Civic Intelligence

The Principal'S Exchange Foundation

990EZ • Fiscal year 2016 • EIN 27-2111542

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,036

Down $150 (-4.7%) from 2015

Net Assets

Down

$3,036

Down $150 (-4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $193 (-100%) from 2015

Expenses

Up

$150

Up $150 from 2015

Net Income

Down

-$150

Down $343 (-178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$3,036
Liabilities$0
Net Assets$3,036
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$0
Expenses$150
Net Income-$150
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Consultants 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.$0$150
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Estella RamirezCFO-$0--
David La SalleSecretary-$0--
Claudine BenderDirector-$0--
Leticia RodellaDirector-$0--
Art PonceDirector-$0--
Robin Avelar La SalleCEO-$0--
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
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Stephens Reidinger & Beller LLP
Address
1301 Dove Street Suite 890, Newport Beach, CA 92660
Preparer
David R Stephens
Phone
9497527400
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Bank fees. Amount: 150.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Due from Principal's Exchange. Beg. of Year Amount: 2,993. End of Year Amount: 2,993.”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Mike Frobenius
IRS990EZ/BooksInCareOfDetail/PhoneNum07145433807
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02101 E 4th St Building B Floor 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0927051944
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-150
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03186
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03036
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03036
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03036
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Estella Ramirez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David La Salle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Claudine Bender
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leticia Rodella
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Art Ponce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robin Avelar La Salle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CEO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02993
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02993
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0On-site professional development to schools and districts by providing guidance on best practices.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Consultants 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150
IRS990EZ/TotalProgramServiceExpensesAmt0150
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.PE-Foundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0131250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0591562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0883076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0595779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02070610
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02251860
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0591562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0933076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0727029
IRS990ScheduleA/Total509Grp/TotalAmt02251860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0591562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0933076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0727029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02251860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank fees. Amount: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Due from Principal's Exchange. Beg. of Year Amount: 2,993. End of Year Amount: 2,993.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robin Avelar La Salle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07145433807
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D538151596F09ECC885AF170BF57AF2CB000A46B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D538151596F09ECC885AF170BF57AF2CB000A46B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.252.103.122
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:03:56
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/ReturnTs02017-11-14T17:04:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,036
Liabilities
$0
Net assets
$3,036
Revenue
$0
Expenses
$150
Net income
-$150
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
2016Detailed filing. Detailed filing data is available for this year.$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