Civic Intelligence

Santa Ana Educators' Association

EIN 95-3157006 • 501(c)5 • Santa Ana, CA

Profile

To promote the welfare and interests of santa ana unified school district's employees and members.

2107 N Broadway Suite 305Santa Ana, CA 92706

www.santaanaeducators.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.14x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.51x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

39th percentile

3.1%

Higher net margin than 39% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

0.6%

Faster asset growth than 31% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

29th percentile

0.6%

Faster revenue growth than 29% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$2,601,241

Up $150,652 (+6.1%) from 2024

Liabilities

Up

$377,030

Up $127,538 (+51%) from 2024

Net Assets

Up

$2,224,211

Up $23,114 (+1.1%) from 2024

Revenue

Up

$741,149

Up $46,304 (+6.7%) from 2024

Expenses

Up

$718,037

Up $77,890 (+12%) from 2024

Net Income

Down

$23,112

Down $31,586 (-58%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $1,511,050Liabilities 2012: $541,759Net Assets 2012: $969,2912012Assets 2014: $1,583,584Liabilities 2014: $453,180Net Assets 2014: $1,130,4042014Assets 2015: $1,570,429Liabilities 2015: $384,488Net Assets 2015: $1,185,9412015Assets 2016: $1,639,742Liabilities 2016: $468,288Net Assets 2016: $1,171,4542016Assets 2017: $1,674,147Liabilities 2017: $388,434Net Assets 2017: $1,285,7132017Assets 2018: $1,706,235Liabilities 2018: $287,085Net Assets 2018: $1,419,1502018Assets 2019: $1,951,339Liabilities 2019: $154,488Net Assets 2019: $1,796,8512019Assets 2020: $2,071,525Liabilities 2020: $136,577Net Assets 2020: $1,934,9482020Assets 2021: $2,048,454Liabilities 2021: $16,697Net Assets 2021: $2,031,7572021Assets 2022: $2,249,273Liabilities 2022: $130,120Net Assets 2022: $2,119,1532022Assets 2023: $2,570,981Liabilities 2023: $424,582Net Assets 2023: $2,146,3992023Assets 2024: $2,450,589Liabilities 2024: $249,492Net Assets 2024: $2,201,0972024Assets 2025: $2,601,241Liabilities 2025: $377,030Net Assets 2025: $2,224,2112025

Highlighted filing

2025

Assets$2,601,241
Liabilities$377,030
Net Assets$2,224,211

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2012: $647,505Expenses 2012: $620,556Net Income 2012: $26,9492012Revenue 2014: $625,098Expenses 2014: $546,497Net Income 2014: $78,6012014Revenue 2015: $626,831Expenses 2015: $571,294Net Income 2015: $55,5372015Revenue 2016: $704,560Expenses 2016: $720,215Net Income 2016: -$15,6552016Revenue 2017: $637,357Expenses 2017: $523,098Net Income 2017: $114,2592017Revenue 2018: $620,085Expenses 2018: $486,648Net Income 2018: $133,4372018Revenue 2019: $610,921Expenses 2019: $233,220Net Income 2019: $377,7012019Revenue 2020: $618,449Expenses 2020: $480,352Net Income 2020: $138,0972020Revenue 2021: $629,810Expenses 2021: $533,001Net Income 2021: $96,8092021Revenue 2022: $625,518Expenses 2022: $538,122Net Income 2022: $87,3962022Revenue 2023: $731,979Expenses 2023: $697,733Net Income 2023: $34,2462023Revenue 2024: $694,845Expenses 2024: $640,147Net Income 2024: $54,6982024Revenue 2025: $741,149Expenses 2025: $718,037Net Income 2025: $23,1122025

Highlighted filing

2025

Revenue$741,149
Expenses$718,037
Net Income$23,112

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 14, 2026
Return Version
2024v5.0
Gross Receipts
$741,149
Mission and Program Overview

