Civic Intelligence

Fallbrook Elementary Teachers Assoc

990EZ • Fiscal year 2018 • EIN 95-2756185

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
572 Shady Glen DriveFallbrook, CA 92028

(760) 415-7054

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

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

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

5th percentile

-31%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,049

Up $3,179 (+6.1%) from 2017

Net Assets

$55,049

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$50,403

Down $22,811 (-31%) from 2017

Expenses

Down

$47,224

Down $2,129 (-4.3%) from 2017

Net Income

Down

$3,179

Down $20,682 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2012: $42,149Liabilities 2012: $02012Assets 2017: $51,870Liabilities 2017: $02017Assets 2018: $55,049Net Assets 2018: $55,0492018Assets 2019: $75,339Net Assets 2019: $75,3392019Assets 2020: $96,801Net Assets 2020: $96,8012020Assets 2021: $118,630Net Assets 2021: $118,6302021Assets 2022: $116,405Net Assets 2022: $116,4052022Assets 2023: $115,602Net Assets 2023: $115,6022023Assets 2024: $137,777Liabilities 2024: $0Net Assets 2024: $137,7772024Assets 2025: $144,939Liabilities 2025: $0Net Assets 2025: $144,9392025

Highlighted filing

2018

Assets$55,049
Liabilities-
Net Assets$55,049
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $39,371Expenses 2012: $43,921Net Income 2012: -$4,5502012Revenue 2017: $73,214Expenses 2017: $49,353Net Income 2017: $23,8612017Revenue 2018: $50,403Expenses 2018: $47,224Net Income 2018: $3,1792018Revenue 2019: $65,956Expenses 2019: $47,210Net Income 2019: $18,7462019Revenue 2020: $65,762Expenses 2020: $44,300Net Income 2020: $21,4622020Revenue 2021: $82,994Expenses 2021: $61,165Net Income 2021: $21,8292021Revenue 2022: $76,793Expenses 2022: $79,019Net Income 2022: -$2,2262022Revenue 2023: $97,229Expenses 2023: $98,032Net Income 2023: -$8032023Revenue 2024: $102,068Expenses 2024: $79,893Net Income 2024: $22,1752024Revenue 2025: $68,393Expenses 2025: $61,231Net Income 2025: $7,1622025

Highlighted filing

2018

Revenue$50,403
Expenses$47,224
Net Income$3,179
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$50,403
Mission and Program Overview

Mission

Organized association of teachers employed by the fallbrook unifies school district

Program Services

DescriptionGrantsExpenses
ASSOCIATION REPRESENTS TEACHERS IN THEIR CONTRACT NEGOTIATIONS WITH THE FALLBROOK UNIFIED SCHOOL DISTRICT--
PROVIDE A SMALL STUDENT SCHOLARSHIP TO THEIR FRESHMAN YEAR IN COLLEGE--
APPRECIATION DINNER FOR MEMBERSHIP--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MARIUCCIPresident-$0--
SHAYLA HOFFSecretary-$0--
SARAH-ELLEN JAMESVice Preside-$0--
JENNIFER EZELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fallbrook Elementary Teachers Assoc
EIN
95-2756185
Address
572 SHADY GLEN DRIVE, FALLBROOK, CA 92028

Signing Officer

Name
Jennifer Ezell
Title
Treasurer
Phone
7604157054
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
San Diego Business Advisors
Address
3517 CAMINO DEL RIO S STE 200, SAN DIEGO, CA 92108
Preparer
Steven C Leibold
Phone
6192944286
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 273 miscellaneous 38 office computer assets 1,472 travel costs 134 seminars/conferences 169 meals/meeting costs 1,338 teacher appreciation dinner 6,055 bargaining expenses 727 uniserv dues 9,576 governance of organizatio 21,880 organizing committee 464 pac fund payment 1,500 scholarship fund 1,000 taxes 45 total 44,671”

Form 990-ez, Part III

“Organized association of teachers employed by the fallbrook unifies school district”

Raw XML Appendix106 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/PersonNm0JENNIFER EZELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07604157054
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01772 PROMENADE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092083
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051870
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055049
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050338
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03179
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051870
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055049
IRS990EZ/GrossReceiptsAmt050403
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt065
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051870
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055049
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051870
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055049
IRS990EZ/OccupancyRentUtltsAndMaintAmt01478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER MARIUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAYLA HOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH-ELLEN JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER EZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044671
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED ASSOCIATION OF TEACHERS EMPLOYED BY THE FALLBROOK UNIFIES SCHOOL DISTRICT
IRS990EZ/PrintingPublicationsPostageAmt0575
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSOCIATION REPRESENTS TEACHERS IN THEIR CONTRACT NEGOTIATIONS WITH THE FALLBROOK UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE A SMALL STUDENT SCHOLARSHIP TO THEIR FRESHMAN YEAR IN COLLEGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2APPRECIATION DINNER FOR MEMBERSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047224
IRS990EZ/TotalRevenueAmt050403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 273 MISCELLANEOUS 38 OFFICE COMPUTER ASSETS 1,472 TRAVEL COSTS 134 SEMINARS/CONFERENCES 169 MEALS/MEETING COSTS 1,338 TEACHER APPRECIATION DINNER 6,055 BARGAINING EXPENSES 727 UNISERV DUES 9,576 GOVERNANCE OF ORGANIZATIO 21,880 ORGANIZING COMMITTEE 464 PAC FUND PAYMENT 1,500 SCHOLARSHIP FUND 1,000 TAXES 45 TOTAL 44,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZED ASSOCIATION OF TEACHERS EMPLOYED BY THE FALLBROOK UNIFIES SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER EZELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604157054
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FALLBROOK ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0FALL
ReturnHeader/Filer/EIN0952756185
ReturnHeader/Filer/USAddress/AddressLine1Txt0572 SHADY GLEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022570230E2C061E0C69179C5B15B158F9726EDCC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022570230E2C061E0C69179C5B15B158F9726EDCC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.211.220.176
ReturnHeader/FilingSecurityInformation/IPDt02018-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:05:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208191359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAN DIEGO BUSINESS ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03517 CAMINO DEL RIO S STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192944286
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN C LEIBOLD
ReturnHeader/ReturnTs02018-11-16T14:05:56-08:00
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
$55,049
Liabilities
-
Net assets
$55,049
Revenue
$50,403
Expenses
$47,224
Net income
$3,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.68$0.61$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.02$0.80$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.97$0.98$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.77$0.79$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.83$0.61$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.66$0.44$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.66$0.47$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.50$0.47$0.03
2017Summary only. Only limited summary data is available for this year.$0.52$0.00$0.73$0.49$0.24
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.39$0.44$0.05