Civic Intelligence

Vista Education Foundation

990EZ • Fiscal year 2015 • EIN 84-1647372

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 13, 2015

Organization ProfileN/A
236 E BroadwayVista, CA 92084

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,862

Up $18,573 (+42%) from 2014

Net Assets

Up

$62,862

Up $18,573 (+42%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$66,954

Up $36,824 (+122%) from 2014

Expenses

Up

$48,381

Up $7,932 (+20%) from 2014

Net Income

Up

$18,573

Up $28,892 (+280%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2015

Assets$62,862
Liabilities-
Net Assets$62,862
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

2015

Revenue$66,954
Expenses$48,381
Net Income$18,573
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$74,623
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.$22,535$22,535
PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS.$20,500$20,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Vista Education Foundation
EIN
84-1647372
Phone
7606308268
Address
236 E BROADWAY, VISTA, CA 92084

Signing Officer

Name
Brad Peterson
Title
Chairman
Phone
7606308268
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Mckinley Business Services
Address
913 CYPRESS DR, VISTA, CA 92084-7043
Preparer
Jean L Mckinley
Phone
7609456950
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Art and technology grant vista unified school schools 22535. Scholarships scholarship vista unified school students 20500.”

Form 990EZ, Part I, Line 16

“Advertising 800. Conferences, meetings 60. Insurance (d&o) 930.”

Raw XML Appendix144 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/AddressLine1Txt0236 E BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056075
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018573
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02129
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062862
IRS990EZ/FundraisingGrossIncomeAmt018548
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043035
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074623
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062862
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 JONES 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/OtherExpensesTotalAmt01790
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCEMENT OF EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01427
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/GrantsAndAllocationsAmt022535
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022535
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07669
IRS990EZ/SpecialEventsNetIncomeLossAmt010879
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048381
IRS990EZ/TotalProgramServiceExpensesAmt043035
IRS990EZ/TotalRevenueAmt066954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143044
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0143044
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08677
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143044
IRS990ScheduleA/TotalSupportAmt0143044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART AND TECHNOLOGY GRANT VISTA UNIFIED SCHOOL SCHOOLS 22535. SCHOLARSHIPS SCHOLARSHIP VISTA UNIFIED SCHOOL STUDENTS 20500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 800. CONFERENCES, MEETINGS 60. INSURANCE (D&O) 930.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07606308268
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISTA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VIST
ReturnHeader/Filer/EIN0841647372
ReturnHeader/Filer/PhoneNum07606308268
ReturnHeader/Filer/USAddress/AddressLine1Txt0236 E BROADWAY
ReturnHeader/Filer/USAddress/CityNm0VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKINLEY BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0913 CYPRESS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920847043
ReturnHeader/PreparerPersonGrp/PhoneNum07609456950
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN L MCKINLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-03T14:20:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,862
Liabilities
-
Net assets
$62,862
Revenue
$66,954
Expenses
$48,381
Net income
$18,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.97$0.57$0.40
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.50$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.57$0.75$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.52$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.51$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.34$0.51$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.62$0.47$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.37$0.57$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.28$0.55$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.57$0.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.67$0.48$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.30$0.40$0.10
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.21$0.20$0.01