Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2020 • EIN 68-0523245

Sep 01, 2019 to Aug 31, 2020 • Filed on Sep 06, 2021

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.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

13%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

68th percentile

$5,500

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

9.5%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-1.8%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$79,843

Up $6,945 (+9.5%) from 2019

Net Assets

Up

$79,843

Up $6,945 (+9.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin57th percentile

Revenue

Down

$51,700

Down $974 (-1.8%) from 2019

Expenses

Up

$44,755

Up $7,634 (+21%) from 2019

Net Income

Down

$6,945

Down $8,608 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$79,843
Liabilities$0
Net Assets$79,843
Open 2020 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

2020

Revenue$51,700
Expenses$44,755
Net Income$6,945
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Sep 6, 2021
Return Version
2019v5.1
Gross Receipts
$51,700
Mission and Program Overview

Mission

Labor union and collective bargaining

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP.-$24,518
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISELA VALDEZPresidentPT$5,500-$5,500
CHRISTIE HENGGELERTreasurer-$3,500-$3,500
ANNIE KOGAVice PresidentPT$2,909-$2,909
KATIE MULLERSecretary-$2,282-$2,282
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
2021-09-06
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 amountcontract maintenance 4,208governance 26,626member outreach 13,921”

Raw XML Appendix111 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 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/BOYAmt072898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079843
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06945
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072898
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079843
IRS990EZ/GrossReceiptsAmt051700
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079843
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12909
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22282
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33500
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 KOGA
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/OtherExpensesTotalAmt044755
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION AND COLLECTIVE BARGAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES REPRESENTATION AND SUPPORT FOR ITS MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024518
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044755
IRS990EZ/TotalProgramServiceExpensesAmt024518
IRS990EZ/TotalRevenueAmt051700
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCONTRACT MAINTENANCE 4,208GOVERNANCE 26,626MEMBER OUTREACH 13,921
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE HENGGELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08018982243
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-06
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/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/PreparationDt02021-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Soderstedt Jr
ReturnHeader/ReturnTs02021-09-08T16:27:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,843
Liabilities
$0
Net assets
$79,843
Revenue
$51,700
Expenses
$44,755
Net income
$6,945
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