Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2017 • EIN 77-0293814

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 18, 2018

Organization ProfileSANTACLARACOUNTY-ACE.COM
1925 Winchester BlvdCampbell, CA 95008

(408) 379-0553

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

4th percentile

-42%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

66th percentile

$5,150

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

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

Asset Growth

8th percentile

-24%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

39th percentile

-1.4%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$72,565

Down $22,588 (-24%) from 2016

Net Assets

Down

$72,565

Down $22,588 (-24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin4th percentile

Revenue

Down

$53,928

Down $755 (-1.4%) from 2016

Expenses

Up

$76,516

Up $11,410 (+18%) from 2016

Net Income

Down

-$22,588

Down $12,165 (-117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0Assets 2011: $79,186Liabilities 2011: $4942011Assets 2012: $87,578Liabilities 2012: $02012Assets 2013: $92,359Liabilities 2013: $02013Assets 2014: $103,242Liabilities 2014: $0Net Assets 2014: $103,2422014Assets 2015: $105,576Liabilities 2015: $0Net Assets 2015: $105,5762015Assets 2016: $95,153Liabilities 2016: $0Net Assets 2016: $95,1532016Assets 2017: $72,565Liabilities 2017: $0Net Assets 2017: $72,5652017Assets 2018: $72,357Liabilities 2018: $0Net Assets 2018: $72,3572018Assets 2019: $68,947Liabilities 2019: $02019Assets 2020: $78,052Liabilities 2020: $0Net Assets 2020: $78,0522020Assets 2021: $87,087Liabilities 2021: $0Net Assets 2021: $87,0872021Assets 2022: $97,462Liabilities 2022: $0Net Assets 2022: $97,4622022

Highlighted filing

2017

Assets$72,565
Liabilities$0
Net Assets$72,565
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2011: $58,137Expenses 2011: $47,034Net Income 2011: $11,1032011Revenue 2012: $58,671Expenses 2012: $49,785Net Income 2012: $8,8862012Revenue 2013: $52,946Expenses 2013: $48,165Net Income 2013: $4,7812013Revenue 2014: $58,047Expenses 2014: $47,164Net Income 2014: $10,8832014Revenue 2015: $54,484Expenses 2015: $52,150Net Income 2015: $2,3342015Revenue 2016: $54,683Expenses 2016: $65,106Net Income 2016: -$10,4232016Revenue 2017: $53,928Expenses 2017: $76,516Net Income 2017: -$22,5882017Revenue 2018: $72,717Expenses 2018: $72,925Net Income 2018: -$2082018Revenue 2019: $65,053Expenses 2019: $68,463Net Income 2019: -$3,4102019Revenue 2020: $66,121Expenses 2020: $57,016Net Income 2020: $9,1052020Revenue 2021: $55,615Expenses 2021: $46,580Net Income 2021: $9,0352021Revenue 2022: $48,699Expenses 2022: $38,324Net Income 2022: $10,3752022

Highlighted filing

2017

Revenue$53,928
Expenses$76,516
Net Income-$22,588
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 18, 2018
Return Version
2016v3.0
Gross Receipts
$53,928
Mission and Program Overview

Mission

Provide union representation for certificated school teachers.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS THE UNION FOR CERTIFICATED TEACHERS IN THE OFFICE OF THE SANTA CLARA COUNTY SUPERINTENDENT OF SCHOOLS. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBY WELCHPresidentPT$5,150-$5,150
APRIL CARLSONSecretaryPT$2,800-$2,800
KARYN KIKUTATreasurerPT$2,300-$2,300
LINDA RICHARDSONHeadstart Greiv-$1,380-$1,380
TARA GUERREROVice President-$1,260-$1,260
LESLIE ANIDOSt Council Rep-$1,220-$1,220
WINSTON SAMUELSAlt Schls Greiv-$1,040-$1,040
RIJU KRISHNASpec. Ed. Griev-$600-$600
Filing and Contact Details

Filer

Filer Name
Association of County Educators
EIN
77-0293814
Phone
4083790553
Address
1925 WINCHESTER BLVD, CAMPBELL, CA 95008

Signing Officer

Name
Karyn Kikuta
Title
Treasurer
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1577”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7943”

Other Expenses.1

“UNISERV PAYMENTS $24761”

Other Expenses.2

“Membership building $6410”

Other Expenses.3

“Rep council expenses $6023”

Other Expenses.4

“NEGOTIATIONS $1450”

Other Expenses.6

“COMMUNICATIONS $1129”

Other Expenses.7

“State council expenses $1000”

Other Expenses.8

“SOCIAL EXPENSE $673”

Other Expenses.9

“Miscellaneous expenses $600”

Other Expenses.10

“NEWSLETTER $500”

Other Expenses.11

“BOARD EXPENSES $148”

Other Expenses.12

“AGENCY FEE $91”

Raw XML Appendix143 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/USAddress/CityNm0CAMPBELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095153
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072565
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22588
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06995
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt072565
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IRS990EZ/GrossReceiptsAmt053928
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt048914
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt072565
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOBBY WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA GUERRERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2APRIL CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARYN KIKUTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE ANIDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RIJU KRISHNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WINSTON SAMUELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ST COUNCIL REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPEC. ED. GRIEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HEADSTART GREIV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALT SCHLS GREIV
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE UNION REPRESENTATION FOR CERTIFICATED SCHOOL TEACHERS.
IRS990EZ/PrintingPublicationsPostageAmt01366
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS THE UNION FOR CERTIFICATED TEACHERS IN THE OFFICE OF THE SANTA CLARA COUNTY SUPERINTENDENT OF SCHOOLS. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015850
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076516
IRS990EZ/TotalRevenueAmt053928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SANTACLARACOUNTY-ACE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $7943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNISERV PAYMENTS $24761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP BUILDING $6410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REP COUNCIL EXPENSES $6023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATIONS $1450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNICATIONS $1129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE COUNCIL EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCIAL EXPENSE $673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS EXPENSES $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NEWSLETTER $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BOARD EXPENSES $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12AGENCY FEE $91
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARYN KIKUTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF COUNTY EDUCATORS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0770293814
ReturnHeader/Filer/PhoneNum04083790553
ReturnHeader/Filer/USAddress/AddressLine1Txt01925 WINCHESTER BLVD
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
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/ReturnTs02018-06-18T11:15:49-07:00
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
$72,565
Liabilities
$0
Net assets
$72,565
Revenue
$53,928
Expenses
$76,516
Net income
-$22,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.49$0.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.56$0.47$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.66$0.57$0.09
2019Summary only. Only limited summary data is available for this year.$0.69$0.00$0.65$0.68$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.73$0.73$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.54$0.77$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.55$0.65$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.54$0.52$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.58$0.47$0.11
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.53$0.48$0.05
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.59$0.50$0.09
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.58$0.47$0.11