Civic Intelligence

Valle Vista Elementary PTA

990EZ • Fiscal year 2014 • EIN 95-6206648

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 11, 2014

Organization ProfileN/A
7727 Valle Vista Drive91730

(909) 981-8697

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

145%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$13,559

Up $8,031 (+145%) from 2013

Net Assets

Up

$13,559

Up $8,031 (+145%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin82nd percentile

Revenue

Up

$30,028

Up $3,298 (+12%) from 2013

Expenses

Down

$21,997

Down $4,768 (-18%) from 2013

Net Income

Up

$8,031

Up $8,066 (+23046%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $17,956Liabilities 2011: $0Net Assets 2011: $17,9562011Assets 2012: $5,563Liabilities 2012: $0Net Assets 2012: $5,5632012Assets 2013: $5,528Liabilities 2013: $0Net Assets 2013: $5,5282013Assets 2014: $13,559Liabilities 2014: $0Net Assets 2014: $13,5592014Assets 2015: $18,903Liabilities 2015: $0Net Assets 2015: $18,9032015Assets 2016: $14,501Liabilities 2016: $0Net Assets 2016: $14,5012016Assets 2017: $7,612Liabilities 2017: $0Net Assets 2017: $7,6122017Assets 2018: $9,625Liabilities 2018: $0Net Assets 2018: $9,6252018Assets 2019: $10,307Liabilities 2019: $0Net Assets 2019: $10,3072019Assets 2020: $11,787Liabilities 2020: $0Net Assets 2020: $11,7872020Assets 2021: $9,671Liabilities 2021: $0Net Assets 2021: $9,6712021Assets 2022: $13,619Liabilities 2022: $0Net Assets 2022: $13,6192022Assets 2023: $18,931Liabilities 2023: $0Net Assets 2023: $18,9312023Assets 2024: $14,420Liabilities 2024: $0Net Assets 2024: $14,4202024Assets 2025: $16,543Net Assets 2025: $16,5432025

Highlighted filing

2014

Assets$13,559
Liabilities$0
Net Assets$13,559
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$40K$20K$0-$20KRevenue 2011: $27,930Expenses 2011: $29,566Net Income 2011: -$1,6362011Revenue 2012: $24,597Expenses 2012: $36,990Net Income 2012: -$12,3932012Revenue 2013: $26,730Expenses 2013: $26,765Net Income 2013: -$352013Revenue 2014: $30,028Expenses 2014: $21,997Net Income 2014: $8,0312014Revenue 2015: $30,334Expenses 2015: $25,017Net Income 2015: $5,3172015Revenue 2016: $34,411Expenses 2016: $38,813Net Income 2016: -$4,4022016Revenue 2017: $23,172Expenses 2017: $30,061Net Income 2017: -$6,8892017Revenue 2018: $26,716Expenses 2018: $24,703Net Income 2018: $2,0132018Revenue 2019: $29,544Expenses 2019: $28,862Net Income 2019: $6822019Revenue 2020: $24,277Expenses 2020: $22,797Net Income 2020: $1,4802020Revenue 2021: $7,493Expenses 2021: $9,609Net Income 2021: -$2,1162021Revenue 2022: $17,169Expenses 2022: $13,221Net Income 2022: $3,9482022Revenue 2023: $24,278Expenses 2023: $18,966Net Income 2023: $5,3122023Revenue 2024: $22,249Expenses 2024: $26,760Net Income 2024: -$4,5112024Revenue 2025: $25,978Expenses 2025: $23,855Net Income 2025: $2,1232025

Highlighted filing

2014

Revenue$30,028
Expenses$21,997
Net Income$8,031
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 11, 2014
Return Version
2013v3.1
Gross Receipts
$59,251
Mission and Program Overview

Mission

To support parents teachers and students

Program Services

DescriptionGrantsExpenses
PROVIDED STUDENT GRADE PLANNERS THE 5TH GRADE PARTY ACCELERATED READER PROGRAM EXPENSE STUDENT ASSEMBLIES BACK TO SCHOOL PACKETS AND CATCH EM BEING GOOD PROGRAM EXPENSES-$10,661
RED RIBBON WEEK EXPENSES SCHOOL INST SUPPLIES STAFF TEACHER AND VOLUNTEER APPRECIATION-$3,944
FIELD DAY AND TRIP EXPENSES-$3,855
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSEMARY BATISTAPresidentPT$0--
MARIA HASHIM1st Vice PresidentPT$0--
BRENDA MATLEYTreasurerPT$0--
Filing and Contact Details

Filer

EIN
95-6206648

Signing Officer

Name
Rosemary Batista
Title
President
Phone
9099818697
Signed
2014-10-11
Discuss with paid preparer
Yes

Preparer

Preparer
Clinton M Young
Phone
9516824848
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoperating expenses 3,595program expenses 18,460adj (58)”

Raw XML Appendix148 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/PersonNm0BRENDA MATLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09099818697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107727 VALLE VISTA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013559
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03873
IRS990EZ/CostOfGoodsSoldAmt024950
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08031
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013559
IRS990EZ/FundraisingGrossIncomeAmt010438
IRS990EZ/GrossProfitLossSlsOfInvntryAmt019990
IRS990EZ/GrossReceiptsAmt059251
IRS990EZ/GrossSalesOfInventoryAmt044940
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSEMARY BATISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA HASHIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA MATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT PARENTS TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED STUDENT GRADE PLANNERS THE 5TH GRADE PARTY ACCELERATED READER PROGRAM EXPENSE STUDENT ASSEMBLIES BACK TO SCHOOL PACKETS AND CATCH EM BEING GOOD PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD DAY AND TRIP EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RED RIBBON WEEK EXPENSES SCHOOL INST SUPPLIES STAFF TEACHER AND VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010661
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13855
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23944
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04273
IRS990EZ/SpecialEventsNetIncomeLossAmt06165
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021997
IRS990EZ/TotalProgramServiceExpensesAmt018460
IRS990EZ/TotalRevenueAmt030028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0283645
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306935
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062441
IRS990ScheduleA/Total509Grp/TotalAmt0306935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOPERATING EXPENSES 3,595PROGRAM EXPENSES 18,460ADJ (58)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARY BATISTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09099818697
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10VALLE VISTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0956206648
ReturnHeader/Filer/USAddress/AddressLine107727 VALLE VISTA DRIVE
ReturnHeader/Filer/USAddress/City0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091730
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330779425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ADVANTAGE TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103723 TIBBETTS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516824848
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINTON M YOUNG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-11T13:03:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,559
Liabilities
$0
Net assets
$13,559
Revenue
$30,028
Expenses
$21,997
Net income
$8,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.5$16.5$26.0$23.9$2.12
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$22.2$26.8$4.51
2023Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$24.3$19.0$5.31
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$17.2$13.2$3.95
2021Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$7.49$9.61$2.12
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$24.3$22.8$1.48
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$29.5$28.9$0.68
2018Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$26.7$24.7$2.01
2017Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$23.2$30.1$6.89
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$34.4$38.8$4.40
2015Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$30.3$25.0$5.32
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$30.0$22.0$8.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$26.7$26.8$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.00$5.56$24.6$37.0$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.00$18.0$27.9$29.6$1.64