Civic Intelligence

Sunnyvale Education Association

990EZ • Fiscal year 2018 • EIN 94-1597501

Sep 01, 2017 to Aug 31, 2018 • Filed on Mar 01, 2019

525 W Remington DriveSunnyvale, CA 94087

(408) 245-0624

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

68th percentile

$5,808

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-27%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$274,371

Up $2,819 (+1.0%) from 2017

Net Assets

Up

$274,371

Up $2,819 (+1.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$81,280

Down $30,510 (-27%) from 2017

Expenses

Up

$78,461

Up $8,573 (+12%) from 2017

Net Income

Down

$2,819

Down $39,083 (-93%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $131,395Liabilities 2011: $02011Assets 2012: $133,330Liabilities 2012: $02012Assets 2013: $146,448Liabilities 2013: $02013Assets 2014: $150,374Net Assets 2014: $150,3742014Assets 2015: $174,267Net Assets 2015: $174,2672015Assets 2016: $229,650Net Assets 2016: $229,6502016Assets 2017: $271,552Net Assets 2017: $271,5522017Assets 2018: $274,371Net Assets 2018: $274,3712018Assets 2019: $282,924Net Assets 2019: $282,9242019Assets 2020: $317,038Net Assets 2020: $317,0382020Assets 2021: $365,938Net Assets 2021: $365,9382021Assets 2022: $384,300Net Assets 2022: $384,3002022Assets 2023: $399,902Net Assets 2023: $399,9022023Assets 2024: $438,178Net Assets 2024: $438,1782024Assets 2025: $465,305Net Assets 2025: $465,3052025

Highlighted filing

2018

Assets$274,371
Liabilities-
Net Assets$274,371

Operations Trend

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

$150K$100K$50K$0Revenue 2011: $79,397Expenses 2011: $72,065Net Income 2011: $7,3322011Revenue 2012: $78,889Expenses 2012: $76,955Net Income 2012: $1,9342012Revenue 2013: $78,710Expenses 2013: $65,592Net Income 2013: $13,1182013Revenue 2014: $81,028Expenses 2014: $77,102Net Income 2014: $3,9262014Revenue 2015: $92,173Expenses 2015: $68,280Net Income 2015: $23,8932015Revenue 2016: $131,618Expenses 2016: $76,235Net Income 2016: $55,3832016Revenue 2017: $111,790Expenses 2017: $69,888Net Income 2017: $41,9022017Revenue 2018: $81,280Expenses 2018: $78,461Net Income 2018: $2,8192018Revenue 2019: $82,376Expenses 2019: $73,823Net Income 2019: $8,5532019Revenue 2020: $90,676Expenses 2020: $56,562Net Income 2020: $34,1142020Revenue 2021: $111,907Expenses 2021: $63,007Net Income 2021: $48,9002021Revenue 2022: $90,589Expenses 2022: $72,227Net Income 2022: $18,3622022Revenue 2023: $79,177Expenses 2023: $63,575Net Income 2023: $15,6022023Revenue 2024: $101,992Expenses 2024: $63,716Net Income 2024: $38,2762024Revenue 2025: $88,907Expenses 2025: $61,780Net Income 2025: $27,1272025

Highlighted filing

2018

Revenue$81,280
Expenses$78,461
Net Income$2,819
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Mar 1, 2019
Return Version
2017v2.2
Gross Receipts
$81,280
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 SUNNYVALE ELEMENTARY SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDI SMITHPresidentPT$5,808-$5,808
HEATHER MUMYNegotiation CHA-$2,035-$2,035
KEVIN SCHIEBERLGrievance Chair-$1,870-$1,870
DON PEARSONVice President-$1,800-$1,800
JULIE MADDOXElementary Director-$1,200-$1,200
JULIE LUDWIGSecretary/Treas-$1,100-$1,100
SHEILA MCKELLIntermediate Di-$0--
KAREN HOEFERElementary Director-$0--
JODY COOKIntermediate Di-$0--
KATHY MEADOWSPac Chair-$0--
Filing and Contact Details

Filer

Filer Name
Sunnyvale Education Association
EIN
94-1597501
Phone
4082450624
Address
525 W REMINGTON DRIVE, SUNNYVALE, CA 94087

Signing Officer

Name
Julie Ludwig
Title
Secretary/Treas
Signed
2019-03-01
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.1007

Conferences, Conventions, and Meetings $2567

Other Expenses.1

UNISERV PAYMENTS $33646

Other Expenses.2

SOCIAL EXPENSE $5146

Other Expenses.3

Miscellaneous expenses $3375

Other Expenses.4

RETIREMENT $2447

Other Expenses.5

GRIEVANCES $1870

Other Expenses.6

IFT expense $1686

Other Expenses.7

OFFICE SUPPLIES $1063

Other Expenses.8

Rep council expenses $820

Other Expenses.9

BOARD EXPENSE $709

Other Expenses.10

TECHNOLOGY $511

Other Expenses.11

NEGOTIATIONS $446

Other Expenses.12

RELEASE TIME $337

Raw XML Appendix150 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUNNYVALE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER MUMY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHEILA MCKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN SCHIEBERL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN HOEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WENDI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JODY COOK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHY MEADOWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Negotiation Cha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERMEDIATE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Grievance Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ELEMENTARY DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7INTERMEDIATE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ELEMENTARY DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PAC Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054623
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE UNION REPRESENTATION FOR CERTIFICATED SCHOOL TEACHERS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt078461
IRS990EZ/TotalRevenueAmt081280
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.SEAMEMBERS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $2567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNISERV PAYMENTS $33646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIAL EXPENSE $5146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS EXPENSES $3375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETIREMENT $2447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRIEVANCES $1870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IFT expense $1686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REP COUNCIL EXPENSES $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOARD EXPENSE $709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TECHNOLOGY $511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NEGOTIATIONS $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RELEASE TIME $337
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LUDWIG
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNNYVALE EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0941597501
ReturnHeader/Filer/PhoneNum04082450624
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-03-01T09:22:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.65$4.65$0.89$0.62$0.27
2024Detailed filing. Detailed filing data is available for this year.$4.38$4.38$1.02$0.64$0.38
2023Detailed filing. Detailed filing data is available for this year.$4.00$4.00$0.79$0.64$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.84$3.84$0.91$0.72$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.66$3.66$1.12$0.63$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.17$3.17$0.91$0.57$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.83$2.83$0.82$0.74$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.81$0.78$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.72$2.72$1.12$0.70$0.42
2016Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.32$0.76$0.55
2015Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.92$0.68$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.81$0.77$0.04
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.79$0.66$0.13
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$0.79$0.77$0.02
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.79$0.72$0.07