Civic Intelligence

Westminster Teachers Association

990EZ • Fiscal year 2014 • EIN 95-3086866

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 16, 2015

10231 Slater Ave92708

(714) 378-0181

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

26th percentile

-5.9%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

58th percentile

$3,099

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-9.8%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

0.9%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$84,365

Down $9,136 (-9.8%) from 2013

Net Assets

$84,365

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$154,488

Up $1,441 (+0.9%) from 2013

Expenses

Down

$163,624

Down $3,266 (-2.0%) from 2013

Net Income

Up

-$9,136

Up $4,707 (+34%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $100,650Liabilities 2011: $02011Assets 2012: $107,344Liabilities 2012: $02012Assets 2013: $93,501Liabilities 2013: $02013Assets 2014: $84,365Net Assets 2014: $84,3652014Assets 2015: $76,101Net Assets 2015: $76,1012015Assets 2016: $89,402Net Assets 2016: $89,4022016Assets 2017: $128,407Liabilities 2017: $814Net Assets 2017: $127,5932017Assets 2018: $157,003Liabilities 2018: $2,280Net Assets 2018: $154,7232018Assets 2019: $226,609Liabilities 2019: $49,379Net Assets 2019: $177,2302019Assets 2020: $244,800Liabilities 2020: $32,748Net Assets 2020: $212,0522020Assets 2021: $328,347Liabilities 2021: $7,949Net Assets 2021: $320,3982021Assets 2022: $331,507Liabilities 2022: $5,309Net Assets 2022: $326,1982022Assets 2023: $347,666Liabilities 2023: $0Net Assets 2023: $347,6662023Assets 2024: $362,793Liabilities 2024: $0Net Assets 2024: $362,7932024

Highlighted filing

2014

Assets$84,365
Liabilities-
Net Assets$84,365

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $154,107Expenses 2011: $158,906Net Income 2011: -$4,7992011Revenue 2012: $156,013Expenses 2012: $149,319Net Income 2012: $6,6942012Revenue 2013: $153,047Expenses 2013: $166,890Net Income 2013: -$13,8432013Revenue 2014: $154,488Expenses 2014: $163,624Net Income 2014: -$9,1362014Revenue 2015: $154,605Expenses 2015: $162,869Net Income 2015: -$8,2642015Revenue 2016: $156,691Expenses 2016: $143,390Net Income 2016: $13,3012016Revenue 2017: $197,018Expenses 2017: $158,827Net Income 2017: $38,1912017Revenue 2018: $199,772Expenses 2018: $172,642Net Income 2018: $27,1302018Revenue 2019: $194,488Expenses 2019: $171,981Net Income 2019: $22,5072019Revenue 2020: $189,309Expenses 2020: $154,487Net Income 2020: $34,8222020Revenue 2021: $269,102Expenses 2021: $160,756Net Income 2021: $108,3462021Revenue 2022: $180,801Expenses 2022: $164,979Net Income 2022: $15,8222022Revenue 2023: $216,557Expenses 2023: $195,089Net Income 2023: $21,4682023Revenue 2024: $182,695Expenses 2024: $167,568Net Income 2024: $15,1272024

Highlighted filing

2014

Revenue$154,488
Expenses$163,624
Net Income-$9,136
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 16, 2015
Return Version
2013v4.0
Gross Receipts
$154,488
Mission and Program Overview

Mission

Bargaining and grievance representation for teacher members

Program Services

DescriptionGrantsExpenses
BARGAINING AND GRIEVANCE REPRESENTATION FOR TEACHER MEMBERS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA COURTEMARCHEPresidentPT$3,099-$3,099
CAMLYN WOODBECKVice President-$599-$599
JULIE TATORRec Secy-$599-$599
SUMMER HALL-BISCHOFTreasurer-$599-$599
Filing and Contact Details

Filer

EIN
95-3086866
Phone
7143780181

Signing Officer

Name
Kim Bui
Title
President
Phone
7143780181
Signed
2015-01-16
Discuss with paid preparer
Yes

Preparer

Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Miscellaneous income 800.

Form 990EZ, Part I, Line 16

Board of directors 32931. Conferences 11153. Dues to fvea/wta 40040. Depreciation 330. Grievance 71. Miscellaneous 97. Negotiations 1133. Public relations 13525. Office expenses 11881. Payroll taxes 1967.

Form 990EZ, Part II, Line 24

Net property & equipment 824. 494. Prepaid expense 4178. 1815.

Form 990, Part IX, Line 24F

Dues to fvea/wta utilities

Raw XML Appendix111 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURI MILLWARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07143780181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1010231 SLATER AVE 106
IRS990EZ/BooksInCareOfDetail/USAddress/City0FOUNTAIN VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092708
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082056
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02506
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093501
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084365
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0154488
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0578
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093501
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084365
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093501
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084365
IRS990EZ/OccupancyRentUtltsAndMaintAmt024381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA COURTEMARCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMLYN WOODBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE TATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUMMER HALL-BISCHOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05002
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02309
IRS990EZ/OtherExpensesTotalAmt0113128
IRS990EZ/OtherRevenueTotalAmt0800
IRS990EZ/PrimaryExemptPurposeTxt0BARGAINING AND GRIEVANCE REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProgramServiceRevenueAmt0153110
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BARGAINING AND GRIEVANCE REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023609
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0163624
IRS990EZ/TotalRevenueAmt0154488
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS 32931. CONFERENCES 11153. DUES TO FVEA/WTA 40040. DEPRECIATION 330. GRIEVANCE 71. MISCELLANEOUS 97. NEGOTIATIONS 1133. PUBLIC RELATIONS 13525. OFFICE EXPENSES 11881. PAYROLL TAXES 1967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET PROPERTY & EQUIPMENT 824. 494. PREPAID EXPENSE 4178. 1815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES TO FVEA/WTA UTILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM BUI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143780181
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTMINSTER TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0953086866
ReturnHeader/Filer/PhoneNum07143780181
ReturnHeader/Filer/USAddress/AddressLine1010231 SLATER AVE
ReturnHeader/Filer/USAddress/City0FOUNTAIN VALLEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092708
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012062 VALLEY VIEW ST STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092845
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02015-02-13T19:35:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.83$1.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.17$1.95$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.05$3.26$1.81$1.65$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.08$3.20$2.69$1.61$1.08
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.33$2.12$1.89$1.54$0.35
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.49$1.77$1.94$1.72$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.55$2.00$1.73$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$1.97$1.59$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.57$1.43$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.55$1.63$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.54$1.64$0.09
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$1.53$1.67$0.14
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.56$1.49$0.07
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$1.54$1.59$0.05