Civic Intelligence

Milpitas Teachers Association

990EZ • Fiscal year 2022 • EIN 94-2374641

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 13, 2023

Organization ProfileN/A
142 N Milpitas Blvd 475Milpitas, CA 95035

(209) 829-8534

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$14,400

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

6.8%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$307,320

Up $15,216 (+5.2%) from 2021

Net Assets

Up

$307,320

Up $15,216 (+5.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$111,357

Up $7,111 (+6.8%) from 2021

Expenses

Down

$96,141

Down $1,265 (-1.3%) from 2021

Net Income

Up

$15,216

Up $8,376 (+122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$307,320
Liabilities-
Net Assets$307,320
Open 2022 Filing

Operations Trend

Revenue Growth66th 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

2022

Revenue$111,357
Expenses$96,141
Net Income$15,216
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 13, 2023
Return Version
2021v4.1
Gross Receipts
$111,357
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 Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA ORLANDOPresidentPT$14,400-$14,400
CLARISSA ISBELLVice President-$9,600-$9,600
VICTORIA RAMIREZTreasurer-$9,000-$9,000
RENEE GAVELLOSecretary-$2,400-$2,400
Filing and Contact Details

Filer

Filer Name
Milpitas Teachers Association
EIN
94-2374641
Phone
2098298534
Address
142 N Milpitas Blvd 475, MILPITAS, CA 95035

Signing Officer

Name
Diana Orlando
Title
President
Signed
2023-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Mj Partners Llp
Address
150 E CAMPBELL AVE STE 201, CAMPBELL, CA 95008
Preparer
Jennifer Ho
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $507”

Other Expenses.1

“UNISERV EXEPENSES $41360”

Other Expenses.2

“NEGOTIATIONS $5390”

Other Expenses.3

“SOCIAL EXPENSE $3550”

Other Expenses.4

“SCHOLARSHIP AWARDS $1500”

Other Expenses.5

“Executive board expenses $800”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1172 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix125 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/PhoneNum02098298534
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 N Milpitas Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILPITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0290932
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0307320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015216
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292104
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0307320
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111357
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0111338
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0307320
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0307320
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/CompensationAmt32400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA ORLANDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLARISSA ISBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE GAVELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01172
IRS990EZ/OtherExpensesTotalAmt053107
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt0552
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO PROVIDE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040957
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt096141
IRS990EZ/TotalRevenueAmt0111357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNISERV EXEPENSES $41360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEGOTIATIONS $5390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOCIAL EXPENSE $3550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP AWARDS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE BOARD EXPENSES $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid Expenses and Deferred Charges - Beginning $1172 Prepaid Expenses and Deferred Charges - Ending $0
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.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA ORLANDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILPITAS TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MILP
ReturnHeader/Filer/EIN0942374641
ReturnHeader/Filer/PhoneNum02098298534
ReturnHeader/Filer/USAddress/AddressLine1Txt0142 N Milpitas Blvd 475
ReturnHeader/Filer/USAddress/CityNm0MILPITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824901087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MJ PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E CAMPBELL AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER HO
ReturnHeader/ReturnTs02023-07-13T16:14:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORLANDO
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,320
Liabilities
-
Net assets
$307,320
Revenue
$111,357
Expenses
$96,141
Net income
$15,216
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