Civic Intelligence

Active Valor

990EZ • Fiscal year 2018 • EIN 82-1739736

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 07, 2019

Organization ProfileWWW.ACTIVEVALOR.COM
2147 Camino DriveEscondido, CA 92026

(619) 948-9517

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.08x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

$40,016

No earlier filing loaded for comparison.

Net Assets

$35,589

No earlier filing loaded for comparison.

Liabilities

$4,427

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin83rd percentile

Revenue

$55,626

No earlier filing loaded for comparison.

Expenses

$39,895

No earlier filing loaded for comparison.

Net Income

$15,731

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$40,016
Liabilities$4,427
Net Assets$35,589
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$55,626
Expenses$39,895
Net Income$15,731
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 7, 2019
Return Version
2018v3.1
Gross Receipts
$56,525
Mission and Program Overview

Mission

Give purpose to veterans, in support of gold star families

Program Services

DescriptionGrantsExpenses
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.$23,333-
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.$11,044-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY YEEPresident & CEOFT$0--
JAMIE YEEVice Pres/ SecFT$0--
HENRY CARDOZATreasurerPT$0--
EUGENE NEILBoard MemberPT$0--
WERNER PIETERSBoard MemberPT$0--
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
2019-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Widner CPA Llp
Address
425 W GRAND AVE, ESCONDIDO, CA 92025-2607
Preparer
Terri Widner
Phone
7604899892
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $5891”

Other Expenses.1002

“Office Expenses $492”

Other Expenses.1003

“Information Technology $320”

Other Expenses.1005

“Travel $1439”

Other Expenses.1012

“Insurance $350”

Other Expenses.1

“Care Packages/ Adventures Prog $12843”

Other Expenses.2

“Remembering Program in/out $11044”

Other Expenses.3

“Meals/Entertainment $3123”

Other Expenses.4

“Materials $1561”

Other Expenses.6

“Other Admin Exp $168”

Other Assets.1010

“Inventories - Beginning $0 Inventories - Ending $603”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $2983 Unsecured Notes and Loans Payable - Ending $4427”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Terri Widner
IRS990EZ/BooksInCareOfDetail/PhoneNum07604899892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 West Grand Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054382
IRS990EZ/CostOfGoodsSoldAmt0899
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015731
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040016
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01244
IRS990EZ/GrossReceiptsAmt056525
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02143
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035589
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035589
IRS990EZ/OccupancyRentUtltsAndMaintAmt01603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PERRY YEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE YEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HENRY CARDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EUGENE NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WERNER PIETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres/ Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0603
IRS990EZ/OtherExpensesTotalAmt037231
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GIVE PURPOSE TO VETERANS, IN SUPPORT OF GOLD STAR FAMILIES
IRS990EZ/PrintingPublicationsPostageAmt01061
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Valor 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Care 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011044
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02983
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04427
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039895
IRS990EZ/TotalProgramServiceExpensesAmt034377
IRS990EZ/TotalRevenueAmt055626
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ACTIVEVALOR.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081298
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02513
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt083811
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028185
IRS990ScheduleA/Total509Grp/TotalAmt083811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028185
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $5891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Care Packages/ Adventures Prog $12843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Remembering Program in/out $11044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meals/Entertainment $3123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Materials $1561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other Admin Exp $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $0 Inventories - Ending $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Unsecured Notes and Loans Payable - Beginning $2983 Unsecured Notes and Loans Payable - Ending $4427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1008
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY YEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTIVE VALOR
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0821739736
ReturnHeader/Filer/PhoneNum06199489517
ReturnHeader/Filer/USAddress/AddressLine1Txt02147 CAMINO DRIVE
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330908988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHEN & WIDNER CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 W GRAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920252607
ReturnHeader/PreparerPersonGrp/PhoneNum07604899892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri Widner
ReturnHeader/ReturnTs02019-08-27T09:40:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.

Open filing
Assets
$40,016
Liabilities
$4,427
Net assets
$35,589
Revenue
$55,626
Expenses
$39,895
Net income
$15,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.05$3.69$0.77$0.45$0.33
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.05$3.36$1.01$0.43$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.05$2.79$1.04$0.20$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.05$1.96$0.84$0.30$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.42$1.39$0.32$1.07
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.36$0.56$0.40$0.16