Civic Intelligence

Westside Union Teachers Association

990EZ • Fiscal year 2016 • EIN 95-3576801

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 15, 2017

1027 W Lancaster BlvdLancaster, CA 93534

(661) 948-6035

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-17%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-2.0%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$40,221

Down $8,053 (-17%) from 2015

Net Assets

Down

$40,221

Down $8,053 (-17%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,040

Down $940 (-2.0%) from 2015

Expenses

Up

$53,093

Up $28,620 (+117%) from 2015

Net Income

Down

-$8,053

Down $29,560 (-137%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $21,133Liabilities 2011: $02011Assets 2012: $10,719Liabilities 2012: $02012Assets 2013: $19,300Liabilities 2013: $02013Assets 2014: $26,767Liabilities 2014: $02014Assets 2015: $48,274Net Assets 2015: $48,2742015Assets 2016: $40,221Net Assets 2016: $40,2212016Assets 2017: $33,313Net Assets 2017: $33,3132017Assets 2018: $37,176Net Assets 2018: $37,1762018Assets 2019: $26,946Liabilities 2019: $02019Assets 2020: $11,357Net Assets 2020: $11,3572020Assets 2021: $13,141Net Assets 2021: $13,1412021Assets 2022: $5,222Net Assets 2022: $5,2222022Assets 2023: $2,508Liabilities 2023: $02023Assets 2024: $27,675Net Assets 2024: $27,6752024Assets 2025: $48,821Net Assets 2025: $48,8212025

Highlighted filing

2016

Assets$40,221
Liabilities-
Net Assets$40,221

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $47,310Expenses 2011: $50,037Net Income 2011: -$2,7272011Revenue 2012: $40,543Expenses 2012: $50,957Net Income 2012: -$10,4142012Revenue 2013: $45,156Expenses 2013: $36,575Net Income 2013: $8,5812013Revenue 2014: $44,803Expenses 2014: $37,336Net Income 2014: $7,4672014Revenue 2015: $45,980Expenses 2015: $24,473Net Income 2015: $21,5072015Revenue 2016: $45,040Expenses 2016: $53,093Net Income 2016: -$8,0532016Revenue 2017: $53,449Expenses 2017: $60,357Net Income 2017: -$6,9082017Revenue 2018: $51,440Expenses 2018: $47,577Net Income 2018: $3,8632018Revenue 2019: $49,897Expenses 2019: $60,127Net Income 2019: -$10,2302019Revenue 2020: $39,780Expenses 2020: $55,369Net Income 2020: -$15,5892020Revenue 2021: $53,683Expenses 2021: $51,899Net Income 2021: $1,7842021Revenue 2022: $57,853Expenses 2022: $65,772Net Income 2022: -$7,9192022Revenue 2023: $48,059Expenses 2023: $50,773Net Income 2023: -$2,7142023Revenue 2024: $69,316Expenses 2024: $44,149Net Income 2024: $25,1672024Revenue 2025: $56,600Expenses 2025: $35,454Net Income 2025: $21,1462025

Highlighted filing

2016

Revenue$45,040
Expenses$53,093
Net Income-$8,053
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 15, 2017
Return Version
2015v3.0
Gross Receipts
$45,040
Mission and Program Overview

Mission

The Westside Union Teacher's Association exists to; protect and promote the well being of it's members, to improve the conditions of teaching and learning, to advance the cause of free universal and quality public education, to ensure that the human dignity and civil rights of all children and youth are protected, and to secure a more just equitable and democratic society

Program Services

DescriptionGrantsExpenses
Represent all teachers in the Westside Union School District with the District. Oversee projects to make better teachers in the District. Apprise teachers in the District of all matters relating to their work. Represent teachers in labor disputes and when necessary, to fight for teachers' rights.$51,628-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert DunhamPresidentPT$0--
Ellen GroveVice President-$0--
Russell WardenVice President-$0--
Joanne FitzgeraldTreasurer-$0--
Felicia GoldovskySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Westside Union Teachers Association
EIN
95-3576801
Phone
6619486035
Address
1027 W Lancaster Blvd, Lancaster, CA 93534

