Civic Intelligence

Valley Santa Inc.

990EZ • Fiscal year 2018 • EIN 22-2591840

Apr 01, 2017 to Mar 31, 2018 • Filed on Sep 25, 2018

Organization ProfileN/A
69 Public Square 11th FloorWilkes Barre, PA 18701-2503

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-6.4%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$107,692

Up $13,844 (+15%) from 2017

Net Assets

Up

$107,692

Up $13,844 (+15%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$74,289

Down $5,099 (-6.4%) from 2017

Expenses

Down

$60,445

Down $10,394 (-15%) from 2017

Net Income

Up

$13,844

Up $5,295 (+62%) from 2017

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

2018

Assets$107,692
Liabilities-
Net Assets$107,692
Open 2018 Filing

Operations Trend

Revenue Growth38th 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

2018

Revenue$74,289
Expenses$60,445
Net Income$13,844
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Sep 25, 2018
Return Version
2017v2.3
Gross Receipts
$74,289
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-$49,619
ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON-$10,826
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Valley Santa Inc
EIN
22-2591840
Address
69 PUBLIC SQUARE 11TH FLOOR, WILKES BARRE, PA 18701-2503

Signing Officer

Name
Kimberly D Borland
Title
President
Signed
2018-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Hall Mihalos Straub & Co
Address
1426 WYOMING AVENUE, FORTY FORT, PA 18704
Preparer
Marilyn a Derolf
Phone
5707145272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses purchases and supplies 49,619 registration fees 100 bank charges 137 total 49,856”

Form 990-ez, Part III, Line 31

“Organization distributes gifts to needy children during holiday season”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0OFFICERS
IRS990EZ/BooksInCareOfDetail/PhoneNum05708223311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt069 PUBLIC SQUARE 11TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILKES BARRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0187012503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013844
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107692
IRS990EZ/GrossReceiptsAmt074289
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107692
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/OtherExpensesTotalAmt049856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DISTRIBUTE TOYS TO NEEDY CHILDREN DURING THE HOLIDAY SEASON.
IRS990EZ/PrintingPublicationsPostageAmt09664
IRS990EZ/ProgramServiceRevenueAmt074264
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110826
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060445
IRS990EZ/TotalProgramServiceExpensesAmt060445
IRS990EZ/TotalRevenueAmt074289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0225439
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt074264
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0225439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0225439
IRS990ScheduleA/TotalSupportAmt0225517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PURCHASES AND SUPPLIES 49,619 REGISTRATION FEES 100 BANK CHARGES 137 TOTAL 49,856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DISTRIBUTES GIFTS TO NEEDY CHILDREN DURING HOLIDAY SEASON
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY D BORLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY SANTA INC
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0222591840
ReturnHeader/Filer/USAddress/AddressLine1Txt069 PUBLIC SQUARE 11TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0WILKES BARRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0187012503
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08B276EE1C9D542EC337C29DEA36B5B23CD7E3F14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B276EE1C9D542EC337C29DEA36B5B23CD7E3F14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.42.216.23
ReturnHeader/FilingSecurityInformation/IPDt02018-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:10:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464197657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALL MIHALOS STRAUB & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01426 WYOMING AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORTY FORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018704
ReturnHeader/PreparerPersonGrp/PhoneNum05707145272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARILYN A DEROLF
ReturnHeader/ReturnTs02018-10-13T11:10:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,692
Liabilities
-
Net assets
$107,692
Revenue
$74,289
Expenses
$60,445
Net income
$13,844
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