Civic Intelligence

Monte Vista Academic Boosters

990 • Fiscal year 2021 • EIN 68-0260241

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 29, 2021

3131 Stone Valley RdDanville, CA 94526

(925) 552-2800

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

39th percentile

6.1%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

4.2%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$568,527

Up $23,155 (+4.2%) from 2020

Net Assets

Up

$566,851

Up $23,155 (+4.3%) from 2020

Liabilities

Flat

$1,676

Flat from 2020

Revenue

Down

$377,621

Down $52,037 (-12%) from 2020

Expenses

Down

$354,466

Down $47,753 (-12%) from 2020

Net Income

Down

$23,155

Down $4,284 (-16%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $482,749Liabilities 2011: $0Net Assets 2011: $482,7492011Assets 2012: $581,712Liabilities 2012: $0Net Assets 2012: $581,7122012Assets 2013: $518,665Liabilities 2013: $0Net Assets 2013: $518,6652013Assets 2014: $524,297Liabilities 2014: $0Net Assets 2014: $524,2972014Assets 2015: $572,382Liabilities 2015: $0Net Assets 2015: $572,3822015Assets 2016: $529,418Liabilities 2016: $0Net Assets 2016: $529,4182016Assets 2017: $491,850Liabilities 2017: $0Net Assets 2017: $491,8502017Assets 2018: $402,008Liabilities 2018: $350Net Assets 2018: $401,6582018Assets 2019: $517,933Liabilities 2019: $1,676Net Assets 2019: $516,2572019Assets 2020: $545,372Liabilities 2020: $1,676Net Assets 2020: $543,6962020Assets 2021: $568,527Liabilities 2021: $1,676Net Assets 2021: $566,8512021Assets 2022: $610,404Liabilities 2022: $1,676Net Assets 2022: $608,7282022Assets 2023: $608,949Liabilities 2023: $1,677Net Assets 2023: $607,2722023Assets 2024: $637,230Liabilities 2024: $0Net Assets 2024: $637,2302024Assets 2025: $638,536Liabilities 2025: $0Net Assets 2025: $638,5362025

Highlighted filing

2021

Assets$568,527
Liabilities$1,676
Net Assets$566,851

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $307,132Expenses 2011: $275,092Net Income 2011: $32,0402011Revenue 2012: $305,448Expenses 2012: $206,485Net Income 2012: $98,9632012Revenue 2013: $305,804Expenses 2013: $368,851Net Income 2013: -$63,0472013Revenue 2014: $346,570Expenses 2014: $340,938Net Income 2014: $5,6322014Revenue 2015: $355,253Expenses 2015: $307,169Net Income 2015: $48,0842015Revenue 2016: $307,107Expenses 2016: $350,071Net Income 2016: -$42,9642016Revenue 2017: $352,243Expenses 2017: $389,811Net Income 2017: -$37,5682017Revenue 2018: $350,295Expenses 2018: $440,742Net Income 2018: -$90,4472018Revenue 2019: $489,555Expenses 2019: $374,956Net Income 2019: $114,5992019Revenue 2020: $429,658Expenses 2020: $402,219Net Income 2020: $27,4392020Revenue 2021: $377,621Expenses 2021: $354,466Net Income 2021: $23,1552021Revenue 2022: $449,561Expenses 2022: $407,685Net Income 2022: $41,8762022Revenue 2023: $425,276Expenses 2023: $426,732Net Income 2023: -$1,4562023Revenue 2024: $431,588Expenses 2024: $401,630Net Income 2024: $29,9582024Revenue 2025: $482,008Expenses 2025: $480,702Net Income 2025: $1,3062025

Highlighted filing

2021

Revenue$377,621
Expenses$354,466
Net Income$23,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 29, 2021
Return Version
2020v4.1
Gross Receipts
$377,621
Mission and Program Overview

Mission

Provides academic enrichment programs

Provides academic enrichment programs to promote a superior academic environment for the students of monte vista high school, to recognize academic achievement within the student body

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$543,696$566,851▲ $23,155
Savings and Temporary Cash Investments$475,584$389,748▼ $85,836
Cash and Non-Interest-Bearing Accounts$69,788$178,779▲ $108,991
Total Assets$545,372$568,527▲ $23,155
Liabilities
Accounts Payable and Accrued Expenses$1,676$1,676→ $0
Total Liabilities$1,676$1,676→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$543,696$566,851▲ $23,155
Total Liabilities and Net Assets / Fund Balance$545,372$568,527▲ $23,155
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joy LessmanCo-President
Kari EndriesCo-President
Lauren RothVice President
Jen Lindsay Kathy GroverClasses & Testing
Deb PlafkerCommunications
Amy GratteauCompany Matching
Debbie McGowanFinancial Secretary
Laurie Bushell Diana KimHonor Roll
Kim MarckwardtSecretary
Tina JacobsenTreasurer
Chela MartinezWays & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$368,800
Program Service Revenue
$8,515
Investment Income
$200
Other Revenue
$106
All Other Contributions
$368,800
Change in Net Assets
$23,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$344,253
Other Expenses$10,213
Total Fundraising Expense$3,719
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$344,253--$344,253
Insurance$0$3,026$0$3,026
All Other Expenses$1,400$0$1,243$2,643
Other Expenses$0$0$2,476$2,476
Office Expenses$0$667$0$667
Fees for Services Accounting$0$495$0$495
Total Functional Expenses$345,653$5,094$3,719$354,466
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monte Vista High SchoolDanville, CA501(c)(3)Fund classes & counselors$344,253
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Monte Vista Academic Boosters
EIN
68-0260241
Phone
9255522800
Address
3131 STONE VALLEY RD, DANVILLE, CA 94526

Signing Officer

Name
Tina Jacobsen
Title
Treasurer
Phone
9255522800
Signed
2021-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Lessman
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
13

Preparer

Firm
Laura A Nathlich CPA
Address
2415 San Ramon Valley Blvd St 4403, San Ramon, CA 94583
Preparer
Laura A Nathlich CPA
Phone
9254875947
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is sent to the MV Academic Booster president, along with the financials to review for errors.

Raw XML AppendixShowing 400 of 403 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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IRS990/ActivityOrMissionDesc0PROVIDES ACADEMIC ENRICHMENT PROGRAMS TO PROMOTE A SUPERIOR ACADEMIC ENVIRONMENT FOR THE STUDENTS OF MONTE VISTA HIGH SCHOOL, TO RECOGNIZE ACADEMIC ACHIEVEMENT WITHIN THE STUDENT BODY
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01669
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07178
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08621
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015251
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011703
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014955
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017888
IRS990ScheduleA/OtherIncome170Grp/TotalAmt068418
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96220
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.95920
IRS990ScheduleA/PublicSupportTotal170Amt01923777
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0368800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0412435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0476052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0333803
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0332687
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01923777
IRS990ScheduleA/TotalSupportAmt01999373
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0344253
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund classes & counselors
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTE VISTA HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0680273221
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03131 STONE VALLEY RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094526
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is sent to the MV Academic Booster president, along with the financials to review for errors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0545372
IRS990/TotalAssetsEOYAmt0568527
IRS990/TotalAssetsGrp/BOYAmt0545372
IRS990/TotalAssetsGrp/EOYAmt0568527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0368800
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03719
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05094
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345653
IRS990/TotalFunctionalExpensesGrp/TotalAmt0354466
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01676
IRS990/TotalLiabilitiesEOYAmt01676
IRS990/TotalLiabilitiesGrp/BOYAmt01676
IRS990/TotalLiabilitiesGrp/EOYAmt01676
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0543696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0566851
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0345653
IRS990/TotalProgramServiceRevenueAmt08515
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08621
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377621
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0545372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568527
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03131 STONE VALLEY RD
IRS990/USAddress/CityNm0DANVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094526
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0MVACADEMICBOOSTERS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tina Jacobsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09255522800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE VISTA ACADEMIC BOOSTERS
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0680260241
ReturnHeader/Filer/PhoneNum09255522800
ReturnHeader/Filer/USAddress/AddressLine1Txt03131 STONE VALLEY RD
ReturnHeader/Filer/USAddress/CityNm0DANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura A Nathlich CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02415 San Ramon Valley Blvd St 4403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09254875947
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura A Nathlich CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-30T12:27:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jacobsen

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$4.82$4.81$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$4.32$4.02$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.02$6.07$4.25$4.27$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.02$6.09$4.50$4.08$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.69$0.02$5.67$3.78$3.54$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.02$5.44$4.30$4.02$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.02$5.16$4.90$3.75$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$3.50$4.41$0.90
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.00$4.92$3.52$3.90$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$3.07$3.50$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$3.55$3.07$0.48
2014Summary only. Only limited summary data is available for this year.$5.24$0.00$5.24$3.47$3.41$0.06
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$3.06$3.69$0.63
2012Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$3.05$2.06$0.99
2011Summary only. Only limited summary data is available for this year.$4.83$0.00$4.83$3.07$2.75$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $500k-$1M nonprofits