Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
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:
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
20th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
4th percentile
Faster asset growth than 4% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
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
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.04 | $0.00 | $0.04 | $1.06 | $1.10 | $0.03 |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.07 | $0.00 | $0.07 | $0.57 | $0.52 | $0.06 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.00 | $0.00 | $0.00 | $0.22 | $0.21 | $0.00 |
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:
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Kimberly Canizalez | President |
| Alexander Dominguez | Member |
| Crystal Pagani | Member |
| Norm Arakaki | Member |
| Sergio Uribe | Secretary |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $331 |
“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.”
“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.”
“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.”
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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| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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: |
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| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 49203 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 49203 |
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| IRS990/BackupWthldComplianceInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Charlie Lopez |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3238551489 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7007 Washington Ave Suite 311 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Whittier |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 90602 |
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| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 37643 |
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| IRS990/CYTotalExpensesAmt | 0 | 1095932 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 331 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 331 |
| IRS990/CYTotalRevenueAmt | 0 | 1063327 |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDING VARIOUS SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES BY OBTAINING AND SUSTAINING EMPLOYMENT. SERVICES INCLUDE: IDENTIFYING EMPLOYMENT INTERESTS, INTERVIEW AND RESUME PREPARATION, CUSTOMIZING JOBS TO MATCH STRENGTHS AND INTEREST, PROVIDE ON THEJOB TRAINING, HELP WITH SSI BENEFIT QUESTIONS, ONGOING SUPPORT TO MAINTAIN JOB STABILITY. |
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| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
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| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
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| IRS990/FederatedCampaignsAmt | 0 | 0 |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 28554 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 6154 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 6154 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 23288 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 23288 |
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| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 331 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Kimberly Canizalez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Sergio Uribe |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Norm Arakaki |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Alexander Dominguez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Crystal Pagani |
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| IRS990/FormationYr | 0 | 2021 |
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| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 0 |
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| IRS990/GovernmentGrantsAmt | 0 | 0 |
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| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 13823 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 13823 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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: |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 37643 |
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| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 37643 |
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| IRS990/OccupancyGrp/TotalAmt | 0 | 24224 |
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| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 23176 |
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| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 36283 |
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| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 882961 |
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| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Charlie Lopez |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ELARC |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CVRC |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | DOR |
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| IRS990/ProgramServiceRevenueGrp/Desc | 4 | FDLRC |
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| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 207700 |
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| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
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| IRS990/PYOtherRevenueAmt | 0 | 30000 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 504193 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 55659 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 387808 |
| IRS990/PYTotalExpensesAmt | 0 | 516469 |
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| IRS990/PYTotalRevenueAmt | 0 | 572128 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -32605 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
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| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 1063327 |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 572149 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 223710 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1859186 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1859186 |
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| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1063327 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 572149 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 223710 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1859186 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1859186 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, Line 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 37643 |
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| IRS990/TotalContributionsAmt | 0 | 13000 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
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| IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
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| IRS990/TotalProgramServiceRevenueAmt | 0 | 1050327 |
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| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 70248 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 37643 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 7935 |
| IRS990/TravelGrp/TotalAmt | 0 | 7935 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 7007 Washington Ave Suite 311 |
| IRS990/USAddress/CityNm | 0 | Whittier |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 90602 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | www.sepunited.org |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Charlie Lopez |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3238551489 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SEP UNITED |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SEPU |
| ReturnHeader/Filer/EIN | 0 | 873314553 |
| ReturnHeader/Filer/PhoneNum | 0 | 5622679419 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7007 Washington Ave Suite 311 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Whittier |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 90602 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/ReturnTs | 0 | 2025-05-12T13:59:51-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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