Civic Intelligence

Fallbrook Elementary Teachers Assoc

990EZ • Fiscal year 2023 • EIN 95-2756185

Sep 01, 2022 to Aug 31, 2023 • Filed on Apr 26, 2024

Organization ProfileN/A
572 Shady Glen DrFallbrook, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

39th percentile

-0.8%

Higher net margin than 39% 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

40th percentile

-0.7%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

86th percentile

27%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$115,602

Down $803 (-0.7%) from 2022

Net Assets

Down

$115,602

Down $803 (-0.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$97,229

Up $20,436 (+27%) from 2022

Expenses

Up

$98,032

Up $19,013 (+24%) from 2022

Net Income

Up

-$803

Up $1,423 (+64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$115,602
Liabilities-
Net Assets$115,602
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$97,229
Expenses$98,032
Net Income-$803
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Apr 26, 2024
Return Version
2022v5.0
Gross Receipts
$97,229
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 Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MARIUCCIPresident-$0--
RAYMOND LEONARDVice Preside-$0--
SHAYLA HOFFSecretary-$0--
ALISON MADERATreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Alison Madera
Title
Treasurer
Phone
7604157054
Signed
2024-04-26
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 - misc 458 office expenses 5,741 postage 26 telephone & internet 1,440 bargaining expenses 1,431 meeting costs 2,489 seminars/conferences 2,128 teacher appreciation dinner 19,725 governance of organizatio 36,000 miscellaneous 3,663 pac fund payment 1,550 scholarship fund 2,000 taxes 82 uniserv dues 20,022 total 96,755”

Form 990-ez, Part III

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

Raw XML Appendix101 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/AddressLine1Txt031994 BIAGIO WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt097191
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-803
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115602
IRS990EZ/GrossReceiptsAmt097229
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115602
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115602
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/PersonNm1RAYMOND LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAYLA HOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISON MADERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt096755
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED ASSOCIATION OF TEACHERS EMPLOYED BY THE FALLBROOK UNIFIES SCHOOL DISTRICT
IRS990EZ/PrintingPublicationsPostageAmt0697
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/TotalExpensesAmt098032
IRS990EZ/TotalRevenueAmt097229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE - MISC 458 OFFICE EXPENSES 5,741 POSTAGE 26 TELEPHONE & INTERNET 1,440 BARGAINING EXPENSES 1,431 MEETING COSTS 2,489 SEMINARS/CONFERENCES 2,128 TEACHER APPRECIATION DINNER 19,725 GOVERNANCE OF ORGANIZATIO 36,000 MISCELLANEOUS 3,663 PAC FUND PAYMENT 1,550 SCHOLARSHIP FUND 2,000 TAXES 82 UNISERV DUES 20,022 TOTAL 96,755
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON MADERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604157054
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FALLBROOK ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0FALL
ReturnHeader/Filer/EIN0952756185
ReturnHeader/Filer/USAddress/AddressLine1Txt0572 SHADY GLEN DR
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN C LEIBOLD
ReturnHeader/ReturnTs02024-04-26T13:45:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MADERA
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
$115,602
Liabilities
-
Net assets
$115,602
Revenue
$97,229
Expenses
$98,032
Net income
-$803
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