Civic Intelligence

Puc National

990 • Fiscal year 2015 • EIN 46-2487084

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization ProfileN/A
1405 N San Fernando BlvdBurbank, CA 91504

(818) 559-7699

Siviq Scores

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

Liabilities / Assets

84th percentile

0.68x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.20x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

21st percentile

-10.0%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

89th percentile

$195,006

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,316,575

Up $416,868 (+46%) from 2014

Net Assets

Down

$420,491

Down $454,317 (-52%) from 2014

Liabilities

Up

$896,084

Up $871,185 (+3499%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$4,543,496

Up $568,797 (+14%) from 2014

Expenses

Up

$4,997,813

Up $1,897,922 (+61%) from 2014

Net Income

Down

-$454,317

Down $1,329,125 (-152%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $899,707Liabilities 2014: $24,899Net Assets 2014: $874,8082014Assets 2015: $1,316,575Liabilities 2015: $896,084Net Assets 2015: $420,4912015Assets 2016: $732,097Liabilities 2016: $335,611Net Assets 2016: $396,4862016Assets 2017: $1,603,737Liabilities 2017: $642,170Net Assets 2017: $961,5672017Assets 2019: $2,286,041Liabilities 2019: $620,352Net Assets 2019: $1,665,6892019Assets 2020: $3,177,185Liabilities 2020: $661,992Net Assets 2020: $2,515,1932020Assets 2022: $3,101,421Liabilities 2022: $990,952Net Assets 2022: $2,110,4692022Assets 2023: $6,913,290Liabilities 2023: $1,379,844Net Assets 2023: $5,533,4462023Assets 2024: $6,806,065Liabilities 2024: $1,948,789Net Assets 2024: $4,857,2762024

Highlighted filing

2015

Assets$1,316,575
Liabilities$896,084
Net Assets$420,491
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $3,974,699Expenses 2014: $3,099,891Net Income 2014: $874,8082014Revenue 2015: $4,543,496Expenses 2015: $4,997,813Net Income 2015: -$454,3172015Revenue 2016: $4,566,831Expenses 2016: $4,532,987Net Income 2016: $33,8442016Revenue 2017: $5,734,246Expenses 2017: $5,132,138Net Income 2017: $602,1082017Revenue 2019: $5,978,979Expenses 2019: $5,520,942Net Income 2019: $458,0372019Revenue 2020: $6,370,085Expenses 2020: $5,452,385Net Income 2020: $917,7002020Revenue 2022: $6,480,985Expenses 2022: $6,700,101Net Income 2022: -$219,1162022Revenue 2023: $9,782,804Expenses 2023: $7,093,581Net Income 2023: $2,689,2232023Revenue 2024: $8,572,850Expenses 2024: $8,688,109Net Income 2024: -$115,2592024

Highlighted filing

2015

Revenue$4,543,496
Expenses$4,997,813
Net Income-$454,317
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$4,543,496
Mission and Program Overview

Mission

PUC National was founded to promote and support Partnerships to Uplift Communities (PUC Schools) and other public charter schools and educational programs

To support its related public charter schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$570,990$505,600▼ $65,390
Accounts Receivable$5,350$384,862▲ $379,512
Other Notes and Loans Receivable, Net-$100,000-
Land, Buildings, and Equipment, Net$28,722$34,978▲ $6,256
Prepaid Expenses and Deferred Charges$1,600$31,536▲ $29,936
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$899,707$1,316,575▲ $416,868
Other Assets Total$293,045$259,599▼ $33,446
Liabilities
Accounts Payable and Accrued Expenses$24,899$896,084▲ $871,185
Total Liabilities$24,899$896,084▲ $871,185
Net Assets / Fund Balance
Unrestricted Net Assets$874,808$420,491▼ $454,317
Total Net Assets Fund Balance$874,808$420,491▼ $454,317
Total Liabilities and Net Assets / Fund Balance$899,707$1,316,575▲ $416,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,978$5,744$28,722
Leasehold Improvements$12,000-$12,000
Other Assets Org$246,072--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacqueline Elliot EddExecutive MgrFT$192,696$2,310$195,006
Edward VandenbergSchool Dev. VPFT$142,500$4,121$146,621
Magdalena Orozco-oteroChiefFT$125,921$4,907$130,828
Jaime SerranoVP of ItFT$117,679$5,907$123,586
Jacqueline Duvivier-castilloDirector Bus. Dev.FT$102,948$10,416$113,364
Revenue and Support

