Civic Intelligence

Professional & Educational Services International Inc.

990 • Fiscal year 2019 • EIN 95-4209483

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

Organization ProfileWWW.PESINTL.COM
555 Clyde Avenue Suite 120Mountain View, CA 94043

(650) 988-6818

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$92,106

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,070,087

Up $92,179 (+2.3%) from 2018

Net Assets

Up

$4,070,087

Up $92,839 (+2.3%) from 2018

Liabilities

Down

$0

Down $660 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin78th percentile

Revenue

Up

$432,562

Up $188,963 (+78%) from 2018

Expenses

Up

$339,723

Up $29,441 (+9.5%) from 2018

Net Income

Up

$92,839

Up $159,522 (+239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,072,499Liabilities 2011: $62Net Assets 2011: $4,072,4372011Assets 2012: $4,075,886Liabilities 2012: $41Net Assets 2012: $4,075,8452012Assets 2013: $4,113,612Liabilities 2013: $0Net Assets 2013: $4,113,6122013Assets 2014: $4,288,945Liabilities 2014: $0Net Assets 2014: $4,288,9452014Assets 2015: $4,208,140Liabilities 2015: $0Net Assets 2015: $4,208,1402015Assets 2016: $4,110,216Liabilities 2016: $99Net Assets 2016: $4,110,1172016Assets 2017: $4,044,089Liabilities 2017: $158Net Assets 2017: $4,043,9312017Assets 2018: $3,977,908Liabilities 2018: $660Net Assets 2018: $3,977,2482018Assets 2019: $4,070,087Liabilities 2019: $0Net Assets 2019: $4,070,0872019Assets 2020: $4,866,803Liabilities 2020: $322Net Assets 2020: $4,866,4812020Assets 2021: $4,937,496Liabilities 2021: $171Net Assets 2021: $4,937,3252021Assets 2022: $4,872,811Liabilities 2022: $213Net Assets 2022: $4,872,5982022Assets 2023: $5,288,614Liabilities 2023: $355Net Assets 2023: $5,288,2592023Assets 2024: $6,069,825Liabilities 2024: $470Net Assets 2024: $6,069,3552024

Highlighted filing

2019

Assets$4,070,087
Liabilities$0
Net Assets$4,070,087
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $753,828Expenses 2011: $615,470Net Income 2011: $138,3582011Revenue 2012: $596,558Expenses 2012: $593,150Net Income 2012: $3,4082012Revenue 2013: $645,468Expenses 2013: $607,701Net Income 2013: $37,7672013Revenue 2014: $836,403Expenses 2014: $661,070Net Income 2014: $175,3332014Revenue 2015: $871,743Expenses 2015: $952,548Net Income 2015: -$80,8052015Revenue 2016: $241,152Expenses 2016: $339,175Net Income 2016: -$98,0232016Revenue 2017: $272,316Expenses 2017: $338,502Net Income 2017: -$66,1862017Revenue 2018: $243,599Expenses 2018: $310,282Net Income 2018: -$66,6832018Revenue 2019: $432,562Expenses 2019: $339,723Net Income 2019: $92,8392019Revenue 2020: $1,208,176Expenses 2020: $411,782Net Income 2020: $796,3942020Revenue 2021: $261,204Expenses 2021: $236,413Net Income 2021: $24,7912021Revenue 2022: $286,157Expenses 2022: $222,169Net Income 2022: $63,9882022Revenue 2023: $299,384Expenses 2023: $211,794Net Income 2023: $87,5902023Revenue 2024: $418,864Expenses 2024: $301,260Net Income 2024: $117,6042024

Highlighted filing

2019

Revenue$432,562
Expenses$339,723
Net Income$92,839
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.1
Gross Receipts
$432,562
Mission and Program Overview

Mission

International Education Exchange & Professional Service in China and other Asian Developing Countries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,117,314$2,165,079▲ $47,765
Savings and Temporary Cash Investments$1,328,962$1,186,723▼ $142,239
Land, Buildings, and Equipment, Net$496,288$658,498▲ $162,210
Cash and Non-Interest-Bearing Accounts$23,041$59,787▲ $36,746
Accounts Receivable-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,977,908$4,070,087▲ $92,179
Other Assets Total$12,303$0▼ $12,303
Liabilities
Other Liabilities$660--
Total Liabilities$660$0▼ $660
Net Assets / Fund Balance
Unrestricted Net Assets$2,837,501$2,937,829▲ $100,328
Temporarily Rstr Net Assets$1,139,747$1,132,258▼ $7,489
Total Net Assets Fund Balance$3,977,248$4,070,087▲ $92,839
Total Liabilities and Net Assets / Fund Balance$3,977,908$4,070,087▲ $92,179

