Civic Intelligence

Valley Elementary Educational Foundation

990EZ • Fiscal year 2020 • EIN 41-2221590

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 30, 2020

10755 Scripps Poway PkwySan Diego, CA 92131

(858) 472-1338

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

37th percentile

-2.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-20%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$49,872

Down $561 (-1.1%) from 2019

Net Assets

Down

$49,872

Down $561 (-1.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$28,624

Down $7,001 (-20%) from 2019

Expenses

Up

$29,185

Up $2,671 (+10%) from 2019

Net Income

Down

-$561

Down $9,672 (-106%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $18,325Liabilities 2011: $02011Assets 2012: $30,761Liabilities 2012: $02012Assets 2013: $40,840Liabilities 2013: $02013Assets 2014: $6,688Liabilities 2014: $02014Assets 2015: $44,701Liabilities 2015: $02015Assets 2016: $53,104Liabilities 2016: $02016Assets 2017: $26,402Liabilities 2017: $02017Assets 2018: $42,071Net Assets 2018: $42,0712018Assets 2019: $50,433Net Assets 2019: $50,4332019Assets 2020: $49,872Net Assets 2020: $49,8722020Assets 2021: $57,655Net Assets 2021: $57,6552021

Highlighted filing

2020

Assets$49,872
Liabilities-
Net Assets$49,872

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $25,657Expenses 2011: $18,618Net Income 2011: $7,0392011Revenue 2012: $19,553Expenses 2012: $18,951Net Income 2012: $6022012Revenue 2013: $35,433Expenses 2013: $25,354Net Income 2013: $10,0792013Revenue 2014: $35,394Expenses 2014: $69,546Net Income 2014: -$34,1522014Revenue 2015: $40,672Expenses 2015: $2,659Net Income 2015: $38,0132015Revenue 2016: $35,830Expenses 2016: $27,427Net Income 2016: $8,4032016Revenue 2017: $40,731Expenses 2017: $67,433Net Income 2017: -$26,7022017Revenue 2018: $35,454Expenses 2018: $18,616Net Income 2018: $16,8382018Revenue 2019: $35,625Expenses 2019: $26,514Net Income 2019: $9,1112019Revenue 2020: $28,624Expenses 2020: $29,185Net Income 2020: -$5612020Revenue 2021: $33,643Expenses 2021: $25,860Net Income 2021: $7,7832021

Highlighted filing

2020

Revenue$28,624
Expenses$29,185
Net Income-$561
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 30, 2020
Return Version
2019v5.0
Gross Receipts
$30,123
Mission and Program Overview

Mission

To bring together parents and community members to raise money to enrich the educational experience so that every child at valley elementary school can succeed.

Program Services

DescriptionGrantsExpenses
TRAIL RUN - ATHLETES AND STUDENTS PARTICIPATE IN A TRAIL RUN TO RAISE MONEY FOR THE FOUNDATION. THE PROGRAM BENEFITS THE NEARLY 720 STUDENTS OF VALLEY ELEMENTARY.$1,499-
DIME A DAY CAMPAIGN - EACH STUDENT AT VALLEY ELEMENTARY IS ENCOURAGED TO DONATE ONE DIME FOR EACH DAY OF SCHOOL. THE PROGRAM BENEFITS THE NEARLY 720 STUDENTS OF VALLEY ELEMENTARY.--
THRIVE WITH 5 CAMPAIGN - THIS PROGRAM RAISES MONEY TO HELP WITH EARLY CHILDHOOD EDUCATION. THE PROGRAM BENEFITS THE NEARLY 720 STUDENTS OF VALLEY ELEMENTARY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY BARREDA SCHURRPresidentPT$0--
JACKIE SILACCIVice President-$0--
NICOLE TUBBSSecretary-$0--
CHRIS BOURASSATreasurer-$0--
LORENA MORA-BLANCOGrants Chair-$0--
SY ANUKULDonor Relations-$0--
DANIELLE PERKIOTrail Run ChairPT$0--
JENNY BOURASSACommunications-$0--
PETER BERKMarketing Chair-$0--
Filing and Contact Details

Filer

Filer Name
Valley Elementary Educational Foundation
EIN
41-2221590
Phone
8584721338
Address
10755 SCRIPPS POWAY PKWY, SAN DIEGO, CA 92131

Signing Officer

Name
Chris Bourassa
Title
Treasurer
Phone
6192001086
Signed
2020-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Jlhea Inc
Address
350 WEST 9TH AVE, ESCONDIDO, CA 92025
Preparer
Jeffrey L Halbert
Phone
7602946222
Supplemental Narrative

Additional Explanations

Other Revenue.1

REWARDS INCOME $269

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

| Donee's Name: VALLEY ELEMENTARY SCHOOL | Donee's Address: 13000 BOWRON RD. #5799 POWAY CA 92064 | Relationship of Donee: SCHOOL FOUNDATION | Cash Amount Given: $11747

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: VARIOUS STUDENTS OF VALLEY ELEMENTARY | Donee's Address: 13000 BOWRON RD. #5799 POWAY CA 92064 | Relationship of Donee: SCHOOL FOUNDATION | Cash Amount Given: $15700

Other Expenses.1012

Insurance $303

Other Expenses.1

ACCOUNTING SOFTWARE $480

Other Expenses.2

SUPPLIES $301

Other Expenses.3

Miscellaneous expense $300

Other Expenses.4

WEBSITE $246

Other Expenses.5

OTHER COSTS $42

Other Expenses.6

BANK CHARGES $31

Raw XML Appendix175 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GRANTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DONOR RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRAIL RUN CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MARKETING CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01703
IRS990EZ/OtherRevenueTotalAmt0269
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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REWARDS INCOME $269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: VALLEY ELEMENTARY SCHOOL | Donee's Address: 13000 BOWRON RD. #5799 POWAY CA 92064 | Relationship of Donee: SCHOOL FOUNDATION | Cash Amount Given: $11747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: VARIOUS STUDENTS OF VALLEY ELEMENTARY | Donee's Address: 13000 BOWRON RD. #5799 POWAY CA 92064 | Relationship of Donee: SCHOOL FOUNDATION | Cash Amount Given: $15700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING SOFTWARE $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS EXPENSE $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER COSTS $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/BusinessNameControlTxt0VALL
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ReturnHeader/Filer/PhoneNum08584721338
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 WEST 9TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07602946222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HALBERT
ReturnHeader/ReturnTs02020-11-30T09:09:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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