Mission

To promote the welfare and interests of santa ana unified school district's employees and members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,878,354$2,061,968▲ $183,614
Land, Buildings, and Equipment, Net$490,099$459,398▼ $30,701
Accounts Receivable$34,887$49,465▲ $14,578
Prepaid Expenses and Deferred Charges$3,864--
Total Assets$2,450,589$2,601,241▲ $150,652
Other Assets Total$43,385$30,410▼ $12,975
Liabilities
Accounts Payable and Accrued Expenses$204,734$353,761▲ $149,027
Other Liabilities$43,385$22,405▼ $20,980
Grants Payable$1,373$864▼ $509
Total Liabilities$249,492$377,030▲ $127,538
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,201,097$2,224,211▲ $23,114
Total Net Assets Fund Balance$2,201,097$2,224,211▲ $23,114
Total Liabilities and Net Assets / Fund Balance$2,450,589$2,601,241▲ $150,652

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$196,200$237,714$433,914
Land$206,067-$206,067
Leasehold Improvements$56,765$125,243$182,008
Equipment$366$96,300$96,666
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sonta Garner-marceloPresident
Aida EspinozaAt-large Director
Mindy BarronDh Segment D
Brigette GartnerElem Segment
Damaris SandovalElem Segment
Jessica ChapmanElem Segment
Noemi AlvaradoElem Segment
Teresa LeeElem Segment
Mike RodriguezHs Segment D
Walter NixonHs Segment D
Jose TapiaInt Segment
Laurie TristanInt Segment
Lindsay ReillySecretary
Carlos MaciasTreasurer
John McguinnessVice Preside
Stephanie StotelmeyerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$735,728
Investment Income
$4,173
Other Revenue
$1,248
Change in Net Assets
$23,112

Audited Revenue Reconciliation

Revenue per Audited Statements
$741,149
Total Revenue per Audited Statements
$741,149
Total Revenue per Form 990
$741,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$548,684
Salaries, Compensation, and Employee Benefits$169,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$100,675--$100,675
Occupancy$100,265--$100,265
Other Salaries and Wages$77,447--$77,447
Pension Plan Contributions$41,840--$41,840
All Other Expenses$37,196--$37,196
Other Employee Benefits$37,184--$37,184
Depreciation Depletion$30,701--$30,701
Other Expenses$23,100--$23,100
Fees for Services Accounting$15,269--$15,269
Payroll Taxes$12,882--$12,882
Information Technology$10,682--$10,682
Office Expenses$10,206--$10,206
Insurance$6,678--$6,678
Interest$6,109--$6,109
Total Functional Expenses$718,037$0$0$718,037

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$718,037
Total Expenses per Audited Statements$718,037
Total Expenses per Form 990$718,037
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$22,405
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

Available for review upon written request.

Form 990, Page 6, Part VI, Line 12C

Policy is reviewed during the first board meeting of the year on an annual basis

Form 990, Page 6, Part VI, Line 15A

Reviewed during the executive board and rep council monthly meetings

Form 990, Page 6, Part VI, Line 15B

Reviewed during the executive board and rep council monthly meetings

Form 990, Page 6, Part VI, Line 19

On the websites of the chapter, nea and cta

Filing and Contact Details

Filer

Filer Name
SANTA ANA EDUCATORS' ASSOCIATION
EIN
95-3157006
Phone
7145426758
Address
2107 N BROADWAY SUITE 305, SANTA ANA, CA 92706

Signing Officer

Name
Sonta Garner-marcelo
Title
President
Phone
7145426758
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonta Garner-marcelo
Formed
1978
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
0
Employees
1

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
8444771234
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Representations of teachers/members