Revenue Composition

Contributions and Grants
$324,722
Program Service Revenue
$4,218,183
Investment Income
$591
Other Revenue
$0
All Other Contributions
$324,722
Change in Net Assets
$-454,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,239,514
Other Expenses$1,758,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$2,151,713-$2,151,713
Current Officers, Directors, Trustees, and Key Employees-$709,405-$709,405
Other Employee Benefits-$378,396-$378,396
All Other Expenses-$335,713-$335,713
Other Expenses-$224,854-$224,854
Travel-$140,794-$140,794
Insurance-$14,124-$14,124
Depreciation Depletion-$5,744-$5,744
Total Functional Expenses$0$4,997,813$0$4,997,813
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed and approved by the governing body before signing and filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Puc national's conflict of interest policy requires persons with an actual or potential conflict of interest to disclose the existence and nature of his or her financial interests to the board of directors. Where there is reasonable cause to believe actual or possible conflicts of interest were not disclosed, the board investigates and takes appropriate disciplinary and corrective actions.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The salaries of top management officials are approved by resolution of the board of directors, which compares the reasonable compensation for such services that would currently be paid by like enterprises under like circumstances.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The chief operating ooficer or board delegate determines the salaries of key employees based on reasonable compensation for such services that would be paid by like enterprises under like circumstances at the time the contract is entered.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Puc national makes available for public inspection at its principal office a copy of its annual returns for the last three years, its state and federal tax exemption applications and all governing documents and policies.”

Filing and Contact Details

Filer

Filer Name
Puc National
EIN
46-2487084
Phone
8185597699
Address
1405 N SAN FERNANDO BLVD, BURBANK, CA 91504

Signing Officer

Name
Jacqueline Elliot Edd
Title
Executive Mgr
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Elliot Edd
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
72

Preparer

Firm
McLean Rotherham & Company
Address
11717 Bernardo Plaza Ct Suite 215, San Diego, CA 92128
Preparer
James A Rotherham CPA
Phone
8584875751
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IRS990/MissionDesc0PROMOTE, SUPPORT, BENEFIT, REPLICATE, AND CARRY OUT THE PURPOSES OF:(A)PARTNERSHIPS TO UPLIFT COMMUNITIES LAKE VIEW TERRACE, PARTNERSHIPS TO UPLIFT COMMUNITIES VALLEY, AND PARTNERSHIPS TO UPLIFT COMMUNITIES LOS ANGELES, WHICH ARE NON PROFIT PUBLIC BENEFIT CORPORATIONS THAT OPERATE PUBLIC CHARTER SCHOOLS AND ADVANCE THE EDUCATION AND TRAING OF YOUNG MEN AND WOMEN; AND (B) SUCH OTHER PUBLIC CHARTER SCHOOLS OR OTHER EDUCATIONAL PROGRAMS AS MAY BE ESTABLISHED TO PROVIDE EDUCATION BASED ON THE EDUCATIONAL AND TEACHING CONCEPTS, METHODS, MODELS, TECHNIQUES, SYSTEMS AND MATERIALS OF ANY OF THE PARTNERSHIPS TO UPLIFT COMMUNITIES OR THIS CORPORATION.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08518786
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05744
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028722
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt013527
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1246072
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER CURRENT ASSETS
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0259599
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JACQUELINE ELLIOT EDD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE MGR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUC NATIONAL'S CONFLICT OF INTEREST POLICY REQUIRES PERSONS WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTERESTS TO THE BOARD OF DIRECTORS. WHERE THERE IS REASONABLE CAUSE TO BELIEVE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST WERE NOT DISCLOSED, THE BOARD INVESTIGATES AND TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARIES OF TOP MANAGEMENT OFFICIALS ARE APPROVED BY RESOLUTION OF THE BOARD OF DIRECTORS, WHICH COMPARES THE REASONABLE COMPENSATION FOR SUCH SERVICES THAT WOULD CURRENTLY BE PAID BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHIEF OPERATING OOFICER OR BOARD DELEGATE DETERMINES THE SALARIES OF KEY EMPLOYEES BASED ON REASONABLE COMPENSATION FOR SUCH SERVICES THAT WOULD BE PAID BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES AT THE TIME THE CONTRACT IS ENTERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUC NATIONAL MAKES AVAILABLE FOR PUBLIC INSPECTION AT ITS PRINCIPAL OFFICE A COPY OF ITS ANNUAL RETURNS FOR THE LAST THREE YEARS, ITS STATE AND FEDERAL TAX EXEMPTION APPLICATIONS AND ALL GOVERNING DOCUMENTS AND POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PARTNERSHIP TO UPLIFT COMMUNITIES - VAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PARTNERSHIP TO UPLIFT COMMUNITIES - LT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PARTNERSHIP TO UPLIFT COMMUNITIES - LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PUC ACHEIVE CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263393593
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1743102820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2263393680
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARTER SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CHARTER SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1170(B)(1)(A) (ii)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3170(B)(1)(A) (ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21405 N SAN FERNANDO BLVD 303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt314 MARK STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ROCHESTER
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191504
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291504
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,316,575
Liabilities
$896,084
Net assets
$420,491
Revenue
$4,543,496
Expenses
$4,997,813
Net income
-$454,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$1.95$4.86$8.57$8.69$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.91$1.38$5.53$9.78$7.09$2.69
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.99$2.11$6.48$6.70$0.22
2020Summary only. Only limited summary data is available for this year.$3.18$0.66$2.52$6.37$5.45$0.92
2019Summary only. Only limited summary data is available for this year.$2.29$0.62$1.67$5.98$5.52$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.64$0.96$5.73$5.13$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.34$0.40$4.57$4.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.90$0.42$4.54$5.00$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.87$3.97$3.10$0.87