Civic Intelligence

Fallbrook Elementary Teachers Assoc

990EZ • Fiscal year 2019 • EIN 95-2756185

Sep 01, 2018 to Aug 31, 2019 • Filed on Oct 22, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

89th percentile

28%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

31%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,339

Up $20,290 (+37%) from 2018

Net Assets

Up

$75,339

Up $20,290 (+37%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$65,956

Up $15,553 (+31%) from 2018

Expenses

Down

$47,210

Down $14 (-0.0%) from 2018

Net Income

Up

$18,746

Up $15,567 (+490%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2019

Assets$75,339
Liabilities-
Net Assets$75,339
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$65,956
Expenses$47,210
Net Income$18,746
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$65,956
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 Pay48th 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
2019-10-22
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 expenses 685 technology purchases 298 meeting costs 1,433 teacher appreciation dinner 7,304 bargaining expenses 835 uniserv dues 13,134 governance of organizatio 19,933 organizing committee 38 pac fund payment 1,500 scholarship fund 1,500 taxes 25 total 46,685”

Form 990-ez, Part I, Line 20

“Book/tax difference 1,544”

Form 990-ez, Part III

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

Raw XML Appendix107 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/PersonNm0ALISON MADERA
IRS990EZ/BooksInCareOfDetail/PhoneNum07604157054
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0572 SHADY GLEN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075339
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065883
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018746
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055049
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075339
IRS990EZ/GrossReceiptsAmt065956
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt073
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075339
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/OtherChangesInNetAssetsAmt01544
IRS990EZ/OtherExpensesTotalAmt046685
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED ASSOCIATION OF TEACHERS EMPLOYED BY THE FALLBROOK UNIFIES SCHOOL DISTRICT
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/TotalExpensesAmt047210
IRS990EZ/TotalRevenueAmt065956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 685 TECHNOLOGY PURCHASES 298 MEETING COSTS 1,433 TEACHER APPRECIATION DINNER 7,304 BARGAINING EXPENSES 835 UNISERV DUES 13,134 GOVERNANCE OF ORGANIZATIO 19,933 ORGANIZING COMMITTEE 38 PAC FUND PAYMENT 1,500 SCHOLARSHIP FUND 1,500 TAXES 25 TOTAL 46,685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DIFFERENCE 1,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZED 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER EZELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604157054
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
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/IPDt02019-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:43:39
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/PreparationDt02019-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN C LEIBOLD
ReturnHeader/ReturnTs02019-10-25T16:43:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,339
Liabilities
-
Net assets
$75,339
Revenue
$65,956
Expenses
$47,210
Net income
$18,746
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