Civic Intelligence

Whittier Secondary Education Association

990 • Fiscal year 2018 • EIN 95-2293671

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 28, 2019

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

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

3.0%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$281,057

Up $3,859 (+1.4%) from 2017

Net Assets

Up

$278,519

Up $1,321 (+0.5%) from 2017

Liabilities

Up

$2,538

Up $2,538 from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin42nd percentile

Revenue

Up

$140,329

Up $4,107 (+3.0%) from 2017

Expenses

Up

$139,008

Up $2,167 (+1.6%) from 2017

Net Income

Up

$1,321

Up $1,940 (+313%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2018

Assets$281,057
Liabilities$2,538
Net Assets$278,519
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$140,329
Expenses$139,008
Net Income$1,321
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 28, 2019
Return Version
2017v2.2
Gross Receipts
$140,329
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$230,895$231,820▲ $925
Cash and Non-Interest-Bearing Accounts$38,192$42,829▲ $4,637
Land, Buildings, and Equipment, Net$6,166$4,463▼ $1,703
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$277,198$281,057▲ $3,859
Other Assets Total$1,177$1,177→ $0
Liabilities
Accounts Payable and Accrued Expenses-$2,538-
Total Liabilities$0$2,538▲ $2,538
Net Assets / Fund Balance
Unrestricted Net Assets$277,198$278,519▲ $1,321
Total Net Assets Fund Balance$277,198$278,519▲ $1,321
Total Liabilities and Net Assets / Fund Balance$277,198$281,057▲ $3,859

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,463$7,000$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
$139,404
Investment Income
$925
Other Revenue
$0
Change in Net Assets
$1,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$140,329
Total Revenue per Audited Statements
$140,329
Total Revenue per Form 990
$140,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,296
Other Expenses$31,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,538--$57,538
Other Employee Benefits$20,219$5,055-$25,274
Current Officers, Directors, Trustees, and Key Employees---$18,000
Occupancy$9,600--$9,600
Payroll Taxes$5,187$1,297-$6,484
Fees for Services Accounting-$5,194-$5,194
Conferences and Meetings$2,926$731-$3,657
Insurance$2,301$575-$2,876
Depreciation Depletion$1,703--$1,703
All Other Expenses$1,241$427-$1,668
Office Expenses$1,240$310-$1,550
Other Expenses$905$227-$905
Total Functional Expenses$107,192$13,816$0$139,008

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$139,008
Total Expenses per Audited Statements$139,008
Total Expenses per Form 990$139,008
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
2019-02-28
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
Raw XML Appendix386 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02538
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO REPRESENT MEMBERS BOTH COLLECTIVELY AND INDIVIDUALLY IN MATTERS ARISING FROM INTERPRETATION AND APPLICATION OF POLICIES AND REGULATIONS BEFORE THE WHITTIER UNIFIED SCHOOL DISTRICT OFFICIALS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0427
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01241
IRS990/AllOtherExpensesGrp/TotalAmt01668
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARTHA LEONARD
IRS990/BooksInCareOfDetail/PhoneNum05627432497
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09401 S PAINTER AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090605
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt038192
IRS990/CashNonInterestBearingGrp/EOYAmt042829
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0731
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02926
IRS990/ConferencesMeetingsGrp/TotalAmt03657
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0925
IRS990/CYOtherExpensesAmt031712
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0139404
IRS990/CYRevenuesLessExpensesAmt01321
IRS990/CYSalariesCompEmpBnftPaidAmt0107296
IRS990/CYTotalExpensesAmt0139008
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0140329
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01703
IRS990/DepreciationDepletionGrp/TotalAmt01703
IRS990/Desc0SEE LINE 1 ABOVE
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05194
IRS990/FeesForServicesAccountingGrp/TotalAmt05194
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/PersonNm0ROBIN MERLO
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL BRAICOV
IRS990/Form990PartVIISectionAGrp/PersonNm2MATT FRANCEV
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVIC MAUST
IRS990/Form990PartVIISectionAGrp/PersonNm4DEEPA PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm5ALETHEA SHALLBETTER
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL BRAICOV
IRS990/Form990PartVIISectionAGrp/PersonNm7ALEX MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK GOTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt712000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt86000
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/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT ELECT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0140329
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0575
IRS990/InsuranceGrp/ProgramServicesAmt02301
IRS990/InsuranceGrp/TotalAmt02876
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0925
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0925
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06166
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04463
IRS990/LandBldgEquipCostOrOtherBssAmt011463
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO REPRESENT MEMBERS BOTH COLLECTIVELY AND INDIVIDUALLY IN MATTERS ARISING FROM INTERPRETATION AND APPLICATION OF POLICIES AND REGULATIONS BEFORE THE WHITTIER UNIFIED SCHOOL DISTRICT OFFICIALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0277198
IRS990/NetAssetsOrFundBalancesEOYAmt0278519
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt09600
IRS990/OccupancyGrp/TotalAmt09600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0310
IRS990/OfficeExpensesGrp/ProgramServicesAmt01240
IRS990/OfficeExpensesGrp/TotalAmt01550
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01177
IRS990/OtherAssetsTotalGrp/EOYAmt01177
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05055
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020219
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025274
IRS990/OtherExpensesGrp/Desc0GRANTS PAID OUT
IRS990/OtherExpensesGrp/Desc1HOSPITALITY
IRS990/OtherExpensesGrp/Desc2CHAPTER OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0227
IRS990/OtherExpensesGrp/ProgramServicesAmt02467
IRS990/OtherExpensesGrp/ProgramServicesAmt1908
IRS990/OtherExpensesGrp/ProgramServicesAmt2957
IRS990/OtherExpensesGrp/ProgramServicesAmt3905
IRS990/OtherExpensesGrp/TotalAmt02467
IRS990/OtherExpensesGrp/TotalAmt11135
IRS990/OtherExpensesGrp/TotalAmt2957
IRS990/OtherExpensesGrp/TotalAmt3905
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057538
IRS990/OtherSalariesAndWagesGrp/TotalAmt057538
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01297
IRS990/PayrollTaxesGrp/ProgramServicesAmt05187
IRS990/PayrollTaxesGrp/TotalAmt06484
IRS990/PensionPlanContributionsGrp/TotalAmt00
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/RelatedOrExemptFuncIncomeAmt1127463
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2391
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1127463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0975
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031863
IRS990/PYProgramServiceRevenueAmt0135247
IRS990/PYRevenuesLessExpensesAmt0-619
IRS990/PYSalariesCompEmpBnftPaidAmt0104978
IRS990/PYTotalExpensesAmt0136841
IRS990/PYTotalRevenueAmt0136222
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01321
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0230895
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231820
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0139008
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04463
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011463
IRS990ScheduleD/RevenueSubtotalAmt0140329
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04463
IRS990ScheduleD/TotalExpensesPerForm990Amt0139008
IRS990ScheduleD/TotalRevenuePerForm990Amt0140329
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0140329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139008
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/TotalAssetsBOYAmt0277198
IRS990/TotalAssetsEOYAmt0281057
IRS990/TotalAssetsGrp/BOYAmt0277198
IRS990/TotalAssetsGrp/EOYAmt0281057
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013816
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107192
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02538
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02538
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0277198
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0278519
IRS990/TotalProgramServiceRevenueAmt0139404
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140329
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140329
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0277198
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0281057
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0277198
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0278519
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-28
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/ReturnTs02019-02-28T14:05:58-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,057
Liabilities
$2,538
Net assets
$278,519
Revenue
$140,329
Expenses
$139,008
Net income
$1,321
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • <$500k nonprofits