Civic Intelligence

Montebello Teachers Associaiton Supplemental Health Plan

990 • Fiscal year 2017 • EIN 95-4134329

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 04, 2018

Organization ProfileN/A

View Organization Page

918 West Whittier BlvdMontebello, CA 90640

(323) 722-5005

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

25th percentile

-2.4%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-0.3%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$20,487,781

Up $12,438 (+0.1%) from 2016

Net Assets

Up

$20,487,781

Up $162,063 (+0.8%) from 2016

Liabilities

Down

$0

Down $149,625 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin25th percentile

Revenue

Down

$3,290,493

Down $9,224 (-0.3%) from 2016

Expenses

Up

$3,368,757

Up $147,001 (+4.6%) from 2016

Net Income

Down

-$78,264

Down $156,225 (-200%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2011: $16,873,525Liabilities 2011: $13,500Net Assets 2011: $16,860,0252011Assets 2012: $17,608,478Liabilities 2012: $246,865Net Assets 2012: $17,361,6132012Assets 2013: $18,426,277Liabilities 2013: $185,346Net Assets 2013: $18,240,9312013Assets 2014: $20,195,608Liabilities 2014: $20,167Net Assets 2014: $20,175,4412014Assets 2015: $19,711,174Liabilities 2015: $19,471Net Assets 2015: $19,691,7032015Assets 2016: $20,475,343Liabilities 2016: $149,625Net Assets 2016: $20,325,7182016Assets 2017: $20,487,781Liabilities 2017: $0Net Assets 2017: $20,487,7812017Assets 2018: $20,337,000Liabilities 2018: $0Net Assets 2018: $20,337,0002018Assets 2019: $20,350,298Liabilities 2019: $0Net Assets 2019: $20,350,2982019Assets 2020: $21,077,619Liabilities 2020: $173,927Net Assets 2020: $20,903,6922020Assets 2021: $21,889,268Liabilities 2021: $743,970Net Assets 2021: $21,145,2982021Assets 2022: $18,203,928Liabilities 2022: $702,357Net Assets 2022: $17,501,5712022Assets 2023: $17,215,046Liabilities 2023: $0Net Assets 2023: $17,215,0462023Assets 2024: $17,951,626Liabilities 2024: $0Net Assets 2024: $17,951,6262024

Highlighted filing

2017

Assets$20,487,781
Liabilities$0
Net Assets$20,487,781
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,142,847Expenses 2011: $2,592,419Net Income 2011: $550,4282011Revenue 2012: $2,545,370Expenses 2012: $2,741,591Net Income 2012: -$196,2212012Revenue 2013: $2,570,138Expenses 2013: $2,479,871Net Income 2013: $90,2672013Revenue 2014: $3,766,975Expenses 2014: $2,692,112Net Income 2014: $1,074,8632014Revenue 2015: $2,947,775Expenses 2015: $2,937,809Net Income 2015: $9,9662015Revenue 2016: $3,299,717Expenses 2016: $3,221,756Net Income 2016: $77,9612016Revenue 2017: $3,290,493Expenses 2017: $3,368,757Net Income 2017: -$78,2642017Revenue 2018: $5,499,491Expenses 2018: $3,482,104Net Income 2018: $2,017,3872018Revenue 2019: $3,261,143Expenses 2019: $3,863,580Net Income 2019: -$602,4372019Revenue 2020: $3,239,723Expenses 2020: $3,828,867Net Income 2020: -$589,1442020Revenue 2021: $3,492,158Expenses 2021: $4,026,866Net Income 2021: -$534,7082021Revenue 2022: $3,088,775Expenses 2022: $3,804,478Net Income 2022: -$715,7032022Revenue 2023: $2,925,721Expenses 2023: $4,086,592Net Income 2023: -$1,160,8712023Revenue 2024: $3,623,762Expenses 2024: $3,977,630Net Income 2024: -$353,8682024

Highlighted filing

2017

Revenue$3,290,493
Expenses$3,368,757
Net Income-$78,264
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 4, 2018
Return Version
2016v3.0
Gross Receipts
$17,988,567
Mission and Program Overview

