Civic Intelligence

Foothill-De Anza Faculty Association

990 • Fiscal year 2019 • EIN 94-2448146

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 07, 2019

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

57th percentile

0.01x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.02x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

23rd percentile

-2.9%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$29,451

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

27th percentile

-1.6%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-5.2%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$876,824

Down $13,807 (-1.6%) from 2018

Net Assets

Down

$868,181

Down $9,640 (-1.1%) from 2018

Liabilities

Down

$8,643

Down $4,167 (-33%) from 2018

Revenue

Down

$477,315

Down $26,101 (-5.2%) from 2018

Expenses

Up

$490,990

Up $36,990 (+8.1%) from 2018

Net Income

Down

-$13,675

Down $63,091 (-128%) from 2018

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

2019

Assets$876,824
Liabilities$8,643
Net Assets$868,181

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

2019

Revenue$477,315
Expenses$490,990
Net Income-$13,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$477,315
Mission and Program Overview

Mission

Labor (faculty) contract representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$775,765$790,408▲ $14,643
Savings and Temporary Cash Investments$112,388$80,462▼ $31,926
Land, Buildings, and Equipment, Net$2,478$5,954▲ $3,476
Total Assets$890,631$876,824▼ $13,807
Liabilities
Accounts Payable and Accrued Expenses$12,810$8,643▼ $4,167
Total Liabilities$12,810$8,643▼ $4,167
Net Assets / Fund Balance
Unrestricted Net Assets$855,312$845,652▼ $9,660
Temporarily Rstr Net Assets$22,509$22,529▲ $20
Total Net Assets Fund Balance$877,821$868,181▼ $9,640
Total Liabilities and Net Assets / Fund Balance$890,631$876,824▼ $13,807

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,954$25,964$31,918
Other Securities$154,500--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Raymond BrennanBoard Member-$29,451$29,451
Kathy PerinoBoard Member-$5,798$5,798
Tim ShivelyPresidentFT$3,640$3,640
Steve BathamBoard Member-$2,650$2,650
Lisa MarkusVice President-$1,900$1,900
Robert StockwellExecutive Secretary-$1,140$1,140
Donna FrankelBoard Member-$1,100$1,100
Bill ZiegenhornBoard Member-$1,000$1,000
Katherine SchaefersBoard Member-$1,000$1,000
Nicky YuenBoard Member-$1,000$1,000
Steve HowlandBoard Member-$900$900
Susan YoesBoard Member-$700$700
Eric ReedBoard Member-$600$600

Board Members and Trustees

NameTitle
John FoxBoard Member
Karen EricksonBoard Member
Melinda HughesBoard Member
Sean NegusBoard Member
Spera GeorgiouBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$453,102
Program Service Revenue
$941
Investment Income
$23,272
Other Revenue
$0
All Other Contributions
$2,800
Change in Net Assets
$-13,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$490,990
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---$59,242
All Other Expenses---$40,134
Conferences and Meetings---$27,660
Other Expenses---$16,500
Office Expenses---$10,133
Depreciation Depletion---$785
Insurance---$672
Total Functional Expenses$0$0$0$490,990
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
2019-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Shively
Formed
1977
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

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/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIM SHIVELY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0941
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0941
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0481095
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010323
IRS990/PYOtherExpensesAmt0454000
IRS990/PYOtherRevenueAmt0119
IRS990/PYProgramServiceRevenueAmt011879
IRS990/PYRevenuesLessExpensesAmt049416
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0454000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0503416
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13675
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112388
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080462
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0450302
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05954
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025964
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031918
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt056314
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1579594
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2154500
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/TotalBookValueLandBuildingsAmt05954
IRS990ScheduleD/TotalBookValueSecuritiesAmt0790408
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022509
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022529
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0890631
IRS990/TotalAssetsEOYAmt0876824
IRS990/TotalAssetsGrp/BOYAmt0890631
IRS990/TotalAssetsGrp/EOYAmt0876824
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0453102
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0490990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012810
IRS990/TotalLiabilitiesEOYAmt08643
IRS990/TotalLiabilitiesGrp/BOYAmt012810
IRS990/TotalLiabilitiesGrp/EOYAmt08643
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0877821
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0868181
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0941
IRS990/TotalReportableCompFromOrgAmt050879
IRS990/TotalRevenueGrp/ExclusionAmt023272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0941
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0477315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0890631
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0876824
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0855312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0845652
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM SHIVELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06509497544
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07B08C5AF9CDE259D438AA367B15A261F67C7F6E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B08C5AF9CDE259D438AA367B15A261F67C7F6E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.0.206.53
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07

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
2019Detailed filing. Detailed filing data is available for this year.$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
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