Civic Intelligence

Westminster Teachers Association

990EZ • Fiscal year 2018 • EIN 95-3086866

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 25, 2019

Organization ProfileN/A
10231 Slater AveFountain Valley, CA 92708

(714) 378-0181

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.01x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

60th percentile

$3,300

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

53rd percentile

1.4%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$157,003

Up $28,596 (+22%) from 2017

Net Assets

Up

$154,723

Up $27,130 (+21%) from 2017

Liabilities

Up

$2,280

Up $1,466 (+180%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin73rd percentile

Revenue

Up

$199,772

Up $2,754 (+1.4%) from 2017

Expenses

Up

$172,642

Up $13,815 (+8.7%) from 2017

Net Income

Down

$27,130

Down $11,061 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2018

Assets$157,003
Liabilities$2,280
Net Assets$154,723
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

2018

Revenue$199,772
Expenses$172,642
Net Income$27,130
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 25, 2019
Return Version
2017v2.2
Gross Receipts
$199,772
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
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM BUIPresidentPT$3,300-$3,300
MICHELLE GRAMMVice President-$700-$700
TRESSY SNOWDONTreasurer-$599-$599
SUE FRELEAUXRec Secy-$500-$500
Filing and Contact Details

Filer

Filer Name
Westminster Teachers Association
EIN
95-3086866
Phone
7143780181
Address
10231 SLATER AVE, FOUNTAIN VALLEY, CA 92708

Signing Officer

Name
Kim Bui
Title
President
Phone
7143780181
Signed
2019-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Troy Yoshida CPA Inc
Address
5836 CORPORATE AVE STE 100, CYPRESS, CA 90630
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous income 4033.”

Form 990EZ, Part I, Line 16

“Board of directors 53411.”

Form 990EZ, Part I, Line 16

“CONFERENCES 451.”

Form 990EZ, Part I, Line 16

“DUES TO FVEA/WTA 39736.”

Form 990EZ, Part I, Line 16

“GRIEVANCE 161.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 10626.”

Form 990EZ, Part I, Line 16

“NEGOTIATIONS 755.”

Form 990EZ, Part I, Line 16

“PUBLIC RELATIONS 5666.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 13531.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 1621.”

Form 990EZ, Part I, Line 16

“Depreciation 0.”

Form 990EZ, Part II, Line 24

“Prepaid expenses 1815. 0.”

Form 990EZ, Part II, Line 26

“ACCRUED EXPENSES 814.”

Form 990, Part IX, Line 24E

“DUES TO FVEA/WTA”

Form 990, Part IX, Line 24E

“UTILITIES”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LAURI MILLWARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07143780181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010231 SLATER AVE 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOUNTAIN VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092708
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126592
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027130
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02507
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0199772
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0728
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127593
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127593
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154723
IRS990EZ/OccupancyRentUtltsAndMaintAmt024523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM BUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE GRAMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE FRELEAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRESSY SNOWDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REC SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01815
IRS990EZ/OtherExpensesTotalAmt0125958
IRS990EZ/OtherRevenueTotalAmt04033
IRS990EZ/PrimaryExemptPurposeTxt0BARGAINING AND GRIEVANCE REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProgramServiceRevenueAmt0195011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BARGAINING AND GRIEVANCE REPRESENTATION FOR TEACHER MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019654
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0814
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02280
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0172642
IRS990EZ/TotalRevenueAmt0199772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 4033.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS 53411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES 451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES TO FVEA/WTA 39736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRIEVANCE 161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS 10626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEGOTIATIONS 755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS 5666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE EXPENSES 13531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL TAXES 1621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PREPAID EXPENSES 1815. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACCRUED EXPENSES 814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES TO FVEA/WTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UTILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM BUI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07143780181
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTMINSTER TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0953086866
ReturnHeader/Filer/PhoneNum07143780181
ReturnHeader/Filer/USAddress/AddressLine1Txt010231 SLATER AVE
ReturnHeader/Filer/USAddress/CityNm0FOUNTAIN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.66.147
ReturnHeader/FilingSecurityInformation/IPDt02019-02-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:47:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05836 CORPORATE AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02019-02-17T21:47:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,003
Liabilities
$2,280
Net assets
$154,723
Revenue
$199,772
Expenses
$172,642
Net income
$27,130
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