Civic Intelligence

Whittier Secondary Education Association

990 • Fiscal year 2020 • EIN 95-2293671

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

Organization ProfileN/A
9401 S Painter Ave Suite 514Whittier, 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.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.02x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-0.4%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$10,800

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

0.4%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$281,991

Up $1,076 (+0.4%) from 2019

Net Assets

Up

$278,933

Up $1,076 (+0.4%) from 2019

Liabilities

Flat

$3,058

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin26th percentile

Revenue

Down

$123,757

Down $11,601 (-8.6%) from 2019

Expenses

Down

$124,215

Down $11,805 (-8.7%) from 2019

Net Income

Up

-$458

Up $204 (+31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$281,991
Liabilities$3,058
Net Assets$278,933
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$123,757
Expenses$124,215
Net Income-$458
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.0
Gross Receipts
$123,757
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$232,749$233,685▲ $936
Cash and Non-Interest-Bearing Accounts$44,540$42,713▼ $1,827
Prepaid Expenses and Deferred Charges$783$4,269▲ $3,486
Land, Buildings, and Equipment, Net$2,843$1,324▼ $1,519
Total Assets$280,915$281,991▲ $1,076
Liabilities
Accounts Payable and Accrued Expenses$3,058$3,058→ $0
Total Liabilities$3,058$3,058→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$277,857$278,933▲ $1,076
Total Net Assets Fund Balance$277,857$278,933▲ $1,076
Total Liabilities and Net Assets / Fund Balance$280,915$281,991▲ $1,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,324$10,139$11,463
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alex MckenziePresidentPT$10,800$10,800
Mark GottsVice PresidePT$5,400$5,400

Board Members and Trustees

NameTitle
David KwonDirector
David MaustDirector
Lori ColinDirector
Matt FrancevDirector
Alethea ShallbetterSecretary
Virginia GlasscockTreasurer
Robin MerloVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$122,822
Investment Income
$935
Other Revenue
$0
Change in Net Assets
$-458

Audited Revenue Reconciliation

Revenue per Audited Statements
$123,757
Total Revenue per Audited Statements
$123,757
Total Revenue per Form 990
$123,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,084
Other Expenses$19,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,475--$57,475
Other Employee Benefits$25,342--$25,342
Current Officers, Directors, Trustees, and Key Employees$16,200--$16,200
Payroll Taxes$6,067--$6,067
Fees for Services Accounting$5,443--$5,443
All Other Expenses$1,679--$1,679
Insurance$1,586--$1,586
Depreciation Depletion$1,518--$1,518
Conferences and Meetings$1,180--$1,180
Other Expenses$1,044--$1,044
Total Functional Expenses$124,215$0$0$124,215

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,215
Total Expenses per Audited Statements$124,215
Total Expenses per Form 990$124,215
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

“Policy is reviewed during the first board meeting of the year on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 19

“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
Whittier Secondary Education
EIN
95-2293671
Phone
5626988121
Address
9401 S PAINTER AVE SUITE 514, WHITTIER, CA 90605

Signing Officer

Name
Alex Mckenzie
Title
President
Phone
5626988121
Signed
2021-07-15

Organization Details

Principal Officer
Alex Mckenzie
Formed
1965
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
3

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Representations of teachers/members”

Form 990, Part XI, Line 9

“Prior year adjustment 1,534”

