Civic Intelligence

Paso Robles Public Educators

990 • Fiscal year 2017 • EIN 77-0493947

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 03, 2018

7520 Santa YnezAtascadero, CA 93422

(805) 466-7438

Siviq Scores

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

Liabilities / Assets

88th percentile

0.11x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.02x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$4,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

46%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

8.6%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$85,338

Up $27,079 (+46%) from 2016

Net Assets

Up

$76,135

Up $25,991 (+52%) from 2016

Liabilities

Up

$9,203

Up $1,088 (+13%) from 2016

Revenue

Up

$381,230

Up $30,253 (+8.6%) from 2016

Expenses

Up

$355,239

Up $14,642 (+4.3%) from 2016

Net Income

Up

$25,991

Up $15,611 (+150%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $83,693Liabilities 2011: $26,326Net Assets 2011: $57,3672011Assets 2012: $148,166Liabilities 2012: $116,687Net Assets 2012: $31,4792012Assets 2013: $25,919Liabilities 2013: $11,035Net Assets 2013: $14,8842013Assets 2014: $37,362Liabilities 2014: $9,233Net Assets 2014: $28,1292014Assets 2015: $47,807Liabilities 2015: $8,043Net Assets 2015: $39,7642015Assets 2016: $58,259Liabilities 2016: $8,115Net Assets 2016: $50,1442016Assets 2017: $85,338Liabilities 2017: $9,203Net Assets 2017: $76,1352017Assets 2018: $105,332Liabilities 2018: $7,002Net Assets 2018: $98,3302018Assets 2019: $121,502Liabilities 2019: $3,898Net Assets 2019: $117,6042019Assets 2020: $139,230Liabilities 2020: $7,064Net Assets 2020: $132,1662020Assets 2021: $152,930Liabilities 2021: $4,053Net Assets 2021: $148,8772021Assets 2022: $0Net Assets 2022: $148,8772022Assets 2023: $184,428Liabilities 2023: $34,348Net Assets 2023: $150,0802023Assets 2024: $159,663Liabilities 2024: $7,029Net Assets 2024: $152,6342024Assets 2025: $177,703Liabilities 2025: $14,334Net Assets 2025: $163,3692025

Highlighted filing

2017

Assets$85,338
Liabilities$9,203
Net Assets$76,135

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $336,487Expenses 2011: $323,327Net Income 2011: $13,1602011Revenue 2012: $324,599Expenses 2012: $350,487Net Income 2012: -$25,8882012Revenue 2013: $304,476Expenses 2013: $321,071Net Income 2013: -$16,5952013Revenue 2014: $329,192Expenses 2014: $315,947Net Income 2014: $13,2452014Revenue 2015: $346,738Expenses 2015: $335,103Net Income 2015: $11,6352015Revenue 2016: $350,977Expenses 2016: $340,597Net Income 2016: $10,3802016Revenue 2017: $381,230Expenses 2017: $355,239Net Income 2017: $25,9912017Revenue 2018: $392,172Expenses 2018: $369,977Net Income 2018: $22,1952018Revenue 2019: $373,516Expenses 2019: $350,861Net Income 2019: $22,6552019Revenue 2020: $360,102Expenses 2020: $345,540Net Income 2020: $14,5622020Revenue 2021: $360,883Expenses 2021: $344,172Net Income 2021: $16,7112021Revenue 2022: $02022Revenue 2023: $381,496Expenses 2023: $380,249Net Income 2023: $1,2472023Revenue 2024: $403,754Expenses 2024: $401,201Net Income 2024: $2,5532024Revenue 2025: $421,128Expenses 2025: $410,393Net Income 2025: $10,7352025

Highlighted filing

2017

Revenue$381,230
Expenses$355,239
Net Income$25,991
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 3, 2018
Return Version
2016v3.0
Gross Receipts
$381,230
Mission and Program Overview

