Civic Intelligence

Carlsbad Unified Teachers Assoc

EIN 95-3277057 • 501(c)5 • Oceanside, CA

Profile

Represent teachers in the carlsbad unified school district

Refreshing map…

2741 Vista Way 205Oceanside, CA 92054
Siviq Scores

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

Liabilities / Assets

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.04x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-7.9%

Higher net margin than 27% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-3.4%

Faster asset growth than 36% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$385,034

Up $114,317 (+42%) from 2022

Liabilities

Up

$6,750

Up $5,373 (+390%) from 2022

Net Assets

$378,284

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin27th percentile

Revenue

Up

$209,993

Up $67,139 (+47%) from 2022

Expenses

Down

$101,051

Down $67,999 (-40%) from 2022

Net Income

Up

$108,942

Up $135,138 (+516%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2011: $135,513Liabilities 2011: $02011Assets 2012: $161,215Liabilities 2012: $02012Assets 2013: $139,016Net Assets 2013: $139,0162013Assets 2014: $180,326Net Assets 2014: $180,3262014Assets 2015: $181,367Liabilities 2015: $02015Assets 2016: $189,927Net Assets 2016: $189,9272016Assets 2017: $251,457Liabilities 2017: $24,318Net Assets 2017: $227,1392017Assets 2018: $238,831Liabilities 2018: $11,1792018Assets 2019: $257,866Liabilities 2019: $13,180Net Assets 2019: $244,6862019Assets 2020: $318,683Net Assets 2020: $318,6832020Assets 2021: $296,346Liabilities 2021: $1,102Net Assets 2021: $295,2442021Assets 2022: $270,717Liabilities 2022: $1,3772022Assets 2023: $385,034Liabilities 2023: $6,750Net Assets 2023: $378,2842023

Highlighted filing

2023

Assets$385,034
Liabilities$6,750
Net Assets$378,284
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $95,795Expenses 2011: $84,252Net Income 2011: $11,5432011Revenue 2012: $92,986Expenses 2012: $67,284Net Income 2012: $25,7022012Revenue 2013: $105,985Expenses 2013: $128,184Net Income 2013: -$22,1992013Revenue 2014: $114,053Expenses 2014: $72,743Net Income 2014: $41,3102014Revenue 2015: $114,121Expenses 2015: $113,080Net Income 2015: $1,0412015Revenue 2016: $127,543Expenses 2016: $118,983Net Income 2016: $8,5602016Revenue 2017: $169,812Expenses 2017: $120,359Net Income 2017: $49,4532017Revenue 2018: $98,459Expenses 2018: $97,946Net Income 2018: $5132018Revenue 2019: $154,335Expenses 2019: $137,310Net Income 2019: $17,0252019Revenue 2020: $146,901Expenses 2020: $82,417Net Income 2020: $64,4842020Revenue 2021: $171,913Expenses 2021: $195,351Net Income 2021: -$23,4382021Revenue 2022: $142,854Expenses 2022: $169,050Net Income 2022: -$26,1962022Revenue 2023: $209,993Expenses 2023: $101,051Net Income 2023: $108,9422023

Highlighted filing

2023

Revenue$209,993
Expenses$101,051
Net Income$108,942
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$385,034
Liabilities
$6,750
Net assets
$378,284
Revenue
$209,993
Expenses
$101,051
Net income
$108,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.85$0.07$3.78$2.10$1.01$1.09
2022Summary only. Only limited summary data is available for this year.$2.71$0.01$1.43$1.69$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.01$2.95$1.72$1.95$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$3.19$1.47$0.82$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.13$2.45$1.54$1.37$0.17
2018Summary only. Only limited summary data is available for this year.$2.39$0.11$0.98$0.98$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.24$2.27$1.70$1.20$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$1.90$1.28$1.19$0.09
2015Summary only. Only limited summary data is available for this year.$1.81$0.00$1.14$1.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.14$0.73$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$1.06$1.28$0.22
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.93$0.67$0.26
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.96$0.84$0.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 10, 2015
Return Version
2013v4.0
Gross Receipts
$114,053
Mission and Program Overview

Mission

Represent teachers in the carlsbad unified shcool district

Represent teachers in the carlsbad unified school district

Program Services

DescriptionGrantsExpenses
REPRESENT TEACHERS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA FANNINGPresidentPT$4,200-$4,200
CHRISTINE PARRVice Pres-$0--
LISA CLARKTreasurer-$0--
RORY MARNERSecretary-$0--
WALTER KONIECZKOBoard-$0--
JEFF SPANIERBoard-$0--
KATHY NICHOLSBoard-$0--
Filing and Contact Details

Filer

EIN
95-3277057
Phone
7607211810

Signing Officer

Name
Lisa Clark
Title
Treasurer
Phone
7607211810
Signed
2015-01-10
Discuss with paid preparer
Yes

Preparer

Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Communications 1078. Conferences 3662. Cta escrow 1339. Governance 1400. Negotiations 203. Office 159. Release time 24148. Retirement awards 643. Scholarships 3750. Social activities 2648. Uniserv 29448. Taxes 65.”

Raw XML Appendix112 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07607211810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102741 VISTA WAY 205
IRS990EZ/BooksInCareOfDetail/USAddress/City0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139016
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0180326
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041310
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139016
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0180326
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0114053
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0166
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139016
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180326
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139016
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA FANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE PARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RORY MARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WALTER KONIECZKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF SPANIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068543
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT TEACHERS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramServiceRevenueAmt0113887
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENT TEACHERS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072743
IRS990EZ/TotalRevenueAmt0114053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNICATIONS 1078. CONFERENCES 3662. CTA ESCROW 1339. GOVERNANCE 1400. NEGOTIATIONS 203. OFFICE 159. RELEASE TIME 24148. RETIREMENT AWARDS 643. SCHOLARSHIPS 3750. SOCIAL ACTIVITIES 2648. UNISERV 29448. TAXES 65.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607211810
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARLSBAD UNIFIED TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0953277057
ReturnHeader/Filer/PhoneNum07607211810
ReturnHeader/Filer/USAddress/AddressLine102741 VISTA WAY 205
ReturnHeader/Filer/USAddress/City0OCEANSIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012062 VALLEY VIEW ST STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092845
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02015-03-06T19:08:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

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