Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Down$214,230
Down $14,535 (-6.4%) from 2019
Net Assets
Down$214,230
Down $14,535 (-6.4%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue And Expenses
Revenue
Down$149,611
Down $56,569 (-27%) from 2019
Expenses
Down$121,893
Down $82,363 (-40%) from 2019
Net Income
Up$27,718
Up $25,794 (+1341%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Nov 18, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $149,611
Mission and Program Overview
Mission
The purpose of the palos verdes assembly is to provide an educational, self-improvement program for high school and intermediate school students by teaching social graces, dance, protocol, and etiquette, while encouraging young adults to volunteer their services to the community.
The purpose of the palos verdes assembly is to provide an educational, self-improvement program for high school students by teaching social graces, dance, protocol, and etiquette, while encouraging young adults to volunteer their services to the community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PROGRAM ENCOURAGES ITS MEMBERS TO PARTICIPATE IN COMMUNITY VOLUNTEERISM AND HOSTS A BALL FOR ITS MEMBERS ANNUALLY WHERE THEY PRACTICE THE ETIQUETTE, DANCE, AND SOCIAL GRACES THEY HAVE LEARNED. | $0 | $110,664 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARGARET TRESTER | President/Administrator | PT | $0 | - | - |
| JEAN CHRISTEN | Recording Secretary | - | $0 | - | - |
| KRIS BERNHARDT | Treasurer | PT | $0 | - | - |
| SUZANNE MCLEOD | Attendance Coordinator | PT | $0 | - | - |
| CAROLYN CARPENTER | Documentation Coordinator | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Palos Verdes Assembly
- EIN
- 33-0562728
- Phone
- 3107966187
- Address
- PO BOX 3103, PALOS VERDES PENINSULA, CA 90274
Signing Officer
- Name
- Kris Bernhardt
- Title
- Treasurer
- Phone
- 3107966187
- Signed
- 2020-11-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Elaine L Ng CPA
- Address
- 28715 DOVERRIDGE DRIVE, RANCHO PALOS VERDES, CA 90275
- Preparer
- Elaine L Ng
- Phone
- 3105410891
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 2243.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: other income. Amount: 500.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: program services. Amount: 110664. Description: community service expense. Amount: 362. Description: coordinating council. Amount: 25. Description: coordinator expenses. Amount: 112. Description: hospitality expenses. Amount: 290. Description: legal and taxes. Amount: 591. Description: membership supplies. Amount: 797. Description: orientation expenses. Amount: 201. Description: po box rental. Amount: 170. Description: sunshine fund. Amount: 205. Description: website maintenance. Amount: 820. Description: yearbook advertising. Amount: 1200. Description: treasurer expense. Amount: 415. Description: storage. Amount: 2262. Description: bank charges. Amount: 10. Description: dropbox fees. Amount: 120. Description: insurance. Amount: 3349. Description: meeting venue. Amount: 300. Total to form 990-ez, line 16: 121893.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: asset transfer. Amount: -42253.”
Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3107966187 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 3103 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PALOS VERDES PENINSULA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 90274 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 228765 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 214230 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27718 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 228765 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 214230 |
| IRS990EZ/GrossReceiptsAmt | 0 | 149611 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2243 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 63400 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 228765 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 214230 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 228765 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 214230 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARGARET TRESTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JEAN CHRISTEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRIS BERNHARDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SUZANNE MCLEOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CAROLYN CARPENTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/ADMINISTRATOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | RECORDING SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | ATTENDANCE COORDINATOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DOCUMENTATION COORDINATOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -42253 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 121893 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 500 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE PALOS VERDES ASSEMBLY IS TO PROVIDE AN EDUCATIONAL, SELF-IMPROVEMENT PROGRAM FOR HIGH SCHOOL STUDENTS BY TEACHING SOCIAL GRACES, DANCE, PROTOCOL, AND ETIQUETTE, WHILE ENCOURAGING YOUNG ADULTS TO VOLUNTEER THEIR SERVICES TO THE COMMUNITY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 83468 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PROGRAM ENCOURAGES ITS MEMBERS TO PARTICIPATE IN COMMUNITY VOLUNTEERISM AND HOSTS A BALL FOR ITS MEMBERS ANNUALLY WHERE THEY PRACTICE THE ETIQUETTE, DANCE, AND SOCIAL GRACES THEY HAVE LEARNED. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 110664 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 121893 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 110664 |
| IRS990EZ/TotalRevenueAmt | 0 | 149611 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 2243. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OTHER INCOME. AMOUNT: 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PROGRAM SERVICES. AMOUNT: 110664. DESCRIPTION: COMMUNITY SERVICE EXPENSE. AMOUNT: 362. DESCRIPTION: COORDINATING COUNCIL. AMOUNT: 25. DESCRIPTION: COORDINATOR EXPENSES. AMOUNT: 112. DESCRIPTION: HOSPITALITY EXPENSES. AMOUNT: 290. DESCRIPTION: LEGAL AND TAXES. AMOUNT: 591. DESCRIPTION: MEMBERSHIP SUPPLIES. AMOUNT: 797. DESCRIPTION: ORIENTATION EXPENSES. AMOUNT: 201. DESCRIPTION: PO BOX RENTAL. AMOUNT: 170. DESCRIPTION: SUNSHINE FUND. AMOUNT: 205. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 820. DESCRIPTION: YEARBOOK ADVERTISING. AMOUNT: 1200. DESCRIPTION: TREASURER EXPENSE. AMOUNT: 415. DESCRIPTION: STORAGE. AMOUNT: 2262. DESCRIPTION: BANK CHARGES. AMOUNT: 10. DESCRIPTION: DROPBOX FEES. AMOUNT: 120. DESCRIPTION: INSURANCE. AMOUNT: 3349. DESCRIPTION: MEETING VENUE. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 121893. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ASSET TRANSFER. AMOUNT: -42253. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRIS BERNHARDT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3107966187 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PALOS VERDES ASSEMBLY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PALO |
| ReturnHeader/Filer/EIN | 0 | 330562728 |
| ReturnHeader/Filer/PhoneNum | 0 | 3107966187 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 3103 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PALOS VERDES PENINSULA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 90274 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 5B14A87FBC2AF048E09DA7C1E728834E6A35BD28 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 5B14A87FBC2AF048E09DA7C1E728834E6A35BD28 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 104.227.193.37 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-18 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 00:52:28 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330333412 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ELAINE L NG CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 28715 DOVERRIDGE DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RANCHO PALOS VERDES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 90275 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3105410891 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ELAINE L NG |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-11-18T03:11:24-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $214,230
- Liabilities
- $0
- Net assets
- $214,230
- Revenue
- $149,611
- Expenses
- $121,893
- Net income
- $27,718