Civic Intelligence

Perris Secondary Educators Association Ctanea

990EZ • Fiscal year 2015 • EIN 90-0216501

Sep 01, 2014 to Aug 31, 2015 • Filed on Apr 06, 2016

PO Box 538Perris, CA 92570

(951) 743-4577

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

15%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$67,277

Up $7,298 (+12%) from 2014

Net Assets

Up

$67,277

Up $7,298 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$58,700

Up $7,497 (+15%) from 2014

Expenses

Up

$51,402

Up $1,716 (+3.5%) from 2014

Net Income

Up

$7,298

Up $5,781 (+381%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $75,831Net Assets 2010: $75,8312010Assets 2011: $59,613Net Assets 2011: $59,6132011Assets 2012: $59,785Net Assets 2012: $59,7852012Assets 2013: $58,864Net Assets 2013: $58,8642013Assets 2014: $59,979Liabilities 2014: $0Net Assets 2014: $59,9792014Assets 2015: $67,277Liabilities 2015: $0Net Assets 2015: $67,2772015Assets 2016: $81,923Liabilities 2016: $0Net Assets 2016: $81,9232016Assets 2017: $80,920Liabilities 2017: $0Net Assets 2017: $80,9202017Assets 2018: $93,341Liabilities 2018: $0Net Assets 2018: $93,3412018Assets 2019: $109,839Liabilities 2019: $0Net Assets 2019: $109,8392019Assets 2020: $128,620Liabilities 2020: $0Net Assets 2020: $128,6202020

Highlighted filing

2015

Assets$67,277
Liabilities$0
Net Assets$67,277

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $65,254Expenses 2010: $110,399Net Income 2010: -$45,1452010Revenue 2011: $51,201Expenses 2011: $67,419Net Income 2011: -$16,2182011Revenue 2012: $60,945Expenses 2012: $60,773Net Income 2012: $1722012Revenue 2013: $58,231Expenses 2013: $59,152Net Income 2013: -$9212013Revenue 2014: $51,203Expenses 2014: $49,686Net Income 2014: $1,5172014Revenue 2015: $58,700Expenses 2015: $51,402Net Income 2015: $7,2982015Revenue 2016: $80,450Expenses 2016: $65,804Net Income 2016: $14,6462016Revenue 2017: $77,868Expenses 2017: $78,871Net Income 2017: -$1,0032017Revenue 2018: $87,168Expenses 2018: $74,747Net Income 2018: $12,4212018Revenue 2019: $86,891Expenses 2019: $70,393Net Income 2019: $16,4982019Revenue 2020: $78,954Expenses 2020: $60,173Net Income 2020: $18,7812020

Highlighted filing

2015

Revenue$58,700
Expenses$51,402
Net Income$7,298
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Apr 6, 2016
Return Version
2014v6.0
Gross Receipts
$58,700
Mission and Program Overview

Mission

To represent its members with their employers, and to be the exclusive representative of appropriate bargaining units of school employees of the Perris Union High School District in all matters related to employment conditions and employer-employee relations.

Program Services

DescriptionGrantsExpenses
TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE PERRIS UNION HIGH SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS AND EMPLOYER-EMPLOYEE RELATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL CLAYPresidentPT$0--
VICKEY MUELLERVice President-$0--
JASON MILLER2nd VP-$0--
GARY STONETreasurerPT$0--
HOLLY SANTISTEVANSecretaryPT$0--
ANGELICA APODACADirector-$0--
BARBARA MCKENNADirector-$0--
GAIL SIMPSONDirector-$0--
CARRIE HIGGINSDirector-$0--
FOSTER PINEAUXDirector-$0--
TONY DIMAURODirector-$0--
BRAD CRAGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Perris Secondary Educators Association Ctanea
EIN
90-0216501
Phone
9517434577
Address
PO BOX 538, PERRIS, CA 92570

Signing Officer

Name
Gary Stone
Title
Treasurer
Phone
9517434577
Signed
2016-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Company Llp
Address
1940 ORANGE TREE LANE 100, REDLANDS, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest . Amount: 61. Description: other income. Amount: 33. Total to form 990-ez, line 8: 94.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: presidents release. Amount: 15,797. Description: agency fee escrow. Amount: 1,000. Description: actions - informational. Amount: 515. Description: officers expenses. Amount: 2,271. Description: school site expenses. Amount: 5,006. Description: committee expenses. Amount: 3,412. Description: workshops/conferences/training. Amount: 5,487. Description: hospitality. Amount: 2,541. Total to form 990-ez, line 16: 36,029.

Raw XML Appendix160 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL CLAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/OtherRevenueTotalAmt094
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE PERRIS UNION HIGH SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS AND EMPLOYER-EMPLOYEE RELATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0423
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE PERRIS UNION HIGH SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS AND EMPLOYER-EMPLOYEE RELATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt051402
IRS990EZ/TotalRevenueAmt058700
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST . AMOUNT: 61. DESCRIPTION: OTHER INCOME. AMOUNT: 33. TOTAL TO FORM 990-EZ, LINE 8: 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRESIDENTS RELEASE. AMOUNT: 15,797. DESCRIPTION: AGENCY FEE ESCROW. AMOUNT: 1,000. DESCRIPTION: ACTIONS - INFORMATIONAL. AMOUNT: 515. DESCRIPTION: OFFICERS EXPENSES. AMOUNT: 2,271. DESCRIPTION: SCHOOL SITE EXPENSES. AMOUNT: 5,006. DESCRIPTION: COMMITTEE EXPENSES. AMOUNT: 3,412. DESCRIPTION: WORKSHOPS/CONFERENCES/TRAINING. AMOUNT: 5,487. DESCRIPTION: HOSPITALITY. AMOUNT: 2,541. TOTAL TO FORM 990-EZ, LINE 16: 36,029.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09517434577
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRIS SECONDARY EDUCATORS ASSOCIATION CTANEA
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0900216501
ReturnHeader/Filer/PhoneNum09517434577
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 538
ReturnHeader/Filer/USAddress/CityNm0PERRIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092570
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MARION & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 ORANGE TREE LANE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B MARION
ReturnHeader/ReturnTs02016-04-25T20:01:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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Filings