Civic Intelligence

Walnut Valley Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 95-4620000

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
PO Box 485Walnut, CA 91788

(626) 665-2622

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$169,371

Up $8,392 (+5.2%) from 2017

Net Assets

Up

$169,371

Up $8,392 (+5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

Down

$178,787

Down $5,797 (-3.1%) from 2017

Expenses

Down

$170,395

Down $1,107 (-0.6%) from 2017

Net Income

Down

$8,392

Down $4,690 (-36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$169,371
Liabilities$0
Net Assets$169,371
Open 2018 Filing

Operations Trend

Revenue Growth43rd 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

2018

Revenue$178,787
Expenses$170,395
Net Income$8,392
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$220,506
Mission and Program Overview

Mission

Provide Quality Education for Children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$160,979$169,371▲ $8,392
Cap Stk Tr Prin Current Funds$160,979$169,371▲ $8,392
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$160,979$169,371▲ $8,392
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$160,979$169,371▲ $8,392
Total Liabilities and Net Assets / Fund Balance$160,979$169,371▲ $8,392
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Robert PachecoPresident & CEO
Cindy RuizVice President
Sam CastorenaVice President
Joyce TsaiAsst Treasurer
Helene McDonaldSecretary
Gayle PachecoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,987
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$172,763
All Other Contributions
$5,987
Change in Net Assets
$8,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$103,047
Other Expenses$35,149
Grants and Similar Amounts Paid$32,199
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$81,335$12,048-$93,383
Grants to Domestic Orgs$17,604--$17,604
Grants to Domestic Individuals$14,595--$14,595
Payroll Taxes$8,497$1,167-$9,664
Occupancy-$3,250-$3,250
Office Expenses-$2,281-$2,281
Insurance$293$774-$1,067
Information Technology-$1,062-$1,062
Other Expenses$2,319$826-$826
All Other Expenses-$694-$694
Total Functional Expenses$148,293$22,102$0$170,395
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,742
Fundraising Direct Expenses$41,719
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$41,349$41,349$5,628$35,721
Teddy Bear Tea$23,393$23,393$6,922$16,471
Total Events$64,742$64,742$41,219$23,523
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/CEO) and Gayle Pacheco (CFO) 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 91788

Signing Officer

Name
Robert Pacheco
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Pacheco
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
24

Preparer

Firm
Lilla Hopkins Associates
Address
11750 Sterling Ave - Suite C, Riverside, CA 92503
Preparer
Dana Hopkins CPA
Phone
9514061838
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0214
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99310
IRS990ScheduleA/PublicSupportPY170Pct00.99370
IRS990ScheduleA/PublicSupportTotal170Amt030810
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011717
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030810
IRS990ScheduleA/TotalSupportAmt031024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041219
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Teddy Bear Tea
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016215
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06145
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt022360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064742
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06922
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01276
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05033
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06309
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014595
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TBT Mini Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt051
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
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, 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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0160979
IRS990/TotalAssetsEOYAmt0169371
IRS990/TotalAssetsGrp/BOYAmt0160979
IRS990/TotalAssetsGrp/EOYAmt0169371
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05987
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022102
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148293
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170395
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0160979
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0169371
IRS990/TotalProgramServiceExpensesAmt0148293
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0178787
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0160979
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0169371
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Pacheco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walnut Valley Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0954620000

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,371
Liabilities
$0
Net assets
$169,371
Revenue
$178,787
Expenses
$170,395
Net income
$8,392
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