Civic Intelligence

Huntington Beach Elementary Teachers Assoc

990EZ • Fiscal year 2018 • EIN 23-7401738

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 21, 2019

Organization ProfileN/A
20800 Beach Blvd Ste 200Huntington Beach, CA 92648

(714) 536-6166

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

66th percentile

$5,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

4.6%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,216

Up $2,763 (+4.6%) from 2017

Net Assets

Up

$63,216

Up $2,763 (+4.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$70,022

Down $2,265 (-3.1%) from 2017

Expenses

Up

$67,259

Up $5,154 (+8.3%) from 2017

Net Income

Down

$2,763

Down $7,419 (-73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2018

Assets$63,216
Liabilities-
Net Assets$63,216
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$70,022
Expenses$67,259
Net Income$2,763
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 21, 2019
Return Version
2017v2.2
Gross Receipts
$70,022
Mission and Program Overview

Mission

Represent its teacher members

Program Services

DescriptionGrantsExpenses
REPRESENTATION FOR TEACHER MEMBERS--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN WALESPresidentPT$5,000-$5,000
JAN MULHOLLANDVice PresidentPT$3,000-$3,000
BARBARA COLLINSTreasurerPT$3,000-$3,000
DANA PALMERSecretaryPT$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
Jon Wales
Title
President
Phone
7145366166
Signed
2019-01-21
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 8

“MISC INCOME”

Form 990EZ, Part I, Line 16

“AGENCY FEES 79.”

Form 990EZ, Part I, Line 16

“UNISERV 24318.”

Form 990EZ, Part I, Line 16

“MEETINGS 2489.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 17807.”

Form 990EZ, Part I, Line 16

“RELEASE TIME 162.”

Form 990EZ, Part I, Line 16

“RECOGNITION 177.”

Form 990EZ, Part I, Line 16

“RETIREMENT 420.”

Form 990EZ, Part I, Line 16

“STATE FEE 30.”

Form 990EZ, Part I, Line 16

“PUBLIC RELATIONS 200.”

Form 990EZ, Part II, Line 24

“PREPAID STATE TAXES”

Form 990EZ, Part II, Line 26

“ACCRUED EXPENSES”

Raw XML Appendix129 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/BOYAmt060453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063216
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02763
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04577
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060453
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063216
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt070022
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0506
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060453
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063216
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060453
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063216
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/PersonNm0JONATHAN WALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAN MULHOLLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANA PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045682
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT ITS TEACHER MEMBERS
IRS990EZ/ProgramServiceRevenueAmt069516
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067259
IRS990EZ/TotalRevenueAmt070022
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AGENCY FEES 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNISERV 24318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS 2489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP 17807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RELEASE TIME 162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECOGNITION 177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RETIREMENT 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATE FEE 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUBLIC RELATIONS 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID STATE TAXES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCRUED EXPENSES
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145366166
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.66.147
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:45:31
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/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02019-02-27T20:45:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,216
Liabilities
-
Net assets
$63,216
Revenue
$70,022
Expenses
$67,259
Net income
$2,763
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
2018Detailed filing. Detailed filing data is available for this year.$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