Civic Intelligence

Whittier Secondary Education Association

990 • Fiscal year 2017 • EIN 95-2293671

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 11, 2018

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

53rd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-0.2%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

27th percentile

-5.6%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$277,198

Down $619 (-0.2%) from 2016

Net Assets

Down

$277,198

Down $619 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin35th percentile

Revenue

Down

$136,222

Down $8,052 (-5.6%) from 2016

Expenses

Down

$136,841

Down $131,701 (-49%) from 2016

Net Income

Up

-$619

Up $123,649 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$277,198
Liabilities$0
Net Assets$277,198
Open 2017 Filing

Operations Trend

Revenue Growth27th 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

2017

Revenue$136,222
Expenses$136,841
Net Income-$619
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$136,222
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$248,792$230,895▼ $17,897
Cash and Non-Interest-Bearing Accounts$22,703$38,192▲ $15,489
Land, Buildings, and Equipment, Net$4,610$6,166▲ $1,556
Prepaid Expenses and Deferred Charges$768$768→ $0
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$277,817$277,198▼ $619
Other Assets Total$944$1,177▲ $233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$277,817$277,198▼ $619
Total Net Assets Fund Balance$277,817$277,198▼ $619
Total Liabilities and Net Assets / Fund Balance$277,817$277,198▼ $619

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,166$5,297$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
Alethea ShallbetterDirector
Bill BraicovDirector
Davic MaustDirector
Deepa PatelDirector
Matt FrancevDirector
Bill BraicovSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$135,247
Investment Income
$975
Other Revenue
$0
Change in Net Assets
$-619

Audited Revenue Reconciliation

Revenue per Audited Statements
$136,222
Total Revenue per Audited Statements
$136,222
Total Revenue per Form 990
$136,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$104,978
Other Expenses$31,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,170$11,042-$55,212
Other Employee Benefits$20,166$5,041-$25,207
Current Officers, Directors, Trustees, and Key Employees$14,400$3,600-$18,000
Occupancy$9,600--$9,600
Payroll Taxes$5,247$1,312-$6,559
Fees for Services Accounting-$5,115-$5,115
Conferences and Meetings$3,026$757-$3,783
Insurance$2,903$726-$3,629
Office Expenses$1,843$292-$2,135
Depreciation Depletion$1,406--$1,406
All Other Expenses$518$273-$791
Other Expenses$530$132-$662
Total Functional Expenses$108,316$28,525$0$136,841

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$136,841
Total Expenses per Audited Statements$136,841
Total Expenses per Form 990$136,841
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
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
2018-01-11
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/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0768
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0768
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/RelatedOrExemptFuncIncomeAmt1123012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2691
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1123012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2691
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31944
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0973
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029372
IRS990/PYProgramServiceRevenueAmt0143301
IRS990/PYRevenuesLessExpensesAmt0-124268
IRS990/PYSalariesCompEmpBnftPaidAmt0239170
IRS990/PYTotalExpensesAmt0268542
IRS990/PYTotalRevenueAmt0144274
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-619
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0248792
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0230895
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0136841
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06166
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05297
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011463
IRS990ScheduleD/RevenueSubtotalAmt0136222
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06166
IRS990ScheduleD/TotalExpensesPerForm990Amt0136841
IRS990ScheduleD/TotalRevenuePerForm990Amt0136222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0136222
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0136841
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/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0277817
IRS990/TotalAssetsEOYAmt0277198
IRS990/TotalAssetsGrp/BOYAmt0277817
IRS990/TotalAssetsGrp/EOYAmt0277198
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028525
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108316
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136841
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0277817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277198
IRS990/TotalProgramServiceRevenueAmt0135247
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0136222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136222
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0277817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277198
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0277817
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0277198
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
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/ReturnTs02018-01-11T14:57:26-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$277,198
Liabilities
$0
Net assets
$277,198
Revenue
$136,222
Expenses
$136,841
Net income
-$619
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