Civic Intelligence

Vista Teachers Association

990 • Fiscal year 2016 • EIN 95-2486557

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 14, 2017

Organization Profilewww.VistaTA.org
2141 Industrial Court No CVista, CA 92081

(760) 758-2690

Siviq Scores

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

Liabilities / Assets

88th percentile

0.11x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.07x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

9.5%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$124,215

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 41.9% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

1.8%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$192,372

Up $40,019 (+26%) from 2015

Net Assets

Up

$171,053

Up $28,261 (+20%) from 2015

Liabilities

Up

$21,319

Up $11,758 (+123%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin66th percentile

Revenue

Up

$296,763

Up $5,159 (+1.8%) from 2015

Expenses

Up

$268,502

Up $11,709 (+4.6%) from 2015

Net Income

Down

$28,261

Down $6,550 (-19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0Assets 2010: $102,054Liabilities 2010: $7,880Net Assets 2010: $94,1742010Assets 2011: $92,638Liabilities 2011: $0Net Assets 2011: $92,6382011Assets 2012: $77,260Liabilities 2012: $10,129Net Assets 2012: $67,1312012Assets 2013: $94,378Liabilities 2013: $2,734Net Assets 2013: $91,6442013Assets 2014: $109,690Liabilities 2014: $1,709Net Assets 2014: $107,9812014Assets 2015: $152,353Liabilities 2015: $9,561Net Assets 2015: $142,7922015Assets 2016: $192,372Liabilities 2016: $21,319Net Assets 2016: $171,0532016Assets 2017: $213,536Liabilities 2017: $54,057Net Assets 2017: $159,4792017Assets 2018: $207,443Liabilities 2018: $67,312Net Assets 2018: $140,1312018Assets 2019: $148,094Liabilities 2019: $79,381Net Assets 2019: $68,7132019Assets 2020: $130,823Liabilities 2020: $78,143Net Assets 2020: $52,6802020Assets 2021: $133,978Liabilities 2021: $65,234Net Assets 2021: $68,7442021

Highlighted filing

2016

Assets$192,372
Liabilities$21,319
Net Assets$171,053
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $206,692Expenses 2010: $236,295Net Income 2010: -$29,6032010Expenses 2011: $231,9222011Expenses 2012: $254,2242012Revenue 2013: $235,733Expenses 2013: $211,203Net Income 2013: $24,5302013Revenue 2014: $261,338Expenses 2014: $245,001Net Income 2014: $16,3372014Revenue 2015: $291,604Expenses 2015: $256,793Net Income 2015: $34,8112015Revenue 2016: $296,763Expenses 2016: $268,502Net Income 2016: $28,2612016Revenue 2017: $298,400Expenses 2017: $309,974Net Income 2017: -$11,5742017Revenue 2018: $288,681Expenses 2018: $308,029Net Income 2018: -$19,3482018Revenue 2019: $243,534Expenses 2019: $314,952Net Income 2019: -$71,4182019Revenue 2020: $269,836Expenses 2020: $285,869Net Income 2020: -$16,0332020Revenue 2021: $308,995Expenses 2021: $292,931Net Income 2021: $16,0642021

Highlighted filing

2016

Revenue$296,763
Expenses$268,502
Net Income$28,261
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 14, 2017
Return Version
2015v3.0
Gross Receipts
$312,166
Mission and Program Overview

Mission

Protect and promote well being of members and advance public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$130,983$186,251▲ $55,268
Cash and Non-Interest-Bearing Accounts$15,868$3,697▼ $12,171
Prepaid Expenses and Deferred Charges$1,538$0▼ $1,538
Land, Buildings, and Equipment, Net$2,332$792▼ $1,540
Total Assets$152,353$192,372▲ $40,019
Other Assets Total$1,632$1,632→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,561$21,319▲ $11,758
Total Liabilities$9,561$21,319▲ $11,758
Net Assets / Fund Balance
Unrestricted Net Assets$142,792$171,053▲ $28,261
Total Net Assets Fund Balance$142,792$171,053▲ $28,261
Total Liabilities and Net Assets / Fund Balance$152,353$192,372▲ $40,019

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$792$6,845$7,637
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tod CritchlowPresidentFT$124,215$124,215
Reagan DuncanVice PresidentPT$1,500$1,500
Deborah WheelockTreasurerPT$750$750
Valerie HolsethSecretaryPT$750$750

Board Members and Trustees

NameTitle
April SparksDirector
Erin DayusDirector
Gail CantrellDirector
Georgine TomasiDirector
Kristin MagnusenDirector
Laura WhitehouseDirector
Patrick EmausDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$296,971
Investment Income
$-1,258
Other Revenue
$1,050
Change in Net Assets
$28,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$296,763
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$17
Total Revenue per Audited Statements
$296,780
Total Revenue per Form 990
$296,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,518
Other Expenses$91,984
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$127,215
Other Salaries and Wages---$38,312
Occupancy---$21,409
Conferences and Meetings---$20,525
All Other Expenses---$10,399
Payroll Taxes---$6,833
Fees for Services Accounting---$5,521
Office Expenses---$4,204
Other Employee Benefits---$4,158
Other Expenses---$3,119
Insurance---$1,860
Fees for Services Other---$1,596
Travel---$963
Information Technology---$952
Total Functional Expenses$0$0$0$268,502

