Civic Intelligence

Escondido Elementary Educators Assn

990EZ • Fiscal year 2018 • EIN 95-2668013

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 07, 2019

Organization Profilewww.eeeassoc.org
218 E Grand AvenueEscondido, CA 92025

(760) 746-1438

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.02x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

2.3%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$10,090

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$306,178

Up $6,741 (+2.3%) from 2017

Net Assets

Up

$301,228

Up $1,791 (+0.6%) from 2017

Liabilities

Up

$4,950

Up $4,950 from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin46th percentile

Revenue

Down

$199,692

Down $28,446 (-12%) from 2017

Expenses

Down

$195,043

Down $8,126 (-4.0%) from 2017

Net Income

Down

$4,649

Down $20,320 (-81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $116,029Liabilities 2011: $5392011Assets 2012: $160,261Liabilities 2012: $02012Assets 2013: $207,156Net Assets 2013: $207,1562013Assets 2014: $256,921Net Assets 2014: $256,9212014Assets 2015: $279,890Liabilities 2015: $0Net Assets 2015: $279,8902015Assets 2016: $274,595Net Assets 2016: $274,5952016Assets 2017: $299,437Liabilities 2017: $0Net Assets 2017: $299,4372017Assets 2018: $306,178Liabilities 2018: $4,950Net Assets 2018: $301,2282018Assets 2019: $319,362Liabilities 2019: $2,122Net Assets 2019: $317,2402019Assets 2020: $391,307Liabilities 2020: $270Net Assets 2020: $391,0372020Assets 2021: $417,721Liabilities 2021: $1,737Net Assets 2021: $415,9842021Assets 2022: $427,551Liabilities 2022: $6,666Net Assets 2022: $420,8852022Assets 2023: $425,779Liabilities 2023: $15,861Net Assets 2023: $409,9182023Assets 2024: $401,209Liabilities 2024: $225Net Assets 2024: $400,9842024

Highlighted filing

2018

Assets$306,178
Liabilities$4,950
Net Assets$301,228
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $141,971Expenses 2011: $145,580Net Income 2011: -$3,6092011Revenue 2012: $158,507Expenses 2012: $113,736Net Income 2012: $44,7712012Revenue 2013: $187,603Expenses 2013: $140,708Net Income 2013: $46,8952013Revenue 2014: $190,412Expenses 2014: $140,647Net Income 2014: $49,7652014Revenue 2015: $203,817Expenses 2015: $180,848Net Income 2015: $22,9692015Revenue 2016: $190,747Expenses 2016: $196,042Net Income 2016: -$5,2952016Revenue 2017: $228,138Expenses 2017: $203,169Net Income 2017: $24,9692017Revenue 2018: $199,692Expenses 2018: $195,043Net Income 2018: $4,6492018Revenue 2019: $202,128Expenses 2019: $188,342Net Income 2019: $13,7862019Revenue 2020: $222,138Expenses 2020: $147,655Net Income 2020: $74,4832020Revenue 2021: $195,465Expenses 2021: $171,882Net Income 2021: $23,5832021Revenue 2022: $202,413Expenses 2022: $187,165Net Income 2022: $15,2482022Revenue 2023: $189,632Expenses 2023: $200,599Net Income 2023: -$10,9672023Revenue 2024: $256,189Expenses 2024: $265,123Net Income 2024: -$8,9342024

Highlighted filing

2018

Revenue$199,692
Expenses$195,043
Net Income$4,649
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$199,692
Mission and Program Overview

Mission

Local Teachers Union

Program Services

DescriptionGrantsExpenses
Assist local teachers' union in representation/negotiations. Support the teachers union with training, conferences, publications, and scholarships.$191,141-
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel SimsPresidentFT$10,090-$10,090
Lorena ReynosoTreasurerPT$6,270-$6,270
Diane DeWindtState Council 1-$2,240-$2,240
Olivia HanniganSecretary-$1,710-$1,710
Andrea SimaSecretary-$1,500-$1,500
Sherry McPhillips1st Vice Pres.-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Escondido Elementary Educators Assn
EIN
95-2668013
Phone
7607461438
Address
218 E Grand Avenue, Escondido, CA 92025

