Civic Intelligence

Whittier Elementary Teachers Assoc

990EZ • Fiscal year 2020 • EIN 23-7075528

Sep 01, 2019 to Aug 31, 2020 • Filed on Feb 08, 2021

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

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

0.1%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$47,239

Up $9,418 (+25%) from 2019

Net Assets

Up

$46,274

Up $9,585 (+26%) from 2019

Liabilities

Down

$965

Down $167 (-15%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin56th percentile

Revenue

Up

$73,537

Up $89 (+0.1%) from 2019

Expenses

Down

$63,952

Down $5,366 (-7.7%) from 2019

Net Income

Up

$9,585

Up $5,455 (+132%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$47,239
Liabilities$965
Net Assets$46,274
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$73,537
Expenses$63,952
Net Income$9,585
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Feb 8, 2021
Return Version
2019v5.0
Gross Receipts
$73,537
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$11,728-
ATTEND NATIONAL AND REGIONAL CONFERENCES OF SIMILAR ORGANIZATIONS TO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP$7,185-
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marjean RosenPresident-$0--
Rosanna Perez1st Vice Pres-$0--
Charles Huskins2nd Vice Pres-$0--
Heidi CarriloSecretary-$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
Matthew Harris
Title
Treasurer
Signed
2021-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Weickert Allison Jeter Co Inc
Address
582 S Grand Ave, Covina, CA 91724
Preparer
Anthony Allison CPA
Phone
6263310531
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3221”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7377”

Other Expenses.1012

“Insurance $788”

Other Expenses.1

“Task Force $8374”

Other Expenses.2

“Executive Board $6910”

Other Expenses.3

“Bargaining Team $3354”

Other Expenses.4

“Telephone $2450”

Other Expenses.5

“Equipment Rental & Maintenance $2163”

Other Expenses.6

“Public Relations $339”

Other Expenses.7

“General Association $283”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1132 Accounts Payable and Accrued Expenses - Ending $965”

Raw XML Appendix133 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/BOYAmt037821
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09585
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0839
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047239
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt073537
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt073498
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036689
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036689
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046274
IRS990EZ/OccupancyRentUtltsAndMaintAmt014589
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marjean Rosen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rosanna Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles Huskins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heidi Carrilo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Matthew Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035259
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/GrantsAndAllocationsAmt011728
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013265
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01132
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0965
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063952
IRS990EZ/TotalProgramServiceExpensesAmt018913
IRS990EZ/TotalRevenueAmt073537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WHITTIERETA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $7377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Task Force $8374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Executive Board $6910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bargaining Team $3354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $2450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Equipment Rental & Maintenance $2163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Public Relations $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9General Association $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $1132 Accounts Payable and Accrued Expenses - Ending $965
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-08
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/PreparerFirmEIN0953877060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weickert Allison Jeter Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0582 S Grand Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06263310531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY ALLISON CPA
ReturnHeader/ReturnTs02021-02-08T10:13:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,239
Liabilities
$965
Net assets
$46,274
Revenue
$73,537
Expenses
$63,952
Net income
$9,585
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