Civic Intelligence

Yucaipa - Calimesa Educators Association

990EZ • Fiscal year 2019 • EIN 95-6189528

Sep 01, 2018 to Aug 31, 2019 • Filed on Mar 05, 2020

34366 Yucaipa Blvd No HYucaipa, CA 92399

(909) 790-1611

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

49th percentile

4.2%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

59th percentile

$2,900

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

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

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

24th percentile

-8.6%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Up

$181,250

Up $2,477 (+1.4%) from 2018

Net Assets

Up

$181,250

Up $2,477 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$137,196

Down $12,882 (-8.6%) from 2018

Expenses

Down

$131,377

Down $3,100 (-2.3%) from 2018

Net Income

Down

$5,819

Down $9,782 (-63%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $136,877Liabilities 2011: $02011Assets 2012: $159,097Liabilities 2012: $0Net Assets 2012: $159,0972012Assets 2013: $163,147Net Assets 2013: $163,1472013Assets 2014: $182,364Liabilities 2014: $02014Assets 2015: $210,637Liabilities 2015: $0Net Assets 2015: $210,6372015Assets 2016: $153,906Liabilities 2016: $0Net Assets 2016: $153,9062016Assets 2017: $163,172Liabilities 2017: $0Net Assets 2017: $163,1722017Assets 2018: $178,773Liabilities 2018: $0Net Assets 2018: $178,7732018Assets 2019: $181,250Liabilities 2019: $0Net Assets 2019: $181,2502019Assets 2020: $185,300Liabilities 2020: $0Net Assets 2020: $185,3002020Assets 2021: $217,129Liabilities 2021: $0Net Assets 2021: $217,1292021Assets 2022: $282,816Liabilities 2022: $0Net Assets 2022: $282,8162022Assets 2023: $300,531Liabilities 2023: $0Net Assets 2023: $300,5312023Assets 2024: $348,764Liabilities 2024: $0Net Assets 2024: $348,7642024

Highlighted filing

2019

Assets$181,250
Liabilities$0
Net Assets$181,250

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $114,210Expenses 2011: $101,682Net Income 2011: $12,5282011Revenue 2012: $447,655Expenses 2012: $425,446Net Income 2012: $22,2092012Revenue 2013: $112,508Expenses 2013: $108,458Net Income 2013: $4,0502013Revenue 2014: $122,622Expenses 2014: $103,405Net Income 2014: $19,2172014Revenue 2015: $120,212Expenses 2015: $91,938Net Income 2015: $28,2742015Revenue 2016: $121,904Expenses 2016: $178,635Net Income 2016: -$56,7312016Revenue 2017: $127,730Expenses 2017: $118,464Net Income 2017: $9,2662017Revenue 2018: $150,078Expenses 2018: $134,477Net Income 2018: $15,6012018Revenue 2019: $137,196Expenses 2019: $131,377Net Income 2019: $5,8192019Revenue 2020: $125,363Expenses 2020: $121,313Net Income 2020: $4,0502020Revenue 2021: $148,369Expenses 2021: $116,540Net Income 2021: $31,8292021Revenue 2022: $150,722Expenses 2022: $85,035Net Income 2022: $65,6872022Revenue 2023: $143,207Expenses 2023: $125,492Net Income 2023: $17,7152023Revenue 2024: $163,591Expenses 2024: $115,358Net Income 2024: $48,2332024

Highlighted filing

2019

Revenue$137,196
Expenses$131,377
Net Income$5,819
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 5, 2020
Return Version
2018v3.1
Gross Receipts
$137,196
Mission and Program Overview

