Civic Intelligence

Pleasant Valley Education Association

990EZ • Fiscal year 2022 • EIN 95-2566314

Sep 01, 2021 to Aug 31, 2022 • Filed on Dec 21, 2022

400 Mobil Ave D3Camarillo, CA 93010

(805) 482-9535

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-63%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

60th percentile

$4,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

5th percentile

-42%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$33,368

Down $24,157 (-42%) from 2021

Net Assets

Down

$33,149

Down $24,376 (-42%) from 2021

Liabilities

$219

No earlier filing loaded for comparison.

Revenue

Up

$38,588

Up $672 (+1.8%) from 2021

Expenses

Up

$62,964

Up $19,408 (+45%) from 2021

Net Income

Down

-$24,376

Down $18,736 (-332%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $48,440Net Assets 2011: $48,4402011Assets 2012: $27,713Liabilities 2012: $02012Assets 2013: $32,533Net Assets 2013: $32,5332013Assets 2014: $32,875Net Assets 2014: $32,8752014Assets 2015: $48,486Net Assets 2015: $48,4862015Assets 2016: $53,126Net Assets 2016: $53,1262016Assets 2017: $58,129Net Assets 2017: $58,1292017Assets 2018: $61,489Net Assets 2018: $61,4892018Assets 2019: $66,371Net Assets 2019: $66,3712019Assets 2020: $63,165Net Assets 2020: $63,1652020Assets 2021: $57,525Net Assets 2021: $57,5252021Assets 2022: $33,368Liabilities 2022: $219Net Assets 2022: $33,1492022Assets 2023: $24,922Liabilities 2023: $178Net Assets 2023: $24,7442023Assets 2024: $26,643Liabilities 2024: $180Net Assets 2024: $26,4632024

Highlighted filing

2022

Assets$33,368
Liabilities$219
Net Assets$33,149

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $37,561Expenses 2011: $43,283Net Income 2011: -$5,7222011Revenue 2012: $43,788Expenses 2012: $64,515Net Income 2012: -$20,7272012Revenue 2013: $44,844Expenses 2013: $40,024Net Income 2013: $4,8202013Revenue 2014: $50,764Expenses 2014: $50,422Net Income 2014: $3422014Revenue 2015: $55,462Expenses 2015: $39,851Net Income 2015: $15,6112015Revenue 2016: $45,531Expenses 2016: $40,891Net Income 2016: $4,6402016Revenue 2017: $49,377Expenses 2017: $39,053Net Income 2017: $10,3242017Revenue 2018: $44,929Expenses 2018: $41,569Net Income 2018: $3,3602018Revenue 2019: $46,170Expenses 2019: $41,288Net Income 2019: $4,8822019Revenue 2020: $41,776Expenses 2020: $44,982Net Income 2020: -$3,2062020Revenue 2021: $37,916Expenses 2021: $43,556Net Income 2021: -$5,6402021Revenue 2022: $38,588Expenses 2022: $62,964Net Income 2022: -$24,3762022Revenue 2023: $39,265Expenses 2023: $47,670Net Income 2023: -$8,4052023Revenue 2024: $53,949Expenses 2024: $52,230Net Income 2024: $1,7192024

Highlighted filing

2022

Revenue$38,588
Expenses$62,964
Net Income-$24,376
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Dec 21, 2022
Return Version
2021v4.1
Gross Receipts
$38,588
Mission and Program Overview

Mission

Representation of teachers employed by the Pleasant Valley School District and negotiation of a contract on their behalf.

