Civic Intelligence

Valley School Alumni Fund

990EZ • Fiscal year 2020 • EIN 95-4768797

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 05, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

110%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$184,104

Up $96,574 (+110%) from 2019

Net Assets

Up

$184,104

Up $96,574 (+110%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

Up

$199,884

Up $43,398 (+28%) from 2019

Expenses

Down

$103,310

Down $39,776 (-28%) from 2019

Net Income

Up

$96,574

Up $83,174 (+621%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2020

Assets$184,104
Liabilities$0
Net Assets$184,104
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$199,884
Expenses$103,310
Net Income$96,574
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 5, 2020
Return Version
2019v5.2
Gross Receipts
$199,884
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.

Program Services

DescriptionGrantsExpenses
TO SUPPORT VALLY SCHOOL$0$98,940
Compensation and Service Providers
Top Officer Pay76th 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
2020-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Chi C So
Phone
6267445100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: fundraising expense. Amount: 2,450. Description: program expenses. Amount: 98,940. Total to form 990-ez, line 16: 101,390.”

Form 990-ez Additional Information

“Primary source of income is fund raising.”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
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/BOYAmt087530
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0184104
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0104908
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt096574
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01920
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087530
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0184104
IRS990EZ/GrossReceiptsAmt0199884
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087530
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0184104
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087530
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0184104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HADDAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0101390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS 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.
IRS990EZ/ProgramServiceRevenueAmt094976
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT VALLY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098940
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0103310
IRS990EZ/TotalProgramServiceExpensesAmt098940
IRS990EZ/TotalRevenueAmt0199884
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0231221
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt094976
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0115164
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt091547
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0301687
IRS990ScheduleA/PublicSupportCY170Pct00.43390
IRS990ScheduleA/PublicSupportTotal170Amt0231221
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019680
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0231221
IRS990ScheduleA/TotalSupportAmt0532908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 2,450. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 98,940. TOTAL TO FORM 990-EZ, LINE 16: 101,390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY SOURCE OF INCOME IS FUND RAISING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ ADDITIONAL INFORMATION
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HADDAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187816691
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-05
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/PreparerFirmGrp/PreparerFirmEIN0954659692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL MURPHY & PINDROH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 N EUCLID AVENUE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHI C SO
ReturnHeader/ReturnTs02021-04-01T17:59:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,104
Liabilities
$0
Net assets
$184,104
Revenue
$199,884
Expenses
$103,310
Net income
$96,574
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