Civic Intelligence

Lincoln Unified Teachers Association

EIN 94-2364950 • 501(c)5 • Stockton, CA

Profile

Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.

2518 Porter WayStockton, CA 95207

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.07x

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

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-74%

Higher net margin than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$12,715

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-76%

Faster asset growth than 6% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

0.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$19,569

Down $61,404 (-76%) from 2023

Liabilities

Down

$1,359

Down $1,789 (-57%) from 2023

Net Assets

Down

$18,210

Down $59,615 (-77%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin5th percentile

Revenue

Up

$80,043

Up $364 (+0.5%) from 2023

Expenses

Down

$139,658

Down $1,710 (-1.2%) from 2023

Net Income

Up

-$59,615

Up $2,074 (+3.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $131,395Liabilities 2011: $252011Assets 2012: $121,117Liabilities 2012: $7802012Assets 2013: $116,224Liabilities 2013: $4Net Assets 2013: $116,2202013Assets 2014: $126,334Liabilities 2014: $348Net Assets 2014: $125,9862014Assets 2015: $130,640Liabilities 2015: $55Net Assets 2015: $130,5852015Assets 2016: $135,399Liabilities 2016: $483Net Assets 2016: $134,9162016Assets 2017: $137,268Liabilities 2017: $420Net Assets 2017: $136,8482017Assets 2018: $139,775Liabilities 2018: $801Net Assets 2018: $138,9742018Assets 2019: $120,234Liabilities 2019: $2,392Net Assets 2019: $117,8422019Assets 2020: $117,023Liabilities 2020: $125Net Assets 2020: $116,8982020Assets 2021: $171,536Liabilities 2021: $326Net Assets 2021: $171,2102021Assets 2022: $141,236Liabilities 2022: $1,722Net Assets 2022: $139,5142022Assets 2023: $80,973Liabilities 2023: $3,148Net Assets 2023: $77,8252023Assets 2024: $19,569Liabilities 2024: $1,359Net Assets 2024: $18,2102024

Highlighted filing

2024

Assets$19,569
Liabilities$1,359
Net Assets$18,210
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $68,874Expenses 2011: $30,361Net Income 2011: $38,5132011Revenue 2012: $38,265Expenses 2012: $49,298Net Income 2012: -$11,0332012Revenue 2013: $38,174Expenses 2013: $42,291Net Income 2013: -$4,1172013Revenue 2014: $38,428Expenses 2014: $28,662Net Income 2014: $9,7662014Revenue 2015: $36,894Expenses 2015: $32,295Net Income 2015: $4,5992015Revenue 2016: $40,513Expenses 2016: $36,182Net Income 2016: $4,3312016Revenue 2017: $44,162Expenses 2017: $42,230Net Income 2017: $1,9322017Revenue 2018: $50,075Expenses 2018: $47,949Net Income 2018: $2,1262018Revenue 2019: $42,623Expenses 2019: $63,755Net Income 2019: -$21,1322019Revenue 2020: $46,550Expenses 2020: $47,494Net Income 2020: -$9442020Revenue 2021: $112,847Expenses 2021: $58,535Net Income 2021: $54,3122021Revenue 2022: $79,287Expenses 2022: $110,983Net Income 2022: -$31,6962022Revenue 2023: $79,679Expenses 2023: $141,368Net Income 2023: -$61,6892023Revenue 2024: $80,043Expenses 2024: $139,658Net Income 2024: -$59,6152024

Highlighted filing

2024

Revenue$80,043
Expenses$139,658
Net Income-$59,615
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,569
Liabilities
$1,359
Net assets
$18,210
Revenue
$80,043
Expenses
$139,658
Net income
-$59,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.18$0.80$1.40$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.03$0.78$0.80$1.41$0.62
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.40$0.79$1.11$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.71$1.13$0.59$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.47$0.47$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.02$1.18$0.43$0.64$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.01$1.39$0.50$0.48$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.44$0.42$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.41$0.36$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.37$0.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.38$0.29$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.38$0.42$0.04
2012Summary only. Only limited summary data is available for this year.$1.21$0.01$0.38$0.49$0.11
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.69$0.30$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 9, 2025
Return Version
2023v6.0
Gross Receipts
$80,043
Mission and Program Overview

Mission

Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.

Program Services

DescriptionGrantsExpenses
Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.-$69,971
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooke SimsSecretaryPT$12,715-$12,715
Tiffany FuhrmeisterVice PresidentPT$12,000-$12,000
Christina Escobar WalkerTreasurerPT$12,000-$12,000
Kadie CollettePresidentPT$12,000-$12,000
Nathan DavidsonChairpersonPT$8,400-$8,400
Peter PerezHs Lead Rep-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Lincoln Unified Teachers Association
EIN
94-2364950
Phone
2094033970
Address
2518 Porter Way, Stockton, CA 95207

Signing Officer

Name
Kadie Collete
Title
President
Signed
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Craig L Dunn CPA
Address
3439 BROOKSIDE ROAD SUITE 201, STOCKTON, CA 95219
Preparer
Craig L Dunn CPA
Phone
2099519999
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1437”

Other Expenses.1009

“Depreciation $1280”

Other Expenses.1

“Activities/Programs $35554”

Other Expenses.2

“Conference & Training Expenses $25656”

Other Expenses.3

“Council Meeting Expenses $7690”

Other Expenses.4

“Website/Internet Expenses $2320”

Other Expenses.5

“Telephone $1444”

Other Expenses.6

“Negotiations Expense $1071”

Other Expenses.7

“Storage $840”

Other Expenses.8

“Bank Service Charges $248”

Other Assets.1003

“Machinery and Equipment - Beginning $3086 Machinery and Equipment - Ending $1806”

Total Liabilities.1

“Credit Card Payable - Beginning $3148 Credit Card Payable - Ending $1359”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Christina Escobar Walker
IRS990EZ/BooksInCareOfDetail/PhoneNum02094233936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02518 Porter Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stockton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017763
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079883
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-59615
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04003
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019569
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt080043
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0160
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018210
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt312000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt48400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tiffany Fuhrmeister
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christina Escobar Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brooke Sims
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kadie Collette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nathan Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Peter Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HS Lead Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03086
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01806
IRS990EZ/OtherExpensesTotalAmt077540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher's labor bargaining association, negotiates teachers contracts and benefits, and provides educational structure and workshops for training of teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069971
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt058115
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03148
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01359
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0139658
IRS990EZ/TotalProgramServiceExpensesAmt069971
IRS990EZ/TotalRevenueAmt080043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activities/Programs $35554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conference & Training Expenses $25656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Council Meeting Expenses $7690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website/Internet Expenses $2320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $1444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Negotiations Expense $1071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Storage $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Service Charges $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $3086 Machinery and Equipment - Ending $1806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Credit Card Payable - Beginning $3148 Credit Card Payable - Ending $1359
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kadie Collete
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lincoln Unified Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0942364950
ReturnHeader/Filer/PhoneNum02094033970
ReturnHeader/Filer/USAddress/AddressLine1Txt02518 Porter Way
ReturnHeader/Filer/USAddress/CityNm0Stockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822244878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG L DUNN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03439 BROOKSIDE ROAD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099519999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig L Dunn CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-09T13:34:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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