Civic Intelligence

Vhm Educational Foundation

EIN 77-0060946 • 501(c)3 • Santa Cruz, CA

Profile

To provide scholarships to students

427 Capitola Road ExtensionSanta Cruz, CA 95062

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

9.21x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-135%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

-2.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

90%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$289,431

Down $7,795 (-2.6%) from 2017

Liabilities

Down

$30,700

Down $3,300 (-9.7%) from 2017

Net Assets

Down

$258,731

Down $4,495 (-1.7%) from 2017

Operations
Liabilities / Revenue99th percentileNet Margin8th percentile

Revenue

Up

$3,335

Up $1,579 (+90%) from 2017

Expenses

Down

$7,830

Down $704 (-8.2%) from 2017

Net Income

Up

-$4,495

Up $2,283 (+34%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $331,672Liabilities 2011: $5,040Net Assets 2011: $326,6322011Assets 2012: $301,319Liabilities 2012: $1,502Net Assets 2012: $299,8172012Assets 2013: $288,014Liabilities 2013: $2,200Net Assets 2013: $285,8142013Assets 2014: $281,964Net Assets 2014: $281,9642014Assets 2016: $272,004Liabilities 2016: $2,000Net Assets 2016: $270,0042016Assets 2017: $297,226Liabilities 2017: $34,000Net Assets 2017: $263,2262017Assets 2018: $289,431Liabilities 2018: $30,700Net Assets 2018: $258,7312018

Highlighted filing

2018

Assets$289,431
Liabilities$30,700
Net Assets$258,731
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: $6,279Expenses 2011: $3,981Net Income 2011: $2,2982011Revenue 2012: $4,661Expenses 2012: $19,577Net Income 2012: -$14,9162012Revenue 2013: $2,507Expenses 2013: $16,510Net Income 2013: -$14,0032013Revenue 2014: $4,559Expenses 2014: $8,409Net Income 2014: -$3,8502014Revenue 2016: $1,076Expenses 2016: $9,727Net Income 2016: -$8,6512016Revenue 2017: $1,756Expenses 2017: $8,534Net Income 2017: -$6,7782017Revenue 2018: $3,335Expenses 2018: $7,830Net Income 2018: -$4,4952018

Highlighted filing

2018

Revenue$3,335
Expenses$7,830
Net Income-$4,495
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,431
Liabilities
$30,700
Net assets
$258,731
Revenue
$3,335
Expenses
$7,830
Net income
-$4,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.31$2.59$0.03$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.34$2.63$0.02$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.02$2.70$0.01$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.82$2.82$0.05$0.08$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.02$2.86$0.03$0.17$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.02$3.00$0.05$0.20$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.05$3.27$0.06$0.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 26, 2019
Return Version
2017v2.2
Gross Receipts
$3,335
Mission and Program Overview

Mission

To provide scholarships to students

Program Services

DescriptionGrantsExpenses
Provide scholarships for worthy students and assist local churches in their effort to provide education for their membership$830$7,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda OsterChairman-$0--
Larry BallewSecretary-$0--
Martin BooneTreasurer-$0--
Paul TicknerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Vhm Educational Foundation
EIN
77-0060946
Phone
8314754762
Address
427 CAPITOLA ROAD EXTENSION, SANTA CRUZ, CA 95062

Signing Officer

Name
Linda Oster
Title
Chairman
Signed
2019-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Kirk S Adams CPA
Address
5321 Scotts Valley Drive Suite 207, Scotts Valley, CA 95066
Preparer
Kirk S Adams
Phone
8314660778
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Scholarships | Donee's Address: 427 Capitola Road Ext. Santa Cruz CA 95062 | Cash Amount Given: $7000”

Other Expenses.1

“Administraion $830”

Total Liabilities.1002

“Grants Payable - Beginning $34000 Grants Payable - Ending $30700”

Raw XML Appendix137 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/PersonNm0Linda Oster
IRS990EZ/BooksInCareOfDetail/PhoneNum08312344697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0427 Capitola Road Extension
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0297226
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0297226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289431
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt03335
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03335
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0263226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0258731
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0263226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0258731
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Oster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larry Ballew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Martin Boone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paul Tickner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0830
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarships for worthy students and assist local churches in their effort to provide education for their membership
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0830
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt034000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07830
IRS990EZ/TotalProgramServiceExpensesAmt0830
IRS990EZ/TotalRevenueAmt03335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Scholarships | Donee's Address: 427 Capitola Road Ext. Santa Cruz CA 95062 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administraion $830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grants Payable - Beginning $34000 Grants Payable - Ending $30700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1002
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Oster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VHM EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VHME
ReturnHeader/Filer/EIN0770060946
ReturnHeader/Filer/PhoneNum08314754762
ReturnHeader/Filer/USAddress/AddressLine1Txt0427 CAPITOLA ROAD EXTENSION
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943389335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kirk S Adams CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05321 Scotts Valley Drive Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scotts Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095066
ReturnHeader/PreparerPersonGrp/PhoneNum08314660778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kirk S Adams
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-27T11:32:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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