Civic Intelligence

Vista Education Foundation

990EZ • Fiscal year 2018 • EIN 84-1647372

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

8th percentile

-52%

Higher net margin than 8% 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

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$19,071

Down $19,375 (-50%) from 2017

Net Assets

Down

$19,071

Down $19,375 (-50%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$37,210

Up $8,848 (+31%) from 2017

Expenses

Up

$56,585

Up $1,740 (+3.2%) from 2017

Net Income

Up

-$19,375

Up $7,108 (+27%) from 2017

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

2018

Assets$19,071
Liabilities-
Net Assets$19,071

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

2018

Revenue$37,210
Expenses$56,585
Net Income-$19,375
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$44,139
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.$28,545-
PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS$25,250-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brad PetersonPresidentPT$0--
Josh EckleVice PresidentPT$0--
Susan StuberSecretaryPT$0--
Marie HovelnTreasurerPT$0--
JoAnn LopezEd. DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Hero Event$17,869$17,869$425$17,444
Moonlight Gala Event$6,400$6,400$4,443$1,957
Total Events$24,269$24,269$4,868$19,401
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
President
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Miller Systems
Address
110 Civic Center Drive 202, Vista, CA 92084
Preparer
Daphne E Miller
Phone
7607588339
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: GRANT | Donee's Name: VISTA UNIFIED SCHOOL DISTRICT | Donee's Address: 1234 ARCADIA VISTA CA 92084 | Relationship of Donee: SCHOOLS | Cash Amount Given: $28545

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: SCHOLARSHIPS | Donee's Name: VISTA UNIFIED SCHOOL DISTRICT | Donee's Address: 1234 ARCADIA VISTA CA 92084 | Relationship of Donee: STUDENTS | Cash Amount Given: $25250

Other Expenses.1001

Advertising and Promotion $435

Other Expenses.1012

Insurance $930

Other Expenses.1

Books expense $400

Other Expenses.2

Reimbursements for various exp $394

Other Expenses.3

Website expense $315

Other Expenses.4

VCC Membership Dues $135

Other Expenses.5

MFCU Bank service charges $80

Other Expenses.7

Secretary of State Registratio $25

Raw XML Appendix170 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt020540
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: GRANT | Donee's Name: VISTA UNIFIED SCHOOL DISTRICT | Donee's Address: 1234 ARCADIA VISTA CA 92084 | Relationship of Donee: SCHOOLS | Cash Amount Given: $28545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: SCHOLARSHIPS | Donee's Name: VISTA UNIFIED SCHOOL DISTRICT | Donee's Address: 1234 ARCADIA VISTA CA 92084 | Relationship of Donee: STUDENTS | Cash Amount Given: $25250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Books expense $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reimbursements for various exp $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website expense $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VCC Membership Dues $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MFCU Bank service charges $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Secretary of State Registratio $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/PreparerFirmEIN0330524935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Systems
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Civic Center Drive 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092084
ReturnHeader/PreparerPersonGrp/PhoneNum07607588339
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daphne E Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T12:18:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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