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California Teachers Association

Saddleback Valley Education Assn

Organization summary

Type of Nonprofit

Designated as a Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$321k (2024)

Expenses
$239k (2024)

Total Assets
$789k (2024)

Total Liabilities
$188k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$321,265
Expenses
$238,734
Net Income
$82,531
Net Assets
$600,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $312,595
97.3%
Investment Income $2,114
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,556
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,553
24.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $788,778
Total Liabilities $188,140
Net Assets $600,638
Compensation
Key Employees and Officers Compensation Related Other
Joyanne Goodfellow (President) $11,277 $0 $0
Frank Werner (Bargaining Chair) $9,932 $0 $0
Juli Stowers (Cta State Council Rep) $5,767 $0 $0
Toni Fields (Treasurer) $5,623 $0 $0
Dan Moreno (Vice President) $5,382 $0 $0
Erin Maguire (Secretary) $3,845 $0 $0
Andi Suter (Bargaining Team) $3,460 $0 $0
Caryn Anderson (Bargaining Team) $3,460 $0 $0
Mike Lee (Bargaining Team) $3,460 $0 $0
Mike Bartetzko (Cta State Council Rep) $2,563 $0 $0
Rozie Sundstedt (Rep At Large) $2,392 $0 $0
Stephanie Jones (Rep At Large) $2,392 $0 $0
Elise Greyson (Bargaining Team) $0 $0 $0
Frank Oppedisano (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,383
Expenses
$214,326
Net Income
$80,057
Net Assets
$518,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $276,506
93.9%
Investment Income $1,016
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,861
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,677
31.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,872
2.7%
Assets/Debt
Total Assets $760,798
Total Liabilities $242,691
Net Assets $518,107
Compensation
Key Employees and Officers Compensation Related Other
Frank Werner (Bargaining Chair) $12,365 $0 $0
Joyanne Goodfellow (President) $11,277 $0 $0
Toni Fields (Treasurer) $6,579 $0 $0
Juli Stowers (Cta State Council Rep) $6,344 $0 $0
Dan Moreno (Vice President) $5,639 $0 $0
Erin Maguire (Secretary) $4,230 $0 $0
Caryn Anderson (Bargaining Team) $3,806 $0 $0
Mike Lee (Bargaining Team) $3,806 $0 $0
Andi Suter (Bargaining Team) $3,806 $0 $0
Mike Bartetzko (Cta State Council Rep) $2,819 $0 $0
Rozie Sundstedt (Rep At Large) $2,478 $0 $0
Elise Greyson (Bargaining Team) $2,076 $0 $0
Stephanie Jones (Rep At Large) $1,452 $0 $0
Frank Oppedisano (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,571
Expenses
$313,028
Net Income
-$33,457
Net Assets
$438,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,194
6.2%
Program Services $259,296
92.7%
Investment Income $433
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,648
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $52,132
16.7%
Professional Fundraising Fees $0
Other Salaries and Wages $61,691
19.7%
Assets/Debt
Total Assets $456,517
Total Liabilities $18,467
Net Assets $438,050
Compensation
Key Employees and Officers Compensation Related Other
Joyanne Goodfellow (President) $10,252 $0 $0
Frank Werner (Bargaining Team) $6,689 $0 $0
Juli Stowers (Cta State Council Rep) $5,767 $0 $0
Tania Fields (Treasurer) $5,639 $0 $0
Dan Moreno (Vice President) $5,126 $0 $0
Erin Maguire (Secretary) $3,845 $0 $0
Elise Greyson (Bargaining Team) $3,460 $0 $0
Caryn Anderson (Bargaining Team) $3,460 $0 $0
Mark Warffuel (Rep At Large) $2,563 $0 $0
Mike Bartetzko (Cta State Council Rep) $2,563 $0 $0
Mike Lee (Bargaining Team) $1,384 $0 $0
Andi Suter (Bargaining Team) $1,384 $0 $0
Rozie Sundstedt (Cta State Council Rep) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$272,714
Expenses
$283,923
Net Income
-$11,209
Net Assets
$471,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,672
3.2%
Program Services $238,736
87.5%
Investment Income $779
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,527
9.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,513
21.7%
Professional Fundraising Fees $0
Other Salaries and Wages $88,492
31.2%
Assets/Debt
Total Assets $471,507
Total Liabilities $0
Net Assets $471,507
Compensation
Key Employees and Officers Compensation Related Other
Joyanne Goodfellow (President) $12,302 $0 $0
Patty Stewart (Contract/Grievance Chair) $11,533 $0 $0
Tania Fields (Treasurer) $5,228 $0 $0
Erin Maguire (Secretary) $4,614 $0 $0
Frank Werner (Bargaining Team) $4,152 $0 $0
Elise Greyson (Bargaining Team) $4,152 $0 $0
