Civic Intelligence

Anaheim Elementary Education Association

990 • Fiscal year 2017 • EIN 95-2480278

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 10, 2018

Organization Profilewww.aeea4u.org
50 S Anaheim Blvd No 300Anaheim, CA 92805

(714) 399-1882

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

18%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

7.1%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$780,080

Up $47,657 (+6.5%) from 2016

Net Assets

Up

$780,080

Up $47,657 (+6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin81st percentile

Revenue

Up

$260,548

Up $17,253 (+7.1%) from 2016

Expenses

Up

$212,891

Up $2,106 (+1.0%) from 2016

Net Income

Up

$47,657

Up $15,147 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0Assets 2011: $452,054Liabilities 2011: $0Net Assets 2011: $452,0542011Assets 2012: $598,369Liabilities 2012: $0Net Assets 2012: $598,3692012Assets 2013: $657,506Liabilities 2013: $0Net Assets 2013: $657,5062013Assets 2014: $695,630Liabilities 2014: $20,000Net Assets 2014: $675,6302014Assets 2015: $699,913Liabilities 2015: $0Net Assets 2015: $699,9132015Assets 2016: $732,423Liabilities 2016: $0Net Assets 2016: $732,4232016Assets 2017: $780,080Liabilities 2017: $0Net Assets 2017: $780,0802017Assets 2018: $779,912Liabilities 2018: $1,825Net Assets 2018: $778,0872018Assets 2019: $789,034Liabilities 2019: $0Net Assets 2019: $789,0342019Assets 2020: $912,274Liabilities 2020: $0Net Assets 2020: $912,2742020Assets 2021: $917,388Liabilities 2021: $0Net Assets 2021: $917,3882021Assets 2022: $943,972Liabilities 2022: $402Net Assets 2022: $943,5702022Assets 2023: $910,293Liabilities 2023: $0Net Assets 2023: $910,2932023Assets 2024: $746,262Liabilities 2024: $105Net Assets 2024: $746,1572024Assets 2025: $722,189Liabilities 2025: $605Net Assets 2025: $721,5842025

Highlighted filing

2017

Assets$780,080
Liabilities$0
Net Assets$780,080
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $235,469Expenses 2011: $182,886Net Income 2011: $52,5832011Revenue 2012: $373,919Expenses 2012: $227,604Net Income 2012: $146,3152012Expenses 2013: $171,1882013Revenue 2014: $242,067Expenses 2014: $223,943Net Income 2014: $18,1242014Revenue 2015: $249,064Expenses 2015: $224,781Net Income 2015: $24,2832015Revenue 2016: $243,295Expenses 2016: $210,785Net Income 2016: $32,5102016Revenue 2017: $260,548Expenses 2017: $212,891Net Income 2017: $47,6572017Revenue 2018: $246,863Expenses 2018: $248,856Net Income 2018: -$1,9932018Revenue 2019: $229,509Expenses 2019: $218,562Net Income 2019: $10,9472019Revenue 2020: $232,152Expenses 2020: $108,912Net Income 2020: $123,2402020Revenue 2021: $236,156Expenses 2021: $231,042Net Income 2021: $5,1142021Revenue 2022: $177,139Expenses 2022: $150,957Net Income 2022: $26,1822022Revenue 2023: $165,196Expenses 2023: $198,473Net Income 2023: -$33,2772023Revenue 2024: $151,619Expenses 2024: $315,755Net Income 2024: -$164,1362024Revenue 2025: $153,569Expenses 2025: $178,142Net Income 2025: -$24,5732025

Highlighted filing

2017

Revenue$260,548
Expenses$212,891
Net Income$47,657
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 10, 2018
Return Version
2016v3.0
Gross Receipts
$260,548
Mission and Program Overview

Mission

To promote the welfare & interest of the members of the anaheim elementary education association

To promote the welfare and interest of the members of the Anaheim Elementary Education Association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$515,925$449,191▼ $66,734
Cash and Non-Interest-Bearing Accounts$216,498$330,889▲ $114,391
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$732,423$780,080▲ $47,657
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$732,423$780,080▲ $47,657
Total Net Assets Fund Balance$732,423$780,080▲ $47,657
Total Liabilities and Net Assets / Fund Balance$732,423$780,080▲ $47,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$754$754
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Kristen FisherPresident
Debbie ResnickVice President
Alex PhetheanBoard Member
Jamie BurtonBoard Member
Judy FogertyBoard Member
Laura EmersonBoard Member
Lisa EckBoard Member
Monica Montoya-RoblesBoard Member
Patricia WattsSecretary
Dennis HaesslyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,262
Investment Income
$4,837
Other Revenue
$16,449
Change in Net Assets
$47,657

Audited Revenue Reconciliation

Revenue per Audited Statements
$260,548
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$260,548
Total Revenue per Form 990
$260,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$86,990
Conferences and Meetings---$7,126
Fees for Services Accounting---$4,460
All Other Expenses---$3,065
Other Expenses---$2,173
Information Technology---$1,268
Office Expenses---$1,218
Insurance---$290
Total Functional Expenses$0$0$0$212,891

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$212,891
Total Expenses per Audited Statements$212,891
Total Expenses per Form 990$212,891
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Members of the Association are comprised of school employees from the Anaheim Unifed School District.”