Mission

Represent & educate the teachers of ycea

Program Services

DescriptionGrantsExpenses
HAS SUCCESSFULLY REPRESENTED TEACHERS DURING CONTRACT NEGOTIATIONS AND GRIEVANCE PROCEEDINGS AND HAS ALSO EDUCATED MEMBERS, OFFICERS, COMMITTEES, AND BOARD MEMBERS SINCE 1990$0$118,239
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE DOUGHERTYSecretary-$2,900-$2,900
YVONNE HEANEYPresident-$2,419-$2,419
TOM HERRONVice President-$2,200-$2,200
ANNETTE GREGORYTreasurer-$2,200-$2,200
KATHRYN ELLIOTSecondary Director I-$2,000-$2,000
SANDI BAKENHUSSecondary Director II-$1,600-$1,600
BRUCE MANSONElementary Directory I-$1,600-$1,600
MARY MARTINEZElementary Directory II-$1,600-$1,600
JEREMY PEREZSped Director-$800-$800
Filing and Contact Details

Filer

Filer Name
Yucaipa - Calimesa Educators Association
EIN
95-6189528
Phone
9097901611
Address
34366 YUCAIPA BLVD NO H, YUCAIPA, CA 92399

Signing Officer

Name
Annette Gregory
Title
Treasurer
Phone
9097901611
Signed
2020-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 36.

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

Description: advertising. Amount: 6,371. Description: office expenses. Amount: 10,130. Description: training and conferences. Amount: 32,247. Description: activities. Amount: 17,465. Description: misc expenses. Amount: 1,776. Description: negotiations. Amount: 983. Description: stipends. Amount: 15,675. Total to form 990-ez, line 16: 84,647.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -3,342.

Raw XML Appendix152 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/BusinessNameLine1Txt0ANNETTE GREGORY
IRS990EZ/BooksInCareOfDetail/PhoneNum09097901611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034366 YUCAIPA BLVD STE H
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCAIPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092399
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0181250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06311
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05819
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04486
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0181250
IRS990EZ/GrossReceiptsAmt0137196
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0130849
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0178773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0181250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0178773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0181250
IRS990EZ/OccupancyRentUtltsAndMaintAmt024925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YVONNE HEANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM HERRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNETTE GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN ELLIOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANDI BAKENHUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRUCE MANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEREMY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECONDARY DIRECTOR I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECONDARY DIRECTOR II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ELEMENTARY DIRECTORY I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ELEMENTARY DIRECTORY II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SPED DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-3342
IRS990EZ/OtherExpensesTotalAmt084647
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT & EDUCATE THE TEACHERS OF YCEA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HAS SUCCESSFULLY REPRESENTED TEACHERS DURING CONTRACT NEGOTIATIONS AND GRIEVANCE PROCEEDINGS AND HAS ALSO EDUCATED MEMBERS, OFFICERS, COMMITTEES, AND BOARD MEMBERS SINCE 1990
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118239
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt017319
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0131377
IRS990EZ/TotalProgramServiceExpensesAmt0118239
IRS990EZ/TotalRevenueAmt0137196
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WEAREYCEA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 6,371. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 10,130. DESCRIPTION: TRAINING AND CONFERENCES. AMOUNT: 32,247. DESCRIPTION: ACTIVITIES. AMOUNT: 17,465. DESCRIPTION: MISC EXPENSES. AMOUNT: 1,776. DESCRIPTION: NEGOTIATIONS. AMOUNT: 983. DESCRIPTION: STIPENDS. AMOUNT: 15,675. TOTAL TO FORM 990-EZ, LINE 16: 84,647.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -3,342.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09097901611
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YUCAIPA - CALIMESA EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0YUCA
ReturnHeader/Filer/EIN0956189528
ReturnHeader/Filer/PhoneNum09097901611
ReturnHeader/Filer/USAddress/AddressLine1Txt034366 YUCAIPA BLVD NO H
ReturnHeader/Filer/USAddress/CityNm0YUCAIPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092399
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.83.160.119
ReturnHeader/FilingSecurityInformation/IPDt02020-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:15:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MARION & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02020-03-05T18:15:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$1.64$1.15$0.48
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.43$1.25$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.51$0.85$0.66
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.48$1.17$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.25$1.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.37$1.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.50$1.34$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.28$1.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.22$1.79$0.57
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.20$0.92$0.28
2014Summary only. Only limited summary data is available for this year.$1.82$0.00$1.23$1.03$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$1.13$1.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$4.48$4.25$0.22
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$1.14$1.02$0.13