Civic Intelligence

Charter Oak Educators Association

990EZ • Fiscal year 2024 • EIN 95-2403352

Sep 01, 2023 to Aug 31, 2024 • Filed on Jun 30, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$4,850

Higher top officer pay than 62% of similar nonprofits.

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

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

Asset Growth

61st percentile

6.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

97th percentile

93%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$156,898

Up $9,599 (+6.5%) from 2023

Net Assets

Up

$156,898

Up $9,599 (+6.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$56,602

Up $27,284 (+93%) from 2023

Expenses

Up

$47,003

Up $812 (+1.8%) from 2023

Net Income

Up

$9,599

Up $26,472 (+157%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2024

Assets$156,898
Liabilities-
Net Assets$156,898
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$56,602
Expenses$47,003
Net Income$9,599
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 30, 2025
Return Version
2023v6.0
Gross Receipts
$56,602
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
SUSAN HOOKPresidentPT$4,850-$4,850
KIM HOPSTEINSecretaryPT$4,600-$4,600
ALEX VALENZUELATreasurerPT$3,600-$3,600
KRIS COOKVice PresidentPT$2,400-$2,400
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
2025-06-30
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.1007

“Conferences, Conventions, and Meetings $2735”

Other Expenses.1009

“Depreciation $270”

Other Expenses.1

“Substitute teachers $8576”

Other Expenses.2

“COMMITTEE STIPENDS $3650”

Other Expenses.3

“MEMBER ENGAGEMENT $1718”

Other Expenses.4

“SCHOLARSHIP $1000”

Other Expenses.6

“Retirement recognition $609”

Other Expenses.7

“REFRRESHMENTS $605”

Other Expenses.8

“ELECTION EXPENSE $450”

Other Expenses.9

“SUPPLIES $291”

Other Expenses.10

“REMBRANCE WALK $255”

Other Expenses.11

“NEGOTIATING EXPENSES $63”

Other Expenses.12

“COMMUNITY OUTREACH $40”

Other Assets.1003

“Machinery and Equipment - Beginning $675 Machinery and Equipment - Ending $405”

Raw XML Appendix135 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/BOYAmt0146624
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156493
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09599
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01650
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147299
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156898
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt056602
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056556
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156898
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156898
IRS990EZ/OccupancyRentUtltsAndMaintAmt08771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM HOPSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN HOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRIS COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEX VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0675
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0405
IRS990EZ/OtherExpensesTotalAmt020262
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER REPRESENTATION
IRS990EZ/PrintingPublicationsPostageAmt0870
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/SalariesOtherCompEmplBnftAmt015450
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047003
IRS990EZ/TotalRevenueAmt056602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $2735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUBSTITUTE TEACHERS $8576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE STIPENDS $3650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER ENGAGEMENT $1718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RETIREMENT RECOGNITION $609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REFRRESHMENTS $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ELECTION EXPENSE $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REMBRANCE WALK $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NEGOTIATING EXPENSES $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COMMUNITY OUTREACH $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Machinery and Equipment - Beginning $675 Machinery and Equipment - Ending $405
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 Assets.1003
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HOOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
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/ReturnTs02025-06-30T13:45:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,898
Liabilities
-
Net assets
$156,898
Revenue
$56,602
Expenses
$47,003
Net income
$9,599
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