Caryn Anderson (Bargaining Team) $4,152 $0 $0
Dan Moreno (Vice President) $3,076 $0 $0
Ramona Gonzalez (Rep At Large) $3,076 $0 $0
Mark Warffuel (Rep At Large) $3,076 $0 $0
Juli Stowers (Cta State Council Rep) $3,076 $0 $0
Mike Bartetzko (Cta State Council Rep) $3,076 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,969
Expenses
$355,490
Net Income
-$71,521
Net Assets
$482,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,100
3.9%
Program Services $269,753
95.0%
Investment Income $1,320
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,796
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $43,443
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $68,827
19.4%
Assets/Debt
Total Assets $537,444
Total Liabilities $54,728
Net Assets $482,716
Compensation
Key Employees and Officers Compensation Related Other
Denise Bradford (President) $10,252 $0 $0
Patty Stewart (Contract/Grievance Chair) $9,611 $0 $0
Toni Fields (Treasurer) $4,357 $0 $0
Joyanne Goodfellow (Secretary) $3,845 $0 $0
Wendi Grinstead (Vice President) $2,563 $0 $0
Ramona Gonzalez (Rep At Large) $2,563 $0 $0
Mark Warffuel (Rep At Large) $2,563 $0 $0
Tori Armstrong (Cta State Council Rep) $2,563 $0 $0
Juli Stowers (Cta State Council Rep) $2,563 $0 $0
Todd Schulman (Cta State Council Rep) $2,563 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$250
Net Income
-$250
Net Assets
$4,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,853
Total Liabilities $0
Net Assets $4,853
Compensation
Key Employees and Officers Compensation Other
Ramona Gonzales (Director) $0 $0
Victoria Armstrong (Director) $0 $0
Carol Ashdown (Director) $0 $0
Wendy Grinstead (Director) $0 $0
Jacqui Ochoa (Director) $0 $0
Tfields (Treasurer) $0 $0
Charmaine Potter (Director) $0 $0
Denise Bradford (President & Ceo) $0 $0
Patricia Scofield (Director) $0 $0
Patty Stewart (Director) $0 $0
Elise Greyson (Director) $0 $0
Donna O'conner (Director) $0 $0
Frank Werner (Director) $0 $0
Stephani Jones (Director) $0 $0
Rajadhyaksha (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$347,682
Expenses
$297,365
Net Income
$50,317
Net Assets
$581,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $343,640
98.8%
Investment Income $1,138
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,904
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,886
14.1%
Professional Fundraising Fees $0
Other Salaries and Wages $52,348
17.6%
Assets/Debt
Total Assets $605,054
Total Liabilities $23,738
Net Assets $581,316
Compensation
Key Employees and Officers Compensation Related Other
Denise Bradford (President & Ceo) $8,971 $0 $0
Patty Stewart (Director) $6,728 $0 $0
Tfields (Treasurer) $3,050 $0 $0
Jacqui Ochoa (Director) $2,692 $0 $0
Patricia Scofield (Director) $2,422 $0 $0
Elise Greyson (Director) $2,422 $0 $0
Donna O'conner (Director) $2,422 $0 $0
Frank Werner (Director) $2,422 $0 $0
Victoria Armstrong (Director) $2,018 $0 $0
Ramona Gonzales (Director) $1,794 $0 $0
Charmaine Potter (Director) $1,794 $0 $0
Stephani Jones (Director) $1,794 $0 $0
Rajadhyaksha (Director) $1,794 $0 $0
Carol Ashdown (Director) $1,133 $0 $0
Wendy Grinstead (Director) $430 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$354,755
Expenses
$330,804
Net Income
$23,951
Net Assets
$530,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $349,658
98.6%
Investment Income $944
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,153
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,037
12.7%
Professional Fundraising Fees $0
Other Salaries and Wages $35,257
10.7%
Assets/Debt
Total Assets $542,115
Total Liabilities $11,116
Net Assets $530,999
Compensation
Key Employees and Officers Compensation Related Other
Denise Bradford (President & Ceo) $8,971 $0 $0
Patty Stewart (Director) $6,728 $0 $0
Victoria Armstrong (Director) $4,037 $0 $0
Jacqui Ochoa (Director) $2,692 $0 $0
Patricia Scofield (Director) $2,422 $0 $0
Elise Greyson (Director) $2,422 $0 $0
Donna O'conner (Director) $2,422 $0 $0
Frank Werner (Director) $2,422 $0 $0
Debbie Osborne (Director) $1,830 $0 $0
Joyanne Goodfellow (Director) $1,794 $0 $0
Charmaine Potter (Director) $1,794 $0 $0
Stephani Jones (Director) $1,794 $0 $0
Rajadhyaksha (Director) $1,794 $0 $0
Tfields (Treasurer) $915 $0 $0
Barbara Schulman (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$349,066
Expenses
$286,670
Net Income
$62,396
Net Assets
$507,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $346,517
99.3%
Investment Income $759
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,790
