Civic Intelligence

Santa Ana Educators' Association

990 • Fiscal year 2017 • EIN 95-3157006

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 02, 2018

Organization ProfileWWW.SATEACH.ORG
2107 N Broadway Suite 305Santa Ana, CA 92706

(714) 542-6758

Siviq Scores

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

Liabilities / Assets

85th percentile

0.23x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.61x

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

80th percentile

18%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

2.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-9.5%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,674,147

Up $34,405 (+2.1%) from 2016

Net Assets

Up

$1,285,713

Up $114,259 (+9.8%) from 2016

Liabilities

Down

$388,434

Down $79,854 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin80th percentile

Revenue

Down

$637,357

Down $67,203 (-9.5%) from 2016

Expenses

Down

$523,098

Down $197,117 (-27%) from 2016

Net Income

Up

$114,259

Up $129,914 (+830%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2017

Assets$1,674,147
Liabilities$388,434
Net Assets$1,285,713
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$637,357
Expenses$523,098
Net Income$114,259
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 2, 2018
Return Version
2016v3.1
Gross Receipts
$637,357
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$888,271$1,019,119▲ $130,848
Land, Buildings, and Equipment, Net$644,290$626,880▼ $17,410
Accounts Receivable$104,058$25,628▼ $78,430
Prepaid Expenses and Deferred Charges$3,123$2,520▼ $603
Total Assets$1,639,742$1,674,147▲ $34,405
Liabilities
Accounts Payable and Accrued Expenses$468,288$388,434▼ $79,854
Total Liabilities$468,288$388,434▼ $79,854
Net Assets / Fund Balance
Unrestricted Net Assets$1,171,454$1,285,713▲ $114,259
Total Net Assets Fund Balance$1,171,454$1,285,713▲ $114,259
Total Liabilities and Net Assets / Fund Balance$1,639,742$1,674,147▲ $34,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$321,548$112,366$433,914
Land$206,067-$206,067
Leasehold Improvements$77,633$64,518$142,151
Equipment$7,619$55,123$62,742
Other Land Buildings$14,013$30,968$44,981
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Barbara PearsonPresident
-Director
Alexis DvorkinDirector
Cristina VicenteDirector
Donna WhitmireDirector
John McguinnessDirector
Mercedes PappasDirector
Norma OrtizDirector
Sonta Garner-marceloDirector
Peter Boyd1st Vice Pre
Billy Castanha2nd Vice Pre
Valerie GloverSecretary
Stephanie StotelmeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$634,137
Investment Income
$1,917
Other Revenue
$1,303
Change in Net Assets
$114,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,357
Total Revenue per Audited Statements
$637,357
Total Revenue per Form 990
$637,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,019
Salaries, Compensation, and Employee Benefits$159,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$103,382--$103,382
Other Salaries and Wages$69,890--$69,890
Pension Plan Contributions$44,030--$44,030
Other Employee Benefits$38,293--$38,293
Occupancy$33,665--$33,665
Depreciation Depletion$25,351--$25,351
Other Expenses$16,121--$16,121
Office Expenses$11,240--$11,240
Fees for Services Accounting$8,995--$8,995
Conferences and Meetings$8,647--$8,647
Payroll Taxes$6,866--$6,866
Total Functional Expenses$523,098$0$0$523,098

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$523,098
Total Expenses per Audited Statements$523,098
Total Expenses per Form 990$523,098
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Barbara Pearson
Title
President
Phone
7145426758
Signed
2018-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Pearson
Formed
1978
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Other representation 16,082 0 0 telephone 12,377 0 0 board & rep council meet 12,347 0 0 property tax 10,409 0 0 recognition&sunshine 9,558 0 0 release time - officers 9,376 0 0 other release time 7,260 0 0 organizing 5,273 0 0 utilities 5,124 0 0 community outreach 3,750 0 0 day of teacher 3,000 0 0 read across america 2,555 0 0 repair and maintenance 2,185 0 0 eletions 1,436 0 0 negotiation 1,105 0 0 scholarship 1,000 0 0 president expenses 545 0 0 total 103,382 0 0”

