Civic Intelligence

Fillmore Unified Teachers Association

990EZ • Fiscal year 2017 • EIN 77-0012820

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 04, 2018

Organization ProfileN/A
P O Box 85Fillmore, CA 93016

(661) 312-2130

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

4th percentile

-43%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

60th percentile

$3,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

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

Asset Growth

4th percentile

-39%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

9.5%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,237

Down $14,316 (-39%) from 2016

Net Assets

Down

$22,237

Down $14,316 (-39%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Up

$33,633

Up $2,910 (+9.5%) from 2016

Expenses

Up

$47,949

Up $10,515 (+28%) from 2016

Net Income

Down

-$14,316

Down $7,605 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

2017

Assets$22,237
Liabilities-
Net Assets$22,237
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$33,633
Expenses$47,949
Net Income-$14,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 4, 2018
Return Version
2016v3.0
Gross Receipts
$33,633
Mission and Program Overview

Mission

Representation of teachers working for the Fillmore Unified School District

Program Services

DescriptionGrantsExpenses
Representation of teachers working in the Fillmore Unified School District and negotiation of a contract on their behalf. (Approximately 200 individuals benefited)$43,057-
Encouraging young people to pursue goals of higher education and to consider teaching as a career. ( 3 individuals )$1,500$1,500
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BealPresidentPT$3,500-$3,500
Brian RicardsVice PresidentPT$1,500-$1,500
Janey MunozSecretary-$1,500-$1,500
Jenny BortinsTreasurerPT$1,500-$1,500
Sandra ButtsDirector-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Fillmore Unified Teachers
EIN
77-0012820
Phone
6613122130
Address
P O Box 85, Fillmore, CA 93016

Signing Officer

Name
Shelia DeMeritt
Title
Treasurer
Signed
2018-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Janke
Address
17024 LASSEN ST, NORTHRIDGE, CA 91325-1941
Preparer
Gary W Janke
Phone
8187001099
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3382”

Other Expenses.1005

“Travel $432”

Other Expenses.1

“Arbitration costs $10276”

Other Expenses.2

“Bargaining team stipends $7100”

Other Expenses.3

“Release time costs $6241”

Other Expenses.4

“Grievance comm stipends $4000”

Other Expenses.5

“Rep Council dues rebates $2661”

Other Expenses.6

“Bargaining team expenses $756”

Other Expenses.7

“Membership costs $607”

Other Expenses.8

“Election chair stipend $500”

Other Expenses.9

“Rep Council meeting costs $413”

Other Expenses.10

“Board expenses $342”

Other Expenses.11

“Equipment rental $299”

Other Expenses.12

“Other expenses $236”

Other Expenses.13

“Computer consultant $85”

Other Expenses.16

“Filing fees $10”

Raw XML Appendix144 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Shelia DeMeritt
IRS990EZ/BooksInCareOfDetail/PhoneNum06613122130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 85
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fillmore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022237
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14316
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036553
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022237
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt033633
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0171
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033462
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022237
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Beal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Ricards
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/OtherExpensesTotalAmt037340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Representation of teachers working for the Fillmore Unified School District
IRS990EZ/PrintingPublicationsPostageAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Encouraging young people to pursue goals of higher education and to consider teaching as a career. ( 3 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/GrantsAndAllocationsAmt143057
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047949
IRS990EZ/TotalProgramServiceExpensesAmt044557
IRS990EZ/TotalRevenueAmt033633
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Arbitration costs $10276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bargaining team stipends $7100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Release time costs $6241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grievance comm stipends $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rep Council dues rebates $2661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bargaining team expenses $756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership costs $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Election chair stipend $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rep Council meeting costs $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Board expenses $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Equipment rental $299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other expenses $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Computer consultant $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Filing fees $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelia DeMeritt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fillmore Unified Teachers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association
ReturnHeader/Filer/BusinessNameControlTxt0FILM
ReturnHeader/Filer/EIN0770012820
ReturnHeader/Filer/PhoneNum06613122130
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 85
ReturnHeader/Filer/USAddress/CityNm0Fillmore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY W JANKE
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/ReturnTs02018-06-06T11:24:03-07:00
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
$22,237
Liabilities
-
Net assets
$22,237
Revenue
$33,633
Expenses
$47,949
Net income
-$14,316
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