Civic Intelligence

Cta of Berryessa

990EZ • Fiscal year 2018 • EIN 94-2552809

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 08, 2019

Organization ProfileSJTEACH.ORG/CTAB.HTML
1333 Piedmont Road Ste 106San Jose, CA 95132

(408) 292-0601

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

86th percentile

23%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$4,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

83rd percentile

15%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$121,996

Up $24,422 (+25%) from 2017

Net Assets

Up

$121,996

Up $24,422 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$104,075

Up $13,636 (+15%) from 2017

Expenses

Up

$79,653

Up $16,080 (+25%) from 2017

Net Income

Down

$24,422

Down $2,444 (-9.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2018

Assets$121,996
Liabilities-
Net Assets$121,996
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$104,075
Expenses$79,653
Net Income$24,422
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 8, 2019
Return Version
2017v2.2
Gross Receipts
$104,075
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
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA JENZENSchool Rep-$4,000-$4,000
CHRIS DAVISPresidentPT$3,750-$3,750
MARIO LAMVice President-$2,200-$2,200
ROB CURRYSecretary-$2,200-$2,200
PAM BATESTreasurer-$2,200-$2,200
HARINDER MEHATSchool Rep-$2,200-$2,200
JOHN CHEADLE IISchool Rep-$2,200-$2,200
Filing and Contact Details

Filer

Filer Name
Cta of Berryessa
EIN
94-2552809
Phone
4082920601
Address
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Chris Davis
Title
President
Signed
2019-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Misc.revenue/reimbursemen $342”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3308”

Other Expenses.1

“UNISERV EXEPENSES $32032”

Other Expenses.2

“NEGOTIATIONS $7276”

Other Expenses.3

“Miscellaneous expenses $3286”

Other Expenses.4

“Awards, gifts & contributions $950”

Other Expenses.5

“SOCIAL EXPENSE $843”

Other Expenses.6

“Executive board expenses $568”

Other Expenses.7

“AGENCY FEES $250”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0PAM BATES
IRS990EZ/BooksInCareOfDetail/PhoneNum04082720601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951322475
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024422
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06490
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121996
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0104075
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0251
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0103482
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt64000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIO LAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB CURRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HARINDER MEHAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN CHEADLE II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VIRGINIA JENZEN
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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048513
IRS990EZ/OtherRevenueTotalAmt0342
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024650
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079653
IRS990EZ/TotalRevenueAmt0104075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SJTEACH.ORG/CTAB.HTML
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC.REVENUE/REIMBURSEMEN $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $3308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNISERV EXEPENSES $32032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEGOTIATIONS $7276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS EXPENSES $3286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AWARDS, GIFTS & CONTRIBUTIONS $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EXPENSE $843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXECUTIVE BOARD EXPENSES $568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AGENCY FEES $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CTA OF BERRYESSA
ReturnHeader/Filer/BusinessNameControlTxt0CTAO
ReturnHeader/Filer/EIN0942552809
ReturnHeader/Filer/PhoneNum04082920601
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770237214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-07-08T17:06:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,996
Liabilities
-
Net assets
$121,996
Revenue
$104,075
Expenses
$79,653
Net income
$24,422
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