Civic Intelligence

Charter Oak Educators Association

990EZ • Fiscal year 2023 • EIN 95-2403352

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 14, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

4th percentile

-58%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$4,865

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-10%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-60%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$147,299

Down $16,873 (-10%) from 2022

Net Assets

Down

$147,299

Down $16,873 (-10%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$29,318

Down $43,200 (-60%) from 2022

Expenses

Up

$46,191

Up $718 (+1.6%) from 2022

Net Income

Down

-$16,873

Down $43,918 (-162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2023

Assets$147,299
Liabilities-
Net Assets$147,299
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

2023

Revenue$29,318
Expenses$46,191
Net Income-$16,873
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$29,318
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 Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM HOPSTEINSecretaryPT$4,865-$4,865
GREG PALATTOPresidentPT$4,000-$4,000
NATALIE COOKTreasurerPT$3,000-$3,000
KRIS COOKVice PresidentPT$2,400-$2,400
SUSAN HOOKPresidentPT$1,050-$1,050
ALEX VALENZUELATreasurerPT$600-$600
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
2024-02-14
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 $114”

Other Expenses.1007

“Conferences, Conventions, and Meetings $5247”

Other Expenses.1009

“Depreciation $450”

Other Expenses.1

“COMMITTEE STIPENDS $4525”

Other Expenses.2

“Substitute teachers $2613”

Other Expenses.3

“Negotiating expenses $1531”

Other Expenses.4

“MEMBER ENGAGEMENT $1068”

Other Expenses.5

“SCHOLARSHIP $1000”

Other Expenses.6

“SUPPLIES $948”

Other Expenses.8

“MEMBER GIFTS $535”

Other Expenses.9

“Retirement recognition $495”

Other Expenses.10

“REFRRESHMENTS $458”

Other Expenses.11

“OFFICER EXPENSES $372”

Other Expenses.12

“REMBRANCE WALK $260”

Other Expenses.13

“PUBLICITY $45”

Other Expenses.14

“COMMUNITY OUTREACH $40”

Other Expenses.15

“MISCELLANEOUS $22”

Other Assets.1003

“Machinery and Equipment - Beginning $1125 Machinery and Equipment - Ending $675”

Raw XML Appendix157 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/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/BOYAmt0163047
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146624
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16873
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164172
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147299
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt029318
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0133
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029185
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0164172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0164172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147299
IRS990EZ/OccupancyRentUtltsAndMaintAmt08467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04865
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM HOPSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG PALATTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN HOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRIS COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEX VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01125
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0675
IRS990EZ/OtherExpensesTotalAmt019723
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/SalariesOtherCompEmplBnftAmt015915
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046191
IRS990EZ/TotalRevenueAmt029318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $5247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE STIPENDS $4525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBSTITUTE TEACHERS $2613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATING EXPENSES $1531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER ENGAGEMENT $1068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBER GIFTS $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RETIREMENT RECOGNITION $495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REFRRESHMENTS $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OFFICER EXPENSES $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REMBRANCE WALK $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PUBLICITY $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15COMMUNITY OUTREACH $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISCELLANEOUS $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Machinery and Equipment - Beginning $1125 Machinery and Equipment - Ending $675
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HOOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-14
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/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/PhoneNum06269630297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley B Deal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-14T08:14:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOOK
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,299
Liabilities
-
Net assets
$147,299
Revenue
$29,318
Expenses
$46,191
Net income
-$16,873
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