Civic Intelligence

Pti Solutions Supplemental Unemployment Benefit Plan Trust

990EZ • Fiscal year 2017 • EIN 81-6928583

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
1011 Camino Del Rio SSan Diego, CA 92108

(916) 426-1000

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

$37,984

No earlier filing loaded for comparison.

Net Assets

$31,446

No earlier filing loaded for comparison.

Liabilities

$6,538

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin58th percentile

Revenue

$189,081

No earlier filing loaded for comparison.

Expenses

$176,473

No earlier filing loaded for comparison.

Net Income

$12,608

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.

$40K$30K$20K$10K$0Assets 2017: $37,984Liabilities 2017: $6,538Net Assets 2017: $31,4462017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$37,984
Liabilities$6,538
Net Assets$31,446
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2017: $189,081Expenses 2017: $176,473Net Income 2017: $12,6082017Revenue 2018: $2,970Expenses 2018: $34,416Net Income 2018: -$31,4462018

Highlighted filing

2017

Revenue$189,081
Expenses$176,473
Net Income$12,608
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$189,081
Mission and Program Overview

Mission

This is a welfare benefit plan that provides supplemental unemployment benefits through a single employer plan established under section 501(c)(17) of the internal revenue code.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ALL ELIGIBLE EMPLOYEES OF PINNACLE TELECOMMUNICATIONS, INC. (80 PARTICIPANTS COVERED AT 12/31/17.)$176,473-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CECELIA SULLIVANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pti Solutions Supplemental Unemployment
EIN
81-6928583
Address
1011 CAMINO DEL RIO S, SAN DIEGO, CA 92108

Signing Officer

Name
Cecelia Sullivan
Title
Trustee
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Julie a Firl
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Assets.1005

“Accounts Receivable - Beginning $21474 Accounts Receivable - Ending $3390”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $16308 Accounts Payable and Accrued Expenses - Ending $6538”

Raw XML Appendix98 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0166260
IRS990EZ/BooksInCareOfDetail/PersonNm0NORMA MCGUIRE
IRS990EZ/BooksInCareOfDetail/PhoneNum09164261000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01011 CAMINO DEL RIO S STE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921083567
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034594
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012608
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010213
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035146
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037984
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0189081
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CECELIA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021474
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS IS A WELFARE BENEFIT PLAN THAT PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS THROUGH A SINGLE EMPLOYER PLAN ESTABLISHED UNDER SECTION 501(C)(17) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramServiceRevenueAmt0189081
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ALL ELIGIBLE EMPLOYEES OF PINNACLE TELECOMMUNICATIONS, INC. (80 PARTICIPANTS COVERED AT 12/31/17.)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0176473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016308
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06538
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0176473
IRS990EZ/TotalProgramServiceExpensesAmt0176473
IRS990EZ/TotalRevenueAmt0189081
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounts Receivable - Beginning $21474 Accounts Receivable - Ending $3390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $16308 Accounts Payable and Accrued Expenses - Ending $6538
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CECELIA SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTI SOLUTIONS SUPPLEMENTAL UNEMPLOYMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PTIS
ReturnHeader/Filer/EIN0816928583
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 CAMINO DEL RIO S
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952076568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921083820
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A FIRL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T09:38:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,984
Liabilities
$6,538
Net assets
$31,446
Revenue
$189,081
Expenses
$176,473
Net income
$12,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$0.34$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.07$0.31$1.89$1.76$0.13