Civic Intelligence

Hart District Teachers Association

990EZ • Fiscal year 2021 • EIN 95-4002307

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 05, 2022

26111 Bouquet Canyon Road H-5Santa Clarita, CA 91350

(661) 255-0311

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

2nd percentile

-128%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

81st percentile

$12,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

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

Asset Growth

3rd percentile

-42%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

35th percentile

-4.8%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Down

$313,443

Down $225,437 (-42%) from 2020

Net Assets

Down

$313,443

Down $225,437 (-42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$175,533

Down $8,887 (-4.8%) from 2020

Expenses

Up

$400,970

Up $203,486 (+103%) from 2020

Net Income

Down

-$225,437

Down $212,373 (-1626%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $291,100Liabilities 2010: $0Net Assets 2010: $291,1002010Assets 2011: $314,439Liabilities 2011: $0Net Assets 2011: $314,4392011Assets 2012: $320,420Liabilities 2012: $0Net Assets 2012: $320,4202012Assets 2013: $358,184Liabilities 2013: $0Net Assets 2013: $358,1842013Assets 2014: $388,105Liabilities 2014: $0Net Assets 2014: $388,1052014Assets 2015: $431,701Liabilities 2015: $0Net Assets 2015: $431,7012015Assets 2016: $479,873Liabilities 2016: $0Net Assets 2016: $479,8732016Assets 2017: $521,943Liabilities 2017: $0Net Assets 2017: $521,9432017Assets 2018: $542,726Liabilities 2018: $0Net Assets 2018: $542,7262018Assets 2019: $551,944Liabilities 2019: $0Net Assets 2019: $551,9442019Assets 2020: $538,880Liabilities 2020: $0Net Assets 2020: $538,8802020Assets 2021: $313,443Net Assets 2021: $313,4432021Assets 2022: $289,916Net Assets 2022: $289,9162022Assets 2023: $233,933Liabilities 2023: $02023Assets 2024: $194,601Net Assets 2024: $194,6012024

Highlighted filing

2021

Assets$313,443
Liabilities-
Net Assets$313,443

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2010: $167,990Expenses 2010: $121,194Net Income 2010: $46,7962010Revenue 2011: $160,442Expenses 2011: $137,103Net Income 2011: $23,3392011Revenue 2012: $160,330Expenses 2012: $154,349Net Income 2012: $5,9812012Revenue 2013: $151,750Expenses 2013: $113,986Net Income 2013: $37,7642013Revenue 2014: $158,023Expenses 2014: $128,102Net Income 2014: $29,9212014Revenue 2015: $165,155Expenses 2015: $115,680Net Income 2015: $49,4752015Revenue 2016: $178,498Expenses 2016: $130,326Net Income 2016: $48,1722016Revenue 2017: $178,491Expenses 2017: $131,110Net Income 2017: $47,3812017Revenue 2018: $168,442Expenses 2018: $147,659Net Income 2018: $20,7832018Revenue 2019: $186,171Expenses 2019: $176,953Net Income 2019: $9,2182019Revenue 2020: $184,420Expenses 2020: $197,484Net Income 2020: -$13,0642020Revenue 2021: $175,533Expenses 2021: $400,970Net Income 2021: -$225,4372021Revenue 2022: $179,516Expenses 2022: $203,043Net Income 2022: -$23,5272022Revenue 2023: $175,043Expenses 2023: $231,026Net Income 2023: -$55,9832023Revenue 2024: $177,132Expenses 2024: $216,464Net Income 2024: -$39,3322024

Highlighted filing

2021

Revenue$175,533
Expenses$400,970
Net Income-$225,437
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 5, 2022
Return Version
2020v4.0
Gross Receipts
$175,533
Mission and Program Overview

Mission

Representation of teachers in the William S Hart Union High School District

Representation of teachers in the William S Hart Union High School District and negotiation of a contract on their behalf