Raw XML Appendix391 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0468288
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0388434
IRS990/AccountsReceivableGrp/BOYAmt0104058
IRS990/AccountsReceivableGrp/EOYAmt025628
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND INTERESTS OF SANTA ANA UNIFIED SCHOOL DISTRICT'S EMPLOYEES AND MEMBERS.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0103382
IRS990/AllOtherExpensesGrp/TotalAmt0103382
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0BARBARA PEARSON
IRS990/BooksInCareOfDetail/PhoneNum07145426758
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02107 N BROADWAY SUITE 305
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092706
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0888271
IRS990/CashNonInterestBearingGrp/EOYAmt01019119
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08647
IRS990/ConferencesMeetingsGrp/TotalAmt08647
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01917
IRS990/CYOtherExpensesAmt0364019
IRS990/CYOtherRevenueAmt01303
IRS990/CYProgramServiceRevenueAmt0634137
IRS990/CYRevenuesLessExpensesAmt0114259
IRS990/CYSalariesCompEmpBnftPaidAmt0159079
IRS990/CYTotalExpensesAmt0523098
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0637357
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt025351
IRS990/DepreciationDepletionGrp/TotalAmt025351
IRS990/Desc0REPRESENTATIONS OF TEACHERS/MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0523098
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08995
IRS990/FeesForServicesAccountingGrp/TotalAmt08995
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BILLY WEST
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
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/PersonNm0BARBARA PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm2BILLY CASTANHA
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHANIE STOTELMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4VALERIE GLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MCGUINNESS
IRS990/Form990PartVIISectionAGrp/PersonNm6CRISTINA VICENTE
IRS990/Form990PartVIISectionAGrp/PersonNm7MERCEDES PAPPAS
IRS990/Form990PartVIISectionAGrp/PersonNm8ALEXIS DVORKIN
IRS990/Form990PartVIISectionAGrp/PersonNm9DONNA WHITMIRE
IRS990/Form990PartVIISectionAGrp/PersonNm10SONTA GARNER-MARCELO
IRS990/Form990PartVIISectionAGrp/PersonNm11NORMA ORTIZ
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0637357
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01917
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01917
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0262975
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0644290
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0626880
IRS990/LandBldgEquipCostOrOtherBssAmt0889855
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE THE WELFARE AND INTERESTS OF SANTA ANA UNIFIED SCHOOL DISTRICT'S EMPLOYEES AND MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01171454
IRS990/NetAssetsOrFundBalancesEOYAmt01285713
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt033665
IRS990/OccupancyGrp/TotalAmt033665
IRS990/OfficeExpensesGrp/ProgramServicesAmt011240
IRS990/OfficeExpensesGrp/TotalAmt011240
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038293
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038293
IRS990/OtherExpensesGrp/Desc0PRESIDENT RELEASE
IRS990/OtherExpensesGrp/Desc1POLITICAL DONATION
IRS990/OtherExpensesGrp/Desc2NEA REP ASSEMBLY
IRS990/OtherExpensesGrp/Desc3RIF/DISPLACEMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt096681
IRS990/OtherExpensesGrp/ProgramServicesAmt130000
IRS990/OtherExpensesGrp/ProgramServicesAmt229937
IRS990/OtherExpensesGrp/ProgramServicesAmt316121
IRS990/OtherExpensesGrp/TotalAmt096681
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt229937
IRS990/OtherExpensesGrp/TotalAmt316121
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01303
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01303
IRS990/OtherRevenueTotalAmt01303
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt069890
IRS990/OtherSalariesAndWagesGrp/TotalAmt069890
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06866
IRS990/PayrollTaxesGrp/TotalAmt06866
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt044030
IRS990/PensionPlanContributionsGrp/TotalAmt044030
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03123
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02520
IRS990/PrincipalOfficerNm0BARBARA PEARSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CTA UNISERV OVERAGE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0523909
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1110228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0523909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1110228
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02500
IRS990/PYInvestmentIncomeAmt059393
IRS990/PYOtherExpensesAmt0483579
IRS990/PYOtherRevenueAmt04512
IRS990/PYProgramServiceRevenueAmt0638155
IRS990/PYRevenuesLessExpensesAmt0-15655
IRS990/PYSalariesCompEmpBnftPaidAmt0236636
IRS990/PYTotalExpensesAmt0720215
IRS990/PYTotalRevenueAmt0704560
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0114259
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0A PORTION OF MEMBERSHIP DUES WERE ALLOCATED AS POLITICAL CONTRIBUTIONS AND THE FUNDS WERE TRANSFERRED TO A SEPERATE ORGANIZATION, A POLITICAL ACTION COMMITTEE (PAC)TO SUPPORT CANDIDATES RUNNING FOR SCHOOL BOARD OFFICES. SANTA ANA EDUCATORS' ASSOCIATION ITSELF DID NOT DIRECTLY ENGAGE IN POLITICAL ACTIVITIES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleD/BuildingsGrp/BookValueAmt0321548