Signing Officer

Name
Joanne Fitzgerald
Title
Treasurer
Signed
2017-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Cobb Doerfler & Associates CPA
Address
PO Box 2770, Lancaster, CA 93539-2770
Preparer
Timothy W Doerfler CPA
Phone
6619482661
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $12630

Other Expenses.1007

Conferences, Conventions, and Meetings $16733

Other Expenses.1009

Depreciation $1264

Other Expenses.1

Public Relations $14584

Other Expenses.2

Release time $4288

Other Expenses.3

Meals $945

Other Expenses.4

Elections $582

Other Expenses.5

Bargaining $453

Other Expenses.6

Organizing $447

Other Expenses.7

Grievance $341

Other Expenses.8

Payment to affiliates $320

Other Expenses.10

Supplies $201

Other Expenses.11

Agency fee $99

Other Assets.1004

Miscellaneous - Beginning $3176 Miscellaneous - Ending $4489

Raw XML Appendix132 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/PersonNm0Joanne Fitzgerald
IRS990EZ/BooksInCareOfDetail/PhoneNum06614007320
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01027 W Lancaster Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lancaster
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8053
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048274
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040221
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045040
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt045040
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048274
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048274
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Dunham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ellen Grove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Russell Warden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joanne Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Felicia Goldovsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03176
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04489
IRS990EZ/OtherExpensesTotalAmt052887
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Westside Union Teacher's Association exists to; protect and promote the well being of it's members, to improve the conditions of teaching and learning, to advance the cause of free universal and quality public education, to ensure that the human dignity and civil rights of all children and youth are protected, and to secure a more just equitable and democratic society
IRS990EZ/PrintingPublicationsPostageAmt0206
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Represent all teachers in the Westside Union School District with the District. Oversee projects to make better teachers in the District. Apprise teachers in the District of all matters relating to their work. Represent teachers in labor disputes and when necessary, to fight for teachers' rights.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051628
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053093
IRS990EZ/TotalProgramServiceExpensesAmt051628
IRS990EZ/TotalRevenueAmt045040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WUTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $12630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $16733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Public Relations $14584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Release time $4288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals $945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Elections $582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bargaining $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Organizing $447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grievance $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payment to affiliates $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Agency fee $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous - Beginning $3176 Miscellaneous - Ending $4489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1004
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joanne Fitzgerald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westside Union Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0953576801
ReturnHeader/Filer/PhoneNum06619486035
ReturnHeader/Filer/USAddress/AddressLine1Txt01027 W Lancaster Blvd
ReturnHeader/Filer/USAddress/CityNm0Lancaster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cobb Doerfler & Associates CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lancaster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935392770
ReturnHeader/PreparerPersonGrp/PhoneNum06619482661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy W Doerfler CPA
ReturnHeader/ReturnTs02017-01-15T13:13:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.8$48.8$56.6$35.5$21.1
2024Detailed filing. Detailed filing data is available for this year.$27.7$27.7$69.3$44.1$25.2
2023Summary only. Only limited summary data is available for this year.$2.51$0.00$48.1$50.8$2.71
2022Detailed filing. Detailed filing data is available for this year.$5.22$5.22$57.9$65.8$7.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$13.1$53.7$51.9$1.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$11.4$39.8$55.4$15.6
2019Summary only. Only limited summary data is available for this year.$26.9$0.00$49.9$60.1$10.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$37.2$51.4$47.6$3.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$33.3$53.4$60.4$6.91
2016Detailed filing. Detailed filing data is available for this year.$40.2$40.2$45.0$53.1$8.05
2015Detailed filing. Detailed filing data is available for this year.$48.3$48.3$46.0$24.5$21.5
2014Summary only. Only limited summary data is available for this year.$26.8$0.00$44.8$37.3$7.47
2013Summary only. Only limited summary data is available for this year.$19.3$0.00$45.2$36.6$8.58
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$40.5$51.0$10.4
2011Summary only. Only limited summary data is available for this year.$21.1$0.00$47.3$50.0$2.73