Civic Intelligence

Pep for 909 and 840 Area Codes

EIN 83-1913922 • 501(c)6 • Westlake Village, CA

Profile

Public education program (pep) by communications providers operating in california for the implemention of the 909 and 840 overlay for providing more telephone numbers for communications services as mandated by ca public utilities commission decision 19-06-012 issued on 6/19/19.

4607 Lakeview Canyon Rd Suite 362Westlake Village, CA 91361
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

48th percentile

0.0%

Higher net margin than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

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.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin48th percentile

Revenue

$323,037

No earlier filing loaded for comparison.

Expenses

$323,037

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2021: $323,037Expenses 2021: $323,037Net Income 2021: $02021

Highlighted filing

2021

Revenue$323,037
Expenses$323,037
Net Income$0
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$323,037
Expenses
$323,037
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.23$3.23$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Feb 28, 2021
Signed
Mar 16, 2021
Return Version
2020v4.1
Gross Receipts
$323,037
Mission and Program Overview

Mission

Public education program (pep) by communications providers operating in california for the implemention of the 909 and 840 overlay for providing more telephone numbers for communications services as mandated by ca public utilities commission decision 19-06-012 issued on 6/19/19.

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Karen RiepenkrogerFinance Committee Co-chair
Shaunna ForsheeFinance Committee Co-chair
Revenue and Support

Revenue Composition

Contributions and Grants
$323,037
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$13,200-$13,200
Fees for Services Legal-$325-$325
Other Expenses$4--$4
Total Functional Expenses$309,512$13,525$0$323,037
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Board to review 990 prior to filing.”

Governing documents etc available to public Part VI line 19

“UPON REQUEST.”

Part VI response or note to any other line in Part VI

“Line 11 b form 990 is reviewed by the finance committee co-chairs and reported to the general membership line 19conflict of interest policy not applicable to this organizationfinancial statements were made available by the finance committee co-chairs to the general membership, which included california public utilities staff”

Filing and Contact Details

Filer

Filer Name
Pep for 909 and 840 Area Codes
EIN
83-1913922
Address
4607 LAKEVIEW CANYON RD SUITE 362, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Lorraine Kocen
Title
Treasurer
Phone
8055585158
Signed
2021-03-16
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
CA
Voting Board Members
52
Independent Board Members
52
Employees
0
Volunteers
2

Preparer

Firm
Kevin Jester CPA
Address
43 South Skyline Drive, Thousand Oaks, CA 91362
Preparer
Kevin Jester
Phone
8054969990
Supplemental Narrative

Additional Explanations

Amended return information

“Per irs letter dated 12-9-2022.”

Raw XML Appendix231 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PUBLIC EDUCATION PROGRAM (PEP) BY COMMUNICATIONS PROVIDERS OPERATING IN CALIFORNIA FOR THE IMPLEMENTION OF THE 909 AND 840 OVERLAY FOR PROVIDING MORE TELEPHONE NUMBERS FOR COMMUNICATIONS SERVICES AS MANDATED BY CA PUBLIC UTILITIES COMMISSION DECISION 19-06-012 ISSUED ON 6/19/19.
IRS990/AmendedReturnInd0X
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IRS990/BooksInCareOfDetail/PersonNm0LORRAINE KOCEN
IRS990/BooksInCareOfDetail/PhoneNum08055585158
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04607 LAKEVIEW CANYON RD SUITE 362
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTLAKE VILLAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091361
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0323037
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0323037
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt00
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IRS990/CYTotalRevenueAmt0323037
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MEMBERS ARE COMMUNICATIONS PROVIDERS IN CALIFORNIA WITH ASSIGNED BLOCKS OF NUMBERS IN AREA CODE 909. EACH MEMBER WAS ASSESSED A SHARE OF THE PROJECT EXPENSE BASED ON THE AMOUNT OF NUMBER BLOCKS ASSIGNED TO THEM. FUNDS COLLECTED WERE USED TO IMPLEMENT THE PROJECT; THE MAIN PURPOSE OF THE PROJECT WAS PUBLIC EDUCATION ABOUT THE OVERLAY , WITH THE ELIMINATION OF 7 DIGIT DIALING. MASS MEDIA ADVERTISING CAMPAIGN INCLUDED TELEVISION, RADIO, PRINT, MASS MAILINGS AND SOCIAL MEDIA IN VARIOUS LANGUAGES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0309512
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013200
IRS990/FeesForServicesAccountingGrp/TotalAmt013200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0325
IRS990/FeesForServicesLegalGrp/TotalAmt0325
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0SHAUNNA FORSHEE
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN RIEPENKROGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0FINANCE COMMITTEE CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE COMMITTEE CO-CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt052
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0323037
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt052
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0323037
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PUBLIC EDUCATION PROGRAM (PEP) BY COMMUNICATIONS PROVIDERS OPERATING IN CALIFORNIA FOR THE IMPLEMENTION OF THE 909 AND 840 OVERLAY FOR PROVIDING MORE TELEPHONE NUMBERS FOR COMMUNICATIONS SERVICES AS MANDATED BY CA PUBLIC UTILITIES COMMISSION DECISION 19-06-012 ISSUED ON 6/19/19.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADVERTISING CAMPAIGN
IRS990/OtherExpensesGrp/Desc1POSTAGE AND MAILING SERVICES
IRS990/OtherExpensesGrp/Desc2SALES TAX POSTAGE AND MAILIN
IRS990/OtherExpensesGrp/ProgramServicesAmt0309350
IRS990/OtherExpensesGrp/ProgramServicesAmt1158
IRS990/OtherExpensesGrp/ProgramServicesAmt24
IRS990/OtherExpensesGrp/TotalAmt0309350
IRS990/OtherExpensesGrp/TotalAmt1158
IRS990/OtherExpensesGrp/TotalAmt24
IRS990/PartialLiquidationInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0323037
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KAREN RIEPENKROGER
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0PROJECT TERMINATED NO ASSETS TO DISTRIBUTE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER IRS LETTER DATED 12-9-2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD TO REVIEW 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11 B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE CO-CHAIRS AND REPORTED TO THE GENERAL MEMBERSHIP LINE 19CONFLICT OF INTEREST POLICY NOT APPLICABLE TO THIS ORGANIZATIONFINANCIAL STATEMENTS WERE MADE AVAILABLE BY THE FINANCE COMMITTEE CO-CHAIRS TO THE GENERAL MEMBERSHIP, WHICH INCLUDED CALIFORNIA PUBLIC UTILITIES STAFF
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI response or note to any other line in Part VI
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
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IRS990/TotalAssetsGrp/BOYAmt00
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0323037
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309512
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0323037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt052
IRS990/VotingMembersIndependentCnt052
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORRAINE KOCEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055585158
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEP FOR 909 AND 840 AREA CODES
ReturnHeader/Filer/BusinessNameControlTxt0PEPF
ReturnHeader/Filer/EIN0831913922
ReturnHeader/Filer/USAddress/AddressLine1Txt04607 LAKEVIEW CANYON RD SUITE 362
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830417659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN JESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 South Skyline Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08054969990
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Jester
ReturnHeader/ReturnTs02022-12-20T13:47:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORRAINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOCEN
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

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