Civic Intelligence

West Valley Educational Endowment Fund

EIN 77-0491540 • 501(c)3 • Sunnyvale, CA

Profile

To provide a continuing organization, outside the public school system, which will work to provide financial support as a supplement to the resources of the cupertino union school district to sustain and enrich the educational environment of the students at west valley elementary school in sunnyvale, california.

PO Box 2032Sunnyvale, CA 94087

edline.net/PAGES/WEST%20VALLEY%20ELEMENTARY%20SCHOO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$548,763

Up $35,460 (+6.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$548,763

Up $35,460 (+6.9%) from 2019

Operations
Liabilities / Revenue34th percentileNet Margin94th percentile

Revenue

Down

$17,284

Down $6,156 (-26%) from 2019

Expenses

Up

$5,904

Up $5,229 (+775%) from 2019

Net Income

Down

$11,380

Down $11,385 (-50%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $459,306Liabilities 2011: $0Net Assets 2011: $459,3062011Assets 2012: $511,107Liabilities 2012: $0Net Assets 2012: $511,1072012Assets 2013: $528,042Liabilities 2013: $0Net Assets 2013: $528,0422013Assets 2014: $688,476Liabilities 2014: $0Net Assets 2014: $688,4762014Assets 2015: $860,046Liabilities 2015: $0Net Assets 2015: $860,0462015Assets 2016: $433,375Liabilities 2016: $0Net Assets 2016: $433,3752016Assets 2017: $464,923Liabilities 2017: $02017Assets 2019: $513,303Liabilities 2019: $0Net Assets 2019: $513,3032019Assets 2020: $548,763Liabilities 2020: $0Net Assets 2020: $548,7632020

Highlighted filing

2020

Assets$548,763
Liabilities$0
Net Assets$548,763
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $167,471Expenses 2011: $134,096Net Income 2011: $33,3752011Revenue 2012: $169,985Expenses 2012: $118,184Net Income 2012: $51,8012012Revenue 2013: $169,276Expenses 2013: $153,384Net Income 2013: $15,8922013Revenue 2014: $302,756Expenses 2014: $154,681Net Income 2014: $148,0752014Revenue 2015: $301,419Expenses 2015: $129,849Net Income 2015: $171,5702015Revenue 2016: $174,489Expenses 2016: $601,160Net Income 2016: -$426,6712016Revenue 2017: $31,673Expenses 2017: $125Net Income 2017: $31,5482017Revenue 2019: $23,440Expenses 2019: $675Net Income 2019: $22,7652019Revenue 2020: $17,284Expenses 2020: $5,904Net Income 2020: $11,3802020

Highlighted filing

2020

Revenue$17,284
Expenses$5,904
Net Income$11,380
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$548,763
Liabilities
$0
Net assets
$548,763
Revenue
$17,284
Expenses
$5,904
Net income
$11,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.17$0.06$0.11
2019Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.23$0.01$0.23
2017Summary only. Only limited summary data is available for this year.$4.65$0.00$0.32$0.00$0.32
2016Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$1.74$6.01$4.27
2015Summary only. Only limited summary data is available for this year.$8.60$0.00$8.60$3.01$1.30$1.72
2014Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$3.03$1.55$1.48
2013Summary only. Only limited summary data is available for this year.$5.28$0.00$5.28$1.69$1.53$0.16
2012Summary only. Only limited summary data is available for this year.$5.11$0.00$5.11$1.70$1.18$0.52
2011Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$1.67$1.34$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jan 18, 2021
Return Version
2019v5.0
Gross Receipts
$17,284
Mission and Program Overview

Mission

To provide a continuing organization, outside the public school system, which will work to provide financial support as a supplement to the resources of the cupertino union school district to sustain and enrich the educational environment of the students at west valley elementary school in sunnyvale, california.

To serve as a funding source for West Valley Elementary School in Sunnyvale, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$506,471$540,937▲ $34,466
Cash and Non-Interest-Bearing Accounts$6,832$7,826▲ $994
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$513,303$548,763▲ $35,460
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$513,303$548,763▲ $35,460
Total Net Assets Fund Balance$513,303$548,763▲ $35,460
Total Liabilities and Net Assets / Fund Balance$513,303$548,763▲ $35,460
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Loreena LeePresident
Ruel ParentVice President
Alexandra BouchardDirector
Behrooz MahasseniDirector
Bridget MercikDirector
Elizabeth ShenDirector
Jeffrey BernsteinDirector
Kathleen EriksonDirector
Marissa LevyDirector
Lauren MenschSecretary
Charles FraleighTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,448
Program Service Revenue
$0
Investment Income
$11,836
Other Revenue
$0
All Other Contributions
$5,448
Change in Net Assets
$11,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$3,453-$3,453
Fees for Service Investment Mgmnt Fees-$1,432-$1,432
Other Expenses$999--$999
Office Expenses-$20-$20
Total Functional Expenses$999$4,905$0$5,904
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization's Board of Directors. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the Organization's voting body. A representative of Board authorizes the final Form 990 which is then e-filed with the Internal Revenue Service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members of the board of directors review all potential conflicts of interest atleast annually. All personnel and board members are required to disclose (inwriting) potential conflicts and any related party affiliations. Loans between theorganization and members of management and the board are strictly prohibited. Theorganization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The organization had no employees for the year ended July 31, 2020.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Corporation shall not pay any compensation to Directors for services rendered to the Corporation as Directors, except that Directors may be reimbursed for expenses incurred in the performance of their duties to the Corporation, in reasonable amounts as approved by the Board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection upon request.”

Filing and Contact Details

Filer

Filer Name
West Valley Educational Endowment Fund
EIN
77-0491540
Phone
6509960631
Address
PO Box 2032, Sunnyvale, CA 94087

Signing Officer

Name
Charles Fraleigh
Title
Treasurer
Phone
6509960631
Signed
2021-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loreena Lee
Formed
1998
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization's Board of Directors. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the Organization's voting body. A representative of Board authorizes the final Form 990 which is then e-filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST ATLEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE (INWRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THEORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THEORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization had no employees for the year ended July 31, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Corporation shall not pay any compensation to Directors for services rendered to the Corporation as Directors, except that Directors may be reimbursed for expenses incurred in the performance of their duties to the Corporation, in reasonable amounts as approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0West Valley Parent Teacher Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0465663137
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Enrich learning experience for students
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0section 170(b)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 2032
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Sunnyvale
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