Civic Intelligence

Walnut Valley Educators Association

990EZ • Fiscal year 2020 • EIN 95-4124610

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 21, 2021

Organization ProfileWWW.WVEA.INFO
20471 E Valley BlvdWalnut, CA 91789

(951) 264-4668

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

66th percentile

19%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

68th percentile

$5,500

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

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

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

56th percentile

-0.6%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$209,073

Up $22,453 (+12%) from 2019

Net Assets

Up

$209,073

Up $22,453 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin66th percentile

Revenue

Down

$118,845

Down $736 (-0.6%) from 2019

Expenses

Down

$96,392

Down $4,941 (-4.9%) from 2019

Net Income

Up

$22,453

Up $4,205 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $114,926Liabilities 2011: $5282011Assets 2012: $120,032Liabilities 2012: $802012Assets 2013: $123,895Net Assets 2013: $123,8952013Assets 2014: $128,435Net Assets 2014: $128,4352014Assets 2015: $140,034Net Assets 2015: $140,0342015Assets 2016: $142,823Net Assets 2016: $142,8232016Assets 2017: $160,818Net Assets 2017: $160,8182017Assets 2018: $168,372Liabilities 2018: $0Net Assets 2018: $168,3722018Assets 2019: $186,620Liabilities 2019: $0Net Assets 2019: $186,6202019Assets 2020: $209,073Liabilities 2020: $0Net Assets 2020: $209,0732020Assets 2021: $229,215Liabilities 2021: $0Net Assets 2021: $229,2152021Assets 2022: $241,315Liabilities 2022: $0Net Assets 2022: $241,3152022Assets 2023: $242,357Liabilities 2023: $0Net Assets 2023: $242,3572023Assets 2024: $261,866Liabilities 2024: $0Net Assets 2024: $261,8662024

Highlighted filing

2020

Assets$209,073
Liabilities$0
Net Assets$209,073
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0Revenue 2011: $121,336Expenses 2011: $95,690Net Income 2011: $25,6462011Revenue 2012: $138,452Expenses 2012: $132,898Net Income 2012: $5,5542012Revenue 2013: $114,636Expenses 2013: $110,693Net Income 2013: $3,9432013Revenue 2014: $114,085Expenses 2014: $109,545Net Income 2014: $4,5402014Revenue 2015: $116,485Expenses 2015: $104,886Net Income 2015: $11,5992015Revenue 2016: $118,241Expenses 2016: $115,452Net Income 2016: $2,7892016Revenue 2017: $121,745Expenses 2017: $103,751Net Income 2017: $17,9942017Revenue 2018: $115,146Expenses 2018: $107,592Net Income 2018: $7,5542018Revenue 2019: $119,581Expenses 2019: $101,333Net Income 2019: $18,2482019Revenue 2020: $118,845Expenses 2020: $96,392Net Income 2020: $22,4532020Revenue 2021: $115,786Expenses 2021: $95,644Net Income 2021: $20,1422021Revenue 2022: $115,806Expenses 2022: $103,706Net Income 2022: $12,1002022Revenue 2023: $110,584Expenses 2023: $109,542Net Income 2023: $1,0422023Revenue 2024: $139,056Expenses 2024: $119,547Net Income 2024: $19,5092024

Highlighted filing

2020

Revenue$118,845
Expenses$96,392
Net Income$22,453
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 21, 2021
Return Version
2019v5.2
Gross Receipts
$118,845
Mission and Program Overview

Mission

Labor organization of educators in the walnut valley unified school district.

