Civic Intelligence

Escondido Elementary Educators Assn

990EZ • Fiscal year 2023 • EIN 95-2668013

Sep 01, 2022 to Aug 31, 2023 • Filed on Sep 13, 2024

Organization Profilewww.eeeassoc.org
1029 North Broadway 208Escondido, CA 92026

(760) 746-1438

Siviq Scores

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

Liabilities / Assets

80th percentile

0.04x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.08x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-5.8%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-6.3%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$425,779

Down $1,772 (-0.4%) from 2022

Net Assets

Down

$409,918

Down $10,967 (-2.6%) from 2022

Liabilities

Up

$15,861

Up $9,195 (+138%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin29th percentile

Revenue

Down

$189,632

Down $12,781 (-6.3%) from 2022

Expenses

Up

$200,599

Up $13,434 (+7.2%) from 2022

Net Income

Down

-$10,967

Down $26,215 (-172%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$425,779
Liabilities$15,861
Net Assets$409,918
Open 2023 Filing

Operations Trend

Revenue Growth23rd 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

2023

Revenue$189,632
Expenses$200,599
Net Income-$10,967
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Sep 13, 2024
Return Version
2022v5.0
Gross Receipts
$189,632
Mission and Program Overview

Mission

Local Teachers Union

Program Services

DescriptionGrantsExpenses
Assist local teachersX union in representation/negotiations. Support the teachers union with training, conferences, publications, and scholarships.-$200,599
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gordon WalkerBargain Chair-$0--
Jeffrey JonesVp2-$0--
Gwen SmithSecretary-$0--
Andrea SimaTrusteePT$0--
Mike BrinkleyAt Lareg-$0--
Jolene HolmesAt Large-$0--
Josie HortonTreasurer-$0--
Ann ClarkTrustee-$0--
Jennifer MoonSecretary-$0--
Brandi KreppsPresident-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Escondido Elementary Educators Assn
EIN
95-2668013
Phone
7607461438
Address
1029 North Broadway 208, Escondido, CA 92026

Signing Officer

Name
Brandi Krepps
Title
President
Signed
2024-09-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $27631”

Other Expenses.1007

“Conferences, Conventions, and Meetings $17620”

Other Expenses.1012

“Insurance $605”

Other Expenses.1

“Banquet $15900”

Other Expenses.2

“incentives- new members $6733”

Other Expenses.3

“Grants $5462”

Other Expenses.4

“Memberships & Public relations $946”

Other Expenses.5

“Office assistant $241”

Other Expenses.6

“Payroll Service $224”

Other Assets.1

“Wells Fargo Mutual Funds - Beginning $43229 Wells Fargo Mutual Funds - Ending $41693”

Total Liabilities.1

“Credit Cards - Beginning $6666 Credit Cards - Ending $15861”

Raw XML Appendix159 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/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092026
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gordon Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeffrey Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gwen Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Sima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mike Brinkley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jolene Holmes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Josie Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ann Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jennifer Moon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brandi Krepps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Bargain Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT Lareg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043229
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041693
IRS990EZ/OtherExpensesTotalAmt075362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Local Teachers Union
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assist local teachersX union in representation/negotiations. Support the teachers union with training, conferences, publications, and scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0200599
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt081667
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06666
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015861
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0200599
IRS990EZ/TotalRevenueAmt0189632
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.eeeassoc.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $27631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $17620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Banquet $15900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4incentives- new members $6733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants $5462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships & Public relations $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office assistant $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Service $224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Wells Fargo Mutual Funds - Beginning $43229 Wells Fargo Mutual Funds - Ending $41693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Cards - Beginning $6666 Credit Cards - Ending $15861
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandi Krepps
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Escondido Elementary Educators Assn
ReturnHeader/Filer/BusinessNameControlTxt0ESCO
ReturnHeader/Filer/EIN0952668013
ReturnHeader/Filer/PhoneNum07607461438
ReturnHeader/Filer/USAddress/AddressLine1Txt01029 North Broadway 208
ReturnHeader/Filer/USAddress/CityNm0Escondido
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092026
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPACGMA
ReturnHeader/ReturnTs02024-09-13T09:27:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$425,779
Liabilities
$15,861
Net assets
$409,918
Revenue
$189,632
Expenses
$200,599
Net income
-$10,967
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