Civic Intelligence

Foothill-De Anza Faculty Association

990 • Fiscal year 2018 • EIN 94-2448146

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 06, 2018

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

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.03x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

65th percentile

9.8%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

65th percentile

6.8%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-3.9%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$890,631

Up $56,466 (+6.8%) from 2017

Net Assets

Up

$877,821

Up $47,239 (+5.7%) from 2017

Liabilities

Up

$12,810

Up $9,227 (+258%) from 2017

Revenue

Down

$503,416

Down $20,193 (-3.9%) from 2017

Expenses

Up

$454,000

Up $641 (+0.1%) from 2017

Net Income

Down

$49,416

Down $20,834 (-30%) from 2017

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

2018

Assets$890,631
Liabilities$12,810
Net Assets$877,821

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

2018

Revenue$503,416
Expenses$454,000
Net Income$49,416
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 6, 2018
Return Version
2017v2.2
Gross Receipts
$503,416
Mission and Program Overview

Mission

Labor (faculty) contract representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$610,018$775,765▲ $165,747
Savings and Temporary Cash Investments$223,964$112,388▼ $111,576
Land, Buildings, and Equipment, Net$183$2,478▲ $2,295
Total Assets$834,165$890,631▲ $56,466
Liabilities
Accounts Payable and Accrued Expenses$3,583$12,810▲ $9,227
Total Liabilities$3,583$12,810▲ $9,227
Net Assets / Fund Balance
Unrestricted Net Assets$808,199$855,312▲ $47,113
Temporarily Rstr Net Assets$22,383$22,509▲ $126
Total Net Assets Fund Balance$830,582$877,821▲ $47,239
Total Liabilities and Net Assets / Fund Balance$834,165$890,631▲ $56,466

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,478$25,179$27,657
Other Securities$150,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Raymond BrennanBoard Member-$29,769$29,769
Mary Ellen GoodwinPart-time SecretaryPT$23,110$23,110
Kathy PerinoBoard Member-$3,540$3,540
Lisa MarkusBoard Member-$3,182$3,182
Tim ShivelyPresidentFT$1,780$1,780
Nicole GrayBoard MemberPT$1,728$1,728
Steve BathamBoard Member-$1,550$1,550
Donna FrankelBoard Member-$1,100$1,100
Nicky YuenBoard Member-$1,000$1,000
Amy EdwardsVice President-$950$950
Karen EricksonBoard Member-$900$900
Katherine SchaefersBoard Member-$900$900
Robert StockwellExecutive Secretary-$900$900
Meredith HeiserBoard Member-$600$600

Board Members and Trustees

NameTitle
Bill ZiegenhornBoard Member
Eric ReedBoard Member
Harman DhaliwalBoard Member
Hermino HernandoBoard Member
Lena ChangBoard Member
Steve HowlandBoard Member
Sue YatesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$481,095
Program Service Revenue
$11,879
Investment Income
$10,323
Other Revenue
$119
All Other Contributions
$2,425
Change in Net Assets
$49,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,000
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
Conferences and Meetings---$40,223
All Other Expenses---$39,151
Fees for Services Legal---$36,846
Other Expenses---$19,385
Office Expenses---$9,180
Insurance---$642
Depreciation Depletion---$564
Total Functional Expenses$0$0$0$454,000
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 11B

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
Tim Shively
Title
President
Phone
6509497544
Signed
2018-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Shively
Formed
1977
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

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/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0478670
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LABOR (FACULTY) CONTRACT REPRESENTATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0830582
IRS990/NetAssetsOrFundBalancesEOYAmt0877821
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2177
IRS990/NoncashContributionsAmt02425
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt09180
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1FACCC CONTRACT
IRS990/OtherExpensesGrp/Desc2REASSIGNED TIME
IRS990/OtherExpensesGrp/Desc3DIRECTOR'S FEES
IRS990/OtherExpensesGrp/TotalAmt0128649
IRS990/OtherExpensesGrp/TotalAmt1119253
IRS990/OtherExpensesGrp/TotalAmt260107
IRS990/OtherExpensesGrp/TotalAmt319385
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119
IRS990/OtherRevenueTotalAmt0119
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIM SHIVELY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011879
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0501186
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09507
IRS990/PYOtherExpensesAmt0453359
IRS990/PYOtherRevenueAmt0144
IRS990/PYProgramServiceRevenueAmt012772
IRS990/PYRevenuesLessExpensesAmt070250
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0453359
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0523609
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049416
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0223964
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0112388
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0478670
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02478
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025179
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027657
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt053668
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1572097
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2150000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES - LORD ABBETT INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1WELLS FARGO -
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIRST REPUBLIC BANK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02478
IRS990ScheduleD/TotalBookValueSecuritiesAmt0775765
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 11B
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/BOYAmt022383
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022509
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0834165
IRS990/TotalAssetsEOYAmt0890631
IRS990/TotalAssetsGrp/BOYAmt0834165
IRS990/TotalAssetsGrp/EOYAmt0890631
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0481095
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0454000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03583
IRS990/TotalLiabilitiesEOYAmt012810
IRS990/TotalLiabilitiesGrp/BOYAmt03583
IRS990/TotalLiabilitiesGrp/EOYAmt012810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0830582
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0877821
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt011879
IRS990/TotalReportableCompFromOrgAmt071009
IRS990/TotalRevenueGrp/ExclusionAmt010323
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011998
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0503416
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0834165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0890631
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0808199
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0855312
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012345 EL MONTE ROAD
IRS990/USAddress/CityNm0LOS ALTOS HILLS

Document Assets

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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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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