Civic Intelligence

Walnut Valley Educational

EIN 95-4620000 • 501(c)3 • Walnut, CA

Profile

Provide Quality Education for Children

PO Box 485Walnut, CA 91788

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

91st percentile

78%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$219,027

Up $95,780 (+78%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$219,027

Up $95,780 (+78%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin89th percentile

Revenue

Up

$195,849

Up $91,145 (+87%) from 2022

Expenses

Up

$100,069

Up $7,015 (+7.5%) from 2022

Net Income

Up

$95,780

Up $84,130 (+722%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$300K$200K$100K$0Assets 2010: $89,999Net Assets 2010: $89,9992010Assets 2011: $96,833Net Assets 2011: $96,8332011Assets 2012: $89,851Liabilities 2012: $02012Assets 2013: $82,784Net Assets 2013: $82,7842013Assets 2014: $103,743Net Assets 2014: $103,7432014Assets 2015: $126,256Liabilities 2015: $0Net Assets 2015: $126,2562015Assets 2016: $147,897Liabilities 2016: $0Net Assets 2016: $147,8972016Assets 2017: $160,979Liabilities 2017: $0Net Assets 2017: $160,9792017Assets 2018: $169,371Liabilities 2018: $0Net Assets 2018: $169,3712018Assets 2019: $142,614Liabilities 2019: $0Net Assets 2019: $142,6142019Assets 2020: $120,996Net Assets 2020: $120,9962020Assets 2021: $0Net Assets 2021: $120,9962021Assets 2022: $123,247Net Assets 2022: $123,2472022Assets 2023: $219,027Liabilities 2023: $0Net Assets 2023: $219,0272023

Highlighted filing

2023

Assets$219,027
Liabilities$0
Net Assets$219,027
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $126,357Expenses 2010: $125,558Net Income 2010: $7992010Revenue 2011: $145,949Expenses 2011: $139,115Net Income 2011: $6,8342011Revenue 2012: $148,653Expenses 2012: $155,635Net Income 2012: -$6,9822012Revenue 2013: $106,293Expenses 2013: $113,360Net Income 2013: -$7,0672013Revenue 2014: $132,477Expenses 2014: $111,518Net Income 2014: $20,9592014Revenue 2015: $156,156Expenses 2015: $133,643Net Income 2015: $22,5132015Revenue 2016: $174,265Expenses 2016: $152,624Net Income 2016: $21,6412016Revenue 2017: $184,584Expenses 2017: $171,502Net Income 2017: $13,0822017Revenue 2018: $178,787Expenses 2018: $170,395Net Income 2018: $8,3922018Revenue 2019: $176,877Expenses 2019: $203,634Net Income 2019: -$26,7572019Revenue 2020: $98,193Expenses 2020: $119,811Net Income 2020: -$21,6182020Revenue 2021: $02021Revenue 2022: $104,704Expenses 2022: $93,054Net Income 2022: $11,6502022Revenue 2023: $195,849Expenses 2023: $100,069Net Income 2023: $95,7802023

Highlighted filing

2023

Revenue$195,849
Expenses$100,069
Net Income$95,780
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$219,027
Liabilities
$0
Net assets
$219,027
Revenue
$195,849
Expenses
$100,069
Net income
$95,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.96$1.00$0.96
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.05$0.93$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.00$1.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.98$1.20$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.77$2.04$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.79$1.70$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.85$1.72$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.74$1.53$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.56$1.34$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.32$1.12$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.06$1.13$0.07
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$1.49$1.56$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$1.46$1.39$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$1.26$1.26$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$262,170
Mission and Program Overview

Mission

Provide Quality Education for Children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,576$157,263▲ $95,687
Savings and Temporary Cash Investments$61,671$61,764▲ $93
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$123,247$219,027▲ $95,780
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,247$219,027▲ $95,780
Total Net Assets Fund Balance$123,247$219,027▲ $95,780
Total Liabilities and Net Assets / Fund Balance$123,247$219,027▲ $95,780
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Robert PachecoChairman
Sam CastorenaPresident
Stan Liu1st Vice Pres.
Helene McDonaldSecretary
Gayle PachecoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$86,049
Investment Income
$93
Other Revenue
$109,707
Change in Net Assets
$95,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$47,627
Other Expenses$40,737
Grants and Similar Amounts Paid$11,705
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$39,464$4,513-$43,977
Grants to Domestic Orgs$11,705--$11,705
Payroll Taxes$3,650--$3,650
Office Expenses-$3,589-$3,589
Fees for Services Accounting-$2,125-$2,125
Insurance$204$1,390-$1,594
Information Technology-$1,258-$1,258
Other Expenses$5,884$360-$360
All Other Expenses-$75-$75
Total Functional Expenses$86,759$13,310$0$100,069
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$175,252
Fundraising Direct Expenses$66,321
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$66,749$66,749$9,775$56,974
Teddy Bear Tea$55,894$55,894$9,248$46,646
Total Events$174,752$174,752$66,321$108,431
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Robert Pacheco (President/CEO) and Gayle Pacheco (CFO) are married.”

Form 990, Part VI, Section A, Line 8B

“Minutes of meetings are documented at every type of meeting with the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the Form 990 is distributed and reviewed by at least one member of the governing body.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Walnut Valley Educational
EIN
95-4620000
Phone
6266652622
Address
PO Box 485, Walnut, CA 91788

Signing Officer

Name
Robert Pacheco
Title
President
Phone
6266652622
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Pacheco
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
6
Employees
26

Preparer

Firm
Lilla Hopkins Associates
Address
11750 Sterling Ave - Suite C, Riverside, CA 92503
Preparer
Dana Hopkins CPA
Phone
9514061838
Raw XML Appendix392 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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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt010960
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07997
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010960
IRS990ScheduleA/TotalSupportAmt011033
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066321
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Teddy Bear Tea
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017805
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010594
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt028399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt055894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt052109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0174752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt055894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt052109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0174752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0108431
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033312
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09775
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09248
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0182
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04028
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04210
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Robert Pacheco (President/CEO) and Gayle Pacheco (CFO) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Minutes of meetings are documented at every type of meeting with the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the Form 990 is distributed and reviewed by at least one member of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0123247
IRS990/TotalAssetsEOYAmt0219027
IRS990/TotalAssetsGrp/BOYAmt0123247
IRS990/TotalAssetsGrp/EOYAmt0219027
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013310
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086759
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100069
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0123247
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219027
IRS990/TotalProgramServiceExpensesAmt086759
IRS990/TotalProgramServiceRevenueAmt086049
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086918
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195849
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123247
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0219027
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 485
IRS990/USAddress/CityNm0Walnut
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091788
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Pacheco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06266652622
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walnut Valley Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0954620000
ReturnHeader/Filer/PhoneNum06266652622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 485
ReturnHeader/Filer/USAddress/CityNm0Walnut
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091788
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832872987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lilla Hopkins Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011750 Sterling Ave - Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092503
ReturnHeader/PreparerPersonGrp/PhoneNum09514061838
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Hopkins CPA
ReturnHeader/ReturnTs02024-11-15T18:23:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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