Civic Intelligence

California Teachers Association

990 • Fiscal year 2020 • EIN 94-2719456

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 12, 2021

Organization ProfileN/A
1333 Piedmont Road Ste 106San Jose, CA 95132

(408) 272-0601

Siviq Scores

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

Liabilities / Assets

94th percentile

0.30x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

0.28x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-21%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$104,294

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$424,982

Down $66,256 (-13%) from 2019

Net Assets

Down

$295,719

Down $99,417 (-25%) from 2019

Liabilities

Up

$129,263

Up $33,161 (+35%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin9th percentile

Revenue

Down

$469,378

Down $43,902 (-8.6%) from 2019

Expenses

Up

$568,795

Up $23,738 (+4.4%) from 2019

Net Income

Down

-$99,417

Down $67,640 (-213%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2011: $609,973Liabilities 2011: $51,310Net Assets 2011: $558,6632011Assets 2012: $553,803Liabilities 2012: $95,387Net Assets 2012: $458,4162012Assets 2013: $497,278Liabilities 2013: $102,135Net Assets 2013: $395,1432013Assets 2014: $447,220Liabilities 2014: $57,581Net Assets 2014: $389,6392014Assets 2015: $463,173Liabilities 2015: $64,312Net Assets 2015: $398,8612015Assets 2016: $487,777Liabilities 2016: $69,918Net Assets 2016: $417,8592016Assets 2017: $467,616Liabilities 2017: $75,460Net Assets 2017: $392,1562017Assets 2018: $517,963Liabilities 2018: $91,050Net Assets 2018: $426,9132018Assets 2019: $491,238Liabilities 2019: $96,102Net Assets 2019: $395,1362019Assets 2020: $424,982Liabilities 2020: $129,263Net Assets 2020: $295,7192020Assets 2021: $347,723Liabilities 2021: $163,610Net Assets 2021: $184,1132021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$424,982
Liabilities$129,263
Net Assets$295,719
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $482,628Expenses 2011: $581,963Net Income 2011: -$99,3352011Revenue 2012: $461,893Expenses 2012: $562,140Net Income 2012: -$100,2472012Revenue 2013: $479,293Expenses 2013: $542,566Net Income 2013: -$63,2732013Revenue 2014: $505,586Expenses 2014: $511,090Net Income 2014: -$5,5042014Revenue 2015: $520,528Expenses 2015: $511,306Net Income 2015: $9,2222015Revenue 2016: $531,273Expenses 2016: $512,275Net Income 2016: $18,9982016Revenue 2017: $517,027Expenses 2017: $542,730Net Income 2017: -$25,7032017Revenue 2018: $543,240Expenses 2018: $508,483Net Income 2018: $34,7572018Revenue 2019: $513,280Expenses 2019: $545,057Net Income 2019: -$31,7772019Revenue 2020: $469,378Expenses 2020: $568,795Net Income 2020: -$99,4172020Revenue 2021: $492,489Expenses 2021: $604,095Net Income 2021: -$111,6062021Revenue 2022: $524,435Expenses 2022: $708,548Net Income 2022: -$184,1132022

Highlighted filing

2020

Revenue$469,378
Expenses$568,795
Net Income-$99,417
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 12, 2021
Return Version
2019v5.0
Gross Receipts
$469,378
Mission and Program Overview

Mission

To provide member chapters with professional staffing, administration, support services and facilities to enable local associations to implement, improve, and coordinate programs of the united education profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$330,757$332,195▲ $1,438
Accounts Receivable$54,974$41,289▼ $13,685
Cash and Non-Interest-Bearing Accounts$91,387$38,645▼ $52,742
Land, Buildings, and Equipment, Net$4,120$2,853▼ $1,267
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$491,238$424,982▼ $66,256
Other Assets Total$10,000$10,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$73,780$106,138▲ $32,358
Other Liabilities$22,322$23,125▲ $803
Total Liabilities$96,102$129,263▲ $33,161
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,136$295,719▼ $99,417
Total Net Assets Fund Balance$395,136$295,719▼ $99,417
Total Liabilities and Net Assets / Fund Balance$491,238$424,982▼ $66,256

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,853$8,292$11,145
Other Land Buildings-$9,040$9,040
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary GarciaAccounting SpecialFT$104,294$104,294

Board Members and Trustees

NameTitle
Scott ShulimsonMt Ham Chair
Jocelyn MerzVice Chair
Angeline LuongCouncil Rep
Becky HopkinsCouncil Rep
Brian WheatleyCouncil Rep
Cindy PericoCouncil Rep
Diana OrlandoCouncil Rep
Eileen KeatingCouncil Rep
Erin MccarthyCouncil Rep
Ginger JenzenCouncil Rep
Jack HamnerCouncil Rep
Joe HermannCouncil Rep
Kristi BillilngsCouncil Rep
Mark PhamCouncil Rep
Melissa ManoguerraCouncil Rep
Ryan JaegerCouncil Rep
Shelley MoneymakerCouncil Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$467,876
Investment Income
$1,502
Other Revenue
$0
Change in Net Assets
$-99,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,969
Other Expenses$168,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$215,416
Pension Plan Contributions---$115,512
Occupancy---$98,410
Other Employee Benefits---$53,351
Payroll Taxes---$15,690
Fees for Services Accounting---$15,413
Other Expenses---$5,069
Insurance---$4,519
All Other Expenses---$4,445
Depreciation Depletion---$1,267
Travel---$107
Total Functional Expenses$0$0$0$568,795
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
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
insurance deposit on claim$23,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board reviewed the draft of the form 990 for comment, editing, and aproval. Upon board approval, the form 990 was finalized for signing, and each board member received a copy of the final return before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is provided to all new hires who are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each employee at the time of their performance review.all board members are required to sign a statement agreeing to the conflict of interest policy upon election to the board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All such documents are available upon request at the business office, monday through friday, 9am - 4pm.”

Filing and Contact Details

Filer

Filer Name
Mt Hamilton Coord Council
EIN
94-2719456
Phone
4082720601
Address
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Scott Shulimson
Title
Mt. Hamilton Chair
Signed
2021-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Shulimson
Formed
1977
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
2

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
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IRS990/MissionDesc0TO PROVIDE MEMBER CHAPTERS WITH PROFESSIONAL STAFFING, ADMINISTRATION, SUPPORT SERVICES AND FACILITIES TO ENABLE LOCAL ASSOCIATIONS TO IMPLEMENT, IMPROVE, AND COORDINATE PROGRAMS OF THE UNITED EDUCATION PROFESSION.
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IRS990/PrincipalOfficerNm0SCOTT SHULIMSON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWED THE DRAFT OF THE FORM 990 FOR COMMENT, EDITING, AND APROVAL. UPON BOARD APPROVAL, THE FORM 990 WAS FINALIZED FOR SIGNING, AND EACH BOARD MEMBER RECEIVED A COPY OF THE FINAL RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL NEW HIRES WHO ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE POLICY. THE STATEMENT IS MAINTAINED IN THE PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH EMPLOYEE AT THE TIME OF THEIR PERFORMANCE REVIEW.ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS OFFICE, MONDAY THROUGH FRIDAY, 9AM - 4PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,982
Liabilities
$129,263
Net assets
$295,719
Revenue
$469,378
Expenses
$568,795
Net income
-$99,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.24$7.09$1.84
2021Detailed filing. Detailed filing data is available for this year.$3.48$1.64$1.84$4.92$6.04$1.12
2020Detailed filing. Detailed filing data is available for this year.$4.25$1.29$2.96$4.69$5.69$0.99
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.96$3.95$5.13$5.45$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.91$4.27$5.43$5.08$0.35
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.75$3.92$5.17$5.43$0.26
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.70$4.18$5.31$5.12$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.63$0.64$3.99$5.21$5.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.58$3.90$5.06$5.11$0.06
2013Summary only. Only limited summary data is available for this year.$4.97$1.02$3.95$4.79$5.43$0.63
2012Summary only. Only limited summary data is available for this year.$5.54$0.95$4.58$4.62$5.62$1.00
2011Summary only. Only limited summary data is available for this year.$6.10$0.51$5.59$4.83$5.82$0.99