Civic Intelligence

Whittier Elementary Teachers Assoc

990EZ • Fiscal year 2016 • EIN 23-7075528

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 17, 2017

Organization ProfileWHITTIERETA.ORG
7200 South GreenleafWhittier, CA 90602

(562) 693-8411

Siviq Scores

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

Liabilities / Assets

77th percentile

0.03x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

30%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

$37,650

No earlier filing loaded for comparison.

Net Assets

$36,518

No earlier filing loaded for comparison.

Liabilities

$1,132

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin91st percentile

Revenue

$96,331

No earlier filing loaded for comparison.

Expenses

$67,274

No earlier filing loaded for comparison.

Net Income

$29,057

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$37,650
Liabilities$1,132
Net Assets$36,518
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$96,331
Expenses$67,274
Net Income$29,057
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 17, 2017
Return Version
2015v3.0
Gross Receipts
$96,331
Mission and Program Overview

Mission

MEMBER ADVOCACY

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND SUPPORT MEMBERS OF THE ORGANIZATION AND TO ENSURE PROPER REPRESENTATION DURING THE SCHOOL YEAR-$14,033
ATTEND NATIONAL AND REGIONAL CONFERANCES OF SIMILAR ORGANIZATIONS TO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP-$8,693
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY GRANADOPresident-$0--
MARJEAN ROSENVice President-$0--
LORRIE FREILICHSecretary-$0--
MATTHEW HARRISTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Anthony Granado
Title
President
Phone
5626938411
Signed
2017-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Eric Ferguson Accountancy Corp
Address
12511 PUTNAM STREET, WHITTIER, CA 90604
Preparer
Eric Ferguson
Phone
7142571900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbargaining team expenses 2,454conferences-conventions-meetings 8,693equipment rental & maintenance 2,157executive board expenses 7,376general association expenses 278insurance 354office expenses 5,673public relations 487task force expenses 11,579telephone 1,436website expenses 468other expenses 305”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable accrued exps 1,132 1,132”

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANTHONY GRANADO
IRS990EZ/BooksInCareOfDetail/PhoneNum05626938411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07200 SOUTH GREENLEAF STE 360
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037650
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029057
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01025
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037650
IRS990EZ/GrossReceiptsAmt096331
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096301
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036518
IRS990EZ/OccupancyRentUtltsAndMaintAmt014091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY GRANADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARJEAN ROSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORRIE FREILICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt041260
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND SUPPORT MEMBERS OF THE ORGANIZATION AND TO ENSURE PROPER REPRESENTATION DURING THE SCHOOL YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ATTEND NATIONAL AND REGIONAL CONFERANCES OF SIMILAR ORGANIZATIONS TO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014033
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18693
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010898
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01132
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01132
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067274
IRS990EZ/TotalProgramServiceExpensesAmt022726
IRS990EZ/TotalRevenueAmt096331
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBARGAINING TEAM EXPENSES 2,454CONFERENCES-CONVENTIONS-MEETINGS 8,693EQUIPMENT RENTAL & MAINTENANCE 2,157EXECUTIVE BOARD EXPENSES 7,376GENERAL ASSOCIATION EXPENSES 278INSURANCE 354OFFICE EXPENSES 5,673PUBLIC RELATIONS 487TASK FORCE EXPENSES 11,579TELEPHONE 1,436WEBSITE EXPENSES 468OTHER EXPENSES 305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE ACCRUED EXPS 1,132 1,132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY GRANADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05626938411
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237075528
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 SOUTH GREENLEAF
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954824650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC FERGUSON ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012511 PUTNAM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITTIER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090604
ReturnHeader/PreparerPersonGrp/PhoneNum07142571900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC FERGUSON
ReturnHeader/ReturnTs02017-04-18T16:42:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,650
Liabilities
$1,132
Net assets
$36,518
Revenue
$96,331
Expenses
$67,274
Net income
$29,057
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