Civic Intelligence

Temecula Valley Unified School District Educational Foundation

990EZ • Fiscal year 2013 • EIN 43-2007692

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

31350 Rancho Vista RdTemecula, CA 92592

(951) 694-1986

Siviq Scores

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

Liabilities / Assets

84th percentile

0.30x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

95th percentile

162%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$51,453

Up $31,822 (+162%) from 2012

Net Assets

$36,090

No earlier filing loaded for comparison.

Liabilities

Up

$15,363

Up $15,363 from 2012

Revenue

Up

$77,798

Up $14,226 (+22%) from 2012

Expenses

Down

$64,189

Down $19,071 (-23%) from 2012

Net Income

Up

$13,609

Up $33,297 (+169%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $9,388Liabilities 2010: $02010Assets 2011: $40,738Net Assets 2011: $40,7382011Assets 2012: $19,631Liabilities 2012: $02012Assets 2013: $51,453Liabilities 2013: $15,363Net Assets 2013: $36,0902013Assets 2014: $85,067Liabilities 2014: $12,244Net Assets 2014: $72,8232014Assets 2015: $48,261Liabilities 2015: $10,570Net Assets 2015: $37,6912015Assets 2016: $71,378Liabilities 2016: $10,570Net Assets 2016: $60,8082016Assets 2017: $66,505Liabilities 2017: $10,570Net Assets 2017: $55,9352017Assets 2018: $129,025Liabilities 2018: $10,921Net Assets 2018: $118,1042018Assets 2019: $89,164Liabilities 2019: $10,921Net Assets 2019: $78,2432019

Highlighted filing

2013

Assets$51,453
Liabilities$15,363
Net Assets$36,090

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $34,995Expenses 2010: $25,790Net Income 2010: $9,2052010Revenue 2011: $77,373Expenses 2011: $47,493Net Income 2011: $29,8802011Revenue 2012: $63,572Expenses 2012: $83,260Net Income 2012: -$19,6882012Revenue 2013: $77,798Expenses 2013: $64,189Net Income 2013: $13,6092013Revenue 2014: $83,375Expenses 2014: $48,642Net Income 2014: $34,7332014Revenue 2015: $82,081Expenses 2015: $112,312Net Income 2015: -$30,2312015Revenue 2016: $79,038Expenses 2016: $55,921Net Income 2016: $23,1172016Revenue 2017: $99,896Expenses 2017: $104,769Net Income 2017: -$4,8732017Revenue 2018: $201,700Expenses 2018: $139,531Net Income 2018: $62,1692018Revenue 2019: $112,317Expenses 2019: $152,178Net Income 2019: -$39,8612019

Highlighted filing

2013

Revenue$77,798
Expenses$64,189
Net Income$13,609
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$122,927
Mission and Program Overview

Mission

Support educational programs in the temecula valley community

Program Services

DescriptionGrantsExpenses
SUMMER ENRICHMENT PROGRAM PROVIDED EDUCATIONAL OPPORTUNITIES TO STUDENTS IN THE TEMECULA VALLEY COMMUNITY-$45,129
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA BURKETTDirectorPT$0--
JENNIFER SEVILLADirectorPT$0--
JEANNIE HARDYDirectorPT$0--
PAUL V CARELLI IVDirectorPT$0--
MARK KATANVice PresidentPT$0--
MORRIS MYERSDirectorPT$0--
CINDY SANZSecretaryPT$0--
KAREN B LOCKLINTreasurerPT$0--
DIANA DAMON-WHITEDirectorPT$0--
MARY JENKINS STEINDirectorPT$0--
BARBARA TOOKERDirectorPT$0--
REBECCA WEERSINGPresidentPT$0--
DIANE VAEZDirectorPT$0--
SUSAN MIYAMOTADirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$70,822$70,822$14,414$56,408
Total Events$70,822$70,822$45,129$25,693
Filing and Contact Details

Filer

EIN
43-2007692
Phone
9516941986

Signing Officer

Name
Karen Locklin
Title
President
Phone
9516941986
Signed
2014-11-13

Preparer

Preparer
Daniel S Venne
Phone
9516941986
Supplemental Narrative

Additional Explanations

26

Tem ccp partnership foster youth 15363

Form 990EZ, Part I, Line 10

Mini grant funding for temecula valley unified school district grant funding temecula valley unified school district 21787.

Form 990EZ, Part I, Line 16

Bank charges 310. Class supplies expense 3340. Fees & penalties 25. Insurance 551. Licenses & fees 20. Office expense 278. Payroll tax expense 230. Postage state taxes 10. Web services 869. Workers comp expense 768.

Form 990EZ, Part I, Line 20

Temporary restricted net asset- arts-goals-spirit rn 2850.

Form 990EZ, Part II, Line 26

Tem ccp partnership foster youth 15363.

Raw XML Appendix190 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/TitleTxt5DIRECTOR
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015790
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEM CCP PARTNERSHIP FOSTER YOUTH 15363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINI GRANT FUNDING FOR TEMECULA VALLEY UNIFIED SCHOOL DISTRICT GRANT FUNDING TEMECULA VALLEY UNIFIED SCHOOL DISTRICT 21787.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 310. CLASS SUPPLIES EXPENSE 3340. FEES & PENALTIES 25. INSURANCE 551. LICENSES & FEES 20. OFFICE EXPENSE 278. PAYROLL TAX EXPENSE 230. POSTAGE STATE TAXES 10. WEB SERVICES 869. WORKERS COMP EXPENSE 768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEMPORARY RESTRICTED NET ASSET- ARTS-GOALS-SPIRIT RN 2850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEM CCP PARTNERSHIP FOSTER YOUTH 15363.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc026
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LOCKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09516941986
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEMECULA VALLEY FOUNDATION FOR EXCELLENCE IN EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0432007692
ReturnHeader/Filer/PhoneNum09516941986
ReturnHeader/Filer/USAddress/AddressLine1031350 RANCHO VISTA RD
ReturnHeader/Filer/USAddress/City0TEMECULA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DANIEL S VENNE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1041911 FIFTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516941986
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S VENNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T09:27:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings