Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
We Achieve Education Foundation Inc.
990EZ • Fiscal year 2018 • EIN 77-0303778
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
Balance Sheet
Assets
Down$63,761
Down $3,121 (-4.7%) from 2017
Net Assets
Down$63,761
Down $3,121 (-4.7%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Up$8,920
Up $2,475 (+38%) from 2017
Expenses
Up$11,523
Up $7,864 (+215%) from 2017
Net Income
Down-$2,603
Down $5,389 (-193%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Sep 23, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $8,920
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
| Description | Grants | Expenses |
|---|---|---|
| HARDSHIP DONATIONS TO PROVIDE BASIC SUPPORT AND HEALTH PAYMENTS IN TIMES OF NEED. DONATIONS OF CLASSROOM EQUIPMENT AND SUPPLIES TO SAN JOAQUIN VALLEY COLLEGE, INC AND ALSO EMPLOYEE | $11,505 | $11,505 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARK A PERRY | Director | - | $0 | - | - |
| MICHAEL D PERRY | Director | - | $0 | - | - |
| MICHAEL S ABRIL | Director | - | $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
- 2019-09-23
- 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: hardship donations. 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: 10,505.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general support. Grantee name: san joaquin valley college, inc. Grantee address: 3828 west caldwell avenue visalia, ca 93277. Grantee relationship: related. Property description: j-65 turbine engine . Method used to determine book value: fmv. Method used to determine fmv: comparable sales. Book value of property: 1,000. Date of gift: 07/01/18. Amount given: 1,000. Total included on form 990-ez, line 10: 11,505.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank charges. Amount: 18.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment . Amount: -518.”
Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SAN JOAQUIN VALLEY FOUNDATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5597349000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3828 W CALDWELL AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | VISALIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93277 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 66882 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 63761 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8920 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2603 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 66882 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 63761 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 11505 |
| IRS990EZ/GrossReceiptsAmt | 0 | 8920 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 66882 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 63761 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 66882 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 63761 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARK A PERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL D PERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL S ABRIL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -518 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 18 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HARDSHIP DONATIONS TO PROVIDE BASIC SUPPORT AND HEALTH PAYMENTS IN TIMES OF NEED. DONATIONS OF CLASSROOM EQUIPMENT AND SUPPLIES TO SAN JOAQUIN VALLEY COLLEGE, INC AND ALSO EMPLOYEE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 11505 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 11505 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 11523 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 11505 |
| IRS990EZ/TotalRevenueAmt | 0 | 8920 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 8920 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6445 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7134 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22688 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11875 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 57062 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.90130 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.91240 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 51428 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 5634 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 8920 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6445 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7134 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22688 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11875 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 57062 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 57062 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: HARDSHIP DONATIONS. 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: 10,505. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: GENERAL SUPPORT. GRANTEE NAME: SAN JOAQUIN VALLEY COLLEGE, INC. GRANTEE ADDRESS: 3828 WEST CALDWELL AVENUE VISALIA, CA 93277. GRANTEE RELATIONSHIP: RELATED. PROPERTY DESCRIPTION: J-65 TURBINE ENGINE . METHOD USED TO DETERMINE BOOK VALUE: FMV. METHOD USED TO DETERMINE FMV: COMPARABLE SALES. BOOK VALUE OF PROPERTY: 1,000. DATE OF GIFT: 07/01/18. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,505. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK CHARGES. AMOUNT: 18. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT . AMOUNT: -518. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL D PERRY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5597349000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-09-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SAN JOAQUIN VALLEY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SANJ |
| ReturnHeader/Filer/EIN | 0 | 770303778 |
| ReturnHeader/Filer/PhoneNum | 0 | 5597349000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3828 W CALDWELL AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VISALIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93277 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8F3AA22F39D27857D024F0A150D4B9C64528F6BF |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | F9E94CCE6397C50E435D1938C19F4177775931D7 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 69.30.50.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-09-23 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:40:03 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 952802865 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ALDRICH CPAS AND ADVISORSLLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5946 PRIESTLY DR STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CARLSBAD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92008 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7604318440 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-09-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEANNE A TAYLOR CPA |
| ReturnHeader/ReturnTs | 0 | 2019-10-10T18:28:56-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
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.
- Assets
- $63,761
- Liabilities
- $0
- Net assets
- $63,761
- Revenue
- $8,920
- Expenses
- $11,523
- Net income
- -$2,603