Civic Intelligence

Walnut Valley Educators Association

990EZ • Fiscal year 2024 • EIN 95-4124610

Sep 01, 2023 to Aug 31, 2024 • Filed on Jun 24, 2025

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

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

65th percentile

$5,500

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$261,866

Up $19,509 (+8.0%) from 2023

Net Assets

Up

$261,866

Up $19,509 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

Up

$139,056

Up $28,472 (+26%) from 2023

Expenses

Up

$119,547

Up $10,005 (+9.1%) from 2023

Net Income

Up

$19,509

Up $18,467 (+1772%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2024

Assets$261,866
Liabilities$0
Net Assets$261,866
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$139,056
Expenses$119,547
Net Income$19,509
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 24, 2025
Return Version
2023v6.0
Gross Receipts
$139,056
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.$2,000$72,173
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA PETERSON1st Vice PresidentPT$5,500-$5,500
SEEMA BAGAI2nd Vice PresidentPT$5,500-$5,500
TIFFANY REDCHERSecretaryPT$5,500-$5,500
SHARI DECAMBRATreasurerPT$5,500-$5,500
JOSHUA HENNESSPresidentPT$2,750-$2,750
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
Joshua Henness
Title
President
Phone
9512644668
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Casie Zwahlen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 728.”

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

“Activity classification: scholarship. Grantee name: various individuals. Amount given: 2,000.”

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

“Description: travel, meetings, conferences. Amount: 1,038. Description: flowers and gifts. Amount: 19,985. Description: office expenses. Amount: 8,022. Total to form 990-ez, line 16: 29,045.”

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

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

Raw XML Appendix130 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/BusinessNameLine1Txt0SHARI DECAMBRA
IRS990EZ/BooksInCareOfDetail/PhoneNum09512644668
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020471 E VALLEY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091789
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0241804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0261313
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt019509
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013615
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0242357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0261866
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt0139056
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0728
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0138328
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0242357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0261866
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0242357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0261866
IRS990EZ/OccupancyRentUtltsAndMaintAmt025437
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt15500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSHUA HENNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEEMA BAGAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY REDCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARI DECAMBRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0553
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0553
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt029045
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION OF EDUCATORS IN THE WALNUT VALLEY UNIFIED SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt0300
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/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072173
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt049150
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0119547
IRS990EZ/TotalProgramServiceExpensesAmt072173
IRS990EZ/TotalRevenueAmt0139056
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WVEA.INFO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: VARIOUS INDIVIDUALS. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRAVEL, MEETINGS, CONFERENCES. AMOUNT: 1,038. DESCRIPTION: FLOWERS AND GIFTS. AMOUNT: 19,985. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 8,022. TOTAL TO FORM 990-EZ, LINE 16: 29,045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 553. 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA HENNESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09512644668
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASIE ZWAHLEN CPA
ReturnHeader/ReturnTs02025-06-25T10:22:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,866
Liabilities
$0
Net assets
$261,866
Revenue
$139,056
Expenses
$119,547
Net income
$19,509
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