Program Services

DescriptionGrantsExpenses
Representation of teachers in the William S Hart Union High School District and negotiation of a contract on their behalf.$378,765-
Encouraging high school students to continue their education by attending college and possibly becoming teachers.$7,200$7,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael CopenhaverNegotiations ChPT$12,600-$12,600
John MinkusPresidentPT$5,940-$5,940
Gary SchulmanTreasurerPT$5,800-$5,800
Sean O'BrienGrievance CHRPT$3,400-$3,400
Wade WilliamsVice PresidentPT$3,200-$3,200
Jennifer DavidsonSecretaryPT$2,580-$2,580
Don MadridVice PresidentPT$2,400-$2,400
Dianna RoseDirectorPT$1,720-$1,720
Kellie KontisDirectorPT$1,720-$1,720
Christine LivermontDirectorPT$1,720-$1,720
Filing and Contact Details

Filer

Filer Name
Hart District Teachers Association
EIN
95-4002307
Phone
6612550311
Address
26111 BOUQUET CANYON ROAD H-5, SANTA CLARITA, CA 91350

Signing Officer

Name
Nicole Terranova
Title
Treasurer
Phone
6612550311
Signed
2022-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Janke
Address
1831 Tapo St Ste A, Simi Valley, CA 93063
Preparer
Gary Janke
Phone
8187001099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Scholarship | Donee's Name: Santa Clarita Valley Scholarship Fund | Donee's Address: P O Box 220236 Santa Clarita CA 91322 | Relationship of Donee: None | Cash Amount Given: $7200

Other Expenses.1002

Office Expenses $218

Other Expenses.1007

Conferences, Conventions, and Meetings $3286

Other Expenses.1009

Depreciation $4835

Other Expenses.1

Teacher appreciation $207662

Other Expenses.2

Release time costs $57396

Other Expenses.3

Representative stipends $27100

Other Expenses.4

Negotiations comm stipends $5500

Other Expenses.6

New Teacher recognition $4440

Other Expenses.7

Hotel expense $3158

Other Expenses.8

Software expense $2670

Other Expenses.9

Membership chairperson $1720

Other Expenses.10

Telephone $1266

Other Expenses.11

Mileage reimbursement $451

Other Expenses.12

Webmaster costs $440

Other Expenses.13

Election chairperson $440

Other Expenses.14

State Council attendees $110

Other Expenses.15

Meeting expenses $110

Other Expenses.16

Bank charges $25

Other Assets.1002

Furniture and Fixtures - Beginning $12799 Furniture and Fixtures - Ending $10239

Other Assets.1003

Machinery and Equipment - Beginning $4323 Machinery and Equipment - Ending $3159

Raw XML Appendix187 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Negotiations Ch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $218
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher appreciation $207662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Release time costs $57396
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Negotiations comm stipends $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8New Teacher recognition $4440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hotel expense $3158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Software expense $2670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership chairperson $1720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Telephone $1266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Mileage reimbursement $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Webmaster costs $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Election chairperson $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16State Council attendees $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Meeting expenses $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank charges $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Furniture and Fixtures - Beginning $12799 Furniture and Fixtures - Ending $10239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Machinery and Equipment - Beginning $4323 Machinery and Equipment - Ending $3159
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ReturnHeader/Filer/EIN0954002307
ReturnHeader/Filer/PhoneNum06612550311
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01831 Tapo St Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/ReturnTs02022-07-08T15:03:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nicole
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ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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.$1.95$1.95$1.77$2.16$0.39
2023Summary only. Only limited summary data is available for this year.$2.34$0.00$1.75$2.31$0.56
2022Detailed filing. Detailed filing data is available for this year.$2.90$2.90$1.80$2.03$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.13$3.13$1.76$4.01$2.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$1.84$1.97$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$1.86$1.77$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$1.68$1.48$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$1.78$1.31$0.47
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$1.78$1.30$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.65$1.16$0.49
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$1.58$1.28$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$1.52$1.14$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.00$3.20$1.60$1.54$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.00$3.14$1.60$1.37$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$1.68$1.21$0.47