Civic Intelligence

Whittier Bar Association

990EZ • Fiscal year 2017 • EIN 31-1536191

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
PO Box 226Whittier, CA 90608

(562) 597-7070

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-18%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,217

Down $697 (-18%) from 2016

Net Assets

Down

$3,217

Down $697 (-18%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$6,555

Down $5 (-0.1%) from 2016

Expenses

Up

$7,252

Up $1,907 (+36%) from 2016

Net Income

Down

-$697

Down $1,912 (-157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2017

Assets$3,217
Liabilities-
Net Assets$3,217
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

2017

Revenue$6,555
Expenses$7,252
Net Income-$697
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$6,555
Mission and Program Overview

Mission

Continuing legal education and promotion of the legal profession

Program Services

DescriptionGrantsExpenses
CONTINUING LEGAL EDUCATION AND PROMOTION OF THE LEGAL PROFESSION--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE SOLORZANO-KOESTNERCo-President-$0--
MATTHEW SHAHONCo-President-$0--
JOYCE FUJIMAKITrustee-$0--
SYLVIA GONZALEZTreasurer-$0--
GIA PACHECOSecretary-$0--
ELIZABETH J JOHNSONTrustee-$0--
SCOTT JUBERTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Elizabeth J Johnson
Title
Trustee
Signed
2018-05-08

Preparer

Firm
California Prime Accountancy
Address
100 E HUNTINGTON DR STE 101, ALHAMBRA, CA 91801
Preparer
Beatriz Phippsmbacpa
Phone
6266420376
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 7,252 total 7,252”

Raw XML Appendix108 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/PersonNm0ELIZABETH JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05625977070
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013181 CROSSROADS PARKWAY N STE 320
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CITY OF INDUSTRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03914
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03217
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06555
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-697
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03217
IRS990EZ/GrossReceiptsAmt06555
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03217
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03914
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE SOLORZANO-KOESTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW SHAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOYCE FUJIMAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SYLVIA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GIA PACHECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH J JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT JUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07252
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTINUING LEGAL EDUCATION AND PROMOTION OF THE LEGAL PROFESSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING LEGAL EDUCATION AND PROMOTION OF THE LEGAL PROFESSION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07252
IRS990EZ/TotalRevenueAmt06555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 7,252 TOTAL 7,252
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH J JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER BAR ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ELIZABETH J JOHNSON
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/FilingSecurityInformation/AtSubmissionCreationDeviceId008EEC7C073B55EB65DE870F42F0CA250481AF3AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EEE194365EC8224F352A8AFC5DF0B4CA925DC9DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.90.32.153
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:08:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954889522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIFORNIA PRIME ACCOUNTANCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E HUNTINGTON DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALHAMBRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091801
ReturnHeader/PreparerPersonGrp/PhoneNum06266420376
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEATRIZ PHIPPSMBACPA
ReturnHeader/ReturnTs02018-11-14T16:08:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$3,217
Liabilities
-
Net assets
$3,217
Revenue
$6,555
Expenses
$7,252
Net income
-$697
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