Civic Intelligence

Valley Teachers Resource Center

990EZ • Fiscal year 2022 • EIN 68-0055455

Sep 01, 2021 to Aug 31, 2022 • Filed on Dec 15, 2022

Organization ProfileN/A
6743 Dublin Blvd Ste 28Dublin, CA 94568

(925) 828-9341

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

38th percentile

-1.7%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$88,336

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 53.8% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

8.9%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$86,470

Down $2,825 (-3.2%) from 2021

Net Assets

Down

$86,470

Down $2,825 (-3.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin38th percentile

Revenue

Up

$164,105

Up $13,460 (+8.9%) from 2021

Expenses

Up

$166,930

Up $12,407 (+8.0%) from 2021

Net Income

Up

-$2,825

Up $1,053 (+27%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$100K$50K$0Assets 2010: $55,194Net Assets 2010: $55,1942010Assets 2011: $60,608Liabilities 2011: $02011Assets 2012: $60,641Liabilities 2012: $02012Assets 2013: $63,813Net Assets 2013: $63,8132013Assets 2014: $63,415Net Assets 2014: $63,4152014Assets 2015: $70,674Net Assets 2015: $70,6742015Assets 2016: $76,364Net Assets 2016: $76,3642016Assets 2017: $82,548Net Assets 2017: $82,5482017Assets 2018: $99,312Liabilities 2018: $0Net Assets 2018: $99,3122018Assets 2019: $90,662Liabilities 2019: $0Net Assets 2019: $90,6622019Assets 2020: $93,173Liabilities 2020: $0Net Assets 2020: $93,1732020Assets 2021: $89,295Liabilities 2021: $0Net Assets 2021: $89,2952021Assets 2022: $86,470Liabilities 2022: $0Net Assets 2022: $86,4702022Assets 2023: $81,856Liabilities 2023: $0Net Assets 2023: $81,8562023Assets 2024: $86,288Liabilities 2024: $0Net Assets 2024: $86,2882024

Highlighted filing

2022

Assets$86,470
Liabilities$0
Net Assets$86,470
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2010: $137,575Expenses 2010: $138,830Net Income 2010: -$1,2552010Revenue 2011: $88,974Expenses 2011: $83,559Net Income 2011: $5,4152011Revenue 2012: $131,695Expenses 2012: $196,005Net Income 2012: -$64,3102012Revenue 2013: $137,179Expenses 2013: $134,007Net Income 2013: $3,1722013Revenue 2014: $147,234Expenses 2014: $147,632Net Income 2014: -$3982014Revenue 2015: $152,229Expenses 2015: $144,970Net Income 2015: $7,2592015Revenue 2016: $161,269Expenses 2016: $155,579Net Income 2016: $5,6902016Revenue 2017: $165,629Expenses 2017: $160,511Net Income 2017: $5,1182017Revenue 2018: $163,023Expenses 2018: $146,259Net Income 2018: $16,7642018Revenue 2019: $156,897Expenses 2019: $160,525Net Income 2019: -$3,6282019Revenue 2020: $166,712Expenses 2020: $164,201Net Income 2020: $2,5112020Revenue 2021: $150,645Expenses 2021: $154,523Net Income 2021: -$3,8782021Revenue 2022: $164,105Expenses 2022: $166,930Net Income 2022: -$2,8252022Revenue 2023: $170,173Expenses 2023: $174,787Net Income 2023: -$4,6142023Revenue 2024: $179,748Expenses 2024: $175,316Net Income 2024: $4,4322024

Highlighted filing

2022

Revenue$164,105
Expenses$166,930
Net Income-$2,825
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Dec 15, 2022
Return Version
2021v4.2
Gross Receipts
$164,105
Mission and Program Overview

Mission

LABOR ORGANIZATION

Program Services

DescriptionGrantsExpenses
TO PROVIDE JOINT OFFICE, COMMUNICATIONS AND MEETING FACILITIES FOR INDIVIDUAL REGULAR MEMBERS--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI PULLENTreasurerFT$78,549$9,787$88,336
ROBERTA KREITZPresident-$0--
LAURA FINCOVice President-$0--
MICHELLE VERKUILENBoard Member-$0--
MELINDA DALYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Valley Teachers Resource Center
EIN
68-0055455
Address
6743 DUBLIN BLVD STE 28, DUBLIN, CA 94568

Signing Officer

Name
Laura Finco
Title
Vice President
Phone
9258289341
Signed
2022-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Joe T Stevenson Jr CPA
Address
14895 E 14th Street Suite 410, San Leandro, CA 94578
Preparer
Joe T Stevenson Jr CPA
Phone
5108958889
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-ez, part iii - organizations primary exempt purposeto provide joint office, communications, and meeting facilities for individual regular members.”

Description of other revenue Part I line 8

“Description amountreimbursement for members expenses 8,811filing fee refund 10”

Description of other expenses Part I line 16

“Description amountmembers reimbursable expenditures 6,865copier lease 4,690office supplies and expenses 3,493telephone & internet 2,960equipment 1,990payroll processing fees 1,496postage meter lease 1,088insurance 732other expenses (see overflow stmt) 1,510”

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/PersonNm0LORI PULLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09258289341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06743 DUBLIN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094568
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086470
IRS990EZ/GrossReceiptsAmt0164105
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0155277
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086470
IRS990EZ/OccupancyRentUtltsAndMaintAmt039579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt278549
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt29787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERTA KREITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA FINCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI PULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE VERKUILEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELINDA DALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024824
IRS990EZ/OtherRevenueTotalAmt08821
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE JOINT OFFICE, COMMUNICATIONS AND MEETING FACILITIES FOR INDIVIDUAL REGULAR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0101518
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166930
IRS990EZ/TotalRevenueAmt0164105
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSETO PROVIDE JOINT OFFICE, COMMUNICATIONS, AND MEETING FACILITIES FOR INDIVIDUAL REGULAR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTREIMBURSEMENT FOR MEMBERS EXPENSES 8,811FILING FEE REFUND 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBERS REIMBURSABLE EXPENDITURES 6,865COPIER LEASE 4,690OFFICE SUPPLIES AND EXPENSES 3,493TELEPHONE & INTERNET 2,960EQUIPMENT 1,990PAYROLL PROCESSING FEES 1,496POSTAGE METER LEASE 1,088INSURANCE 732OTHER EXPENSES (SEE OVERFLOW STMT) 1,510
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA FINCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09258289341
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY TEACHERS RESOURCE CENTER
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0680055455
ReturnHeader/Filer/USAddress/AddressLine1Txt06743 DUBLIN BLVD STE 28
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094568
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943063016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joe T Stevenson Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014895 E 14th Street Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094578
ReturnHeader/PreparerPersonGrp/PhoneNum05108958889
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe T Stevenson Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-16T21:11:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINCO
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,470
Liabilities
$0
Net assets
$86,470
Revenue
$164,105
Expenses
$166,930
Net income
-$2,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.80$1.75$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.70$1.75$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.64$1.67$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.51$1.55$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.67$1.64$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.57$1.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.63$1.46$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.66$1.61$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.61$1.56$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.52$1.45$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.47$1.48$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.64$1.37$1.34$0.03
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$1.32$1.96$0.64
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.89$0.84$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$1.38$1.39$0.01