Civic Intelligence

Fullerton Elementary Teachers Association

990EZ • Fiscal year 2015 • EIN 95-6122411

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 05, 2016

Organization ProfileN/A
749 South Brea BlvdBrea, CA 92821

(714) 256-9900

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

61st percentile

$4,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$140,474

Up $20,126 (+17%) from 2014

Net Assets

Up

$140,474

Up $20,126 (+17%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$152,482

Up $2,909 (+1.9%) from 2014

Expenses

Down

$132,356

Down $11,239 (-7.8%) from 2014

Net Income

Up

$20,126

Up $14,148 (+237%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $113,158Liabilities 2011: $0Net Assets 2011: $113,1582011Assets 2012: $117,649Liabilities 2012: $0Net Assets 2012: $117,6492012Assets 2013: $114,370Liabilities 2013: $0Net Assets 2013: $114,3702013Assets 2014: $120,348Net Assets 2014: $120,3482014Assets 2015: $140,474Net Assets 2015: $140,4742015Assets 2016: $143,025Net Assets 2016: $143,0252016Assets 2017: $167,130Liabilities 2017: $19,548Net Assets 2017: $147,5822017Assets 2018: $161,091Liabilities 2018: $5,342Net Assets 2018: $155,7492018Assets 2019: $191,296Liabilities 2019: $491Net Assets 2019: $190,8052019Assets 2020: $201,165Net Assets 2020: $201,1652020Assets 2021: $216,556Liabilities 2021: $456Net Assets 2021: $216,1002021Assets 2022: $225,029Liabilities 2022: $615Net Assets 2022: $224,4142022Assets 2023: $229,787Liabilities 2023: $4,291Net Assets 2023: $225,4962023Assets 2024: $226,274Liabilities 2024: $1,204Net Assets 2024: $225,0702024Assets 2025: $233,487Liabilities 2025: $2,604Net Assets 2025: $230,8832025

Highlighted filing

2015

Assets$140,474
Liabilities-
Net Assets$140,474
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $152,320Expenses 2011: $145,328Net Income 2011: $6,9922011Revenue 2012: $151,298Expenses 2012: $146,807Net Income 2012: $4,4912012Expenses 2013: $151,8532013Revenue 2014: $149,573Expenses 2014: $143,595Net Income 2014: $5,9782014Revenue 2015: $152,482Expenses 2015: $132,356Net Income 2015: $20,1262015Revenue 2016: $147,919Expenses 2016: $145,368Net Income 2016: $2,5512016Revenue 2017: $147,050Expenses 2017: $142,493Net Income 2017: $4,5572017Revenue 2018: $146,883Expenses 2018: $138,716Net Income 2018: $8,1672018Revenue 2019: $166,814Expenses 2019: $137,923Net Income 2019: $28,8912019Revenue 2020: $157,171Expenses 2020: $146,752Net Income 2020: $10,4192020Revenue 2021: $156,769Expenses 2021: $141,193Net Income 2021: $15,5762021Revenue 2022: $170,387Expenses 2022: $162,073Net Income 2022: $8,3142022Revenue 2023: $170,793Expenses 2023: $169,711Net Income 2023: $1,0822023Revenue 2024: $147,320Expenses 2024: $147,746Net Income 2024: -$4262024Revenue 2025: $142,346Expenses 2025: $138,011Net Income 2025: $4,3352025

Highlighted filing

2015

Revenue$152,482
Expenses$132,356
Net Income$20,126
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 5, 2016
Return Version
2014v6.0
Gross Receipts
$152,482
Mission and Program Overview

Mission

To promote and improve the welfare and working conditions of its members. Tocollect and pay dues to north orange county united teachers.

To promote and improve the welfare and working conditions of its members. To collect and pay dues to north orange county united teachers.

Program Services

DescriptionGrantsExpenses
represented members in negotiations with school district--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN MONTOYAPresident-$4,000-$4,000
ADRIENNE MAITREOffice MngrPT$2,300-$2,300
STEPHANIE WILMOTHSecretary Corr.-$48-$48
KARLA TURNER1st. V/PPT$0--
Cathy WilsonPac TreasurerPT$0--
JASEL CONTRERASTreas MembershiPT$0--
NANCY RADER2nd.V/P-$0--
LAURA GROVERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fullerton Elementary
EIN
95-6122411
Phone
7142569900
Address
749 SOUTH BREA BLVD, BREA, CA 92821

Signing Officer

Name
Kristin Montoya
Title
President
Signed
2016-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Jerome R Kern CPA
Address
1622 W 9TH ST, POMONA, CA 91766-2503
Preparer
Jerome R Kern CPA
Phone
9513167848
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Soc. Events net of expens $555”

Other Expenses.1002

“Office Expenses $1032”

Other Expenses.1007

“Conferences, Conventions, and Meetings $8921”

Other Expenses.1

“REPRESENTATIVES $3546”

Other Expenses.2

“EXECUTIVE BOARD $1394”

Other Expenses.3

“CONTRIBUTIONS $825”

Other Expenses.4

“Collective bargaining $590”

Other Expenses.5

“PUBLIC RELATIONS $375”

Other Expenses.6

“PAC $50”

Raw XML Appendix137 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ADRIENNE MAITRE
IRS990EZ/BooksInCareOfDetail/PhoneNum07145790604
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0749 SOUTH BREA BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140474
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03410
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140474
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0105865
IRS990EZ/GrossReceiptsAmt0152482
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140474
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt76.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt72300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN MONTOYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE WILMOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASEL CONTRERAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY RADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADRIENNE MAITRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST. V/P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAC Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY CORR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREAS MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND.V/P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OFFICE MNGR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016733
IRS990EZ/OtherRevenueTotalAmt0555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND IMPROVE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS. TO COLLECT AND PAY DUES TO NORTH ORANGE COUNTY UNITED TEACHERS.
IRS990EZ/ProgramServiceRevenueAmt0146920
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0represented members in negotiations with school district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06348
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132356
IRS990EZ/TotalRevenueAmt0152482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOC. EVENTS NET OF EXPENS $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $8921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPRESENTATIVES $3546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE BOARD $1394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRIBUTIONS $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COLLECTIVE BARGAINING $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAC $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN MONTOYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULLERTON ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0956122411
ReturnHeader/Filer/PhoneNum07142569900
ReturnHeader/Filer/USAddress/AddressLine1Txt0749 SOUTH BREA BLVD
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEROME R KERN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01622 W 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917662503
ReturnHeader/PreparerPersonGrp/PhoneNum09513167848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerome R Kern CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-05T10:43:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,474
Liabilities
-
Net assets
$140,474
Revenue
$152,482
Expenses
$132,356
Net income
$20,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.33$0.03$2.31$1.42$1.38$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.01$2.25$1.47$1.48$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.04$2.25$1.71$1.70$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.01$2.24$1.70$1.62$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.16$1.57$1.41$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$2.01$1.57$1.47$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.67$1.38$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.05$1.56$1.47$1.39$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.20$1.48$1.47$1.42$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.43$1.48$1.45$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.40$1.40$1.52$1.32$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.50$1.44$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.52
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$1.51$1.47$0.04
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$1.52$1.45$0.07