Civic Intelligence

Active Valor

EIN 82-1739736 • 501(c)3 • Escondido, CA

Profile

Give purpose to veterans, in support of gold star families

2147 Camino DriveEscondido, CA 92026

www.activevalor.com

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$373,639

Up $32,599 (+9.6%) from 2022

Liabilities

Up

$4,685

Up $2 (+0.0%) from 2022

Net Assets

Up

$368,954

Up $32,597 (+9.7%) from 2022

Revenue

Down

$77,394

Down $23,201 (-23%) from 2022

Expenses

Up

$44,797

Up $1,720 (+4.0%) from 2022

Net Income

Down

$32,597

Down $24,921 (-43%) from 2022

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2018: $40,016Liabilities 2018: $4,427Net Assets 2018: $35,5892018Assets 2019: $146,941Liabilities 2019: $4,479Net Assets 2019: $142,4622019Assets 2020: $200,546Liabilities 2020: $4,683Net Assets 2020: $195,8632020Assets 2021: $283,522Liabilities 2021: $4,683Net Assets 2021: $278,8392021Assets 2022: $341,040Liabilities 2022: $4,683Net Assets 2022: $336,3572022Assets 2023: $373,639Liabilities 2023: $4,685Net Assets 2023: $368,9542023

Highlighted filing

2023

Assets$373,639
Liabilities$4,685
Net Assets$368,954

Operations Trend

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

$150K$100K$50K$0Revenue 2018: $55,626Expenses 2018: $39,895Net Income 2018: $15,7312018Revenue 2019: $139,105Expenses 2019: $32,232Net Income 2019: $106,8732019Revenue 2020: $83,944Expenses 2020: $29,943Net Income 2020: $54,0012020Revenue 2021: $104,021Expenses 2021: $19,977Net Income 2021: $84,0442021Revenue 2022: $100,595Expenses 2022: $43,077Net Income 2022: $57,5182022Revenue 2023: $77,394Expenses 2023: $44,797Net Income 2023: $32,5972023

Highlighted filing

2023

Revenue$77,394
Expenses$44,797
Net Income$32,597

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$99,876
Mission and Program Overview

Mission

Give purpose to veterans, in support of gold star families

Program Services

DescriptionGrantsExpenses
Valor Adventures Program: Valor Adventures pairs transitioning veterans as ongoing mentors to children who have lost a parent overseas in combat, or due to PTSD related suicide. Expenses for our 33 Veterans/33 Gold Star children, 25 surviving spouses & volunteers include equipment, location fees, gear and food/beverage.-$8,211
Care Package Program: Our veterans package care packages are sent to men and women overseas, as well as to chaplains on-base to restore their supplies, touching hundreds of deployed men/women overseas.-$7,775
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY YEEPresident & CEOFT$0--
JAMIE YEEVice Pres/ SecFT$0--
HENRY CARDOZATreasurerPT$0--
EUGENE NEILBoard MemberPT$0--
WERNER PIETERSBoard MemberPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raiser Auction & Other$49,352$49,352$22,200$27,152
Total Events$49,352$49,352$22,200$27,152
Filing and Contact Details

Filer

Filer Name
Active Valor
EIN
82-1739736
Phone
6199489517
Address
2147 CAMINO DRIVE, ESCONDIDO, CA 92026

Signing Officer

Name
Perry Yee
Title
President & CEO
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Widner Tax & Consulting LLC
Address
425 West Grand Ave, Escondido, CA 92025
Preparer
Terri Widner
Phone
7604899892
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $4250

Other Expenses.1002

Office Expenses $9266

Other Expenses.1006

Payments of Travel or Entertainment for Public Officials $2637

Other Expenses.1

Miscellaneous fees $18937

Other Expenses.2

Other Admin Exp $6569

Other Expenses.3

Materials $1393

Other Expenses.4

Meals/Entertainment $542

Other Assets.1010

Inventories - Beginning $603 Inventories - Ending $522

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $4683 Unsecured Notes and Loans Payable - Ending $4685

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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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