Program Services

DescriptionGrantsExpenses
WVEA IS THE WALNUT VALLEY UNIFIED SCHOOL DISTRICT'S REPRESENTATIVE OF EDUCATION EMPLOYEES. WVEA EXISTS PRIMARILY TO PROTECT AND ADVANCE THE PROFESSIONAL AND ECONOMIC INTERESTS OF ITS MEMBERS. WVEA WORKS FOR BETTER WORKING CONDITIONS, HIGHER SALARIES, IMPROVED HEALTH BENEFITS, PROGRESSIVE PERSONNEL POLICIES AND AN AFFORDABLE AND DIGNIFIED RETIREMENT.$1,000$59,395
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA PETERSONPresidentPT$5,500-$5,500
GARY IMAI1st Vice PresidentPT$5,500-$5,500
SEEMA BAGAI2nd Vice PresidentPT$5,500-$5,500
SCOTT JONESTreasurerPT$5,500-$5,500
TIFFANY REDCHERSecretaryPT$5,000-$5,000
MARCELLA BOCCASILESecretaryPT$500-$500
PAM BOOTH - UNTIL NOV 2019SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Walnut Valley Educators Association
EIN
95-4124610
Phone
9512644668
Address
20471 E VALLEY BLVD, WALNUT, CA 91789

Signing Officer

Name
Lisa Peterson
Title
President
Phone
9512644668
Signed
2021-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Leslie Ward
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 354.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship. Grantee name: various individuals. Date of gift: 08/31/20. Amount given: 1,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel, meetings, conferences . Amount: 4,704. Description: depreciation . Amount: 405. Description: flowers and gifts. Amount: 11,471. Description: office expenses . Amount: 585. Description: taxes and fines . Amount: 70. Total to form 990-ez, line 16: 17,235.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 958. End of year amount: 553.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum09512644668
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020471 E VALLEY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091789
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0208520
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt022453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07781
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186620
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209073
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0118845
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0354
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0118491
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186620
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0209073
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0209073
IRS990EZ/OccupancyRentUtltsAndMaintAmt027816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt15500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY IMAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEEMA BAGAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIFFANY REDCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARCELLA BOCCASILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAM BOOTH - UNTIL NOV 2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0958
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0553
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017235
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION OF EDUCATORS IN THE WALNUT VALLEY UNIFIED SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt0340
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WVEA IS THE WALNUT VALLEY UNIFIED SCHOOL DISTRICT'S REPRESENTATIVE OF EDUCATION EMPLOYEES. WVEA EXISTS PRIMARILY TO PROTECT AND ADVANCE THE PROFESSIONAL AND ECONOMIC INTERESTS OF ITS MEMBERS. WVEA WORKS FOR BETTER WORKING CONDITIONS, HIGHER SALARIES, IMPROVED HEALTH BENEFITS, PROGRESSIVE PERSONNEL POLICIES AND AN AFFORDABLE AND DIGNIFIED RETIREMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059395
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt042220
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt096392
IRS990EZ/TotalProgramServiceExpensesAmt059395
IRS990EZ/TotalRevenueAmt0118845
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WVEA.INFO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: VARIOUS INDIVIDUALS. DATE OF GIFT: 08/31/20. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRAVEL, MEETINGS, CONFERENCES . AMOUNT: 4,704. DESCRIPTION: DEPRECIATION . AMOUNT: 405. DESCRIPTION: FLOWERS AND GIFTS. AMOUNT: 11,471. DESCRIPTION: OFFICE EXPENSES . AMOUNT: 585. DESCRIPTION: TAXES AND FINES . AMOUNT: 70. TOTAL TO FORM 990-EZ, LINE 16: 17,235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 958. END OF YEAR AMOUNT: 553.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09512644668
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT VALLEY EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0954124610
ReturnHeader/Filer/PhoneNum09512644668
ReturnHeader/Filer/USAddress/AddressLine1Txt020471 E VALLEY BLVD
ReturnHeader/Filer/USAddress/CityNm0WALNUT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE WARD
ReturnHeader/ReturnTs02021-07-21T18:32:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,073
Liabilities
$0
Net assets
$209,073
Revenue
$118,845
Expenses
$96,392
Net income
$22,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$1.39$1.20$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$1.11$1.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.16$1.04$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.16$0.96$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.19$0.96$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.20$1.01$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.15$1.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.61$1.61$1.22$1.04$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.18$1.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.40$1.40$1.16$1.05$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.14$1.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$1.24$1.15$1.11$0.04
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.38$1.33$0.06
2011Summary only. Only limited summary data is available for this year.$1.15$0.01$1.21$0.96$0.26