Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2021 • EIN 95-3347057

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 31, 2022

Organization Profile
PO Box 1715Big Bear City, CA 92314

(909) 633-9376

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-1.1%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

60th percentile

$3,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-0.3%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

12%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$77,264

Down $202 (-0.3%) from 2020

Net Assets

$77,264

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin27th percentile

Revenue

Up

$19,197

Up $2,053 (+12%) from 2020

Expenses

Up

$19,399

Up $2,443 (+14%) from 2020

Net Income

Down

-$202

Down $390 (-207%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2013: $65,421Liabilities 2013: $02013Assets 2014: $65,421Liabilities 2014: $02014Assets 2015: $66,596Liabilities 2015: $02015Assets 2016: $66,835Liabilities 2016: $02016Assets 2017: $70,522Liabilities 2017: $02017Assets 2018: $74,470Liabilities 2018: $02018Assets 2019: $77,278Liabilities 2019: $02019Assets 2020: $77,466Liabilities 2020: $02020Assets 2021: $77,264Liabilities 2021: $0Net Assets 2021: $77,2642021Assets 2022: $76,978Liabilities 2022: $0Net Assets 2022: $76,9782022Assets 2023: $76,423Liabilities 2023: $0Net Assets 2023: $76,4232023Assets 2024: $77,256Liabilities 2024: $0Net Assets 2024: $77,2562024Assets 2025: $68,846Liabilities 2025: $0Net Assets 2025: $68,8462025

Highlighted filing

2021

Assets$77,264
Liabilities$0
Net Assets$77,264
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2013: $19,288Expenses 2013: $20,596Net Income 2013: -$1,3082013Revenue 2014: $19,288Expenses 2014: $20,596Net Income 2014: -$1,3082014Revenue 2015: $19,890Expenses 2015: $18,715Net Income 2015: $1,1752015Revenue 2016: $21,555Expenses 2016: $21,316Net Income 2016: $2392016Revenue 2017: $20,702Expenses 2017: $17,015Net Income 2017: $3,6872017Revenue 2018: $21,250Expenses 2018: $17,302Net Income 2018: $3,9482018Revenue 2019: $19,844Expenses 2019: $17,035Net Income 2019: $2,8092019Revenue 2020: $17,144Expenses 2020: $16,956Net Income 2020: $1882020Revenue 2021: $19,197Expenses 2021: $19,399Net Income 2021: -$2022021Revenue 2022: $17,297Expenses 2022: $17,583Net Income 2022: -$2862022Revenue 2023: $19,153Expenses 2023: $19,708Net Income 2023: -$5552023Revenue 2024: $24,792Expenses 2024: $23,959Net Income 2024: $8332024Revenue 2025: $16,286Expenses 2025: $24,696Net Income 2025: -$8,4102025

Highlighted filing

2021

Revenue$19,197
Expenses$19,399
Net Income-$202
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 31, 2022
Return Version
2020v4.0
Gross Receipts
$19,197
Mission and Program Overview

Mission

This Association represents the Certificated Personal that work for Bear Valley Unified School District.

Program Services

DescriptionGrantsExpenses
This Association represents the Certificated staff in the Bear Valley Unified School District. The Association negotiates for compensation, benefits, working conditions, teacher to student ratios, and other items that will improve moral and to help retain employees. This Association represents 115 Certificated staff members.$0$6,350
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah BurtonPresident-$3,500-$3,500
Mary SchermerVice President-$2,750-$2,750
Alison McPherson1st Negotiator-$1,900-$1,900
AmberCourtney-$1,400-$1,400
Filing and Contact Details

Filer

Filer Name
Bear Valley Education Association
EIN
95-3347057
Phone
9096339376
Address
PO Box 1715, Big Bear City, CA 92314

Signing Officer

Name
David Bumstead
Title
Treasurer
Phone
9096339376
Signed
2022-01-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Union Meetings General and Cabinet;2489|United States Postal Service;106|Tax Filing Costs;70|Scholarship Awards;3500|Bank Fees;72|Online Voting Fees;114^Total;6351^”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0David Bumstead
IRS990EZ/BooksInCareOfDetail/PhoneNum09096339376
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1715
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Big Bear City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-202
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077264
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019197
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt019173
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077466
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077466
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077264
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Schermer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alison McPherson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st Negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Courtney
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06351
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0This Association represents the Certificated Personal that work for Bear Valley Unified School District.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This Association represents the Certificated staff in the Bear Valley Unified School District. The Association negotiates for compensation, benefits, working conditions, teacher to student ratios, and other items that will improve moral and to help retain employees. This Association represents 115 Certificated staff members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06350
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt013048
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt019399
IRS990EZ/TotalProgramServiceExpensesAmt06350
IRS990EZ/TotalRevenueAmt019197
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Union Meetings General and Cabinet;2489|United States Postal Service;106|Tax Filing Costs;70|Scholarship Awards;3500|Bank Fees;72|Online Voting Fees;114^Total;6351^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0I, David Bumstead, am a teacher and then the Treasurer of this Association. I can do my taxes, but doing taxes for the Association has been a learning experience. I did not know that there was a different filing date then January 31st. I am learning and I will not make this mistake again.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Bumstead
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09096339376
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bear Valley Education Association
ReturnHeader/Filer/BusinessNameControlTxt0BEAR
ReturnHeader/Filer/EIN0953347057
ReturnHeader/Filer/PhoneNum09096339376
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1715
ReturnHeader/Filer/USAddress/CityNm0Big Bear City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092314
ReturnHeader/ReturnTs02022-02-02T15:18:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,264
Liabilities
$0
Net assets
$77,264
Revenue
$19,197
Expenses
$19,399
Net income
-$202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$16.3$24.7$8.41
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$0.00$77.3$24.8$24.0$0.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.4$0.00$76.4$19.2$19.7$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.0$0.00$77.0$17.3$17.6$0.29
2021Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$19.2$19.4$0.20
2020Summary only. Only limited summary data is available for this year.$77.5$0.00$17.1$17.0$0.19
2019Summary only. Only limited summary data is available for this year.$77.3$0.00$19.8$17.0$2.81
2018Summary only. Only limited summary data is available for this year.$74.5$0.00$21.3$17.3$3.95
2017Summary only. Only limited summary data is available for this year.$70.5$0.00$20.7$17.0$3.69
2016Summary only. Only limited summary data is available for this year.$66.8$0.00$21.6$21.3$0.24
2015Summary only. Only limited summary data is available for this year.$66.6$0.00$19.9$18.7$1.18
2014Summary only. Only limited summary data is available for this year.$65.4$0.00$19.3$20.6$1.31
2013Summary only. Only limited summary data is available for this year.$65.4$0.00$19.3$20.6$1.31