Civic Intelligence

Whittier Elementary Teachers Assoc

990EZ • Fiscal year 2017 • EIN 23-7075528

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 11, 2018

Organization ProfileN/A
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

80th percentile

0.04x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-2.1%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-25%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-27%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$28,058

Down $9,592 (-25%) from 2016

Net Assets

Down

$26,926

Down $9,592 (-26%) from 2016

Liabilities

Flat

$1,132

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin30th percentile

Revenue

Down

$70,299

Down $26,032 (-27%) from 2016

Expenses

Up

$71,803

Up $4,529 (+6.7%) from 2016

Net Income

Down

-$1,504

Down $30,561 (-105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2017

Assets$28,058
Liabilities$1,132
Net Assets$26,926
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

2017

Revenue$70,299
Expenses$71,803
Net Income-$1,504
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 11, 2018
Return Version
2016v3.0
Gross Receipts
$70,299
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$17,270-
ATTEND NATIONAL AND REGIONAL CONFERENCES OF SIMILAR ORGANIZATIONS TO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP$11,547-
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJEAN ROSENPresident-$0--
ROSANNA PEREZVice President-$0--
HEIDI WILSONSecretary-$0--
MATTHEW HARRISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Whittier Elementary Teachers Assoc
EIN
23-7075528
Phone
5626938411
Address
7200 SOUTH GREENLEAF, WHITTIER, CA 90602

Signing Officer

Name
Marjean Rosen
Title
President
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Weickert Allison Jeter Co Inc
Address
1074 S Park View Dr Ste 102, Covina, CA 91724
Preparer
Anthony Allison
Phone
7142571900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3555”

Other Expenses.1007

“Conferences, Conventions, and Meetings $11547”

Other Expenses.1012

“Insurance $339”

Other Expenses.1

“Task Force $14604”

Other Expenses.2

“Executive Board $5829”

Other Expenses.3

“Bargaining Team $2666”

Other Expenses.4

“Equipment Rental & Maintenance $2002”

Other Expenses.5

“Telephone $1470”

Other Expenses.6

“Public Relations $605”

Other Expenses.7

“General Association $348”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1132 Accounts Payable and Accrued Expenses - Ending $1132”

Raw XML Appendix128 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/PersonNm0MARJEAN ROSEN
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/BOYAmt037650
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1504
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01410
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt028058
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt070299
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070270
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026926
IRS990EZ/OccupancyRentUtltsAndMaintAmt012912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARJEAN ROSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSANNA PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-8088
IRS990EZ/OtherExpensesTotalAmt042965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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 CONFERENCES OF SIMILAR ORGANIZATIONS TO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017270
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111547
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014516
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01132
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01132
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071803
IRS990EZ/TotalProgramServiceExpensesAmt028817
IRS990EZ/TotalRevenueAmt070299
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $11547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Task Force $14604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Executive Board $5829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bargaining Team $2666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equipment Rental & Maintenance $2002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone $1470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Public Relations $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9General Association $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $1132 Accounts Payable and Accrued Expenses - Ending $1132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJEAN ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237075528
ReturnHeader/Filer/PhoneNum05626938411
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 SOUTH GREENLEAF
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weickert Allison Jeter Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01074 S Park View Dr Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum07142571900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Allison
ReturnHeader/ReturnTs02018-07-11T17:27:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,058
Liabilities
$1,132
Net assets
$26,926
Revenue
$70,299
Expenses
$71,803
Net income
-$1,504
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