Form 990, Part VI, Section A, line 7A

“Members of the Association elect the Board of Directors. The Board of Directors serve two or three year terms in addition to their teaching positions.”

Form 990, Part VI, Section B, line 10B

“The Association is an affiliate of the California Teachers Association (CTA) and the National Education Association (NEA).”

Form 990, Part VI, Section B, line 11B

“Form 990 is made available to the board of directors who have the opportunity to review, question & approve the return prior to submission.”

Form 990, Part VI, Section B, line 12C

“Annually the executive and rep council board meetings will discuss any possible conflicts.”

Form 990, Part VI, Section C, line 19

“Upon written request the Association will make available the governing documents, policies and/or financial statements.”

Filing and Contact Details

Filer

Filer Name
Anaheim Elementary Education Association
EIN
95-2480278
Phone
7143991882
Address
50 S Anaheim Blvd No 300, Anaheim, CA 92805

Signing Officer

Name
Kristen Fisher
Title
President
Phone
7143991882
Signed
2018-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Fisher
Formed
1962
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Smith Marion & Co LLP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Roxanne M Garcia
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990; Part XII; Line 2C

“There have been no changes in the oversight of the audit or the selection process for the independent accountant from prior years.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Association in its federal and state tax returns are more likely than not to be sustained upon examination. The Association files returns in the US Federal jurisdiction and the State of California. The Association's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Association's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.”

Raw XML Appendix353 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.

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IRS990/Desc0To represent its members in their relations with their employer, and to seek to be the exclusive representative of appropriate units of school employees in all matters relating to employment conditions and employer-employee relations including, but not limited to, wages, hours, and other terms and conditions of employmentTo build strength through unity, growth in leadership, and increased participation by providing support, service, and advocacy for members' rights.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Association in its federal and state tax returns are more likely than not to be sustained upon examination. The Association files returns in the US Federal jurisdiction and the State of California. The Association's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Association's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the Association are comprised of school employees from the Anaheim Unifed School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Association elect the Board of Directors. The Board of Directors serve two or three year terms in addition to their teaching positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Association is an affiliate of the California Teachers Association (CTA) and the National Education Association (NEA).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is made available to the board of directors who have the opportunity to review, question & approve the return prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annually the executive and rep council board meetings will discuss any possible conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon written request the Association will make available the governing documents, policies and/or financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6There have been no changes in the oversight of the audit or the selection process for the independent accountant from prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990; Part XII; Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0732423
IRS990/TotalAssetsEOYAmt0780080
IRS990/TotalAssetsGrp/BOYAmt0732423
IRS990/TotalAssetsGrp/EOYAmt0780080
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0212891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0732423
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0780080
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0185215
IRS990/TotalProgramServiceRevenueAmt0239262
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04837
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0255711
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260548
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0732423
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0780080
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0732423
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0780080
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 S Anaheim Blvd No 300
IRS990/USAddress/CityNm0Anaheim
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092805
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.aeea4u.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Fisher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07143991882
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anaheim Elementary Education Association
ReturnHeader/Filer/BusinessNameControlTxt0ANAH
ReturnHeader/Filer/EIN0952480278
ReturnHeader/Filer/PhoneNum07143991882
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S Anaheim Blvd No 300
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092805
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025DFF461CDA25D2DACA7392589EF5ED1DF276802
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.135.70.2
ReturnHeader/FilingSecurityInformation/IPDt02018-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:01:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roxanne M Garcia
ReturnHeader/ReturnTs02018-04-11T12:57:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$780,080
Liabilities
$0
Net assets
$780,080
Revenue
$260,548
Expenses
$212,891
Net income
$47,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.22$0.01$7.22$1.54$1.78$0.25
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.52$3.16$1.64
2023Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$1.65$1.98$0.33
2022Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$1.77$1.51$0.26
2021Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$2.36$2.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.32$1.09$1.23
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$2.30$2.19$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.80$0.02$7.78$2.47$2.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$2.61$2.13$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$2.43$2.11$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$2.49$2.25$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.20$6.76$2.42$2.24$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.00$6.58$1.71
2012Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$3.74$2.28$1.46
2011Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$2.35$1.83$0.53