Civic Intelligence

Perris Elementary Teachers Association

990EZ • Fiscal year 2015 • EIN 33-0611939

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 18, 2016

Organization ProfileN/A
40335 Calle MedusaTemecula, CA 92591

(951) 551-8948

Siviq Scores

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

Liabilities / Assets

96th percentile

0.45x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

0.70x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

51st percentile

$1,200

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

24%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$106,958

Up $13,309 (+14%) from 2014

Net Assets

Up

$58,938

Up $4,367 (+8.0%) from 2014

Liabilities

Up

$48,020

Up $8,942 (+23%) from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin58th percentile

Revenue

Up

$68,245

Up $12,993 (+24%) from 2014

Expenses

Down

$63,878

Down $9,363 (-13%) from 2014

Net Income

Up

$4,367

Up $22,356 (+124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$300K$200K$100K$0Assets 2012: $109,383Liabilities 2012: $37,943Net Assets 2012: $71,4402012Assets 2013: $100,138Liabilities 2013: $27,578Net Assets 2013: $72,5602013Assets 2014: $93,649Liabilities 2014: $39,078Net Assets 2014: $54,5712014Assets 2015: $106,958Liabilities 2015: $48,020Net Assets 2015: $58,9382015Assets 2016: $117,048Liabilities 2016: $42,202Net Assets 2016: $74,8462016Assets 2017: $117,213Liabilities 2017: $600Net Assets 2017: $116,6132017Assets 2018: $174,061Liabilities 2018: $25,769Net Assets 2018: $148,2922018Assets 2019: $204,818Liabilities 2019: $25,919Net Assets 2019: $178,8992019Assets 2020: $233,544Liabilities 2020: $25,919Net Assets 2020: $207,6252020

Highlighted filing

2015

Assets$106,958
Liabilities$48,020
Net Assets$58,938
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2012: $64,681Expenses 2012: $63,979Net Income 2012: $7022012Revenue 2013: $54,851Expenses 2013: $52,951Net Income 2013: $1,9002013Revenue 2014: $55,252Expenses 2014: $73,241Net Income 2014: -$17,9892014Revenue 2015: $68,245Expenses 2015: $63,878Net Income 2015: $4,3672015Revenue 2016: $76,496Expenses 2016: $60,588Net Income 2016: $15,9082016Revenue 2017: $80,812Expenses 2017: $39,045Net Income 2017: $41,7672017Revenue 2018: $86,747Expenses 2018: $55,068Net Income 2018: $31,6792018Revenue 2019: $88,110Expenses 2019: $55,934Net Income 2019: $32,1762019Revenue 2020: $85,336Expenses 2020: $56,410Net Income 2020: $28,9262020

Highlighted filing

2015

Revenue$68,245
Expenses$63,878
Net Income$4,367
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 18, 2016
Return Version
2014v6.0
Gross Receipts
$68,245
Mission and Program Overview

Mission

The mission of peta is to represent its members with their employers, and to be the exclusive representative of appropriate bargaining units of school employees of the perris elementary unified school district in all matters related to employment conditions and relations.

Program Services

DescriptionGrantsExpenses
PROMOTED ADVANCEMENT OF EDUCATION, TO FURTHER THE EDUCATIONAL INTERESTS OF THE MEMBER ASSOCIATIONS & TO FURNISH A PRACTICAL BASIS FOR THE UNITED ACTION DEVOTED TO THE CAUSE OF EDUCATION WITHIN THE PUBLIC SCHOOL DISTRICTS EMPLOYING TEACHERS BY THE MEMBER ASSOCIATIONS.$45,735-
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH ROWBOTHAMVice President-$1,200-$1,200
JULIE BASTULLISecretary-$900-$900
SHARON BREYERPresident/TreasPT$0--
HECTOR HERNANDEZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Perris Elementary Teachers Association
EIN
33-0611939
Phone
9515518948
Address
40335 CALLE MEDUSA, TEMECULA, CA 92591

Signing Officer

Name
Hector Hernandez
Title
Treasurer
Signed
2016-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Bishop CPA
Address
3726 Tibbetts Ste C, Riverside, CA 92506
Preparer
Stephen M Bishop
Phone
9517871100
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $292”

Other Expenses.1005

“Travel $1270”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3132”

Other Expenses.1

“President release time $41067”

Other Expenses.2

“NEGOTIATIONS $4098”

Other Expenses.3

“STIPENDS $2150”

Other Expenses.4

“MEETING EXPENSES $1015”

Other Expenses.5

“PRESIDENT EXPENSES $737”

Other Expenses.6

“RENT-STORAGE $563”

Other Expenses.8

“MEMBERSHIP $113”

Other Expenses.9

“Political action expenses $12”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $39078 Accounts Payable and Accrued Expenses - Ending $48020”

Raw XML Appendix132 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0HECTOR HERNANDEZ TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09515518948
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040335 CALLE MEDUSA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093649
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IRS990EZ/ExcessOrDeficitForYearAmt04367
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06975
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0132
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067750
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054571
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARON BREYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH ROWBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE BASTULLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HECTOR HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054449
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF PETA IS TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE PERRIS ELEMENTARY UNIFIED SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS AND RELATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0354
IRS990EZ/ProgramServiceRevenueAmt0363
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTED ADVANCEMENT OF EDUCATION, TO FURTHER THE EDUCATIONAL INTERESTS OF THE MEMBER ASSOCIATIONS & TO FURNISH A PRACTICAL BASIS FOR THE UNITED ACTION DEVOTED TO THE CAUSE OF EDUCATION WITHIN THE PUBLIC SCHOOL DISTRICTS EMPLOYING TEACHERS BY THE MEMBER ASSOCIATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045735
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02100
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt039078
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt048020
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063878
IRS990EZ/TotalProgramServiceExpensesAmt045735
IRS990EZ/TotalRevenueAmt068245
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENT RELEASE TIME $41067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEGOTIATIONS $4098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STIPENDS $2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEETING EXPENSES $1015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRESIDENT EXPENSES $737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RENT-STORAGE $563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP $113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POLITICAL ACTION EXPENSES $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $39078 Accounts Payable and Accrued Expenses - Ending $48020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HECTOR HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRIS ELEMENTARY TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0330611939
ReturnHeader/Filer/PhoneNum09515518948
ReturnHeader/Filer/USAddress/AddressLine1Txt040335 CALLE MEDUSA
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen M Bishop CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03726 Tibbetts Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092506
ReturnHeader/PreparerPersonGrp/PhoneNum09517871100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M BISHOP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-11T10:29:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,958
Liabilities
$48,020
Net assets
$58,938
Revenue
$68,245
Expenses
$63,878
Net income
$4,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.26$2.08$0.85$0.56$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.26$1.79$0.88$0.56$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.26$1.48$0.87$0.55$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.17$0.81$0.39$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.42$0.75$0.76$0.61$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.48$0.59$0.68$0.64$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.39$0.55$0.55$0.73$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.28$0.73$0.55$0.53$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.38$0.71$0.65$0.64$0.01