Civic Intelligence

Whittier Secondary Education Association

990 • Fiscal year 2019 • EIN 95-2293671

Sep 01, 2018 to Aug 31, 2019 • Filed on Mar 31, 2020

Organization ProfileN/A
9401 S Painter AveWhittier, CA 90605

(562) 698-8121

Siviq Scores

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

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.02x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-0.5%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-3.5%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$280,915

Down $142 (-0.1%) from 2018

Net Assets

Down

$277,857

Down $662 (-0.2%) from 2018

Liabilities

Up

$3,058

Up $520 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin36th percentile

Revenue

Down

$135,358

Down $4,971 (-3.5%) from 2018

Expenses

Down

$136,020

Down $2,988 (-2.1%) from 2018

Net Income

Down

-$662

Down $1,983 (-150%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2012: $364,605Liabilities 2012: $02012Assets 2013: $383,249Liabilities 2013: $02013Assets 2014: $380,426Liabilities 2014: $02014Assets 2015: $392,175Liabilities 2015: $1,2102015Assets 2016: $277,817Liabilities 2016: $0Net Assets 2016: $277,8172016Assets 2017: $277,198Liabilities 2017: $0Net Assets 2017: $277,1982017Assets 2018: $281,057Liabilities 2018: $2,538Net Assets 2018: $278,5192018Assets 2019: $280,915Liabilities 2019: $3,058Net Assets 2019: $277,8572019Assets 2020: $281,991Liabilities 2020: $3,058Net Assets 2020: $278,9332020Assets 2021: $282,720Liabilities 2021: $3,059Net Assets 2021: $279,6612021Assets 2022: $282,049Liabilities 2022: $3,058Net Assets 2022: $278,9912022Assets 2023: $276,757Liabilities 2023: $0Net Assets 2023: $276,7572023Assets 2024: $283,859Liabilities 2024: $5,815Net Assets 2024: $278,0442024Assets 2025: $278,445Liabilities 2025: $5,250Net Assets 2025: $273,1952025

Highlighted filing

2019

Assets$280,915
Liabilities$3,058
Net Assets$277,857
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $128,438Expenses 2012: $116,326Net Income 2012: $12,1122012Revenue 2013: $129,494Expenses 2013: $118,241Net Income 2013: $11,2532013Revenue 2014: $125,270Expenses 2014: $119,955Net Income 2014: $5,3152014Revenue 2015: $141,695Expenses 2015: $131,156Net Income 2015: $10,5392015Revenue 2016: $144,274Expenses 2016: $268,542Net Income 2016: -$124,2682016Revenue 2017: $136,222Expenses 2017: $136,841Net Income 2017: -$6192017Revenue 2018: $140,329Expenses 2018: $139,008Net Income 2018: $1,3212018Revenue 2019: $135,358Expenses 2019: $136,020Net Income 2019: -$6622019Revenue 2020: $123,757Expenses 2020: $124,215Net Income 2020: -$4582020Revenue 2021: $120,722Expenses 2021: $119,994Net Income 2021: $7282021Revenue 2022: $122,964Expenses 2022: $123,634Net Income 2022: -$6702022Revenue 2023: $123,619Expenses 2023: $125,853Net Income 2023: -$2,2342023Revenue 2024: $143,409Expenses 2024: $142,122Net Income 2024: $1,2872024Revenue 2025: $147,497Expenses 2025: $152,346Net Income 2025: -$4,8492025

Highlighted filing

2019

Revenue$135,358
Expenses$136,020
Net Income-$662
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 31, 2020
Return Version
2018v3.1
Gross Receipts
$135,358
Mission and Program Overview

Mission

To represent members both colllelctively and individually in matters arising from interpretation and application of policies and regulations before the whittier unified school district officials.

To represent members both collectively and individually in matters arising from interpretation and application of policies and regulations before the whittier unified school district officials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$231,820$232,749▲ $929
Cash and Non-Interest-Bearing Accounts$42,829$44,540▲ $1,711
Land, Buildings, and Equipment, Net$4,463$2,843▼ $1,620
Prepaid Expenses and Deferred Charges$768$783▲ $15
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-
Total Assets$281,057$280,915▼ $142
Other Assets Total$1,177$0▼ $1,177
Liabilities
Accounts Payable and Accrued Expenses$2,538$3,058▲ $520
Total Liabilities$2,538$3,058▲ $520
Net Assets / Fund Balance
Unrestricted Net Assets$278,519$277,857▼ $662
Total Net Assets Fund Balance$278,519$277,857▼ $662
Total Liabilities and Net Assets / Fund Balance$281,057$280,915▼ $142

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,843$8,620$11,463
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alex MckenziePresidentPT$12,000$12,000
Mark GottsPresident ElectPT$6,000$6,000

