Civic Intelligence

Fillmore Unified Teachers Association

990EZ • Fiscal year 2016 • EIN 77-0012820

Sep 01, 2015 to Aug 31, 2016 • Filed on Jun 17, 2017

Organization ProfileN/A
P O Box 957Fillmore, CA 93016

(805) 704-2816

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

9th percentile

-22%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

60th percentile

$3,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

81st percentile

14%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,553

Up $36,553 from 2015

Net Assets

$36,553

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$30,723

Up $3,668 (+14%) from 2015

Expenses

Up

$37,434

Up $6,596 (+21%) from 2015

Net Income

Down

-$6,711

Down $2,928 (-77%) from 2015

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 2011: $62,161Liabilities 2011: $02011Assets 2013: $57,803Liabilities 2013: $02013Assets 2014: $47,047Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $36,553Net Assets 2016: $36,5532016Assets 2017: $22,237Net Assets 2017: $22,2372017Assets 2018: $30,141Net Assets 2018: $30,1412018Assets 2019: $27,848Net Assets 2019: $27,8482019Assets 2020: $21,228Net Assets 2020: $21,2282020Assets 2021: $26,073Net Assets 2021: $26,0732021Assets 2022: $27,711Net Assets 2022: $27,7112022Assets 2023: $32,683Liabilities 2023: $02023Assets 2024: $41,307Net Assets 2024: $41,3072024

Highlighted filing

2016

Assets$36,553
Liabilities-
Net Assets$36,553
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $27,651Expenses 2011: $22,317Net Income 2011: $5,3342011Revenue 2013: $28,268Expenses 2013: $36,725Net Income 2013: -$8,4572013Revenue 2014: $23,367Expenses 2014: $34,123Net Income 2014: -$10,7562014Revenue 2015: $27,055Expenses 2015: $30,838Net Income 2015: -$3,7832015Revenue 2016: $30,723Expenses 2016: $37,434Net Income 2016: -$6,7112016Revenue 2017: $33,633Expenses 2017: $47,949Net Income 2017: -$14,3162017Revenue 2018: $33,049Expenses 2018: $25,145Net Income 2018: $7,9042018Revenue 2019: $33,799Expenses 2019: $36,092Net Income 2019: -$2,2932019Revenue 2020: $32,369Expenses 2020: $38,989Net Income 2020: -$6,6202020Revenue 2021: $40,167Expenses 2021: $35,322Net Income 2021: $4,8452021Revenue 2022: $33,398Expenses 2022: $31,760Net Income 2022: $1,6382022Revenue 2023: $37,339Expenses 2023: $32,367Net Income 2023: $4,9722023Revenue 2024: $40,672Expenses 2024: $32,048Net Income 2024: $8,6242024

Highlighted filing

2016

Revenue$30,723
Expenses$37,434
Net Income-$6,711
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jun 17, 2017
Return Version
2015v3.0
Gross Receipts
$30,723
Mission and Program Overview

Mission

Representation of teachers working for the Fillmore Unified School District

Program Services

DescriptionGrantsExpenses
Encouraging young people to pursue goals of higher education and to consider teaching as a career. ( 2 individuals )$1,500$1,500
Representation of teachers working in the Fillmore Unified School District and negotiation of a contract on their behalf. (Approximately 200 individuals benefited)--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BealPresidentPT$3,500-$3,500
Tammy FergusonVice PresidentPT$2,300-$2,300
Janey MunozSecretaryPT$1,500-$1,500
Jenny BortinsTreasurerPT$1,500-$1,500
Sandra ButtsDirectorPT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Fillmore Unified Teachers
EIN
77-0012820
Phone
8057042816
Address
P O Box 957, Fillmore, CA 93016

Signing Officer

Name
Jenny Bortins
Title
Treasurer
Signed
2017-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Janke CPA
Address
17024 Lassen St, Northridge, CA 91325-1941
Preparer
Gary W Janke
Phone
8187001099
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $1704”