Raw XML Appendix324 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/BOYAmt03058
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03058
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/AllOtherExpensesGrp/ProgramServicesAmt01679
IRS990/AllOtherExpensesGrp/TotalAmt01679
IRS990/AnnualDisclosureCoveredPrsnInd0true
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044540
IRS990/CashNonInterestBearingGrp/EOYAmt042713
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016200
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016200
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01180
IRS990/ConferencesMeetingsGrp/TotalAmt01180
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0935
IRS990/CYOtherExpensesAmt019131
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0122822
IRS990/CYRevenuesLessExpensesAmt0-458
IRS990/CYSalariesCompEmpBnftPaidAmt0105084
IRS990/CYTotalExpensesAmt0124215
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0123757
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01518
IRS990/DepreciationDepletionGrp/TotalAmt01518
IRS990/Desc0SEE LINE 1 ABOVE
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05443
IRS990/FeesForServicesAccountingGrp/TotalAmt05443
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
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/PersonNm0ALEX MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK GOTTS
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI COLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT FRANCEV
IRS990/Form990PartVIISectionAGrp/PersonNm4VIRGINIA GLASSCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID KWON
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID MAUST
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBIN MERLO
IRS990/Form990PartVIISectionAGrp/PersonNm8ALETHEA SHALLBETTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0123757
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01586
IRS990/InsuranceGrp/TotalAmt01586
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0935
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010139
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02843
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01324
IRS990/LandBldgEquipCostOrOtherBssAmt011463
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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/NetAssetsOrFundBalancesBOYAmt0277857
IRS990/NetAssetsOrFundBalancesEOYAmt0278933
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0277857
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0278933
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01534
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025342
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1CHARTER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc2GRANTS PAID OUT
IRS990/OtherExpensesGrp/Desc3SOCIAL
IRS990/OtherExpensesGrp/ProgramServicesAmt02673
IRS990/OtherExpensesGrp/ProgramServicesAmt12462
IRS990/OtherExpensesGrp/ProgramServicesAmt21546
IRS990/OtherExpensesGrp/ProgramServicesAmt31044
IRS990/OtherExpensesGrp/TotalAmt02673
IRS990/OtherExpensesGrp/TotalAmt12462
IRS990/OtherExpensesGrp/TotalAmt21546
IRS990/OtherExpensesGrp/TotalAmt31044
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057475
IRS990/OtherSalariesAndWagesGrp/TotalAmt057475
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06067
IRS990/PayrollTaxesGrp/TotalAmt06067
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0783
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04269
IRS990/PrincipalOfficerNm0ALEX MCKENZIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0122822
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0122822
IRS990/ProgSrvcAccomActyOtherGrp/Desc0REPRESENTATIONS OF TEACHERS/MEMBERS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0929
IRS990/PYOtherExpensesAmt031253
IRS990/PYProgramServiceRevenueAmt0134429
IRS990/PYRevenuesLessExpensesAmt0-662
IRS990/PYSalariesCompEmpBnftPaidAmt0104767
IRS990/PYTotalExpensesAmt0136020
IRS990/PYTotalRevenueAmt0135358
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-458
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0232749
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0233685
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0124215
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01324
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010139
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011463
IRS990ScheduleD/RevenueSubtotalAmt0123757
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01324
IRS990ScheduleD/TotalExpensesPerForm990Amt0124215
IRS990ScheduleD/TotalRevenuePerForm990Amt0123757
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0123757
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0124215
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REPRESENTATIONS OF TEACHERS/MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS CIRCULATED AMONG BOARD MEMBERS PRESENT DURING THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED DURING THE FIRST BOARD MEETING OF THE YEAR ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A BUDGET COMMITTEE MAKES ALL RECOMENDATIONS FOR THE COMING YEAR TO THE BOARD OF DIRECTORS BEFORE PRESENNG THE NEXT YEAR'S BUDGET TO THE REP COUNCIL FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MONTHLY BUDGET VS. ACTUAL IS ATTACHED TO THE AGENDA AND DISTRIBUTED TO EVERY REP PRIOR TO THE MONTHLY REP COUNCIL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR YEAR ADJUSTMENT 1,534
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0280915
IRS990/TotalAssetsEOYAmt0281991
IRS990/TotalAssetsGrp/BOYAmt0280915
IRS990/TotalAssetsGrp/EOYAmt0281991
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124215
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03058
IRS990/TotalLiabilitiesEOYAmt03058
IRS990/TotalLiabilitiesGrp/BOYAmt03058
IRS990/TotalLiabilitiesGrp/EOYAmt03058
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0277857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0278933
IRS990/TotalProgramServiceRevenueAmt0122822
IRS990/TotalReportableCompFromOrgAmt016200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123757
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123757
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0280915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0281991
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09401 S PAINTER AVE 514
IRS990/USAddress/CityNm0WHITTIER
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090605
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05626988121
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER SECONDARY EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0952293671
ReturnHeader/Filer/PhoneNum05626988121
ReturnHeader/Filer/USAddress/AddressLine1Txt09401 S PAINTER AVE SUITE 514
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204259760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL S JOO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012966 EUCLID STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092840
ReturnHeader/PreparerPersonGrp/PhoneNum07145371200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-10T13:55:45-05:00
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
$281,991
Liabilities
$3,058
Net assets
$278,933
Revenue
$123,757
Expenses
$124,215
Net income
-$458
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