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$377,876$74,378-
Other Land Buildings$2,249$1,524-
Land$184,489--
Leasehold Improvements$93,884$26,002-
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
K ChinPresident & CEOFT$92,106$92,106

Board Members and Trustees

NameTitle
Bolin LinChairman
John ShenSecretary
John Chi Hung HuiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$359,953
Program Service Revenue
$0
Investment Income
$72,609
Other Revenue
$0
All Other Contributions
$359,953
Change in Net Assets
$92,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$161,755
Other Expenses$93,580
Grants and Similar Amounts Paid$84,388
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$92,106-$92,106
Other Salaries and Wages-$57,348-$57,348
Foreign Grants$52,163--$52,163
Grants to Domestic Orgs$32,225--$32,225
Travel$21,612$5,528-$27,140
Fees for Service Investment Mgmnt Fees-$20,422-$20,422
Depreciation Depletion-$14,789-$14,789
Occupancy-$12,887-$12,887
Payroll Taxes-$12,301-$12,301
Insurance-$4,285-$4,285
Fees for Services Accounting-$3,576-$3,576
Information Technology$75$2,724-$2,799
Advertising$14$1,834-$1,848
Fees for Services Other$900--$900
Conferences and Meetings$709$104-$813
Office Expenses$217$536-$753
Other Expenses$650$643-$643
Total Functional Expenses$108,996$230,727$0$339,723
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CcsanaLexington, MA-Salary support for CCSANA$16,625
iACERedwood City, CA-iACE Scholarship Fund$14,100

International Summary

Spending
$52,163

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrantmakingConferences & Seminars00$27,413
East Asia and the PacificGrantmakingPublication00$24,750
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
No
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
No
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

“PESi has engaged an independent CPA to prepare the Exempt Organization Income Tax Return Form 990 and all related Schedules. The CPA works with the bookkeeper and management to complete the tax return and the operation information. A copy of the tax return has been sent to the voting board members for review and request for feedback.”

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

“The compensation policies for PESi employees were set up by the board after careful review of salary scales of public school teachers, church workers, and other non-profit organizations in the Bay Area.”

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

“The organization makes its governence documents such as the articles of Incorporation, the by laws, the conflict of interest policy, and the financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Professional and Educational Services
EIN
95-4209483
Phone
6509886818
Address
555 CLYDE AVENUE SUITE 120, MOUNTAIN VIEW, CA 94043

Signing Officer

Name
K Chin
Title
President & CEO
Signed
2020-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Chin
Formed
1988
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
15

