Civic Intelligence

Palo Alto Educators Association

990EZ • Fiscal year 2017 • EIN 94-1567425

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 28, 2018

Organization Profilewww.paeacta.org
445 Cambridge Ave Ste CPalo Alto, CA 94306

(650) 248-7929

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

2nd percentile

-79%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

80th percentile

$13,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

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

Asset Growth

6th percentile

-33%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

76th percentile

11%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$256,550

Down $123,996 (-33%) from 2016

Net Assets

Down

$256,550

Down $123,996 (-33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$157,305

Up $15,061 (+11%) from 2016

Expenses

Up

$281,301

Up $146,926 (+109%) from 2016

Net Income

Down

-$123,996

Down $131,865 (-1676%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$400K$300K$200K$100K$0Assets 2011: $282,001Liabilities 2011: $02011Assets 2012: $335,641Liabilities 2012: $02012Assets 2013: $359,216Liabilities 2013: $02013Assets 2014: $370,439Liabilities 2014: $02014Assets 2015: $372,677Net Assets 2015: $372,6772015Assets 2016: $380,546Net Assets 2016: $380,5462016Assets 2017: $256,550Net Assets 2017: $256,5502017Assets 2018: $197,674Net Assets 2018: $197,6742018Assets 2019: $235,093Net Assets 2019: $235,0932019Assets 2020: $205,374Liabilities 2020: $0Net Assets 2020: $205,3742020Assets 2021: $242,185Liabilities 2021: $0Net Assets 2021: $242,1852021Assets 2022: $177,931Liabilities 2022: $0Net Assets 2022: $177,9312022Assets 2023: $142,518Liabilities 2023: $0Net Assets 2023: $142,5182023Assets 2024: $81,808Liabilities 2024: $0Net Assets 2024: $81,8082024

Highlighted filing

2017

Assets$256,550
Liabilities-
Net Assets$256,550
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$200K$0-$200KRevenue 2011: $137,272Expenses 2011: $103,539Net Income 2011: $33,7332011Revenue 2012: $140,113Expenses 2012: $86,473Net Income 2012: $53,6402012Revenue 2013: $142,809Expenses 2013: $119,234Net Income 2013: $23,5752013Revenue 2014: $163,100Expenses 2014: $151,877Net Income 2014: $11,2232014Revenue 2015: $160,336Expenses 2015: $158,098Net Income 2015: $2,2382015Revenue 2016: $142,244Expenses 2016: $134,375Net Income 2016: $7,8692016Revenue 2017: $157,305Expenses 2017: $281,301Net Income 2017: -$123,9962017Revenue 2018: $181,171Expenses 2018: $240,047Net Income 2018: -$58,8762018Revenue 2019: $191,266Expenses 2019: $153,347Net Income 2019: $37,9192019Revenue 2020: $201,714Expenses 2020: $231,433Net Income 2020: -$29,7192020Revenue 2021: $222,413Expenses 2021: $185,602Net Income 2021: $36,8112021Revenue 2022: $222,849Expenses 2022: $304,623Net Income 2022: -$81,7742022Revenue 2023: $245,206Expenses 2023: $280,619Net Income 2023: -$35,4132023Revenue 2024: $263,753Expenses 2024: $324,463Net Income 2024: -$60,7102024

Highlighted filing

2017

Revenue$157,305
Expenses$281,301
Net Income-$123,996
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 28, 2018
Return Version
2016v3.0
Gross Receipts
$157,305
Mission and Program Overview

Mission

To negotiate, enforce, and defend the collective bargaining agreement. To provide information and training regarding benefits and responsibilities for teachers in the union.

Program Services

DescriptionGrantsExpenses
To negotiate, enforce, and defend the collective bargaining agreement. To provide information and training regarding benefits and responsibilities for teachers in the union.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA BALDWINPresidentPT$13,000-$13,000
MARC LGLERVice President-$4,250-$4,250
COREY POTTERSecretary-$4,000-$4,000
JESSICA HEXSELTreasurer-$4,000-$4,000
DAVE TOMATISMember At Large-$3,825-$3,825
DAVID COHENMember At Large-$2,825-$2,825
MISHA STEMPELMember At Large-$875-$875
Filing and Contact Details

Filer

Filer Name
Palo Alto Educators Association
EIN
94-1567425
Phone
6502487929
Address
445 CAMBRIDGE AVE STE C, Palo Alto, CA 94306

Signing Officer

Name
Theresa Baldwin
Title
President
Signed
2018-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Gary Strutz
Phone
6509615520
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $21457”

Other Expenses.1

“Release Time $120111”

Other Expenses.2

“RENT $45830”

Other Expenses.3

“CONFERENCE $16436”

Other Expenses.4

“Awards, Gifts, Etc. $6922”

Other Expenses.5

“Organizing team expense $3008”

Other Expenses.6

“President's Expenses $2329”

Other Expenses.7

“Rep Council Expenses $2282”

Other Expenses.8

“Exectutive Board Expenses $1520”

Other Expenses.9

“Negotiations $146”

Other Expenses.10

“Miscellaneous $10”

Raw XML Appendix132 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/PersonNm0Jessica Hexsel
IRS990EZ/BooksInCareOfDetail/PhoneNum06502487929
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0445 CAMBRIDGE AVE STE C
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0380546
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0256550
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-123996
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380546
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0157305
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0381
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0156924
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380546
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0256550
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARC LGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COREY POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA HEXSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MISHA STEMPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE TOMATIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member at Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0220051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To negotiate, enforce, and defend the collective bargaining agreement. To provide information and training regarding benefits and responsibilities for teachers in the union.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To negotiate, enforce, and defend the collective bargaining agreement. To provide information and training regarding benefits and responsibilities for teachers in the union.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt061250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0281301
IRS990EZ/TotalRevenueAmt0157305
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.paeacta.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $21457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Release Time $120111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RENT $45830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCE $16436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards, Gifts, Etc. $6922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Organizing team expense $3008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6President's Expenses $2329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rep Council Expenses $2282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Exectutive Board Expenses $1520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Negotiations $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA BALDWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALO ALTO EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0941567425
ReturnHeader/Filer/PhoneNum06502487929
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 CAMBRIDGE AVE STE C
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOREK CARLSON & STRUTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 E HAMILTON AVE STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum06509615520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY STRUTZ
ReturnHeader/ReturnTs02018-06-28T13:59:03-07:00
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
$256,550
Liabilities
-
Net assets
$256,550
Revenue
$157,305
Expenses
$281,301
Net income
-$123,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$2.64$3.24$0.61
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.45$2.81$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.23$3.05$0.82
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$2.22$1.86$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.02$2.31$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.91$1.53$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.98$1.98$1.81$2.40$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.57$2.57$1.57$2.81$1.24
2016Detailed filing. Detailed filing data is available for this year.$3.81$3.81$1.42$1.34$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.73$3.73$1.60$1.58$0.02
2014Summary only. Only limited summary data is available for this year.$3.70$0.00$1.63$1.52$0.11
2013Summary only. Only limited summary data is available for this year.$3.59$0.00$1.43$1.19$0.24
2012Summary only. Only limited summary data is available for this year.$3.36$0.00$1.40$0.86$0.54
2011Summary only. Only limited summary data is available for this year.$2.82$0.00$1.37$1.04$0.34