Civic Intelligence

Charter Oak Educators Association

EIN 95-2403352 • 501(c)5 • San Dimas, CA

990-N Coverage

Profile

TEACHER REPRESENTATION

428 W Arrow Hwy Ste JSan Dimas, CA 91773

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$4,850

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

93%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$175,288

Up $18,390 (+12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$175,288

Up $18,390 (+12%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$65,874

Up $9,272 (+16%) from 2024

Expenses

Up

$47,484

Up $481 (+1.0%) from 2024

Net Income

Up

$18,390

Up $8,791 (+92%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2011: $78,045Liabilities 2011: $02011Assets 2012: $85,080Liabilities 2012: $02012Assets 2021: $137,127Net Assets 2021: $137,1272021Assets 2022: $164,172Net Assets 2022: $164,1722022Assets 2023: $147,299Net Assets 2023: $147,2992023Assets 2024: $156,898Net Assets 2024: $156,8982024Assets 2025: $175,288Net Assets 2025: $175,2882025

Highlighted filing

2025

Assets$175,288
Liabilities-
Net Assets$175,288
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $39,940Expenses 2011: $33,963Net Income 2011: $5,9772011Revenue 2012: $40,932Expenses 2012: $33,897Net Income 2012: $7,0352012Revenue 2021: $51,135Expenses 2021: $34,795Net Income 2021: $16,3402021Revenue 2022: $72,518Expenses 2022: $45,473Net Income 2022: $27,0452022Revenue 2023: $29,318Expenses 2023: $46,191Net Income 2023: -$16,8732023Revenue 2024: $56,602Expenses 2024: $47,003Net Income 2024: $9,5992024Revenue 2025: $65,874Expenses 2025: $47,484Net Income 2025: $18,3902025

Highlighted filing

2025

Revenue$65,874
Expenses$47,484
Net Income$18,390
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,288
Liabilities
-
Net assets
$175,288
Revenue
$65,874
Expenses
$47,484
Net income
$18,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.66$0.47$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.57$0.47$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.29$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.73$0.45$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.51$0.35$0.16
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.41$0.34$0.07
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.40$0.34$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Apr 7, 2026
Return Version
2024v5.2
Gross Receipts
$65,874
Mission and Program Overview

Mission

TEACHER REPRESENTATION

Program Services

DescriptionGrantsExpenses
MEMBERSHIP ORGANIZATION THAT REPRESENTS TEACHERS IN THE CHARTER OAK UNIFIED SCHOOL DISTRICT IN MATTERS ARISING FROM INTERPRETATION AND APPLICATION OF DISTRICT POLICY.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HOOKPresidentPT$4,800-$4,800
ALEX VALENZUELATreasurerPT$3,600-$3,600
KRIS COOKVice PresidentPT$2,400-$2,400
MAY CHOW LUSecretaryPT$2,200-$2,200
KIM HOPSTEINSecretaryPT$200-$200
Filing and Contact Details

Filer

Filer Name
Charter Oak Educators Association
EIN
95-2403352
Phone
9095924138
Address
428 W ARROW HWY STE J, SAN DIMAS, CA 91773

Signing Officer

Name
Susan Hook
Title
President
Signed
2026-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Davis & Deal Cpas
Address
211 S GLENDORA AVE STE A, GLENDORA, CA 91741
Preparer
Stanley B Deal
Phone
6267120961
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $4735”

Other Expenses.1009

“Depreciation $162”

Other Expenses.1

“COMMITTEE STIPENDS $7950”

Other Expenses.2

“MEMBER ENGAGEMENT $3753”

Other Expenses.3

“Substitute teachers $2841”

Other Expenses.4

“SCHOLARSHIP $1000”

Other Expenses.6

“Retirement recognition $537”

Other Expenses.7

“SUPPLIES $491”

Other Expenses.8

“ELECTION EXPENSE $450”

Other Expenses.9

“REFRRESHMENTS $413”

Other Expenses.10

“Miscellaneous expense $283”

Other Expenses.11

“Negotiating expenses $204”

Other Expenses.12

“COMMUNITY OUTREACH $165”

Other Expenses.13

“REMBRANCE WALK $35”

Other Expenses.14

“PENALTIES $26”

Other Assets.1003

“Machinery and Equipment - Beginning $405 Machinery and Equipment - Ending $243”

Raw XML Appendix143 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/PersonNm0ALEX VALENZULA
IRS990EZ/BooksInCareOfDetail/PhoneNum09095924138
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0428 W ARROW HWY STE J
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIMAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091773
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156493
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0175045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156898
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0175288
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt065874
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt037
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065837
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0175288
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0175288
IRS990EZ/OccupancyRentUtltsAndMaintAmt09003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM HOPSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAY CHOW LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN HOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRIS COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0405
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0243
IRS990EZ/OtherExpensesTotalAmt023045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER REPRESENTATION
IRS990EZ/PrintingPublicationsPostageAmt0836
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP ORGANIZATION THAT REPRESENTS TEACHERS IN THE CHARTER OAK UNIFIED SCHOOL DISTRICT IN MATTERS ARISING FROM INTERPRETATION AND APPLICATION OF DISTRICT POLICY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047484
IRS990EZ/TotalRevenueAmt065874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $4735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEE STIPENDS $7950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER ENGAGEMENT $3753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBSTITUTE TEACHERS $2841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RETIREMENT RECOGNITION $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ELECTION EXPENSE $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REFRRESHMENTS $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSE $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NEGOTIATING EXPENSES $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COMMUNITY OUTREACH $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REMBRANCE WALK $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PENALTIES $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $405 Machinery and Equipment - Ending $243
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HOOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTER OAK EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0952403352
ReturnHeader/Filer/PhoneNum09095924138
ReturnHeader/Filer/USAddress/AddressLine1Txt0428 W ARROW HWY STE J
ReturnHeader/Filer/USAddress/CityNm0SAN DIMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091773
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843250434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & DEAL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 S GLENDORA AVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091741
ReturnHeader/PreparerPersonGrp/PhoneNum06267120961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley B Deal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-08T09:22:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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