Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2015 • EIN 23-7328590

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 13, 2016

Organization ProfileWWW.SVEAONLINE.ORG
25201 Paseo DE AliciaLaguna Hills, CA 92656

(949) 951-5373

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

70th percentile

$7,176

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

16%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$449,805

Up $62,664 (+16%) from 2014

Net Assets

Up

$444,653

Up $104,049 (+31%) from 2014

Liabilities

Down

$5,152

Down $41,385 (-89%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin89th percentile

Revenue

Up

$379,449

Up $51,920 (+16%) from 2014

Expenses

Down

$275,398

Down $31,012 (-10%) from 2014

Net Income

Up

$104,051

Up $82,932 (+393%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$800K$600K$400K$200K$0Assets 2013: $351,305Liabilities 2013: $31,820Net Assets 2013: $319,4852013Assets 2014: $387,141Liabilities 2014: $46,537Net Assets 2014: $340,6042014Assets 2015: $449,805Liabilities 2015: $5,152Net Assets 2015: $444,6532015Assets 2016: $515,596Liabilities 2016: $8,547Net Assets 2016: $507,0492016Assets 2017: $542,115Liabilities 2017: $11,116Net Assets 2017: $530,9992017Assets 2018: $605,054Liabilities 2018: $23,738Net Assets 2018: $581,3162018Assets 2019: $4,853Net Assets 2019: $581,0662019Assets 2020: $537,444Liabilities 2020: $54,728Net Assets 2020: $482,7162020Assets 2021: $471,507Liabilities 2021: $0Net Assets 2021: $471,5072021Assets 2022: $456,517Liabilities 2022: $18,467Net Assets 2022: $438,0502022Assets 2023: $760,798Liabilities 2023: $242,691Net Assets 2023: $518,1072023Assets 2024: $788,778Liabilities 2024: $188,140Net Assets 2024: $600,6382024Assets 2025: $746,830Liabilities 2025: $132,731Net Assets 2025: $614,0992025

Highlighted filing

2015

Assets$449,805
Liabilities$5,152
Net Assets$444,653
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KExpenses 2013: $343,0362013Revenue 2014: $327,529Expenses 2014: $306,410Net Income 2014: $21,1192014Revenue 2015: $379,449Expenses 2015: $275,398Net Income 2015: $104,0512015Revenue 2016: $349,066Expenses 2016: $286,670Net Income 2016: $62,3962016Revenue 2017: $354,755Expenses 2017: $330,804Net Income 2017: $23,9512017Revenue 2018: $347,682Expenses 2018: $297,365Net Income 2018: $50,3172018Revenue 2019: $0Expenses 2019: $250Net Income 2019: -$2502019Revenue 2020: $283,969Expenses 2020: $355,490Net Income 2020: -$71,5212020Revenue 2021: $272,714Expenses 2021: $283,923Net Income 2021: -$11,2092021Revenue 2022: $279,571Expenses 2022: $313,028Net Income 2022: -$33,4572022Revenue 2023: $294,383Expenses 2023: $214,326Net Income 2023: $80,0572023Revenue 2024: $321,265Expenses 2024: $238,734Net Income 2024: $82,5312024Revenue 2025: $327,094Expenses 2025: $313,633Net Income 2025: $13,4612025

Highlighted filing

2015

Revenue$379,449
Expenses$275,398
Net Income$104,051
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 13, 2016
Return Version
2014v6.0
Gross Receipts
$379,449
Mission and Program Overview

Mission

To promote the welfare and economic interests of the employees of the saddleback valley school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$232,930$203,671▼ $29,259
Savings and Temporary Cash Investments$125,345$168,991▲ $43,646
Accounts Receivable-$49,610-
Prepaid Expenses and Deferred Charges$9,873$9,873→ $0
Land, Buildings, and Equipment, Net$6,757$5,425▼ $1,332
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$387,140$449,805▲ $62,665
Other Assets Total$12,235$12,235→ $0
Liabilities
Accounts Payable and Accrued Expenses$46,537$5,151▼ $41,386
Other Liabilities$1$1→ $0
Total Liabilities$46,538$5,152▼ $41,386
Net Assets / Fund Balance
Unrestricted Net Assets$325,081$429,130▲ $104,049
Temporarily Rstr Net Assets$15,521$15,523▲ $2
Total Net Assets Fund Balance$340,602$444,653▲ $104,051
Total Liabilities and Net Assets / Fund Balance$387,140$449,805▲ $62,665

