Civic Intelligence

Lucas Valley Elementary Home & School Club

990EZ • Fiscal year 2021 • EIN 68-0268223

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 09, 2021

1175 Idylberry RoadSan Rafael, CA 94903

(415) 492-3730

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Flat

$72,553

Flat from 2021

Net Assets

$72,553

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$38,588

Flat from 2021

Expenses

Flat

$27,881

Flat from 2021

Net Income

Flat

$10,707

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $118,805Liabilities 2010: $02010Assets 2011: $115,477Liabilities 2011: $02011Assets 2012: $69,583Liabilities 2012: $02012Assets 2013: $16,418Liabilities 2013: $02013Assets 2014: $26,745Liabilities 2014: $02014Assets 2015: $23,299Liabilities 2015: $02015Assets 2016: $17,724Net Assets 2016: $17,7242016Assets 2017: $33,877Net Assets 2017: $33,8772017Assets 2018: $30,290Net Assets 2018: $30,2902018Assets 2019: $55,996Net Assets 2019: $55,9962019Assets 2020: $61,846Net Assets 2020: $61,8462020Assets 2021: $72,553Net Assets 2021: $72,5532021Assets 2021: $72,553Liabilities 2021: $02021Assets 2022: $79,094Liabilities 2022: $02022Assets 2023: $60,882Liabilities 2023: $02023Assets 2024: $75,404Net Assets 2024: $75,4042024Assets 2025: $81,999Net Assets 2025: $81,9992025

Highlighted filing

2021

Assets$72,553
Liabilities-
Net Assets$72,553

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $174,113Expenses 2010: $160,264Net Income 2010: $13,8492010Revenue 2011: $127,153Expenses 2011: $124,588Net Income 2011: $2,5652011Revenue 2012: $122,231Expenses 2012: $168,125Net Income 2012: -$45,8942012Revenue 2013: $123,706Expenses 2013: $176,871Net Income 2013: -$53,1652013Revenue 2014: $131,053Expenses 2014: $120,726Net Income 2014: $10,3272014Revenue 2015: $142,273Expenses 2015: $145,719Net Income 2015: -$3,4462015Revenue 2016: $113,244Expenses 2016: $114,581Net Income 2016: -$1,3372016Revenue 2017: $114,046Expenses 2017: $97,893Net Income 2017: $16,1532017Revenue 2018: $110,103Expenses 2018: $113,690Net Income 2018: -$3,5872018Revenue 2019: $145,205Expenses 2019: $119,499Net Income 2019: $25,7062019Revenue 2020: $101,568Expenses 2020: $97,018Net Income 2020: $4,5502020Revenue 2021: $38,588Expenses 2021: $27,881Net Income 2021: $10,7072021Revenue 2021: $38,588Expenses 2021: $27,881Net Income 2021: $10,7072021Revenue 2022: $46,332Expenses 2022: $39,791Net Income 2022: $6,5412022Revenue 2023: $41,593Expenses 2023: $59,805Net Income 2023: -$18,2122023Revenue 2024: $59,864Expenses 2024: $45,342Net Income 2024: $14,5222024Revenue 2025: $51,421Expenses 2025: $44,826Net Income 2025: $6,5952025

Highlighted filing

2021

Revenue$38,588
Expenses$27,881
Net Income$10,707
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 9, 2021
Return Version
2020v4.0
Gross Receipts
$39,203
Mission and Program Overview

Mission

To provide educational enrichment to all students of dixie elementary school.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE FOR OTHER PROGRAMS - HOSPITALITY, EDUCATION & ENRICHMENT, AND MANY OTHER PROGRAMS TO HELP SUPPORT VARIOUS CLUBS, COUNCILS, ART, DRAMA, MUSIC PROGRAM, AND TECHNOLOGY$26,764$11,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY STERNCo-PresidentPT$0--
CRISTINA SAUTERTreasurerPT$0--
SIVAN OYSERMANCo-PresidentPT$0--
FRANCO RUGGERIVice PresidentPT$0--
NOELLE ITALIANOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$34,862-$53-
Total Events$34,862-$53$-53
Filing and Contact Details

Filer

Filer Name
Lucas Valley Elementary Home & School
EIN
68-0268223
Phone
4154923730
Address
1175 IDYLBERRY ROAD, SAN RAFAEL, CA 94903

Signing Officer

Name
Cristina Sauter
Title
Treasurer
Signed
2021-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Mark Mumm CPA
Address
12655 Fiori Lane, Sebastopol, CA 95472
Preparer
Mark Mumm
Phone
4154533341
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: DIXIE ELEMENTARY SCHOOL | Donee's Address: 1175 IDYLBERRY ROAD SAN RAFAEL CA 94903 | Cash Amount Given: $11645

Other Expenses.1

TEACHERS BUDGETS $6714

Other Expenses.2

HOSPITALITY $3186

Other Expenses.3

FIELD TRIPS $2240

Other Expenses.4

COMMUNITY EVENTS $1819

Other Expenses.5

CLUBS & COUNCILS $754

Other Expenses.6

OTHER EXPENSES $630

Changes to Organizing or Governing Documents

Organization changed its name to lucas valley elementary home & school club.

Raw XML Appendix200 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/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL ENRICHMENT TO ALL STUDENTS OF DIXIE ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt02581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE FOR OTHER PROGRAMS - HOSPITALITY, EDUCATION & ENRICHMENT, AND MANY OTHER PROGRAMS TO HELP SUPPORT VARIOUS CLUBS, COUNCILS, ART, DRAMA, MUSIC PROGRAM, AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026764
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: DIXIE ELEMENTARY SCHOOL | Donee's Address: 1175 IDYLBERRY ROAD SAN RAFAEL CA 94903 | Cash Amount Given: $11645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHERS BUDGETS $6714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY $3186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS $2240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY EVENTS $1819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUBS & COUNCILS $754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER EXPENSES $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATION CHANGED ITS NAME TO LUCAS VALLEY ELEMENTARY HOME & SCHOOL CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Changes to Organizing or Governing Documents
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CRISTINA SAUTER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
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ReturnHeader/Filer/PhoneNum04154923730
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ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sebastopol
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Mumm
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ReturnHeader/ReturnTs02021-09-09T09:59:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.51$0.45$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.75$0.60$0.45$0.15
2023Summary only. Only limited summary data is available for this year.$0.61$0.00$0.42$0.60$0.18
2022Summary only. Only limited summary data is available for this year.$0.79$0.00$0.46$0.40$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.39$0.28$0.11
2021Summary only. Only limited summary data is available for this year.$0.73$0.00$0.39$0.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.02$0.97$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.56$1.45$1.19$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.10$1.14$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$1.14$0.98$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.13$1.15$0.01
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$1.42$1.46$0.03
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$1.31$1.21$0.10
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$1.24$1.77$0.53
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$1.22$1.68$0.46
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.27$1.25$0.03
2010Summary only. Only limited summary data is available for this year.$1.19$0.00$1.74$1.60$0.14