Civic Intelligence

Foothill-De Anza Faculty Association

990 • Fiscal year 2016 • EIN 94-2448146

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 07, 2017

12345 El Monte RoadLos Altos Hills, CA 94022-4504

(650) 949-7544

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$771,394

Up $34,653 (+4.7%) from 2015

Net Assets

Up

$742,166

Up $20,552 (+2.8%) from 2015

Liabilities

Up

$29,228

Up $14,101 (+93%) from 2015

Revenue

Up

$489,071

Up $13,324 (+2.8%) from 2015

Expenses

Up

$468,864

Up $38,819 (+9.0%) from 2015

Net Income

Down

$20,207

Down $25,495 (-56%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $714,820Liabilities 2012: $13,370Net Assets 2012: $701,4502012Assets 2013: $657,519Liabilities 2013: $13,915Net Assets 2013: $643,6042013Assets 2014: $696,718Liabilities 2014: $17,223Net Assets 2014: $679,4952014Assets 2015: $736,741Liabilities 2015: $15,127Net Assets 2015: $721,6142015Assets 2016: $771,394Liabilities 2016: $29,228Net Assets 2016: $742,1662016Assets 2017: $834,165Liabilities 2017: $3,583Net Assets 2017: $830,5822017Assets 2018: $890,631Liabilities 2018: $12,810Net Assets 2018: $877,8212018Assets 2019: $876,824Liabilities 2019: $8,643Net Assets 2019: $868,1812019Assets 2020: $913,723Liabilities 2020: $3,673Net Assets 2020: $910,0502020Assets 2021: $866,210Liabilities 2021: $9,560Net Assets 2021: $856,6502021Assets 2022: $868,463Liabilities 2022: $10,060Net Assets 2022: $858,4032022Assets 2023: $893,027Liabilities 2023: $16,946Net Assets 2023: $876,0812023Assets 2024: $901,986Liabilities 2024: $6,603Net Assets 2024: $895,3832024Assets 2025: $976,386Liabilities 2025: $5,821Net Assets 2025: $970,5652025

Highlighted filing

2016

Assets$771,394
Liabilities$29,228
Net Assets$742,166

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $485,738Expenses 2012: $571,774Net Income 2012: -$86,0362012Revenue 2013: $451,415Expenses 2013: $507,686Net Income 2013: -$56,2712013Revenue 2014: $469,141Expenses 2014: $434,825Net Income 2014: $34,3162014Revenue 2015: $475,747Expenses 2015: $430,045Net Income 2015: $45,7022015Revenue 2016: $489,071Expenses 2016: $468,864Net Income 2016: $20,2072016Revenue 2017: $523,609Expenses 2017: $453,359Net Income 2017: $70,2502017Revenue 2018: $503,416Expenses 2018: $454,000Net Income 2018: $49,4162018Revenue 2019: $477,315Expenses 2019: $490,990Net Income 2019: -$13,6752019Revenue 2020: $474,941Expenses 2020: $429,246Net Income 2020: $45,6952020Revenue 2021: $447,337Expenses 2021: $501,569Net Income 2021: -$54,2322021Revenue 2022: $426,416Expenses 2022: $421,067Net Income 2022: $5,3492022Revenue 2023: $472,345Expenses 2023: $461,170Net Income 2023: $11,1752023Revenue 2024: $548,409Expenses 2024: $529,107Net Income 2024: $19,3022024Revenue 2025: $587,886Expenses 2025: $514,149Net Income 2025: $73,7372025

Highlighted filing

2016

Revenue$489,071
Expenses$468,864
Net Income$20,207
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 7, 2017
Return Version
2015v3.0
Gross Receipts
$489,071
Mission and Program Overview

Mission

Labor (faculty) contract representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$201,292$610,622▲ $409,330
Cash and Non-Interest-Bearing Accounts$121,911$127,320▲ $5,409
Savings and Temporary Cash Investments$410,780$32,182▼ $378,598
Land, Buildings, and Equipment, Net$2,758$1,270▼ $1,488
Total Assets$736,741$771,394▲ $34,653
Liabilities
Accounts Payable and Accrued Expenses$15,127$29,228▲ $14,101
Total Liabilities$15,127$29,228▲ $14,101
Net Assets / Fund Balance
Unrestricted Net Assets$699,489$719,934▲ $20,445
Temporarily Rstr Net Assets$22,125$22,232▲ $107
Total Net Assets Fund Balance$721,614$742,166▲ $20,552
Total Liabilities and Net Assets / Fund Balance$736,741$771,394▲ $34,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,270$23,528$24,798
Other Securities$558,810--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Richard HansenPresidentFT$28,709$28,709
Raymond BrennanBoard MemberPT$28,318$28,318
Mary Ellen GoodwinPart-time SecretaryPT$23,046$23,046
Kathy PerinoBoard Member-$4,414$4,414
Lisa MarkusVice President-$3,361$3,361
Amy EdwardsBoard Member-$2,550$2,550
Nicole GrayBoard Member-$1,400$1,400
Bill ZeigenhornExecutive Secretary-$1,016$1,016
Anne ArgyriouBoard Member-$900$900
Bob StockwellBoard Member-$700$700
Karen EricksonBoard Member-$700$700
Katherine SchaefersBoard Member-$700$700

Board Members and Trustees

NameTitle
Donna FrankelBoard Member
Kim PalmoreBoard Member
Nicky YuenBoard Member
Steve BathamBoard Member
Steve HowlandBoard Member
Susan YoesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$459,007
Program Service Revenue
$12,017
Investment Income
$7,208
Other Revenue
$10,839
All Other Contributions
$2,800
Change in Net Assets
$20,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$468,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$38,790
Conferences and Meetings---$34,254
All Other Expenses---$28,513
Other Expenses---$16,565
Office Expenses---$9,329
Depreciation Depletion---$1,488
Insurance---$500
Total Functional Expenses$0$0$0$468,864
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Foothill de anza faculty association is a faculty employee membership organization which includes all faculty unless an individual faculty member elects not to be a member.

