Civic Intelligence

Vhm Educational Foundation Inc

990EZ • Fiscal year 2017 • EIN 77-0060946

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 13, 2018

Organization ProfileN/A
427 Capitola Road ExtensionSanta Cruz, CA 95062

(831) 475-4762

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

19.36x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-386%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.3%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$297,226

Up $25,222 (+9.3%) from 2016

Net Assets

Down

$263,226

Down $6,778 (-2.5%) from 2016

Liabilities

Up

$34,000

Up $32,000 (+1600%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$1,756

Up $680 (+63%) from 2016

Expenses

Down

$8,534

Down $1,193 (-12%) from 2016

Net Income

Up

-$6,778

Up $1,873 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2017

Assets$297,226
Liabilities$34,000
Net Assets$263,226
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,756
Expenses$8,534
Net Income-$6,778
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 13, 2018
Return Version
2016v3.0
Gross Receipts
$1,756
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$534$8,000
Compensation and Service Providers
Top Officer Pay76th 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
2018-07-13
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 CPA
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: $8000”

Other Expenses.1

“Administraion $534”

Total Liabilities.1002

“Grants Payable - Beginning $2000 Grants Payable - Ending $34000”

Raw XML Appendix138 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/BOYAmt0272004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0297226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0195
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6778
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0272004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0297226
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossReceiptsAmt01756
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01561
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0270004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0263226
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0270004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0263226
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/OtherExpensesTotalAmt0534
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/GrantsAndAllocationsAmt0534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt034000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08534
IRS990EZ/TotalProgramServiceExpensesAmt0534
IRS990EZ/TotalRevenueAmt01756
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: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administraion $534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grants Payable - Beginning $2000 Grants Payable - Ending $34000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Oster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-13
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/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 CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-13T09:58:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,226
Liabilities
$34,000
Net assets
$263,226
Revenue
$1,756
Expenses
$8,534
Net income
-$6,778
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