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0112366
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0433914
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07619
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055123
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062742
IRS990ScheduleD/ExpensesSubtotalAmt0523098
IRS990ScheduleD/LandGrp/BookValueAmt0206067
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0206067
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt077633
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt064518
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0142151
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014013
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030968
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044981
IRS990ScheduleD/RevenueSubtotalAmt0637357
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0626880
IRS990ScheduleD/TotalExpensesPerForm990Amt0523098
IRS990ScheduleD/TotalRevenuePerForm990Amt0637357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0637357
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0523098
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVAILABLE FOR REVIEW UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY IS REVIEWED DURING THE FIRST BOARD MEETING OF THE YEAR ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED DURING THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED DURING THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ON THE WEBSITES OF THE CHAPTER, NEA AND CTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER REPRESENTATION 16,082 0 0 TELEPHONE 12,377 0 0 BOARD & REP COUNCIL MEET 12,347 0 0 PROPERTY TAX 10,409 0 0 RECOGNITION&SUNSHINE 9,558 0 0 RELEASE TIME - OFFICERS 9,376 0 0 OTHER RELEASE TIME 7,260 0 0 ORGANIZING 5,273 0 0 UTILITIES 5,124 0 0 COMMUNITY OUTREACH 3,750 0 0 DAY OF TEACHER 3,000 0 0 READ ACROSS AMERICA 2,555 0 0 REPAIR AND MAINTENANCE 2,185 0 0 ELETIONS 1,436 0 0 NEGOTIATION 1,105 0 0 SCHOLARSHIP 1,000 0 0 PRESIDENT EXPENSES 545 0 0 TOTAL 103,382 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01639742
IRS990/TotalAssetsEOYAmt01674147
IRS990/TotalAssetsGrp/BOYAmt01639742
IRS990/TotalAssetsGrp/EOYAmt01674147
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523098
IRS990/TotalFunctionalExpensesGrp/TotalAmt0523098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0468288
IRS990/TotalLiabilitiesEOYAmt0388434
IRS990/TotalLiabilitiesGrp/BOYAmt0468288
IRS990/TotalLiabilitiesGrp/EOYAmt0388434
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01171454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01285713
IRS990/TotalProgramServiceExpensesAmt0523098
IRS990/TotalProgramServiceRevenueAmt0634137
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0637357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0637357
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01639742
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01674147
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01171454
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01285713
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02107 N BROADWAY SUITE 305
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092706
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SATEACH.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145426758
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA ANA EDUCATORS' ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0953157006
ReturnHeader/Filer/PhoneNum07145426758
ReturnHeader/Filer/USAddress/AddressLine1Txt02107 N BROADWAY SUITE 305
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D36B74FB9690DCE023A6AF65648EE28292108D3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A750363EF5A0E6E1360213E681AAC3AE41678F2C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204259760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL S JOO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012966 EUCLID STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092840
ReturnHeader/PreparerPersonGrp/PhoneNum07145371200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-21T19:08:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,674,147
Liabilities
$388,434
Net assets
$1,285,713
Revenue
$637,357
Expenses
$523,098
Net income
$114,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.60$0.38$2.22$0.74$0.72$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.25$2.20$0.69$0.64$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.42$2.15$0.73$0.70$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.13$2.12$0.63$0.54$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.03$0.63$0.53$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.14$1.93$0.62$0.48$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.15$1.80$0.61$0.23$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.29$1.42$0.62$0.49$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.39$1.29$0.64$0.52$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.47$1.17$0.70$0.72$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.38$1.19$0.63$0.57$0.06
2014Summary only. Only limited summary data is available for this year.$1.58$0.45$1.13$0.63$0.55$0.08
2012Summary only. Only limited summary data is available for this year.$1.51$0.54$0.97$0.65$0.62$0.03