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $39,075
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $40,726
14.2%
Assets/Debt
Total Assets $515,596
Total Liabilities $8,547
Net Assets $507,049
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schulman (Vice President) $8,971 $0 $0
Patty Stewart (Director) $6,728 $0 $0
D Bradford (Director) $3,229 $0 $0
Janet Henry (Treasurer) $3,050 $0 $0
Jacqui Ochoa (Director) $2,691 $0 $0
Patricia Scofield (Director) $2,422 $0 $0
Elise Greyson (Director) $2,422 $0 $0
Donna O'conner (Director) $2,422 $0 $0
Frank Werner (Director) $2,422 $0 $0
Joyanne Goodfellow (Director) $1,794 $0 $0
Charmaine Potter (Director) $1,794 $0 $0
Victoria Armstrong (Director) $1,130 $0 $0
Chrissy Brothwell (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$379,449
Expenses
$275,398
Net Income
$104,051
Net Assets
$444,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $339,663
89.5%
Investment Income $476
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $39,310
10.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,966
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $39,455
14.3%
Assets/Debt
Total Assets $449,805
Total Liabilities $5,152
Net Assets $444,653
Compensation
Key Employees and Officers Compensation Related Other
Daniel Moon (President) $7,176 $0 $0
Patty Stewart (Director) $6,728 $0 $0
Barbara Schulman (Vice President) $3,588 $0 $0
Chrissy Brothwell (Secretary) $3,050 $0 $0
Janet Henry (Treasurer) $3,050 $0 $0
Elise Greyson (Director) $2,422 $0 $0
Donna O'conner (Director) $2,422 $0 $0
Frank Werner (Director) $2,422 $0 $0
Stephen Miller (Director) $1,794 $0 $0
Charmaine Potter (Director) $1,794 $0 $0
Bradford (Director) $1,794 $0 $0
Patricia Scofield (Director) $484 $0 $0
Pam Bisson (Director) $242 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$327,529
Expenses
$306,410
Net Income
$21,119
Net Assets
$340,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $360
0.1%
Program Services $321,628
98.2%
Investment Income $498
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,043
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $38,518
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $37,033
12.1%
Assets/Debt
Total Assets $387,141
Total Liabilities $46,537
Net Assets $340,604
Compensation
Key Employees and Officers Compensation Related Other
Daniel Moon (President) $7,176 $0 $0
Patty Stewart (Director) $6,728 $0 $0
Barbara Schulman (Vice President) $3,588 $0 $0
Chrissy Brothwell (Secretary) $3,337 $0 $0
Susan Berner (Treasurer) $2,440 $0 $0
Pam Bisson (Director) $2,422 $0 $0
Elise Greyson (Director) $2,422 $0 $0
Donna O'conner (Director) $2,422 $0 $0
Frank Werner (Director) $2,422 $0 $0
Stephen Miller (Director) $1,794 $0 $0
Charmaine Potter (Director) $1,794 $0 $0
Bradford (Director) $1,794 $0 $0
Jeff Tescher (Director) $179 $0 $0
Janet Henry (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$338,652
Expenses
$343,036
Net Income
-$4,384
Net Assets
$319,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $90
0.0%
Program Services $335,196
99.0%
Investment Income $354
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,012
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,229
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $35,046
10.2%
Assets/Debt
Total Assets $351,305
Total Liabilities $31,820
Net Assets $319,485

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$347,309
Expenses
$326,847
Net Income
$20,462
Net Assets
$323,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $150
0.0%
Program Services $341,289
98.3%
Investment Income $350
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,520
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $46,664
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $35,543
10.9%
Assets/Debt
Total Assets $358,422
Total Liabilities $34,554
Net Assets $323,868

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$341,487
Expenses
$312,437
Net Income
$29,050
Net Assets
$303,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $50
0.0%
Program Services $333,034
97.5%
Investment Income $1,135
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,268
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $43,149
13.8%
Professional Fundraising Fees $0
Other Salaries and Wages $31,215
10.0%
Assets/Debt
Total Assets $315,752
Total Liabilities $12,346
Net Assets $303,406

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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