Civic Intelligence

We Achieve Education Foundation Inc.

990EZ • Fiscal year 2017 • EIN 77-0303778

Jan 01, 2017 to Dec 31, 2017 • Filed on May 23, 2018

Organization ProfileN/A
3828 W Caldwell AvenueVisalia, CA 93277

(559) 734-9000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

89th percentile

43%

Higher net margin than 89% 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

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

34th percentile

-9.7%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$66,882

Up $2,786 (+4.3%) from 2016

Net Assets

Up

$66,882

Up $2,786 (+4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin89th percentile

Revenue

Down

$6,445

Down $689 (-9.7%) from 2016

Expenses

Down

$3,659

Down $5,209 (-59%) from 2016

Net Income

Up

$2,786

Up $4,520 (+261%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2010: $55,166Liabilities 2010: $0Net Assets 2010: $55,1662010Assets 2011: $61,574Liabilities 2011: $0Net Assets 2011: $61,5742011Assets 2012: $62,788Liabilities 2012: $0Net Assets 2012: $62,7882012Assets 2013: $63,706Liabilities 2013: $0Net Assets 2013: $63,7062013Assets 2015: $67,330Liabilities 2015: $0Net Assets 2015: $67,3302015Assets 2016: $64,096Liabilities 2016: $0Net Assets 2016: $64,0962016Assets 2017: $66,882Liabilities 2017: $0Net Assets 2017: $66,8822017Assets 2018: $63,761Liabilities 2018: $0Net Assets 2018: $63,7612018Assets 2019: $65,284Liabilities 2019: $0Net Assets 2019: $65,2842019Assets 2020: $5,206Liabilities 2020: $0Net Assets 2020: $5,2062020Assets 2021: $19,184Liabilities 2021: $0Net Assets 2021: $19,1842021Assets 2022: $45,497Liabilities 2022: $0Net Assets 2022: $45,4972022Assets 2023: $30,828Liabilities 2023: $0Net Assets 2023: $30,8282023Assets 2024: $26,748Liabilities 2024: $0Net Assets 2024: $26,7482024

Highlighted filing

2017

Assets$66,882
Liabilities$0
Net Assets$66,882
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $31,343Expenses 2010: $17,301Net Income 2010: $14,0422010Revenue 2011: $27,083Expenses 2011: $20,675Net Income 2011: $6,4082011Revenue 2012: $13,283Expenses 2012: $12,069Net Income 2012: $1,2142012Revenue 2013: $14,842Expenses 2013: $13,924Net Income 2013: $9182013Revenue 2015: $209,688Expenses 2015: $202,101Net Income 2015: $7,5872015Revenue 2016: $7,134Expenses 2016: $8,868Net Income 2016: -$1,7342016Revenue 2017: $6,445Expenses 2017: $3,659Net Income 2017: $2,7862017Revenue 2018: $8,920Expenses 2018: $11,523Net Income 2018: -$2,6032018Revenue 2019: $26,265Expenses 2019: $24,889Net Income 2019: $1,3762019Revenue 2020: $6,605Expenses 2020: $66,683Net Income 2020: -$60,0782020Revenue 2021: $54,000Expenses 2021: $40,022Net Income 2021: $13,9782021Revenue 2022: $50,100Expenses 2022: $23,787Net Income 2022: $26,3132022Expenses 2023: $14,6692023Revenue 2024: $0Expenses 2024: $4,080Net Income 2024: -$4,0802024

Highlighted filing

2017

Revenue$6,445
Expenses$3,659
Net Income$2,786
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 23, 2018
Return Version
2017v2.2
Gross Receipts
$6,445
Mission and Program Overview

Mission

We are an organization founded by the perry family that embraces and promotes personal growth and the achievement of individual goals through education, support, and assistance.

The foundation encourages the local businesses, physicians and other members of the community to donate classroom equipment and supplies in order for the foundation to make grants of the classroom equipment and supplies to the college and local charities. Employees of sjvc also maintain a hardship fund for fellow employees in need.

Program Services

DescriptionGrantsExpenses
GRANTS WERE PAID FOR SPECIFIC HARDSHIP CASES OF FELLOW EMPLOYEES.$3,650$3,650
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK A PERRYDirector-$0--
MICHAEL D PERRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Valley Foundation
EIN
77-0303778
Phone
5597349000
Address
3828 W CALDWELL AVENUE, VISALIA, CA 93277

Signing Officer

Name
Michael D Perry
Title
Director
Phone
5597349000
Signed
2018-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisorsllp
Address
5946 PRIESTLY DR STE 200, CARLSBAD, CA 92008
Preparer
Jeanne a Taylor CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general support. Grantee name: san joaquin valley foundation - employee hardship grantee name: san joaquin valley foundation - employee hardship. Grantee address: 3828 w. Caldwell avenue visalia, ca 93277. Grantee relationship: employees with hardships. Amount given: 3,650.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 9.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN VALLEY FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05597349000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03828 W CALDWELL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06445
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02786
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066882
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03650
IRS990EZ/GrossReceiptsAmt06445
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064096
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064096
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066882
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK A PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL D PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION ENCOURAGES THE LOCAL BUSINESSES, PHYSICIANS AND OTHER MEMBERS OF THE COMMUNITY TO DONATE CLASSROOM EQUIPMENT AND SUPPLIES IN ORDER FOR THE FOUNDATION TO MAKE GRANTS OF THE CLASSROOM EQUIPMENT AND SUPPLIES TO THE COLLEGE AND LOCAL CHARITIES. EMPLOYEES OF SJVC ALSO MAINTAIN A HARDSHIP FUND FOR FELLOW EMPLOYEES IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS WERE PAID FOR SPECIFIC HARDSHIP CASES OF FELLOW EMPLOYEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03650
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03659
IRS990EZ/TotalProgramServiceExpensesAmt03650
IRS990EZ/TotalRevenueAmt06445
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: NON CASH EQUIPMENT DATE: 02/27/15 AMOUNT: 187000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062984
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91240
IRS990ScheduleA/PublicSupportPY170Pct00.92300
IRS990ScheduleA/PublicSupportTotal170Amt057469
IRS990ScheduleA/SubstantialContributorsTotAmt05515
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014842
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062984
IRS990ScheduleA/TotalSupportAmt062984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GENERAL SUPPORT. GRANTEE NAME: SAN JOAQUIN VALLEY FOUNDATION - EMPLOYEE HARDSHIP GRANTEE NAME: SAN JOAQUIN VALLEY FOUNDATION - EMPLOYEE HARDSHIP. GRANTEE ADDRESS: 3828 W. CALDWELL AVENUE VISALIA, CA 93277. GRANTEE RELATIONSHIP: EMPLOYEES WITH HARDSHIPS. AMOUNT GIVEN: 3,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 9.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05597349000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0770303778
ReturnHeader/Filer/PhoneNum05597349000
ReturnHeader/Filer/USAddress/AddressLine1Txt03828 W CALDWELL AVENUE
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093277
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00BCDF0690DE06513EFE4BEF8EA5135703BEAABBC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1E927106E166AE455072697D7FADCD1B28725FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.30.50.66
ReturnHeader/FilingSecurityInformation/IPDt02018-05-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:25:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952802865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORSLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05946 PRIESTLY DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604318440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE A TAYLOR CPA
ReturnHeader/ReturnTs02018-06-18T15:55:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$66,882
Liabilities
$0
Net assets
$66,882
Revenue
$6,445
Expenses
$3,659
Net income
$2,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.50$0.24$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.54$0.40$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.07$0.67$0.60
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.26$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.09$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.06$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.10$2.02$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.15$0.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.13$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.27$0.21$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.31$0.17$0.14