Civic Intelligence

Huntington Beach Elementary Teachers Assoc

EIN 23-7401738 • 501(c)5 • Huntington Beach, CA

Profile

Represent its teacher members

20800 Beach Blvd Ste 200Huntington Beach, CA 92648

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

49th percentile

3.2%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-0.4%

Faster asset growth than 43% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

72nd percentile

10%

Faster revenue growth than 72% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,914

Up $5,262 (+6.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$87,914

Up $5,262 (+6.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$94,258

Up $4,549 (+5.1%) from 2024

Expenses

Up

$88,996

Up $2,174 (+2.5%) from 2024

Net Income

Up

$5,262

Up $2,375 (+82%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $59,763Liabilities 2014: $2,556Net Assets 2014: $57,2072014Assets 2015: $51,328Net Assets 2015: $51,3282015Assets 2016: $50,271Net Assets 2016: $50,2712016Assets 2017: $60,453Net Assets 2017: $60,4532017Assets 2018: $63,216Net Assets 2018: $63,2162018Assets 2021: $80,275Net Assets 2021: $80,2752021Assets 2022: $83,365Net Assets 2022: $83,3652022Assets 2023: $79,765Net Assets 2023: $79,7652023Assets 2024: $82,652Net Assets 2024: $82,6522024Assets 2025: $87,914Net Assets 2025: $87,9142025

Highlighted filing

2025

Assets$87,914
Liabilities-
Net Assets$87,914
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $46,502Expenses 2014: $48,792Net Income 2014: -$2,2902014Revenue 2015: $46,232Expenses 2015: $52,111Net Income 2015: -$5,8792015Revenue 2016: $67,043Expenses 2016: $68,100Net Income 2016: -$1,0572016Revenue 2017: $72,287Expenses 2017: $62,105Net Income 2017: $10,1822017Revenue 2018: $70,022Expenses 2018: $67,259Net Income 2018: $2,7632018Revenue 2021: $60,151Expenses 2021: $61,728Net Income 2021: -$1,5772021Revenue 2022: $73,739Expenses 2022: $70,649Net Income 2022: $3,0902022Revenue 2023: $72,441Expenses 2023: $76,041Net Income 2023: -$3,6002023Revenue 2024: $89,709Expenses 2024: $86,822Net Income 2024: $2,8872024Revenue 2025: $94,258Expenses 2025: $88,996Net Income 2025: $5,2622025

Highlighted filing

2025

Revenue$94,258
Expenses$88,996
Net Income$5,262
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,914
Liabilities
-
Net assets
$87,914
Revenue
$94,258
Expenses
$88,996
Net income
$5,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$87.9$87.9$94.3$89.0$5.26
2024Detailed filing. Detailed filing data is available for this year.$82.7$82.7$89.7$86.8$2.89
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.8$79.8$72.4$76.0$3.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.4$83.4$73.7$70.6$3.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.3$80.3$60.2$61.7$1.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.2$63.2$70.0$67.3$2.76
2017Detailed filing. Detailed filing data is available for this year.$60.5$60.5$72.3$62.1$10.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.3$50.3$67.0$68.1$1.06
2015Detailed filing. Detailed filing data is available for this year.$51.3$51.3$46.2$52.1$5.88
2014Detailed filing. Detailed filing data is available for this year.$59.8$2.56$57.2$46.5$48.8$2.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 20, 2026
Return Version
2024v5.2
Gross Receipts
$94,258
Mission and Program Overview

Mission

Represent its teacher members

Program Services

DescriptionGrantsExpenses
REPRESENTATION FOR TEACHER MEMBERS--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN ROBERTSONPresidentPT$5,000-$5,000
JOY FORGIARINIVice PresidentPT$3,000-$3,000
JAMIE ANDERSONTreasurerPT$3,000-$3,000
SARA ADAMSSecretaryPT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Huntington Beach Elementary Teachers Assoc
EIN
23-7401738
Phone
7145366166
Address
20800 BEACH BLVD STE 200, HUNTINGTON BEACH, CA 92648

Signing Officer

Name
Joy Forgianni
Title
President
Phone
7145366166
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Troy Yoshida CPA Inc
Address
5836 CORPORATE AVE STE 100, CYPRESS, CA 90630
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MEETINGS 512.”

Form 990EZ, Part I, Line 16

“MEMBER INVOLVEMENT 639.”

Form 990EZ, Part I, Line 16

“Member recognition awards 129.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 11.”

Form 990EZ, Part I, Line 16

“RELEASE TIME 55.”

Form 990EZ, Part I, Line 16

“UNISERV 69750.”

Form 990EZ, Part II, Line 26

“ACCRUED EXPENSES”

Raw XML Appendix124 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/BusinessName/BusinessNameLine1Txt0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07145365166
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020800 BEACH BLVD STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092648
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082652
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05262
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087914
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt094258
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02008
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087914
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
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/PersonNm0JENN ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOY FORGIARINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071096
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT ITS TEACHER MEMBERS
IRS990EZ/ProgramServiceRevenueAmt092250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088996
IRS990EZ/TotalRevenueAmt094258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS 512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER INVOLVEMENT 639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER RECOGNITION AWARDS 129.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSE 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RELEASE TIME 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNISERV 69750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCRUED EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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 II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY FORGIANNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145366166
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUNTINGTON BEACH ELEMENTARY TEACHERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0237401738
ReturnHeader/Filer/PhoneNum07145366166
ReturnHeader/Filer/USAddress/AddressLine1Txt020800 BEACH BLVD STE 200
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092648
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453773869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05836 CORPORATE AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02026-03-08T13:51:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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