Civic Intelligence

Penn Valley Community Foundation

990EZ • Fiscal year 2016 • EIN 94-3380387

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization ProfileN/A
PO Box 186Penn Valley, CA 95946-0186

(530) 432-4334

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

94th percentile

129%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$438,572

Down $100,332 (-19%) from 2013

Net Assets

Down

$438,572

Down $100,332 (-19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

Up

$21,490

Up $19,697 (+1099%) from 2013

Expenses

Up

$24,930

Up $16,116 (+183%) from 2013

Net Income

Up

-$3,440

Up $3,581 (+51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2011: $566,226Liabilities 2011: $0Net Assets 2011: $566,2262011Assets 2012: $545,925Liabilities 2012: $0Net Assets 2012: $545,9252012Assets 2013: $538,904Liabilities 2013: $0Net Assets 2013: $538,9042013Assets 2016: $438,572Liabilities 2016: $0Net Assets 2016: $438,5722016Assets 2019: $360,048Liabilities 2019: $02019Assets 2022: $414,672Liabilities 2022: $0Net Assets 2022: $414,6722022

Highlighted filing

2016

Assets$438,572
Liabilities$0
Net Assets$438,572
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $216,0922011Expenses 2012: $31,2922012Revenue 2013: $1,793Expenses 2013: $8,814Net Income 2013: -$7,0212013Revenue 2016: $21,490Expenses 2016: $24,930Net Income 2016: -$3,4402016Revenue 2019: $4,209Expenses 2019: $6,601Net Income 2019: -$2,3922019Revenue 2022: $61,319Expenses 2022: $0Net Income 2022: $61,3192022

Highlighted filing

2016

Revenue$21,490
Expenses$24,930
Net Income-$3,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$146,323
Mission and Program Overview

Mission

To accumulate funds to build a community center.

Program Services

DescriptionGrantsExpenses
IN THE PROCESS OF DEVELOPING CONCEPTUAL PLAN AND FESABILITY STUDIES FOR THE CONSTRUCTION OF A COMMUNITY CENTER.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA LERDALLExecutive DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$107,305$107,305-$107,305
Total Events$107,305$107,305-$107,305
Filing and Contact Details

Filer

Filer Name
Penn Valley Community Foundation Inc
EIN
94-3380387
Phone
5304324334
Address
PO Box 186, Penn Valley, CA 95946-0186

Signing Officer

Name
Bob Kline
Title
Chairman
Phone
5304324334
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
D Walker and Associates
Address
11611 SANDPIPER WAY, PENN VALLEY, CA 95946-9665
Preparer
David R Walker
Phone
5303620614
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office and Opperating Expense 4088.”

Form 990EZ, Part I, Line 16

“D & O Insurance 2092.”

Form 990EZ, Part II, Line 24

“Inventory 1632.”

Form 990EZ, Part II, Line 24

“Furniture and Equipment 750.”

Raw XML Appendix140 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/PersonNm0ROD FIVELSTAD
IRS990EZ/BooksInCareOfDetail/PhoneNum05302635736
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010186 Durbrow Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grass Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095945
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107190
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037702
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016197
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0438572
IRS990EZ/FundraisingGrossIncomeAmt0107305
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0146323
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0591
IRS990EZ/LandAndBuildingsGrp/EOYAmt0329000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0442012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0438572
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0442012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0438572
IRS990EZ/OccupancyRentUtltsAndMaintAmt01974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA LERDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02382
IRS990EZ/OtherExpensesTotalAmt06180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To accumulate funds to build a community center.
IRS990EZ/PrintingPublicationsPostageAmt0579
IRS990EZ/ProgramServiceRevenueAmt0725
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN THE PROCESS OF DEVELOPING CONCEPTUAL PLAN AND FESABILITY STUDIES FOR THE CONSTRUCTION OF A COMMUNITY CENTER.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0124833
IRS990EZ/SpecialEventsNetIncomeLossAmt0-17528
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024930
IRS990EZ/TotalRevenueAmt021490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065747
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt0725
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt0725
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0591
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079436
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0415
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0591
IRS990ScheduleA/InvestmentIncomeCYPct00.00400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0146323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0146323
IRS990ScheduleA/Total509Grp/TotalAmt0146323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146914
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107305
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0107305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office and Opperating Expense 4088.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1D & O Insurance 2092.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Inventory 1632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Furniture and Equipment 750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05304324334
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Penn Valley Community Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0943380387
ReturnHeader/Filer/PhoneNum05304324334
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 186
ReturnHeader/Filer/USAddress/CityNm0Penn Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0959460186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D WALKER AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011611 SANDPIPER WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0959469665
ReturnHeader/PreparerPersonGrp/PhoneNum05303620614
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WALKER
ReturnHeader/ReturnTs02017-05-15T22:31:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,572
Liabilities
$0
Net assets
$438,572
Revenue
$21,490
Expenses
$24,930
Net income
-$3,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.61$0.00$0.61
2019Summary only. Only limited summary data is available for this year.$3.60$0.00$0.04$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.21$0.25$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.00$5.39$0.02$0.09$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.00$5.46$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.00$5.66$2.16