Civic Intelligence

Alta Loma Educators Association

990EZ • Fiscal year 2017 • EIN 95-3645753

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 18, 2018

6759 Vanderbilt PlaceAlta Loma, CA 91701

(909) 944-5287

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

21st percentile

-6.8%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

60th percentile

$3,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

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

Asset Growth

23rd percentile

-6.1%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

15%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$47,107

Down $3,057 (-6.1%) from 2016

Net Assets

$47,107

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$44,663

Up $5,797 (+15%) from 2016

Expenses

Up

$47,720

Up $4,687 (+11%) from 2016

Net Income

Up

-$3,057

Up $1,110 (+27%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $58,274Liabilities 2011: $02011Assets 2012: $60,140Liabilities 2012: $02012Assets 2013: $60,692Liabilities 2013: $02013Assets 2014: $54,504Liabilities 2014: $02014Assets 2015: $54,331Liabilities 2015: $02015Assets 2016: $50,164Liabilities 2016: $02016Assets 2017: $47,107Liabilities 2017: $0Net Assets 2017: $47,1072017Assets 2018: $51,208Liabilities 2018: $0Net Assets 2018: $51,2082018Assets 2019: $50,331Liabilities 2019: $0Net Assets 2019: $50,3312019Assets 2020: $56,345Liabilities 2020: $0Net Assets 2020: $56,3452020Assets 2021: $75,904Liabilities 2021: $0Net Assets 2021: $75,9042021Assets 2022: $85,953Liabilities 2022: $0Net Assets 2022: $85,9532022Assets 2023: $82,693Liabilities 2023: $0Net Assets 2023: $82,6932023Assets 2024: $85,320Liabilities 2024: $0Net Assets 2024: $85,3202024

Highlighted filing

2017

Assets$47,107
Liabilities$0
Net Assets$47,107

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $39,741Expenses 2011: $33,592Net Income 2011: $6,1492011Revenue 2012: $39,580Expenses 2012: $37,714Net Income 2012: $1,8662012Revenue 2013: $39,248Expenses 2013: $38,696Net Income 2013: $5522013Revenue 2014: $36,625Expenses 2014: $42,813Net Income 2014: -$6,1882014Revenue 2015: $38,937Expenses 2015: $39,110Net Income 2015: -$1732015Revenue 2016: $38,866Expenses 2016: $43,033Net Income 2016: -$4,1672016Revenue 2017: $44,663Expenses 2017: $47,720Net Income 2017: -$3,0572017Revenue 2018: $46,223Expenses 2018: $42,122Net Income 2018: $4,1012018Revenue 2019: $46,730Expenses 2019: $47,607Net Income 2019: -$8772019Revenue 2020: $48,245Expenses 2020: $42,231Net Income 2020: $6,0142020Revenue 2021: $56,424Expenses 2021: $36,865Net Income 2021: $19,5592021Revenue 2022: $55,774Expenses 2022: $45,725Net Income 2022: $10,0492022Revenue 2023: $53,460Expenses 2023: $56,720Net Income 2023: -$3,2602023Revenue 2024: $56,112Expenses 2024: $53,485Net Income 2024: $2,6272024

Highlighted filing

2017

Revenue$44,663
Expenses$47,720
Net Income-$3,057
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 18, 2018
Return Version
2016v3.0
Gross Receipts
$44,663
Mission and Program Overview

Mission

Alta loma educators association exists to promote and protect the well-being of its members; to improve the condition of teaching and learning; to advance the cause of free, universal and quality public education; to ensure that the human dignity and civil rights of all chilgren and youth are protected and to secure a more just, equitable and democratic society.

Alta loma educators association exists to promote and protect the well-being of it's members; to improve the condition of teaching and learning; to advance the cause of free, universal and quality public education; to ensure that the human dignity and civil rights of all chilgren and youth are protected and to secure a more just, equitable and democratic society.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS CONSISTENTLY MET THE GOALS AS OUTLINED IN THEIR MISSION STATEMENT$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE KOWALPresidentPT$3,500-$3,500
DAN WILTVice PresidentPT$2,000-$2,000
JULIA OLSONSecretaryPT$2,000-$2,000
PEGGY SWISTOCKTreasurerPT$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Alta Loma Educators Association
EIN
95-3645753
Phone
9099445287
Address
6759 VANDERBILT PLACE, ALTA LOMA, CA 91701

Signing Officer

Name
Peggy Swistock
Title
Treasurer
Phone
9099445287
Signed
2018-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3401 CENTRELAKE DRIVE SUITE 500, ONTARIO, CA 91761
Preparer
Lee M Gardner
Phone
9099857286
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

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

Description: negotiations. Amount: 9,215. Description: governance. Amount: 9,060. Description: conferences. Amount: 699. Description: social activities. Amount: 7,770. Description: scholarships. Amount: 5,250. Description: bank charges. Amount: 78. Description: taxes california secretary of state. Amount: 50. Description: office expenses. Amount: 5,098. Total to form 990-ez, line 16: 37,220.

Raw XML Appendix119 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PEGGY SWISTOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum09099445287
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06759 VANDERBILT PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALTA LOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047107
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3057
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047107
IRS990EZ/GrossReceiptsAmt044663
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt044662
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050164
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047107
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050164
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047107
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32000
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/PersonNm0HELENE KOWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN WILT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEGGY SWISTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037220
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ALTA LOMA EDUCATORS ASSOCIATION EXISTS TO PROMOTE AND PROTECT THE WELL-BEING OF IT'S MEMBERS; TO IMPROVE THE CONDITION OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL AND QUALITY PUBLIC EDUCATION; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILGREN AND YOUTH ARE PROTECTED AND TO SECURE A MORE JUST, EQUITABLE AND DEMOCRATIC SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAS CONSISTENTLY MET THE GOALS AS OUTLINED IN THEIR MISSION STATEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt047720
IRS990EZ/TotalRevenueAmt044663
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NEGOTIATIONS. AMOUNT: 9,215. DESCRIPTION: GOVERNANCE. AMOUNT: 9,060. DESCRIPTION: CONFERENCES. AMOUNT: 699. DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 7,770. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 5,250. DESCRIPTION: BANK CHARGES. AMOUNT: 78. DESCRIPTION: TAXES CALIFORNIA SECRETARY OF STATE. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,098. TOTAL TO FORM 990-EZ, LINE 16: 37,220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY SWISTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099445287
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTA LOMA EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0953645753
ReturnHeader/Filer/PhoneNum09099445287
ReturnHeader/Filer/USAddress/AddressLine1Txt06759 VANDERBILT PLACE
ReturnHeader/Filer/USAddress/CityNm0ALTA LOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3C0A654301C4A1307584A41B719F113872AC0CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC115A9FE346A5148A27DC5FB2AE0FEDB142A757
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-07-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:07:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 CENTRELAKE DRIVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091761
ReturnHeader/PreparerPersonGrp/PhoneNum09099857286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE M GARDNER
ReturnHeader/ReturnTs02018-07-18T12:18:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$56.1$53.5$2.63
2023Detailed filing. Detailed filing data is available for this year.$82.7$0.00$82.7$53.5$56.7$3.26
2022Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$55.8$45.7$10.0
2021Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$56.4$36.9$19.6
2020Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$48.2$42.2$6.01
2019Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$46.7$47.6$0.88
2018Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$46.2$42.1$4.10
2017Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$44.7$47.7$3.06
2016Summary only. Only limited summary data is available for this year.$50.2$0.00$38.9$43.0$4.17
2015Summary only. Only limited summary data is available for this year.$54.3$0.00$38.9$39.1$0.17
2014Summary only. Only limited summary data is available for this year.$54.5$0.00$36.6$42.8$6.19
2013Summary only. Only limited summary data is available for this year.$60.7$0.00$39.2$38.7$0.55
2012Summary only. Only limited summary data is available for this year.$60.1$0.00$39.6$37.7$1.87
2011Summary only. Only limited summary data is available for this year.$58.3$0.00$39.7$33.6$6.15