Civic Intelligence

Citrus Belt Uniserv

990 • Fiscal year 2018 • EIN 95-3059125

Sep 01, 2017 to Aug 31, 2018 • Filed on Apr 01, 2019

Organization Profilecitrusbeltuniserv.org

View Organization Page

225 W Hospitality Lane No 300GSan Bernardino, CA 92408

(909) 890-9116

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.04x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$136,840

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

6.4%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$602,920

Up $83,281 (+16%) from 2017

Net Assets

Up

$569,742

Up $58,595 (+11%) from 2017

Liabilities

Up

$33,178

Up $24,686 (+291%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin58th percentile

Revenue

Up

$838,470

Up $50,574 (+6.4%) from 2017

Expenses

Up

$779,875

Up $16,401 (+2.1%) from 2017

Net Income

Up

$58,595

Up $34,173 (+140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $203,968Liabilities 2012: $27,705Net Assets 2012: $176,2632012Assets 2014: $243,308Liabilities 2014: $14,332Net Assets 2014: $228,9762014Assets 2015: $299,489Liabilities 2015: $17,450Net Assets 2015: $282,0392015Assets 2016: $491,482Liabilities 2016: $4,757Net Assets 2016: $486,7252016Assets 2017: $519,639Liabilities 2017: $8,492Net Assets 2017: $511,1472017Assets 2018: $602,920Liabilities 2018: $33,178Net Assets 2018: $569,7422018Assets 2019: $757,506Liabilities 2019: $3,276Net Assets 2019: $754,2302019Assets 2020: $931,957Liabilities 2020: $5,427Net Assets 2020: $926,5302020Assets 2021: $1,018,401Liabilities 2021: $5,427Net Assets 2021: $1,012,9742021Assets 2022: $1,148,919Liabilities 2022: $5,427Net Assets 2022: $1,143,4922022Assets 2023: $1,101,085Liabilities 2023: $5,427Net Assets 2023: $1,095,6582023Assets 2024: $1,075,199Liabilities 2024: $5,427Net Assets 2024: $1,069,7722024Assets 2025: $950,313Liabilities 2025: $36,039Net Assets 2025: $914,2742025

Highlighted filing

2018

Assets$602,920
Liabilities$33,178
Net Assets$569,742
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $683,498Expenses 2012: $659,950Net Income 2012: $23,5482012Revenue 2014: $675,312Expenses 2014: $586,184Net Income 2014: $89,1282014Revenue 2015: $709,074Expenses 2015: $656,012Net Income 2015: $53,0622015Revenue 2016: $751,557Expenses 2016: $564,320Net Income 2016: $187,2372016Revenue 2017: $787,896Expenses 2017: $763,474Net Income 2017: $24,4222017Revenue 2018: $838,470Expenses 2018: $779,875Net Income 2018: $58,5952018Revenue 2019: $839,760Expenses 2019: $655,272Net Income 2019: $184,4882019Revenue 2020: $865,190Expenses 2020: $692,890Net Income 2020: $172,3002020Revenue 2021: $927,430Expenses 2021: $840,986Net Income 2021: $86,4442021Revenue 2022: $949,943Expenses 2022: $819,425Net Income 2022: $130,5182022Revenue 2023: $974,089Expenses 2023: $1,021,923Net Income 2023: -$47,8342023Revenue 2024: $1,019,342Expenses 2024: $1,045,228Net Income 2024: -$25,8862024Revenue 2025: $1,082,151Expenses 2025: $1,211,307Net Income 2025: -$129,1562025

Highlighted filing

2018

Revenue$838,470
Expenses$779,875
Net Income$58,595
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Apr 1, 2019
Return Version
2017v2.3
Gross Receipts
$838,470
Mission and Program Overview

Mission

The Uniserv represents its members in contract negotiations, grievance proceedings, and serves to educate its members and the public on issues relating to education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$578,036-
Accounts Receivable-$24,870-
Cash and Non-Interest-Bearing Accounts$519,639$14▼ $519,625
Total Assets$519,639$602,920▲ $83,281
Liabilities
Accounts Payable and Accrued Expenses$8,492$33,178▲ $24,686
Total Liabilities$8,492$33,178▲ $24,686
Net Assets / Fund Balance
Unrestricted Net Assets$511,147$569,742▲ $58,595
Total Net Assets Fund Balance$511,147$569,742▲ $58,595
Total Liabilities and Net Assets / Fund Balance$519,639$602,920▲ $83,281
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John VigrassExecutive DirectorFT$136,840$136,840
Jolene TrippExecutive DirectorFT$136,840$136,840