Signing Officer

Name
Lorena Reynoso
Title
Treasurer
Signed
2019-01-07
Discuss with paid preparer
Yes

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA CGMA
Phone
7607412659
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $8244”

Other Expenses.1007

“Conferences, Conventions, and Meetings $10171”

Other Expenses.1

“Officer release time $58197”

Other Expenses.2

“Membership & public relations $16388”

Other Expenses.3

“Banquet $10582”

Other Expenses.4

“Incentives $5113”

Other Expenses.5

“Mileage reimbursement $1837”

Other Expenses.6

“Supplies $1788”

Other Expenses.8

“Grants and scholarships $1000”

Other Expenses.9

“CTA Escrow $582”

Other Expenses.10

“Bargaining $254”

Other Assets.1

“Wells Fargo Mutual Funds - Beginning $52057 Wells Fargo Mutual Funds - Ending $52342”

Total Liabilities.1

“Credit Cards - Beginning $0 Credit Cards - Ending $4950”

Raw XML Appendix142 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/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum07607461438
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 E Grand Avenue Ste 208
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0247380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0253836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0197380
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt04649
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031850
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02312
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0299437
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0301228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0299437
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0301228
IRS990EZ/OccupancyRentUtltsAndMaintAmt07271
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt010090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachel Sims
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lorena Reynoso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Diane DeWindt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Sima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sherry McPhillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Olivia Hannigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2State Council 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41st Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt052057
IRS990EZ/OtherAssetsTotalDetail/EOYAmt052342
IRS990EZ/OtherChangesInNetAssetsAmt0-2858
IRS990EZ/OtherExpensesTotalAmt0114156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Local Teachers Union
IRS990EZ/PrintingPublicationsPostageAmt01776
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assist local teachers' union in representation/negotiations. Support the teachers union with training, conferences, publications, and scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0191141
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039990
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04950
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0195043
IRS990EZ/TotalProgramServiceExpensesAmt0191141
IRS990EZ/TotalRevenueAmt0199692
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.eeeassoc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $8244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $10171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officer release time $58197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership & public relations $16388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Banquet $10582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Incentives $5113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Mileage reimbursement $1837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $1788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Grants and scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CTA Escrow $582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bargaining $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Wells Fargo Mutual Funds - Beginning $52057 Wells Fargo Mutual Funds - Ending $52342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit Cards - Beginning $0 Credit Cards - Ending $4950
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorena Reynoso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Escondido Elementary Educators Assn
ReturnHeader/Filer/BusinessNameControlTxt0ESCO
ReturnHeader/Filer/EIN0952668013
ReturnHeader/Filer/PhoneNum07607461438
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 E Grand Avenue
ReturnHeader/Filer/USAddress/CityNm0Escondido
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952770263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VanderSpek Howerzyl CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 West Fifth Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920254865
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA CGMA
ReturnHeader/ReturnTs02019-02-04T09:43:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,178
Liabilities
$4,950
Net assets
$301,228
Revenue
$199,692
Expenses
$195,043
Net income
$4,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$2.56$2.65$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.16$4.10$1.90$2.01$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.07$4.21$2.02$1.87$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.02$4.16$1.95$1.72$0.24
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$2.22$1.48$0.74
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.02$3.17$2.02$1.88$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.05$3.01$2.00$1.95$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$2.28$2.03$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.75$2.75$1.91$1.96$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.04$1.81$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.57$2.57$1.90$1.41$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$2.07$1.88$1.41$0.47
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.59$1.14$0.45
2011Summary only. Only limited summary data is available for this year.$1.16$0.01$1.42$1.46$0.04