Civic Intelligence

Cta of Berryessa

EIN 94-2552809 • 501(c)5 • San Jose, CA

Profile

To provide union representation to certified school teachers

2530 Berryessa Rd 707San Jose, CA 95132

sjteach.org/CTAB.HTML

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

96th percentile

58%

Higher net margin than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

56th percentile

$2,306

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-6.6%

Faster revenue growth than 30% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$392,556

Up $51,015 (+15%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$392,556

Up $51,015 (+15%) from 2024

Revenue

Down

$87,607

Down $6,146 (-6.6%) from 2024

Expenses

Down

$36,592

Down $31,960 (-47%) from 2024

Net Income

Up

$51,015

Up $25,814 (+102%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $12,227Liabilities 2011: $02011Assets 2012: $25,969Liabilities 2012: $02012Assets 2013: $38,178Liabilities 2013: $02013Assets 2014: $51,392Net Assets 2014: $51,3922014Assets 2015: $60,046Net Assets 2015: $60,0462015Assets 2016: $70,708Net Assets 2016: $70,7082016Assets 2017: $97,574Net Assets 2017: $97,5742017Assets 2018: $121,996Net Assets 2018: $121,9962018Assets 2019: $151,763Liabilities 2019: $02019Assets 2020: $183,267Net Assets 2020: $183,2672020Assets 2021: $222,543Net Assets 2021: $222,5432021Assets 2022: $266,743Net Assets 2022: $266,7432022Assets 2023: $316,340Liabilities 2023: $02023Assets 2024: $341,541Net Assets 2024: $341,5412024Assets 2025: $392,556Net Assets 2025: $392,5562025

Highlighted filing

2025

Assets$392,556
Liabilities-
Net Assets$392,556

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $70,853Expenses 2011: $84,833Net Income 2011: -$13,9802011Revenue 2012: $69,153Expenses 2012: $55,411Net Income 2012: $13,7422012Revenue 2013: $78,085Expenses 2013: $65,876Net Income 2013: $12,2092013Revenue 2014: $78,118Expenses 2014: $64,904Net Income 2014: $13,2142014Revenue 2015: $79,184Expenses 2015: $70,530Net Income 2015: $8,6542015Revenue 2016: $85,476Expenses 2016: $74,814Net Income 2016: $10,6622016Revenue 2017: $90,439Expenses 2017: $63,573Net Income 2017: $26,8662017Revenue 2018: $104,075Expenses 2018: $79,653Net Income 2018: $24,4222018Revenue 2019: $99,560Expenses 2019: $69,793Net Income 2019: $29,7672019Revenue 2020: $97,203Expenses 2020: $65,699Net Income 2020: $31,5042020Revenue 2021: $95,510Expenses 2021: $56,234Net Income 2021: $39,2762021Revenue 2022: $89,463Expenses 2022: $45,263Net Income 2022: $44,2002022Revenue 2023: $89,020Expenses 2023: $39,423Net Income 2023: $49,5972023Revenue 2024: $93,753Expenses 2024: $68,552Net Income 2024: $25,2012024Revenue 2025: $87,607Expenses 2025: $36,592Net Income 2025: $51,0152025

Highlighted filing

2025

Revenue$87,607
Expenses$36,592
Net Income$51,015

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.93$3.93$0.88$0.37$0.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$3.42$0.94$0.69$0.25
2023Summary only. Only limited summary data is available for this year.$3.16$0.00$0.89$0.39$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$2.67$0.89$0.45$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$2.23$0.96$0.56$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$1.83$0.97$0.66$0.32
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$1.00$0.70$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.04$0.80$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$0.90$0.64$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.85$0.75$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.79$0.71$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.78$0.65$0.13
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.78$0.66$0.12
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.69$0.55$0.14
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.71$0.85$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$87,607
Mission and Program Overview

Mission

To provide union representation to certified school teachers

Program Services

DescriptionGrantsExpenses
PAYMENTS TO PROVIDE THE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia JenzenVice President-$2,306-$2,306
Joseph HermannPresidentPT$1,306-$1,306
Megan Evans-WilsonSecretary-$1,306-$1,306
Christie GurneyTreasurer-$1,306-$1,306
Linda SimoneSchool Rep-$1,306-$1,306
Julie ZlatunichSchool Rep-$0--
Natasha GillespieSchool Rep-$0--
Filing and Contact Details

Filer

Filer Name
Cta of Berryessa
EIN
94-2552809
Phone
4088939558
Address
2530 BERRYESSA RD 707, SAN JOSE, CA 95132

Signing Officer

Name
Christie Gurney
Title
Treasurer
Signed
2025-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Mj Partners Llp
Address
150 E CAMPBELL AVE STE 201, CAMPBELL, CA 95008
Preparer
Seung Chul Sung
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1524

Other Expenses.1007

Conferences, Conventions, and Meetings $9311

Other Expenses.1

Awards, gifts & contributions $2991

Other Expenses.2

PUBLIC RELATIONS $2859

Other Expenses.3

NEGOTIATIONS $2675

Other Expenses.4

RENTAL $2539

Other Expenses.5

Rep council expenses $1643

Other Expenses.6

Miscellaneous expenses $1139

Other Expenses.7

Executive board expenses $738

Raw XML Appendix132 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/PhoneNum04088939558
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951322903
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0341541
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01586
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt087431
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0341541
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61306
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Hermann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Virginia Jenzen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Megan Evans-Wilson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Zlatunich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Natasha Gillespie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Linda Simone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SCHOOL REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SCHOOL REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SCHOOL REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025419
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNION REPRESENTATION TO CERTIFIED SCHOOL TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO PROVIDE THE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt087607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $9311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS, GIFTS & CONTRIBUTIONS $2991
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENTAL $2539
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS EXPENSES $1139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EXECUTIVE BOARD EXPENSES $738
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
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ReturnHeader/Filer/PhoneNum04088939558
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
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ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.