Civic Intelligence

Fullerton Elementary Teachers Association

990EZ • Fiscal year 2019 • EIN 95-6122411

Sep 01, 2018 to Aug 31, 2019 • Filed on Aug 22, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

17%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

14%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$191,296

Up $30,205 (+19%) from 2018

Net Assets

Up

$190,805

Up $35,056 (+23%) from 2018

Liabilities

Down

$491

Down $4,851 (-91%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin78th percentile

Revenue

Up

$166,814

Up $19,931 (+14%) from 2018

Expenses

Down

$137,923

Down $793 (-0.6%) from 2018

Net Income

Up

$28,891

Up $20,724 (+254%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2019

Assets$191,296
Liabilities$491
Net Assets$190,805
Open 2019 Filing

Operations Trend

Revenue Growth81st 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

2019

Revenue$166,814
Expenses$137,923
Net Income$28,891
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Aug 22, 2020
Return Version
2018v3.1
Gross Receipts
$166,814
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

DescriptionGrantsExpenses
represented members in negotiations with school district--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK JACOBSPresidentPT$4,000-$4,000
KARLA TURNERSecretaryPT$0--
KRISTIN MONTOYAVice PresidentPT$0--
STEPHANIE WILMOTHTreasurer-$0--
LAURA GROVERVice President-$0--
SHELLEY BEHRNSSecretaryPT$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
Mark Jacobs
Title
President & CEO
Signed
2020-08-22
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 Expenses.1

“pac EXPENSES $4259”

Other Expenses.2

“GRANTS RECEIVED $3056”

Other Expenses.3

“REPRESENTATIVES $2825”

Other Expenses.4

“Read accross america $2000”

Other Expenses.5

“PAC TRANSFERS $1848”

Other Expenses.6

“EXECUTIVE BOARD $1455”

Other Expenses.7

“NEA/RA $1382”

Other Expenses.8

“STATE COUNCIL $1243”

Other Expenses.9

“MONTHLY MEETINGS $1175”

Other Expenses.10

“Presidents expenses $1157”

Other Expenses.11

“MAY DINNER $1065”

Other Expenses.12

“Elections chair stipend $800”

Other Expenses.13

“DAY OF THE TEACHER $775”

Other Expenses.14

“FEF $700”

Other Expenses.15

“Membership workshops $679”

Other Expenses.16

“WHO AWARDS $546”

Other Expenses.17

“Collective bargaining $499”

Other Expenses.18

“oRGANIZING EXPENSES $280”

Other Expenses.19

“web SITE CHAIR $250”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5342 Accounts Payable and Accrued Expenses - Ending $491”

Raw XML Appendix153 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/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161914
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt028891
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0804
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0166010
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156572
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN MONTOYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE WILMOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHELLEY BEHRNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05342
IRS990EZ/OtherExpensesTotalAmt025994
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0represented members in negotiations with school district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05342
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0491
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137923
IRS990EZ/TotalRevenueAmt0166814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0pac EXPENSES $4259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVED $3056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPRESENTATIVES $2825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3READ ACCROSS AMERICA $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAC TRANSFERS $1848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE BOARD $1455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEA/RA $1382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE COUNCIL $1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MONTHLY MEETINGS $1175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PRESIDENTS EXPENSES $1157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MAY DINNER $1065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ELECTIONS CHAIR STIPEND $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DAY OF THE TEACHER $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FEF $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEMBERSHIP WORKSHOPS $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WHO AWARDS $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16COLLECTIVE BARGAINING $499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17oRGANIZING EXPENSES $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18web SITE CHAIR $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Accounts Payable and Accrued Expenses - Beginning $5342 Accounts Payable and Accrued Expenses - Ending $491
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1001
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-22
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 KERN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-22T12:05:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,296
Liabilities
$491
Net assets
$190,805
Revenue
$166,814
Expenses
$137,923
Net income
$28,891
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
2019Detailed filing. Detailed filing data is available for this year.$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