Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2017 • EIN 23-7328590

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 06, 2018

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

62nd percentile

0.02x

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

55th percentile

5.1%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

1.6%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$542,115

Up $26,519 (+5.1%) from 2016

Net Assets

Up

$530,999

Up $23,950 (+4.7%) from 2016

Liabilities

Up

$11,116

Up $2,569 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin56th percentile

Revenue

Up

$354,755

Up $5,689 (+1.6%) from 2016

Expenses

Up

$330,804

Up $44,134 (+15%) from 2016

Net Income

Down

$23,951

Down $38,445 (-62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$542,115
Liabilities$11,116
Net Assets$530,999
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$354,755
Expenses$330,804
Net Income$23,951
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 6, 2018
Return Version
2016v3.0
Gross Receipts
$354,755
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$304,860$370,841▲ $65,981
Savings and Temporary Cash Investments$176,036$143,747▼ $32,289
Prepaid Expenses and Deferred Charges$9,873$9,873→ $0
Accounts Receivable$8,405$0▼ $8,405
Land, Buildings, and Equipment, Net$4,187$5,419▲ $1,232
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$515,596$542,115▲ $26,519
Other Assets Total$12,235$12,235→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,547$11,116▲ $2,569
Total Liabilities$8,547$11,116▲ $2,569
Net Assets / Fund Balance
Unrestricted Net Assets$491,924$516,273▲ $24,349
Temporarily Rstr Net Assets$15,125$14,726▼ $399
Total Net Assets Fund Balance$507,049$530,999▲ $23,950
Total Liabilities and Net Assets / Fund Balance$515,596$542,115▲ $26,519

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,644$107,929$113,573
Other Land Buildings$-225$8,593$8,368
Leasehold Improvements-$6,407$6,407
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Denise BradfordPresident & CEOPT$8,971$8,971
Patty StewartDirectorPT$6,728$6,728
Victoria ArmstrongDirector-$4,037$4,037
Jacqui OchoaDirector-$2,692$2,692
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
Debbie OsborneDirector-$1,830$1,830
Charmaine PotterDirector-$1,794$1,794
Joyanne GoodfellowDirector-$1,794$1,794
RajadhyakshaDirector-$1,794$1,794
Stephani JonesDirector-$1,794$1,794
TfieldsTreasurerPT$915$915

Board Members and Trustees

NameTitle
Barbara SchulmanVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$349,658
Investment Income
$944
Other Revenue
$4,153
Change in Net Assets
$23,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$354,755
Total Revenue per Audited Statements
$354,755
Total Revenue per Form 990
$354,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,016
Salaries, Compensation, and Employee Benefits$78,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$89,208$15,742-$104,950
Current Officers, Directors, Trustees, and Key Employees---$42,037
Other Salaries and Wages$29,968$5,289-$35,257
All Other Expenses$27,063$4,776-$31,839
Conferences and Meetings$8,914$1,573-$10,487
Other Expenses$8,657$1,528-$10,185
Fees for Services Accounting$6,839$1,207-$8,046
Office Expenses$3,295$582-$3,877
Other Employee Benefits$1,270$224-$1,494
Insurance$1,020$180-$1,200
Depreciation Depletion$439$78-$517
Information Technology$425$75-$500
Total Functional Expenses$245,451$43,316$0$330,804

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$330,804
Total Expenses per Audited Statements$330,804
Total Expenses per Form 990$330,804
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
Denise Bradford
Title
President & CEO
Signed
2018-03-06
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
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“ROUNDING = -$1”

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IRS990/InsuranceGrp/ProgramServicesAmt01020
IRS990/InsuranceGrp/TotalAmt01200
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0944
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0944
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0122929
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05419
IRS990/LandBldgEquipCostOrOtherBssAmt0128348
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/NetAssetsOrFundBalancesBOYAmt0507049
IRS990/NetAssetsOrFundBalancesEOYAmt0530999
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt015742
IRS990/OccupancyGrp/ProgramServicesAmt089208
IRS990/OccupancyGrp/TotalAmt0104950
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0582
IRS990/OfficeExpensesGrp/ProgramServicesAmt03295
IRS990/OfficeExpensesGrp/TotalAmt03877
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt012235
IRS990/OtherAssetsTotalGrp/EOYAmt012235
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0224
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01270
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01494
IRS990/OtherExpensesGrp/Desc0POLITICAL ACTION
IRS990/OtherExpensesGrp/Desc1STIPENDS
IRS990/OtherExpensesGrp/Desc2EXECUTIVE DIRECTOR
IRS990/OtherExpensesGrp/Desc3R & M
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07772
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21667
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31528
IRS990/OtherExpensesGrp/ProgramServicesAmt044041
IRS990/OtherExpensesGrp/ProgramServicesAmt114864
IRS990/OtherExpensesGrp/ProgramServicesAmt29448
IRS990/OtherExpensesGrp/ProgramServicesAmt38657
IRS990/OtherExpensesGrp/TotalAmt051813
IRS990/OtherExpensesGrp/TotalAmt117487
IRS990/OtherExpensesGrp/TotalAmt211115
IRS990/OtherExpensesGrp/TotalAmt310185
IRS990/OtherRevenueMiscGrp/Desc0ESCROW REFUND
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/Desc2VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04153
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04153
IRS990/OtherRevenueTotalAmt04153
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05289
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029968
IRS990/OtherSalariesAndWagesGrp/TotalAmt035257
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/RelatedOrExemptFuncIncomeAmt04819
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1344839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1344839
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0759
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0201673
IRS990/PYOtherRevenueAmt01790
IRS990/PYProgramServiceRevenueAmt0346517
IRS990/PYRevenuesLessExpensesAmt062396
IRS990/PYSalariesCompEmpBnftPaidAmt084997
IRS990/PYTotalExpensesAmt0286670
IRS990/PYTotalRevenueAmt0349066
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023951
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0143747
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05644
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0107929
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0113573
IRS990ScheduleD/ExpensesSubtotalAmt0330804
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-225
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08593
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08368
IRS990ScheduleD/RevenueSubtotalAmt0354755
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05419
IRS990ScheduleD/TotalExpensesPerForm990Amt0330804
IRS990ScheduleD/TotalRevenuePerForm990Amt0354755
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0354755
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0330804
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING = -$1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015125
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt014726
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0515596
IRS990/TotalAssetsEOYAmt0542115
IRS990/TotalAssetsGrp/BOYAmt0515596
IRS990/TotalAssetsGrp/EOYAmt0542115

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,115
Liabilities
$11,116
Net assets
$530,999
Revenue
$354,755
Expenses
$330,804
Net income
$23,951
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