Civic Intelligence

Sep United

EIN 87-3314553 • 501(c)3 • Whittier, CA

Profile

SEP United, Inc. is a non-profit 501(c)(3) organization that maximizes the personal and economic independence of individuals with intellectual and developmental disabilities by helping them obtain and sustain employment in the community. SEP United, Inc. provides services to help individuals with intellectual and developmental disabilities achieve successful employment in the community:

7007 Washington Ave Suite 311Whittier, CA 90602

www.sepunited.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.1%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-46%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

86%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$37,643

Down $32,605 (-46%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$37,643

Down $32,605 (-46%) from 2023

Revenue

Up

$1,063,327

Up $491,199 (+86%) from 2023

Expenses

Up

$1,095,932

Up $579,463 (+112%) from 2023

Net Income

Down

-$32,605

Down $88,264 (-159%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2022: $3,925Liabilities 2022: $0Net Assets 2022: $3,9252022Assets 2023: $70,248Liabilities 2023: $0Net Assets 2023: $70,2482023Assets 2024: $37,643Liabilities 2024: $0Net Assets 2024: $37,6432024

Highlighted filing

2024

Assets$37,643
Liabilities$0
Net Assets$37,643

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $217,082Expenses 2022: $213,157Net Income 2022: $3,9252022Revenue 2023: $572,128Expenses 2023: $516,469Net Income 2023: $55,6592023Revenue 2024: $1,063,327Expenses 2024: $1,095,932Net Income 2024: -$32,6052024

Highlighted filing

2024

Revenue$1,063,327
Expenses$1,095,932
Net Income-$32,605

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$1,063,327
Mission and Program Overview

Mission

SEP United, Inc. is a non-profit 501(c)(3) organization that maximizes the personal and economic independence of individuals with intellectual and developmental disabilities by helping them obtain and sustain employment in the community. SEP United, Inc. provides services to help individuals with intellectual and developmental disabilities achieve successful employment in the community:

About Our Organization SEP United, Inc. is a non-profit 501(c)(3) organization that maximizes the personal and economic independence of individuals with intellectual and developmental disabilities by helping them obtain and sustain employment in the community. SEP United, Inc. provides services to help individuals with intellectual and developmental disabilities achieve successful employment in the community:

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,248$37,643▼ $32,605
Total Assets$70,248$37,643▼ $32,605
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$70,248$37,643▼ $32,605
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$70,248$37,643▼ $32,605
Total Liabilities and Net Assets / Fund Balance$70,248$37,643▼ $32,605
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$13,000
Program Service Revenue
$1,050,327
Investment Income
$0
Other Revenue
$0
All Other Contributions
$13,000
Change in Net Assets
$-32,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$919,244
Other Expenses$176,357
Professional Fundraising Fees$331
Total Fundraising Expense$331
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$882,961--$882,961
All Other Expenses$49,203$0$0$49,203
Other Employee Benefits$36,283--$36,283
Fees for Services Accounting$28,554--$28,554
Occupancy$24,224--$24,224
Fees for Services Other$23,288--$23,288
Office Expenses$23,176--$23,176
Insurance$13,823--$13,823
Travel$7,935--$7,935
Fees for Services Legal$6,154--$6,154
Fees for Services Professional Fundraising--$331$331
Total Functional Expenses$1,095,601$0$331$1,095,932
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$331
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

In SEP UNITED, Inc., the sharing of the Form 990, which is the annual informational return filed with the IRS, typically involves providing the board of directors with a detailed financial snapshot of the organization's operations, financial health, and compliance with tax regulations. This document includes key information such as revenue, expenses, salaries of top executives, and governance policies. Sharing the Form 990 with the board of directors ensures transparency and accountability in financial matters, helping them fulfill their oversight responsibilities effectively. This practice is crucial for maintaining trust among stakeholders and ensuring compliance with legal and regulatory requirements.

Form 990, Part VI, Section B, Line 12C

EP UNITED, Inc. shares its Conflict of Interest Policy with board members and key personnel annually, who disclose any conflicts. These disclosures are reviewed by the board or a committee to assess their impact on decisions. Monitoring involves documenting all disclosures and actions taken in meeting records to ensure transparency and ethical governance within the organization.

Form 990, Part VI, Section C, Line 19

SEP UNITED, Inc. ensures transparency by making its governing documents, including the Conflict of Interest Policy and financial statements, accessible to the public. This is typically achieved by publishing these documents on the organization's official website or providing copies upon request. By doing so, SEP UNITED complies with legal requirements and promotes accountability to stakeholders, fostering trust and transparency in its operations.

Filing and Contact Details

Filer

Filer Name
Sep United
EIN
87-3314553
Phone
5622679419
Address
7007 Washington Ave Suite 311, Whittier, CA 90602

Signing Officer

Name
Charlie Lopez
Title
Executive Director
Phone
3238551489
Signed
2025-05-12

Organization Details

Principal Officer
Charlie Lopez
Formed
2021
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In SEP UNITED, Inc., the sharing of the Form 990, which is the annual informational return filed with the IRS, typically involves providing the board of directors with a detailed financial snapshot of the organization's operations, financial health, and compliance with tax regulations. This document includes key information such as revenue, expenses, salaries of top executives, and governance policies. Sharing the Form 990 with the board of directors ensures transparency and accountability in financial matters, helping them fulfill their oversight responsibilities effectively. This practice is crucial for maintaining trust among stakeholders and ensuring compliance with legal and regulatory requirements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EP UNITED, Inc. shares its Conflict of Interest Policy with board members and key personnel annually, who disclose any conflicts. These disclosures are reviewed by the board or a committee to assess their impact on decisions. Monitoring involves documenting all disclosures and actions taken in meeting records to ensure transparency and ethical governance within the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEP UNITED, Inc. ensures transparency by making its governing documents, including the Conflict of Interest Policy and financial statements, accessible to the public. This is typically achieved by publishing these documents on the organization's official website or providing copies upon request. By doing so, SEP UNITED complies with legal requirements and promotes accountability to stakeholders, fostering trust and transparency in its operations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
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IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt015479
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt015479
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01095601
IRS990/TotalProgramServiceRevenueAmt01050327
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01050327
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01063327
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037643
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07935
IRS990/TravelGrp/TotalAmt07935
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07007 Washington Ave Suite 311
IRS990/USAddress/CityNm0Whittier
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090602
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.sepunited.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlie Lopez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03238551489
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEP UNITED
ReturnHeader/Filer/BusinessNameControlTxt0SEPU
ReturnHeader/Filer/EIN0873314553
ReturnHeader/Filer/PhoneNum05622679419
ReturnHeader/Filer/USAddress/AddressLine1Txt07007 Washington Ave Suite 311
ReturnHeader/Filer/USAddress/CityNm0Whittier
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-12T13:59:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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