Civic Intelligence

Silicon Valley Employer'S Forum

990 • Fiscal year 2013 • EIN 20-0763942

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

575 Market Street No 60094105

(415) 281-8660

Siviq Scores

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

Liabilities / Assets

66th percentile

0.23x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.29x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

95th percentile

34%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

94th percentile

$192,240

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$935,710

Down $173,115 (-16%) from 2012

Net Assets

Up

$719,806

Up $258,787 (+56%) from 2012

Liabilities

Down

$215,904

Down $431,902 (-67%) from 2012

Revenue

$756,752

No earlier filing loaded for comparison.

Expenses

Down

$497,965

Down $2,407 (-0.5%) from 2012

Net Income

$258,787

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $837,662Liabilities 2010: $563,850Net Assets 2010: $273,8122010Assets 2011: $956,559Liabilities 2011: $586,523Net Assets 2011: $370,0362011Assets 2012: $1,108,825Liabilities 2012: $647,806Net Assets 2012: $461,0192012Assets 2013: $935,710Liabilities 2013: $215,904Net Assets 2013: $719,8062013Assets 2014: $920,661Liabilities 2014: $106,743Net Assets 2014: $813,9182014Assets 2015: $1,367,059Liabilities 2015: $372,732Net Assets 2015: $994,3272015Assets 2016: $1,374,217Liabilities 2016: $319,389Net Assets 2016: $1,054,8282016Assets 2017: $1,737,932Liabilities 2017: $347,912Net Assets 2017: $1,390,0202017Assets 2018: $1,854,274Liabilities 2018: $207,105Net Assets 2018: $1,647,1692018Assets 2019: $1,903,125Liabilities 2019: $362,804Net Assets 2019: $1,540,3212019Assets 2020: $2,851,753Liabilities 2020: $1,373,057Net Assets 2020: $1,478,6962020Assets 2021: $3,333,095Liabilities 2021: $1,643,408Net Assets 2021: $1,689,6872021Assets 2022: $4,047,647Liabilities 2022: $2,487,478Net Assets 2022: $1,560,1692022Assets 2023: $4,276,372Liabilities 2023: $2,662,270Net Assets 2023: $1,614,1022023Assets 2024: $4,657,694Liabilities 2024: $2,858,987Net Assets 2024: $1,798,7072024

Highlighted filing

2013

Assets$935,710
Liabilities$215,904
Net Assets$719,806

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $456,3152010Expenses 2011: $478,1882011Expenses 2012: $500,3722012Revenue 2013: $756,752Expenses 2013: $497,965Net Income 2013: $258,7872013Revenue 2014: $749,091Expenses 2014: $654,979Net Income 2014: $94,1122014Revenue 2015: $863,175Expenses 2015: $682,766Net Income 2015: $180,4092015Revenue 2016: $778,250Expenses 2016: $717,749Net Income 2016: $60,5012016Revenue 2017: $1,173,216Expenses 2017: $838,024Net Income 2017: $335,1922017Revenue 2018: $1,254,374Expenses 2018: $996,215Net Income 2018: $258,1592018Revenue 2019: $1,343,072Expenses 2019: $1,450,834Net Income 2019: -$107,7622019Revenue 2020: $1,487,524Expenses 2020: $1,671,789Net Income 2020: -$184,2652020Revenue 2021: $1,704,663Expenses 2021: $1,580,022Net Income 2021: $124,6412021Revenue 2022: $2,125,531Expenses 2022: $2,023,865Net Income 2022: $101,6662022Revenue 2023: $2,324,251Expenses 2023: $2,423,760Net Income 2023: -$99,5092023Revenue 2024: $2,276,546Expenses 2024: $2,232,712Net Income 2024: $43,8342024

Highlighted filing

2013

Revenue$756,752
Expenses$497,965
Net Income$258,787
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$756,752
Mission and Program Overview

Mission

Coalition of employers with mission to build collective intelligence regarding corporate and employee benefits and to address international benefit issues from the perspective of multi-national employers.

To build collective intelligence regarding corporate & employee benefits & int'l benefit issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$389,314$682,150▲ $292,836
Savings and Temporary Cash Investments$189,700$189,801▲ $101
Accounts Receivable$527,750$63,000▼ $464,750
Land, Buildings, and Equipment, Net$2,061$759▼ $1,302
Total Assets$1,108,825$935,710▼ $173,115
Liabilities
Accounts Payable and Accrued Expenses$82,758$141,404▲ $58,646
Deferred Revenue$556,250$74,500▼ $481,750
Other Liabilities$8,798$0▼ $8,798
Total Liabilities$647,806$215,904▼ $431,902
Net Assets / Fund Balance
Unrestricted Net Assets$461,019$719,806▲ $258,787
Total Net Assets Fund Balance$461,019$719,806▲ $258,787
Total Liabilities and Net Assets / Fund Balance$1,108,825$935,710▼ $173,115

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$54$1,907$1,961
Equipment$705$1,243$1,948
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren VelaExecutive DirectorFT$157,539$34,701$192,240

