Civic Intelligence

Montebello Teachers Association

990 • Fiscal year 2017 • EIN 95-1958952

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 22, 2017

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

34th percentile

0.00x

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

40th percentile

2.2%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$247,486

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

41st percentile

2.1%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

9.1%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$699,275

Up $14,302 (+2.1%) from 2016

Net Assets

Up

$699,275

Up $14,302 (+2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin40th percentile

Revenue

Up

$644,739

Up $54,036 (+9.1%) from 2016

Expenses

Up

$630,439

Up $36,634 (+6.2%) from 2016

Net Income

Up

$14,300

Up $17,402 (+561%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$699,275
Liabilities$0
Net Assets$699,275
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$644,739
Expenses$630,439
Net Income$14,300
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$668,037
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$425,533$417,190▼ $8,343
Savings and Temporary Cash Investments$243,237$271,431▲ $28,194
Cash and Non-Interest-Bearing Accounts$16,203$10,654▼ $5,549
Total Assets$684,973$699,275▲ $14,302
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$678,021$692,323▲ $14,302
Temporarily Rstr Net Assets$6,952$6,952→ $0
Total Net Assets Fund Balance$684,973$699,275▲ $14,302
Total Liabilities and Net Assets / Fund Balance$684,973$699,275▲ $14,302

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$81,981$172,658$147,240
Land$324,598-$107,117
Buildings$0$291,530$96,205
Equipment$10,611$79,565$90,176
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Lorraine RichardsPresident
Paul ChavezVice President
Doug PatzkowskiDirector
Eddie GarciaDirector
Elizabeth KocharianDirector
Frank ZaragozaDirector
Jaime QuinteroDirector
Melina ValenzuelaDirector
Kathy SchlotzExecutive director
Alma OrtaSecretary
Ed GuzmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$629,600
Investment Income
$322
Other Revenue
$14,817
Change in Net Assets
$14,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$644,739
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$644,739
Total Revenue per Form 990
$644,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$450,672
Other Expenses$179,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$229,607
Pension Plan Contributions---$140,298
Payroll Taxes---$41,522
Other Employee Benefits---$39,245
Occupancy---$32,129
All Other Expenses---$31,572
Office Expenses---$29,143
Fees for Services Accounting---$14,400
Other Expenses---$12,718
Depreciation Depletion---$6,264
Total Functional Expenses$0$0$0$630,439

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$630,439
Total Expenses per Audited Statements$630,439
Total Expenses per Form 990$630,439
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Section A, line 6

“The organization has members”

Form 990, Part VI, Section A, line 8B

“No other committees”

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

“Line 11a explanation - 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, Section B, line 15A

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

Form 990, Part VI, Section C, line 19

“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
Phone
3237225005
Signed
2017-12-22

Organization Details

Principal Officer
Lorraine Richard
Formed
1964
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Ash W Shenouda CPA
Address
5001 Birch Street, Newport Beach, CA 92660
Preparer
Ash W Shenouda
Phone
9498614396
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1:

“Modified Cash”

Raw XML Appendix387 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0143756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt080168
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt010200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kathy Schlotz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0247486
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No other committees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Line 11a explanation - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Salaries are in accordance with California Teachers Association negotiated contracts and are approved by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Modified Cash
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06952
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06952
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0684973
IRS990/TotalAssetsEOYAmt0699275
IRS990/TotalAssetsGrp/BOYAmt0684973
IRS990/TotalAssetsGrp/EOYAmt0699275
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0630439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0684973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699275
IRS990/TotalOtherCompensationAmt093530
IRS990/TotalProgramServiceRevenueAmt0629600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0644739
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0644739
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0684973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699275
IRS990/TotReportableCompRltdOrgAmt0153956
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0678021
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0692323
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0918 West Whittier Blvd
IRS990/USAddress/CityNm0Montebello
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090640
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.montebelloteachers.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lorraine Richards
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03237225005
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-22
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
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D85F55F4E9C3CCCD542A43AA5F160319D5B7AE25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D85F55F4E9C3CCCD542A43AA5F160319D5B7AE25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.183.24.113
ReturnHeader/FilingSecurityInformation/IPDt02017-12-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:39:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270091760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ash W Shenouda CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 Birch Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498614396
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ash W Shenouda
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-22T18:39:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,275
Liabilities
$0
Net assets
$699,275
Revenue
$644,739
Expenses
$630,439
Net income
$14,300
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