Civic Intelligence

Silicon Valley Employer'S Forum

990 • Fiscal year 2016 • EIN 20-0763942

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

575 Market Street No 600San Francisco, CA 94105

(415) 615-6329

Siviq Scores

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

Liabilities / Assets

57th percentile

0.23x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.41x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

67th percentile

7.8%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$208,500

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

0.5%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-9.8%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,374,217

Up $7,158 (+0.5%) from 2015

Net Assets

Up

$1,054,828

Up $60,501 (+6.1%) from 2015

Liabilities

Down

$319,389

Down $53,343 (-14%) from 2015

Revenue

Down

$778,250

Down $84,925 (-9.8%) from 2015

Expenses

Up

$717,749

Up $34,983 (+5.1%) from 2015

Net Income

Down

$60,501

Down $119,908 (-66%) from 2015

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

2016

Assets$1,374,217
Liabilities$319,389
Net Assets$1,054,828

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

2016

Revenue$778,250
Expenses$717,749
Net Income$60,501
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$778,250
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 benefits issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,237,559$1,277,617▲ $40,058
Accounts Receivable$36,500$81,600▲ $45,100
Prepaid Expenses and Deferred Charges$93,000$15,000▼ $78,000
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,367,059$1,374,217▲ $7,158
Liabilities
Accounts Payable and Accrued Expenses$198,232$177,339▼ $20,893
Deferred Revenue$174,500$142,050▼ $32,450
Total Liabilities$372,732$319,389▼ $53,343
Net Assets / Fund Balance
Unrestricted Net Assets$994,327$1,054,828▲ $60,501
Total Net Assets Fund Balance$994,327$1,054,828▲ $60,501
Total Liabilities and Net Assets / Fund Balance$1,367,059$1,374,217▲ $7,158

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,962$1,962
Equipment$0$1,948$1,948
Compensation and Service Providers

Board Members and Trustees

NameTitle
Margaret ShawPresident
Allison FranklinBoard Member
Barbara ThompsonBoard Member
Cindy PulidoBoard Member
Jingmei LiBoard Member
Lisa MarsBoard Member
Margaret ShawBoard Member
Naomi CanovaBoard Member
Rosemary Arriada-keiperBoard Member
Lisa YeeExecutive Director
Tracy UyedaSecretary
Jingmei LiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$778,250
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$60,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$523,571
Other Expenses$194,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$208,500
Other Salaries and Wages---$192,581
Other Employee Benefits---$65,702
Fees for Services Other---$47,983
Pension Plan Contributions---$28,911
Payroll Taxes---$27,877
Conferences and Meetings---$18,042
Information Technology---$6,513
Fees for Services Legal---$5,820
Travel---$5,223
Fees for Services Accounting---$3,337
Insurance---$2,246
Office Expenses---$991
Other Expenses---$10
Total Functional Expenses$0$0$0$717,749
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 11B

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. The president drives the process. The evaluation includes substantial review and discussion of established performance objectives and measurements for the year, 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

Filer Name
SILICON VALLEY EMPLOYER'S FORUM
EIN
20-0763942
Phone
4156156329
Address
575 MARKET STREET NO 600, SAN FRANCISCO, CA 94105

Signing Officer

Name
Lisa Yee
Title
Executive Director
Phone
4156156329
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Yee
Formed
2004
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
13

Preparer

Firm
Dzh Phillips Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Deborah Kaminski
Phone
4157812500
Raw XML Appendix384 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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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0494000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01948
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01948
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01962
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01962
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0205411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt03089
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA YEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0208500
IRS990ScheduleJ/SeverancePaymentInd00
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. THE PRESIDENT DRIVES THE PROCESS. THE EVALUATION INCLUDES SUBSTANTIAL REVIEW AND DISCUSSION OF ESTABLISHED PERFORMANCE OBJECTIVES AND MEASUREMENTS FOR THE YEAR, 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01367059
IRS990/TotalAssetsEOYAmt01374217
IRS990/TotalAssetsGrp/BOYAmt01367059
IRS990/TotalAssetsGrp/EOYAmt01374217
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0717749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0372732
IRS990/TotalLiabilitiesEOYAmt0319389
IRS990/TotalLiabilitiesGrp/BOYAmt0372732
IRS990/TotalLiabilitiesGrp/EOYAmt0319389
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0994327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01054828
IRS990/TotalOtherCompensationAmt03089
IRS990/TotalProgramServiceExpensesAmt0717749
IRS990/TotalProgramServiceRevenueAmt0778250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0778250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0778250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01367059
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01374217
IRS990/TotReportableCompRltdOrgAmt0205411
IRS990/TravelGrp/TotalAmt05223
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0994327
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01054828
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0575 MARKET STREET NO 600
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SVEF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA YEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156156329
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SILICON VALLEY EMPLOYER'S FORUM
ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0200763942
ReturnHeader/Filer/PhoneNum04156156329
ReturnHeader/Filer/USAddress/AddressLine1Txt0575 MARKET STREET NO 600
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F6F6111D63C7F08CCE9BC40D9F71B7C1AB3A6223
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003D6BDED2525892F42308D58865894C9B7D3DE2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.6.48.101
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:26:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264677183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DZH PHILLIPS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941051815
ReturnHeader/PreparerPersonGrp/PhoneNum04157812500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH KAMINSKI
ReturnHeader/ReturnTs02017-11-13T20:16:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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