Civic Intelligence

Walnut Valley Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 95-4620000

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

7.1%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

5.9%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$160,979

Up $13,082 (+8.8%) from 2016

Net Assets

Up

$160,979

Up $13,082 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin58th percentile

Revenue

Up

$184,584

Up $10,319 (+5.9%) from 2016

Expenses

Up

$171,502

Up $18,878 (+12%) from 2016

Net Income

Down

$13,082

Down $8,559 (-40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$160,979
Liabilities$0
Net Assets$160,979
Open 2017 Filing

Operations Trend

Revenue Growth58th 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

2017

Revenue$184,584
Expenses$171,502
Net Income$13,082
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$208,186
Mission and Program Overview

Mission

Provide Quality Education for Children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$147,897$160,979▲ $13,082
Cap Stk Tr Prin Current Funds$147,897$160,979▲ $13,082
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$147,897$160,979▲ $13,082
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$147,897$160,979▲ $13,082
Total Liabilities and Net Assets / Fund Balance$147,897$160,979▲ $13,082
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
$3,442
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$181,105
All Other Contributions
$3,442
Change in Net Assets
$13,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$99,424
Other Expenses$37,619
Grants and Similar Amounts Paid$34,459
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,803$11,233-$92,036
Grants to Domestic Orgs$19,299--$19,299
Grants to Domestic Individuals$15,160--$15,160
Payroll Taxes$6,551$837-$7,388
Office Expenses-$3,898-$3,898
Occupancy-$3,000-$3,000
Insurance$2,699--$2,699
Fees for Services Accounting-$910-$910
Other Expenses$973$363-$363
Information Technology-$334-$334
All Other Expenses-$318-$318
Total Functional Expenses$150,609$20,893$0$171,502
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,113
Fundraising Direct Expenses$23,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Teddy Bear Tea$36,180$36,180$14,894$21,286
Golf Tournament$16,933$16,933$7,691$9,242
Total Events$53,113$53,113$22,585$30,528
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
2018-11-15
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/CurrentTaxYearMinus2YearsAmt01066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036656
IRS990ScheduleA/TotalSupportAmt036889
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022585
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Teddy Bear Tea
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053113
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030528
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022585
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07691
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015160
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TBT Mini Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt053
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
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/TotalAssetsBOYAmt0147897
IRS990/TotalAssetsEOYAmt0160979
IRS990/TotalAssetsGrp/BOYAmt0147897
IRS990/TotalAssetsGrp/EOYAmt0160979
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03442
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020893
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150609
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171502
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147897
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160979
IRS990/TotalProgramServiceExpensesAmt0150609
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0151631
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184584
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0147897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160979
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Pacheco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmEIN0330756245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trimble & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05041 La Mart Drive Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925075939
ReturnHeader/PreparerPersonGrp/PhoneNum09517812910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana L Hopkins CPA
ReturnHeader/ReturnTs02018-11-15T22:45:38-08:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$160,979
Liabilities
$0
Net assets
$160,979
Revenue
$184,584
Expenses
$171,502
Net income
$13,082
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