Civic Intelligence

Pleasant View Inc.

990 • Fiscal year 2012 • EIN 54-0887738

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 04, 2012

PO Box 42622815
Siviq Scores

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

Liabilities / Assets

61st percentile

0.33x

Higher debt load relative to assets than 61% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

37th percentile

-1.4%

Faster asset growth than 37% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$6,810,889

Down $96,535 (-1.4%) from 2011

Net Assets

Up

$4,530,304

Up $14,143 (+0.3%) from 2011

Liabilities

Down

$2,280,585

Down $110,678 (-4.6%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,659,483

Up $56,684 (+0.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $6,907,424Liabilities 2011: $2,391,263Net Assets 2011: $4,516,1612011Assets 2012: $6,810,889Liabilities 2012: $2,280,585Net Assets 2012: $4,530,3042012Assets 2013: $6,967,027Liabilities 2013: $2,232,213Net Assets 2013: $4,734,8142013Assets 2014: $7,419,326Liabilities 2014: $2,185,481Net Assets 2014: $5,233,8452014Assets 2015: $7,516,364Liabilities 2015: $1,903,056Net Assets 2015: $5,613,3082015Assets 2016: $8,225,067Liabilities 2016: $1,844,166Net Assets 2016: $6,380,9012016Assets 2017: $10,371,350Liabilities 2017: $1,680,872Net Assets 2017: $8,690,4782017Assets 2018: $11,101,474Liabilities 2018: $1,367,483Net Assets 2018: $9,733,9912018Assets 2019: $11,713,971Liabilities 2019: $1,277,684Net Assets 2019: $10,436,2872019Assets 2020: $13,294,929Liabilities 2020: $2,350,982Net Assets 2020: $10,943,9472020Assets 2021: $14,237,664Liabilities 2021: $979,273Net Assets 2021: $13,258,3912021Assets 2022: $14,220,091Liabilities 2022: $751,552Net Assets 2022: $13,468,5392022Assets 2023: $15,879,862Liabilities 2023: $643,060Net Assets 2023: $15,236,8022023Assets 2024: $17,291,117Liabilities 2024: $840,916Net Assets 2024: $16,450,2012024Assets 2025: $19,840,755Liabilities 2025: $639,610Net Assets 2025: $19,201,1452025

Highlighted filing

2012

Assets$6,810,889
Liabilities$2,280,585
Net Assets$4,530,304

Operations Trend

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

$15M$10M$5.0M$0Expenses 2011: $7,602,7992011Expenses 2012: $7,659,4832012Expenses 2013: $7,691,5502013Revenue 2014: $8,689,171Expenses 2014: $8,330,729Net Income 2014: $358,4422014Revenue 2015: $8,914,745Expenses 2015: $8,452,563Net Income 2015: $462,1822015Revenue 2016: $9,181,701Expenses 2016: $8,350,171Net Income 2016: $831,5302016Revenue 2017: $10,402,082Expenses 2017: $8,303,628Net Income 2017: $2,098,4542017Revenue 2018: $9,637,787Expenses 2018: $8,667,111Net Income 2018: $970,6762018Revenue 2019: $9,620,515Expenses 2019: $8,915,206Net Income 2019: $705,3092019Revenue 2020: $9,473,552Expenses 2020: $8,891,596Net Income 2020: $581,9562020Revenue 2021: $9,294,279Expenses 2021: $7,599,497Net Income 2021: $1,694,7822021Revenue 2022: $7,739,364Expenses 2022: $6,721,678Net Income 2022: $1,017,6862022Revenue 2023: $7,792,475Expenses 2023: $6,196,925Net Income 2023: $1,595,5502023Revenue 2024: $7,589,314Expenses 2024: $6,639,734Net Income 2024: $949,5802024Revenue 2025: $9,668,730Expenses 2025: $7,397,459Net Income 2025: $2,271,2712025

Highlighted filing

2012

Revenue-
Expenses$7,659,483
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 4, 2012
Return Version
2011v1.2
Gross Receipts
$7,918,181
Mission and Program Overview

Mission

Pleasant view supports individuals who have disabilities in living out their goals for meaningful work, relationships and spiritual development.

