Civic Intelligence

Montebello Teachers Association

990 • Fiscal year 2020 • EIN 95-1958952

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 15, 2021

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

36th percentile

0.00x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.00x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

28th percentile

1.7%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$274,786

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 45.7% of source-year revenue.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

32nd percentile

1.5%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

0.3%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$715,200

Up $10,310 (+1.5%) from 2019

Net Assets

Up

$715,200

Up $10,310 (+1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin28th percentile

Revenue

Up

$601,898

Up $1,701 (+0.3%) from 2019

Expenses

Down

$591,588

Down $8,495 (-1.4%) from 2019

Net Income

Up

$10,310

Up $10,196 (+8944%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2020

Assets$715,200
Liabilities$0
Net Assets$715,200
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$601,898
Expenses$591,588
Net Income$10,310
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 15, 2021
Return Version
2019v5.2
Gross Receipts
$618,619
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$387,358$375,316▼ $12,042
Savings and Temporary Cash Investments$328,040$329,972▲ $1,932
Cash and Non-Interest-Bearing Accounts$-10,508$9,912▲ $20,420
Total Assets$704,890$715,200▲ $10,310
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$697,938$708,248▲ $10,310
Net Assets With Donor Restrictions$6,952$6,952→ $0
Total Net Assets Fund Balance$704,890$715,200▲ $10,310
Total Liabilities and Net Assets / Fund Balance$704,890$715,200▲ $10,310

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$47,362$207,277$147,240
Land$324,598-$107,117
Buildings$0$291,530$96,205
Equipment$3,356$86,820$90,176
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Doug PatzkowskiPresident
Alma OrtaVice President
Adriana RodriguezDirector
Aura RodriguezDirector
David NavarDirector
Elizabeth KocharianDirector
Jaime QuinteroDirector
Jessica ZwaalDirector
Kathy SchlotzExecutive director
Margie SullivanSecretary
Andy ShinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$580,702
Investment Income
$3,117
Other Revenue
$18,079
Change in Net Assets
$10,310
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$489,827
Other Expenses$101,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$168,230
Other Employee Benefits---$139,411
Pension Plan Contributions---$96,049
Other Salaries and Wages---$86,137
Occupancy---$38,685
Office Expenses---$15,853
Fees for Services Accounting---$11,400
Depreciation Depletion---$7,983
All Other Expenses---$2,742
Other Expenses---$1,468
Total Functional Expenses$0$0$0$591,588
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
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
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
Doug Patzkowski
Title
President
Phone
3237225005
Signed
2021-06-15

Organization Details

Principal Officer
Doug Patzkowski
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 St, Newport Beach, CA 92660
Preparer
Ash W Shenouda
Phone
9498614396
Raw XML Appendix366 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF THE ASSOCIATION'S ACTIVE AND RETIRED MEMBERS.
IRS990/AllOtherExpensesGrp/TotalAmt02742
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY SCHLOTZ EXEC DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum03237225005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0918 W WHITTIER BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTEBELLO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-10508
IRS990/CashNonInterestBearingGrp/EOYAmt09912
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0168230
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03117
IRS990/CYOtherExpensesAmt0101761
IRS990/CYOtherRevenueAmt018079
IRS990/CYProgramServiceRevenueAmt0580702
IRS990/CYRevenuesLessExpensesAmt010310
IRS990/CYSalariesCompEmpBnftPaidAmt0489827
IRS990/CYTotalExpensesAmt0591588
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0601898
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07983
IRS990/Desc0TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF THE ASSOCIATION'S ACTIVE AND RETIRED MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06952
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06952
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10106556
IRS990/Form990PartVIISectionAGrp/PersonNm0Aura Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm1David Navar
IRS990/Form990PartVIISectionAGrp/PersonNm2Jessica Zwaal
IRS990/Form990PartVIISectionAGrp/PersonNm3Elizabeth Kocharian
IRS990/Form990PartVIISectionAGrp/PersonNm4Adriana Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm5Jaime Quintero
IRS990/Form990PartVIISectionAGrp/PersonNm6Doug Patzkowski
IRS990/Form990PartVIISectionAGrp/PersonNm7Andy Shinn
IRS990/Form990PartVIISectionAGrp/PersonNm8Alma Orta
IRS990/Form990PartVIISectionAGrp/PersonNm9Margie Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm10Kathy Schlotz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10168230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0618619
IRS990/GrossRentsGrp/RealAmt034800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03117
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0585627
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0387358
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0375316
IRS990/LandBldgEquipCostOrOtherBssAmt0960943
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt016721
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF THE ASSOCIATION'S ACTIVE AND RETIRED MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0704890
IRS990/NetAssetsOrFundBalancesEOYAmt0715200
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt018079
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0697938
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0708248
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt038685
IRS990/OfficeExpensesGrp/TotalAmt015853
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139411
IRS990/OtherExpensesGrp/Desc0Governance
IRS990/OtherExpensesGrp/Desc1Negotiations
IRS990/OtherExpensesGrp/Desc2Community action & Citi
IRS990/OtherExpensesGrp/Desc3Hospitality
IRS990/OtherExpensesGrp/TotalAmt011631
IRS990/OtherExpensesGrp/TotalAmt16063
IRS990/OtherExpensesGrp/TotalAmt25936
IRS990/OtherExpensesGrp/TotalAmt31468
IRS990/OtherSalariesAndWagesGrp/TotalAmt086137
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt096049
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Doug Patzkowski
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1CTA Rebates
IRS990/ProgramServiceRevenueGrp/Desc2NEA Rebates
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0305086
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1242961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt232655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0305086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1242961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt232655
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0671
IRS990/PYOtherExpensesAmt0121635
IRS990/PYOtherRevenueAmt012060
IRS990/PYProgramServiceRevenueAmt0587466
IRS990/PYRevenuesLessExpensesAmt0114
IRS990/PYSalariesCompEmpBnftPaidAmt0478448
IRS990/PYTotalExpensesAmt0600083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0600197
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010310
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018079
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0328040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0329972
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0291530
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0195325
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt096205
IRS990ScheduleD/EquipmentGrp/BookValueAmt03356
IRS990ScheduleD/EquipmentGrp/DepreciationAmt086820
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090176
IRS990ScheduleD/LandGrp/BookValueAmt0324598
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0217481
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107117
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047362
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0207277
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0107399
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0147240
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0375316
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0168230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt092867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kathy Schlotz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0274786
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0704890
IRS990/TotalAssetsEOYAmt0715200
IRS990/TotalAssetsGrp/BOYAmt0704890
IRS990/TotalAssetsGrp/EOYAmt0715200
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0591588
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0704890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0715200
IRS990/TotalOtherCompensationAmt0106556
IRS990/TotalProgramServiceRevenueAmt0580702
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0601898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0601898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0704890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0715200
IRS990/TotReportableCompRltdOrgAmt0168230
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Doug Patzkowski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03237225005
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
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/PreparerFirmGrp/PreparerFirmEIN0270091760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASH W SHENOUDA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 Birch St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498614396
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ash W Shenouda
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-18T18:49:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$715,200
Liabilities
$0
Net assets
$715,200
Revenue
$601,898
Expenses
$591,588
Net income
$10,310
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