Civic Intelligence

Lucas Valley Elementary Home & School Club

990EZ • Fiscal year 2024 • EIN 68-0268223

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 19, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

44%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$75,404

Up $14,522 (+24%) from 2023

Net Assets

$75,404

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$59,864

Up $18,271 (+44%) from 2023

Expenses

Down

$45,342

Down $14,463 (-24%) from 2023

Net Income

Up

$14,522

Up $32,734 (+180%) 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: $60,882Liabilities 2023: $02023Assets 2024: $75,404Net Assets 2024: $75,4042024Assets 2025: $81,999Net Assets 2025: $81,9992025

Highlighted filing

2024

Assets$75,404
Liabilities-
Net Assets$75,404

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 2024: $59,864Expenses 2024: $45,342Net Income 2024: $14,5222024Revenue 2025: $51,421Expenses 2025: $44,826Net Income 2025: $6,5952025

Highlighted filing

2024

Revenue$59,864
Expenses$45,342
Net Income$14,522
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 19, 2025
Return Version
2023v6.0
Gross Receipts
$67,248
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$7,500$43,286
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA GENREAUPresidentPT$0--
DANIELLE TULLYTreasurerPT$0--
ERIN KEANEVice PresidentPT$0--
ELIZABETH MILLERFin'L Sec/TreasPT$0--
KARRSON HEVIADirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$48,736-$1,835-
Library Fund$5,869$5,869$3,925$1,944
Total Events$54,605$5,869$5,760$109
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
Elizabeth Miller
Title
FIN'L SEC/TREAS
Signed
2025-01-19
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: $7500

Other Expenses.1002

Office Expenses $660

Other Expenses.1

FIELD TRIPS $8497

Other Expenses.2

TEACHERS BUDGETS $7781

Other Expenses.3

HOSPITALITY $6616

Other Expenses.4

COMMUNITY EVENTS $4475

Other Expenses.5

Opera in the classroom $3500

Other Expenses.6

PRINCIPAL FUND $2182

Other Expenses.7

CLUBS & COUNCILS $2104

Other Expenses.8

OTHER EXPENSES $1127

Raw XML Appendix198 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/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL ENRICHMENT TO ALL STUDENTS OF DIXIE ELEMENTARY SCHOOL.
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/GrantsAndAllocationsAmt07500
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt02534
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99870
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIBRARY FUND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048736
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01835
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CANDO | Donee's Address: PO BOX 6182 SAN RAFAEL CA 94903 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS $8497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHERS BUDGETS $7781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $6616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS $4475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OPERA IN THE CLASSROOM $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINCIPAL FUND $2182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLUBS & COUNCILS $2104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER EXPENSES $1127
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN'L SEC/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCAS VALLEY ELEMENTARY HOME & SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LUCA
ReturnHeader/Filer/EIN0680268223
ReturnHeader/Filer/PhoneNum04154923730
ReturnHeader/Filer/USAddress/AddressLine1Txt01175 IDYLBERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474242498
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sebastopol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095472
ReturnHeader/PreparerPersonGrp/PhoneNum04154533341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Mumm
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-19T10:39:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$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
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