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$269,503
Expenses per Audited Statements$268,502
Total Expenses per Form 990$268,502
Expenses Not Reported on Form 990$1,001
Expenses Not Reported on Financial Statements$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
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
Yes
Other officer compensation reviewed
Yes
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

“The Associations membership consists of Vista Unified School District Teachers who elect to join VTA.”

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

“The Membership elects the the members of the governing body.”

Form 990, Part VI, Section B, line 11

“Each board member receives, reviews, questions and approves the tax return prior to submission to the authoritative agencies.”

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

“Annually board members are encouraged to disclose any possible conflict of interests.”

Form 990, Part VI, Section B, line 15

“The board will review the job duties and qualifications with other positions in the area and determine the appropriate salary based on the statistically data obtained for the surrounding area.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Vista Teachers Association
EIN
95-2486557
Phone
7607582690
Address
2141 Industrial Court No C, Vista, CA 92081

Signing Officer

Name
Tod Critchlow President
Title
President
Phone
7607582690
Signed
2017-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tod Critchlow
Formed
1967
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
14
Volunteers
0

Preparer

Firm
Smith Marion & Company LLP
Address
1940 Orange Tree Lane 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“No changes have occurred 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 Association, management believes that all of the positions taken by the Association in its federal and state income 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 years and beyond remain subject to examination by the Internal Revenue Service. The Association's California income tax returns for the prior four years and beyond remain subject to examination by the Franchise Tax Board.”

Part XI, Line 2D - Other Adjustments:

“Remove PAC activity 17.”

Part XII, Line 2D - Other Adjustments:

“Remove PAC activity 1,001.”

Raw XML Appendix372 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0296763
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Association, management believes that all of the positions taken by the Association in its federal and state income 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 years and beyond remain subject to examination by the Internal Revenue Service. The Association's California income tax returns for the prior four years and beyond remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Remove PAC activity 17.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Remove PAC activity 1,001.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0792
IRS990ScheduleD/TotalExpensesPerForm990Amt0268502
IRS990ScheduleD/TotalRevenuePerForm990Amt0296763
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296780
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0269503
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Associations membership consists of Vista Unified School District Teachers who elect to join VTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Membership elects the the members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each board member receives, reviews, questions and approves the tax return prior to submission to the authoritative agencies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annually board members are encouraged to disclose any possible conflict of interests.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board will review the job duties and qualifications with other positions in the area and determine the appropriate salary based on the statistically data obtained for the surrounding area.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon written request the Association will make available the governing documents, policies, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No changes have occurred 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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
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/TotalAssetsBOYAmt0152353
IRS990/TotalAssetsEOYAmt0192372
IRS990/TotalAssetsGrp/BOYAmt0152353
IRS990/TotalAssetsGrp/EOYAmt0192372
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268502
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09561
IRS990/TotalLiabilitiesEOYAmt021319
IRS990/TotalLiabilitiesGrp/BOYAmt09561
IRS990/TotalLiabilitiesGrp/EOYAmt021319
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0142792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0171053
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0296971
IRS990/TotalReportableCompFromOrgAmt0127215
IRS990/TotalRevenueGrp/ExclusionAmt0282
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0296481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0296763
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152353
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192372
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0963
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0142792
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0171053
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02141 Industrial Court No C
IRS990/USAddress/CityNm0Vista
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092081
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.VistaTA.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tod Critchlow President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07607582690
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Vista Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0VIST
ReturnHeader/Filer/EIN0952486557
ReturnHeader/Filer/PhoneNum07607582690
ReturnHeader/Filer/USAddress/AddressLine1Txt02141 Industrial Court No C
ReturnHeader/Filer/USAddress/CityNm0Vista
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Marion
ReturnHeader/ReturnTs02017-04-14T10:44:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,372
Liabilities
$21,319
Net assets
$171,053
Revenue
$296,763
Expenses
$268,502
Net income
$28,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.65$0.69$3.09$2.93$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.78$0.53$2.70$2.86$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.79$0.69$2.44$3.15$0.71
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.67$1.40$2.89$3.08$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.54$1.59$2.98$3.10$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.21$1.71$2.97$2.69$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.10$1.43$2.92$2.57$0.35
2014Summary only. Only limited summary data is available for this year.$1.10$0.02$1.08$2.61$2.45$0.16
2013Summary only. Only limited summary data is available for this year.$0.94$0.03$0.92$2.36$2.11$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.10$0.67$2.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$2.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.08$0.94$2.07$2.36$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits