Civic Intelligence

Valley School Alumni Fund

990EZ • Fiscal year 2019 • EIN 95-4768797

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

61st percentile

8.6%

Higher net margin than 61% 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

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,530

Up $13,400 (+18%) from 2018

Net Assets

Up

$87,530

Up $13,400 (+18%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$156,486

Up $20,033 (+15%) from 2018

Expenses

Down

$143,086

Down $10,200 (-6.7%) from 2018

Net Income

Up

$13,400

Up $30,233 (+180%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2019

Assets$87,530
Liabilities-
Net Assets$87,530
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

2019

Revenue$156,486
Expenses$143,086
Net Income$13,400
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$156,486
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HADDADPresident-$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
2019-11-10
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 9,134 field trips 53,675 athletics 15,443 bank charges 36 class room supplies 17,353 scholarships 33,715 drama & the arts 2,545 music department 420 total 132,321”

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/BOYAmt074130
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041322
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010765
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074130
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087530
IRS990EZ/GrossReceiptsAmt0156486
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074130
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087530
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074130
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HADDAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0132321
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/ProgramServiceRevenueAmt0115164
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND RAISING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143086
IRS990EZ/TotalRevenueAmt0156486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY SOURCE OF INCOME IS FUND RAISING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 9,134 FIELD TRIPS 53,675 ATHLETICS 15,443 BANK CHARGES 36 CLASS ROOM SUPPLIES 17,353 SCHOLARSHIPS 33,715 DRAMA & THE ARTS 2,545 MUSIC DEPARTMENT 420 TOTAL 132,321
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HADDAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187816691
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY SCHOOL ALUMNI FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LYNN 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/AtSubmissionCreationDeviceId0493DD8F935E6B64DB0DBED90A052919445E8FF6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE6DB2CF1C79B906E958EC2345E177D47D53842D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.80.204.58
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:03:09
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/PreparationDt02019-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F SLATTERY JR
ReturnHeader/ReturnTs02019-11-13T12:03:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$87,530
Liabilities
-
Net assets
$87,530
Revenue
$156,486
Expenses
$143,086
Net income
$13,400
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