Civic Intelligence

Westerville Education Association

990EZ • Fiscal year 2017 • EIN 23-7078693

Sep 01, 2016 to Aug 31, 2017 • Filed on May 16, 2018

Organization Profile
519 S Otterbein AveWesterville, OH 43081

(614) 255-6415

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

17th percentile

-9.7%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

64th percentile

$4,620

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

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

Asset Growth

28th percentile

-3.7%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

2nd percentile

-55%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$363,042

Down $13,778 (-3.7%) from 2016

Net Assets

Down

$363,042

Down $13,778 (-3.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin17th percentile

Revenue

Down

$141,549

Down $172,986 (-55%) from 2016

Expenses

Up

$155,327

Up $14,904 (+11%) from 2016

Net Income

Down

-$13,778

Down $187,890 (-108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2011: $141,637Net Assets 2011: $141,6372011Assets 2012: $112,849Net Assets 2012: $112,8492012Assets 2013: $197,409Liabilities 2013: $0Net Assets 2013: $197,4092013Assets 2014: $324,840Liabilities 2014: $0Net Assets 2014: $324,8402014Assets 2015: $202,708Liabilities 2015: $0Net Assets 2015: $202,7082015Assets 2016: $376,820Liabilities 2016: $0Net Assets 2016: $376,8202016Assets 2017: $363,042Liabilities 2017: $0Net Assets 2017: $363,0422017Assets 2018: $442,393Liabilities 2018: $0Net Assets 2018: $442,3932018Assets 2019: $517,960Liabilities 2019: $0Net Assets 2019: $517,9602019Assets 2020: $615,142Liabilities 2020: $0Net Assets 2020: $615,1422020Assets 2021: $559,151Liabilities 2021: $0Net Assets 2021: $559,1512021Assets 2022: $640,690Liabilities 2022: $0Net Assets 2022: $640,6902022Assets 2023: $732,163Liabilities 2023: $0Net Assets 2023: $732,1632023Assets 2024: $822,573Liabilities 2024: $0Net Assets 2024: $822,5732024

Highlighted filing

2017

Assets$363,042
Liabilities$0
Net Assets$363,042
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $198,907Expenses 2011: $151,626Net Income 2011: $47,2812011Revenue 2012: $156,503Expenses 2012: $185,291Net Income 2012: -$28,7882012Revenue 2013: $199,144Expenses 2013: $114,584Net Income 2013: $84,5602013Revenue 2014: $240,966Expenses 2014: $113,535Net Income 2014: $127,4312014Revenue 2015: $42,110Expenses 2015: $164,242Net Income 2015: -$122,1322015Revenue 2016: $314,535Expenses 2016: $140,423Net Income 2016: $174,1122016Revenue 2017: $141,549Expenses 2017: $155,327Net Income 2017: -$13,7782017Revenue 2018: $244,400Expenses 2018: $165,049Net Income 2018: $79,3512018Revenue 2019: $193,398Expenses 2019: $133,656Net Income 2019: $59,7422019Revenue 2020: $192,458Expenses 2020: $111,449Net Income 2020: $81,0092020Revenue 2021: $103,432Expenses 2021: $159,423Net Income 2021: -$55,9912021Revenue 2022: $236,158Expenses 2022: $154,619Net Income 2022: $81,5392022Revenue 2023: $246,746Expenses 2023: $155,273Net Income 2023: $91,4732023Revenue 2024: $178,858Expenses 2024: $88,448Net Income 2024: $90,4102024

Highlighted filing

2017

Revenue$141,549
Expenses$155,327
Net Income-$13,778
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 16, 2018
Return Version
2016v3.0
Gross Receipts
$141,549
Mission and Program Overview

Mission

Represent members and their concerns through advocacy and education.

EDUCATION

Program Services

DescriptionGrantsExpenses
REPRESENT LABOR UNION MEMBERS THROUGH ADVOCACY AND TRAINING--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhonda GilpinPresidentPT$4,620-$4,620
Tom CookVice PresidentPT$3,465-$3,465
David JohnstonTreasurerPT$2,888-$2,888
Kelly ModlichSecretaryPT$2,888-$2,888
Jordi VillanovaBoard Memberfac RepPT$0--
Tami MartineBoard Memberfac RepPT$0--
Mark BruggerBoard Memberfac RepPT$0--
Amanda KoenigBoard Memberfac RepPT$0--
Diana TisdaleBoard Memberfac RepPT$0--
Molly WassmuthBoard Memberfac RepPT$0--
Filing and Contact Details

Filer

Filer Name
Westerville Education Association
EIN
23-7078693
Address
519 S Otterbein Ave, Westerville, OH 43081

Signing Officer

Name
David Johnston
Title
Treasurer
Phone
6142556415
Signed
2018-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hill Lloyd & Welsh LLC
Address
5025 Arlington Centre Blvd Ste 550, Columbus, OH 43220
Preparer
Anne Hill
Phone
6142556415
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOther Income 2,313”

Description of other expenses Part I line 16

“Description AmountRepresentative Assemblies 16,053Office Expense 1,809Governance/Committee 59,924Awards 3,257Stipend/Honorarium 36,180Membership 5,964Insurance 700Scholarship 1,845Ballot initiatives 10,000STRS expense 8,921”

Raw XML Appendix162 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt0144653
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142556415
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ReturnHeader/ReturnTs02018-06-19T12:25:17-04:00
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
$363,042
Liabilities
$0
Net assets
$363,042
Revenue
$141,549
Expenses
$155,327
Net income
-$13,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$1.79$0.88$0.90
2023Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$2.47$1.55$0.91
2022Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$2.36$1.55$0.82
2021Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$1.03$1.59$0.56
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$1.92$1.11$0.81
2019Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$1.93$1.34$0.60
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$2.44$1.65$0.79
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.42$1.55$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$3.15$1.40$1.74
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.42$1.64$1.22
2014Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$2.41$1.14$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$1.99$1.15$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$1.57$1.85$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$1.42$1.99$1.52$0.47