Mission

provide health and welfare benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$20,325,718$20,487,781▲ $162,063
Investments in Publicly Traded Securities$20,225,498$20,237,297▲ $11,799
Cash and Non-Interest-Bearing Accounts$12,549$250,484▲ $237,935
Prepaid Expenses and Deferred Charges$237,296$0▼ $237,296
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,475,343$20,487,781▲ $12,438
Liabilities
Accounts Payable and Accrued Expenses$149,625$0▼ $149,625
Total Liabilities$149,625$0▼ $149,625
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,325,718$20,487,781▲ $162,063
Total Liabilities and Net Assets / Fund Balance$20,475,343$20,487,781▲ $12,438
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Doug PatzkowskiChairperson
Brenda WadeTrustee
Andy ShinnUnion Trustee
Gilbert GomezUnion Trustee
Julian De La TorreUnion Trustee
Roshan ShahUnion Trustee
Lorraine RichardsEx-officio
Kathy SchlotzNon-voting Trst
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,420,828
Investment Income
$869,665
Other Revenue
$0
Change in Net Assets
$-78,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,121,698
Fees for Service Investment Mgmnt Fees---$108,170
Fees for Services Management---$60,711
Fees for Services Other---$50,596
Fees for Services Accounting---$13,500
Insurance---$7,380
Fees for Services Legal---$2,726
Other Expenses---$10
Total Functional Expenses$0$0$0$3,368,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Line 11a explanation - A copy of form 990 is provided to the board members before the form is filed.”

Form 990, Part VI, Section B, line 12C

“It is the Plan's policy that any directors disclose an interest in a transaction where the director or a related party could benefit.”

Form 990, Part VI, Section B, line 15

“There are no employees of this plan and therefore there is no compensation of any employees. The Trustees are non-paid members of the governing board.”

Form 990, Part VI, Section C, line 19

“Public documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Montebello Teachers Associaiton
EIN
95-4134329
Phone
3237225005
Address
918 West Whittier Blvd, Montebello, CA 90640

Signing Officer

Name
Lorraine Richards
Title
Non-voting Trst
Phone
3237225005
Signed
2018-06-04

Organization Details

Principal Officer
Lorraine Richards
Formed
1987
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Ash W Shenouda CPA
Address
5001 Birch Street, Newport Beach, CA 92660
Preparer
Ash W Shenouda
Phone
9498614396
Raw XML Appendix312 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - A copy of form 990 is provided to the board members before the form is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1It is the Plan's policy that any directors disclose an interest in a transaction where the director or a related party could benefit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are no employees of this plan and therefore there is no compensation of any employees. The Trustees are non-paid members of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Public documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03237225005
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEBELLO TEACHERS ASSOCIAITON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUPPLEMENTAL HEALTH PLAN
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0954134329
ReturnHeader/Filer/PhoneNum03237225005
ReturnHeader/Filer/USAddress/AddressLine1Txt0918 West Whittier Blvd
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D85F55F4E9C3CCCD542A43AA5F160319D5B7AE25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D85F55F4E9C3CCCD542A43AA5F160319D5B7AE25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.183.24.113
ReturnHeader/FilingSecurityInformation/IPDt02018-06-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:05:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270091760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ash W Shenouda CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 Birch Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498614396
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ash W Shenouda
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-04T14:05:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,487,781
Liabilities
$0
Net assets
$20,487,781
Revenue
$3,290,493
Expenses
$3,368,757
Net income
-$78,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.00$18.0$3.62$3.98$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.00$17.2$2.93$4.09$1.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.70$17.5$3.09$3.80$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.74$21.1$3.49$4.03$0.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$0.17$20.9$3.24$3.83$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$3.26$3.86$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$5.50$3.48$2.02
2017Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$3.29$3.37$0.08
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.15$20.3$3.30$3.22$0.08
2015Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$2.95$2.94$0.01
2014Detailed filing. Detailed filing data is available for this year.$20.2$0.02$20.2$3.77$2.69$1.07
2013Summary only. Only limited summary data is available for this year.$18.4$0.19$18.2$2.57$2.48$0.09
2012Summary only. Only limited summary data is available for this year.$17.6$0.25$17.4$2.55$2.74$0.20
2011Summary only. Only limited summary data is available for this year.$16.9$0.01$16.9$3.14$2.59$0.55