Program Services

DescriptionGrantsExpenses
Representation of teachers in the Pleasant Valley Unified School District and negotiation of a contract on their behalf. The Association also disseminates information regarding the school district and educational ideas to school district teachers. ( Approximately 360 individuals benefit.)-$60,809
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott WrightPresidentPT$4,000-$4,000
Katharine FisherGrievance DirectorPT$2,000-$2,000
Thad RobbinsVice PresidentPT$1,600-$1,600
Carolina HowardSecretary-$0--
Kristina CassianoTreasurer-$0--
Laura PhelanVice President-$0--
Rebecca AlmanzaMembership Director-$0--
Filing and Contact Details

Filer

Filer Name
Pleasant Valley Education Association
EIN
95-2566314
Phone
8054829535
Address
400 Mobil Ave D3, Camarillo, CA 93010

Signing Officer

Name
Kristina Cassiano
Title
Treasurer
Phone
8054829535
Signed
2022-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Janke
Address
1831 Tapo St Ste A, Simi Valley, CA 93063
Preparer
Gary Janke
Phone
8187001099
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $188

Other Expenses.1007

Conferences, Conventions, and Meetings $1281

Other Expenses.1012

Insurance $520

Other Expenses.1

Retirement recognition $9698

Other Expenses.2

Dues reimbursements $7000

Other Expenses.3

Membership recognition $6336

Other Expenses.4

Teacher appreciation $4408

Other Expenses.5

Rep Council costs $3700

Other Expenses.6

Negotiations comm costs $2463

Other Expenses.7

Meeting and activity costs $2082

Other Expenses.8

Telephone $1107

Other Expenses.9

New Teacher orientation $826

Other Expenses.10

Voting software $695

Other Expenses.11

Dues $350

Other Expenses.12

Bank charges $40

Other Expenses.13

Meeting costs $9

Total Liabilities.1

Payroll taxes payable - Beginning $0 Payroll taxes payable - Ending $219

Raw XML Appendix160 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/PersonNm0Kristina Cassiano
IRS990EZ/BooksInCareOfDetail/PhoneNum08054075072
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 Mobil Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Camarillo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0560
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033368
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038588
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038548
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057525
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057525
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033149
IRS990EZ/OccupancyRentUtltsAndMaintAmt03207
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carolina Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristina Cassiano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thad Robbins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Phelan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rebecca Almanza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katharine Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Grievance Dir
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040703
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Representation of teachers employed by the Pleasant Valley School District and negotiation of a contract on their behalf.
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representation of teachers in the Pleasant Valley Unified School District and negotiation of a contract on their behalf. The Association also disseminates information regarding the school district and educational ideas to school district teachers. ( Approximately 360 individuals benefit.)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018486
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0219
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062964
IRS990EZ/TotalProgramServiceExpensesAmt060809
IRS990EZ/TotalRevenueAmt038588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Retirement recognition $9698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues reimbursements $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership recognition $6336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher appreciation $4408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rep Council costs $3700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Negotiations comm costs $2463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meeting and activity costs $2082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $1107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11New Teacher orientation $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Voting software $695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Dues $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank charges $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Meeting costs $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Payroll taxes payable - Beginning $0 Payroll taxes payable - Ending $219
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristina Cassiano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08054829535
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pleasant Valley Education Association
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0952566314
ReturnHeader/Filer/PhoneNum08054829535
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Mobil Ave D3
ReturnHeader/Filer/USAddress/CityNm0Camarillo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953944763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary W Janke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01831 Tapo St Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093063
ReturnHeader/PreparerPersonGrp/PhoneNum08187001099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Janke
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-12T09:41:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cassiano
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.18$26.5$53.9$52.2$1.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.18$24.7$39.3$47.7$8.41
2022Detailed filing. Detailed filing data is available for this year.$33.4$0.22$33.1$38.6$63.0$24.4
2021Detailed filing. Detailed filing data is available for this year.$57.5$57.5$37.9$43.6$5.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.2$63.2$41.8$45.0$3.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$66.4$46.2$41.3$4.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$61.5$44.9$41.6$3.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$58.1$49.4$39.1$10.3
2016Detailed filing. Detailed filing data is available for this year.$53.1$53.1$45.5$40.9$4.64
2015Detailed filing. Detailed filing data is available for this year.$48.5$48.5$55.5$39.9$15.6
2014Detailed filing. Detailed filing data is available for this year.$32.9$32.9$50.8$50.4$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$32.5$44.8$40.0$4.82
2012Summary only. Only limited summary data is available for this year.$27.7$0.00$43.8$64.5$20.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.4$48.4$37.6$43.3$5.72