Civic Intelligence

Evergreen Teachers Association

990 • Fiscal year 2018 • EIN 77-0002410

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 08, 2019

Organization Profilewww.ETANEWS.ORG
1333 Piedmont Road Ste 106San Jose, CA 95132

(408) 272-0601

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.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

67th percentile

$5,400

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-1.8%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$192,002

Up $4,473 (+2.4%) from 2017

Net Assets

Up

$192,002

Up $4,473 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin45th percentile

Revenue

Down

$228,157

Down $4,174 (-1.8%) from 2017

Expenses

Down

$223,684

Down $14,399 (-6.0%) from 2017

Net Income

Up

$4,473

Up $10,225 (+178%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $205,300Liabilities 2011: $0Net Assets 2011: $205,3002011Assets 2012: $180,566Liabilities 2012: $0Net Assets 2012: $180,5662012Assets 2013: $152,301Liabilities 2013: $0Net Assets 2013: $152,3012013Assets 2014: $165,958Liabilities 2014: $0Net Assets 2014: $165,9582014Assets 2015: $172,071Liabilities 2015: $0Net Assets 2015: $172,0712015Assets 2016: $193,281Liabilities 2016: $0Net Assets 2016: $193,2812016Assets 2017: $187,529Liabilities 2017: $0Net Assets 2017: $187,5292017Assets 2018: $192,002Liabilities 2018: $0Net Assets 2018: $192,0022018Assets 2019: $194,192Liabilities 2019: $0Net Assets 2019: $194,1922019Assets 2020: $213,914Liabilities 2020: $0Net Assets 2020: $213,9142020Assets 2021: $299,789Liabilities 2021: $40,894Net Assets 2021: $258,8952021Assets 2022: $295,589Liabilities 2022: $0Net Assets 2022: $295,5892022Assets 2023: $353,048Net Assets 2023: $353,0482023Assets 2024: $327,270Net Assets 2024: $327,2702024Assets 2025: $353,444Net Assets 2025: $353,4442025

Highlighted filing

2018

Assets$192,002
Liabilities$0
Net Assets$192,002
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $205,836Expenses 2011: $215,050Net Income 2011: -$9,2142011Revenue 2012: $200,353Expenses 2012: $225,087Net Income 2012: -$24,7342012Revenue 2013: $200,481Expenses 2013: $228,746Net Income 2013: -$28,2652013Revenue 2014: $260,421Expenses 2014: $246,764Net Income 2014: $13,6572014Revenue 2015: $252,499Expenses 2015: $246,386Net Income 2015: $6,1132015Revenue 2016: $250,237Expenses 2016: $229,027Net Income 2016: $21,2102016Revenue 2017: $232,331Expenses 2017: $238,083Net Income 2017: -$5,7522017Revenue 2018: $228,157Expenses 2018: $223,684Net Income 2018: $4,4732018Revenue 2019: $216,992Expenses 2019: $214,802Net Income 2019: $2,1902019Revenue 2020: $207,841Expenses 2020: $188,119Net Income 2020: $19,7222020Revenue 2021: $203,882Expenses 2021: $158,901Net Income 2021: $44,9812021Revenue 2022: $202,143Expenses 2022: $165,449Net Income 2022: $36,6942022Revenue 2023: $196,114Expenses 2023: $138,655Net Income 2023: $57,4592023Revenue 2024: $188,192Expenses 2024: $213,970Net Income 2024: -$25,7782024Revenue 2025: $195,117Expenses 2025: $168,943Net Income 2025: $26,1742025

Highlighted filing

2018

Revenue$228,157
Expenses$223,684
Net Income$4,473
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 8, 2019
Return Version
2017v2.2
Gross Receipts
$228,157
Mission and Program Overview

Mission

To represent its members in their relations with their employer in all matters relating to employment conditions, including but not limited to wages, hours, and other terms and conditions of employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$162,566$140,525▼ $22,041
Cash and Non-Interest-Bearing Accounts$23,089$50,449▲ $27,360
Land, Buildings, and Equipment, Net$1,874$1,028▼ $846
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$187,529$192,002▲ $4,473
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$187,529$192,002▲ $4,473
Total Net Assets Fund Balance$187,529$192,002▲ $4,473
Total Liabilities and Net Assets / Fund Balance$187,529$192,002▲ $4,473

