Yucaipa Valley Scholarship Foundation

990PF • Fiscal year 2017 • EIN 95-3743573

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 13, 2018

Organization Profile

PO Box 966Yucaipa, CA 92399

(909) 797-2272

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

9.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

251%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$401,719

Up $35,630 (+9.7%) from 2016

Net Assets

$401,719

Up $35,630 (+9.7%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin93rd percentile

Revenue

$51,285

Up $36,691 (+251%) from 2016

Expenses

$22,127

Up $2,222 (+11%) from 2016

Net Income

$29,158

Up $34,469 (+649%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2017

Assets$401,719

Liabilities$0

Net Assets$401,719

Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2017

Revenue$51,285

Expenses$22,127

Net Income$29,158

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Feb 13, 2018
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TRICIA WIRTH GREGORY	Director	-	$0	-	-
KEVIN DYERLY	Treasurer	-	$0	-	-
PATRICIA GORMAN	Secretary	-	$0	-	-
DEBBIE S WILSON	Vice President	-	$0	-	-
PENNY LUNDGREN	President	-	$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: President
Signed: 2018-02-13
Discuss with paid preparer: Yes

Preparer

Firm: Accounting Services Group
Address: 5041 La Mart Drive Suite 100, Riverside, CA 92507-5933
Preparer: Penny Lundgren CPA
Phone: 9097972272

Raw XML Appendix325 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	33664
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	EDWARD JONES 891-19347-1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	EDWARD JONES 891-19347-1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	EDWARD JONES 891-19347-1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	EDWARD JONES 891-19347-1-2
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2017-03-13
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	6472
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	26600
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	TRICIA WIRTH GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KEVIN DYERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PATRICIA GORMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	DEBBIE S WILSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	President
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	INTEREST INCOME FROM INVESTMENTS PROVIDED FUNDS FOR SCHOLARSHIPS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	DIVIDEND & INTEREST INCOME FROM INVESTMENTS PROVIDED FUNDS FOR SCHOLARSHIPS
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 966
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	YUCAIPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92399
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9097972272
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	ESTABLISHED ANNUALLY BY YUCAIPA HIGH SCHOOL ADMINISTRATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	YUCAIPA HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9097970106
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	33000 YUCAIPA BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	YUCAIPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	92399
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE FOUNDATION REQUIRES THE RECIPIENTS TO PROVIDE VERIFICATION OF ENROLLMENT IN A COLLEGE OR UNIVERSITY BEFORE THE FUNDS ARE DISBURSED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	ESTABLISHED ANNUALLY BY YUCAIPA HIGH SCHOOL ADMINISTRATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	COLLEGE SCHOLARSHIPS. NO FUTURE PAYMENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	18 GRADUATING STUDENTS FROM YUCAIPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/0 YUCAIPA HS 33000 YUCAIPA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	YUCAIPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92399
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	18340
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	18340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	18132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	19324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	17165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	56281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	18132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	19324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	17165
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	20000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1660
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	56281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	54621
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGED ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	POSTAGE, MAILING SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	2026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	160
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	20
TaxesSchedule/TaxesDetail/Amt	1	79
TaxesSchedule/TaxesDetail/CategoryTxt	0	FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt	1	REFUND US TREASURY
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PENNY LUNDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	YUCAIPA VALLEY SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	YUCA
ReturnHeader/Filer/EIN	0	953743573
ReturnHeader/Filer/PhoneNum	0	9097972272
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 966
ReturnHeader/Filer/USAddress/CityNm	0	YUCAIPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Accounting Services Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5041 La Mart Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	925075933
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9097972272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Penny Lundgren CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2018-02-13T14:42:35-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $401,719
Liabilities: $0
Net assets: $401,719
Revenue: $51,285
Expenses: $22,127
Net income: $29,158

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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