Other Expenses.1

“Release time costs $6224”

Other Expenses.2

“Bargaining team stipends $5800”

Other Expenses.3

“Grievance comm stipends $3500”

Other Expenses.4

“Rep Council dues rebates $3000”

Other Expenses.5

“Bargaining team expenses $1503”

Other Expenses.6

“Membership costs $1480”

Other Expenses.7

“Small tools, supplies $1385”

Other Expenses.8

“Election chair stipend $500”

Other Expenses.9

“Rep Council meeting costs $397”

Other Expenses.10

“Site meeting costs $347”

Other Expenses.11

“Board expenses $261”

Other Expenses.12

“Other expenses $253”

Other Expenses.14

“Software costs $204”

Other Expenses.15

“Teacher recognition $152”

Other Expenses.16

“Dues refunds $93”

Other Expenses.17

“Bank fees $68”

Other Expenses.18

“Filing fees $10”

Other Expenses.20

“Reimbursements $-1495”

Raw XML Appendix149 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/PersonNm0Jenny Bortins
IRS990EZ/BooksInCareOfDetail/PhoneNum08057042816
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 957
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fillmore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043264
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IRS990EZ/ExcessOrDeficitForYearAmt0-6711
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt043264
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt030723
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0107
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030616
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036553
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Beal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tammy Ferguson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janey Munoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenny Bortins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sandra Butts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025386
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Representation of teachers working for the Fillmore Unified School District
IRS990EZ/PrintingPublicationsPostageAmt0253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Encouraging young people to pursue goals of higher education and to consider teaching as a career. ( 2 individuals )
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Representation of teachers working in the Fillmore Unified School District and negotiation of a contract on their behalf. (Approximately 200 individuals benefited)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09800
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037434
IRS990EZ/TotalProgramServiceExpensesAmt01500
IRS990EZ/TotalRevenueAmt030723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $1704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Release time costs $6224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bargaining team stipends $5800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grievance comm stipends $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rep Council dues rebates $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bargaining team expenses $1503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership costs $1480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Small tools, supplies $1385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Election chair stipend $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Rep Council meeting costs $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Site meeting costs $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Board expenses $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other expenses $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Software costs $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Teacher recognition $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues refunds $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank fees $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Filing fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Reimbursements $-1495
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Bortins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fillmore Unified Teachers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association
ReturnHeader/Filer/BusinessNameControlTxt0FILM
ReturnHeader/Filer/EIN0770012820
ReturnHeader/Filer/PhoneNum08057042816
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 957
ReturnHeader/Filer/USAddress/CityNm0Fillmore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary W Janke CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017024 Lassen St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913251941
ReturnHeader/PreparerPersonGrp/PhoneNum08187001099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary W Janke
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-21T10:14:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,553
Liabilities
-
Net assets
$36,553
Revenue
$30,723
Expenses
$37,434
Net income
-$6,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.3$41.3$40.7$32.0$8.62
2023Summary only. Only limited summary data is available for this year.$32.7$0.00$37.3$32.4$4.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$27.7$33.4$31.8$1.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$26.1$40.2$35.3$4.85
2020Detailed filing. Detailed filing data is available for this year.$21.2$21.2$32.4$39.0$6.62
2019Detailed filing. Detailed filing data is available for this year.$27.8$27.8$33.8$36.1$2.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$30.1$33.0$25.1$7.90
2017Detailed filing. Detailed filing data is available for this year.$22.2$22.2$33.6$47.9$14.3
2016Detailed filing. Detailed filing data is available for this year.$36.6$36.6$30.7$37.4$6.71
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$27.1$30.8$3.78
2014Summary only. Only limited summary data is available for this year.$47.0$0.00$23.4$34.1$10.8
2013Summary only. Only limited summary data is available for this year.$57.8$0.00$28.3$36.7$8.46
2011Summary only. Only limited summary data is available for this year.$62.2$0.00$27.7$22.3$5.33