Preparer

Firm
Andrew Lei CPA EA
Address
345 Lorton Avenue Suite 305, Burlingame, CA 94010
Preparer
Andrew Lei CPA EA
Phone
6505131181
Raw XML AppendixShowing 400 of 471 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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IRS990/PYGrantsAndSimilarPaidAmt051267
IRS990/PYInvestmentIncomeAmt059858
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0111117
IRS990/PYRevenuesLessExpensesAmt0-66683
IRS990/PYSalariesCompEmpBnftPaidAmt0147898
IRS990/PYTotalExpensesAmt0310282
IRS990/PYTotalRevenueAmt0243599
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt092839
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012607
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01328962
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01186723
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0359953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0183741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0225016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0214938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0814043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01797691
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072609
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057700
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0258659
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.87420
IRS990ScheduleA/PublicSupportPY170Pct00.90670
IRS990ScheduleA/PublicSupportTotal170Amt01797691
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0359953
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0183741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0225016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0214938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0814043
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01797691
IRS990ScheduleA/TotalSupportAmt02056350
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0377876
IRS990ScheduleD/BuildingsGrp/DepreciationAmt074378
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0452254
IRS990ScheduleD/LandGrp/BookValueAmt0184489
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0184489
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt093884
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026002
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0119886
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02249
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01524
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03773
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0658498
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt027413
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt124750
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Conferences & Seminars
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Publication
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grantmaking
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Grantmaking
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Cash
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1Wire
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2Wire
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3Wire
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt4Cash
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Conferences
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1Culture Programs
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2Publications
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3Publications
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt4Youth WK Trainers
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt052163
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0All organizations that receive funding from PESi are educational institutions. Some of them are top universities in China. To receive funding they first submit a grant application that explains the significance of the project, the key personnel responsible for execution, the time frame, and an itemized budget estimate. After a grant application is approved by PESi senior staff and/or committee made up of PESi staff, board members and outside advisors (most of the advisors have doctoral degree and understanding of education in Asia), funding will be sent by wire. The grant recipient will provide PESi with a formal receipt. When the project is completed, the recipient will send us a report (events such as conference) or sample publications (for publishing projects). The PESi president visits Asia 3-4 times a year to monitor the projects that PESi supports and meets with key professor who are responsible for the publications, conferences and seminars. He also keeps in touch with them vis emails throughout the year. He serves on the board of Hong Kong Professional & Educational Services Ltd. (HKPES), and communicates with other board members regularly in person and via emails. HKPES sends quarterly accounting statements to PESi. He also visits Bishkek, Kyrgzstan 2-3 times a year. Serves as advisor to a Language & Culture Center and regularly communicates with the local director via emails. Annual detailed expense reports are submitted to PESi. The center also sends PESi their financial statements.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US
IRS990ScheduleF/Total501c3OrgCnt05
IRS990ScheduleF/TotalSpentAmt052163
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016625
IRS990ScheduleI/RecipientTable/CashGrantAmt114100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Salary support for CCSANA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1iACE Scholarship Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CCSANA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1iACE
IRS990ScheduleI/RecipientTable/RecipientEIN0043544376
IRS990ScheduleI/RecipientTable/RecipientEIN1473425224
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt093 Emerson Garden Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1570 Osprey Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lexington
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Redwood City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002420
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194065
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The PESi president serves on the board of CCSANA (Chinese Christian Scholars Association of North America), and regularly advises the CCSANA president. The PESi president reports to the PESi board on the activities and progress of CCSANA. For each CCSANA project funded by the PESi, we have on file a grant application filled out by CCSANA documenting the itemized budget, significance of the project, name of key personnel responsible for executing the project, and project time frame etc. Each grant application is reviewed by the PESi president and/or a committee made up of a PESi officer and 3 volunteers outside advisors. They all have doctorial degrees and understand higher education. PESi receives sample copies of publications that we support and reports on conferences that we support. We also send staff and friends of our organization to participate in these events as observers.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PESi has engaged an independent CPA to prepare the Exempt Organization Income Tax Return Form 990 and all related Schedules. The CPA works with the bookkeeper and management to complete the tax return and the operation information. A copy of the tax return has been sent to the voting board members for review and request for feedback.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The compensation policies for PESi employees were set up by the board after careful review of salary scales of public school teachers, church workers, and other non-profit organizations in the Bay Area.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governence documents such as the articles of Incorporation, the by laws, the conflict of interest policy, and the financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01139747
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01132258
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,070,087
Liabilities
$0
Net assets
$4,070,087
Revenue
$432,562
Expenses
$339,723
Net income
$92,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.42$0.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.30$0.21$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$0.29$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.26$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.21$0.41$0.80
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.43$0.34$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.24$0.31$0.07
2017Summary only. Only limited summary data is available for this year.$4.04$0.00$4.04$0.27$0.34$0.07
2016Summary only. Only limited summary data is available for this year.$4.11$0.00$4.11$0.24$0.34$0.10
2015Summary only. Only limited summary data is available for this year.$4.21$0.00$4.21$0.87$0.95$0.08
2014Summary only. Only limited summary data is available for this year.$4.29$0.00$4.29$0.84$0.66$0.18
2013Summary only. Only limited summary data is available for this year.$4.11$0.00$4.11$0.65$0.61$0.04
2012Summary only. Only limited summary data is available for this year.$4.08$0.00$4.08$0.60$0.59$0.00
2011Summary only. Only limited summary data is available for this year.$4.07$0.00$4.07$0.75$0.62$0.14