Civic Intelligence

Perris Elementary Teachers Association

990EZ • Fiscal year 2018 • EIN 33-0611939

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 23, 2018

Organization ProfileN/A
75 E Nuevo RoadPerris, CA 92571

(951) 657-3118

Siviq Scores

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

Liabilities / Assets

91st percentile

0.15x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.30x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

37%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

55th percentile

$1,750

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

48%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

7.3%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$174,061

Up $56,848 (+48%) from 2017

Net Assets

Up

$148,292

Up $31,679 (+27%) from 2017

Liabilities

Up

$25,769

Up $25,169 (+4195%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin93rd percentile

Revenue

Up

$86,747

Up $5,935 (+7.3%) from 2017

Expenses

Up

$55,068

Up $16,023 (+41%) from 2017

Net Income

Down

$31,679

Down $10,088 (-24%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$174,061
Liabilities$25,769
Net Assets$148,292
Open 2018 Filing

Operations Trend

Revenue Growth72nd 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

2018

Revenue$86,747
Expenses$55,068
Net Income$31,679
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 23, 2018
Return Version
2017v2.2
Gross Receipts
$86,747
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.$40,737-
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH ROWBOTHAMPresident/VP-$1,750-$1,750
JULIE BASTULLI 10 MONTHSSecretary-$900-$900
ROBIN JONES 10 MONTHSPresidentPT$770-$770
MICHAEL CAPPSTreasurer-$600-$600
SOCORRO GONZALEZ 2 MONTHSSecretary-$0--
CRAIG HARDESTY 2 MONTHSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Perris Elementary Teachers Association
EIN
33-0611939
Phone
9516573118
Address
75 E NUEVO ROAD, PERRIS, CA 92571

Signing Officer

Name
Michael Capps
Title
Treasurer
Signed
2018-11-23
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 $547”

Other Expenses.1005

“Travel $550”

Other Expenses.1007

“Conferences, Conventions, and Meetings $9192”

Other Expenses.1

“President release time $25169”

Other Expenses.2

“MEETING EXPENSES $3039”

Other Expenses.3

“STIPENDS $1590”

Other Expenses.4

“TELEPHONE $875”

Other Expenses.5

“MEMBERSHIP EXPENSES $519”

Other Expenses.6

“PRESIDENT EXPENSES $434”

Other Expenses.8

“Political action expenses $129”

Other Expenses.9

“Other program expenses $91”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $600 Accounts Payable and Accrued Expenses - Ending $25769”

Raw XML Appendix139 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/BooksInCareOfDetail/USAddress/CityNm0PERRIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092571
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174061
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IRS990EZ/ExcessOrDeficitForYearAmt031679
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IRS990EZ/GroupExemptionNum04003
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086047
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN JONES 10 MONTHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH ROWBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL CAPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE BASTULLI 10 MONTHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SOCORRO GONZALEZ 2 MONTHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRAIG HARDESTY 2 MONTHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042135
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/PrintingPublicationsPostageAmt0338
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/GrantsAndAllocationsAmt040737
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04020
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025769
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055068
IRS990EZ/TotalProgramServiceExpensesAmt040737
IRS990EZ/TotalRevenueAmt086747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $9192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENT RELEASE TIME $25169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING EXPENSES $3039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STIPENDS $1590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSES $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRESIDENT EXPENSES $434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POLITICAL ACTION EXPENSES $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER PROGRAM EXPENSES $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $600 Accounts Payable and Accrued Expenses - Ending $25769
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CAPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRIS ELEMENTARY TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0330611939
ReturnHeader/Filer/PhoneNum09516573118
ReturnHeader/Filer/USAddress/AddressLine1Txt075 E NUEVO ROAD
ReturnHeader/Filer/USAddress/CityNm0PERRIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092571
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330127863
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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/ReturnTs02018-11-23T11:31:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,061
Liabilities
$25,769
Net assets
$148,292
Revenue
$86,747
Expenses
$55,068
Net income
$31,679
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