Walnut Valley Educators Association

Nonprofit profile at a glance

EIN
954124610
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024
Location
Walnut, CA, USA
Phone
9512644668
Rating
40
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$143,254
Expenses
$132,198
Assets
$272,922
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JOSHUA HENNESS (PRESIDENT)
  • LISA PETERSON (1ST VICE PRESIDENT)
  • SEEMA BAGAI (2ND VICE PRESIDENT)

People named in this filing

  • JOSHUA HENNESS (PRESIDENT)
  • LISA PETERSON (1ST VICE PRESIDENT)
  • SEEMA BAGAI (2ND VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

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.

Operating model

Revenue model
Membership-supported. 95% of the money available for current operations came from membership dues.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 2.8%; rating input score 3
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 7.7%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 2.06; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 17.4%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: -5.9% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 7% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 2.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 3/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.