Civic Intelligence

Whittier Bar Association

EIN 31-1536191 • 501(c)6 • Whittier, CA

Profile

Provide a forum for legal professionals

PO Box 226Whittier, CA 90608

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$2,224

Down $5,707 (-72%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$2,224

Down $5,707 (-72%) from 2018

Operations
Liabilities / Revenue51st percentileNet Margin75th percentile

Revenue

Up

$14,468

Up $3,772 (+35%) from 2018

Expenses

Up

$12,244

Up $6,262 (+105%) from 2018

Net Income

Down

$2,224

Down $2,490 (-53%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2010: $5,028Net Assets 2010: $5,0282010Assets 2015: $2,699Liabilities 2015: $0Net Assets 2015: $2,6992015Assets 2016: $3,914Liabilities 2016: $0Net Assets 2016: $3,9142016Assets 2017: $3,217Net Assets 2017: $3,2172017Assets 2018: $7,931Net Assets 2018: $7,9312018Assets 2022: $2,224Liabilities 2022: $0Net Assets 2022: $2,2242022

Highlighted filing

2022

Assets$2,224
Liabilities$0
Net Assets$2,224
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2010: $10,290Expenses 2010: $11,027Net Income 2010: -$7372010Revenue 2015: $8,830Expenses 2015: $8,341Net Income 2015: $4892015Revenue 2016: $6,560Expenses 2016: $5,345Net Income 2016: $1,2152016Revenue 2017: $6,555Expenses 2017: $7,252Net Income 2017: -$6972017Revenue 2018: $10,696Expenses 2018: $5,982Net Income 2018: $4,7142018Revenue 2022: $14,468Expenses 2022: $12,244Net Income 2022: $2,2242022

Highlighted filing

2022

Revenue$14,468
Expenses$12,244
Net Income$2,224
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,224
Liabilities
$0
Net assets
$2,224
Revenue
$14,468
Expenses
$12,244
Net income
$2,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$14.5$12.2$2.22
2018Detailed filing. Detailed filing data is available for this year.$7.93$7.93$10.7$5.98$4.71
2017Detailed filing. Detailed filing data is available for this year.$3.22$3.22$6.56$7.25$0.70
2016Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$6.56$5.35$1.22
2015Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$8.83$8.34$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$5.03$10.3$11.0$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2024
Return Version
2022v5.0
Gross Receipts
$14,468
Mission and Program Overview

Mission

Continuing legal education and promotion of the legal profession

Provide a forum for legal professionals

Program Services

DescriptionGrantsExpenses
Free Legal FairBackpack donation to Angel sister FoundationToy Drive for angel sister Foundation--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monique MoncayoPresident-$0--
Samantha H OrtegaVice President-$0--
Melissa RomoTrustee-$0--
Mauro QuinteroTrustee-$0--
Jennifer NakamuraSecretary-$0--
Jennifer CarterTreasurer-$0--
Gia PachecoTrustee-$0--
Ashod MooradianTrustee-$0--
Nicole OrtizTrustee-$0--
Alberto MunozTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Whittier Bar Association
EIN
31-1536191
Address
PO BOX 226, Whittier, CA 90608

Signing Officer

Name
Nicole Ortiz
Title
President
Phone
9999999999
Signed
2024-03-25
Discuss with paid preparer
Yes

Preparer

Firm
California Prime Accountancy Corp
Address
100 E HUNTINGTON DRIVE STE 101, Alhambra, CA 91801
Preparer
Beatriz Phipps MBA CPA
Phone
6266420376
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMeals 830Events 7,599Supplies 1,091Accounting/Tax 625Others 2,099”

Raw XML Appendix144 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/PersonNm0Nicole Ortiz
IRS990EZ/BooksInCareOfDetail/PhoneNum09999999999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Whittier
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02224
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02224
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/GrossReceiptsAmt014468
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014468
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Monique Moncayo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha H Ortega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Romo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mauro Quintero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Nakamura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gia Pacheco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ashod Mooradian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Nicole Ortiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Alberto Munoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012244
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide a forum for legal professionals
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Free Legal FairBackpack donation to Angel sister FoundationToy Drive for angel sister Foundation
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012244
IRS990EZ/TotalRevenueAmt014468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMeals 830Events 7,599Supplies 1,091Accounting/Tax 625Others 2,099
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09999999999
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0311536191
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 226
ReturnHeader/Filer/USAddress/CityNm0Whittier
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954889522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIFORNIA PRIME ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E HUNTINGTON DRIVE STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alhambra
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091801
ReturnHeader/PreparerPersonGrp/PhoneNum06266420376
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beatriz Phipps MBA CPA
ReturnHeader/ReturnTs02024-04-04T11:45:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICOLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORTIZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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