Civic Intelligence

Valle Vista Elementary PTA

990EZ • Fiscal year 2019 • EIN 95-6206648

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 08, 2019

Organization ProfileN/A
7727 Valle Vista DriveRancho Cucamonga, CA 91730

(909) 981-8697

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

48th percentile

2.3%

Higher net margin than 48% 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

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$10,307

Up $682 (+7.1%) from 2018

Net Assets

Up

$10,307

Up $682 (+7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin48th percentile

Revenue

Up

$29,544

Up $2,828 (+11%) from 2018

Expenses

Up

$28,862

Up $4,159 (+17%) from 2018

Net Income

Down

$682

Down $1,331 (-66%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2019

Assets$10,307
Liabilities$0
Net Assets$10,307
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$29,544
Expenses$28,862
Net Income$682
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$63,981
Mission and Program Overview

Mission

To support parents teachers and students

Program Services

DescriptionGrantsExpenses
FIELD DAY AND TRIP EXPENSE HAWK AND HSA EXPENSE GRADE FOLDERS-$10,078
RED RIBBON WEEK EXPENSES SCHOOL INST SUPPLIES STAFF APPRECIATION TEACHER ENRICHMENT-$8,747
PROVIDED STUDENT GRADE PLANNERS THE 5TH GRADE PARTY ACCELERATED READER PROGRAM EXPENSE STUDEBT CALENDARS-$7,377
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSEMARY BATISTAPresidentPT$0--
LORI IBARRASecretaryPT$0--
KRYSTLE MARSEILLESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Valle Vista Elementary Pta
EIN
95-6206648
Address
7727 VALLE VISTA DRIVE, RANCHO CUCAMONGA, CA 91730

Signing Officer

Name
Rosemary Batista
Title
President
Phone
9099818697
Signed
2019-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Advantage Tax Service
Address
3723 Tibbetts Street, Riverside, CA 92506
Preparer
Clinton M Young
Phone
9516824848
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoperating expense 2,662accounts adjustment (2)program expense 26,202”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09099818697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07727 VALLE VISTA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05605
IRS990EZ/CostOfGoodsSoldAmt029338
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0682
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt023890
IRS990EZ/GrossReceiptsAmt063981
IRS990EZ/GrossSalesOfInventoryAmt053228
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010307
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010307
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm1LORI IBARRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRYSTLE MARSEILLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028862
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 STUDEBT CALENDARS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD DAY AND TRIP EXPENSE HAWK AND HSA EXPENSE GRADE FOLDERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RED RIBBON WEEK EXPENSES SCHOOL INST SUPPLIES STAFF APPRECIATION TEACHER ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28747
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05099
IRS990EZ/SpecialEventsNetIncomeLossAmt049
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028862
IRS990EZ/TotalProgramServiceExpensesAmt026202
IRS990EZ/TotalRevenueAmt029544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0307532
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0332603
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067823
IRS990ScheduleA/Total509Grp/TotalAmt0332603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0332603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOPERATING EXPENSE 2,662ACCOUNTS ADJUSTMENT (2)PROGRAM EXPENSE 26,202
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARY BATISTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09099818697
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLE VISTA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0956206648
ReturnHeader/Filer/USAddress/AddressLine1Txt07727 VALLE VISTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.215.170.191
ReturnHeader/FilingSecurityInformation/IPDt02019-10-25
ReturnHeader/FilingSecurityInformation/IPTm013:52:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330779425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Advantage Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03723 Tibbetts Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516824848
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clinton M Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-25T13:51:33-04:00
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
$10,307
Liabilities
$0
Net assets
$10,307
Revenue
$29,544
Expenses
$28,862
Net income
$682
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