Civic Intelligence

La Mesa-Spring Valley Teachers Assn

990EZ • Fiscal year 2017 • EIN 95-2538923

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 23, 2018

Organization ProfileN/A
PO Box 1479LA Mesa, CA 91944

(619) 460-3465

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

31%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,595

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

34th percentile

-2.9%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$365,337

Up $37,851 (+12%) from 2016

Net Assets

Up

$365,337

Up $37,851 (+12%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$121,001

Down $3,650 (-2.9%) from 2016

Expenses

Down

$83,150

Down $28,255 (-25%) from 2016

Net Income

Up

$37,851

Up $24,605 (+186%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2011: $57,022Liabilities 2011: $0Net Assets 2011: $57,0222011Assets 2012: $70,788Net Assets 2012: $70,7882012Assets 2013: $77,459Net Assets 2013: $77,4592013Assets 2014: $277,528Liabilities 2014: $0Net Assets 2014: $277,5282014Assets 2015: $314,240Net Assets 2015: $314,2402015Assets 2016: $327,486Net Assets 2016: $327,4862016Assets 2017: $365,337Net Assets 2017: $365,3372017Assets 2018: $399,291Liabilities 2018: $730Net Assets 2018: $398,5612018Assets 2019: $412,875Net Assets 2019: $412,8752019Assets 2020: $452,693Liabilities 2020: $6Net Assets 2020: $452,6872020Assets 2021: $486,247Liabilities 2021: $6Net Assets 2021: $486,2412021Assets 2022: $513,976Liabilities 2022: $0Net Assets 2022: $513,9762022Assets 2023: $534,014Liabilities 2023: $0Net Assets 2023: $534,0142023Assets 2024: $543,939Liabilities 2024: $0Net Assets 2024: $543,9392024

Highlighted filing

2017

Assets$365,337
Liabilities-
Net Assets$365,337
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $568,232Expenses 2011: $573,084Net Income 2011: -$4,8522011Revenue 2012: $105,912Expenses 2012: $92,146Net Income 2012: $13,7662012Revenue 2013: $102,172Expenses 2013: $95,198Net Income 2013: $6,9742013Revenue 2014: $295,821Expenses 2014: $95,752Net Income 2014: $200,0692014Revenue 2015: $111,624Expenses 2015: $74,912Net Income 2015: $36,7122015Revenue 2016: $124,651Expenses 2016: $111,405Net Income 2016: $13,2462016Revenue 2017: $121,001Expenses 2017: $83,150Net Income 2017: $37,8512017Revenue 2018: $127,499Expenses 2018: $94,275Net Income 2018: $33,2242018Revenue 2019: $119,130Expenses 2019: $104,816Net Income 2019: $14,3142019Revenue 2020: $113,983Expenses 2020: $74,165Net Income 2020: $39,8182020Revenue 2021: $109,725Expenses 2021: $76,171Net Income 2021: $33,5542021Revenue 2022: $109,976Expenses 2022: $82,247Net Income 2022: $27,7292022Revenue 2023: $114,549Expenses 2023: $94,511Net Income 2023: $20,0382023Revenue 2024: $125,162Expenses 2024: $115,237Net Income 2024: $9,9252024

Highlighted filing

2017

Revenue$121,001
Expenses$83,150
Net Income$37,851
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$121,001
Mission and Program Overview

Mission

To represent teachers of the la mesa-spring valley school district.

Program Services

DescriptionGrantsExpenses
TO REPRESENT TEACHERS OF THE LA MESA-SPRING VALLEY SCHOOL DISTRICT.$54,068-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRANT K NELSONPresident-$18,595-$18,595
BYRON E LINDSAYChairman-$5,945-$5,945
SHANE STRICKLANDVice PresidentPT$5,618-$5,618
KAREN EPLERChairman-$5,574-$5,574
EMILY M SCHEITLINTreasurerPT$4,782-$4,782
TIERNEY BRADFORDSecretaryPT$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$7,500
Total Exempt Function Spending$7,500
Filing and Contact Details

Filer

Filer Name
La Mesa-spring Valley Teachers Assn
EIN
95-2538923
Phone
6194603465
Address
PO BOX 1479, LA MESA, CA 91944

Signing Officer

Name
Grant K Nelson
Title
President
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Revenue.1

“REFUNDS $3144”

Other Expenses.1002

“Office Expenses $6531”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7840”

Other Expenses.1009

“Depreciation $2467”

Other Expenses.1

“Transfer to pac fund $7500”

Other Expenses.2

“MISCELLANEOUS $1827”

Other Expenses.3

“NEGOTIATIONS $1676”

Other Expenses.4

“President's expense $1485”

Other Expenses.5

“Officer release time $1020”

Other Assets.1002

“Furniture and Fixtures - Beginning $9260 Furniture and Fixtures - Ending $6793”

Raw XML Appendix148 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/PersonNm0EMILY M SCHEITLIN TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06194603465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1479
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091944
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0318226
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0358544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt07500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07647
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0327486
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365337
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0121001
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0117479
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327486
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327486
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04782
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt15618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt318595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt55574
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY M SCHEITLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE STRICKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIERNEY BRADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRANT K NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BYRON E LINDSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN EPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09260
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06793
IRS990EZ/OtherExpensesTotalAmt030346
IRS990EZ/OtherRevenueTotalAmt03486
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0TO REPRESENT TEACHERS OF THE LA MESA-SPRING VALLEY SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO REPRESENT TEACHERS OF THE LA MESA-SPRING VALLEY SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054068
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045157
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083150
IRS990EZ/TotalProgramServiceExpensesAmt054068
IRS990EZ/TotalRevenueAmt0121001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/InternalFundsContributedAmt07500
IRS990ScheduleC/PoliticalExpendituresAmt07500
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt07500
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0800835651
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0LA MESA SPRING VALLEY TEACHERS PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0PO BOX 1479
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0LA MESA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd091944
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REMITS A PORTION OF MEMBER DUES ANNUALLY TO THE LA MESA SPRING VALLEY TEACHERS ASSOCIATION PAC.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TotalExemptFunctionExpendAmt07500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS $3144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $7840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $2467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER TO PAC FUND $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEGOTIATIONS $1676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRESIDENT'S EXPENSE $1485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICER RELEASE TIME $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $9260 Furniture and Fixtures - Ending $6793
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1002
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT K NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA MESA-SPRING VALLEY TEACHERS ASSN
ReturnHeader/Filer/BusinessNameControlTxt0LAME
ReturnHeader/Filer/EIN0952538923
ReturnHeader/Filer/PhoneNum06194603465
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1479
ReturnHeader/Filer/USAddress/CityNm0LA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921083820
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J ZIZZI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-23T16:45:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,337
Liabilities
-
Net assets
$365,337
Revenue
$121,001
Expenses
$83,150
Net income
$37,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$1.25$1.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$1.15$0.95$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.10$0.82$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$1.10$0.76$0.34
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.14$0.74$0.40
2019Detailed filing. Detailed filing data is available for this year.$4.13$4.13$1.19$1.05$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.01$3.99$1.27$0.94$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.65$3.65$1.21$0.83$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.25$1.11$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.14$3.14$1.12$0.75$0.37
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.96$0.96$2.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$1.02$0.95$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$1.06$0.92$0.14
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$5.68$5.73$0.05