Civic Intelligence

California Teachers Association Monterey Bay Teachers Association

990 • Fiscal year 2014 • EIN 94-1602375

Sep 01, 2013 to Aug 31, 2014 • Filed on Sep 25, 2014

Organization ProfileN/A
550 Camino El Estero93940

(831) 375-8942

Siviq Scores

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

Liabilities / Assets

87th percentile

0.11x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.12x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$62,570

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

3.7%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$240,443

Up $44,429 (+23%) from 2013

Net Assets

Up

$214,638

Up $47,368 (+28%) from 2013

Liabilities

Down

$25,805

Down $2,939 (-10%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin86th percentile

Revenue

$213,247

No earlier filing loaded for comparison.

Expenses

Up

$165,879

Up $12,286 (+8.0%) from 2013

Net Income

$47,368

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$400K$300K$200K$100K$0Assets 2011: $100,833Liabilities 2011: $23,138Net Assets 2011: $77,6952011Assets 2012: $134,540Liabilities 2012: $24,421Net Assets 2012: $110,1192012Assets 2013: $196,014Liabilities 2013: $28,744Net Assets 2013: $167,2702013Assets 2014: $240,443Liabilities 2014: $25,805Net Assets 2014: $214,6382014Assets 2015: $257,269Liabilities 2015: $32,349Net Assets 2015: $224,9202015Assets 2016: $287,715Liabilities 2016: $55,303Net Assets 2016: $232,4122016Assets 2017: $289,081Liabilities 2017: $33,945Net Assets 2017: $255,1362017Assets 2018: $325,944Liabilities 2018: $42,342Net Assets 2018: $283,6022018Assets 2019: $280,205Liabilities 2019: $38,511Net Assets 2019: $241,6942019Assets 2020: $260,872Liabilities 2020: $39,834Net Assets 2020: $221,0382020Assets 2021: $288,954Liabilities 2021: $37,610Net Assets 2021: $251,3442021Assets 2022: $277,363Liabilities 2022: $35,434Net Assets 2022: $241,9292022Assets 2023: $279,264Liabilities 2023: $17,325Net Assets 2023: $261,9392023Assets 2024: $305,047Liabilities 2024: $17,069Net Assets 2024: $287,9782024

Highlighted filing

2014

Assets$240,443
Liabilities$25,805
Net Assets$214,638
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $190,241Expenses 2011: $162,983Net Income 2011: $27,2582011Revenue 2012: $198,244Expenses 2012: $165,820Net Income 2012: $32,4242012Expenses 2013: $153,5932013Revenue 2014: $213,247Expenses 2014: $165,879Net Income 2014: $47,3682014Revenue 2015: $197,602Expenses 2015: $187,320Net Income 2015: $10,2822015Revenue 2016: $205,228Expenses 2016: $197,736Net Income 2016: $7,4922016Revenue 2017: $218,092Expenses 2017: $195,368Net Income 2017: $22,7242017Revenue 2018: $220,423Expenses 2018: $191,957Net Income 2018: $28,4662018Revenue 2019: $167,550Expenses 2019: $209,458Net Income 2019: -$41,9082019Revenue 2020: $172,738Expenses 2020: $193,394Net Income 2020: -$20,6562020Revenue 2021: $219,929Expenses 2021: $189,623Net Income 2021: $30,3062021Revenue 2022: $189,684Expenses 2022: $174,042Net Income 2022: $15,6422022Revenue 2023: $186,690Expenses 2023: $162,540Net Income 2023: $24,1502023Revenue 2024: $186,575Expenses 2024: $200,231Net Income 2024: -$13,6562024

Highlighted filing

2014

Revenue$213,247
Expenses$165,879
Net Income$47,368
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Sep 25, 2014
Return Version
2013v3.1
Gross Receipts
$213,247
Mission and Program Overview

Mission

Represent the interest of teachers employed by the monterey peninsula unified school district.

Represent the interests of teachers employed by the Monterey Peninsula Unified School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$115,373$138,527▲ $23,154
Cash and Non-Interest-Bearing Accounts$74,398$96,786▲ $22,388
Prepaid Expenses and Deferred Charges$4,088$3,730▼ $358
Land, Buildings, and Equipment, Net$2,051$923▼ $1,128
Accounts Receivable-$377-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$196,014$240,443▲ $44,429
Other Assets Total$104$100▼ $4
Liabilities
Other Liabilities$16,605$13,796▼ $2,809
Accounts Payable and Accrued Expenses$12,139$12,009▼ $130
Total Liabilities$28,744$25,805▼ $2,939
Net Assets / Fund Balance
Unrestricted Net Assets$167,270$214,638▲ $47,368
Total Net Assets Fund Balance$167,270$214,638▲ $47,368
Total Liabilities and Net Assets / Fund Balance$196,014$240,443▲ $44,429

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$905$46,750$47,655
Other Land Buildings$18$3,243$3,261
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Allyson SchweiflerPresidentFT$62,570$62,570

Board Members and Trustees

NameTitle
Jill LowPast President
Rita BurksVice President
Joanna MedinaSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$178,412
Investment Income
$1,752
Other Revenue
$33,083
Change in Net Assets
$47,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,402
Other Expenses$60,477
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$62,570
Other Salaries and Wages---$38,849
Occupancy---$17,228
Fees for Services Accounting---$10,529
Office Expenses---$7,421
Conferences and Meetings---$5,806
Payroll Taxes---$3,189
Depreciation Depletion---$1,545
Pension Plan Contributions---$794
Insurance---$605
Other Expenses---$520
All Other Expenses---$395
Total Functional Expenses$0$0$0$165,879
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,930
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarshps Payable$12,615
Payroll Taxes$1,181
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
94-1602375
Phone
8313758942

Signing Officer

Name
Allyson Schweifler
Title
President
Signed
2014-09-25
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Paul Giamona
Phone
8316469087
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Provided social activities for teachers and awarded those who are active in the Association. Also awarded scholarships to students who are dependents of members or students who plan to become teachers. OTHER PROGRAM SERVICES 5: Reimbursed members for out-of-pocket expenses incurred while representing the Association. OTHER PROGRAM SERVICES 6: Paid accounting, audit, and other professional fees.”

Raw XML Appendix331 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Provided social activities for teachers and awarded those who are active in the Association. Also awarded scholarships to students who are dependents of members or students who plan to become teachers. OTHER PROGRAM SERVICES 5: Reimbursed members for out-of-pocket expenses incurred while representing the Association. OTHER PROGRAM SERVICES 6: Paid accounting, audit, and other professional fees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalLiabilitiesEOYAmt025805
IRS990/TotalLiabilitiesGrp/BOYAmt028744
IRS990/TotalLiabilitiesGrp/EOYAmt025805
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0167270
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0214638
IRS990/TotalProgramServiceRevenueAmt0178412
IRS990/TotalReportableCompFromOrgAmt062570
IRS990/TotalRevenueGrp/ExclusionAmt09930
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0203317
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213247
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0196014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240443
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0167270
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0214638
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLYSON SCHWEIFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20MONTEREY BAY TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0941602375
ReturnHeader/Filer/PhoneNum08313758942
ReturnHeader/Filer/USAddress/AddressLine10550 CAMINO EL ESTERO
ReturnHeader/Filer/USAddress/City0MONTEREY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Paul J Giamona MBA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10330 Via Paraiso
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0939404339
ReturnHeader/PreparerPersonGrp/PhoneNum08316469087
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL GIAMONA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-25T15:16:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,443
Liabilities
$25,805
Net assets
$214,638
Revenue
$213,247
Expenses
$165,879
Net income
$47,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.17$2.88$1.87$2.00$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.17$2.62$1.87$1.63$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.35$2.42$1.90$1.74$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.38$2.51$2.20$1.90$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.40$2.21$1.73$1.93$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.39$2.42$1.68$2.09$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.42$2.84$2.20$1.92$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.34$2.55$2.18$1.95$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.55$2.32$2.05$1.98$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.32$2.25$1.98$1.87$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.26$2.15$2.13$1.66$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.29$1.67$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.24$1.10$1.98$1.66$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.23$0.78$1.90$1.63$0.27