Civic Intelligence

Ventura Unified Education Association

EIN 95-2472299 • 501(c)5 • Ventura, CA

Profile

Teacher Representation

P O Box 1416Ventura, CA 93002

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

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

61st percentile

$3,600

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

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

Asset Growth

70th percentile

9.7%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$443,684

Up $39,402 (+9.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$443,684

Up $39,402 (+9.7%) from 2023

Revenue

Up

$168,863

Up $24,844 (+17%) from 2023

Expenses

Down

$129,461

Down $51,973 (-29%) from 2023

Net Income

Up

$39,402

Up $76,817 (+205%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $236,215Liabilities 2011: $02011Assets 2012: $274,859Liabilities 2012: $02012Assets 2014: $299,915Liabilities 2014: $2,5002014Assets 2015: $306,726Net Assets 2015: $306,7262015Assets 2016: $321,916Net Assets 2016: $321,9162016Assets 2017: $319,826Liabilities 2017: $19,347Net Assets 2017: $300,4792017Assets 2018: $294,451Net Assets 2018: $294,4512018Assets 2019: $311,991Net Assets 2019: $311,9912019Assets 2020: $370,721Net Assets 2020: $370,7212020Assets 2021: $400,653Net Assets 2021: $400,6532021Assets 2022: $441,697Net Assets 2022: $441,6972022Assets 2023: $404,282Net Assets 2023: $404,2822023Assets 2024: $443,684Net Assets 2024: $443,6842024

Highlighted filing

2024

Assets$443,684
Liabilities-
Net Assets$443,684

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $162,038Expenses 2011: $109,651Net Income 2011: $52,3872011Revenue 2012: $171,629Expenses 2012: $132,985Net Income 2012: $38,6442012Revenue 2014: $140,637Expenses 2014: $131,602Net Income 2014: $9,0352014Revenue 2015: $138,253Expenses 2015: $128,942Net Income 2015: $9,3112015Revenue 2016: $145,464Expenses 2016: $130,274Net Income 2016: $15,1902016Revenue 2017: $141,012Expenses 2017: $162,449Net Income 2017: -$21,4372017Revenue 2018: $137,238Expenses 2018: $143,266Net Income 2018: -$6,0282018Revenue 2019: $136,452Expenses 2019: $118,912Net Income 2019: $17,5402019Revenue 2020: $133,164Expenses 2020: $74,434Net Income 2020: $58,7302020Revenue 2021: $162,896Expenses 2021: $132,964Net Income 2021: $29,9322021Revenue 2022: $159,320Expenses 2022: $118,276Net Income 2022: $41,0442022Revenue 2023: $144,019Expenses 2023: $181,434Net Income 2023: -$37,4152023Revenue 2024: $168,863Expenses 2024: $129,461Net Income 2024: $39,4022024

Highlighted filing

2024

Revenue$168,863
Expenses$129,461
Net Income$39,402

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 5, 2025
Return Version
2023v6.0
Gross Receipts
$168,863
Mission and Program Overview

Mission

Teacher Representation

Program Services

DescriptionGrantsExpenses
Representation of teachers in the Ventura Unified School District and negotiation of a contract on their behalf. The Association also disseminates information regarding the school district and educational ideas to school district teachers. (Approximately 850 individuals benefit.)-$109,031
Encouraging young people to pursue goals of higher education and to consider teaching as a career. ( 31 individuals)$15,500$15,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah McLaughlinPresidentFT$3,600-$3,600
Liz MainzSecretary-$0--
Sara SerotaVice PresidentPT$0--
Kara MillerDirector-$0--
Linda BergfeldTreasurerPT$0--
Steve BoydDirector-$0--
Daniel FloresDirector-$0--
Laurel DavidsonDirector-$0--
Elaine TheurerDirector-$0--
Andrew CoatesDirector-$0--
Melissa FraileyDirector-$0--
Halina CheungDirector-$0--
Teri DathDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ventura Unified Education Association
EIN
95-2472299
Phone
8056440876
Address
P O Box 1416, Ventura, CA 93002

Signing Officer

Name
Linda Bergfeld
Title
Treasurer
Signed
2025-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Janke
Address
1831 Tapo St SteA, Simi Valley, CA 93063
Preparer
Gary Janke
Phone
8187001099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Scholarship | Donee's Name: High School Seniors ( 31 ) | Donee's Address: 701 E Santa Clara St Ventura CA 93001 | Relationship of Donee: None | Cash Amount Given: $15500

Other Expenses.1002

Office Expenses $3008

Other Expenses.1007

Conferences, Conventions, and Meetings $4942

Other Expenses.1009

Depreciation $1286

Other Expenses.1012

Insurance $91

Other Expenses.1

Officer release time $40000

Other Expenses.2

Teacher relations $9250

Other Expenses.3

Member Promotion - T shirts $5870

Other Expenses.4

Officer expenses $5283

Other Expenses.5

Retiree celebration $3853

Other Expenses.6

Negotiation comm expense $3723

Other Expenses.7

Payroll processing $3039

Other Expenses.8

Copier rental, costs $2337

Other Expenses.9

Rep council expenses $1993

Other Expenses.10

Software expense $1065

Other Expenses.11

Public relations $924

Other Expenses.12

Website costs $921

Other Expenses.13

Teacher recognition exp $191

Other Expenses.14

Organizational expenses $-409

Other Assets.1002

Furniture and Fixtures - Beginning $5039 Furniture and Fixtures - Ending $3753

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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Bergfeld
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VENTURA UNIFIED EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0952472299
ReturnHeader/Filer/PhoneNum08056440876
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01831 Tapo St SteA
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ReturnHeader/TaxYr02023

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