Civic Intelligence

Richard Penjoyan Educational Trust

990PF • Fiscal year 2018 • EIN 33-6277180

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

Organization Profile
17321 Rob Roy CircleHuntington Beach, CA 92647

(714) 504-9092

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

6.9%

Faster asset growth than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$273,274

Up $17,710 (+6.9%) from 2017

Net Assets

Up

$273,274

Up $17,710 (+6.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$67,779

Up $15,655 (+30%) from 2017

Expenses

Up

$50,069

Up $9,259 (+23%) from 2017

Net Income

Up

$17,710

Up $6,396 (+57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2018

Assets$273,274
Liabilities$0
Net Assets$273,274
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

2018

Revenue$67,779
Expenses$50,069
Net Income$17,710
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Richard Penjoyan Educational Trust
EIN
33-6277180
Phone
7145049092
Address
17321 ROB ROY CIRCLE, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Peggy L Penjoyan
Title
Trustee
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Perle Gautschi & Company Inc
Address
2429 West Coast Highway STE 201, Newport Beach, CA 92663
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07551 WARNER AVE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116598 ALGONQUIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21680 E 16TH STREET E 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3315 13TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4874 OAK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5220 NEWPORT CENTER DR 11-192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67671 RHONE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73498 WIMBLEDON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8135 ROCHESTER ST APT A4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92032 WALLACE AVE APT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt109701 LA CAPILLA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110831 POLY COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1248524 LA PLAYA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUNTINGTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COSTA MESA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COSTA MESA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HUNTINGTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10FOUNTAIN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11FOUNTAIN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12COACHELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192649
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1292236
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157789
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08789
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0182789
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133289
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/TotalContributionsAmt050500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-91
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt2115
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY L PENJOYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD PENJOYAN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0336277180
ReturnHeader/Filer/PhoneNum07145049092
ReturnHeader/Filer/USAddress/AddressLine1Txt017321 ROB ROY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464201609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERLE GAUTSCHI & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02429 West Coast Highway STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092663
ReturnHeader/PreparerPersonGrp/PhoneNum09497525400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip W Gautschi CPA
ReturnHeader/ReturnTs02019-05-03T13:52:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$273,274
Liabilities
$0
Net assets
$273,274
Revenue
$67,779
Expenses
$50,069
Net income
$17,710
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