Civic Intelligence

Vision Visalia Foundation

990EZ • Fiscal year 2016 • EIN 77-0155541

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
222 N Gardent St 300Visalia, CA 93291

(559) 734-5876

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

92nd percentile

109%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$15,082

Up $7,871 (+109%) from 2015

Net Assets

Up

$14,449

Up $7,238 (+100%) from 2015

Liabilities

$633

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin64th percentile

Revenue

Up

$70,965

Up $6,910 (+11%) from 2015

Expenses

Up

$63,727

Up $141 (+0.2%) from 2015

Net Income

Up

$7,238

Up $6,769 (+1443%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $8,864Liabilities 2011: $1,5002011Assets 2012: $8,964Net Assets 2012: $8,9642012Assets 2013: $19,354Liabilities 2013: $10,1002013Assets 2014: $6,742Net Assets 2014: $6,7422014Assets 2015: $7,211Net Assets 2015: $7,2112015Assets 2016: $15,082Liabilities 2016: $633Net Assets 2016: $14,4492016Assets 2017: $18,296Liabilities 2017: $556Net Assets 2017: $17,7402017Assets 2018: $21,378Liabilities 2018: $144Net Assets 2018: $21,2342018Assets 2019: $19,126Liabilities 2019: $10,986Net Assets 2019: $8,1402019Assets 2020: $20,764Liabilities 2020: $14,197Net Assets 2020: $6,5672020Assets 2021: $21,100Liabilities 2021: $12,677Net Assets 2021: $8,4232021Assets 2022: $32,022Liabilities 2022: $18,698Net Assets 2022: $13,3242022Assets 2023: $24,816Liabilities 2023: $10,037Net Assets 2023: $14,7792023Assets 2024: $24,271Liabilities 2024: $10,037Net Assets 2024: $14,2342024Assets 2025: $18,767Liabilities 2025: $3,178Net Assets 2025: $15,5892025

Highlighted filing

2016

Assets$15,082
Liabilities$633
Net Assets$14,449
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $44,776Expenses 2011: $47,457Net Income 2011: -$2,6812011Revenue 2012: $77,790Expenses 2012: $76,190Net Income 2012: $1,6002012Revenue 2013: $52,771Expenses 2013: $52,481Net Income 2013: $2902013Revenue 2014: $48,528Expenses 2014: $51,040Net Income 2014: -$2,5122014Revenue 2015: $64,055Expenses 2015: $63,586Net Income 2015: $4692015Revenue 2016: $70,965Expenses 2016: $63,727Net Income 2016: $7,2382016Revenue 2017: $96,621Expenses 2017: $93,330Net Income 2017: $3,2912017Revenue 2018: $54,911Expenses 2018: $51,417Net Income 2018: $3,4942018Revenue 2019: $77,419Expenses 2019: $90,513Net Income 2019: -$13,0942019Revenue 2020: $45,635Expenses 2020: $47,208Net Income 2020: -$1,5732020Revenue 2021: $140,751Expenses 2021: $138,895Net Income 2021: $1,8562021Revenue 2022: $37,117Expenses 2022: $32,216Net Income 2022: $4,9012022Revenue 2023: $21,570Expenses 2023: $20,115Net Income 2023: $1,4552023Revenue 2024: $0Expenses 2024: $545Net Income 2024: -$5452024Revenue 2025: $12,926Expenses 2025: $11,571Net Income 2025: $1,3552025

Highlighted filing

2016

Revenue$70,965
Expenses$63,727
Net Income$7,238
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$70,965
Mission and Program Overview

Mission

CIVIC CHARITY

Program Services

DescriptionGrantsExpenses
CHRISTMAS TREE AUCTION - OVER 1,200 IN ATTENDANCE EACH YEAR. TREES AND OTHER DONATED ITEMS ARE AUCTIONED TO RAISE FUNDS FOR OVER 30 OTHER LOCAL AND REGIONAL NON-PROFIT AND CHARITABLE ORGANIZATIONS. AUCTION PROCEEDS ARE COLLECTED AND REMITTED TO THE DESIGNATED ORGANIZATIONS BENEFITING FROM THE AUCTION.$63,702-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BJ PERCHVice Chair-$0--
WILLIAM MARTINVice Chair-$0--
NORRIS MCELROYChair-$0--
STACY MORRISIncoming Chair-$0--
NATHAN HALLSVice Chair-$0--
JUDY FUSSELOutgoing Chair-$0--
Filing and Contact Details

Filer

Filer Name
Vision Visalia Foundation
EIN
77-0155541
Phone
5597345876
Address
222 N GARDENT ST 300, VISALIA, CA 93291

Signing Officer

Name
Norris Mcelroy
Title
Chair
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Pine Pedroncelli & Aguilar Inc
Address
3500 W Orchard Court, Visalia, CA 93277-9249
Preparer
Karen Pedroncelli
Phone
5596259800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: MISCELLANEOUS CHARITABLE ORGANIZATIONS | Donee's Address: MAIN ST VISALIA CA 93291 | Relationship of Donee: NONE | Cash Amount Given: $62702”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $633”

Raw XML Appendix133 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093291
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BJ PERCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATHAN HALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDY FUSSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3INCOMING CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OUTGOING CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC CHARITY
IRS990EZ/ProgramServiceRevenueAmt070965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHRISTMAS TREE AUCTION - OVER 1,200 IN ATTENDANCE EACH YEAR. TREES AND OTHER DONATED ITEMS ARE AUCTIONED TO RAISE FUNDS FOR OVER 30 OTHER LOCAL AND REGIONAL NON-PROFIT AND CHARITABLE ORGANIZATIONS. AUCTION PROCEEDS ARE COLLECTED AND REMITTED TO THE DESIGNATED ORGANIZATIONS BENEFITING FROM THE AUCTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063702
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/TotalSupportAmt01524
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MISCELLANEOUS CHARITABLE ORGANIZATIONS | Donee's Address: MAIN ST VISALIA CA 93291 | Relationship of Donee: NONE | Cash Amount Given: $62702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $633
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NORRIS MCELROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION VISALIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VISI
ReturnHeader/Filer/EIN0770155541
ReturnHeader/Filer/PhoneNum05597345876
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W Orchard Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN PEDRONCELLI
ReturnHeader/ReturnTs02016-11-14T13:46:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,082
Liabilities
$633
Net assets
$14,449
Revenue
$70,965
Expenses
$63,727
Net income
$7,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.03$0.16$0.13$0.12$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.10$0.14$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.10$0.15$0.22$0.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.19$0.13$0.37$0.32$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.13$0.08$1.41$1.39$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.14$0.07$0.46$0.47$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.11$0.08$0.77$0.91$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.55$0.51$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.18$0.97$0.93$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.14$0.71$0.64$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.64$0.64$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.49$0.51$0.03
2013Summary only. Only limited summary data is available for this year.$0.19$0.10$0.53$0.52$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.09$0.78$0.76$0.02
2011Summary only. Only limited summary data is available for this year.$0.09$0.02$0.45$0.47$0.03