Board Members and Trustees

NameTitle
Dan KivettPresident
Rebecca BarbeeVice President
Carolyn SnowDirector
Christine Matlock-DoughertyDirector
John HavardDirector
Karen OrtizDirector
Leslie ChambersDirector
Mary SandovalDirector
Paul Swan Van LentDirector
Robert AlvarezDirector
Shelley GasteloDirector
Teresa SteinbronerDirector
Lisa LindbergSecretary
Wendy EcclesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$812,431
Investment Income
$1,169
Other Revenue
$24,870
Change in Net Assets
$58,595

Audited Revenue Reconciliation

Revenue per Audited Statements
$838,470
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$838,470
Total Revenue per Form 990
$838,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$619,866
Other Expenses$160,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$273,680
Pension Plan Contributions---$169,655
Other Employee Benefits---$102,726
Conferences and Meetings---$64,733
Other Salaries and Wages---$43,050
Payroll Taxes---$30,755
Occupancy---$18,760
Office Expenses---$6,472
Fees for Services Accounting---$5,750
Information Technology---$2,348
Other Expenses---$2,077
Fees for Services Other---$1,694
Insurance---$512
Total Functional Expenses$0$0$0$779,875

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$779,875
Total Expenses per Audited Statements$779,875
Total Expenses per Form 990$779,875
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Membership of the organization consists of employee associations of Jurupa Unified School District, Redlands Unified School District, Rialto Unified School District, and the Yucaipa-Calimesa Unified School District.”

Form 990, Part VI, Section A, line 7A

“Officers of the Uniserv are voted in by members of the associated organizations.”

Form 990, Part VI, Section B, line 11B

“Members of the board can review, revise & question the tax return prior to submission to the IRS.”

Form 990, Part VI, Section B, line 12C

“The Uniserv follows CTA's conflict of interest policy and the monitoring of this policy.”

Form 990, Part VI, Section B, line 15

“Statistical data in the surrounding area is gathered for similar job duties and compensation is then discussed and approved by the board.”

Form 990, Part VI, Section C, line 18

“The Form 990 is also displayed on Guidestar.com to comply with public inspection policies.”

Form 990, Part VI, Section C, line 19

“Upon written request, the Uniserv will make available the Form 990, governing documents and/or policy and procedures.”

Filing and Contact Details

Filer

Filer Name
Citrus Belt Uniserv
EIN
95-3059125
Phone
9098909116
Address
225 W Hospitality Lane No 300G, San Bernardino, CA 92408

Signing Officer

Name
Wendy Eccles
Title
Treasurer
Phone
9098909116
Signed
2019-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Kivett
Formed
1972
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990; Part XII; Question 2C

“There have been no changes in the oversight of the audit or the selection process for the independent accountant from prior years.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by the Uniserv, management believes that all the positions taken by the Uniserv in its federal and state income tax returns are more likely than not to be sustained upon examination.”

