Civic Intelligence

Union District Educators Association

990EZ • Fiscal year 2018 • EIN 94-2439679

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

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

58th percentile

$2,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

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

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

17th percentile

-12%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$124,961

Flat from 2018

Net Assets

$124,961

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Flat

$61,197

Flat from 2018

Expenses

Flat

$58,096

Flat from 2018

Net Income

Flat

$3,101

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $124,961Net Assets 2018: $124,9612018Assets 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

2018

Assets$124,961
Liabilities-
Net Assets$124,961
Open 2018 Filing

Operations Trend

Revenue Growth17th 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 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

2018

Revenue$61,197
Expenses$58,096
Net Income$3,101
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
$61,197
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
JULIE GUGLIELMOPresident-$2,500-$2,500
SHAWN MILLERTreasurer-$1,900-$1,900
SHANNON MCDOWELLVice President-$1,500-$1,500
MARY KILLENSecretary-$1,000-$1,000
KIM WATKINSCommunications-$1,000-$1,000
ELIZABETH SHAWMember At Large-$900-$900
REBECCA LACYVice President-$875-$875
LAURA BETTER-HENRYMember At Large-$0--
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
Shawn Miller
Title
Treasurer
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 Expenses.1007

“Conferences, Conventions, and Meetings $984”

Other Expenses.1

“Social & membership expenses $4472”

Other Expenses.2

“BARGAINING $1507”

Other Expenses.3

“Executive board expenses $678”

Other Expenses.4

“Rep council expenses $327”

Other Expenses.5

“Miscellaneous expenses $166”

Other Expenses.6

“AGENCY FEE/MEMBERS $122”

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/PersonNm0SHAWN MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum04082674660
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04810 HARWOOD RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121860
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03101
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06010
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121860
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124961
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt061197
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0227
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt060970
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121860
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121860
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124961
IRS990EZ/OccupancyRentUtltsAndMaintAmt024255
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/CompensationAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE GUGLIELMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA LACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY KILLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAWN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA BETTER-HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08256
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/SalariesOtherCompEmplBnftAmt019575
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058096
IRS990EZ/TotalRevenueAmt061197
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL & MEMBERSHIP EXPENSES $4472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BARGAINING $1507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE BOARD EXPENSES $678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REP COUNCIL EXPENSES $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSES $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AGENCY FEE/MEMBERS $122
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 Expenses.6
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-12
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/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/ReturnTs02019-07-12T14:23:29-07:00
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
$124,961
Liabilities
-
Net assets
$124,961
Revenue
$61,197
Expenses
$58,096
Net income
$3,101
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
2018Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.61$0.58$0.03
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