Civic Intelligence

Valley School Alumni Fund

990EZ • Fiscal year 2018 • EIN 95-4768797

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2018

Organization ProfileN/A
PO Box 7030Van Nuys, CA 91409-7030

(818) 781-6691

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

21st percentile

-12%

Higher net margin than 21% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$74,130

Up $52,984 (+251%) from 2013

Net Assets

$74,130

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$136,453

Up $76,336 (+127%) from 2013

Expenses

Up

$153,286

Up $109,170 (+247%) from 2013

Net Income

Down

-$16,833

Down $32,834 (-205%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2011: $11,001Net Assets 2011: $11,0012011Assets 2012: $5,145Net Assets 2012: $5,1452012Assets 2013: $21,146Liabilities 2013: $02013Assets 2018: $74,130Net Assets 2018: $74,1302018Assets 2019: $87,530Net Assets 2019: $87,5302019Assets 2020: $184,104Liabilities 2020: $0Net Assets 2020: $184,1042020Assets 2021: $15,389Liabilities 2021: $0Net Assets 2021: $15,3892021Assets 2022: $52,649Liabilities 2022: $0Net Assets 2022: $52,6492022Assets 2023: $3,000Liabilities 2023: $0Net Assets 2023: $3,0002023

Highlighted filing

2018

Assets$74,130
Liabilities-
Net Assets$74,130
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $53,095Expenses 2011: $64,812Net Income 2011: -$11,7172011Revenue 2012: $35,754Expenses 2012: $41,610Net Income 2012: -$5,8562012Revenue 2013: $60,117Expenses 2013: $44,116Net Income 2013: $16,0012013Revenue 2018: $136,453Expenses 2018: $153,286Net Income 2018: -$16,8332018Revenue 2019: $156,486Expenses 2019: $143,086Net Income 2019: $13,4002019Revenue 2020: $199,884Expenses 2020: $103,310Net Income 2020: $96,5742020Revenue 2021: $31,849Expenses 2021: $200,564Net Income 2021: -$168,7152021Revenue 2022: $158,647Expenses 2022: $121,387Net Income 2022: $37,2602022Revenue 2023: $3,073Expenses 2023: $52,722Net Income 2023: -$49,6492023

Highlighted filing

2018

Revenue$136,453
Expenses$153,286
Net Income-$16,833
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$136,453
Mission and Program Overview

Mission

This association provides the following for students: scholarship, sports, equipment, uniforms, band instruments, music and many other items necessary to enhance the student's educational experience.

This association provides the following for students: scholarships, sports equipment, uniforms, band instruments, music and many other items necessary to enhance the student's educational experience.

Program Services

DescriptionGrantsExpenses
FUND RAISING--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HADDADPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Valley School Alumni Fund
EIN
95-4768797
Phone
8187816691
Address
PO BOX 7030, VAN NUYS, CA 91409-7030

Signing Officer

Name
James Haddad
Title
President
Phone
8187816691
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Bslatterynet
Address
2794 GATEWAY RD, CARLSBAD, CA 92009-1730
Preparer
William F Slattery Jr
Phone
7604318350
Supplemental Narrative

Additional Explanations

Form 990-ez

“Primary source of income is fund raising”

Form 990-ez, Part I, Line 16

“Expenses office 49 total 49”

Form 990-ez, Part III

“This association provides the following for students: scholarships, sports equipment, uniforms, band instruments, music and many other items necessary to enhance the student's educational experience.”

Raw XML Appendix102 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL SLATTERY & ASSOC INC
IRS990EZ/BooksInCareOfDetail/PhoneNum07604318350
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02794 GATEWAY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074130
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044906
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0153237
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090963
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074130
IRS990EZ/GrossReceiptsAmt0136453
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074130
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HADDAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS ASSOCIATION PROVIDES THE FOLLOWING FOR STUDENTS: SCHOLARSHIPS, SPORTS EQUIPMENT, UNIFORMS, BAND INSTRUMENTS, MUSIC AND MANY OTHER ITEMS NECESSARY TO ENHANCE THE STUDENT'S EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramServiceRevenueAmt091547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND RAISING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0153286
IRS990EZ/TotalRevenueAmt0136453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY SOURCE OF INCOME IS FUND RAISING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 49 TOTAL 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ASSOCIATION PROVIDES THE FOLLOWING FOR STUDENTS: SCHOLARSHIPS, SPORTS EQUIPMENT, UNIFORMS, BAND INSTRUMENTS, MUSIC AND MANY OTHER ITEMS NECESSARY TO ENHANCE THE STUDENT'S EDUCATIONAL EXPERIENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HADDAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187816691
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY SCHOOL ALUMNI FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GLENN WILLIAMS
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0954768797
ReturnHeader/Filer/PhoneNum08187816691
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7030
ReturnHeader/Filer/USAddress/CityNm0VAN NUYS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0914097030
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F44774E18749BE655F30B39E9F80187EDA6BF87A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0493DD8F935E6B64DB0DBED90A052919445E8FF6C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.182.84
ReturnHeader/FilingSecurityInformation/IPDt02018-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:08:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330851039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BSLATTERYNET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02794 GATEWAY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920091730
ReturnHeader/PreparerPersonGrp/PhoneNum07604318350
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F SLATTERY JR
ReturnHeader/ReturnTs02018-10-21T13:08:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$74,130
Liabilities
-
Net assets
$74,130
Revenue
$136,453
Expenses
$153,286
Net income
-$16,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.53$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.59$1.21$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.32$2.01$1.69
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$2.00$1.03$0.97
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.56$1.43$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.36$1.53$0.17
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.60$0.44$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.36$0.42$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.53$0.65$0.12