Raw XML AppendixShowing 400 of 409 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08492
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt033178
IRS990/AccountsReceivableGrp/EOYAmt024870
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Uniserv represents its members in contract negotiations, grievance proceedings, and serves to educate its members and the public on issues relating to education.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0Wendy Eccles
IRS990/BooksInCareOfDetail/PhoneNum09098909116
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 W Hospitality Ln 300-G
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Bernardino
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092408
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0519639
IRS990/CashNonInterestBearingGrp/EOYAmt014
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0273680
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt064733
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01169
IRS990/CYOtherExpensesAmt0160009
IRS990/CYOtherRevenueAmt024870
IRS990/CYProgramServiceRevenueAmt0812431
IRS990/CYRevenuesLessExpensesAmt058595
IRS990/CYSalariesCompEmpBnftPaidAmt0619866
IRS990/CYTotalExpensesAmt0779875
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0838470
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Uniserv represents its members in contract negotiations, grievance proceedings, and serves to educate its members and the public on issues relating to education.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0678491
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05750
IRS990/FeesForServicesOtherGrp/TotalAmt01694
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Dan Kivett
IRS990/Form990PartVIISectionAGrp/PersonNm1Rebecca Barbee
IRS990/Form990PartVIISectionAGrp/PersonNm2Lisa Lindberg
IRS990/Form990PartVIISectionAGrp/PersonNm3Wendy Eccles
IRS990/Form990PartVIISectionAGrp/PersonNm4Carolyn Snow
IRS990/Form990PartVIISectionAGrp/PersonNm5Christine Matlock-Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm6John Havard
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Ortiz
IRS990/Form990PartVIISectionAGrp/PersonNm8Leslie Chambers
IRS990/Form990PartVIISectionAGrp/PersonNm9Mary Sandoval
IRS990/Form990PartVIISectionAGrp/PersonNm10Paul Swan Van Lent
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Alvarez
IRS990/Form990PartVIISectionAGrp/PersonNm12Shelley Gastelo
IRS990/Form990PartVIISectionAGrp/PersonNm13Teresa Steinbroner
IRS990/Form990PartVIISectionAGrp/PersonNm14John Vigrass
IRS990/Form990PartVIISectionAGrp/PersonNm15Jolene Tripp
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14136840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15136840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0838470
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02348
IRS990/InsuranceGrp/TotalAmt0512
IRS990/InvestmentIncomeGrp/ExclusionAmt01169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01169
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Uniserv represents its members in contract negotiations, grievance proceedings, and serves to educate its members and the public on issues relating to education.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0511147
IRS990/NetAssetsOrFundBalancesEOYAmt0569742
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt018760
IRS990/OfficeExpensesGrp/TotalAmt06472
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0102726
IRS990/OtherExpensesGrp/Desc0Staff expenses
IRS990/OtherExpensesGrp/Desc1Officer expenses
IRS990/OtherExpensesGrp/Desc2Library expenses
IRS990/OtherExpensesGrp/TotalAmt041893
IRS990/OtherExpensesGrp/TotalAmt115770
IRS990/OtherExpensesGrp/TotalAmt22077
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024870
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024870
IRS990/OtherRevenueTotalAmt024870
IRS990/OtherSalariesAndWagesGrp/TotalAmt043050
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt030755
IRS990/PensionPlanContributionsGrp/TotalAmt0169655
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Dan Kivett
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0812431
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0812431
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt048000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt0645
IRS990/PYOtherExpensesAmt0114570
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0787251
IRS990/PYRevenuesLessExpensesAmt024422
IRS990/PYSalariesCompEmpBnftPaidAmt0599904
IRS990/PYTotalExpensesAmt0763474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0787896
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt058595
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0812431
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0578036
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0779875
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0838470
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by the Uniserv, management believes that all the positions taken by the Uniserv in its federal and state income tax returns are more likely than not to be sustained upon examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0779875
IRS990ScheduleD/TotalRevenuePerForm990Amt0838470
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0838470
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0779875
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership of the organization consists of employee associations of Jurupa Unified School District, Redlands Unified School District, Rialto Unified School District, and the Yucaipa-Calimesa Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers of the Uniserv are voted in by members of the associated organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the board can review, revise & question the tax return prior to submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Uniserv follows CTA's conflict of interest policy and the monitoring of this policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Statistical data in the surrounding area is gathered for similar job duties and compensation is then discussed and approved by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Form 990 is also displayed on Guidestar.com to comply with public inspection policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon written request, the Uniserv will make available the Form 990, governing documents and/or policy and procedures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7There have been no changes in the oversight of the audit or the selection process for the independent accountant from prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990; Part XII; Question 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0519639
IRS990/TotalAssetsEOYAmt0602920
IRS990/TotalAssetsGrp/BOYAmt0519639
IRS990/TotalAssetsGrp/EOYAmt0602920
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0779875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08492
IRS990/TotalLiabilitiesEOYAmt033178
IRS990/TotalLiabilitiesGrp/BOYAmt08492
IRS990/TotalLiabilitiesGrp/EOYAmt033178
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511147
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569742
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0678491
IRS990/TotalProgramServiceRevenueAmt0812431
IRS990/TotalReportableCompFromOrgAmt0273680
IRS990/TotalRevenueGrp/ExclusionAmt01169
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0837301
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0838470
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0519639
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0602920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0511147
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0569742
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 W Hospitality Lane No 300G
IRS990/USAddress/CityNm0San Bernardino
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092408
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0http://citrusbeltuniserv.org/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Eccles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09098909116
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Citrus Belt Uniserv
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0953059125
ReturnHeader/Filer/PhoneNum09098909116
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 W Hospitality Lane No 300G
ReturnHeader/Filer/USAddress/CityNm0San Bernardino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0135A5617758C4BC49E47BC198A78DAC4B9468EF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E4333286DC13B324A954D7427A3D7F5F5DF01D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02019-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:23:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$602,920
Liabilities
$33,178
Net assets
$569,742
Revenue
$838,470
Expenses
$779,875
Net income
$58,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.91$1.08$1.21$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.01$1.07$1.02$1.05$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.01$1.10$0.97$1.02$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.01$1.14$0.95$0.82$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.01$1.01$0.93$0.84$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.01$0.93$0.87$0.69$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.75$0.84$0.66$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$0.84$0.78$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.79$0.76$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.75$0.56$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.02$0.28$0.71$0.66$0.05
2014Summary only. Only limited summary data is available for this year.$0.24$0.01$0.23$0.68$0.59$0.09
2012Summary only. Only limited summary data is available for this year.$0.20$0.03$0.18$0.68$0.66$0.02