Civic Intelligence

Whittier City School District Financing Corporation

990 • Fiscal year 2016 • EIN 91-1876078

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 23, 2017

Organization ProfileN/A
7211 S Whittier AveWhittier, CA 90602

(562) 789-3052

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.87x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

17.04x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$19,749

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2016

Asset Growth

93rd percentile

30%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

12%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$11,797,397

Up $2,700,309 (+30%) from 2015

Net Assets

Up

$1,517,397

Up $200,309 (+15%) from 2015

Liabilities

Up

$10,280,000

Up $2,500,000 (+32%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin14th percentile

Revenue

Up

$603,183

Up $66,474 (+12%) from 2015

Expenses

Down

$697,281

Down $8,485,419 (-92%) from 2015

Net Income

Up

-$94,098

Up $8,551,893 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,253,577Liabilities 2010: $8,475,000Net Assets 2010: $9,778,5772010Assets 2011: $18,193,890Liabilities 2011: $8,345,000Net Assets 2011: $9,848,8902011Assets 2012: $18,111,718Liabilities 2012: $8,215,000Net Assets 2012: $9,896,7182012Assets 2013: $17,988,533Liabilities 2013: $8,075,000Net Assets 2013: $9,913,5332013Assets 2014: $17,893,079Liabilities 2014: $7,930,000Net Assets 2014: $9,963,0792014Assets 2015: $9,097,088Liabilities 2015: $7,780,000Net Assets 2015: $1,317,0882015Assets 2016: $11,797,397Liabilities 2016: $10,280,000Net Assets 2016: $1,517,3972016Assets 2017: $11,633,005Liabilities 2017: $10,105,000Net Assets 2017: $1,528,0052017Assets 2018: $11,443,510Liabilities 2018: $9,915,000Net Assets 2018: $1,528,5102018Assets 2019: $11,244,066Liabilities 2019: $9,710,000Net Assets 2019: $1,534,0662019Assets 2020: $11,019,385Liabilities 2020: $9,485,000Net Assets 2020: $1,534,3852020Assets 2021: $10,815,478Liabilities 2021: $9,240,000Net Assets 2021: $1,575,4782021Assets 2022: $10,551,520Liabilities 2022: $8,970,000Net Assets 2022: $1,581,5202022Assets 2023: $10,327,984Liabilities 2023: $8,680,000Net Assets 2023: $1,647,9842023Assets 2024: $10,087,636Liabilities 2024: $8,365,000Net Assets 2024: $1,722,6362024

Highlighted filing

2016

Assets$11,797,397
Liabilities$10,280,000
Net Assets$1,517,397
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $562,9792010Revenue 2011: $581,437Expenses 2011: $511,124Net Income 2011: $70,3132011Expenses 2012: $529,4202012Expenses 2013: $534,8952013Revenue 2014: $534,438Expenses 2014: $484,892Net Income 2014: $49,5462014Revenue 2015: $536,709Expenses 2015: $9,182,700Net Income 2015: -$8,645,9912015Revenue 2016: $603,183Expenses 2016: $697,281Net Income 2016: -$94,0982016Revenue 2017: $619,285Expenses 2017: $608,677Net Income 2017: $10,6082017Revenue 2018: $619,566Expenses 2018: $619,061Net Income 2018: $5052018Revenue 2019: $632,600Expenses 2019: $627,044Net Income 2019: $5,5562019Revenue 2020: $638,784Expenses 2020: $638,465Net Income 2020: $3192020Revenue 2021: $640,213Expenses 2021: $599,120Net Income 2021: $41,0932021Revenue 2022: $619,767Expenses 2022: $613,725Net Income 2022: $6,0422022Revenue 2023: $697,645Expenses 2023: $622,636Net Income 2023: $75,0092023Revenue 2024: $704,587Expenses 2024: $635,537Net Income 2024: $69,0502024

Highlighted filing

2016

Revenue$603,183
Expenses$697,281
Net Income-$94,098
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 23, 2017
Return Version
2015v3.0
Gross Receipts
$603,183
Mission and Program Overview

Mission

Render financial assistance to the whittier city school district.

