Civic Intelligence

Big Valley Endowment Foundation

990EZ • Fiscal year 2014 • EIN 68-0483870

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 24, 2014

Organization Profile
PO Box 356Adin, CA 96006-0356

(530) 299-9906

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

-0.6%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$153,307

Up $17,764 (+13%) from 2013

Net Assets

Up

$153,307

Up $17,775 (+13%) from 2013

Liabilities

Down

$0

Down $11 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin98th percentile

Revenue

Down

$19,906

Down $124 (-0.6%) from 2013

Expenses

Down

$2,131

Down $4,910 (-70%) from 2013

Net Income

Up

$17,775

Up $4,786 (+37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$200K$150K$100K$50K$0Assets 2011: $119,324Liabilities 2011: $02011Assets 2012: $122,543Liabilities 2012: $02012Assets 2013: $135,543Liabilities 2013: $11Net Assets 2013: $135,5322013Assets 2014: $153,307Liabilities 2014: $0Net Assets 2014: $153,3072014Assets 2015: $155,954Liabilities 2015: $0Net Assets 2015: $155,9542015

Highlighted filing

2014

Assets$153,307
Liabilities$0
Net Assets$153,307
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$30K$20K$10K$0Revenue 2011: $4,440Expenses 2011: $1,061Net Income 2011: $3,3792011Revenue 2012: $3,734Expenses 2012: $515Net Income 2012: $3,2192012Revenue 2013: $20,030Expenses 2013: $7,041Net Income 2013: $12,9892013Revenue 2014: $19,906Expenses 2014: $2,131Net Income 2014: $17,7752014Revenue 2015: $8,237Expenses 2015: $5,590Net Income 2015: $2,6472015

Highlighted filing

2014

Revenue$19,906
Expenses$2,131
Net Income$17,775
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 24, 2014
Return Version
2013v3.1
Gross Receipts
$35,069
Mission and Program Overview

Mission

Provide community-wide funding center

Program Services

DescriptionGrantsExpenses
Continued to accumulate funds and maintain the building site for the future ambulance station-$408
Provided support to Family Resource Center$35$35
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan GerigPresident-$0--
Katherine BidwellSecretary-$0--
Sara EdsonTreasurer-$0--
Ernest Dan BouseDirector-$0--
Megan DahleDirector-$0--
Valerie EndicottDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,768$12,104$1,167$10,937
Event 2$13,813$9,211$1,571$7,640
Total Events$30,581$21,315$15,125$6,190
Filing and Contact Details

Filer

EIN
68-0483870

Signing Officer

Name
Sara Edson
Title
Treasurer
Phone
5302999906
Signed
2014-10-24
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Provide support to community groups Relationship None Amount 35”

Description of other expenses Part I line 16

“Description AmountBank Fees 11Dues 20Fees Permits 95Insurance 1,400”

Description of other assets Part II line 24

“Category Beginning of Year End of YearConstruction in Progress 17,969 17,969Prepaid Utilities 0 45Inventory - Clothing 618 770”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSales Tax Collected 11 0”

Raw XML Appendix190 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/PersonNm0Sara Edson
IRS990EZ/BooksInCareOfDetail/PhoneNum05302999906
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10669105 Susanville Rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Bieber
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode096009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098947
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116514
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013620
IRS990EZ/CostOfGoodsSoldAmt038
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0135543
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153307
IRS990EZ/FundraisingGrossIncomeAmt021315
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035
IRS990EZ/GrossProfitLossSlsOfInvntryAmt018
IRS990EZ/GrossReceiptsAmt035069
IRS990EZ/GrossSalesOfInventoryAmt056
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt078
IRS990EZ/LandAndBuildingsGrp/BOYAmt018009
IRS990EZ/LandAndBuildingsGrp/EOYAmt018009
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0135532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153307
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0135532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153307
IRS990EZ/OccupancyRentUtltsAndMaintAmt0408
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bryan Gerig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katherine Bidwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Edson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ernest Dan Bouse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Megan Dahle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Valerie Endicott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018587
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018784
IRS990EZ/OtherExpensesTotalAmt01526
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide community-wide funding center
IRS990EZ/PrintingPublicationsPostageAmt0162
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided support to Family Resource Center
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Continued to accumulate funds and maintain the building site for the future ambulance station
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015125
IRS990EZ/SpecialEventsNetIncomeLossAmt06190
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02131
IRS990EZ/TotalProgramServiceExpensesAmt0443
IRS990EZ/TotalRevenueAmt019906
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0All Years: Fundraiser Income
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Other income (Part II, line 10 or Part III, line 12)
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0251
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021315
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017360
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06640
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05634
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08768
IRS990ScheduleA/OtherIncome170Grp/TotalAmt059717
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44930
IRS990ScheduleA/PublicSupportPY170Pct00.68680
IRS990ScheduleA/PublicSupportTotal170Amt051181
IRS990ScheduleA/SubstantialContributorsTotAmt02722
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08018
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053903
IRS990ScheduleA/TotalSupportAmt0113921
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt018
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt050
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09266
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04664
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04602
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015125
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09048
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03339
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021315
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Crab Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Barbeque
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01571
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Provide support to community groups Relationship None Amount 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 11Dues 20Fees Permits 95Insurance 1,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearConstruction in Progress 17,969 17,969Prepaid Utilities 0 45Inventory - Clothing 618 770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearSales Tax Collected 11 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Edson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05302999906
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10Big Valley Endowment Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BIGV
ReturnHeader/Filer/EIN0680483870
ReturnHeader/Filer/USAddress/AddressLine10PO Box 356
ReturnHeader/Filer/USAddress/City0Adin
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0960060356
ReturnHeader/ReturnTs02014-10-28T17:51:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,307
Liabilities
$0
Net assets
$153,307
Revenue
$19,906
Expenses
$2,131
Net income
$17,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.20$0.02$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.20$0.07$0.13
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.01$0.03