Civic Intelligence

Lucas Valley Elementary Home & School Club

990EZ • Fiscal year 2023 • EIN 68-0268223

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 27, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-23%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$60,882

Flat from 2023

Net Assets

$60,882

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$41,593

Flat from 2023

Expenses

Flat

$59,805

Flat from 2023

Net Income

Flat

-$18,212

Flat from 2023

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: $72,553Liabilities 2021: $02021Assets 2022: $79,094Liabilities 2022: $02022Assets 2023: $60,882Net Assets 2023: $60,8822023Assets 2023: $60,882Liabilities 2023: $02023Assets 2024: $75,404Net Assets 2024: $75,4042024Assets 2025: $81,999Net Assets 2025: $81,9992025

Highlighted filing

2023

Assets$60,882
Liabilities-
Net Assets$60,882

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 2022: $46,332Expenses 2022: $39,791Net Income 2022: $6,5412022Revenue 2023: $41,593Expenses 2023: $59,805Net Income 2023: -$18,2122023Revenue 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

2023

Revenue$41,593
Expenses$59,805
Net Income-$18,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$54,569
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$6,000$57,944
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN DEEDSPresidentPT$0--
VIRGINIA CAO-JANOSTreasurerPT$0--
ERIKA GENREAUVice PresidentPT$0--
CRISTINA SAUTERFin'L SecretaryPT$0--
NOELLE ITALLIANOSecretaryPT$0--
KARRSON HEVIADirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$40,670-$3,021-
Library Fund$6,124$6,124$6,924$-800
Total Events$46,794$6,124$9,945$-3,821
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
Financial Secretary
Signed
2023-09-27
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 $5,000.3

| Donee's Name: CANDO | Donee's Address: PO BOX 6182 SAN RAFAEL CA 94903 | Cash Amount Given: $6000

Other Expenses.1012

Insurance $470

Other Expenses.1

HOSPITALITY $16800

Other Expenses.2

BEAUTIFICATION $8692

Other Expenses.3

TEACHERS BUDGETS $6801

Other Expenses.4

COMMUNITY EVENTS $5875

Other Expenses.5

FIELD TRIPS $5051

Other Expenses.6

CLUBS & COUNCILS $4922

Other Expenses.7

SUPPLIES $2016

Other Expenses.8

OTHER EXPENSES $1621

Other Expenses.9

PRINCIPAL FUND $657

Raw XML Appendix210 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/TitleTxt5Director
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052905
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL ENRICHMENT TO ALL STUDENTS OF DIXIE ELEMENTARY SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt010711
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3706
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CANDO | Donee's Address: PO BOX 6182 SAN RAFAEL CA 94903 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY $16800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BEAUTIFICATION $8692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHERS BUDGETS $6801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS $5875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIPS $5051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLUBS & COUNCILS $4922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $2016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER EXPENSES $1621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRINCIPAL FUND $657
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
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ReturnHeader/Filer/PhoneNum04154923730
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-27T11:33:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRISTINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAUTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.42$0.60$0.18
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
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