Civic Intelligence

The Principal'S Exchange Foundation

990 • Fiscal year 2013 • EIN 27-2111542

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization ProfileWWW.PE-FOUNDATION.ORG
6745 WASHINGTON AVE No 14790601

(562) 789-0729

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

97th percentile

$227,645

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

$27,154

No earlier filing loaded for comparison.

Net Assets

$27,154

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin58th percentile

Revenue

$933,076

No earlier filing loaded for comparison.

Expenses

$874,209

No earlier filing loaded for comparison.

Net Income

$58,867

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2013: $27,154Liabilities 2013: $0Net Assets 2013: $27,1542013Assets 2014: $2,993Liabilities 2014: $0Net Assets 2014: $2,9932014Assets 2015: $3,186Liabilities 2015: $0Net Assets 2015: $3,1862015Assets 2016: $3,036Liabilities 2016: $0Net Assets 2016: $3,0362016Assets 2017: $2,993Liabilities 2017: $0Net Assets 2017: $2,9932017Assets 2018: $2,993Liabilities 2018: $0Net Assets 2018: $2,9932018

Highlighted filing

2013

Assets$27,154
Liabilities$0
Net Assets$27,154
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2013: $933,076Expenses 2013: $874,209Net Income 2013: $58,8672013Revenue 2014: $569,225Expenses 2014: $593,386Net Income 2014: -$24,1612014Revenue 2015: $193Expenses 2015: $0Net Income 2015: $1932015Revenue 2016: $0Expenses 2016: $150Net Income 2016: -$1502016Revenue 2017: $0Expenses 2017: $43Net Income 2017: -$432017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018

Highlighted filing

2013

Revenue$933,076
Expenses$874,209
Net Income$58,867
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Gross Receipts
$933,076
Mission and Program Overview

Mission

On-site professional development to schools and districts by providing guidance on best practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$106,079$27,045▼ $79,034
Cash and Non-Interest-Bearing Accounts$1,099$109▼ $990
Total Assets$107,178$27,154▼ $80,024
Liabilities
Accounts Payable and Accrued Expenses$391--
Total Liabilities$391$0▼ $391
Net Assets / Fund Balance
Unrestricted Net Assets$106,787$27,154▼ $79,633
Total Net Assets Fund Balance$106,787$27,154▼ $79,633
Total Liabilities and Net Assets / Fund Balance$107,178$27,154▼ $80,024
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin Avelar La SalleCEOFT$217,362$10,283$227,645
Estella RamirezCFOFT$201,723$24,071$225,794
David La SalleSecretaryFT$113,439$6,680$120,119

Board Members and Trustees

NameTitle
Art PonceDirector
Claudine BenderDirector
Leticia RodellaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$883,076
Investment Income
$0
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$58,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$611,422
Other Expenses$261,559
Total Fundraising Expense$5,463
Grants and Similar Amounts Paid$1,228
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$487,525$86,034-$573,559
Payroll Taxes$32,184$5,679-$37,863
Travel$13,339$2,668$1,779$17,786
Office Expenses$10,447$2,089$1,393$13,929
Occupancy$6,502$1,300$867$8,669
Other Expenses$8,299$12,481$1,386$8,299
Insurance-$6,820-$6,820
Fees for Services Accounting-$4,050-$4,050
Grants to Domestic Orgs$1,228--$1,228
Advertising$285$57$38$380
Total Functional Expenses$747,568$121,178$5,463$874,209
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
Lobbying 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
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 A, line 2

“Robin avelar la salle and david la salle are married.”

Form 990, Part VI, Section A, line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“Prior to submission to the irs, the form 990 was circulated to all members of the governing body for review.”

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

“All board members, officers and key employees review and sign the conflict of interest policy on an annual basis. Any potential conflicts are reviewed and discussed as necessary.”

Form 990, Part VI, Section B, line 15

“Compensation for the organization's ceo, cfo, and secretary/technology specialist was determined based on the preparation and review of an outside reasonable compensation study and was approved by members of the board of directors, not included in the compensation study.”

Form 990, Part VI, Section C, line 19

“The organization's form 1023 and 990 are available to the public upon request.”

Filing and Contact Details

Filer

EIN
27-2111542
Phone
5627890729

Signing Officer

Name
Estella Ramirez
Title
Chief Financial Officer
Phone
5627890729
Signed
2014-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Avelar La Salle
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
3
Volunteers
3

Preparer

Preparer
Brian Yacker
Phone
3109822803
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Changes made to accounting records during 2013 resulted in prior period adjustments of $138,500.”

Raw XML Appendix398 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0225794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1227645
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGED AN OUTSIDE CONSULTANT TO PERFORM A REASONABLE COMPENSATION STUDY BASED ON MARKET DATA AND FORM 990 OF OTHER ORGANIZATIONS. THIS STUDY WAS THEN REVIEWED BY THE BOARD OF DIRECTORS. THE DISCUSSION DID NOT INCLUDE THOSE BEING COMPENSATED BY THE ORGANIZATION. THE BOARD THEN APPROVED AND DOCUMENTED THE APPROVAL OF SPECIFIED COMPENSATION AMOUNTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBIN AVELAR LA SALLE AND DAVID LA SALLE ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO SUBMISSION TO THE IRS, THE FORM 990 WAS CIRCULATED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ANY POTENTIAL CONFLICTS ARE REVIEWED AND DISCUSSED AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE ORGANIZATION'S CEO, CFO, AND SECRETARY/TECHNOLOGY SPECIALIST WAS DETERMINED BASED ON THE PREPARATION AND REVIEW OF AN OUTSIDE REASONABLE COMPENSATION STUDY AND WAS APPROVED BY MEMBERS OF THE BOARD OF DIRECTORS, NOT INCLUDED IN THE COMPENSATION STUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGES MADE TO ACCOUNTING RECORDS DURING 2013 RESULTED IN PRIOR PERIOD ADJUSTMENTS OF $138,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0107178
IRS990/TotalAssetsEOYAmt027154
IRS990/TotalAssetsGrp/BOYAmt0107178
IRS990/TotalAssetsGrp/EOYAmt027154
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05463
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0747568
IRS990/TotalFunctionalExpensesGrp/TotalAmt0874209
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0391
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0391
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0106787
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027154
IRS990/TotalOtherCompensationAmt041034
IRS990/TotalProgramServiceExpensesAmt0747568
IRS990/TotalProgramServiceRevenueAmt0883076
IRS990/TotalReportableCompFromOrgAmt0532524
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0883076
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0933076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027154
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01779
IRS990/TravelGrp/ManagementAndGeneralAmt02668
IRS990/TravelGrp/ProgramServicesAmt013339
IRS990/TravelGrp/TotalAmt017786
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0106787
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027154
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106745 WASHINGTON AVE No 147
IRS990/USAddress/City0WHITTIER
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode090601
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PE-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ESTELLA RAMIREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05627890729
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE PRINCIPAL'S EXCHANGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0272111542
ReturnHeader/Filer/PhoneNum05627890729
ReturnHeader/Filer/USAddress/AddressLine106745 WASHINGTON AVE No 147
ReturnHeader/Filer/USAddress/City0WHITTIER
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10YH Advisors Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107755 Center Avenue Suite 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092647
ReturnHeader/PreparerPersonGrp/PhoneNum03109822803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Yacker
ReturnHeader/ReturnTs02014-05-21T14:17:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,154
Liabilities
$0
Net assets
$27,154
Revenue
$933,076
Expenses
$874,209
Net income
$58,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$5.69$5.93$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$9.33$8.74$0.59