Civic Intelligence

Union District Educators Association

990EZ • Fiscal year 2014 • EIN 94-2439679

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

Organization ProfileN/A
4810 Harwood Rd Ste 10195124

(408) 267-4660

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

34th percentile

-2.2%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

58th percentile

$3,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

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

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

67th percentile

5.5%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,076

Down $1,259 (-2.2%) from 2013

Net Assets

$55,076

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$58,051

Up $3,020 (+5.5%) from 2013

Expenses

Up

$59,310

Up $3,837 (+6.9%) from 2013

Net Income

Down

-$1,259

Down $817 (-185%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2011: $54,359Liabilities 2011: $02011Assets 2012: $56,777Liabilities 2012: $02012Assets 2013: $56,335Liabilities 2013: $02013Assets 2014: $55,076Net Assets 2014: $55,0762014Assets 2015: $62,010Net Assets 2015: $62,0102015Assets 2016: $100,882Net Assets 2016: $100,8822016Assets 2017: $121,860Net Assets 2017: $121,8602017Assets 2018: $124,961Liabilities 2018: $02018Assets 2019: $155,069Liabilities 2019: $0Net Assets 2019: $155,0692019Assets 2020: $176,666Liabilities 2020: $0Net Assets 2020: $176,6662020Assets 2021: $197,806Liabilities 2021: $0Net Assets 2021: $197,8062021Assets 2022: $175,035Liabilities 2022: $0Net Assets 2022: $175,0352022Assets 2023: $178,538Liabilities 2023: $0Net Assets 2023: $178,5382023Assets 2024: $161,037Liabilities 2024: $0Net Assets 2024: $161,0372024

Highlighted filing

2014

Assets$55,076
Liabilities-
Net Assets$55,076
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2011: $41,323Expenses 2011: $54,250Net Income 2011: -$12,9272011Revenue 2012: $53,166Expenses 2012: $50,748Net Income 2012: $2,4182012Revenue 2013: $55,031Expenses 2013: $55,473Net Income 2013: -$4422013Revenue 2014: $58,051Expenses 2014: $59,310Net Income 2014: -$1,2592014Revenue 2015: $58,964Expenses 2015: $52,030Net Income 2015: $6,9342015Revenue 2016: $87,949Expenses 2016: $49,077Net Income 2016: $38,8722016Revenue 2017: $69,194Expenses 2017: $48,216Net Income 2017: $20,9782017Revenue 2018: $61,197Expenses 2018: $58,096Net Income 2018: $3,1012018Revenue 2019: $72,194Expenses 2019: $42,086Net Income 2019: $30,1082019Revenue 2020: $65,702Expenses 2020: $44,105Net Income 2020: $21,5972020Revenue 2021: $60,373Expenses 2021: $39,233Net Income 2021: $21,1402021Revenue 2022: $62,527Expenses 2022: $85,298Net Income 2022: -$22,7712022Revenue 2023: $74,166Expenses 2023: $70,663Net Income 2023: $3,5032023Revenue 2024: $72,101Expenses 2024: $89,602Net Income 2024: -$17,5012024

Highlighted filing

2014

Revenue$58,051
Expenses$59,310
Net Income-$1,259
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 1, 2015
Return Version
2013v4.0
Gross Receipts
$58,051
Mission and Program Overview

Mission

To provide union representation for certificated school teachers

To provide union representation for certificated school teachers.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS THE UNION FOR CERTIFICATED TEACHERS IN THE UNION SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MARTINPresident-$3,000-$3,000
NANCY WHEELERTreasurer-$2,500-$2,500
MARY CADDELLSecretary-$1,000-$1,000
LINDA RAMSEYMember At Large-$1,000-$1,000
SHARON VICTORINEVice President-$1,000-$1,000
KIM HAMMMember At Large-$1,000-$1,000
JOAN WEHNERVice President-$0--
Filing and Contact Details

Filer

EIN
94-2439679
Phone
4082674660

Signing Officer

Name
Nancy Wheeler
Title
Treasurer
Signed
2015-04-01
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $133”

Other Expenses.1007

“Conferences, Conventions, and Meetings $575”

Other Expenses.1

“UNISERV PAYMENTS $26545”

Other Expenses.2

“RELEASE TIME $2597”

Other Expenses.3

“SOCIAL EXPENSE $2247”

Other Expenses.4

“Membership training $2093”

Other Expenses.5

“Executive board expenses $1515”

Other Expenses.6

“Miscellaneous expenses $566”

Other Expenses.7

“AGENCY FEE $184”

Other Expenses.8

“REP COUNCIL EXPENSES $90”

Raw XML Appendix131 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/PersonNm0NANCY WHEELER
IRS990EZ/BooksInCareOfDetail/PhoneNum04082674660
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104810 HARWOOD RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1259
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07440
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056335
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055076
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt058051
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt096
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt057955
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056335
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056335
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055076
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN WEHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY CADDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARON VICTORINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIM HAMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036545
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNION REPRESENTATION FOR CERTIFICATED SCHOOL TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS THE UNION FOR CERTIFICATED TEACHERS IN THE UNION SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015325
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059310
IRS990EZ/TotalRevenueAmt058051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNISERV PAYMENTS $26545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RELEASE TIME $2597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOCIAL EXPENSE $2247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP TRAINING $2093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXECUTIVE BOARD EXPENSES $1515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS EXPENSES $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AGENCY FEE $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REP COUNCIL EXPENSES $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNION DISTRICT EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0942439679
ReturnHeader/Filer/PhoneNum04082674660
ReturnHeader/Filer/USAddress/AddressLine104810 HARWOOD RD STE 101
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095124
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/ReturnTs02015-04-01T10:28:33-07:00
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
$55,076
Liabilities
-
Net assets
$55,076
Revenue
$58,051
Expenses
$59,310
Net income
-$1,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.72$0.90$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.74$0.71$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.63$0.85$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.60$0.39$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.66$0.44$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.72$0.42$0.30
2018Summary only. Only limited summary data is available for this year.$1.25$0.00$0.61$0.58$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$0.69$0.48$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.88$0.49$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.59$0.52$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.58$0.59$0.01
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.55$0.55$0.00
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.53$0.51$0.02
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.41$0.54$0.13