Civic Intelligence

The Principal'S Exchange Foundation

990 • Fiscal year 2014 • EIN 27-2111542

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profilewww.PE-Foundation.org
2101 E 4th St Building B Floor 2Santa Ana, CA 92705-1944

(714) 543-3807

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.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

29th percentile

-4.2%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$132,800

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

1st percentile

-89%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,993

Down $24,161 (-89%) from 2013

Net Assets

Down

$2,993

Down $24,161 (-89%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin29th percentile

Revenue

Down

$569,225

Down $363,851 (-39%) from 2013

Expenses

Down

$593,386

Down $280,823 (-32%) from 2013

Net Income

Down

-$24,161

Down $83,028 (-141%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

2014

Assets$2,993
Liabilities$0
Net Assets$2,993
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

2014

Revenue$569,225
Expenses$593,386
Net Income-$24,161
Open 2014 Filing
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

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 Pay93rd 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.

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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
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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

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,993
Liabilities
$0
Net assets
$2,993
Revenue
$569,225
Expenses
$593,386
Net income
-$24,161
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits