Civic Intelligence

Milpitas Teachers Association

990EZ • Fiscal year 2018 • EIN 94-2374641

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 12, 2019

Organization ProfileN/A
1333 Piedmont Road Ste 106San Jose, CA 95132

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

81st percentile

$14,400

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

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

Asset Growth

60th percentile

5.9%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$249,910

Up $13,883 (+5.9%) from 2017

Net Assets

Up

$249,910

Up $13,883 (+5.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$118,137

Up $970 (+0.8%) from 2017

Expenses

Up

$104,254

Up $1,696 (+1.7%) from 2017

Net Income

Down

$13,883

Down $726 (-5.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$249,910
Liabilities-
Net Assets$249,910
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$118,137
Expenses$104,254
Net Income$13,883
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 12, 2019
Return Version
2017v2.2
Gross Receipts
$118,137
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 Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA ORLANDOPresidentPT$14,400-$14,400
EILEEN KEATINGVice President-$9,600-$9,600
VICTORIA RAMIREZTreasurer-$9,000-$9,000
OONA CADORINSecretary-$800-$800
Filing and Contact Details

Filer

Filer Name
Milpitas Teachers Association
EIN
94-2374641
Phone
4082720601
Address
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Diana Orlando
Title
President
Signed
2019-07-12
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 Revenue.1

“OTHER INCOME $505”

Other Expenses.1007

“Conferences, Conventions, and Meetings $580”

Other Expenses.1

“UNISERV EXEPENSES $46820”

Other Expenses.2

“PUBLIC RELATIONS $3224”

Other Expenses.3

“NEGOTIATIONS $2621”

Other Expenses.4

“SCHOLARSHIP AWARDS $1500”

Other Expenses.5

“AGENCY FEE/MEMBERS $658”

Other Expenses.6

“SOCIAL EXPENSE $607”

Other Expenses.7

“Awards, gifts & contributions $320”

Other Expenses.8

“BANK CHARGES $204”

Other Expenses.9

“Miscellaneous expenses $20”

Raw XML Appendix124 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANA ORLANDO
IRS990EZ/BooksInCareOfDetail/PhoneNum04082720601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0236027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0249910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013883
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07975
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0236027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0249910
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0118137
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0265
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0117367
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0249910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0249910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt014400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt29000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA ORLANDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EILEEN KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3OONA CADORIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056554
IRS990EZ/OtherRevenueTotalAmt0505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO PROVIDE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039725
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104254
IRS990EZ/TotalRevenueAmt0118137
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNISERV EXEPENSES $46820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC RELATIONS $3224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEGOTIATIONS $2621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP AWARDS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AGENCY FEE/MEMBERS $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SOCIAL EXPENSE $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWARDS, GIFTS & CONTRIBUTIONS $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
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 Expenses.9
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA ORLANDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILPITAS TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MILP
ReturnHeader/Filer/EIN0942374641
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770237214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-07-12T08:39:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,910
Liabilities
-
Net assets
$249,910
Revenue
$118,137
Expenses
$104,254
Net income
$13,883
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • <$500k nonprofits