Civic Intelligence

Pleasant Valley Education Association

990EZ • Fiscal year 2023 • EIN 95-2566314

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 09, 2024

Organization ProfileN/A
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

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

60th percentile

$4,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-25%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

1.8%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$24,922

Down $8,446 (-25%) from 2022

Net Assets

Down

$24,744

Down $8,405 (-25%) from 2022

Liabilities

Down

$178

Down $41 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$39,265

Up $677 (+1.8%) from 2022

Expenses

Down

$47,670

Down $15,294 (-24%) from 2022

Net Income

Up

-$8,405

Up $15,971 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2023

Assets$24,922
Liabilities$178
Net Assets$24,744
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

2023

Revenue$39,265
Expenses$47,670
Net Income-$8,405
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 9, 2024
Return Version
2022v5.0
Gross Receipts
$39,265
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.)-$46,175
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott WrightPresidentPT$4,000-$4,000
Katharine FisherGrievance DirectorPT$2,000-$2,000
Scott FrankVice PresidentPT$1,400-$1,400
Carolina HowardSecretary-$0--
Kristina CassianoTreasurer-$0--
M BouweraertsVice President-$0--
Christine SchweersMembership 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
Tara Matheson
Title
President
Signed
2024-07-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $319”

Other Expenses.1012

“Insurance $426”

Other Expenses.1

“Reimburse board dues $7000”

Other Expenses.2

“Rep Council costs $6119”

Other Expenses.3

“Retirement recognition $4856”

Other Expenses.4

“Negotiations comm costs $3618”

Other Expenses.5

“Membership recognition $1922”

Other Expenses.6

“New Teacher orientation $1012”

Other Expenses.7

“Teacher appreciation $822”

Other Expenses.8

“Meeting and activity costs $694”

Other Expenses.9

“Telephone $689”

Other Expenses.10

“Executive Board costs $502”

Total Liabilities.1

“Payroll taxes payable - Beginning $219 Payroll taxes payable - Ending $178”

Raw XML Appendix152 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/BooksInCareOfDetail/USAddress/CityNm0Camarillo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093010
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carolina Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristina Cassiano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Scott Frank
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4M Bouweraerts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Schweers
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/OtherExpensesTotalAmt027979
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/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/ProgramServiceExpensesAmt046175
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt015649
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0219
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0178
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt039265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reimburse board dues $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rep Council costs $6119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Retirement recognition $4856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Negotiations comm costs $3618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership recognition $1922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7New Teacher orientation $1012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher appreciation $822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meeting and activity costs $694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Executive Board costs $502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payroll taxes payable - Beginning $219 Payroll taxes payable - Ending $178
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Tara Matheson
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ReturnHeader/Filer/EIN0952566314
ReturnHeader/Filer/PhoneNum08054829535
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Mobil Ave D3
ReturnHeader/Filer/USAddress/CityNm0Camarillo
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ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953944763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary W Janke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01831 Tapo St SteA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08187001099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Janke
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-12T11:03:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Matheson
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,922
Liabilities
$178
Net assets
$24,744
Revenue
$39,265
Expenses
$47,670
Net income
-$8,405
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
2023Detailed filing. Detailed filing data is available for this year.$24.9$0.18$24.7$39.3$47.7$8.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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