Board Members and Trustees

NameTitle
Robin MerloVice President
Davic MaustDirector
Deepa PatelDirector
Lori ColinDirector
Matt FrancevDirector
Alethea ShallbetterSecretary
Virginia GlasscockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$134,429
Investment Income
$929
Other Revenue
$0
Change in Net Assets
$-662

Audited Revenue Reconciliation

Revenue per Audited Statements
$135,358
Total Revenue per Audited Statements
$135,358
Total Revenue per Form 990
$135,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$104,767
Other Expenses$31,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,000--$55,000
Other Employee Benefits$20,273$5,069-$25,342
Current Officers, Directors, Trustees, and Key Employees$14,400$3,600-$18,000
Occupancy$9,600--$9,600
Payroll Taxes$5,140$1,285-$6,425
Fees for Services Accounting-$5,206-$5,206
All Other Expenses$2,635$604-$3,239
Conferences and Meetings$2,568$642-$3,210
Insurance$2,276$569-$2,845
Depreciation Depletion$1,621--$1,621
Other Expenses$859$215-$1,074
Total Functional Expenses$118,576$17,444$0$136,020

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$136,020
Total Expenses per Audited Statements$136,020
Total Expenses per Form 990$136,020
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
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
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of form 990 was circulated among board members present during the meeting.”

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

“A budget committee makes all recomendations for the coming year to the Board of directors before presenting the next year's budget to the rep council for approval.”

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

“The monthly budget vs. actual is attached to the agenda and distributed to every rep prior to the monthly rep council meeting.”

Filing and Contact Details

Filer

Filer Name
Whitter Secondary Education Association
EIN
95-2293671
Phone
5626988121
Address
9401 S PAINTER AVE, WHITTIER, CA 90605

Signing Officer

Name
Alex Mckenzie
Title
President
Signed
2020-03-31
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Jerome R Kern CPA
Address
1622 W 9TH ST, POMONA, CA 91766-2503
Preparer
Jerome Kern
Phone
9513167848
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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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IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0768
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0783
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0IN-KIND DONATION RENTAL
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc3REPRESENTATIVE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1124975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-314
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0925
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031712
IRS990/PYProgramServiceRevenueAmt0139404
IRS990/PYRevenuesLessExpensesAmt01321
IRS990/PYSalariesCompEmpBnftPaidAmt0107296
IRS990/PYTotalExpensesAmt0139008
IRS990/PYTotalRevenueAmt0140329
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-662
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231820
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232749
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0136020
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02843
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08620
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011463
IRS990ScheduleD/RevenueSubtotalAmt0135358
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02843
IRS990ScheduleD/TotalExpensesPerForm990Amt0136020
IRS990ScheduleD/TotalRevenuePerForm990Amt0135358
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0135358
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0136020
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of form 990 was circulated among board members present during the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A budget committee makes all recomendations for the coming year to the Board of directors before presenting the next year's budget to the rep council for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The monthly budget vs. actual is attached to the agenda and distributed to every rep prior to the monthly rep council meeting.
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0281057
IRS990/TotalAssetsEOYAmt0280915
IRS990/TotalAssetsGrp/BOYAmt0281057
IRS990/TotalAssetsGrp/EOYAmt0280915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017444
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118576
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02538
IRS990/TotalLiabilitiesEOYAmt03058
IRS990/TotalLiabilitiesGrp/BOYAmt02538
IRS990/TotalLiabilitiesGrp/EOYAmt03058
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0278519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277857
IRS990/TotalProgramServiceRevenueAmt0134429
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0135358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135358
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0281057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0280915
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0278519
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0277857
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09401 S PAINTER AVE 514
IRS990/USAddress/CityNm0WHITTIER
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090605
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTER SECONDARY EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0952293671
ReturnHeader/Filer/PhoneNum05626988121
ReturnHeader/Filer/USAddress/AddressLine1Txt09401 S PAINTER AVE
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEROME R KERN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01622 W 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917662503
ReturnHeader/PreparerPersonGrp/PhoneNum09513167848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME KERN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-31T10:55:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,915
Liabilities
$3,058
Net assets
$277,857
Revenue
$135,358
Expenses
$136,020
Net income
-$662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$1.47$1.52$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.06$2.78$1.43$1.42$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.24$1.26$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$1.23$1.24$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.03$2.80$1.21$1.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$1.24$1.24$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.03$2.78$1.35$1.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.03$2.79$1.40$1.39$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.36$1.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.44$2.69$1.24
2015Summary only. Only limited summary data is available for this year.$3.92$0.01$1.42$1.31$0.11
2014Summary only. Only limited summary data is available for this year.$3.80$0.00$1.25$1.20$0.05
2013Summary only. Only limited summary data is available for this year.$3.83$0.00$1.29$1.18$0.11
2012Summary only. Only limited summary data is available for this year.$3.65$0.00$1.28$1.16$0.12