Filing and Contact Details

Filer

EIN
54-0887738
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IRS990ScheduleD/Equipment/OtherCostOrOtherBasis01607205
IRS990ScheduleD/ExcessOrDeficitForYear041152
IRS990ScheduleD/ExcessOrDeficitPerFS014143
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal07659483
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ENDOWMENT FUNDS THE ORGANIZATIONS ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ORGANIZATION HAS INTERPRETED VIRGINIAS UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ORGANIZATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS: A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. IN ACCORDANCE WITH UPMIFA, THE ORGANIZATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1) THE DURATION AND PRESERVATION OF THE VARIOUS FUNDS, 2) THE PURPOSES OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, 3) GENERAL ECONOMIC CONDITIONS, 4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION, 5) THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, 6) OTHER RESOURCES OF THE ORGANIZATION, AND 7) THE ORGANIZATIONS INVESTMENT POLICIES. INVESTMENT RETURN OBJECTIVES, RISK PARAMETERS AND STRATEGIES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF DIRECTORS, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. ACCORDINGLY, THE INVESTMENT PROCESS SEEKS TO ACHIEVE AN AFTER-COST TOTAL REAL RATE OF RETURN, INCLUDING INVESTMENT INCOME AS WELL AS CAPITAL APPRECIATION, WHICH EXCEEDS THE ANNUAL DISTRIBUTION WITH ACCEPTABLE LEVELS OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL DIVERSIFIED ASSET MIX, WHICH INCLUDES EQUITY AND DEBT SECURITIES, THAT IS INTENDED TO RESULT IN A CONSISTENT INFLATION-PROTECTED RATE OF RETURN THAT HAS SUFFICIENT LIQUIDITY TO MAKE AN ANNUAL DISTRIBUTION WHILE GROWING THE FUNDS IF POSSIBLE. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND; INVESTMENT ASSETS AND ALLOCATION BETWEEN ASSET CLASSES AND STRATEGIES ARE MANAGED TO NOT EXPOSE THE FUND TO UNACCEPTABLE LEVELS OF RISK. SPENDING POLICY THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF THE BOOK VALUE OF THE ENDOWMENT FUNDS AS OF THE BEGINNING OF THE YEAR. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS INVESTMENT ASSETS, THE NATURE AND DURATION OF THE INDIVIDUAL ENDOWMENT FUNDS, MANY OF WHICH MUST BE MAINTAINED IN PERPETUITY BECAUSE OF DONOR-RESTRICTIONS, AND THE POSSIBLE EFFECTS OF INFLATION. THE ORGANIZATION EXPECTS THIS FORMULA TO AVOID LARGE FLUCTUATIONS IN SPENDING, AND ALLOW THE ENDOWMENT CORPUS AND REVENUE STREAM TO INCREASE OVER TIME TO KEEP PACE WITH INFLATION. FOR THE YEARS ENDED JUNE 30, 2012, AND 2011, NO DISTRIBUTIONS WERE TAKEN FROM THE ENDOWMENT FUNDS.
IRS990ScheduleD/Land/BookValue0479483
IRS990ScheduleD/Land/OtherCostOrOtherBasis0479483
IRS990ScheduleD/NetUnrealizedGainsInvestments0-27009
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-27009

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.8$0.64$19.2$9.67$7.40$2.27
2024Detailed filing. Detailed filing data is available for this year.$17.3$0.84$16.5$7.59$6.64$0.95
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.64$15.2$7.79$6.20$1.60
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.75$13.5$7.74$6.72$1.02
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.98$13.3$9.29$7.60$1.69
2020Detailed filing. Detailed filing data is available for this year.$13.3$2.35$10.9$9.47$8.89$0.58
2019Detailed filing. Detailed filing data is available for this year.$11.7$1.28$10.4$9.62$8.92$0.71
2018Detailed filing. Detailed filing data is available for this year.$11.1$1.37$9.73$9.64$8.67$0.97
2017Detailed filing. Detailed filing data is available for this year.$10.4$1.68$8.69$10.4$8.30$2.10
2016Detailed filing. Detailed filing data is available for this year.$8.23$1.84$6.38$9.18$8.35$0.83
2015Detailed filing. Detailed filing data is available for this year.$7.52$1.90$5.61$8.91$8.45$0.46
2014Detailed filing. Detailed filing data is available for this year.$7.42$2.19$5.23$8.69$8.33$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$2.23$4.73$7.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$2.28$4.53$7.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$2.39$4.52$7.60