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California Teachers Association

Alum Rock Educators Assoc
  • San Jose, CA
  • Tax-exempt since Dec. 1976
  • EIN: 51-0159373

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
$217k (2023)

Expenses
$148k (2023)

Total Assets
$398k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$217,465
Expenses
$147,907
Net Income
$69,558
Net Assets
$398,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $217,406
100.0%
Investment Income $59
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $398,288
Total Liabilities $0
Net Assets $398,288
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (Past President) $0 $0 $0
Sandra Rivera (President) $0 $0 $0
John Fitzhugh (Past Treasurer) $0 $0 $0
Emily Mcchristian (Secretary) $0 $0 $0
Tobi Nielson (Corresp. Sec.) $0 $0 $0
Danielle Letts (Treasurer) $0 $0 $0
Addie Vane (Director) $0 $0 $0
Teodalinda Mendoza (Director) $0 $0 $0
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Document Links

990
Filed on Aug. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,567
Expenses
$178,095
Net Income
$25,472
Net Assets
$328,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $203,526
100.0%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $328,730
Total Liabilities $0
Net Assets $328,730
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
John Fitzhugh (Treasurer) $0 $0 $0
Emily Mcchristian (President) $0 $0 $0
Tobi Nielson (Corresp. Sec.) $0 $0 $0
Danielle Letts (President) $0 $0 $0
Addie Vane (Director) $0 $0 $0
Jessica Livoti (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 8, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$220,084
Expenses
$162,986
Net Income
$57,098
Net Assets
$303,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $219,881
99.9%
Investment Income $203
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $306,258
Total Liabilities $3,000
Net Assets $303,258
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
John Fitzhugh (Treasurer) $0 $0 $0
Emily Mcchristian (Recording Sec) $0 $0 $0
Tobi Nielsen (Corresp. Sec.) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Addie Vane (Director) $0 $0 $0
Jessica Livoti (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,379
Expenses
$177,294
Net Income
$36,085
Net Assets
$246,160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $213,157
99.9%
Investment Income $222
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $246,160
Total Liabilities $0
Net Assets $246,160
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
Emily Mcchristian (Recording Sec) $0 $0 $0
Seyem Loeffler Estep (Treasurer) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Nannette Reeves (Director) $0 $0 $0
Maimona Berta (Director) $0 $0 $0
Sherry Duarte (Sccscc Rep) $0 $0 $0
Hushi Natividad (Director) $0 $0 $0
Ryan Jaeger (Mt Ham Rep) $0 $0 $0
Rios Cervantes Alondra (Director) $0 $0 $0
Loretta Tanner (Elections Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on July 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,979
Expenses
$178,434
Net Income
$66,545
Net Assets
$210,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $244,760
99.9%
Investment Income $219
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $210,075
Total Liabilities $0
Net Assets $210,075
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
Tony Colonna (Director) $0 $0 $0
Seyem Loeffler Estep (Treasurer) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Maimona Berta (Director) $0 $0 $0
Sherry Duarte (Sccscc Rep) $0 $0 $0
Ryan Jaeger (Mt Ham Rep) $0 $0 $0
Loretta Tanner (Elections Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on June 3, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,733
Expenses
$164,478
Net Income
$106,255
Net Assets
$143,530
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $270,638
100.0%
Investment Income $95
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $174,193
Total Liabilities $30,663
Net Assets $143,530
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
Tony Colonna (Director) $0 $0 $0
Emily Mcchristian (Rec. Secretary) $0 $0 $0
Seyem Loeffler Estep (Treasurer) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Nate Dawson (State Council) $0 $0 $0
Maimona Berta (Director) $0 $0 $0
Sherry Duarte (Sccscc Rep) $0 $0 $0
Ryan Jaeger (Mt Ham Rep) $0 $0 $0
Loretta Tanner (Elections Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on July 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,025
