Civic Intelligence

Vista Education Foundation

990EZ • Fiscal year 2017 • EIN 84-1647372

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 04, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,446

Down $26,483 (-41%) from 2016

Net Assets

Down

$38,446

Down $26,483 (-41%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$28,362

Down $28,444 (-50%) from 2016

Expenses

Up

$54,845

Up $106 (+0.2%) from 2016

Net Income

Down

-$26,483

Down $28,550 (-1381%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2017

Assets$38,446
Liabilities-
Net Assets$38,446
Open 2017 Filing

Operations Trend

Revenue Growth9th 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

2017

Revenue$28,362
Expenses$54,845
Net Income-$26,483
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 4, 2018
Return Version
2016v3.0
Gross Receipts
$43,119
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.$28,383-
PROVIDED SCHOLARSHIPS TO 16 HIGH SCHOOL STUDENTS$22,900-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Hero Event$21,000$21,000$2,357$18,643
Moonlight Gala Event$5,961$5,961$12,400$-6,439
Total Events$26,961$26,961$14,757$12,204
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
2018-09-04
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: $28383”

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: $22900”

Other Expenses.1001

“Advertising and Promotion $1304”

Other Expenses.1002

“Office Expenses $115”

Other Expenses.1012

“Insurance $930”

Other Expenses.1

“Reimbursements for various exp $941”

Other Expenses.2

“VCC Membership Dues $130”

Other Expenses.3

“Secretary of State Registratio $75”

Other Expenses.4

“Comerica Bank charges $67”

Raw XML Appendix165 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
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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/BOYAmt064929
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IRS990EZ/ExcessOrDeficitForYearAmt0-26483
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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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/PersonNm1Josh Eckle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Stuber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marie Hovelin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JoAnn Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Ed. Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCEMENT OF EDUCATION
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/GrantsAndAllocationsAmt028383
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt122900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014757
IRS990EZ/SpecialEventsNetIncomeLossAmt012204
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054845
IRS990EZ/TotalProgramServiceExpensesAmt051283
IRS990EZ/TotalRevenueAmt028362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0146613
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0146613
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038119
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0146613
IRS990ScheduleA/TotalSupportAmt0146613
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014757
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Hero Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Moonlight Gala Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026961
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012204
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014757
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02357
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012400
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: $28383
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: $22900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reimbursements for various exp $941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VCC Membership Dues $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Secretary of State Registratio $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Comerica Bank charges $67
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
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/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/ReturnTs02018-09-04T15:21:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,446
Liabilities
-
Net assets
$38,446
Revenue
$28,362
Expenses
$54,845
Net income
-$26,483
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