Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Fullerton Elementary Teachers Association
990EZ • Fiscal year 2017 • EIN 95-6122411
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.12x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
46th percentile
Higher net margin than 46% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Balance Sheet
Assets
Up$167,130
Up $24,105 (+17%) from 2016
Net Assets
Up$147,582
Up $4,557 (+3.2%) from 2016
Liabilities
$19,548
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$147,050
Down $869 (-0.6%) from 2016
Expenses
Down$142,493
Down $2,875 (-2.0%) from 2016
Net Income
Up$4,557
Up $2,006 (+79%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2016 to Aug 31, 2017
- Signed
- Jul 10, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $147,050
Mission and Program Overview
Mission
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
| Description | Grants | Expenses |
|---|---|---|
| represented members in negotiations with school district | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KRISTIN MONTOYA | President | PT | $4,000 | - | $4,000 |
| KARLA TURNER | Secretary | PT | $0 | - | - |
| MARK JACOBS | Vice President | PT | $0 | - | - |
| STEPHANIE WILMOTH | Treasurer | - | $0 | - | - |
| LAURA GROVER | Vice President | - | $0 | - | - |
| SHELLEY BEHRNS | Secretary | PT | $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
- 2018-07-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jerome R Kern CPA
- Address
- 1622 W 9TH ST, POMONA, CA 91766-2503
- Preparer
- Jerome Kern
- Phone
- 9513167848
Supplemental Narrative
Additional Explanations
Other Revenue.1
“Soc. Events net of expens $196”
Other Expenses.1007
“Conferences, Conventions, and Meetings $16699”
Other Expenses.1
“PAC $2925”
Other Expenses.2
“Read accross america $2002”
Other Expenses.3
“EXECUTIVE BOARD $1890”
Other Expenses.4
“REPRESENTATIVES $1570”
Other Expenses.5
“DAY OF THE TEACHER $997”
Other Expenses.6
“BUSINESS MANAGER $936”
Other Expenses.7
“AGENCY FEE $660”
Other Expenses.8
“FEF $510”
Other Expenses.9
“Collective bargaining $439”
Other Expenses.10
“PUBLIC RELATIONS $375”
Other Expenses.11
“OTHER $-900”
Other Assets.1005
“Accounts Receivable - Beginning $13909 Accounts Receivable - Ending $0”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $19548”
Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ROSEMARY BAKOTICH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7142569900 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 749 SOUTH BREA BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BREA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92821 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 129116 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 167130 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4557 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3410 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 143025 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 167130 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 106980 |
| IRS990EZ/GrossReceiptsAmt | 0 | 147050 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 146844 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 143025 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 147582 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 143025 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 147582 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 4000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KARLA TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK JACOBS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRISTIN MONTOYA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHANIE WILMOTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LAURA GROVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SHELLEY BEHRNS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 13909 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28103 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 196 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE AND IMPROVE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS. TO COLLECT AND PAY DUES TO NORTH ORANGE COUNTY UNITED TEACHERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | represented members in negotiations with school district |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 4000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 19548 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 142493 |
| IRS990EZ/TotalRevenueAmt | 0 | 147050 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SOC. EVENTS NET OF EXPENS $196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Conferences, Conventions, and Meetings $16699 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PAC $2925 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | READ ACCROSS AMERICA $2002 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | EXECUTIVE BOARD $1890 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | REPRESENTATIVES $1570 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DAY OF THE TEACHER $997 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | BUSINESS MANAGER $936 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | AGENCY FEE $660 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | FEF $510 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | COLLECTIVE BARGAINING $439 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | PUBLIC RELATIONS $375 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | OTHER $-900 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Accounts Receivable - Beginning $13909 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $19548 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRISTIN MONTOYA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-07-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FULLERTON ELEMENTARY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TEACHERS ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FULL |
| ReturnHeader/Filer/EIN | 0 | 956122411 |
| ReturnHeader/Filer/PhoneNum | 0 | 7142569900 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 749 SOUTH BREA BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BREA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92821 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JEROME R KERN CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1622 W 9TH ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | POMONA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 917662503 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9513167848 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEROME KERN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-07-10T10:40:53-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-08-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $167,130
- Liabilities
- $19,548
- Net assets
- $147,582
- Revenue
- $147,050
- Expenses
- $142,493
- Net income
- $4,557