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,028$10,681$11,709
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne LimaVice President-$5,400$5,400
Sarah CiccarelloSecretary-$3,000$3,000
Sarah JohnsonDirector-$2,500$2,500
Melody SuttonTreasurer-$2,100$2,100
Leonetine BrownDirector-$1,000$1,000
Maritza CerventesDirector-$1,000$1,000
Patricia ValdillezDirector-$1,000$1,000
Brian WheatleyPresidentFT$600$600
Barrie WilberDirector-$600$600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$228,065
Investment Income
$92
Other Revenue
$0
Change in Net Assets
$4,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,803
Salaries, Compensation, and Employee Benefits$23,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$17,200
Conferences and Meetings---$9,376
Fees for Services Accounting---$7,570
Other Salaries and Wages---$6,681
All Other Expenses---$4,674
Other Expenses---$2,173
Depreciation Depletion---$846
Office Expenses---$382
Insurance---$225
Total Functional Expenses$0$0$0$223,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board reviewed the draft of the form 990 for comment, editing, and aproval. Upon board approval, the form 990 was finalized for signing, and each board member received a copy of the final return before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is provided to all new officers who are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each officer at the time of their performance review.all board members are required to sign a statement agreeing to the conflict of interest policy upon election to the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is determined annually during the budgeting process. Officer stipends are reviewed and adjusted based on merit and budgetary considerations. All stipends for all officers are approved by the board during the budgetary process.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All such documents are available upon request at the business office, monday through friday, 9am - 4pm.”

Filing and Contact Details

Filer

Filer Name
Evergreen Teachers Association
EIN
77-0002410
Phone
4082720601
Address
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Brian Wheatley
Title
President
Signed
2019-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Wheatley
Formed
1981
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0162566
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140525
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01028
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010681
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011709
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01028
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWED THE DRAFT OF THE FORM 990 FOR COMMENT, EDITING, AND APROVAL. UPON BOARD APPROVAL, THE FORM 990 WAS FINALIZED FOR SIGNING, AND EACH BOARD MEMBER RECEIVED A COPY OF THE FINAL RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL NEW OFFICERS WHO ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE POLICY. THE STATEMENT IS MAINTAINED IN THE PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH OFFICER AT THE TIME OF THEIR PERFORMANCE REVIEW.ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED ANNUALLY DURING THE BUDGETING PROCESS. OFFICER STIPENDS ARE REVIEWED AND ADJUSTED BASED ON MERIT AND BUDGETARY CONSIDERATIONS. ALL STIPENDS FOR ALL OFFICERS ARE APPROVED BY THE BOARD DURING THE BUDGETARY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS OFFICE, MONDAY THROUGH FRIDAY, 9AM - 4PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0187529
IRS990/TotalAssetsEOYAmt0192002
IRS990/TotalAssetsGrp/BOYAmt0187529
IRS990/TotalAssetsGrp/EOYAmt0192002
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223684
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0187529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192002
IRS990/TotalProgramServiceRevenueAmt0228065
IRS990/TotalReportableCompFromOrgAmt017200
IRS990/TotalRevenueGrp/ExclusionAmt092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0228065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228157
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187529
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192002
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0187529
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0192002
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O 1333 PIEDMONT ROAD 106
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095132
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.ETANEWS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WHEATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0770002410
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770237214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-07-08T17:07:02-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,002
Liabilities
$0
Net assets
$192,002
Revenue
$228,157
Expenses
$223,684
Net income
$4,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.95$1.69$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.88$2.14$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.96$1.39$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.02$1.65$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.41$2.59$2.04$1.59$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.08$1.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.17$2.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.28$2.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.32$2.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.50$2.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$2.52$2.46$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.60$2.47$0.14
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$2.00$2.29$0.28
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$2.00$2.25$0.25
2011Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$2.06$2.15$0.09