Civic Intelligence

Yucaipa Valley Scholarship Foundation

EIN 95-3743573 • Yucaipa, CA

PO Box 966Yucaipa, CA 92399
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

12th percentile

-88%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

3.7%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

38th percentile

-11%

Faster revenue growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$494,918

Up $23,713 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$494,918

Up $23,713 (+5.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Up

$21,780

Up $6,867 (+46%) from 2024

Expenses

Up

$40,838

Up $1,284 (+3.2%) from 2024

Net Income

Up

-$19,058

Up $5,583 (+23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $257,667Liabilities 2011: $02011Assets 2012: $260,258Liabilities 2012: $0Net Assets 2012: $260,2582012Assets 2013: $283,938Liabilities 2013: $02013Assets 2014: $357,948Liabilities 2014: $0Net Assets 2014: $357,9482014Assets 2015: $385,934Liabilities 2015: $0Net Assets 2015: $385,9342015Assets 2016: $366,089Liabilities 2016: $0Net Assets 2016: $366,0892016Assets 2017: $401,719Liabilities 2017: $0Net Assets 2017: $401,7192017Assets 2018: $403,577Liabilities 2018: $0Net Assets 2018: $403,5772018Assets 2019: $407,959Liabilities 2019: $89Net Assets 2019: $407,8702019Assets 2020: $400,623Liabilities 2020: $89Net Assets 2020: $400,5342020Assets 2021: $531,664Liabilities 2021: $0Net Assets 2021: $531,6642021Assets 2022: $441,407Liabilities 2022: $0Net Assets 2022: $441,4072022Assets 2023: $460,519Liabilities 2023: $0Net Assets 2023: $460,5192023Assets 2024: $471,205Liabilities 2024: $0Net Assets 2024: $471,2052024Assets 2025: $494,918Liabilities 2025: $0Net Assets 2025: $494,9182025

Highlighted filing

2025

Assets$494,918
Liabilities$0
Net Assets$494,918
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $24,595Expenses 2011: $11,398Net Income 2011: $13,1972011Expenses 2012: $14,8772012Revenue 2013: $35,736Expenses 2013: $11,586Net Income 2013: $24,1502013Revenue 2014: $56,676Expenses 2014: $17,947Net Income 2014: $38,7292014Revenue 2015: $53,718Expenses 2015: $21,526Net Income 2015: $32,1922015Revenue 2016: $14,594Expenses 2016: $19,905Net Income 2016: -$5,3112016Revenue 2017: $51,285Expenses 2017: $22,127Net Income 2017: $29,1582017Revenue 2018: $15,825Expenses 2018: $25,852Net Income 2018: -$10,0272018Revenue 2019: $24,852Expenses 2019: $26,184Net Income 2019: -$1,3322019Revenue 2020: $27,522Expenses 2020: $26,264Net Income 2020: $1,2582020Revenue 2021: $47,779Expenses 2021: $25,595Net Income 2021: $22,1842021Revenue 2022: $13,495Expenses 2022: $29,167Net Income 2022: -$15,6722022Revenue 2023: $27,421Expenses 2023: $29,165Net Income 2023: -$1,7442023Revenue 2024: $14,913Expenses 2024: $39,554Net Income 2024: -$24,6412024Revenue 2025: $21,780Expenses 2025: $40,838Net Income 2025: -$19,0582025

Highlighted filing

2025

Revenue$21,780
Expenses$40,838
Net Income-$19,058
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$494,918
Liabilities
$0
Net assets
$494,918
Revenue
$21,780
Expenses
$40,838
Net income
-$19,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.22$0.41$0.19
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.15$0.40$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.27$0.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.13$0.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.28$0.26$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.25$0.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.16$0.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.51$0.22$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.15$0.20$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.54$0.22$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.57$0.18$0.39
2013Summary only. Only limited summary data is available for this year.$2.84$0.00$0.36$0.12$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.15
2011Summary only. Only limited summary data is available for this year.$2.58$0.00$0.25$0.11$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA WIRTH GREGORYDirector-$0--
KEVIN DYERLYPresident-$0--
KAREN BROSSIADirector-$0--
MELISSA RAYMERDirector-$0--
PATRICK SMITHDirector-$0--
DEBBIE S WILSONDirector-$0--
PENNY LUNDGRENTreasurer-$0--
JESSICA GUSTAFFSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Yucaipa Valley Scholarship Foundation
EIN
95-3743573
Phone
9097972272
Address
PO BOX 966, YUCAIPA, CA 92399

Signing Officer

Name
Penny Lundgren
Title
Treasurer
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Penny Lundgren CPA Inc
Address
33733 Yucaipa Blvd Suite 5, Yucaipa, CA 92399
Preparer
Penny Lundgren
Phone
9097972272
Raw XML Appendix291 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 966
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0YUCAIPA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09097972272
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ESTABLISHED ANNUALLY BY YUCAIPA HIGH SCHOOL ADMINISTRATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0YUCAIPA HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09097970106
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt033000 YUCAIPA BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0YUCAIPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092399
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION REQUIRES THE RECIPIENTS TO PROVIDE VERIFICATION OF ENROLLMENT IN A COLLEGE OR UNIVERSITY BEFORE THE FUNDS ARE DISBURSED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ESTABLISHED ANNUALLY BY YUCAIPA HIGH SCHOOL ADMINISTRATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIPS. NO FUTURE PAYMENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm024 HS GRADUATES FROM YUCAIPA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/0 YUCAIPA HS 33000 YUCAIPA BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092399
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034750
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077050
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077050
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042300
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0761
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc061
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA RRF-1 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IVESTMENT MANAGED ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE & PO BOX FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4STATEMENT OF INFORMATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0166
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES 990-PF
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY LUNDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YUCAIPA VALLEY SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YUCA
ReturnHeader/Filer/EIN0953743573
ReturnHeader/Filer/PhoneNum09097972272
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 966
ReturnHeader/Filer/USAddress/CityNm0YUCAIPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092399
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352464309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Penny Lundgren CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033733 Yucaipa Blvd Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucaipa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092399
ReturnHeader/PreparerPersonGrp/PhoneNum09097972272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Penny Lundgren
ReturnHeader/ReturnTs02025-11-06T10:44:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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