Civic Intelligence

Union District Educators Association

990EZ • Fiscal year 2019 • EIN 94-2439679

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 14, 2020

Organization ProfileN/A
4810 Harwood Road Suite 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

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$4,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

18%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$155,069

Up $30,108 (+24%) from 2018

Net Assets

$155,069

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$72,194

Up $10,997 (+18%) from 2018

Expenses

Down

$42,086

Down $16,010 (-28%) from 2018

Net Income

Up

$30,108

Up $27,007 (+871%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2019

Assets$155,069
Liabilities$0
Net Assets$155,069
Open 2019 Filing

Operations Trend

Revenue Growth85th 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

2019

Revenue$72,194
Expenses$42,086
Net Income$30,108
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 14, 2020
Return Version
2018v3.0
Gross Receipts
$72,194
Mission and Program Overview

Mission

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 Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie GuglielmoPresident-$4,000-$4,000
Shawn MillerTreasurer-$3,000-$3,000
Shannon McDowellVice President-$1,250-$1,250
Rebecca LacyVice President-$1,000-$1,000
Mary KillenSecretary-$1,000-$1,000
Elizabeth ShawMember At Large-$1,000-$1,000
Laura Better-HenryMember At Large-$1,000-$1,000
Kim WatkinsCommunications-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Union District Educators Association
EIN
94-2439679
Phone
4082674660
Address
4810 Harwood Road Suite 101, San Jose, CA 95124

Signing Officer

Name
Shawn Miller
Title
Treasurer
Phone
8312528734
Signed
2020-07-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bargaining;628|Conferences, Conventions, and Meetings;75|Executive Board Expenses;750|Miscellaneous Expenses;2073|Rep Council Expenses;355|Social & Membership Expenses;4825^Total;8706^”

Raw XML Appendix130 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04810 Harwood Road Suite 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124961
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0155069
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt030108
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124961
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155069
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt072194
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0476
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071718
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124961
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155069
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124961
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155069
IRS990EZ/OccupancyRentUtltsAndMaintAmt012130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08706
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt042086
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt072194
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bargaining;628|Conferences, Conventions, and Meetings;75|Executive Board Expenses;750|Miscellaneous Expenses;2073|Rep Council Expenses;355|Social & Membership Expenses;4825^Total;8706^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shawn Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08312528734
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Union District Educators Association
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0942439679
ReturnHeader/Filer/PhoneNum04082674660
ReturnHeader/Filer/USAddress/AddressLine1Txt04810 Harwood Road Suite 101
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095124
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.164.122.61
ReturnHeader/ReturnTs02020-07-14T21:56:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,069
Liabilities
$0
Net assets
$155,069
Revenue
$72,194
Expenses
$42,086
Net income
$30,108
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