Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2022 • EIN 95-3347057

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 31, 2023

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

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-1.7%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

59th percentile

$3,750

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-9.9%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$76,978

Down $286 (-0.4%) from 2021

Net Assets

Down

$76,978

Down $286 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin39th percentile

Revenue

Down

$17,297

Down $1,900 (-9.9%) from 2021

Expenses

Down

$17,583

Down $1,816 (-9.4%) from 2021

Net Income

Down

-$286

Down $84 (-42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2022

Assets$76,978
Liabilities$0
Net Assets$76,978
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$17,297
Expenses$17,583
Net Income-$286
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 31, 2023
Return Version
2021v4.0
Gross Receipts
$17,297
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.--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne GardnerPresident-$3,750-$3,750
Marjie PerkinsVice President-$3,000-$3,000
Alison McPherson1st Negotiator-$2,150-$2,150
David CourtneyNegotiator-$1,650-$1,650
Filing and Contact Details

Filer

Filer Name
California Teachers 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
2023-01-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Union Meetings General and Cabinet;1878|United States Postal Service;134|Scholarship Awards;1000|Bank Fees;72|Online Voting Fees;57|Banking Spplies;295^Total;3436^”

Raw XML Appendix124 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/BOYAmt077264
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-286
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077264
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076978
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt017297
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt017274
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076978
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076978
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31650
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/PersonNm0Jeanne Gardner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marjie Perkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alison McPherson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Courtney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st Negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Negotiator
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03436
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/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt014147
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt017583
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017297
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Union Meetings General and Cabinet;1878|United States Postal Service;134|Scholarship Awards;1000|Bank Fees;72|Online Voting Fees;57|Banking Spplies;295^Total;3436^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0I am not a tax professional. I file to meet the January 31st deadline. I do not know the date that this return is supposed to be filed. We have had turnover in our Association leadership and we have updated our bank account that caused some issues that were just corrected in the past few weeks.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Bumstead
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09096339376
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Bear Valley Education Association
ReturnHeader/Filer/BusinessNameControlTxt0CALI
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/ReturnTs02023-01-31T14:38:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,978
Liabilities
$0
Net assets
$76,978
Revenue
$17,297
Expenses
$17,583
Net income
-$286
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
2022Detailed filing. Detailed filing data is available for this year.$77.0$0.00$77.0$17.3$17.6$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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