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,425$106,399$111,824
Other Land Buildings-$8,368$8,368
Leasehold Improvements-$6,407$6,407
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel MoonPresidentPT$7,176$7,176
Patty StewartDirectorPT$6,728$6,728
Barbara SchulmanVice PresidentPT$3,588$3,588
Janet HenryTreasurerPT$3,050$3,050
Chrissy BrothwellSecretary-$3,050$3,050
DONNA O'CONNERDirector-$2,422$2,422
Elise GreysonDirector-$2,422$2,422
Frank WernerDirector-$2,422$2,422
BradfordDirector-$1,794$1,794
Charmaine PotterDirector-$1,794$1,794
Stephen MillerDirector-$1,794$1,794
Patricia ScofieldDirector-$484$484
Pam BissonDirector-$242$242
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,663
Investment Income
$476
Other Revenue
$39,310
Change in Net Assets
$104,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$379,449
Total Revenue per Audited Statements
$379,449
Total Revenue per Form 990
$379,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,537
Salaries, Compensation, and Employee Benefits$81,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$98,654$17,410-$116,064
Other Salaries and Wages$33,537$5,918-$39,455
Current Officers, Directors, Trustees, and Key Employees$36,966--$36,966
All Other Expenses$13,149$2,320-$15,469
Fees for Services Accounting$5,845$1,032-$6,877
Office Expenses$5,498$970-$6,468
Other Employee Benefits$4,624$816-$5,440
Other Expenses$3,845$679-$4,524
Conferences and Meetings$2,360$417-$2,777
Information Technology$1,915$338-$2,253
Depreciation Depletion$1,132$200-$1,332
Insurance$1,080$191-$1,271
Total Functional Expenses$239,632$35,766$0$275,398

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$275,398
Total Expenses per Audited Statements$275,398
Total Expenses per Form 990$275,398
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Saddleback Valley Educators Association
EIN
23-7328590
Phone
9499515373
Address
25201 PASEO DE ALICIA, LAGUNA HILLS, CA 92656

Signing Officer

Name
Daniel Moon
Title
President
Signed
2016-07-13
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
14

