Civic Intelligence

Big Valley Fifty Plus Club

990EZ • Fiscal year 2017 • EIN 94-2654948

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

PO Box 586Bieber, CA 96009

(530) 294-5745

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$16,262

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

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

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$15,328

Up $4,628 (+43%) from 2016

Net Assets

Up

$11,585

Up $4,291 (+59%) from 2016

Liabilities

Up

$3,743

Up $337 (+9.9%) from 2016

Revenue

Up

$106,437

Up $20,073 (+23%) from 2016

Expenses

Up

$102,680

Up $22,336 (+28%) from 2016

Net Income

Down

$3,757

Down $2,263 (-38%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2013: $5,354Liabilities 2013: $7,860Net Assets 2013: -$2,5062013Assets 2014: $2,899Liabilities 2014: $2,507Net Assets 2014: $3922014Assets 2015: $5,046Liabilities 2015: $3,772Net Assets 2015: $1,2742015Assets 2016: $10,700Liabilities 2016: $3,406Net Assets 2016: $7,2942016Assets 2017: $15,328Liabilities 2017: $3,743Net Assets 2017: $11,5852017Assets 2018: $16,207Liabilities 2018: $3,856Net Assets 2018: $12,3512018Assets 2019: $17,795Liabilities 2019: $11,298Net Assets 2019: $6,4972019Assets 2020: $44,094Liabilities 2020: $15,743Net Assets 2020: $28,3512020Assets 2021: $57,899Liabilities 2021: $5,879Net Assets 2021: $52,0202021Assets 2022: $114,145Liabilities 2022: $23,069Net Assets 2022: $91,0762022Assets 2023: $108,437Liabilities 2023: $21,234Net Assets 2023: $87,2032023Assets 2024: $123,172Liabilities 2024: $39,249Net Assets 2024: $83,9232024

Highlighted filing

2017

Assets$15,328
Liabilities$3,743
Net Assets$11,585

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $69,970Expenses 2013: $79,488Net Income 2013: -$9,5182013Revenue 2014: $66,263Expenses 2014: $62,850Net Income 2014: $3,4132014Revenue 2015: $74,321Expenses 2015: $73,439Net Income 2015: $8822015Revenue 2016: $86,364Expenses 2016: $80,344Net Income 2016: $6,0202016Revenue 2017: $106,437Expenses 2017: $102,680Net Income 2017: $3,7572017Revenue 2018: $110,954Expenses 2018: $110,188Net Income 2018: $7662018Revenue 2019: $99,304Expenses 2019: $105,158Net Income 2019: -$5,8542019Revenue 2020: $142,113Expenses 2020: $120,153Net Income 2020: $21,9602020Revenue 2021: $159,348Expenses 2021: $135,779Net Income 2021: $23,5692021Revenue 2022: $226,175Expenses 2022: $187,119Net Income 2022: $39,0562022Revenue 2023: $261,095Expenses 2023: $264,968Net Income 2023: -$3,8732023Revenue 2024: $120,511Expenses 2024: $123,789Net Income 2024: -$3,2782024

Highlighted filing

2017

Revenue$106,437
Expenses$102,680
Net Income$3,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$108,264
Mission and Program Overview

Mission

To provide services to local seniors

Program Services

DescriptionGrantsExpenses
Provided approximentaly 800 congregate meals and 4000 home delivered meals to our local senior citizens-$64,431
Provided transportation to and from the senior center for congregate meals also for medical appointments and grocery shopping trips-$47,894
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra Van BruntProgram ManagerPT$16,262-$16,262
Sara EdsonTreasurer-$0--
Clinton DavisPresidentPT$0--
Linda McDanielVice President-$0--
Chris DavisSecretary-$0--
Bea HeatrickBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Big Valley Fifty Plus
EIN
94-2654948
Address
PO Box 586, Bieber, CA 96009

Signing Officer

Name
Sara R Edson
Title
Treasurer
Phone
5302999906
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sara R Edson CPA
Address
PO Box 155, Bieber, CA 96009
Preparer
Sara R Edson
Phone
5302999906
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 589Software license 1,270Advertising 236Bank Fees 137Registration fee 20Grant expenditures 253Insurance 11,479Interest 55Meals 191Conference 610Memberships 175Miscellaneous 106Supplies 1,992Payroll tax 5,130Travel 1,560Raw food 12,833Vehicle operation 12,186Medic alert 992

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts Receivable 0 3,386Net Fixed Assets 2,179 1,950Prepaid Insurance 5,102 3,565Work Comp Deposit 534 946

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 1,890 2,699Payroll 1,516 1,044

Raw XML Appendix175 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/PersonNm0Sara Edson
IRS990EZ/BooksInCareOfDetail/PhoneNum05302945745
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0385 Bridge St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bieber
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03419
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05481
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100120
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03757
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0584
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011234
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015328
IRS990EZ/FundraisingGrossIncomeAmt02827
IRS990EZ/GrossReceiptsAmt0108264
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07828
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011585
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07828
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011585
IRS990EZ/OccupancyRentUtltsAndMaintAmt01561
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt524.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt516262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sara Edson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Clinton Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda McDaniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chris Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bea Heatrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debra Van Brunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Program Manager
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07815
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09847
IRS990EZ/OtherExpensesTotalAmt049814
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide services to local seniors
IRS990EZ/PrintingPublicationsPostageAmt0681
IRS990EZ/ProgramServiceRevenueAmt05317
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided approximentaly 800 congregate meals and 4000 home delivered meals to our local senior citizens
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided transportation to and from the senior center for congregate meals also for medical appointments and grocery shopping trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064431
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt147894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt050040
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01827
IRS990EZ/SpecialEventsNetIncomeLossAmt01000
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03406
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03743
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102680
IRS990EZ/TotalProgramServiceExpensesAmt0112325
IRS990EZ/TotalRevenueAmt0106437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt081242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0369219
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt013250
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt012316
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt016954
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt09000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt09000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt060520
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt031664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02827
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02827
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98240
IRS990ScheduleA/PublicSupportPY170Pct00.97560
IRS990ScheduleA/PublicSupportTotal170Amt0429739
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt068153
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0429739
IRS990ScheduleA/TotalSupportAmt0437436
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0902
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt03968
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt04870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 589Software license 1,270Advertising 236Bank Fees 137Registration fee 20Grant expenditures 253Insurance 11,479Interest 55Meals 191Conference 610Memberships 175Miscellaneous 106Supplies 1,992Payroll tax 5,130Travel 1,560Raw food 12,833Vehicle operation 12,186Medic alert 992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccounts Receivable 0 3,386Net Fixed Assets 2,179 1,950Prepaid Insurance 5,102 3,565Work Comp Deposit 534 946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Payable 1,890 2,699Payroll 1,516 1,044
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara R Edson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05302999906
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Big Valley Fifty Plus
ReturnHeader/Filer/BusinessNameControlTxt0BIGV
ReturnHeader/Filer/EIN0942654948
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 586
ReturnHeader/Filer/USAddress/CityNm0Bieber
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C6A85856ACD77847B700DF81A77BBBA5D90EABC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6A85856ACD77847B700DF81A77BBBA5D90EABC4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06849432018319aqgkt2m
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.181.244.155
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm023:03:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461785671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sara R Edson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bieber
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096009
ReturnHeader/PreparerPersonGrp/PhoneNum05302999906
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara R Edson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T23:00:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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