Civic Intelligence

Temecula Valley Unified School District Educational Foundation

990EZ • Fiscal year 2016 • EIN 43-2007692

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

30520 Rancho CA RdTemecula, CA 92591

(951) 694-1986

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.13x

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

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

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.7%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$71,378

Up $23,117 (+48%) from 2015

Net Assets

Up

$60,808

Up $23,117 (+61%) from 2015

Liabilities

Flat

$10,570

Flat from 2015

Revenue

Down

$79,038

Down $3,043 (-3.7%) from 2015

Expenses

Down

$55,921

Down $56,391 (-50%) from 2015

Net Income

Up

$23,117

Up $53,348 (+176%) from 2015

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

2016

Assets$71,378
Liabilities$10,570
Net Assets$60,808

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

2016

Revenue$79,038
Expenses$55,921
Net Income$23,117
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$141,050
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-$32,763
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SEVILLADirectorPT$0--
MARK KATANDirectorPT$0--
MORRIS MYERSDirectorPT$0--
MARY JENKINS STEINTreasurerPT$0--
DAVID LUVice PresidentPT$0--
NICOLE FARNUMDirectorPT$0--
JEFF MCNURLANDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser----
Filing and Contact Details

Filer

Filer Name
Temecula Education Foundation
EIN
43-2007692
Phone
9516941986
Address
30520 RANCHO CA RD, TEMECULA, CA 92591

Signing Officer

Name
Mary Stein
Title
Treasurer
Phone
9516941986
Signed
2017-11-09

Preparer

Firm
Daniel S Venne CPA
Address
41911 FIFTH STREET SUITE 300, TEMECULA, CA 92590
Preparer
Daniel S Venne
Phone
9516941986
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Mini grant funding tvusd; education; temecula valley unified school dist.: 31350 rancho vista rd, te

Form 990EZ, Part I, Line 16

BANK CHARGES 9.

Form 990EZ, Part I, Line 16

Class supplies expense 460.

Form 990EZ, Part I, Line 16

INSURANCE 2244.

Form 990EZ, Part I, Line 16

LICENSES & FEES 35.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 452.

Form 990EZ, Part I, Line 16

Payroll tax expense 4345.

Form 990EZ, Part I, Line 16

BAND INSTRUCTOR 1750.

Form 990EZ, Part I, Line 16

WEB SERVICES 1580.

Form 990EZ, Part I, Line 16

Workers comp expense 1077.

Form 990EZ, Part I, Line 16

Dues and subscriptions 230.

Form 990EZ, Part I, Line 16

LEASED EQUIPMENT 318.

Form 990EZ, Part II, Line 26

Tem ccp partnership foster youth 10570. 10570.

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARY JENKINS STEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09516941986
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031350 RANCHO VISTA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048261
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SEVILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK KATAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MORRIS MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JENKINS STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE FARNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF MCNURLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL PROGRAMS IN THE TEMECULA VALLEY COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0358
IRS990EZ/ProgramServiceRevenueAmt059481
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMER ENRICHMENT PROGRAM PROVIDED EDUCATIONAL OPPORTUNITIES TO STUDENTS IN THE TEMECULA VALLEY COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032763
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014729
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010570
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010570
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055921
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IRS990EZ/TotalRevenueAmt079038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032889
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt032889
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032889
IRS990ScheduleA/TotalSupportAmt032889
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINI GRANT FUNDING TVUSD; EDUCATION; TEMECULA VALLEY UNIFIED SCHOOL DIST.: 31350 RANCHO VISTA RD, TE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS SUPPLIES EXPENSE 460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 2244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES & FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSE 452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL TAX EXPENSE 4345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BAND INSTRUCTOR 1750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEB SERVICES 1580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WORKERS COMP EXPENSE 1077.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUES AND SUBSCRIPTIONS 230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LEASED EQUIPMENT 318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEM CCP PARTNERSHIP FOSTER YOUTH 10570. 10570.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09516941986
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMECULA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0432007692
ReturnHeader/Filer/PhoneNum09516941986
ReturnHeader/Filer/USAddress/AddressLine1Txt030520 RANCHO CA RD
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EA446C0916E3F87E702598CA87F10103D35AB54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FEE895BB1C908AA6994C31A90C8FF43B41454FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.149.86.17
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:48:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL S VENNE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041911 FIFTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516941986
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S VENNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:48:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings