Civic Intelligence

Walnut Valley Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 95-4620000

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
PO Box 485Walnut, CA 91789

(626) 665-2622

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$147,897

Up $21,641 (+17%) from 2015

Net Assets

Up

$147,897

Up $21,641 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin68th percentile

Revenue

Up

$174,265

Up $18,109 (+12%) from 2015

Expenses

Up

$152,624

Up $18,981 (+14%) from 2015

Net Income

Down

$21,641

Down $872 (-3.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2016

Assets$147,897
Liabilities$0
Net Assets$147,897
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$174,265
Expenses$152,624
Net Income$21,641
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$220,067
Mission and Program Overview

Mission

Provide Quality Education for Children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$126,256$147,897▲ $21,641
Cap Stk Tr Prin Current Funds$126,256$147,897▲ $21,641
Savings and Temporary Cash Investments-$0-
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$126,256$147,897▲ $21,641
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$126,256$147,897▲ $21,641
Total Liabilities and Net Assets / Fund Balance$126,256$147,897▲ $21,641
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert PachecoPresident
Al BarlasVice President
Helene McDonaldSecretary
Gayle PachecoTreasurer
Joyce TsaiVice Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,426
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$95,802
All Other Contributions
$8,598
Change in Net Assets
$21,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,218
Other Expenses$46,256
Grants and Similar Amounts Paid$17,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,248$6,630-$82,878
Grants to Domestic Orgs$16,150--$16,150
Payroll Taxes$5,833$507-$6,340
Occupancy-$3,000-$3,000
Office Expenses-$2,532-$2,532
All Other Expenses-$1,064-$1,064
Grants to Domestic Individuals$1,000--$1,000
Information Technology-$968-$968
Fees for Services Accounting-$900-$900
Other Expenses$3,554$871-$871
Insurance-$833-$833
Total Functional Expenses$135,319$17,305$0$152,624
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,802
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$21,661-$6,569-
Teddy Bear Tea$20,911-$7,796-
Total Events$69,828-$45,802$-45,802
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 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Robert Pacheco (President) and Gayle Pacheco (Treasurer) are married.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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 91789

Signing Officer

Name
Robert Pacheco
Title
President
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Pacheco
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
16

Preparer

Firm
Trimble & Company
Address
5041 La Mart Drive Suite 110, Riverside, CA 92507-5939
Preparer
Dana L Hopkins CPA
Phone
9517812910
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01179
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034393
IRS990ScheduleA/TotalSupportAmt034689
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt069828
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021661
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt020911
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt027256
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045802
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Teddy Bear Tea
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05687
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt011505
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027256
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069828
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-45802
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010758
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02214
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01273
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03487
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Robert Pacheco (President) and Gayle Pacheco (Treasurer) 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0126256
IRS990/TotalAssetsEOYAmt0147897
IRS990/TotalAssetsGrp/BOYAmt0126256
IRS990/TotalAssetsGrp/EOYAmt0147897
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt078426
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017305
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152624
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0126256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0147897
IRS990/TotalProgramServiceExpensesAmt0135319
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0141641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0126256
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0147897
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 485
IRS990/USAddress/CityNm0Walnut
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091789
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Pacheco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trimble & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05041 La Mart Drive Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,897
Liabilities
$0
Net assets
$147,897
Revenue
$174,265
Expenses
$152,624
Net income
$21,641
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