Civic Intelligence

Greeley Education Association

990 • Fiscal year 2014 • EIN 84-0965687

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 02, 2014

1116 13th Street80631

(970) 353-4187

Siviq Scores

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

Liabilities / Assets

91st percentile

0.53x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-2.2%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

6th percentile

-46%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-0.4%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$13,695

Down $11,877 (-46%) from 2013

Net Assets

Down

$6,473

Down $19,099 (-75%) from 2013

Liabilities

Up

$7,222

Up $7,222 from 2013

Revenue

$484,153

No earlier filing loaded for comparison.

Expenses

Down

$494,691

Down $40,427 (-7.6%) from 2013

Net Income

-$10,538

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $50,583Liabilities 2011: $0Net Assets 2011: $50,5832011Assets 2012: $29,866Liabilities 2012: $0Net Assets 2012: $29,8662012Assets 2013: $25,572Liabilities 2013: $0Net Assets 2013: $25,5722013Assets 2014: $13,695Liabilities 2014: $7,222Net Assets 2014: $6,4732014Assets 2015: $55,254Liabilities 2015: $1,192Net Assets 2015: $54,0622015Assets 2016: $55,680Liabilities 2016: $3,096Net Assets 2016: $52,5842016Assets 2017: $21,931Liabilities 2017: $693Net Assets 2017: $21,2382017Assets 2018: $66,668Liabilities 2018: $0Net Assets 2018: $66,6682018Assets 2019: $47,360Liabilities 2019: $0Net Assets 2019: $47,3602019Assets 2020: $43,825Liabilities 2020: $0Net Assets 2020: $43,8252020Assets 2021: $117,112Liabilities 2021: $0Net Assets 2021: $117,1122021Assets 2022: $125,845Liabilities 2022: $0Net Assets 2022: $125,8452022Assets 2023: $194,496Liabilities 2023: $0Net Assets 2023: $194,4962023Assets 2024: $135,730Liabilities 2024: $0Net Assets 2024: $135,7302024Assets 2025: $163,793Liabilities 2025: $0Net Assets 2025: $163,7932025

Highlighted filing

2014

Assets$13,695
Liabilities$7,222
Net Assets$6,473

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $489,796Expenses 2011: $518,417Net Income 2011: -$28,6212011Expenses 2012: $565,6372012Expenses 2013: $535,1182013Revenue 2014: $484,153Expenses 2014: $494,691Net Income 2014: -$10,5382014Revenue 2015: $556,857Expenses 2015: $509,268Net Income 2015: $47,5892015Revenue 2016: $501,207Expenses 2016: $502,685Net Income 2016: -$1,4782016Revenue 2017: $519,115Expenses 2017: $550,461Net Income 2017: -$31,3462017Revenue 2018: $531,328Expenses 2018: $485,898Net Income 2018: $45,4302018Revenue 2019: $562,731Expenses 2019: $582,039Net Income 2019: -$19,3082019Revenue 2020: $588,127Expenses 2020: $591,662Net Income 2020: -$3,5352020Revenue 2021: $606,747Expenses 2021: $533,460Net Income 2021: $73,2872021Revenue 2022: $583,772Expenses 2022: $575,039Net Income 2022: $8,7332022Revenue 2023: $648,077Expenses 2023: $579,426Net Income 2023: $68,6512023Revenue 2024: $604,683Expenses 2024: $663,449Net Income 2024: -$58,7662024Revenue 2025: $718,481Expenses 2025: $690,418Net Income 2025: $28,0632025

Highlighted filing

2014

Revenue$484,153
Expenses$494,691
Net Income-$10,538
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 2, 2014
Return Version
2013v3.1
Gross Receipts
$484,153
Mission and Program Overview

Mission

SUPPORT PUBLIC EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,572$13,695▼ $11,877
Rtn Earn Endowment Incm Other Fnds$25,572$6,473▼ $19,099
Total Assets$25,572$13,695▼ $11,877
Liabilities
Other Liabilities-$7,222-
Total Liabilities$0$7,222▲ $7,222
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,572$6,473▼ $19,099
Total Liabilities and Net Assets / Fund Balance$25,572$13,695▼ $11,877

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,696$8,696
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patricia OttoPresidentFT$56,084$56,084

Board Members and Trustees

NameTitle
Michael McnamaraVice President
Edith ReynoldsSecretary
Henry RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$483,913
Investment Income
$0
Other Revenue
$240
Change in Net Assets
$-10,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$430,257
Salaries, Compensation, and Employee Benefits$56,084
Grants and Similar Amounts Paid$8,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,184--$49,184
Grants to Domestic Individuals$8,350--$8,350
Other Employee Benefits$6,900--$6,900
Other Expenses$5,867--$5,867
Occupancy$4,950--$4,950
Advertising$4,119--$4,119
Conferences and Meetings$2,293--$2,293
Office Expenses$1,768--$1,768
Interest$1,011--$1,011
Fees for Services Accounting$903--$903
All Other Expenses$761--$761
Travel$100--$100
Total Functional Expenses$494,691$0$0$494,691
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$7,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 is reviewed by the president and treasurer for appropriate information before filing.

CEO executive director top management comp Part VI line 15A

Part vi sec. B-15a-the president's salary is part of the teacher's contracts and is therefore reviewed and determined by the weld school district board.part vi sec. B-15a-the president's salary is also reviewed and determined by the teachers who are also members of the greeley education assoc.

Governing documents etc available to public Part VI line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

EIN
84-0965687

Signing Officer

Name
Patricia Otto
Title
President
Signed
2014-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Otto
Formed
1970
Legal Domicile
Co
Voting Board Members
28
Independent Board Members
28
Employees
1

Preparer

Preparer
Odstrcil and Meis Cpas
Phone
9703520661
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VI SEC. B-15A-THE PRESIDENT'S SALARY IS PART OF THE TEACHER'S CONTRACTS AND IS THEREFORE REVIEWED AND DETERMINED BY THE WELD SCHOOL DISTRICT BOARD.PART VI SEC. B-15A-THE PRESIDENT'S SALARY IS ALSO REVIEWED AND DETERMINED BY THE TEACHERS WHO ARE ALSO MEMBERS OF THE GREELEY EDUCATION ASSOC.
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ODSTRCIL & MEIS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101750 25TH AVENUE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Greeley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080634
ReturnHeader/PreparerPersonGrp/PhoneNum09703520661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ODSTRCIL AND MEIS CPAS
ReturnHeader/ReturnTs02014-12-02T17:13:18-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$7.18$6.90$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$6.05$6.63$0.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$6.48$5.79$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$5.84$5.75$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$6.07$5.33$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$5.88$5.92$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$5.63$5.82$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$5.31$4.86$0.45
2017Summary only. Only limited summary data is available for this year.$0.22$0.01$0.21$5.19$5.50$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$5.01$5.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.54$5.57$5.09$0.48
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.07$0.06$4.84$4.95$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$5.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$5.66
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$4.90$5.18$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits