Civic Intelligence

Valley Tuition Organization

990EZ • Fiscal year 2017 • EIN 81-2701532

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

7220 N 16th Street No JPhoenix, AZ 85020

(602) 842-1795

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

98th percentile

91%

Higher net margin than 98% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$67,197

No earlier filing loaded for comparison.

Net Assets

$61,197

No earlier filing loaded for comparison.

Liabilities

$6,000

No earlier filing loaded for comparison.

Revenue

$67,466

No earlier filing loaded for comparison.

Expenses

$6,269

No earlier filing loaded for comparison.

Net Income

$61,197

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $67,197Liabilities 2017: $6,000Net Assets 2017: $61,1972017Assets 2018: $164,915Liabilities 2018: $18,300Net Assets 2018: $146,6152018Assets 2020: $1,207,875Liabilities 2020: $0Net Assets 2020: $1,207,8752020Assets 2021: $817,314Liabilities 2021: $0Net Assets 2021: $817,3142021Assets 2022: $1,219,948Liabilities 2022: $0Net Assets 2022: $1,219,9482022Assets 2023: $2,606,304Liabilities 2023: $0Net Assets 2023: $2,606,3042023Assets 2024: $3,286,639Liabilities 2024: $0Net Assets 2024: $3,286,6392024

Highlighted filing

2017

Assets$67,197
Liabilities$6,000
Net Assets$61,197

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $67,466Expenses 2017: $6,269Net Income 2017: $61,1972017Revenue 2018: $219,967Expenses 2018: $134,549Net Income 2018: $85,4182018Revenue 2020: $254,513Expenses 2020: $524,925Net Income 2020: -$270,4122020Revenue 2021: $580,133Expenses 2021: $970,694Net Income 2021: -$390,5612021Revenue 2022: $712,719Expenses 2022: $310,085Net Income 2022: $402,6342022Revenue 2023: $1,973,398Expenses 2023: $587,042Net Income 2023: $1,386,3562023Revenue 2024: $1,327,612Expenses 2024: $647,277Net Income 2024: $680,3352024

Highlighted filing

2017

Revenue$67,466
Expenses$6,269
Net Income$61,197
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$67,466
Mission and Program Overview

Mission

The Organization's mission is to provide affordable Jewish private school education for all students through scholarships. The Organization allocates at least 90% of its annual revenue for tuition grants to K-12 students to allow them to attend any qualified private school.The Organization is an approved "School Tuition Organization" (STO) for both individuals and corporations. The rules governing an STO are administered by the Arizona Department of Revenue.

The Org.'s mission is to provide affordable Jewish private school education for all students through scholarships. The Organization allocates at least 90% of its annual revenue for tuition grants to K-12 students to allow them to attend any qualified private school. The Organization is an approved "School Tuition Organization" (STO) for both individuals and corporations. The rules governing an STO are administered by the Arizona Department of Revenue.

Program Services

DescriptionGrantsExpenses
The Organization is a school tuition organization as defined in Arizona Revised Statute 43-1089, and as such, must allocate at least 90 percent of its qualifying annual revenue for educational scholarships or tuition grants. The Organization strives to ensure affordable Jewish private school education for all students.$0$3,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sadie ReubenSecretaryPT$0--
Terry TaubmanExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Valley Tuition Organization
EIN
81-2701532
Phone
6028421795
Address
7220 N 16th Street No J, Phoenix, AZ 85020

Signing Officer

Name
Sadie Reuben
Title
Secretary
Phone
6028421795
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
James E Raftery CPA Pc
Address
606 N Stapley Drive, Mesa, AZ 85203
Preparer
Cynthia Williams EA
Phone
4808351040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest income. Amount: 1.

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

Description: Transaction fees. Amount: 269.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accrued expenses. Beg. of Year Amount: 0. End of Year Amount: 6,000.

Raw XML Appendix141 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/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum06028421795
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07220 N 16th Street No J
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067465
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt061197
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067197
IRS990EZ/GrossReceiptsAmt067466
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sadie Reuben
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Terry Taubman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0269
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Org.'s mission is to provide affordable Jewish private school education for all students through scholarships. The Organization allocates at least 90% of its annual revenue for tuition grants to K-12 students to allow them to attend any qualified private school. The Organization is an approved "School Tuition Organization" (STO) for both individuals and corporations. The rules governing an STO are administered by the Arizona Department of Revenue.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization is a school tuition organization as defined in Arizona Revised Statute 43-1089, and as such, must allocate at least 90 percent of its qualifying annual revenue for educational scholarships or tuition grants. The Organization strives to ensure affordable Jewish private school education for all students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03600
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06269
IRS990EZ/TotalProgramServiceExpensesAmt03600
IRS990EZ/TotalRevenueAmt067466
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.valleytuitionorganization.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt067465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt067465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067465
IRS990ScheduleA/TotalSupportAmt067466
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Transaction fees. Amount: 269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Accrued expenses. Beg. of Year Amount: 0. End of Year Amount: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
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/PersonNm0Sadie Reuben
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06028421795
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley Tuition Organization
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0812701532
ReturnHeader/Filer/PhoneNum06028421795
ReturnHeader/Filer/USAddress/AddressLine1Txt07220 N 16th Street No J
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B310C8B9EC0F68EF70EF8BAFE4A6E60FA604F611
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CB33F987330F26B2A80741D64A5B60B6FB6AC28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.190.148.35
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:41:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860503405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES E RAFTERY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0606 N Stapley Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04808351040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia Williams EA
ReturnHeader/ReturnTs02018-05-18T14:01:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings