Civic Intelligence

Vision Visalia Foundation

990EZ • Fiscal year 2018 • EIN 77-0155541

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

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

(559) 734-5876

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

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

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.

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

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$21,378

Up $3,082 (+17%) from 2017

Net Assets

Up

$21,234

Up $3,494 (+20%) from 2017

Liabilities

Down

$144

Down $412 (-74%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin57th percentile

Revenue

Down

$54,911

Down $41,710 (-43%) from 2017

Expenses

Down

$51,417

Down $41,913 (-45%) from 2017

Net Income

Up

$3,494

Up $203 (+6.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$21,378
Liabilities$144
Net Assets$21,234
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$54,911
Expenses$51,417
Net Income$3,494
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$54,911
Mission and Program Overview

Mission

CIVIC CHARITY

Program Services

DescriptionGrantsExpenses
LEADERSHIP VISALIA: PROGRAM OFFERED AS A SERVICE TO PARTICIPANTS AND THE BROADER VISALIA COMMUNITY AS A INVESTMENT TO ENSURE EFFECTIVE LEADERSHIP IN OUR WORKPLACES, COMMUNITY ORGANIZATIONS, AND CIVIC INSTITUTIONS.$5,616-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN HALLSChairman-$0--
STACY MORRISOut-Going Chair-$0--
KAREN GROSSIncoming Chair-$0--
PATRICK SALAZARVice Chair Fina-$0--
WILLIAM MARTINVice Chair-$0--
BJ PERCHVice Chair-$0--
GARTH GIPSONVice Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Auction$45,315---
Total Events$45,315---
Filing and Contact Details

Filer

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

Signing Officer

Name
Gail Zurek
Title
CEO
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
M Green and Company LLP CPAS
Address
3900 W CALDWELL, VISALIA, CA 93277
Preparer
Nicole a Centofanti CPA
Phone
5596273900
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: MISCELLANEOUS CHARITABLE ORGANIZATIONS | Donee's Address: MAIN ST VISALIA CA 93291 | Cash Amount Given: $45315”

Other Expenses.1

“Leadership visalia expenses $5616”

Other Assets.1005

“Accounts Receivable - Beginning $475 Accounts Receivable - Ending $60”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $556 Accounts Payable and Accrued Expenses - Ending $144”

Raw XML Appendix164 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2INCOMING CHAIR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MISCELLANEOUS CHARITABLE ORGANIZATIONS | Donee's Address: MAIN ST VISALIA CA 93291 | Cash Amount Given: $45315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LEADERSHIP VISALIA EXPENSES $5616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $475 Accounts Receivable - Ending $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $556 Accounts Payable and Accrued Expenses - Ending $144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL ZUREK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION VISALIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VISI
ReturnHeader/Filer/EIN0770155541
ReturnHeader/Filer/PhoneNum05597345876
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 N GARDEN ST SUITE 300
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 W CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093277
ReturnHeader/PreparerPersonGrp/PhoneNum05596273900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE A CENTOFANTI CPA
ReturnHeader/ReturnTs02018-11-15T10:47:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,378
Liabilities
$144
Net assets
$21,234
Revenue
$54,911
Expenses
$51,417
Net income
$3,494
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