Civic Intelligence

California Teachers Assn Fallbrook High School Teachers

990EZ • Fiscal year 2017 • EIN 95-3198280

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
PO Box 492Fallbrook, CA 92088

(760) 723-6300

Siviq Scores

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

Liabilities / Assets

99th percentile

2.00x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.08x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-4.0%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

57th percentile

$2,500

Higher top officer pay than 57% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

1st percentile

-81%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

21st percentile

-8.5%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$850

Down $118,623 (-99%) from 2014

Net Assets

-$850

No earlier filing loaded for comparison.

Liabilities

Up

$1,700

Up $1,700 from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin26th percentile

Revenue

Down

$21,282

Down $6,504 (-23%) from 2014

Expenses

Down

$22,132

Down $8,928 (-29%) from 2014

Net Income

Up

-$850

Up $2,424 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2017

Assets$850
Liabilities$1,700
Net Assets-$850
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

2017

Revenue$21,282
Expenses$22,132
Net Income-$850
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 15, 2018
Return Version
2016v3.0
Gross Receipts
$21,282
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-$22,132
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCO ARIASPresident-$2,500-$2,500
AL SCHOFFSTALLVice-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
7607236300
Signed
2018-11-15
Discuss with paid preparer
Yes

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 9,632”

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

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

Raw XML Appendix107 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/EOYAmt0850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-850
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0850
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt021282
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt052
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021230
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-850
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/PersonNm1AL SCHOFFSTALL
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/OtherExpensesTotalAmt09632
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/ProgramServiceExpensesAmt022132
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022132
IRS990EZ/TotalProgramServiceExpensesAmt022132
IRS990EZ/TotalRevenueAmt021282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 9,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1misc Beginning of year 0, End of year 1,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY MARKHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607236300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0D245C3971D76CA40E9D36D930DE4749B427839A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D245C3971D76CA40E9D36D930DE4749B427839A0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.183.106.159
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm022:23:11
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Davis CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T02:26:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850
Liabilities
$1,700
Net assets
-$850
Revenue
$21,282
Expenses
$22,132
Net income
-$850
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