Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2017 • EIN 68-0523245

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 15, 2018

Organization Profile
551 S Brent StVentura, CA 93003

(801) 898-2243

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

20%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

67th percentile

$5,400

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$44,580

No earlier filing loaded for comparison.

Net Assets

$44,580

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin82nd percentile

Revenue

$51,326

No earlier filing loaded for comparison.

Expenses

$40,817

No earlier filing loaded for comparison.

Net Income

$10,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2017: $44,580Liabilities 2017: $0Net Assets 2017: $44,5802017Assets 2019: $72,898Liabilities 2019: $0Net Assets 2019: $72,8982019Assets 2020: $79,843Liabilities 2020: $0Net Assets 2020: $79,8432020Assets 2021: $65,362Liabilities 2021: $0Net Assets 2021: $65,3622021Assets 2023: $56,251Liabilities 2023: $0Net Assets 2023: $56,2512023Assets 2024: $51,951Liabilities 2024: $0Net Assets 2024: $51,9512024

Highlighted filing

2017

Assets$44,580
Liabilities$0
Net Assets$44,580
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2017: $51,326Expenses 2017: $40,817Net Income 2017: $10,5092017Revenue 2019: $52,674Expenses 2019: $37,121Net Income 2019: $15,5532019Revenue 2020: $51,700Expenses 2020: $44,755Net Income 2020: $6,9452020Revenue 2021: $52,426Expenses 2021: $66,907Net Income 2021: -$14,4812021Revenue 2023: $56,685Expenses 2023: $60,940Net Income 2023: -$4,2552023Revenue 2024: $54,098Expenses 2024: $58,398Net Income 2024: -$4,3002024

Highlighted filing

2017

Revenue$51,326
Expenses$40,817
Net Income$10,509
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Gross Receipts
$51,326
Mission and Program Overview

Mission

Labor union and collective bargaining

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP-$38,817
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISELA VALDEZPresidentPT$5,400-$5,400
ANNIE GRATONVice PresidentPT$4,000-$4,000
CHRISTIE BARNESTreasurer-$3,590-$3,590
KATIE MULLERSecretary-$3,000-$3,000
ANNE STEHLYMembership Secretary-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Rio Teachers Association
EIN
68-0523245
Address
551 S BRENT ST, VENTURA, CA 93003

Signing Officer

Name
Christie Barnes
Title
Treasurer
Phone
8018982243
Signed
2018-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Bill Soderstedt CPA PC
Address
1827 Knoll Drive, Ventura, CA 93003
Preparer
Roger W Soderstedt Jr
Phone
8058507200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountaccounting and audit 256contract maintenance 1,900escrow fee payers 72governance 21,291negotiations 864office equipment 1,672member outreach 14,762”

Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTIE BARNES
IRS990EZ/BooksInCareOfDetail/PhoneNum08018982243
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0551 SOUTH BRENT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010509
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034071
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044580
IRS990EZ/GrossReceiptsAmt051326
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051326
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034071
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034071
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33590
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISELA VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNIE GRATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE MULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIE BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE STEHLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040817
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION AND COLLECTIVE BARGAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038817
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040817
IRS990EZ/TotalProgramServiceExpensesAmt038817
IRS990EZ/TotalRevenueAmt051326
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTACCOUNTING AND AUDIT 256CONTRACT MAINTENANCE 1,900ESCROW FEE PAYERS 72GOVERNANCE 21,291NEGOTIATIONS 864OFFICE EQUIPMENT 1,672MEMBER OUTREACH 14,762
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08018982243
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIO TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0RIOT
ReturnHeader/Filer/EIN0680523245
ReturnHeader/Filer/USAddress/AddressLine1Txt0551 S BRENT ST
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BC404B6084DEC7E2DE9C1D895929CE1D3E4449E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BC404B6084DEC7E2DE9C1D895929CE1D3E4449E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09574352018016e3fhhdm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02018-01-16
ReturnHeader/FilingSecurityInformation/IPTm020:45:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473770603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bill Soderstedt CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01827 Knoll Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08058507200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Soderstedt Jr
ReturnHeader/ReturnTs02018-01-16T20:43:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,580
Liabilities
$0
Net assets
$44,580
Revenue
$51,326
Expenses
$40,817
Net income
$10,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$54.1$58.4$4.30
2023Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$56.7$60.9$4.26
2021Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$52.4$66.9$14.5
2020Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$51.7$44.8$6.95
2019Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$52.7$37.1$15.6
2017Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$51.3$40.8$10.5