Expenses
$221,319
Net Income
-$14,294
Net Assets
$37,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,944
100.0%
Investment Income $81
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,268
Total Liabilities $63,993
Net Assets $37,275
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
Emily Mcchristian (Rec. Secretary) $0 $0 $0
Seyem Loeffler Estep (Treasurer) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Nate Dawson (State Council) $0 $0 $0
Sherry Duarte (Comm. Outreach) $0 $0 $0
Ryan Jaeger (Mh Rep) $0 $0 $0
Randy Barber (Director) $0 $0 $0
Loretta Tanner (Elections Chair) $0 $0 $0
Tony Colonna (Benefits Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on March 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,695
Expenses
$212,576
Net Income
-$4,881
Net Assets
$51,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $207,274
99.8%
Investment Income $80
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $341
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $51,569
Total Liabilities $0
Net Assets $51,569
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Merz (President) $0 $0 $0
Sandra Rivera (Vice President) $0 $0 $0
Kristie Summers (Corr. Secretary) $0 $0 $0
Maria Martinez (Rec. Secretary) $0 $0 $0
Seyem Loeffler (Treasurer) $0 $0 $0
Danielle Letts (Director) $0 $0 $0
Nate Dawson (State Council) $0 $0 $0
Amanda Westman (Social Media) $0 $0 $0
Sherry Duarte (Comm. Outreach) $0 $0 $0
Ryan Jaeger (Mh Rep) $0 $0 $0
Randy Barber (Director) $0 $0 $0
Loretta Tanner (Elections Chair) $0 $0 $0
Tony Colonna (Benefits Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$178,878
Expenses
$208,659
Net Income
-$29,781
Net Assets
$56,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $96
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $101
0.1%
Assets/Debt
Total Assets $57,326
Total Liabilities $876
Net Assets $56,450
Compensation
Key Employees and Officers Compensation Other
Jocelyn Merz (President) $0 $0
Sandra Rivera (Vice President) $0 $0
Kristie Summers (Corr. Secretary) $0 $0
Maria Martinez (Rec. Secretary) $0 $0
Seyem Loeffler (Treasurer) $0 $0
Danielle Letts (Director) $0 $0
Nate Dawson (State Council) $0 $0
Amanda Westman (Social Media) $0 $0
Sherry Duarte (Comm. Outreach) $0 $0
Ryan Jaeger (Mh Rep) $0 $0
Randy Barber (Director) $0 $0
Loretta Tanner (Elections Chair) $0 $0
Tony Colonna (Benefits Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 2, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$186,667
Expenses
$193,525
Net Income
-$6,858
Net Assets
$86,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $106
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19
0.0%
Assets/Debt
Total Assets $86,231
Total Liabilities $0
Net Assets $86,231
Compensation
Key Employees and Officers Compensation Other
Jocelyn Merz (President) $0 $0
Sandra Rivera (Vice President) $0 $0
Kristie Summers (Rec. Secretary) $0 $0
Maria Martinez (Corr. Secretary) $0 $0
Seyem Loeffler (Treasurer) $0 $0
Danielle Letts (Director) $0 $0
Nate Dawson (State Council) $0 $0
Amanda Wesrman (Social Media) $0 $0
Sherry Duarte (Comm. Outreach) $0 $0
Debra Locke (Pac Treasurer) $0 $0
Ryan Jaeger (Mh Rep) $0 $0
Randy Barber (Barg. Chair) $0 $0
Marc Shaw (Elections Chair) $0 $0
Cathy Flores (Scc Rep) $0 $0
Tony Colonna (Benefits Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 5, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$195,275
Expenses
$185,108
Net Income
$10,167
Net Assets
$93,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $416
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $487
0.2%
Assets/Debt
Total Assets $93,089
Total Liabilities $0
Net Assets $93,089

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$199,869
Expenses
$188,710
Net Income
$11,159
Net Assets
$82,922
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $457
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21
0.0%
Assets/Debt
Total Assets $82,922
Total Liabilities $0
Net Assets $82,922

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$172,539
Expenses
$197,055
Net Income
-$24,516
Net Assets
$71,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $511
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $71,763
Total Liabilities $0
Net Assets $71,763

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About 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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated