Civic Intelligence

Montebello Teachers Association

990 • Fiscal year 2015 • EIN 95-1958952

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 23, 2016

Organization Profilewww.montebelloteachers.org
918 West Whittier BlvdMontebello, CA 90640

(323) 722-5005

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.00x

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

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

34th percentile

0.4%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$202,722

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Asset Growth

39th percentile

0.4%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

0.8%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$688,075

Up $2,534 (+0.4%) from 2014

Net Assets

Up

$688,075

Up $2,534 (+0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin34th percentile

Revenue

Up

$580,827

Up $4,579 (+0.8%) from 2014

Expenses

Up

$578,293

Up $45,176 (+8.5%) from 2014

Net Income

Down

$2,534

Down $40,597 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $580,139Liabilities 2011: $0Net Assets 2011: $580,1392011Assets 2012: $609,976Liabilities 2012: $0Net Assets 2012: $609,9762012Assets 2013: $642,410Liabilities 2013: $0Net Assets 2013: $642,4102013Assets 2014: $685,541Liabilities 2014: $0Net Assets 2014: $685,5412014Assets 2015: $688,075Liabilities 2015: $0Net Assets 2015: $688,0752015Assets 2016: $684,973Liabilities 2016: $0Net Assets 2016: $684,9732016Assets 2017: $699,275Liabilities 2017: $0Net Assets 2017: $699,2752017Assets 2018: $704,776Liabilities 2018: $0Net Assets 2018: $704,7762018Assets 2019: $704,890Liabilities 2019: $0Net Assets 2019: $704,8902019Assets 2020: $715,200Liabilities 2020: $0Net Assets 2020: $715,2002020Assets 2021: $885,789Liabilities 2021: $0Net Assets 2021: $885,7892021Assets 2022: $930,072Liabilities 2022: $0Net Assets 2022: $930,0722022Assets 2023: $988,185Liabilities 2023: $0Net Assets 2023: $988,1852023Assets 2024: $1,195,901Liabilities 2024: $0Net Assets 2024: $1,195,9012024

Highlighted filing

2015

Assets$688,075
Liabilities$0
Net Assets$688,075
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $599,617Expenses 2011: $607,681Net Income 2011: -$8,0642011Revenue 2012: $574,864Expenses 2012: $545,027Net Income 2012: $29,8372012Revenue 2013: $569,143Expenses 2013: $536,709Net Income 2013: $32,4342013Revenue 2014: $576,248Expenses 2014: $533,117Net Income 2014: $43,1312014Revenue 2015: $580,827Expenses 2015: $578,293Net Income 2015: $2,5342015Revenue 2016: $590,703Expenses 2016: $593,805Net Income 2016: -$3,1022016Revenue 2017: $644,739Expenses 2017: $630,439Net Income 2017: $14,3002017Revenue 2018: $595,294Expenses 2018: $589,791Net Income 2018: $5,5032018Revenue 2019: $600,197Expenses 2019: $600,083Net Income 2019: $1142019Revenue 2020: $601,898Expenses 2020: $591,588Net Income 2020: $10,3102020Revenue 2021: $758,809Expenses 2021: $588,220Net Income 2021: $170,5892021Revenue 2022: $726,447Expenses 2022: $682,164Net Income 2022: $44,2832022Revenue 2023: $780,236Expenses 2023: $722,123Net Income 2023: $58,1132023Revenue 2024: $681,646Expenses 2024: $473,930Net Income 2024: $207,7162024

Highlighted filing

2015

Revenue$580,827
Expenses$578,293
Net Income$2,534
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 23, 2016
Return Version
2014v6.0
Gross Receipts
$597,936
Mission and Program Overview

Mission

To promote the welfare and working conditions of the association's active and retired members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$410,665$433,201▲ $22,536
Savings and Temporary Cash Investments$234,319$236,250▲ $1,931
Cash and Non-Interest-Bearing Accounts$40,557$18,624▼ $21,933
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$685,541$688,075▲ $2,534
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$678,589$681,123▲ $2,534
Temporarily Rstr Net Assets$6,952$6,952→ $0
Total Net Assets Fund Balance$685,541$688,075▲ $2,534
Total Liabilities and Net Assets / Fund Balance$685,541$688,075▲ $2,534

