Civic Intelligence

Pine Valley Education Fund

990EZ • Fiscal year 2016 • EIN 20-0030511

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 03, 2016

3000 Pine Valley RoadSan Ramon, CA 94583

(925) 803-7420

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

95th percentile

193%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$97,065

Up $63,924 (+193%) from 2015

Net Assets

Up

$97,065

Up $63,924 (+193%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$177,677

Up $21,957 (+14%) from 2015

Expenses

Down

$113,753

Down $48,608 (-30%) from 2015

Net Income

Up

$63,924

Up $70,565 (+1063%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $53,373Liabilities 2011: $02011Assets 2012: $44,723Net Assets 2012: $44,7232012Assets 2013: $57,868Net Assets 2013: $57,8682013Assets 2014: $39,782Net Assets 2014: $39,7822014Assets 2015: $33,141Net Assets 2015: $33,1412015Assets 2016: $97,065Net Assets 2016: $97,0652016Assets 2017: $104,448Net Assets 2017: $104,4482017Assets 2018: $91,971Net Assets 2018: $91,9712018Assets 2019: $102,213Liabilities 2019: $4,882Net Assets 2019: $97,3312019Assets 2020: $156,330Net Assets 2020: $156,3302020Assets 2021: $243,209Net Assets 2021: $243,2092021Assets 2022: $266,146Net Assets 2022: $266,1462022Assets 2023: $251,550Net Assets 2023: $251,5502023Assets 2024: $285,971Liabilities 2024: $0Net Assets 2024: $285,9712024Assets 2025: $318,569Liabilities 2025: $0Net Assets 2025: $318,5692025

Highlighted filing

2016

Assets$97,065
Liabilities-
Net Assets$97,065

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $138,263Expenses 2011: $129,244Net Income 2011: $9,0192011Revenue 2012: $131,367Expenses 2012: $140,017Net Income 2012: -$8,6502012Revenue 2013: $131,469Expenses 2013: $118,324Net Income 2013: $13,1452013Revenue 2014: $114,997Expenses 2014: $133,083Net Income 2014: -$18,0862014Revenue 2015: $155,720Expenses 2015: $162,361Net Income 2015: -$6,6412015Revenue 2016: $177,677Expenses 2016: $113,753Net Income 2016: $63,9242016Revenue 2017: $175,648Expenses 2017: $168,265Net Income 2017: $7,3832017Revenue 2018: $172,759Expenses 2018: $185,236Net Income 2018: -$12,4772018Revenue 2019: $167,210Expenses 2019: $161,850Net Income 2019: $5,3602019Revenue 2020: $196,715Expenses 2020: $137,716Net Income 2020: $58,9992020Revenue 2021: $129,240Expenses 2021: $42,361Net Income 2021: $86,8792021Revenue 2022: $171,054Expenses 2022: $148,117Net Income 2022: $22,9372022Revenue 2023: $182,764Expenses 2023: $197,360Net Income 2023: -$14,5962023Revenue 2024: $210,615Expenses 2024: $176,194Net Income 2024: $34,4212024Revenue 2025: $203,856Expenses 2025: $171,258Net Income 2025: $32,5982025

Highlighted filing

2016

Revenue$177,677
Expenses$113,753
Net Income$63,924
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 3, 2016
Return Version
2015v2.0
Gross Receipts
$177,677
Mission and Program Overview

Mission

PVEF's primary purpose is to support and augment Pine Valley Middle School's Education Programs.

Program Services

DescriptionGrantsExpenses
Payments to San Ramon Valley Unified School District used to purchase additional class sections in order to reduce average class size and improve teacher to student ratio. Additional amounts used to purchase technology and technology support. Amounts were also given to Pine Valley Middle School for technology related support.$93,125$93,125
Grants were provided to classroom teachers at Pine Valley Middle School.$12,934-
Funds were provided to support smaller programs including WoW Week and Night with the Stars.$4,725-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah EddingsVice President-$0--
Leslie GrgurinaPresident-$0--
Sandy PlechatyTreasurer-$0--
Allison HansonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pine Valley Education Fund
EIN
20-0030511
Phone
9258037420
Address
3000 Pine Valley Road, San Ramon, CA 94583

Signing Officer

Name
Sandy Plechaty
Title
Treasurer
Signed
2016-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Terri T Crinnion CPA
Address
9481 Thunderbird Place, San Ramon, CA 94583
Preparer
Terri T Crinnion
Phone
9258285309
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: San Ramon Valley Unified Sch Dist | Donee's Address: 699 Old Orchard Danville CA 94526 | Relationship of Donee: none | Cash Amount Given: $93125

Other Expenses.1012

Insurance $446

Other Expenses.1

Teacher Grants $12934

Other Expenses.2

WoW Week $4300

Other Expenses.3

Admin Expenses $1510

Other Expenses.4

Tax Preparation $595

Other Expenses.5

NSF Checks $592

Other Expenses.6

Night with the Stars $425

Other Expenses.7

Bank Fees $122

Other Expenses.8

Fees $50

Other Expenses.9

Reconciliation Disc $-346

Raw XML Appendix182 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: San Ramon Valley Unified Sch Dist | Donee's Address: 699 Old Orchard Danville CA 94526 | Relationship of Donee: none | Cash Amount Given: $93125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Grants $12934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WoW Week $4300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Admin Expenses $1510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax Preparation $595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NSF Checks $592
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sandy Plechaty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/EIN0200030511
ReturnHeader/Filer/PhoneNum09258037420
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 Pine Valley Road
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ReturnHeader/Filer/USAddress/ZIPCd094583
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09258285309
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-03T14:20:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$2.04$1.71$0.33
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$2.11$1.76$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.52$2.52$1.83$1.97$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.66$2.66$1.71$1.48$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.43$2.43$1.29$0.42$0.87
2020Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.97$1.38$0.59
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.05$0.97$1.67$1.62$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.73$1.85$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.76$1.68$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.78$1.14$0.64
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.56$1.62$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.15$1.33$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$1.31$1.18$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.31$1.40$0.09
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$1.38$1.29$0.09