Civic Intelligence

Vista Education Foundation

990EZ • Fiscal year 2014 • EIN 84-1647372

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

236 E Broadway92084

(760) 630-8268

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.9%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$44,289

Down $8,881 (-17%) from 2011

Net Assets

$44,289

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$30,130

Up $8,841 (+42%) from 2011

Expenses

Up

$40,449

Up $20,431 (+102%) from 2011

Net Income

Down

-$10,319

Down $11,590 (-912%) from 2011

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $53,170Liabilities 2011: $02011Assets 2014: $44,289Net Assets 2014: $44,2892014Assets 2015: $62,862Net Assets 2015: $62,8622015Assets 2016: $64,929Net Assets 2016: $64,9292016Assets 2017: $38,446Net Assets 2017: $38,4462017Assets 2018: $19,071Net Assets 2018: $19,0712018Assets 2019: $33,954Net Assets 2019: $33,9542019Assets 2020: $16,543Liabilities 2020: $0Net Assets 2020: $16,5432020Assets 2021: $33,533Liabilities 2021: $0Net Assets 2021: $33,5332021Assets 2022: $53,368Liabilities 2022: $0Net Assets 2022: $53,3682022Assets 2023: $34,727Liabilities 2023: $0Net Assets 2023: $34,7272023Assets 2024: $63,727Liabilities 2024: $0Net Assets 2024: $63,7272024Assets 2025: $223,204Liabilities 2025: $0Net Assets 2025: $223,2042025

Highlighted filing

2014

Assets$44,289
Liabilities-
Net Assets$44,289

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $21,289Expenses 2011: $20,018Net Income 2011: $1,2712011Revenue 2014: $30,130Expenses 2014: $40,449Net Income 2014: -$10,3192014Revenue 2015: $66,954Expenses 2015: $48,381Net Income 2015: $18,5732015Revenue 2016: $56,806Expenses 2016: $54,739Net Income 2016: $2,0672016Revenue 2017: $28,362Expenses 2017: $54,845Net Income 2017: -$26,4832017Revenue 2018: $37,210Expenses 2018: $56,585Net Income 2018: -$19,3752018Revenue 2019: $62,271Expenses 2019: $47,388Net Income 2019: $14,8832019Revenue 2020: $33,652Expenses 2020: $51,063Net Income 2020: -$17,4112020Revenue 2021: $50,666Expenses 2021: $37,402Net Income 2021: $13,2642021Revenue 2022: $51,610Expenses 2022: $31,775Net Income 2022: $19,8352022Revenue 2023: $56,537Expenses 2023: $75,178Net Income 2023: -$18,6412023Revenue 2024: $49,961Expenses 2024: $36,961Net Income 2024: $13,0002024Revenue 2025: $96,807Expenses 2025: $57,157Net Income 2025: $39,6502025

Highlighted filing

2014

Revenue$30,130
Expenses$40,449
Net Income-$10,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.1
Gross Receipts
$38,119
Mission and Program Overview

Mission

GRANTS SCHOLARSHIPS

ENHANCEMENT OF EDUCATION

Program Services

DescriptionGrantsExpenses
PROVIDED GRANTS IN THE ARTS, TECHNOLOGY, & TESTING TO 19 SCHOOLS IN THE VUSD AS WELL AS 4 GENERAL GRANTS.$24,622$24,622
PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS.$10,000$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD PETERSONPresidentPT$0--
GARRY GARRETSONVice PresidentPT$0--
SUSAN STUBERSecretaryPT$0--
JOHN HERRERABoard MemberPT$0--
JOANN JONE LOPEZBoard MemberPT$0--
Filing and Contact Details

Filer

EIN
84-1647372
Phone
7606308268

Signing Officer

Name
Brad Peterson
Title
President
Phone
7606308268
Signed
2014-10-16

Preparer

Preparer
Jean L Mckinley
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Education enhancement grants 24622. Scholarships scholarship 10000.

Form 990EZ, Part I, Line 16

Business registration fee 20. Insurance (d&o) 930. Conference, meetings 1380.

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRAD PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07606308268
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10236 E BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/City0VISTA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09799
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10319
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044289
IRS990EZ/FundraisingGrossIncomeAmt028320
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034622
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038119
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054608
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054608
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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/PersonNm0BRAD PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARRY GARRETSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN STUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN HERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANN JONE LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCEMENT OF EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt03497
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED GRANTS IN THE ARTS, TECHNOLOGY, & TESTING TO 19 SCHOOLS IN THE VUSD AS WELL AS 4 GENERAL GRANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024622
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024622
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07989
IRS990EZ/SpecialEventsNetIncomeLossAmt020331
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040449
IRS990EZ/TotalProgramServiceExpensesAmt034622
IRS990EZ/TotalRevenueAmt030130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt092592
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt092592
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05623
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt092592
IRS990ScheduleA/TotalSupportAmt092592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION ENHANCEMENT GRANTS 24622. SCHOLARSHIPS SCHOLARSHIP 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS REGISTRATION FEE 20. INSURANCE (D&O) 930. CONFERENCE, MEETINGS 1380.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07606308268
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10VISTA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VIST
ReturnHeader/Filer/EIN0841647372
ReturnHeader/Filer/PhoneNum07606308268
ReturnHeader/Filer/USAddress/AddressLine10236 E BROADWAY
ReturnHeader/Filer/USAddress/City0VISTA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCKINLEY BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10913 CYPRESS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0920847043
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN L MCKINLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-05T12:51:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings