Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Walnut Valley Educational Foundation Inc.
990EZ • Fiscal year 2014 • EIN 95-4620000
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Up$103,743
Up $20,959 (+25%) from 2013
Net Assets
Up$103,743
Up $20,959 (+25%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$132,477
Up $26,184 (+25%) from 2013
Expenses
Down$111,518
Down $1,842 (-1.6%) from 2013
Net Income
Up$20,959
Up $28,026 (+397%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Oct 20, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $151,373
Mission and Program Overview
Mission
Provide Quality Education for Children
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Grants & Awards given to educators, staff and students to provide a variety of enrichment & extra curricular activities | $43,363 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Cecilia Yeh | President | PT | $0 | - | - |
| Rhonda Melton | Secretary | PT | $0 | - | - |
| Robert Pacheco | Vice President | - | $0 | - | - |
| Joyce Tsai | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Teddy Bear Tea | $29,335 | $29,335 | $12,151 | $17,184 |
| Golf Tournament | $15,471 | $15,471 | $6,445 | $9,026 |
| Total Events | $44,806 | $44,806 | $18,596 | $26,210 |
Filing and Contact Details
Filer
- Filer Name
- Walnut Valley Educational
- EIN
- 95-4620000
- Phone
- 6266652622
- Address
- PO Box 485, Walnut, CA 91789
Signing Officer
- Name
- Robert Pacheco
- Title
- Vice President
- Signed
- 2015-10-20
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Trimble & Company
- Address
- 5041 La Mart Drive Suite 110, Riverside, CA 92507-5939
- Preparer
- Dana L Hopkins CPA
- Phone
- 9517812910
Supplemental Narrative
Additional Explanations
Other Revenue.1
“Summer School $91713”
Other Revenue.2
“PSAT $742”
Grants and Similar Amounts Paid In Excess of $5,000.2
“Class of Activity: Educational | Donee's Name: TBT Mini Grants - 37 Individuals | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $10038”
Grants and Similar Amounts Paid In Excess of $5,000.4
“Class of Activity: Educational | Donee's Name: Student Scholarships - 8 Students | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $8000”
Grants and Similar Amounts Paid In Excess of $5,000.10
“Class of Activity: Educational | Donee's Name: Fine Arts Grant - 3 Organizations | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $8500”
Other Expenses.1012
“Insurance $833”
Other Expenses.1
“Summer School Expenses $7308”
Other Expenses.3
“Pay Pal Fees $277”
Other Expenses.4
“Bank Charges/Credit Card Fees $213”
Other Expenses.5
“Marketing $200”
Other Expenses.7
“Taxes and Fees $50”
Raw XML Appendix177 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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|---|---|---|
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20959 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 650 |
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| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 47143 |
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| IRS990EZ/GrossReceiptsAmt | 0 | 151373 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Joyce Tsai |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8881 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 92455 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide Quality Education for Children |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 505 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Grants & Awards given to educators, staff and students to provide a variety of enrichment & extra curricular activities |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 43363 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 56776 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 18896 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 28247 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 111518 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 43363 |
| IRS990EZ/TotalRevenueAmt | 0 | 132477 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 11717 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11833 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1179 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2050 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 28279 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 58 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 56 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 100 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 168 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 239 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 621 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.97850 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.95370 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 28279 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 11717 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11833 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1179 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2050 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 28279 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 28900 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 18596 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Teddy Bear Tea |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Golf Tournament |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 29335 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 44806 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 29335 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 15471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 44806 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 26210 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 18596 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 12151 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6445 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Summer School $91713 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PSAT $742 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Class of Activity: Educational | Donee's Name: TBT Mini Grants - 37 Individuals | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $10038 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Class of Activity: Educational | Donee's Name: Student Scholarships - 8 Students | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $8000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Class of Activity: Educational | Donee's Name: Fine Arts Grant - 3 Organizations | Donee's Address: P.O. Box 485 Walnut, CA 91788 | Cash Amount Given: $8500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $833 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Summer School Expenses $7308 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Pay Pal Fees $277 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Bank Charges/Credit Card Fees $213 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Marketing $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Taxes and Fees $50 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Grants and Similar Amounts Paid In Excess of $5,000.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Grants and Similar Amounts Paid In Excess of $5,000.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Robert Pacheco |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Vice President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Walnut Valley Educational |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WALN |
| ReturnHeader/Filer/EIN | 0 | 954620000 |
| ReturnHeader/Filer/PhoneNum | 0 | 6266652622 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 485 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Walnut |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91789 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Trimble & Company |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5041 La Mart Drive Suite 110 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Riverside |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 925075939 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9517812910 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Dana L Hopkins CPA |
| ReturnHeader/ReturnTs | 0 | 2015-10-20T13:42:13-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $103,743
- Liabilities
- -
- Net assets
- $103,743
- Revenue
- $132,477
- Expenses
- $111,518
- Net income
- $20,959