Form 990, Part XI, Line 9

ROUNDING DIFFERENCES 2

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IRS990/OfficeExpensesGrp/ProgramServicesAmt010206
IRS990/OfficeExpensesGrp/TotalAmt010206
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043385
IRS990/OtherAssetsTotalGrp/EOYAmt030410
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037184
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037184
IRS990/OtherExpensesGrp/Desc0PRESIDENT RELEASE
IRS990/OtherExpensesGrp/Desc1RIF/DISPLACEMENTS
IRS990/OtherExpensesGrp/Desc2OFFICERS AND OTHER RELEAS
IRS990/OtherExpensesGrp/Desc3ORGANIZING
IRS990/OtherExpensesGrp/ProgramServicesAmt0110000
IRS990/OtherExpensesGrp/ProgramServicesAmt173803
IRS990/OtherExpensesGrp/ProgramServicesAmt224000
IRS990/OtherExpensesGrp/ProgramServicesAmt323100
IRS990/OtherExpensesGrp/TotalAmt0110000
IRS990/OtherExpensesGrp/TotalAmt173803
IRS990/OtherExpensesGrp/TotalAmt224000
IRS990/OtherExpensesGrp/TotalAmt323100
IRS990/OtherLiabilitiesGrp/BOYAmt043385
IRS990/OtherLiabilitiesGrp/EOYAmt022405
IRS990/OtherRevenueMiscGrp/Desc0DSL REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0805
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1443
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1443
IRS990/OtherRevenueTotalAmt01248
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt077447
IRS990/OtherSalariesAndWagesGrp/TotalAmt077447
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012882
IRS990/PayrollTaxesGrp/TotalAmt012882
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041840
IRS990/PensionPlanContributionsGrp/TotalAmt041840
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03864
IRS990/PrincipalOfficerNm0SONTA GARNER-MARCELO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1UNISERV REIMBURSE AGENCY FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0577363
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1158365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0577363
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1158365
IRS990/ProgSrvcAccomActyOtherGrp/Desc0REPRESENTATIONS OF TEACHERS/MEMBERS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04158
IRS990/PYInvestmentIncomeAmt04065
IRS990/PYOtherExpensesAmt0474275
IRS990/PYOtherRevenueAmt07763
IRS990/PYProgramServiceRevenueAmt0683017
IRS990/PYRevenuesLessExpensesAmt054698
IRS990/PYSalariesCompEmpBnftPaidAmt0161714
IRS990/PYTotalExpensesAmt0640147
IRS990/PYTotalRevenueAmt0694845
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023112
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0741149
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0196200
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0237714
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0433914
IRS990ScheduleD/EquipmentGrp/BookValueAmt0366
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096300
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt096666
IRS990ScheduleD/ExpensesSubtotalAmt0718037
IRS990ScheduleD/LandGrp/BookValueAmt0206067
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0206067
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt056765
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0125243
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0182008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt0741149
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0459398
IRS990ScheduleD/TotalExpensesPerForm990Amt0718037
IRS990ScheduleD/TotalLiabilityAmt022405
IRS990ScheduleD/TotalRevenuePerForm990Amt0741149
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0741149
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0718037
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REPRESENTATIONS OF TEACHERS/MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE FOR REVIEW UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED DURING THE FIRST BOARD MEETING OF THE YEAR ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED DURING THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED DURING THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ON THE WEBSITES OF THE CHAPTER, NEA AND CTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING DIFFERENCES 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02450589
IRS990/TotalAssetsEOYAmt02601241
IRS990/TotalAssetsGrp/BOYAmt02450589
IRS990/TotalAssetsGrp/EOYAmt02601241
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0718037
IRS990/TotalFunctionalExpensesGrp/TotalAmt0718037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0249492
IRS990/TotalLiabilitiesEOYAmt0377030
IRS990/TotalLiabilitiesGrp/BOYAmt0249492
IRS990/TotalLiabilitiesGrp/EOYAmt0377030
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02201097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02224211
IRS990/TotalProgramServiceExpensesAmt0718037
IRS990/TotalProgramServiceRevenueAmt0735728
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0741149
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0741149
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02450589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02601241
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02107 N BROADWAY SUITE 305
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092706
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SANTAANAEDUCATORS.COM

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