Civic Intelligence

Palos Verdes Assembly

990EZ • Fiscal year 2023 • EIN 33-0562728

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 07, 2023

PO Box 3103Palos Verdes Peninsula, CA 90274

(310) 796-6187

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-10%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

7.1%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$179,982

Down $20,975 (-10%) from 2022

Net Assets

Down

$179,982

Down $20,975 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$182,364

Up $12,034 (+7.1%) from 2022

Expenses

Up

$203,339

Up $62,796 (+45%) from 2022

Net Income

Down

-$20,975

Down $50,762 (-170%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $226,146Liabilities 2015: $0Net Assets 2015: $226,1462015Assets 2016: $219,640Liabilities 2016: $0Net Assets 2016: $219,6402016Assets 2017: $242,226Liabilities 2017: $0Net Assets 2017: $242,2262017Assets 2018: $226,841Liabilities 2018: $0Net Assets 2018: $226,8412018Assets 2019: $228,765Liabilities 2019: $0Net Assets 2019: $228,7652019Assets 2020: $214,230Liabilities 2020: $0Net Assets 2020: $214,2302020Assets 2021: $171,170Liabilities 2021: $0Net Assets 2021: $171,1702021Assets 2022: $200,957Liabilities 2022: $0Net Assets 2022: $200,9572022Assets 2023: $179,982Liabilities 2023: $0Net Assets 2023: $179,9822023Assets 2024: $177,533Liabilities 2024: $0Net Assets 2024: $177,5332024Assets 2025: $173,609Liabilities 2025: $0Net Assets 2025: $173,6092025

Highlighted filing

2023

Assets$179,982
Liabilities$0
Net Assets$179,982

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $175,050Expenses 2015: $165,668Net Income 2015: $9,3822015Revenue 2016: $168,521Expenses 2016: $173,427Net Income 2016: -$4,9062016Revenue 2017: $208,400Expenses 2017: $200,466Net Income 2017: $7,9342017Revenue 2018: $211,435Expenses 2018: $224,800Net Income 2018: -$13,3652018Revenue 2019: $206,180Expenses 2019: $204,256Net Income 2019: $1,9242019Revenue 2020: $149,611Expenses 2020: $121,893Net Income 2020: $27,7182020Revenue 2021: $62,141Expenses 2021: $105,301Net Income 2021: -$43,1602021Revenue 2022: $170,330Expenses 2022: $140,543Net Income 2022: $29,7872022Revenue 2023: $182,364Expenses 2023: $203,339Net Income 2023: -$20,9752023Revenue 2024: $190,887Expenses 2024: $193,336Net Income 2024: -$2,4492024Revenue 2025: $176,988Expenses 2025: $180,912Net Income 2025: -$3,9242025

Highlighted filing

2023

Revenue$182,364
Expenses$203,339
Net Income-$20,975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 7, 2023
Return Version
2022v5.0
Gross Receipts
$182,364
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

DescriptionGrantsExpenses
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$190,490
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIKO HAMAPresident/AdministratorPT$0--
LAURA MALONEYRecording Secretary-$0--
TINA LIUTreasurerPT$0--
KATHLEEN PULLEN-NORRISAttendance CoordinatorPT$0--
ANITA LEWISDocumentation CoordinatorPT$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
Tina Liu
Title
Treasurer
Phone
3107966187
Signed
2023-09-07
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: 29.

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

Description: program services. Amount: 190490. Description: community service expense. Amount: 631. Description: coordinator expenses. Amount: 124. Description: legal and taxes. Amount: 526. Description: membership supplies. Amount: 788. Description: po box rental. Amount: 258. Description: website maintenance. Amount: 1289. Description: yearbook advertising. Amount: 1275. Description: treasurer expense. Amount: 443. Description: storage. Amount: 2618. Description: dropbox fees. Amount: 120. Description: insurance. Amount: 3486. Description: sunshine fund. Amount: 549. Description: bank charges. Amount: 105. Description: hospitality. Amount: 317. Description: meeting venue. Amount: 240. Description: orientation . Amount: 80. Total to form 990-ez, line 16: 203339.

Raw XML Appendix125 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/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03107966187
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALOS VERDES PENINSULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090274
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0179982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20975
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0200957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0179982
IRS990EZ/GrossReceiptsAmt0182364
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0200957
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0179982
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0200957
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0179982
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIKO HAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TINA LIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN PULLEN-NORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANITA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ATTENDANCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DOCUMENTATION COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0203339
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/ProgramServiceRevenueAmt0132285
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0190490
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0203339
IRS990EZ/TotalProgramServiceExpensesAmt0190490
IRS990EZ/TotalRevenueAmt0182364
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM SERVICES. AMOUNT: 190490. DESCRIPTION: COMMUNITY SERVICE EXPENSE. AMOUNT: 631. DESCRIPTION: COORDINATOR EXPENSES. AMOUNT: 124. DESCRIPTION: LEGAL AND TAXES. AMOUNT: 526. DESCRIPTION: MEMBERSHIP SUPPLIES. AMOUNT: 788. DESCRIPTION: PO BOX RENTAL. AMOUNT: 258. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 1289. DESCRIPTION: YEARBOOK ADVERTISING. AMOUNT: 1275. DESCRIPTION: TREASURER EXPENSE. AMOUNT: 443. DESCRIPTION: STORAGE. AMOUNT: 2618. DESCRIPTION: DROPBOX FEES. AMOUNT: 120. DESCRIPTION: INSURANCE. AMOUNT: 3486. DESCRIPTION: SUNSHINE FUND. AMOUNT: 549. DESCRIPTION: BANK CHARGES. AMOUNT: 105. DESCRIPTION: HOSPITALITY. AMOUNT: 317. DESCRIPTION: MEETING VENUE. AMOUNT: 240. DESCRIPTION: ORIENTATION . AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 203339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03107966187
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALOS VERDES ASSEMBLY
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0330562728
ReturnHeader/Filer/PhoneNum03107966187
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3103
ReturnHeader/Filer/USAddress/CityNm0PALOS VERDES PENINSULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330333412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELAINE L NG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028715 DOVERRIDGE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO PALOS VERDES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090275
ReturnHeader/PreparerPersonGrp/PhoneNum03105410891
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE L NG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-07T12:05:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIU
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • <$500k nonprofits