Civic Intelligence

Charter Oak Educators Association

990EZ • Fiscal year 2021 • EIN 95-2403352

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 14, 2022

Organization ProfileN/A
428 W Arrow Hwy Ste JSan Dimas, CA 91773

(909) 592-4138

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$137,127

Up $52,047 (+61%) from 2012

Net Assets

$137,127

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$51,135

Up $10,203 (+25%) from 2012

Expenses

Up

$34,795

Up $898 (+2.6%) from 2012

Net Income

Up

$16,340

Up $9,305 (+132%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$137,127
Liabilities-
Net Assets$137,127
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$51,135
Expenses$34,795
Net Income$16,340
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 14, 2022
Return Version
2020v4.0
Gross Receipts
$51,135
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 PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM HEINSPresidentPT$4,800-$4,800
SANDY MOORETreasurerPT$3,450-$3,450
LAUREN D'AGATA1st Vice PresPT$2,400-$2,400
MICHELLE FLORESSecretaryPT$2,400-$2,400
CHRIS CURTISTreasurerPT$300-$300
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
Natalie Cook
Title
Treasurer
Signed
2022-07-14
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
6269630297
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1027”

Other Expenses.1

“COMMITTEE STIPENDS $7450”

Other Expenses.2

“SCHOLARSHIPS $1000”

Other Expenses.3

“Retirement recognition $959”

Other Expenses.4

“Negotiating expenses $818”

Other Expenses.6

“MEMBER ENGAGEMENT $603”

Other Expenses.7

“REFRRESHMENTS $459”

Other Expenses.8

“PUBLIC RELATIONS $434”

Other Expenses.10

“BOARD EXPENSES $245”

Other Expenses.11

“FILING FEES $45”

Raw XML Appendix133 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/PersonNm0NATALIE COOK
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/BOYAmt0120787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016340
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IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120787
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137127
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051135
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0132
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IRS990EZ/MembershipDuesAmt051003
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137127
IRS990EZ/OccupancyRentUtltsAndMaintAmt07191
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAM HEINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN D'AGATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER REPRESENTATION
IRS990EZ/PrintingPublicationsPostageAmt01064
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/SalariesOtherCompEmplBnftAmt013350
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034795
IRS990EZ/TotalRevenueAmt051135
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEE STIPENDS $7450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETIREMENT RECOGNITION $959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEGOTIATING EXPENSES $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER ENGAGEMENT $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REFRRESHMENTS $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD EXPENSES $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEES $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.11
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Natalie Cook
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-14
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/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/PhoneNum06269630297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley B Deal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-14T16:36:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Natalie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cook
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,127
Liabilities
-
Net assets
$137,127
Revenue
$51,135
Expenses
$34,795
Net income
$16,340
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