Board Members and Trustees

NameTitle
Leslie RifePresident
Becky BaileyBoard Member
Cindy ConwayBoard Member
Jeni ChihBoard Member
Karen HallBoard Member
Lisa FongBoard Member
Janet FarabaughSecretary
Lisa MarsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$756,240
Investment Income
$395
Other Revenue
$117
Change in Net Assets
$258,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$301,851
Other Expenses$105,827
Grants and Similar Amounts Paid$90,287
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$192,240
Grants to Domestic Orgs---$90,287
Other Salaries and Wages---$41,711
Other Employee Benefits---$36,846
Fees for Services Other---$25,660
Payroll Taxes---$16,438
Information Technology---$15,779
Pension Plan Contributions---$14,616
Conferences and Meetings---$13,187
Travel---$7,460
Fees for Services Accounting---$4,128
Other Expenses---$2,524
Office Expenses---$2,437
Fees for Services Legal---$2,391
Depreciation Depletion---$1,303
All Other Expenses---$546
Total Functional Expenses$0$0$0$497,965
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-3093623-501(c)(3)To Support the Continuing Work of Healthcare Reform and Transparency$90,287
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is initially reviewed by the executive director, followed by a review by the treasurer, acting on behalf of the board. After their review, copies of the form 990 are mailed to all board members prior to filing the return with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Board members are required to sign the conflict of interest policy annually.

Form 990, Part VI, Section B, Line 15A

The executive director undergoes an annual performance evaluation at which time compensation is evaluated and if appropriate, adjusted. The performance evaluation engages input from the entire board of directors although typically a subset, made up often of officers, drives the process. The evaluators will consider market salary comparisons in the evaluation. The evaluation includes substantial review and discussion of job responsibilities as well as performance and opportunities and goals for the upcoming year.

Form 990, Part VI, Section C, Line 19

All information is available upon sending a request to svef at 575 market street, suite 600, san francisco, ca 94105.

Filing and Contact Details

Filer

EIN
20-0763942
Phone
4152818660

Signing Officer

Name
Lauren Vela
Title
Executive Director
Phone
4152818660
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Vela
Formed
2004
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
8

Preparer

Preparer
Lynn Henley
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from prior year.

Raw XML Appendix378 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PACIFIC BUSINESS GROUP ON HEALTH
IRS990ScheduleI/RecipientTable/RecipientEIN0943093623
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10575 MARKET STREET SUITE 600
IRS990ScheduleI/RecipientTable/USAddress/City0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094105
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAUREN VELA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0192240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION AND BENEFITS ARE PAID TO ALL EMPLOYEES OF SVEF BY TRINET HR CORPORATION, AN UNRELATED ORGANZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR, FOLLOWED BY A REVIEW BY THE TREASURER, ACTING ON BEHALF OF THE BOARD. AFTER THEIR REVIEW, COPIES OF THE FORM 990 ARE MAILED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR UNDERGOES AN ANNUAL PERFORMANCE EVALUATION AT WHICH TIME COMPENSATION IS EVALUATED AND IF APPROPRIATE, ADJUSTED. THE PERFORMANCE EVALUATION ENGAGES INPUT FROM THE ENTIRE BOARD OF DIRECTORS ALTHOUGH TYPICALLY A SUBSET, MADE UP OFTEN OF OFFICERS, DRIVES THE PROCESS. THE EVALUATORS WILL CONSIDER MARKET SALARY COMPARISONS IN THE EVALUATION. THE EVALUATION INCLUDES SUBSTANTIAL REVIEW AND DISCUSSION OF JOB RESPONSIBILITIES AS WELL AS PERFORMANCE AND OPPORTUNITIES AND GOALS FOR THE UPCOMING YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL INFORMATION IS AVAILABLE UPON SENDING A REQUEST TO SVEF AT 575 MARKET STREET, SUITE 600, SAN FRANCISCO, CA 94105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01108825
IRS990/TotalAssetsEOYAmt0935710
IRS990/TotalAssetsGrp/BOYAmt01108825
IRS990/TotalAssetsGrp/EOYAmt0935710
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0647806
IRS990/TotalLiabilitiesEOYAmt0215904
IRS990/TotalLiabilitiesGrp/BOYAmt0647806
IRS990/TotalLiabilitiesGrp/EOYAmt0215904
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0461019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0719806
IRS990/TotalOtherCompensationAmt034701
IRS990/TotalProgramServiceExpensesAmt0497965
IRS990/TotalProgramServiceRevenueAmt0756240
IRS990/TotalReportableCompFromOrgAmt0157539
IRS990/TotalRevenueGrp/ExclusionAmt0512
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0756240
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0756752
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01108825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0935710
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07460
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0461019
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0719806
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10575 MARKET STREET NO 600
IRS990/USAddress/City0SAN FRANCISCO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094105
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SVEFORUM.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN VELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04152818660
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10SILICON VALLEY EMPLOYERS' FORUM
ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0200763942
ReturnHeader/Filer/PhoneNum04152818660
ReturnHeader/Filer/USAddress/AddressLine10575 MARKET STREET NO 600
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012657 ALCOSTA BOULEVARD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0945834600
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN HENLEY
ReturnHeader/ReturnTs02014-11-11T14:07:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$2.86$1.80$2.28$2.23$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$2.66$1.61$2.32$2.42$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$2.49$1.56$2.13$2.02$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$1.64$1.69$1.70$1.58$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$1.37$1.48$1.49$1.67$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.36$1.54$1.34$1.45$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.21$1.65$1.25$1.00$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.35$1.39$1.17$0.84$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.32$1.05$0.78$0.72$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.37$0.99$0.86$0.68$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.11$0.81$0.75$0.65$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.22$0.72$0.76$0.50$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.65$0.46$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.59$0.37$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.56$0.27$0.46