Civic Intelligence

Richard Penjoyan Educational Trust

990PF • Fiscal year 2014 • EIN 33-6277180

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

Organization Profile
17321 Rob Roy CircleHuntington Beach, CA 92647

(714) 842-8632

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$218,654

No earlier filing loaded for comparison.

Net Assets

$218,654

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

$24,084

No earlier filing loaded for comparison.

Expenses

$19,595

No earlier filing loaded for comparison.

Net Income

$4,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2014: $218,654Liabilities 2014: $0Net Assets 2014: $218,6542014Assets 2015: $227,817Liabilities 2015: $0Net Assets 2015: $227,8172015Assets 2016: $244,251Liabilities 2016: $1Net Assets 2016: $244,2502016Assets 2017: $255,564Liabilities 2017: $0Net Assets 2017: $255,5642017Assets 2018: $273,274Liabilities 2018: $0Net Assets 2018: $273,2742018Assets 2019: $294,291Liabilities 2019: $0Net Assets 2019: $294,2912019Assets 2020: $299,750Liabilities 2020: $0Net Assets 2020: $299,7502020Assets 2021: $334,239Liabilities 2021: $0Net Assets 2021: $334,2392021Assets 2022: $349,145Liabilities 2022: $0Net Assets 2022: $349,1452022Assets 2023: $368,273Liabilities 2023: $0Net Assets 2023: $368,2732023Assets 2024: $384,955Liabilities 2024: $0Net Assets 2024: $384,9552024

Highlighted filing

2014

Assets$218,654
Liabilities$0
Net Assets$218,654
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2014: $24,084Expenses 2014: $19,595Net Income 2014: $4,4892014Revenue 2015: $29,730Expenses 2015: $20,567Net Income 2015: $9,1632015Revenue 2016: $56,667Expenses 2016: $40,234Net Income 2016: $16,4332016Revenue 2017: $52,124Expenses 2017: $40,810Net Income 2017: $11,3142017Revenue 2018: $67,779Expenses 2018: $50,069Net Income 2018: $17,7102018Revenue 2019: $61,743Expenses 2019: $40,726Net Income 2019: $21,0172019Revenue 2020: $35,221Expenses 2020: $29,762Net Income 2020: $5,4592020Revenue 2021: $70,660Expenses 2021: $36,171Net Income 2021: $34,4892021Revenue 2022: $46,353Expenses 2022: $31,447Net Income 2022: $14,9062022Revenue 2023: $64,236Expenses 2023: $45,108Net Income 2023: $19,1282023Revenue 2024: $68,048Expenses 2024: $51,366Net Income 2024: $16,6822024

Highlighted filing

2014

Revenue$24,084
Expenses$19,595
Net Income$4,489
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY L PENJOYANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard Penjoyan Educational Trust
EIN
33-6277180
Phone
7148428632
Address
17321 ROB ROY CIRCLE, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Peggy L Penjoyan
Title
Trustee
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Perle Gautschi & Company Inc
Address
2081 BUSINESS CENTER DR STE 110, IRVINE, CA 92612-1169
Preparer
Philip W Gautschi CPA
Phone
9497525400
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010211
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061416
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015825
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08789
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt084494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075705
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PEGGY PENJOYAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt017321 ROB ROY CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HUNTINGTON BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092647
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt256
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTERY CHARITABLE TRUST
TaxesSchedule/TaxesDetail/CategoryTxt2UNITED STATES TREASURY
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY L PENJOYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD PENJOYAN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0336277180
ReturnHeader/Filer/PhoneNum07148428632
ReturnHeader/Filer/USAddress/AddressLine1Txt017321 ROB ROY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERLE GAUTSCHI & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02081 BUSINESS CENTER DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926121169
ReturnHeader/PreparerPersonGrp/PhoneNum09497525400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip W Gautschi CPA
ReturnHeader/ReturnTs02015-08-06T12:46:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,654
Liabilities
$0
Net assets
$218,654
Revenue
$24,084
Expenses
$19,595
Net income
$4,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.68$0.51$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.64$0.45$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.46$0.31$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.71$0.36$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.35$0.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.62$0.41$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.68$0.50$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.52$0.41$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.57$0.40$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.30$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.24$0.20$0.04