Civic Intelligence

Valley Santa Inc.

990EZ • Fiscal year 2014 • EIN 22-2591840

Apr 01, 2013 to Mar 31, 2014 • Filed on Jun 30, 2014

Organization ProfileN/A
69 Public Square 11th Floor18701-2503

(570) 822-3311

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,607

Up $9,069 (+16%) from 2013

Net Assets

$66,607

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$69,179

Up $6,787 (+11%) from 2013

Expenses

Down

$60,110

Down $4,273 (-6.6%) from 2013

Net Income

Up

$9,069

Up $11,060 (+555%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2011: $36,572Net Assets 2011: $36,5722011Assets 2012: $59,530Net Assets 2012: $59,5302012Assets 2013: $57,538Liabilities 2013: $02013Assets 2014: $66,607Net Assets 2014: $66,6072014Assets 2015: $85,380Net Assets 2015: $85,3802015Assets 2016: $85,300Net Assets 2016: $85,3002016Assets 2017: $93,848Net Assets 2017: $93,8482017Assets 2018: $107,692Net Assets 2018: $107,6922018Assets 2019: $120,456Net Assets 2019: $120,4562019Assets 2020: $106,528Net Assets 2020: $106,5282020Assets 2021: $158,818Net Assets 2021: $158,8182021Assets 2022: $192,130Net Assets 2022: $192,1302022Assets 2023: $153,284Net Assets 2023: $153,2842023Assets 2024: $100,104Net Assets 2024: $100,1042024Assets 2025: $109,069Net Assets 2025: $109,0692025

Highlighted filing

2014

Assets$66,607
Liabilities-
Net Assets$66,607
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$100K$0-$100KRevenue 2011: $69,127Expenses 2011: $64,023Net Income 2011: $5,1042011Revenue 2012: $84,134Expenses 2012: $61,176Net Income 2012: $22,9582012Revenue 2013: $62,392Expenses 2013: $64,383Net Income 2013: -$1,9912013Revenue 2014: $69,179Expenses 2014: $60,110Net Income 2014: $9,0692014Revenue 2015: $79,298Expenses 2015: $60,525Net Income 2015: $18,7732015Revenue 2016: $77,010Expenses 2016: $77,090Net Income 2016: -$802016Revenue 2017: $79,388Expenses 2017: $70,839Net Income 2017: $8,5492017Revenue 2018: $74,289Expenses 2018: $60,445Net Income 2018: $13,8442018Revenue 2019: $81,259Expenses 2019: $68,495Net Income 2019: $12,7642019Revenue 2020: $71,575Expenses 2020: $85,503Net Income 2020: -$13,9282020Revenue 2021: $134,532Expenses 2021: $82,242Net Income 2021: $52,2902021Revenue 2022: $143,079Expenses 2022: $109,767Net Income 2022: $33,3122022Revenue 2023: $125,423Expenses 2023: $164,269Net Income 2023: -$38,8462023Revenue 2024: $108,114Expenses 2024: $161,294Net Income 2024: -$53,1802024Revenue 2025: $117,535Expenses 2025: $108,570Net Income 2025: $8,9652025

Highlighted filing

2014

Revenue$69,179
Expenses$60,110
Net Income$9,069
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 30, 2014
Return Version
2013v3.1
Gross Receipts
$69,179
Mission and Program Overview

Mission

To distribute toys to needy children during the holiday season

To distribute toys to needy children during the holiday season.

Program Services

DescriptionGrantsExpenses
ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON-$60,110
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY D BORLANDPresident-$0--
RUTH SLAMON BORLANDTreasurer-$0--
Filing and Contact Details

Filer

EIN
22-2591840

Signing Officer

Name
Kimberly D Borland
Title
President
Signed
2014-06-30
Discuss with paid preparer
Yes

Preparer

Preparer
Phillip W Straub
Phone
5708245500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses purchases and supplies 59,065 registration fees 45 total 59,110”

Raw XML Appendix118 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KIMBERLY D BORLAND
CompensationExplanation/CompensationExplanationGrp/PersonNm1RUTH SLAMON BORLAND
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0OFFICERS
IRS990EZ/BooksInCareOfDetail/PhoneNum05708223311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1069 PUBLIC SQUARE 11TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/City0WILKES BARRE
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0187012503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057538
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066607
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09069
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057538
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066607
IRS990EZ/GrossReceiptsAmt069179
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057538
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066607
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057538
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066607
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY D BORLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUTH SLAMON BORLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DISTRIBUTE TOYS TO NEEDY CHILDREN DURING THE HOLIDAY SEASON.
IRS990EZ/ProgramServiceRevenueAmt069160
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060110
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060110
IRS990EZ/TotalProgramServiceExpensesAmt060110
IRS990EZ/TotalRevenueAmt069179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0358068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0127
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0293
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt069160
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportPY170Pct00.99860
IRS990ScheduleA/PublicSupportTotal170Amt0358068
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0358068
IRS990ScheduleA/TotalSupportAmt0358361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PURCHASES AND SUPPLIES 59,065 REGISTRATION FEES 45 TOTAL 59,110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY D BORLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10VALLEY SANTA INC
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0222591840
ReturnHeader/Filer/USAddress/AddressLine1069 PUBLIC SQUARE 11TH FLOOR
ReturnHeader/Filer/USAddress/City0WILKES BARRE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0187012503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HALL- MIHALOS- STRAUB & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 HAZLE ST STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WILKES BARRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0187024364
ReturnHeader/PreparerPersonGrp/PhoneNum05708245500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W STRAUB
ReturnHeader/ReturnTs02014-07-28T10:45:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,607
Liabilities
-
Net assets
$66,607
Revenue
$69,179
Expenses
$60,110
Net income
$9,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.18$1.09$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.08$1.61$0.53
2023Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.25$1.64$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.92$1.92$1.43$1.10$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.59$1.59$1.35$0.82$0.52
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.72$0.86$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.81$0.68$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.74$0.60$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.79$0.71$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.77$0.77$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.79$0.61$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.69$0.60$0.09
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.62$0.64$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.84$0.61$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.69$0.64$0.05