Form 990, Part VI, Section A, Line 7A

Members annually elect the board members.

Form 990, Part VI, Section A, Line 7B

The faculty association holds an annual meeting at which actions of the board are ratified.

Form 990, Part VI, Section B, Line 11

Board of directors reviews the 990 at the same time it reviews the annual financial statements.

Form 990, Part VI, Section B, Line 12C

The board annually reviews its conflict of interest policy and violations of the policy are monitored until resolved.

Form 990, Part VI, Section B, Line 15

The governing board annually reviews staff compensation and salaries.

Form 990, Part VI, Section C, Line 19

Foothill de anza faculty association provides its governing documents, conflict of interest policy and financial statements to anyone requesting them. Furthermore, the california attorney general maintains a publicly viewable website with scanned copies of the organization's 990 information returns.

Filing and Contact Details

Filer

Filer Name
Foothill-de Anza Faculty Association
EIN
94-2448146
Phone
6509497544
Address
12345 EL MONTE ROAD, LOS ALTOS HILLS, CA 94022-4504

Signing Officer

Name
Lisa Markus
Title
President
Phone
6509497544
Signed
2017-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Hansen
Formed
1977
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
20

Preparer

Firm
Morton & Associates Inc
Address
2479 EAST BAYSHORE ROAD SUITE 285, PALO ALTO, CA 94303
Preparer
Jack Morton
Phone
6503236665
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
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IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010839
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010839
IRS990/OtherRevenueTotalAmt010839
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD HANSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012017
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0447154
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08535
IRS990/PYOtherExpensesAmt0430045
IRS990/PYOtherRevenueAmt020058
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt045702
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0430045
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0475747
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt020207
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0410780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032182
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0456207
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01270
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023528
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024798
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt051812
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1558810
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES - LORD ABBETT INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1WELLS FARGO -
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01270
IRS990ScheduleD/TotalBookValueSecuritiesAmt0610622
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOOTHILL DE ANZA FACULTY ASSOCIATION IS A FACULTY EMPLOYEE MEMBERSHIP ORGANIZATION WHICH INCLUDES ALL FACULTY UNLESS AN INDIVIDUAL FACULTY MEMBER ELECTS NOT TO BE A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ANNUALLY ELECT THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FACULTY ASSOCIATION HOLDS AN ANNUAL MEETING AT WHICH ACTIONS OF THE BOARD ARE RATIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS REVIEWS THE 990 AT THE SAME TIME IT REVIEWS THE ANNUAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD ANNUALLY REVIEWS ITS CONFLICT OF INTEREST POLICY AND VIOLATIONS OF THE POLICY ARE MONITORED UNTIL RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING BOARD ANNUALLY REVIEWS STAFF COMPENSATION AND SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FOOTHILL DE ANZA FACULTY ASSOCIATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022125
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022232
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0736741
IRS990/TotalAssetsEOYAmt0771394
IRS990/TotalAssetsGrp/BOYAmt0736741
IRS990/TotalAssetsGrp/EOYAmt0771394
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0459007
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0468864
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015127
IRS990/TotalLiabilitiesEOYAmt029228
IRS990/TotalLiabilitiesGrp/BOYAmt015127
IRS990/TotalLiabilitiesGrp/EOYAmt029228
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0721614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0742166
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt012017
IRS990/TotalReportableCompFromOrgAmt095814
IRS990/TotalRevenueGrp/ExclusionAmt07208
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022856
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489071
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0736741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0771394
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0699489
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0719934
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012345 EL MONTE ROAD
IRS990/USAddress/CityNm0LOS ALTOS HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940224504
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0FAFHDA.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARKUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06509497544
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOOTHILL-DE ANZA FACULTY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FOOT
ReturnHeader/Filer/EIN0942448146
ReturnHeader/Filer/PhoneNum06509497544
ReturnHeader/Filer/USAddress/AddressLine1Txt012345 EL MONTE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940224504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770483462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORTON & ASSOCIATES INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.76$0.06$9.71$5.88$5.14$0.74
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.07$8.95$5.48$5.29$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$0.17$8.76$4.72$4.61$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.10$8.58$4.26$4.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.66$0.10$8.57$4.47$5.02$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.04$9.10$4.75$4.29$0.46
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.77$0.09$8.68$4.77$4.91$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.13$8.78$5.03$4.54$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.04$8.31$5.24$4.53$0.70
2016Detailed filing. Detailed filing data is available for this year.$7.71$0.29$7.42$4.89$4.69$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.15$7.22$4.76$4.30$0.46
2014Summary only. Only limited summary data is available for this year.$6.97$0.17$6.79$4.69$4.35$0.34
2013Summary only. Only limited summary data is available for this year.$6.58$0.14$6.44$4.51$5.08$0.56
2012Summary only. Only limited summary data is available for this year.$7.15$0.13$7.01$4.86$5.72$0.86