Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2019 • EIN 68-0523245

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 29, 2020

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

54th percentile

0.00x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

30%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

68th percentile

$5,818

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

52nd percentile

1.3%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$72,898

Up $28,318 (+64%) from 2017

Net Assets

Up

$72,898

Up $28,318 (+64%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Up

$52,674

Up $1,348 (+2.6%) from 2017

Expenses

Down

$37,121

Down $3,696 (-9.1%) from 2017

Net Income

Up

$15,553

Up $5,044 (+48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2019

Assets$72,898
Liabilities$0
Net Assets$72,898
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

2019

Revenue$52,674
Expenses$37,121
Net Income$15,553
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Gross Receipts
$52,674
Mission and Program Overview

Mission

Labor union and collective bargaining

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP-$25,628
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISELA VALDEZPresidentPT$5,818-$5,818
CHRISTIE HENGGELERTreasurer-$4,045-$4,045
ANNIE GRATONVice PresidentPT$4,000-$4,000
KATIE MULLERSecretary-$2,455-$2,455
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 Henggeler
Title
Treasurer
Phone
8018982243
Signed
2020-01-29
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 amountbank fees 22contract maintenance 3,647escrow fee payers (51)governance 19,148member outreach 14,355”

Raw XML Appendix119 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTIE HENGGELER
IRS990EZ/BooksInCareOfDetail/PhoneNum08018982243
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0551 SOUTH BRENT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015553
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057345
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072898
IRS990EZ/GrossReceiptsAmt052674
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt052674
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072898
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072898
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05818
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34045
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 HENGGELER
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/OtherExpensesTotalAmt037121
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION AND COLLECTIVE BARGAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025628
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037121
IRS990EZ/TotalProgramServiceExpensesAmt025628
IRS990EZ/TotalRevenueAmt052674
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 22CONTRACT MAINTENANCE 3,647ESCROW FEE PAYERS (51)GOVERNANCE 19,148MEMBER OUTREACH 14,355
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE HENGGELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08018982243
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-29
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/AtSubmissionCreationDeviceId04D23BE859D217ED83A305EDA1A7F89B7283E7DFB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D23BE859D217ED83A305EDA1A7F89B7283E7DFB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0957435202002943crd1m
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-01-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02020-01-29
ReturnHeader/FilingSecurityInformation/IPTm020:22:08
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/PreparationDt02020-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Soderstedt Jr
ReturnHeader/ReturnTs02020-01-29T20:09:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,898
Liabilities
$0
Net assets
$72,898
Revenue
$52,674
Expenses
$37,121
Net income
$15,553
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