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$94,017$147,622$140,740
Land$324,598-$107,117
Buildings-$291,530$96,205
Equipment$14,586$75,590$90,176
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Lorraine RichardsPresident
Margie GranadoVice President
Andy ShinnDirector
Carmen PatlanDirector
Filiberto ArrizmendiDirector
Kathy ArriolaDirector
Rita GalvanDirector
Sandra De La CruzDirector
Kathy SchlotzExecutive Director
Alma OrtaSecretary
Guillermo SandovalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$552,510
Investment Income
$381
Other Revenue
$27,936
Change in Net Assets
$2,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$580,827
Total Revenue per Audited Statements
$580,827
Total Revenue per Form 990
$580,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$408,982
Other Expenses$169,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$200,971
Pension Plan Contributions---$107,453
Other Employee Benefits---$61,653
Payroll Taxes---$38,905
Occupancy---$30,656
All Other Expenses---$27,938
Office Expenses---$21,849
Fees for Services Accounting---$11,400
Other Expenses---$10,202
Depreciation Depletion---$6,053
Total Functional Expenses$0$0$0$578,293

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$578,293
Total Expenses per Audited Statements$578,293
Total Expenses per Form 990$578,293
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
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed at the board of directors meeting as well as made available to any directors not in attendance at the meeting before the form is filed.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Salaries are in accordance with California Teachers Association negotiated contracts and are approved by the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montebello Teachers Association
EIN
95-1958952
Phone
3237225005
Address
918 West Whittier Blvd, Montebello, CA 90640

Signing Officer

Name
Lorraine Richards
Title
President
Signed
2016-02-23
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Ash W Shenouda CPA
Address
5001 Birch Street, Newport Beach, CA 92660
Preparer
Ash W Shenouda CPA
Phone
9498614396
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CTA Rebates
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2NEA Rebates
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0219758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1294330
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt238422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0219758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1294330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238422
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0353
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0168739
IRS990/PYOtherRevenueAmt020580
IRS990/PYProgramServiceRevenueAmt0555315
IRS990/PYRevenuesLessExpensesAmt043131
IRS990/PYSalariesCompEmpBnftPaidAmt0364378
IRS990/PYTotalExpensesAmt0533117
IRS990/PYTotalRevenueAmt0576248
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02534
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt027936
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0234319
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236250
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0291530
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0195325
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt096205
IRS990ScheduleD/EquipmentGrp/BookValueAmt014586
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075590
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090176
IRS990ScheduleD/ExpensesSubtotalAmt0578293
IRS990ScheduleD/LandGrp/BookValueAmt0324598
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0217481
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107117
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt094017
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0147622
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0100899
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0140740
IRS990ScheduleD/RevenueSubtotalAmt0580827
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0433201
IRS990ScheduleD/TotalExpensesPerForm990Amt0578293
IRS990ScheduleD/TotalRevenuePerForm990Amt0580827
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0580827
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0578293
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0114801
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt077721
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt010200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kathy Schlotz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202722
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed at the board of directors meeting as well as made available to any directors not in attendance at the meeting before the form is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Salaries are in accordance with California Teachers Association negotiated contracts and are approved by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06952
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06952
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0685541
IRS990/TotalAssetsEOYAmt0688075
IRS990/TotalAssetsGrp/BOYAmt0685541
IRS990/TotalAssetsGrp/EOYAmt0688075
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0578293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0685541
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0688075
IRS990/TotalOtherCompensationAmt077721
IRS990/TotalProgramServiceRevenueAmt0552510
IRS990/TotalRevenueGrp/ExclusionAmt028317
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0552510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0580827
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0685541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0688075
IRS990/TotReportableCompRltdOrgAmt0125001
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0678589
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0681123
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.montebelloteachers.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorraine Richards
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montebello Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0951958952
ReturnHeader/Filer/PhoneNum03237225005
ReturnHeader/Filer/USAddress/AddressLine1Txt0918 West Whittier Blvd
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$688,075
Liabilities
$0
Net assets
$688,075
Revenue
$580,827
Expenses
$578,293
Net income
$2,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.68$0.47$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.78$0.72$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.73$0.68$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.76$0.59$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.60$0.59$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.60$0.60$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.60$0.59$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.64$0.63$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.59$0.59$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.58$0.58$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.58$0.53$0.04
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.57$0.54$0.03
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.57$0.55$0.03
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.60$0.61$0.01