The primary purpose of the organization is to provide funds for construction of facilities and purchase equipment for whittier city school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,317,088$1,517,397▲ $200,309
Savings and Temporary Cash Investments$1,315,684$1,515,676▲ $199,992
Accounts Receivable$1,404$1,721▲ $317
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,097,088$11,797,397▲ $2,700,309
Other Assets Total$7,780,000$10,280,000▲ $2,500,000
Liabilities
Tax Exempt Bond Liabilities$7,780,000$10,280,000▲ $2,500,000
Total Liabilities$7,780,000$10,280,000▲ $2,500,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,317,088$1,517,397▲ $200,309
Total Liabilities and Net Assets / Fund Balance$9,097,088$11,797,397▲ $2,700,309

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,280,000--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleOtherTotal
Efrain AcevesVice President$19,749$19,749
Dr Irella PerezPresident$19,210$19,210
Cecilia PerezClerk$2,818$2,818
Ken HendersonMember$2,818$2,818
Linda SmallMember$2,818$2,818
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$603,183
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-94,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$697,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$281,393--$281,393
Other Expenses$185,888--$185,888
Total Functional Expenses$697,281$0$0$697,281
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWhittier City School District Financing Corporation2015-09-01$10,510,000Refunding of 1997 and 1998 issues

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,396,195-$230,000$371,254

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the return will be given to the board members before the filing of the return”

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

“Annual disclosures are made and monitored, if a conflict arises the board member is asked to excuse himself or herself fom all voting and discussions on the issue.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at the business address during normal business hours”

Filing and Contact Details

Filer

Filer Name
Whittier City School District
EIN
91-1876078
Phone
5627893052
Address
7211 S WHITTIER AVE, WHITTIER, CA 90602

Signing Officer

Name
Jon Mc Neil
Title
Assistant Superintendent
Phone
5627893052
Signed
2017-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Mc Neil
Formed
1898
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Vavrinektrineday & Co Llp
Address
10681 FOOTHILL BLVD SUITE 300, RANCHO CUCAMONGA, CA 91730
Preparer
Matthew S Miller
Phone
9094664410
Raw XML Appendix356 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN WILL BE GIVEN TO THE BOARD MEMBERS BEFORE THE FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL DISCLOSURES ARE MADE AND MONITORED, IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF OR HERSELF FOM ALL VOTING AND DISCUSSIONS ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07211 S WHITTIER AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WHITTIER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090602
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WHITTIER CITY SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt07780000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt010280000
IRS990/TaxExemptBondsInd01
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09097088
IRS990/TotalAssetsEOYAmt011797397
IRS990/TotalAssetsGrp/BOYAmt09097088
IRS990/TotalAssetsGrp/EOYAmt011797397
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0697281
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07780000
IRS990/TotalLiabilitiesEOYAmt010280000
IRS990/TotalLiabilitiesGrp/BOYAmt07780000
IRS990/TotalLiabilitiesGrp/EOYAmt010280000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01317088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01517397
IRS990/TotalOtherCompensationAmt033323
IRS990/TotalProgramServiceExpensesAmt0697281
IRS990/TotalProgramServiceRevenueAmt0603183
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0603183
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0603183
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09097088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011797397
IRS990/TotReportableCompRltdOrgAmt014090
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07211 S WHITTIER AVE
IRS990/USAddress/CityNm0WHITTIER
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090602
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON MC NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05627893052
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER CITY SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FINANCING CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0911876078
ReturnHeader/Filer/PhoneNum05627893052
ReturnHeader/Filer/USAddress/AddressLine1Txt07211 S WHITTIER AVE
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952648289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAVRINEKTRINEDAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW S MILLER
ReturnHeader/ReturnTs02017-03-09T19:15:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,797,397
Liabilities
$10,280,000
Net assets
$1,517,397
Revenue
$603,183
Expenses
$697,281
Net income
-$94,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$8.37$1.72$0.70$0.64$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$8.68$1.65$0.70$0.62$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$8.97$1.58$0.62$0.61$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$9.24$1.58$0.64$0.60$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$9.49$1.53$0.64$0.64$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$9.71$1.53$0.63$0.63$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$9.92$1.53$0.62$0.62$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$10.1$1.53$0.62$0.61$0.01
2016Detailed filing. Detailed filing data is available for this year.$11.8$10.3$1.52$0.60$0.70$0.09
2015Detailed filing. Detailed filing data is available for this year.$9.10$7.78$1.32$0.54$9.18$8.65
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$7.93$9.96$0.53$0.48$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$8.08$9.91$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$8.22$9.90$0.53
2011Summary only. Only limited summary data is available for this year.$18.2$8.35$9.85$0.58$0.51$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$8.48$9.78$0.56