Civic Intelligence

Union District Educators Association

990EZ • Fiscal year 2016 • EIN 94-2439679

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 16, 2017

Organization ProfileN/A
4810 Harwood Rd Ste 101San Jose, CA 95124

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

96th percentile

44%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

57th percentile

$2,500

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

63%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

49%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$100,882

Up $38,872 (+63%) from 2015

Net Assets

Up

$100,882

Up $38,872 (+63%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$87,949

Up $28,985 (+49%) from 2015

Expenses

Down

$49,077

Down $2,953 (-5.7%) from 2015

Net Income

Up

$38,872

Up $31,938 (+461%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2016

Assets$100,882
Liabilities-
Net Assets$100,882
Open 2016 Filing

Operations Trend

Revenue Growth95th 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

2016

Revenue$87,949
Expenses$49,077
Net Income$38,872
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 16, 2017
Return Version
2015v3.0
Gross Receipts
$87,949
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 Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON VICTORINEPresident-$2,500-$2,500
NANCY WHEELERTreasurer-$1,750-$1,750
MICHELLE GUZMANVice President-$1,000-$1,000
MARY CADDELLSecretary-$1,000-$1,000
LINDA RAMSEYMember At Large-$1,000-$1,000
DIANNA TALLEYMember At Large-$1,000-$1,000
CATIE WILCOXCommunications-$1,000-$1,000
JULIE GUGLIELMOVice President-$875-$875
Filing and Contact Details

Filer

Filer Name
Union District Educators Association
EIN
94-2439679
Phone
4082674660
Address
4810 HARWOOD RD STE 101, SAN JOSE, CA 95124

Signing Officer

Name
Nancy Wheeler
Title
Treasurer
Signed
2017-03-16
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

Client Note 1

“Client Note 1 - BLOSSOM RIDGE UNISERV WAS DISBANDED ON JANUARY 19, 2016 AND THEIR REMAINING CASH WAS DISTRIBUTED AMONGST EIGHT LOCAL AGENCIES THAT THEY SERVED, INCLUDING UNION DISTRICT EDUCATORS ASSOCIATION. THE AMOUNT RECEIVED BY UNION DISTRICT EDUCATORS ASSOCIATION WAS $29,022 AND THIS IS INCLUDED AS OTHER REVENUE ON LINE 8 OF FORM 990-EZ.”

Other Revenue.1

“Uniserve dissolution $29782”

Other Expenses.1002

“Office Expenses $45”

Other Expenses.1007

“Conferences, Conventions, and Meetings $749”

Other Expenses.1

“UNISERV PAYMENTS $11633”

Other Expenses.2

“AWARDS AND GIFTS $4126”

Other Expenses.3

“Rep council expenses $1436”

Other Expenses.4

“NEGOTIATIONS $1378”

Other Expenses.5

“RELEASE TIME $1140”

Other Expenses.6

“Executive board expenses $847”

Other Expenses.7

“Miscellaneous expenses $240”

Raw XML Appendix138 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/PhoneNum04082674660
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062010
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038872
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07220
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt062010
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt087949
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058061
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062010
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062010
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100882
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/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE GUZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY CADDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON VICTORINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE GUGLIELMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANNA TALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CATIE WILCOX
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/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021594
IRS990EZ/OtherRevenueTotalAmt029782
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/SalariesOtherCompEmplBnftAmt020263
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049077
IRS990EZ/TotalRevenueAmt087949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - BLOSSOM RIDGE UNISERV WAS DISBANDED ON JANUARY 19, 2016 AND THEIR REMAINING CASH WAS DISTRIBUTED AMONGST EIGHT LOCAL AGENCIES THAT THEY SERVED, INCLUDING UNION DISTRICT EDUCATORS ASSOCIATION. THE AMOUNT RECEIVED BY UNION DISTRICT EDUCATORS ASSOCIATION WAS $29,022 AND THIS IS INCLUDED AS OTHER REVENUE ON LINE 8 OF FORM 990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNISERVE DISSOLUTION $29782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNISERV PAYMENTS $11633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AWARDS AND GIFTS $4126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REP COUNCIL EXPENSES $1436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NEGOTIATIONS $1378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RELEASE TIME $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EXECUTIVE BOARD EXPENSES $847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSES $240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION DISTRICT EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0942439679
ReturnHeader/Filer/PhoneNum04082674660
ReturnHeader/Filer/USAddress/AddressLine1Txt04810 HARWOOD RD STE 101
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095124
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/ReturnTs02017-03-16T11:22:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,882
Liabilities
-
Net assets
$100,882
Revenue
$87,949
Expenses
$49,077
Net income
$38,872
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