Civic Intelligence

California Teachers Association

EIN 95-3198280 • 501(c)5 • Fallbrook, CA

Profile

Negotiate workplace conditions for teachers and students

PO Box 492Fallbrook, CA 92088

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

58th percentile

$2,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

0.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$402

Down $448 (-53%) from 2017

Liabilities

Down

$0

Down $1,700 (-100%) from 2017

Net Assets

Up

$402

Up $1,252 (+147%) from 2017

Operations
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Up

$21,354

Up $72 (+0.3%) from 2017

Expenses

Up

$24,102

Up $1,970 (+8.9%) from 2017

Net Income

Down

-$2,748

Down $1,898 (-223%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0-$50KAssets 2009: $69,725Liabilities 2009: $02009Assets 2010: $77,430Liabilities 2010: $02010Assets 2011: $97,345Liabilities 2011: $02011Assets 2012: $109,416Liabilities 2012: $02012Assets 2013: $122,747Liabilities 2013: $02013Assets 2014: $119,473Liabilities 2014: $02014Assets 2017: $850Liabilities 2017: $1,700Net Assets 2017: -$8502017Assets 2018: $402Liabilities 2018: $0Net Assets 2018: $4022018

Highlighted filing

2018

Assets$402
Liabilities$0
Net Assets$402
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

$40K$20K$0-$20KRevenue 2009: $36,709Expenses 2009: $18,938Net Income 2009: $17,7712009Revenue 2010: $37,244Expenses 2010: $29,539Net Income 2010: $7,7052010Revenue 2011: $31,303Expenses 2011: $11,388Net Income 2011: $19,9152011Revenue 2012: $30,648Expenses 2012: $18,577Net Income 2012: $12,0712012Revenue 2013: $29,563Expenses 2013: $16,232Net Income 2013: $13,3312013Revenue 2014: $27,786Expenses 2014: $31,060Net Income 2014: -$3,2742014Revenue 2017: $21,282Expenses 2017: $22,132Net Income 2017: -$8502017Revenue 2018: $21,354Expenses 2018: $24,102Net Income 2018: -$2,7482018

Highlighted filing

2018

Revenue$21,354
Expenses$24,102
Net Income-$2,748
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$402
Liabilities
$0
Net assets
$402
Revenue
$21,354
Expenses
$24,102
Net income
-$2,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.02$0.01$0.21$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.28$0.31$0.03
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.30$0.16$0.13
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.31$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.31$0.11$0.20
2010Summary only. Only limited summary data is available for this year.$0.77$0.00$0.37$0.30$0.08
2009Summary only. Only limited summary data is available for this year.$0.70$0.00$0.37$0.19$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 17, 2018
Return Version
2017v2.3
Gross Receipts
$21,354
Mission and Program Overview

Mission

Negotiate workplace conditions for teachers and students

Program Services

DescriptionGrantsExpenses
NEGOTIATE WITH THE FALLBROOK UNION HIGH SCHOOL DISTRICT IN ALL MATTERS RELATED TO WORKPLACE CONDITIONS-$24,102
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCO ARIASPresident-$2,500-$2,500
DOUG SEHNERTVice-Preident-Grievance-$2,000-$2,000
LARRY KOCHVice-President -Negotioations-$2,000-$2,000
TRACY MARKHAMSecretary/Treasurer-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
California Teachers Association
EIN
95-3198280
Phone
7607236300
Address
PO BOX 492, Fallbrook, CA 92088

Signing Officer

Name
Tracy Markham
Title
Treasurer
Phone
7607236000
Signed
2018-12-17
Discuss with paid preparer
No

Preparer

Firm
Davis Hayes Accounting Services Inc
Address
804 Pier View Way suite 204, Oceanside, CA 92054
Preparer
Robert W Davis CPA
Phone
7604347762
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 10,102”

Form 990-EZ, Part I, Line 16, Other Expenses

“Scholarships 4,500”

Form 990-EZ, Part I, Line 20, Net Assets

“savings 4,000”

Form 990-EZ, Part II, Line 26, Liabilities

“misc Beginning of year 1,700, End of year 0”

Raw XML Appendix113 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/PersonNm0TRACY MARKHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum07607236300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 STAGECOACH LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FALLBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0850
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0402
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2748
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0850
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0402
IRS990EZ/GrossReceiptsAmt021354
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021302
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-850
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0402
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-850
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0402
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCO ARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG SEHNERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY KOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY MARKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PREIDENT-GRIEVANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT -NEGOTIOATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04000
IRS990EZ/OtherExpensesTotalAmt014602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NEGOTIATE WORKPLACE CONDITIONS FOR TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEGOTIATE WITH THE FALLBROOK UNION HIGH SCHOOL DISTRICT IN ALL MATTERS RELATED TO WORKPLACE CONDITIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024102
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024102
IRS990EZ/TotalProgramServiceExpensesAmt024102
IRS990EZ/TotalRevenueAmt021354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 10,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2savings 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3misc Beginning of year 1,700, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY MARKHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607236000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0953198280
ReturnHeader/Filer/PhoneNum07607236300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 492
ReturnHeader/Filer/USAddress/CityNm0Fallbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092088
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09805B1C22E5FB1B10A03B6C42C331E3BAAB74DE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2DBEF06193F3E683418040C90C58DD475E3432F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.183.106.159
ReturnHeader/FilingSecurityInformation/IPDt02018-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:57:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Hayes Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0804 Pier View Way suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07604347762
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Davis CPA
ReturnHeader/ReturnTs02018-12-17T08:58:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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