Civic Intelligence

Fullerton Secondary Teachers Organization

990EZ • Fiscal year 2014 • EIN 95-2552725

Sep 01, 2013 to Aug 31, 2014 • Filed on Jun 15, 2015

749 South Brea Blvd92821

(714) 256-9900

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-1.2%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$296,654

Up $25,078 (+9.2%) from 2013

Net Assets

Up

$296,654

Up $25,078 (+9.2%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$198,191

No earlier filing loaded for comparison.

Expenses

Down

$173,113

Down $12,708 (-6.8%) from 2013

Net Income

$25,078

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $264,250Liabilities 2011: $0Net Assets 2011: $264,2502011Assets 2012: $256,357Liabilities 2012: $0Net Assets 2012: $256,3572012Assets 2013: $271,576Liabilities 2013: $0Net Assets 2013: $271,5762013Assets 2014: $296,654Net Assets 2014: $296,6542014Assets 2015: $284,253Net Assets 2015: $284,2532015Assets 2016: $310,902Net Assets 2016: $310,9022016Assets 2017: $526,061Liabilities 2017: $0Net Assets 2017: $526,0612017Assets 2018: $281,696Liabilities 2018: $1Net Assets 2018: $281,6952018Assets 2019: $558,544Liabilities 2019: $0Net Assets 2019: $558,5442019Assets 2020: $593,644Liabilities 2020: $0Net Assets 2020: $593,6442020Assets 2021: $566,837Liabilities 2021: $0Net Assets 2021: $566,8372021Assets 2022: $571,171Liabilities 2022: $1,432Net Assets 2022: $569,7392022Assets 2023: $457,101Liabilities 2023: $517Net Assets 2023: $456,5842023Assets 2024: $484,090Liabilities 2024: $158Net Assets 2024: $483,9322024Assets 2025: $390,224Liabilities 2025: $359Net Assets 2025: $389,8652025

Highlighted filing

2014

Assets$296,654
Liabilities-
Net Assets$296,654

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $204,749Expenses 2011: $186,018Net Income 2011: $18,7312011Revenue 2012: $203,024Expenses 2012: $210,917Net Income 2012: -$7,8932012Expenses 2013: $185,8212013Revenue 2014: $198,191Expenses 2014: $173,113Net Income 2014: $25,0782014Revenue 2015: $197,974Expenses 2015: $210,375Net Income 2015: -$12,4012015Revenue 2016: $199,385Expenses 2016: $172,736Net Income 2016: $26,6492016Revenue 2017: $454,961Expenses 2017: $239,802Net Income 2017: $215,1592017Revenue 2018: $187,631Expenses 2018: $431,997Net Income 2018: -$244,3662018Revenue 2019: $486,957Expenses 2019: $207,783Net Income 2019: $279,1742019Revenue 2020: $318,053Expenses 2020: $282,953Net Income 2020: $35,1002020Revenue 2021: $312,326Expenses 2021: $352,128Net Income 2021: -$39,8022021Revenue 2022: $198,553Expenses 2022: $195,651Net Income 2022: $2,9022022Revenue 2023: $202,857Expenses 2023: $316,012Net Income 2023: -$113,1552023Revenue 2024: $333,690Expenses 2024: $306,342Net Income 2024: $27,3482024Revenue 2025: $212,515Expenses 2025: $307,434Net Income 2025: -$94,9192025

Highlighted filing

2014

Revenue$198,191
Expenses$173,113
Net Income$25,078
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jun 15, 2015
Return Version
2013v4.0
Gross Receipts
$198,191
Mission and Program Overview

Mission

Organized exclusively as a professional school employees association and for educational purposes.

Program Services

DescriptionGrantsExpenses
REPRESENTING MEMBERS IN CONTRACT NEGOTIATINS WITH THE DISTRICT--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA MARTINEZVice President-$0--
JOHN MARVINPresidentPT$0--
TANYA ANTUNOVICHSecretary-$0--
KAREN HALLTreasurer-$0--
Filing and Contact Details

Filer

EIN
95-2552725
Phone
7142569900

Signing Officer

Name
John Marvin
Title
President
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Preparer
Jerome R Kern CPA
Phone
9513167848
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

Name: N. ORANGE COUNTY UNITED TEACHE | Address: 749 S BREA BLVD STE 42 BREA, CA 92821 | Purpose of payment: DUES | Amount: $104217

Other Expenses.1007

Conferences, Conventions, and Meetings $9077

Other Expenses.1

Presidents release time $33395

Other Expenses.2

SCHOLARSHIPS $2500

Other Expenses.3

Contract negotiations $2500

Other Expenses.4

OTHERS $1814

Other Expenses.5

HOSPITALITY $1605

Other Expenses.6

ESCROW AGENCY FEE $245

Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0R BAKOTICH
IRS990EZ/BooksInCareOfDetail/PhoneNum07142569900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10749 SOUTH BREA BLVD42
IRS990EZ/BooksInCareOfDetail/USAddress/City0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0271576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0296654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017760
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0271576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296654
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0104217
IRS990EZ/GrossReceiptsAmt0198191
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04355
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0271576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0271576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296654
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MARVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANYA ANTUNOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED EXCLUSIVELY AS A PROFESSIONAL SCHOOL EMPLOYEES ASSOCIATION AND FOR EDUCATIONAL PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt0193836
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTING MEMBERS IN CONTRACT NEGOTIATINS WITH THE DISTRICT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173113
IRS990EZ/TotalRevenueAmt0198191
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: N. ORANGE COUNTY UNITED TEACHE | Address: 749 S BREA BLVD STE 42 BREA, CA 92821 | Purpose of payment: DUES | Amount: $104217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $9077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRESIDENTS RELEASE TIME $33395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT NEGOTIATIONS $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHERS $1814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $1605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ESCROW AGENCY FEE $245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10FULLERTON SECONDARY TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0952552725
ReturnHeader/Filer/PhoneNum07142569900
ReturnHeader/Filer/USAddress/AddressLine10749 SOUTH BREA BLVD
ReturnHeader/Filer/USAddress/City0BREA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JEROME R KERN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101622 W 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0POMONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0917662503
ReturnHeader/PreparerPersonGrp/PhoneNum09513167848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerome R Kern CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-15T10:23:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.00$3.90$2.13$3.07$0.95
2024Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$3.34$3.06$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.01$4.57$2.03$3.16$1.13
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.01$5.70$1.99$1.96$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$3.12$3.52$0.40
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$3.18$2.83$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$4.87$2.08$2.79
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$1.88$4.32$2.44
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$4.55$2.40$2.15
2016Detailed filing. Detailed filing data is available for this year.$3.11$3.11$1.99$1.73$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.84$2.84$1.98$2.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.97$2.97$1.98$1.73$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$1.86
2012Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$2.03$2.11$0.08
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$2.05$1.86$0.19