Civic Intelligence

Orange Unified Education Association

990 • Fiscal year 2019 • EIN 95-2377605

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 18, 2020

Organization ProfileN/A
1224 E Katella AvenueOrange, CA 92867

(714) 288-1288

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

6th percentile

-19%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

40th percentile

$5,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

15th percentile

-6.5%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

39th percentile

-0.5%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$606,553

Down $41,996 (-6.5%) from 2018

Net Assets

Down

$583,813

Down $55,667 (-8.7%) from 2018

Liabilities

Up

$22,740

Up $13,671 (+151%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin6th percentile

Revenue

Down

$295,005

Down $1,462 (-0.5%) from 2018

Expenses

Up

$350,672

Up $18,181 (+5.5%) from 2018

Net Income

Down

-$55,667

Down $19,643 (-55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2011: $397,280Liabilities 2011: $14,187Net Assets 2011: $383,0932011Assets 2012: $425,791Liabilities 2012: $16,839Net Assets 2012: $408,9522012Assets 2013: $479,896Liabilities 2013: $0Net Assets 2013: $479,8962013Assets 2014: $584,743Liabilities 2014: $3,203Net Assets 2014: $581,5402014Assets 2015: $652,947Liabilities 2015: $26,057Net Assets 2015: $626,8902015Assets 2016: $679,046Liabilities 2016: $14,523Net Assets 2016: $664,5232016Assets 2017: $679,634Liabilities 2017: $4,130Net Assets 2017: $675,5042017Assets 2018: $648,549Liabilities 2018: $9,069Net Assets 2018: $639,4802018Assets 2019: $606,553Liabilities 2019: $22,740Net Assets 2019: $583,8132019Assets 2020: $457,541Liabilities 2020: $14,303Net Assets 2020: $443,2382020Assets 2021: $372,790Liabilities 2021: $12,383Net Assets 2021: $360,4072021Assets 2022: $425,842Liabilities 2022: $13,203Net Assets 2022: $412,6392022Assets 2023: $434,104Liabilities 2023: $6,647Net Assets 2023: $427,4572023Assets 2024: $461,640Liabilities 2024: $8,032Net Assets 2024: $453,6082024

Highlighted filing

2019

Assets$606,553
Liabilities$22,740
Net Assets$583,813
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,339,909Expenses 2011: $1,317,298Net Income 2011: $22,6112011Revenue 2012: $1,343,668Expenses 2012: $1,317,809Net Income 2012: $25,8592012Revenue 2013: $1,369,282Expenses 2013: $1,298,338Net Income 2013: $70,9442013Revenue 2014: $347,589Expenses 2014: $245,945Net Income 2014: $101,6442014Revenue 2015: $302,656Expenses 2015: $257,306Net Income 2015: $45,3502015Revenue 2016: $321,999Expenses 2016: $284,366Net Income 2016: $37,6332016Revenue 2017: $316,406Expenses 2017: $305,425Net Income 2017: $10,9812017Revenue 2018: $296,467Expenses 2018: $332,491Net Income 2018: -$36,0242018Revenue 2019: $295,005Expenses 2019: $350,672Net Income 2019: -$55,6672019Revenue 2020: $282,599Expenses 2020: $423,174Net Income 2020: -$140,5752020Revenue 2021: $275,206Expenses 2021: $358,037Net Income 2021: -$82,8312021Revenue 2022: $336,803Expenses 2022: $284,571Net Income 2022: $52,2322022Revenue 2023: $335,300Expenses 2023: $320,482Net Income 2023: $14,8182023Revenue 2024: $398,641Expenses 2024: $372,490Net Income 2024: $26,1512024

Highlighted filing

2019

Revenue$295,005
Expenses$350,672
Net Income-$55,667
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 18, 2020
Return Version
2018v3.1
Gross Receipts
$295,005
Mission and Program Overview

Mission

Serve its teacher members through bargaining and negotiations

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$363,609$365,965▲ $2,356
Cash and Non-Interest-Bearing Accounts$268,500$223,744▼ $44,756
Land, Buildings, and Equipment, Net$11,222$7,918▼ $3,304
Prepaid Expenses and Deferred Charges$1,292$5,000▲ $3,708
Total Assets$648,549$606,553▼ $41,996
Other Assets Total$3,926$3,926→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,069$22,740▲ $13,671
Total Liabilities$9,069$22,740▲ $13,671
Net Assets / Fund Balance
Unrestricted Net Assets$639,480$583,813▼ $55,667
Total Net Assets Fund Balance$639,480$583,813▼ $55,667
Total Liabilities and Net Assets / Fund Balance$648,549$606,553▼ $41,996

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,918$69,194$77,112
Land$0--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Whitney AmsbaryPresidentPT$5,000$5,000
Greg GoodlanderVice PresidentPT$1,630$1,630
Karin BaroneSecretaryPT$630$630
Tracy MorilloDirectorPT$630$630
Jennifer PetteyTreasurerPT$600$600
Linda HoristDirectorPT$570$570
Arturo UriosteguiDirectorPT$540$540
Mary Ann BallesteroDirectorPT$540$540
Debbie RebackDirectorPT$450$450
Heather ChapmanDirectorPT$360$360
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$292,403
Investment Income
$2,602
Other Revenue
$0
Change in Net Assets
$-55,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,619
Salaries, Compensation, and Employee Benefits$158,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$75,869
Other Employee Benefits$0$0$0$64,080
Occupancy$0$0$0$39,370
Conferences and Meetings$0$0$0$38,434
Office Expenses$0$0$0$36,872
Current Officers, Directors, Trustees, and Key Employees$0$0$0$11,160
Payroll Taxes$0$0$0$6,944
All Other Expenses$0$0$0$4,286
Depreciation Depletion$0$0$0$3,304
Fees for Services Accounting$0$0$0$782
Insurance$0$0$0$774
Other Expenses$0$0$0$587
Total Functional Expenses$0$0$0$350,672
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Orange Unified Education Association
EIN
95-2377605
Phone
7142881288
Address
1224 E KATELLA AVENUE, ORANGE, CA 92867

Signing Officer

Name
Whitney Amsbary
Title
President
Phone
7142881288
Signed
2020-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Amsbary
Formed
1964
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
0

Preparer

Firm
Troy Yoshida CPA Inc
Address
5836 CORPORATE AVE STE 100, CYPRESS, CA 90630
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The members of the organization are its teachers”

Pt VI, Line 7A

“Members elect the officers of the association”

Pt VI, Line 7B

“Major decisions are voted upon by its members”

Pt VI, Line 8B

“No committees act on behalf of governing body”

Pt VI, Line 11B

“Board given copy of return to review before submission”

Form 990, Part IX, Line 24E

“NEGOTIATIONS 2686.”

Form 990, Part IX, Line 24E

“MISC DONATIONS 1600.”

Raw XML Appendix385 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.

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363609
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0365965
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07918
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069194
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt077112
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07918
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ORGANIZATION ARE ITS TEACHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE OFFICERS OF THE ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MAJOR DECISIONS ARE VOTED UPON BY ITS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES ACT ON BEHALF OF GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD GIVEN COPY OF RETURN TO REVIEW BEFORE SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATIONS 2686.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC DONATIONS 1600.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0648549
IRS990/TotalAssetsEOYAmt0606553
IRS990/TotalAssetsGrp/BOYAmt0648549
IRS990/TotalAssetsGrp/EOYAmt0606553
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09069
IRS990/TotalLiabilitiesEOYAmt022740
IRS990/TotalLiabilitiesGrp/BOYAmt09069
IRS990/TotalLiabilitiesGrp/EOYAmt022740
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0639480
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0583813
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0292403
IRS990/TotalReportableCompFromOrgAmt010950
IRS990/TotalRevenueGrp/ExclusionAmt02602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0292403
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0295005
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0648549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0606553
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0639480
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0583813
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01224 E KATELLA AVE 203
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092867
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY AMSBARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142881288
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE UNIFIED EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0952377605
ReturnHeader/Filer/PhoneNum07142881288
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 E KATELLA AVENUE
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092867
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E789197E8D1E9D0F8EA38125E579130C5E006DDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E789197E8D1E9D0F8EA38125E579130C5E006DDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.66.147
ReturnHeader/FilingSecurityInformation/IPDt02020-02-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:36:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05836 CORPORATE AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02020-02-09T14:37:07-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$606,553
Liabilities
$22,740
Net assets
$583,813
Revenue
$295,005
Expenses
$350,672
Net income
-$55,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.45$0.40$0.37$0.03
2023Summary only. Only limited summary data is available for this year.$0.43$0.01$0.43$0.34$0.32$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.01$0.41$0.34$0.28$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.01$0.36$0.28$0.36$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.44$0.28$0.42$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.58$0.30$0.35$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.30$0.33$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.32$0.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.66$0.32$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.63$0.30$0.26$0.05
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.35$0.25$0.10
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$1.37$1.30$0.07
2012Summary only. Only limited summary data is available for this year.$0.43$0.02$0.41$1.34$1.32$0.03
2011Summary only. Only limited summary data is available for this year.$0.40$0.01$0.38$1.34$1.32$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)5 • $500k-$1M nonprofits