Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2016 • EIN 23-7328590

Sep 01, 2015 to Aug 31, 2016 • Filed on May 22, 2017

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

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

18%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-8.0%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$515,596

Up $65,791 (+15%) from 2015

Net Assets

Up

$507,049

Up $62,396 (+14%) from 2015

Liabilities

Up

$8,547

Up $3,395 (+66%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin81st percentile

Revenue

Down

$349,066

Down $30,383 (-8.0%) from 2015

Expenses

Up

$286,670

Up $11,272 (+4.1%) from 2015

Net Income

Down

$62,396

Down $41,655 (-40%) from 2015

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

2016

Assets$515,596
Liabilities$8,547
Net Assets$507,049
Open 2016 Filing

Operations Trend

Revenue Growth18th 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

2016

Revenue$349,066
Expenses$286,670
Net Income$62,396
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
May 22, 2017
Return Version
2015v3.0
Gross Receipts
$349,066
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$203,671$304,860▲ $101,189
Savings and Temporary Cash Investments$168,991$176,036▲ $7,045
Prepaid Expenses and Deferred Charges$9,873$9,873→ $0
Accounts Receivable$49,610$8,405▼ $41,205
Land, Buildings, and Equipment, Net$5,425$4,187▼ $1,238
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$449,805$515,596▲ $65,791
Other Assets Total$12,235$12,235→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,151$8,547▲ $3,396
Other Liabilities$1--
Total Liabilities$5,152$8,547▲ $3,395
Net Assets / Fund Balance
Unrestricted Net Assets$429,130$491,924▲ $62,794
Temporarily Rstr Net Assets$15,523$15,125▼ $398
Total Net Assets Fund Balance$444,653$507,049▲ $62,396
Total Liabilities and Net Assets / Fund Balance$449,805$515,596▲ $65,791

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,187$107,637$111,824
Other Land Buildings-$8,368$8,368
Leasehold Improvements-$6,407$6,407
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Barbara SchulmanVice PresidentPT$8,971$8,971
Patty StewartDirectorPT$6,728$6,728
D BradfordDirector-$3,229$3,229
Janet HenryTreasurerPT$3,050$3,050
Jacqui OchoaDirector-$2,691$2,691
DONNA O'CONNERDirector-$2,422$2,422
Elise GreysonDirector-$2,422$2,422
Frank WernerDirector-$2,422$2,422
Patricia ScofieldDirector-$2,422$2,422
Charmaine PotterDirector-$1,794$1,794
Joyanne GoodfellowDirector-$1,794$1,794
Victoria ArmstrongDirector-$1,130$1,130

Board Members and Trustees

NameTitle
Chrissy BrothwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$346,517
Investment Income
$759
Other Revenue
$1,790
Change in Net Assets
$62,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$349,066
Total Revenue per Audited Statements
$349,066
Total Revenue per Form 990
$349,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,673
Salaries, Compensation, and Employee Benefits$84,997
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$34,617$6,109-$40,726
Current Officers, Directors, Trustees, and Key Employees---$39,075
All Other Expenses$16,382$2,890-$19,272
Fees for Services Accounting$5,901$1,041-$6,942
Other Expenses$4,493$793-$5,286
Other Employee Benefits$4,417$779-$5,196
Office Expenses$4,035$712-$4,747
Conferences and Meetings$2,479$437-$2,916
Information Technology$1,484$262-$1,746
Insurance$1,384$244-$1,628
Depreciation Depletion$1,052$186-$1,238
Total Functional Expenses$210,456$37,139$0$286,670

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$286,670
Total Expenses per Audited Statements$286,670
Total Expenses per Form 990$286,670
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-
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
Barbara Schulman
Title
President
Signed
2017-05-22
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 Kern
Phone
9513167848
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IRS990/MissionDesc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0444653
IRS990/NetAssetsOrFundBalancesEOYAmt0507049
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/ManagementAndGeneralAmt0712
IRS990/OfficeExpensesGrp/ProgramServicesAmt04035
IRS990/OfficeExpensesGrp/TotalAmt04747
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt012235
IRS990/OtherAssetsTotalGrp/EOYAmt012235
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0779
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04417
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05196
IRS990/OtherExpensesGrp/Desc0STIPENDS
IRS990/OtherExpensesGrp/Desc1R & M
IRS990/OtherExpensesGrp/Desc2NEGOTIATIONS
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02855
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12469
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3793
IRS990/OtherExpensesGrp/ProgramServicesAmt016177
IRS990/OtherExpensesGrp/ProgramServicesAmt113989
IRS990/OtherExpensesGrp/ProgramServicesAmt25392
IRS990/OtherExpensesGrp/ProgramServicesAmt34493
IRS990/OtherExpensesGrp/TotalAmt019032
IRS990/OtherExpensesGrp/TotalAmt116458
IRS990/OtherExpensesGrp/TotalAmt26344
IRS990/OtherExpensesGrp/TotalAmt35286
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueMiscGrp/Desc0ESCROW REFUND
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/Desc2VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01790
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01790
IRS990/OtherRevenueTotalAmt01790
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06109
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034617
IRS990/OtherSalariesAndWagesGrp/TotalAmt040726
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/RelatedOrExemptFuncIncomeAmt02331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1344186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1344186
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0476
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0193537
IRS990/PYOtherRevenueAmt039310
IRS990/PYProgramServiceRevenueAmt0339663
IRS990/PYRevenuesLessExpensesAmt0104051
IRS990/PYSalariesCompEmpBnftPaidAmt081861
IRS990/PYTotalExpensesAmt0275398
IRS990/PYTotalRevenueAmt0379449
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt062396
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0168991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176036
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04187
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0107637
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111824
IRS990ScheduleD/ExpensesSubtotalAmt0286670
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08368
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08368
IRS990ScheduleD/RevenueSubtotalAmt0349066
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04187
IRS990ScheduleD/TotalExpensesPerForm990Amt0286670
IRS990ScheduleD/TotalRevenuePerForm990Amt0349066
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0349066
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0286670
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/BOYAmt015523
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015125
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0449805
IRS990/TotalAssetsEOYAmt0515596
IRS990/TotalAssetsGrp/BOYAmt0449805
IRS990/TotalAssetsGrp/EOYAmt0515596
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037139
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210456
IRS990/TotalFunctionalExpensesGrp/TotalAmt0286670
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05152
IRS990/TotalLiabilitiesEOYAmt08547
IRS990/TotalLiabilitiesGrp/BOYAmt05152
IRS990/TotalLiabilitiesGrp/EOYAmt08547
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0444653
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0507049
IRS990/TotalProgramServiceRevenueAmt0346517
IRS990/TotalReportableCompFromOrgAmt039075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0349066
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0349066
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0449805
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0515596

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,596
Liabilities
$8,547
Net assets
$507,049
Revenue
$349,066
Expenses
$286,670
Net income
$62,396
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