Mission

Representation of certified employees of Paso Robles Schools

Collective bargaining representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$50,144$76,135▲ $25,991
Cash and Non-Interest-Bearing Accounts$25,104$65,726▲ $40,622
Accounts Receivable$10,981$15,601▲ $4,620
Savings and Temporary Cash Investments$20,373$3,465▼ $16,908
Prepaid Expenses and Deferred Charges$769$0▼ $769
Land, Buildings, and Equipment, Net$1,032$546▼ $486
Other Notes and Loans Receivable, Net-$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$58,259$85,338▲ $27,079
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$8,115$9,203▲ $1,088
Total Liabilities$8,115$9,203▲ $1,088
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,144$76,135▲ $25,991
Total Liabilities and Net Assets / Fund Balance$58,259$85,338▲ $27,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$546$911$1,457
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Fred KloepperPresidentPT$4,000$4,000
Robert SkinnerTreasurerPT$2,750$2,750
Mark BradfordVice President-$2,000$2,000
Stephenie WalkerVice President-$2,000$2,000
David BoicourtRecording Sec.-$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$352,149
Investment Income
$75
Other Revenue
$29,006
Change in Net Assets
$25,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$317,637
Salaries, Compensation, and Employee Benefits$37,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$289,748
Other Salaries and Wages---$24,000
Current Officers, Directors, Trustees, and Key Employees---$11,750
Conferences and Meetings---$7,886
Fees for Services Accounting---$6,860
Payroll Taxes---$1,852
Office Expenses---$1,131
Insurance---$538
Depreciation Depletion---$486
Other Expenses---$50
All Other Expenses---$12
Total Functional Expenses$0$0$0$355,239
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Union has members who sign a membership card

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

All officers are elected by the membership

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Changes in the employment contract with the members' employer are subject to ratification by the membership

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

The 990 form is prepared by an independent CPA and reviewed by the treasurer before filing.

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

Compensation is confined to small stipends which are approved by the Executive Board

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

Small stipends are paid for attendance at Executive Board meetings

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

Upon request of a member only

Filing and Contact Details

Filer

Filer Name
Paso Robles Public Educators
EIN
77-0493947
Phone
8054667438
Address
7520 Santa Ynez, Atascadero, CA 93422

Signing Officer

Name
Robert Skinner
Title
Treasurer
Signed
2018-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Kloepper
Formed
1976
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
0
Employees
1
Volunteers
20

Preparer

Firm
Rita C Villa CPA
Address
4353 COLFAX AVE 6, STUDIO CITY, CA 91604
Preparer
John K Pooley
Phone
8183704613
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Changes in the employment contract with the members' employer are subject to ratification by the membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 form is prepared by an independent CPA and reviewed by the treasurer before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation is confined to small stipends which are approved by the Executive Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Small stipends are paid for attendance at Executive Board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon request of a member only
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt058259
IRS990/TotalAssetsEOYAmt085338
IRS990/TotalAssetsGrp/BOYAmt058259
IRS990/TotalAssetsGrp/EOYAmt085338
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0355239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08115
IRS990/TotalLiabilitiesEOYAmt09203
IRS990/TotalLiabilitiesGrp/BOYAmt08115
IRS990/TotalLiabilitiesGrp/EOYAmt09203
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076135
IRS990/TotalProgramServiceRevenueAmt0352149
IRS990/TotalReportableCompFromOrgAmt011750
IRS990/TotalRevenueGrp/ExclusionAmt075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0381155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0381230
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058259
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085338
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 Niblick Road
IRS990/USAddress/CityNm0Paso Robles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093442
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.prpe.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Skinner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Paso Robles Public Educators
ReturnHeader/Filer/BusinessNameControlTxt0PASO
ReturnHeader/Filer/EIN0770493947
ReturnHeader/Filer/PhoneNum08054667438
ReturnHeader/Filer/USAddress/AddressLine1Txt07520 Santa Ynez
ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITA C VILLA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04353 COLFAX AVE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUDIO CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091604
ReturnHeader/PreparerPersonGrp/PhoneNum08183704613
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John K Pooley
ReturnHeader/ReturnTs02018-04-03T19:34:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.14$1.63$4.21$4.10$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$4.04$4.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.34$1.50$3.81$3.80$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.00$1.49$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$3.61$3.44$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.07$1.32$3.60$3.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.18$3.74$3.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.07$0.98$3.92$3.70$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.09$0.76$3.81$3.55$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.08$0.50$3.51$3.41$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.08$0.40$3.47$3.35$0.12
2014Summary only. Only limited summary data is available for this year.$0.37$0.09$0.28$3.29$3.16$0.13
2013Summary only. Only limited summary data is available for this year.$0.26$0.11$0.15$3.04$3.21$0.17
2012Summary only. Only limited summary data is available for this year.$1.48$1.17$0.31$3.25$3.50$0.26
2011Summary only. Only limited summary data is available for this year.$0.84$0.26$0.57$3.36$3.23$0.13