Civic Intelligence

Whittier Elementary Teachers Assoc

EIN 23-7075528 • 501(c)5 • Whittier, CA

Profile

Member Advocacy

7200 South Greenleaf 360Whittier, CA 90602

whittiereta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

53rd percentile

5.1%

Higher net margin than 53% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

58%

Faster revenue growth than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,633

Up $6,197 (+23%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$32,633

Up $6,197 (+23%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$120,947

Up $44,461 (+58%) from 2024

Expenses

Up

$114,750

Up $27,784 (+32%) from 2024

Net Income

Up

$6,197

Up $16,677 (+159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2016: $37,650Liabilities 2016: $1,132Net Assets 2016: $36,5182016Assets 2017: $28,058Liabilities 2017: $1,132Net Assets 2017: $26,9262017Assets 2018: $33,691Liabilities 2018: $1,132Net Assets 2018: $32,5592018Assets 2019: $37,821Liabilities 2019: $1,132Net Assets 2019: $36,6892019Assets 2020: $47,239Liabilities 2020: $965Net Assets 2020: $46,2742020Assets 2021: $54,437Net Assets 2021: $54,4372021Assets 2022: $53,134Liabilities 2022: $1,670Net Assets 2022: $51,4642022Assets 2023: $36,916Net Assets 2023: $36,9162023Assets 2024: $26,436Net Assets 2024: $26,4362024Assets 2025: $32,633Net Assets 2025: $32,6332025

Highlighted filing

2025

Assets$32,633
Liabilities-
Net Assets$32,633
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $96,331Expenses 2016: $67,274Net Income 2016: $29,0572016Revenue 2017: $70,299Expenses 2017: $71,803Net Income 2017: -$1,5042017Revenue 2018: $70,064Expenses 2018: $64,431Net Income 2018: $5,6332018Revenue 2019: $73,448Expenses 2019: $69,318Net Income 2019: $4,1302019Revenue 2020: $73,537Expenses 2020: $63,952Net Income 2020: $9,5852020Revenue 2021: $72,276Expenses 2021: $64,113Net Income 2021: $8,1632021Revenue 2022: $73,842Expenses 2022: $76,815Net Income 2022: -$2,9732022Revenue 2023: $73,842Expenses 2023: $88,390Net Income 2023: -$14,5482023Revenue 2024: $76,486Expenses 2024: $86,966Net Income 2024: -$10,4802024Revenue 2025: $120,947Expenses 2025: $114,750Net Income 2025: $6,1972025

Highlighted filing

2025

Revenue$120,947
Expenses$114,750
Net Income$6,197
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,633
Liabilities
-
Net assets
$32,633
Revenue
$120,947
Expenses
$114,750
Net income
$6,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.21$1.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.76$0.87$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.74$0.88$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.51$0.74$0.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.72$0.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.74$0.64$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.73$0.69$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$0.70$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.70$0.72$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.96$0.67$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$120,947
Mission and Program Overview

Mission

MEMBER ADVOCACY

To promote and support members of the organization

Program Services

DescriptionGrantsExpenses
ATTEND NATIONAL AND REGIONAL CONVERENCES OF SIMILAR ORGANIZATIONSTO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP$0$23,958
TO ENSURE PROPER REPRESENTATION DURING THE SCHOOL YEAR$0$18,759
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE McCARTYPresidentPT$0--
ZOILA ESTRADA1st VPPT$0--
WENDY FORTIS2nd VPPT$0--
ERIC RICHARDSONSecretaryPT$0--
MATT HARRISTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Whittier Elementary Teachers Assoc
EIN
23-7075528
Phone
5627161266
Address
7200 SOUTH GREENLEAF 360, WHITTIER, CA 90602

Signing Officer

Name
Gloria Castandea
Title
Treasurer
Phone
5627161266
Signed
2025-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5624009569
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“RETIREMENT TEA 3393.”

Form 990EZ, Part I, Line 16

“ACCOUNTING 3035.”

Form 990EZ, Part I, Line 16

“BARGAINING 8444.”

Form 990EZ, Part I, Line 16

“BOARD 18759.”

Form 990EZ, Part I, Line 16

“Conference/conventions 2779.”

Form 990EZ, Part I, Line 16

“COUNCIL 3800.”

Form 990EZ, Part I, Line 16

“DUES 1065.”

Form 990EZ, Part I, Line 16

“GRANTS 10151.”

Form 990EZ, Part I, Line 16

“INSURANCE 356.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP GIFTS 8913.”

Form 990EZ, Part I, Line 16

“New teacher orientation 710.”

Form 990EZ, Part I, Line 16

“RETIREMENT TEA 3393.”

Form 990EZ, Part I, Line 16

“SOCIAL & WELFARE 5506.”

Form 990EZ, Part I, Line 16

“SUPPLIES 3265.”

Form 990EZ, Part I, Line 16

“TAXES/AUDIT 2888.”

Form 990EZ, Part I, Line 16

“Teacher of the year 7230.”

Form 990EZ, Part I, Line 16

“TRAINING 1402.”

Form 990EZ, Part I, Line 16

“WEBSITE 870.”

Raw XML Appendix161 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/PersonNm0MATT HARRIS
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090602
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013454
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt087109
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026436
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IRS990EZ/OccupancyRentUtltsAndMaintAmt018730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE McCARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZOILA ESTRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY FORTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082566
IRS990EZ/OtherRevenueTotalAmt03393
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND SUPPORT MEMBERS OF THE ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENSURE PROPER REPRESENTATION DURING THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ATTEND NATIONAL AND REGIONAL CONVERENCES OF SIMILAR ORGANIZATIONSTO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018759
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123958
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114750
IRS990EZ/TotalProgramServiceExpensesAmt042717
IRS990EZ/TotalRevenueAmt0120947
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETIREMENT TEA 3393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 3035.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BARGAINING 8444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD 18759.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE/CONVENTIONS 2779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL 3800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES 1065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANTS 10151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 356.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP GIFTS 8913.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NEW TEACHER ORIENTATION 710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RETIREMENT TEA 3393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SOCIAL & WELFARE 5506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SUPPLIES 3265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TAXES/AUDIT 2888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TEACHER OF THE YEAR 7230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TRAINING 1402.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17WEBSITE 870.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA CASTANDEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05627161266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237075528
ReturnHeader/Filer/PhoneNum05627161266
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 SOUTH GREENLEAF 360
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0818136591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05624009569
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-09T13:08:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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