Civic Intelligence

Walnut Valley Educational Foundation Inc.

990 • Fiscal year 2019 • EIN 95-4620000

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.1%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$142,614

Down $26,757 (-16%) from 2018

Net Assets

Down

$142,614

Down $26,757 (-16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin19th percentile

Revenue

Down

$176,877

Down $1,910 (-1.1%) from 2018

Expenses

Up

$203,634

Up $33,239 (+20%) from 2018

Net Income

Down

-$26,757

Down $35,149 (-419%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2019

Assets$142,614
Liabilities$0
Net Assets$142,614
Open 2019 Filing

Operations Trend

Revenue Growth46th 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

2019

Revenue$176,877
Expenses$203,634
Net Income-$26,757
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$205,622
Mission and Program Overview

Mission

Provide Quality Education for Children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$169,371$142,614▼ $26,757
Cap Stk Tr Prin Current Funds$169,371$142,614▼ $26,757
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$169,371$142,614▼ $26,757
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$169,371$142,614▼ $26,757
Total Liabilities and Net Assets / Fund Balance$169,371$142,614▼ $26,757
Compensation and Service Providers
Top Officer Pay77th 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
$7,997
Program Service Revenue
$152,997
Investment Income
$36
Other Revenue
$15,847
All Other Contributions
$7,997
Change in Net Assets
$-26,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,509
Grants and Similar Amounts Paid$50,681
Other Expenses$35,444
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,770$13,070-$106,840
Grants to Domestic Individuals$39,295--$39,295
Grants to Domestic Orgs$11,386--$11,386
Payroll Taxes$9,494$1,175-$10,669
Office Expenses-$3,161-$3,161
Information Technology-$2,825-$2,825
Insurance$1,363$1,009-$2,372
Occupancy-$2,000-$2,000
Advertising-$1,500-$1,500
Fees for Services Accounting-$915-$915
All Other Expenses-$511-$511
Other Expenses$3,692$468-$468
Total Functional Expenses$177,000$26,634$0$203,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,592
Fundraising Direct Expenses$28,745
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Teddy Bear Tea$31,380$31,380$6,525$24,855
Golf Tournament$13,212$13,212$902$12,310
Total Events$44,592$44,592$25,402$19,190
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, 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
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Pacheco
Legal Domicile
CA
Voting Board Members
6
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
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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/PublicSupportCY170Pct00.99300
IRS990ScheduleA/PublicSupportPY170Pct00.99310
IRS990ScheduleA/PublicSupportTotal170Amt027090
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01066
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027090
IRS990ScheduleA/TotalSupportAmt027282
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025402
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Teddy Bear Tea
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08379
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0298
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044592
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07427
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06525
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0902
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02814
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05984
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08798
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025112
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113183
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TBT Mini Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Enrichment Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Technology Grant
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt089
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0169371
IRS990/TotalAssetsEOYAmt0142614
IRS990/TotalAssetsGrp/BOYAmt0169371
IRS990/TotalAssetsGrp/EOYAmt0142614
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07997
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203634
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0169371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142614
IRS990/TotalProgramServiceExpensesAmt0177000
IRS990/TotalProgramServiceRevenueAmt0152997
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0153033
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176877
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0169371
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142614
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Pacheco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walnut Valley Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALN

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,614
Liabilities
$0
Net assets
$142,614
Revenue
$176,877
Expenses
$203,634
Net income
-$26,757
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