Civic Intelligence

Milpitas Teachers Association

990EZ • Fiscal year 2014 • EIN 94-2374641

Sep 01, 2013 to Aug 31, 2014 • Filed on Feb 13, 2015

Organization ProfileN/A
888 S Capitol Ave95127

(408) 272-0601

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

19th percentile

-10%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

71st percentile

$7,800

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

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

Asset Growth

31st percentile

-4.0%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

65th percentile

4.7%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$201,801

Down $8,410 (-4.0%) from 2013

Net Assets

$201,801

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$82,689

Up $3,719 (+4.7%) from 2013

Expenses

Up

$91,099

Up $8,416 (+10%) from 2013

Net Income

Down

-$8,410

Down $4,697 (-127%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2011: $205,822Liabilities 2011: $02011Assets 2012: $213,924Liabilities 2012: $02012Assets 2013: $210,211Liabilities 2013: $02013Assets 2014: $201,801Net Assets 2014: $201,8012014Assets 2015: $206,276Net Assets 2015: $206,2762015Assets 2016: $221,418Net Assets 2016: $221,4182016Assets 2017: $236,027Net Assets 2017: $236,0272017Assets 2018: $249,910Net Assets 2018: $249,9102018Assets 2019: $264,581Net Assets 2019: $264,5812019Assets 2020: $285,264Net Assets 2020: $285,2642020Assets 2021: $292,104Net Assets 2021: $292,1042021Assets 2022: $307,320Net Assets 2022: $307,3202022Assets 2023: $344,073Liabilities 2023: $0Net Assets 2023: $344,0732023Assets 2024: $434,449Liabilities 2024: $0Net Assets 2024: $434,4492024

Highlighted filing

2014

Assets$201,801
Liabilities-
Net Assets$201,801
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $81,340Expenses 2011: $62,684Net Income 2011: $18,6562011Revenue 2012: $79,377Expenses 2012: $71,275Net Income 2012: $8,1022012Revenue 2013: $78,970Expenses 2013: $82,683Net Income 2013: -$3,7132013Revenue 2014: $82,689Expenses 2014: $91,099Net Income 2014: -$8,4102014Revenue 2015: $108,036Expenses 2015: $103,561Net Income 2015: $4,4752015Revenue 2016: $110,734Expenses 2016: $95,592Net Income 2016: $15,1422016Revenue 2017: $117,167Expenses 2017: $102,558Net Income 2017: $14,6092017Revenue 2018: $118,137Expenses 2018: $104,254Net Income 2018: $13,8832018Revenue 2019: $110,793Expenses 2019: $96,122Net Income 2019: $14,6712019Revenue 2020: $111,277Expenses 2020: $90,594Net Income 2020: $20,6832020Revenue 2021: $104,246Expenses 2021: $97,406Net Income 2021: $6,8402021Revenue 2022: $111,357Expenses 2022: $96,141Net Income 2022: $15,2162022Revenue 2023: $220,924Expenses 2023: $184,171Net Income 2023: $36,7532023Revenue 2024: $231,786Expenses 2024: $141,410Net Income 2024: $90,3762024

Highlighted filing

2014

Revenue$82,689
Expenses$91,099
Net Income-$8,410
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$82,689
Mission and Program Overview

Mission

To provide union representation for certified school teachers

Program Services

DescriptionGrantsExpenses
PAYMENTS TO PROVIDE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA ORLANDOPresidentPT$7,800-$7,800
PATRICIA SMITHVice President-$6,000-$6,000
JEFF MASUDATreasurer-$2,600-$2,600
EILEEN KEATINGSecretary-$2,400-$2,400
MICHAEL VIEYRACouncil Rep.-$0--
CLARISSA ISBELLEbrd Member-$0--
STEPHANIE WOODHAMSEbrd Member-$0--
RENNE ROCHEEbrd Member-$0--
L ELIZABETH CORREAEbrd Member-$0--
Filing and Contact Details

Filer

EIN
94-2374641
Phone
4082720601

Signing Officer

Name
Diana Orlando
Title
President
Signed
2015-02-13
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $348”

Other Expenses.1

“UNISERV EXEPENSES $39100”

Other Expenses.2

“CONSULTING FEES $2400”

Other Expenses.3

“NEGOTIATIONS $2231”

Other Expenses.4

“SCHOLARSHIP AWARDS $2000”

Other Expenses.6

“Awards, gifts & contributions $1001”

Other Expenses.7

“Miscellaneous expenses $749”

Other Expenses.8

“PUBLIC RELATIONS $500”

Other Expenses.9

“Rep council expenses $478”

Other Expenses.10

“Worker compensation insurance $314”

Other Expenses.11

“AGENCY FEE/MEMBERS $188”

Raw XML Appendix142 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/PersonNm0DIANA ORLANDO
IRS990EZ/BooksInCareOfDetail/PhoneNum04082720601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10888 S CAPITOL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0210211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0201801
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05205
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0210211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0201801
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt082689
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0326
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt082363
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0210211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201801
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0210211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201801
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA ORLANDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF MASUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EILEEN KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL VIEYRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLARISSA ISBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE WOODHAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RENNE ROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8L ELIZABETH CORREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Council Rep.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EBRD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EBRD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EBRD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EBRD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049309
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt01200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO PROVIDE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035385
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091099
IRS990EZ/TotalRevenueAmt082689
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNISERV EXEPENSES $39100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING FEES $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEGOTIATIONS $2231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP AWARDS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AWARDS, GIFTS & CONTRIBUTIONS $1001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS EXPENSES $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REP COUNCIL EXPENSES $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WORKER COMPENSATION INSURANCE $314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AGENCY FEE/MEMBERS $188
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA ORLANDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILPITAS TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MILP
ReturnHeader/Filer/EIN0942374641
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine10888 S CAPITOL AVE
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02015-02-13T15:28:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$201,801
Liabilities
-
Net assets
$201,801
Revenue
$82,689
Expenses
$91,099
Net income
-$8,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$2.32$1.41$0.90
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$2.21$1.84$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.07$3.07$1.11$0.96$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.92$2.92$1.04$0.97$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.85$2.85$1.11$0.91$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.65$2.65$1.11$0.96$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.50$2.50$1.18$1.04$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.36$2.36$1.17$1.03$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.21$2.21$1.11$0.96$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.06$2.06$1.08$1.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.83$0.91$0.08
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.79$0.83$0.04
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.79$0.71$0.08
2011Summary only. Only limited summary data is available for this year.$2.06$0.00$0.81$0.63$0.19