Civic Intelligence

The Principal'S Exchange Foundation

EIN 27-2111542 • 501(c)3 • Santa Ana, CA

Profile

To promote student achievement by providing schools and districts with support in best instructional and administrative practices aligned to California state and common core standards.

2101 E 4th St Building B Floor 2Santa Ana, CA 92705-1944

www.pe-foundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$2,993

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Flat

$2,993

Flat from 2017

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$0

Down $43 (-100%) from 2017

Net Income

Up

$0

Up $43 (+100%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2018

Assets$2,993
Liabilities$0
Net Assets$2,993
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2018

Revenue$0
Expenses$0
Net Income$0
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,993
Liabilities
$0
Net assets
$2,993
Revenue
$0
Expenses
$0
Net income
$0
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$9.33$8.74$0.59
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$569,225
Mission and Program Overview

Mission

To promote student achievement by providing schools and districts with support in best instructional and administrative practices aligned to california state and common core standards.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$27,045--
Cash and Non-Interest-Bearing Accounts$109--
Other Assets Total$0$2,993▲ $2,993
Total Assets$27,154$2,993▼ $24,161
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$27,154$2,993▼ $24,161
Total Net Assets Fund Balance$27,154$2,993▼ $24,161
Total Liabilities and Net Assets / Fund Balance$27,154$2,993▼ $24,161

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,993--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robin Avelar La SalleCEOFT$132,800$132,800
Estella RamirezCFOFT$117,800$117,800
David La SalleSecretaryFT$68,750$68,750

Board Members and Trustees

NameTitle
Art PonceDirector
Claudine BenderDirector
Leticia RodellaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$569,225
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-24,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$364,980
Other Expenses$228,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$271,447$47,903-$319,350
Payroll Taxes$20,516$3,620-$24,136
Other Employee Benefits$18,270$3,224-$21,494
Conferences and Meetings$14,097$2,488-$16,585
Fees for Services Accounting-$14,039-$14,039
Travel$7,656$1,351-$9,007
All Other Expenses$6,619$732-$7,351
Other Expenses$5,127$894-$5,127
Office Expenses$4,215$744-$4,959
Information Technology$948$167-$1,115
Advertising$425--$425
Total Functional Expenses$504,456$88,930$0$593,386
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 reviwed 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 organizations form 1023 and 990 are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Principal's Exchange Foundation
EIN
27-2111542
Phone
7145433807
Address
2101 E 4th St Building B Floor 2, Santa Ana, CA 92705-1944

Signing Officer

Name
Robin Avelar La Salle
Title
CEO
Phone
7145433807
Signed
2015-11-04
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

Firm
Stephens Reidinger & Beller LLP
Address
1301 Dove Street Suite 890, Newport Beach, CA 92660
Preparer
David R Stephens
Phone
9497527400
Raw XML Appendix348 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt027045
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0On-site professional development to schools and districts by providing guidance on best practices.
IRS990/AdvertisingGrp/ProgramServicesAmt0425
IRS990/AdvertisingGrp/TotalAmt0425
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0732
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06619
IRS990/AllOtherExpensesGrp/TotalAmt07351
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Mike Frobenius
IRS990/BooksInCareOfDetail/PhoneNum07145433807
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02101 E 4th St Building B Floor 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0927051944
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0109
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt047903
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0271447
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0319350
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02488
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014097
IRS990/ConferencesMeetingsGrp/TotalAmt016585
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0228406
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0569225
IRS990/CYRevenuesLessExpensesAmt0-24161
IRS990/CYSalariesCompEmpBnftPaidAmt0364980
IRS990/CYTotalExpensesAmt0593386
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0569225
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Consultants provide on-site professional development, data analysis and full system evaluations to support educators in their efforts to engage students and prepare them for their next level of academia and careers. Program service revenue is earned from contracts with schools and districts to which consultation is provided.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0504456
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014039
IRS990/FeesForServicesAccountingGrp/TotalAmt014039
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Estella Ramirez
IRS990/Form990PartVIISectionAGrp/PersonNm1David La Salle
IRS990/Form990PartVIISectionAGrp/PersonNm2Claudine Bender
IRS990/Form990PartVIISectionAGrp/PersonNm3Leticia Rodella
IRS990/Form990PartVIISectionAGrp/PersonNm4Art Ponce
IRS990/Form990PartVIISectionAGrp/PersonNm5Robin Avelar La Salle
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0117800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt168750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5132800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0569225
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0167
IRS990/InformationTechnologyGrp/ProgramServicesAmt0948
IRS990/InformationTechnologyGrp/TotalAmt01115
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To promote student achievement by providing schools and districts with support in best instructional and administrative practices aligned to California state and common core standards.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027154
IRS990/NetAssetsOrFundBalancesEOYAmt02993
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0744
IRS990/OfficeExpensesGrp/ProgramServicesAmt04215
IRS990/OfficeExpensesGrp/TotalAmt04959
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02993
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03224
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018270
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021494
IRS990/OtherExpensesGrp/Desc0Academic & training sup
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Printing and reproducti
IRS990/OtherExpensesGrp/Desc3Continuing education
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013768
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1894
IRS990/OtherExpensesGrp/ProgramServicesAmt0150069
IRS990/OtherExpensesGrp/ProgramServicesAmt15067
IRS990/OtherExpensesGrp/ProgramServicesAmt25127
IRS990/OtherExpensesGrp/TotalAmt0150069
IRS990/OtherExpensesGrp/TotalAmt113768
IRS990/OtherExpensesGrp/TotalAmt25961
IRS990/OtherExpensesGrp/TotalAmt35127
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03620
IRS990/PayrollTaxesGrp/ProgramServicesAmt020516
IRS990/PayrollTaxesGrp/TotalAmt024136
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robin Avelar La Salle
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Consulting income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0569225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0569225
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01228
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0261559
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0883076
IRS990/PYRevenuesLessExpensesAmt058867
IRS990/PYSalariesCompEmpBnftPaidAmt0611422
IRS990/PYTotalExpensesAmt0874209
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0933076
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-24161
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0591562
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0131250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0237500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0591562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0883076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0595779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02070417
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02307917
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0591562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0933076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0727029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056250
IRS990ScheduleA/Total509Grp/TotalAmt02307917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0591562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0933076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0727029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02307917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02993
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from PE, LLC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02993
IRS990/ScheduleJRequiredInd00
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 reviwed 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 organizations form 1023 and 990 are available to the public upon request.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027154
IRS990/TotalAssetsEOYAmt02993
IRS990/TotalAssetsGrp/BOYAmt027154
IRS990/TotalAssetsGrp/EOYAmt02993
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0504456
IRS990/TotalFunctionalExpensesGrp/TotalAmt0593386
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027154
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02993
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0504456
IRS990/TotalProgramServiceRevenueAmt0569225
IRS990/TotalReportableCompFromOrgAmt0319350
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0569225
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0569225
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027154
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02993
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01351
IRS990/TravelGrp/ProgramServicesAmt07656
IRS990/TravelGrp/TotalAmt09007
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt027154
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02993
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02101 E 4th St Building B Floor 2
IRS990/USAddress/CityNm0Santa Ana
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0927051944
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.PE-Foundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robin Avelar La Salle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07145433807
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Principal's Exchange Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0272111542
ReturnHeader/Filer/PhoneNum07145433807
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 E 4th St Building B Floor 2
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927051944
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330639599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephens Reidinger & Beller LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 Dove Street Suite 890
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497527400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Stephens
ReturnHeader/ReturnTs02015-11-04T18:23:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.