Civic Intelligence

Escondido Elementary Educators Assn

990EZ • Fiscal year 2021 • EIN 95-2668013

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 13, 2022

Organization Profilewww.eeeassoc.org
218 E Grand Avenue 208Escondido, CA 92025

(760) 746-1438

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

6.8%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$417,721

Up $26,414 (+6.8%) from 2020

Net Assets

Up

$415,984

Up $24,947 (+6.4%) from 2020

Liabilities

Up

$1,737

Up $1,467 (+543%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin55th percentile

Revenue

Down

$195,465

Down $26,673 (-12%) from 2020

Expenses

Up

$171,882

Up $24,227 (+16%) from 2020

Net Income

Down

$23,583

Down $50,900 (-68%) from 2020

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

2021

Assets$417,721
Liabilities$1,737
Net Assets$415,984
Open 2021 Filing

Operations Trend

Revenue Growth20th 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

2021

Revenue$195,465
Expenses$171,882
Net Income$23,583
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 13, 2022
Return Version
2020v4.0
Gross Receipts
$195,465
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.$172,846-
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gordon WalkerBargain Chair-$0--
Erin ClarkCTA Field Staff-$0--
Diane DeWindtState Council 1-$0--
Andrea SimaTeasurerPT$0--
Mike Brinkley2nd VP-$0--
Jolene HolmesTrustee-$0--
Romero MarateaPresidentFT$0--
Scott ChildressState Council 1-$0--
Kimberly BloodgoodState Council 1-$0--
Chris KaminskiDirector-$0--
Jennifer MoonSecretary-$0--
Brandi Krepps1st VP-$0--
Leigh HammondState Council 1-$0--
Filing and Contact Details

Filer

Filer Name
Escondido Elementary Educators Assn
EIN
95-2668013
Phone
7607461438
Address
218 E Grand Avenue 208, Escondido, CA 92025

Signing Officer

Name
Andrea Sima
Title
Treasurer
Signed
2022-07-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $7560”

Other Expenses.1003

“Information Technology $1176”

Other Expenses.1007

“Conferences, Conventions, and Meetings $5002”

Other Expenses.1

“Memberships & Public relations $5712”

Other Expenses.3

“Banquet $3383”

Other Expenses.4

“Grants $2913”

Other Expenses.6

“Filing fees $15”

Other Assets.1

“Wells Fargo Mutual Funds - Beginning $47111 Wells Fargo Mutual Funds - Ending $48475”

Total Liabilities.1

“Credit Cards - Beginning $270 Credit Cards - Ending $1737”

Raw XML Appendix171 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gordon Walker
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Scott Childress
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jennifer Moon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Leigh Hammond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Bargain Chair
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2State Council 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Teasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt01364
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $5002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Memberships & Public relations $5712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Banquet $3383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants $2913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Filing fees $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Wells Fargo Mutual Funds - Beginning $47111 Wells Fargo Mutual Funds - Ending $48475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Credit Cards - Beginning $270 Credit Cards - Ending $1737
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Sima
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
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ReturnHeader/Filer/EIN0952668013
ReturnHeader/Filer/PhoneNum07607461438
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 E Grand Avenue 208
ReturnHeader/Filer/USAddress/CityNm0Escondido
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952770263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VanderSpek Howerzyl CPAs
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA CGMA
ReturnHeader/ReturnTs02022-07-13T11:38:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sima
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,721
Liabilities
$1,737
Net assets
$415,984
Revenue
$195,465
Expenses
$171,882
Net income
$23,583
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