Preparer

Firm
Jerome R Kern CPA
Address
1622 W 9TH ST, POMONA, CA 91766-2503
Preparer
Jerome R Kern CPA
Phone
9513167848
Raw XML AppendixShowing 400 of 448 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt046537
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05151
IRS990/AccountsReceivableGrp/EOYAmt049610
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02320
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013149
IRS990/AllOtherExpensesGrp/TotalAmt015469
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JANET HENRY
IRS990/BooksInCareOfDetail/PhoneNum09499515373
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025201 PASEO DE ALICIA 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAGUNA HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092656
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0232930
IRS990/CashNonInterestBearingGrp/EOYAmt0203671
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt036966
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt036966
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0417
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02360
IRS990/ConferencesMeetingsGrp/TotalAmt02777
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0476
IRS990/CYOtherExpensesAmt0193537
IRS990/CYOtherRevenueAmt039310
IRS990/CYProgramServiceRevenueAmt0339663
IRS990/CYRevenuesLessExpensesAmt0104051
IRS990/CYSalariesCompEmpBnftPaidAmt081861
IRS990/CYTotalExpensesAmt0275398
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0379449
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0200
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01132
IRS990/DepreciationDepletionGrp/TotalAmt01332
IRS990/Desc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01032
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05845
IRS990/FeesForServicesAccountingGrp/TotalAmt06877
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt48.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt128.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0PAM BISSON
IRS990/Form990PartVIISectionAGrp/PersonNm1Chrissy Brothwell
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephen Miller
IRS990/Form990PartVIISectionAGrp/PersonNm3Charmaine Potter
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA SCHULMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICIA SCOFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7PATTY STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm8ELISE GREYSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DONNA O'CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANK WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm11JANET HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIEL MOON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43588
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt76728
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt82422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt92422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt102422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt113050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt127176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0379449
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0338
IRS990/InformationTechnologyGrp/ProgramServicesAmt01915
IRS990/InformationTechnologyGrp/TotalAmt02253
IRS990/InsuranceGrp/ManagementAndGeneralAmt0191
IRS990/InsuranceGrp/ProgramServicesAmt01080
IRS990/InsuranceGrp/TotalAmt01271
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0476
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0476
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0121174
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06757
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05425
IRS990/LandBldgEquipCostOrOtherBssAmt0126599
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0340602
IRS990/NetAssetsOrFundBalancesEOYAmt0444653
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt017410
IRS990/OccupancyGrp/ProgramServicesAmt098654
IRS990/OccupancyGrp/TotalAmt0116064
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0970
IRS990/OfficeExpensesGrp/ProgramServicesAmt05498
IRS990/OfficeExpensesGrp/TotalAmt06468
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt012235
IRS990/OtherAssetsTotalGrp/EOYAmt012235
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0816
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04624
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05440
IRS990/OtherExpensesGrp/Desc0STIPENDS - REPS
IRS990/OtherExpensesGrp/Desc1POLITICAL ACTION
IRS990/OtherExpensesGrp/Desc2TELECOMMUNICATION
IRS990/OtherExpensesGrp/Desc3NEGOTIATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2691
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3679
IRS990/OtherExpensesGrp/ProgramServicesAmt016626
IRS990/OtherExpensesGrp/ProgramServicesAmt110485
IRS990/OtherExpensesGrp/ProgramServicesAmt23916
IRS990/OtherExpensesGrp/ProgramServicesAmt33845
IRS990/OtherExpensesGrp/TotalAmt019560
IRS990/OtherExpensesGrp/TotalAmt112335
IRS990/OtherExpensesGrp/TotalAmt24607
IRS990/OtherExpensesGrp/TotalAmt34524
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueMiscGrp/Desc0EXE.DIR.REBATE
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/Desc2VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt036880
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1754
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21676
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1754
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21676
IRS990/OtherRevenueTotalAmt039310
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05918
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033537
IRS990/OtherSalariesAndWagesGrp/TotalAmt039455
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09873
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AGENCY FEE REBATES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0-6914
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1346577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0-6914
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1346577
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0360
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0950
IRS990/PYInvestmentIncomeAmt0498
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0220640
IRS990/PYOtherRevenueAmt05043
IRS990/PYProgramServiceRevenueAmt0321628
IRS990/PYRevenuesLessExpensesAmt021119
IRS990/PYSalariesCompEmpBnftPaidAmt084820
IRS990/PYTotalExpensesAmt0306410
IRS990/PYTotalRevenueAmt0327529
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0104051
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168991
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05425
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111824
IRS990ScheduleD/ExpensesSubtotalAmt0275398
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08368
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08368
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/RevenueSubtotalAmt0379449
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05425
IRS990ScheduleD/TotalExpensesPerForm990Amt0275398
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleD/TotalRevenuePerForm990Amt0379449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0379449
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0275398
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015521
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015523
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0387140
IRS990/TotalAssetsEOYAmt0449805
IRS990/TotalAssetsGrp/BOYAmt0387140
IRS990/TotalAssetsGrp/EOYAmt0449805
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0239632
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt046538
IRS990/TotalLiabilitiesEOYAmt05152

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,805
Liabilities
$5,152
Net assets
$444,653
Revenue
$379,449
Expenses
$275,398
Net income
$104,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.47$1.33$6.14$3.27$3.14$0.13
2024Detailed filing. Detailed filing data is available for this year.$7.89$1.88$6.01$3.21$2.39$0.83
2023Detailed filing. Detailed filing data is available for this year.$7.61$2.43$5.18$2.94$2.14$0.80
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.18$4.38$2.80$3.13$0.33
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$2.73$2.84$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.55$4.83$2.84$3.55$0.72
2019Detailed filing. Detailed filing data is available for this year.$0.05$5.81$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.05$0.24$5.81$3.48$2.97$0.50
2017Detailed filing. Detailed filing data is available for this year.$5.42$0.11$5.31$3.55$3.31$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.16$0.09$5.07$3.49$2.87$0.62
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.05$4.45$3.79$2.75$1.04
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.47$3.41$3.28$3.06$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.32$3.19$3.43