Civic Intelligence

Whittier Elementary Teachers Assoc

990EZ • Fiscal year 2024 • EIN 23-7075528

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 04, 2025

Organization ProfileN/A
7200 South Greenleaf 360Whittier, CA 90602

(562) 716-1266

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-28%

Faster asset growth than 8% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

3.6%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,436

Down $10,480 (-28%) from 2023

Net Assets

Down

$26,436

Down $10,480 (-28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$76,486

Up $2,644 (+3.6%) from 2023

Expenses

Down

$86,966

Down $1,424 (-1.6%) from 2023

Net Income

Up

-$10,480

Up $4,068 (+28%) from 2023

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

2024

Assets$26,436
Liabilities-
Net Assets$26,436
Open 2024 Filing

Operations Trend

Revenue Growth49th 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

2024

Revenue$76,486
Expenses$86,966
Net Income-$10,480
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 4, 2025
Return Version
2023v6.0
Gross Receipts
$76,486
Mission and Program Overview

Mission

MEMBER ADVOCACY

To promote and support members of the organization

Program Services

DescriptionGrantsExpenses
TO ENSURE PROPER REPRESENTATION DURING THE SCHOOL YEAR$0$33,268
ATTEND NATIONAL AND REGIONAL CONVERENCES OF SIMILAR ORGANIZATIONSTO DISCUSS ISSUES RELEVANT TO THE MEMBERSHIP$0$13,179
Compensation and Service Providers
Top Officer Pay46th 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
2025-12-04
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 2514.”

Form 990EZ, Part I, Line 16

“ACCOUNTING 1165.”

Form 990EZ, Part I, Line 16

“BARGAINING 6660.”

Form 990EZ, Part I, Line 16

“BOARD 16165.”

Form 990EZ, Part I, Line 16

“Conference/conventions 13179.”

Form 990EZ, Part I, Line 16

“COUNCIL 3650.”

Form 990EZ, Part I, Line 16

“DUES 1246.”

Form 990EZ, Part I, Line 16

“INSURANCE 343.”

Form 990EZ, Part I, Line 16

“Legislative relations/public relations 599.”

Form 990EZ, Part I, Line 16

“OFFICE 910.”

Form 990EZ, Part I, Line 16

“PROGRAMS 8893.”

Form 990EZ, Part I, Line 16

“SOCIAL & WELFARE 3961.”

Form 990EZ, Part I, Line 16

“SUPPLIES 2763.”

Form 990EZ, Part I, Line 16

“TAXES/AUDIT 134.”

Form 990EZ, Part I, Line 16

“WEBSITE 500.”

Form 990EZ, Part I, Line 16

“ZOOM 256.”

Raw XML Appendix158 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/PersonNm0MATT HARRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum05626938411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07200 SOUTH GREENLEAF ST 360
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06346
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10480
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07477
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036916
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026436
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076486
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0852
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt066774
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036916
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026436
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036916
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026436
IRS990EZ/OccupancyRentUtltsAndMaintAmt017230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherExpensesTotalAmt060424
IRS990EZ/OtherRevenueTotalAmt02514
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND SUPPORT MEMBERS OF THE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01835
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/ProgramServiceExpensesAmt033268
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113179
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086966
IRS990EZ/TotalProgramServiceExpensesAmt046447
IRS990EZ/TotalRevenueAmt076486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETIREMENT TEA 2514.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 1165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BARGAINING 6660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD 16165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCE/CONVENTIONS 13179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL 3650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES 1246.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LEGISLATIVE RELATIONS/PUBLIC RELATIONS 599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE 910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAMS 8893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SOCIAL & WELFARE 3961.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES 2763.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TAXES/AUDIT 134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ZOOM 256.
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA CASTANDEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05627161266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-04
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/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-09T13:09:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,436
Liabilities
-
Net assets
$26,436
Revenue
$76,486
Expenses
$86,966
Net income
-$10,480
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