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Anaheim Educators Uniserv FY2024 filing

Not tax-deductible

Anaheim, CA501(c)(5)Employment EIN 45-2687638Revenue $320K in FY2024

On file with the IRS50 S Anaheim Blvd Ste 300, 92805-2961 · Anaheim, CATax-exempt since Sep 2011

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To provide office and administrative services for the two participating local teacher's union chapters.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $9K a year · 3% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 12.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$249K
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$320K
-11% vs prior year
Spent
$363K
To programs
75%
Net assets
$397K
By yearFY2020–FY2025
Revenue
$320K
FY2024▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$296K
FY2021$351K
FY2022$371K
FY2023$358K
FY2024$320K
FY2025$352K
Expenses
$363K
FY2024▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$298K
FY2021$301K
FY2022$432K
FY2023$356K
FY2024$363K
FY2025$353K
Net assets
$397K
FY2024▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$449K
FY2021$499K
FY2022$438K
FY2023$440K
FY2024$397K
FY2025$396K

From the FY2024 Form 990 (year ending August 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $273K Management & general 25% · $90K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Faith Daverin
Aeea President
$0Pt VII · Sec A
Geoff Morganstern
Asta President
$0Pt VII · Sec A
Tricia Watts
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
James Goran
Board Member
$0Pt VII · Sec A
Shannon Lupin
Board Member
$0Pt VII · Sec A
Troy Hansen
Board Member
$0Pt VII · Sec A
Cindy Timoti
Board Member
$0Pt VII · Sec A
See Anaheim Educators Uniserv executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports local teacher's unions with office and administrative services.

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Provided by the organization

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1 program · $273K · in their own filed words · FY2023
01

Contract negotiations and administration for the chapter members.

$273Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$320K
Ln 12
Fees for servicesLn 2g$314K
Investment incomeLn 3$6K
Money outPt IX
$363K
Ln 25
Programscol B$273K
Managementcol C$90K
Owns and owesPt X
$397K
net assets · Ln 32
Cash and savingsLn 1–2$363K
Total assetsLn 16$646K
LiabilitiesLn 26$249K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$314K
Investment incomeLn 3$6K
Total revenueLn 12$320K
Assets in detailPt X, end of year
CashLn 1$177K
SavingsLn 2$185K
Cash and savings togetherLn 1–2$363K
Land, buildings, equipmentLn 10c$4K
Other assetsLn 15$247K
Total assetsLn 16$646K
LiabilitiesLn 26$249K
Net assetsLn 32$397K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$374K$363K
Land, buildings, equipmentLn 10c$4K$4K
Total assetsLn 16$787K$646K
LiabilitiesLn 26$347K$249K
Net assetsLn 32$440K$397K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$89K$71K$18K
Pension plan contributionsLn 8$61K$49K$12K
Payroll taxesLn 10$14K$11K$3K
Accounting feesLn 11c$6K$6K
Office expensesLn 13$28K$14K$14K
OccupancyLn 16$114K$87K$28K
InsuranceLn 23$28K$23K$6K
Other expenses (24a–d)Ln 24$23K$19K$5K
Total functional expensesLn 25$363K$273K$90K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $352K$353K−$1K$396K 990 PDF
FY2024 Viewing $320K$363K−$43K$397K 990 PDF
FY2023 $358K$356K$2K$440K 990 PDF
FY2022 $371K$432K−$61K$438K 990 PDF
FY2021 $351K$301K$50K$499K 990 PDF
FY2020 $296K$298K−$3K$449K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $319,988 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $356,562$314,197
I-10 Investment incomePrior year $1,088$5,843
I-11 Other revenuePrior year $0−$52
I-12 Total revenuePrior year $357,650$319,988
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $164,289$164,221
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $191,342$199,062
I-18 Total expensesPrior year $355,631$363,283
I-19 Revenue less expensesPrior year $2,019−$43,295
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $319,988 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $314,197$314,197
VIII-3 Investment incomeExcluded from tax $5,843$5,843
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$52−$52
VIII-12 Total revenueRelated to mission $314,145 · Unrelated business $0 · Excluded from tax $5,843$319,988
Part IX · Statement of functional expenses $363,283 across 8 lines filed
IX-7 Other salaries and wagesPrograms $70,924 · Management $17,731$88,655
IX-8 Pension plan contributionsPrograms $49,018 · Management $12,255$61,273
IX-10 Payroll taxesPrograms $11,434 · Management $2,859$14,293
IX-11c Accounting feesManagement $5,500$5,500
IX-13 Office expensesPrograms $13,977 · Management $13,702$27,679
IX-16 OccupancyPrograms $86,843 · Management $27,603$114,446
IX-23 InsurancePrograms $22,521 · Management $5,631$28,152
IX-24 Other expenses (24a–d)Programs $18,628 · Management $4,657$23,285
IX-25 Total functional expensesPrograms $273,345 · Management $89,938 · Fundraising $0$363,283
Part X · Balance sheet $646,211 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $194,241$177,370
X-2 Savings and temporary cash investmentsStart of year $179,619$185,167
X-4 Accounts receivableStart of year $45,222$19,109
X-9 Prepaid expenses and deferred chargesStart of year $13,360$13,360
X-10c Land, buildings and equipment, netStart of year $4,321$4,321
X-15 Other assetsStart of year $350,092$246,884
X-16 Total assetsStart of year $786,855$646,211
X-17 Accounts payable and accrued expensesStart of year $3,415$9,274
X-25 Other liabilitiesStart of year $343,192$239,984
X-26 Total liabilitiesStart of year $346,607$249,258
X-27 Net assets without donor restrictionsStart of year $440,248$396,953
X-32 Total net assets or fund balancesStart of year $440,248$396,953
X-33 Total liabilities and net assetsStart of year $786,855$646,211
Part XI · Reconciliation of net assets $396,953 net assets at year end
XI-1 Total revenue$319,988
XI-2 Total expenses$363,283
XI-3 Revenue less expenses−$43,295
XI-4 Net assets at start of year$440,248
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$396,953

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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