Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2018 • EIN 23-7328590

Sep 01, 2017 to Aug 31, 2018 • Filed on May 20, 2019

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

0.04x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.07x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$8,971

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.0%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$605,054

Up $62,939 (+12%) from 2017

Net Assets

Up

$581,316

Up $50,317 (+9.5%) from 2017

Liabilities

Up

$23,738

Up $12,622 (+114%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin75th percentile

Revenue

Down

$347,682

Down $7,073 (-2.0%) from 2017

Expenses

Down

$297,365

Down $33,439 (-10%) from 2017

Net Income

Up

$50,317

Up $26,366 (+110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2018

Assets$605,054
Liabilities$23,738
Net Assets$581,316
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$347,682
Expenses$297,365
Net Income$50,317
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 20, 2019
Return Version
2017v2.2
Gross Receipts
$347,682
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$370,841$419,077▲ $48,236
Savings and Temporary Cash Investments$143,747$162,758▲ $19,011
Prepaid Expenses and Deferred Charges$9,873$18,116▲ $8,243
Land, Buildings, and Equipment, Net$5,419$5,103▼ $316
Accounts Receivable-$0-
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$542,115$605,054▲ $62,939
Other Assets Total$12,235$0▼ $12,235
Liabilities
Accounts Payable and Accrued Expenses$11,116$23,737▲ $12,621
Other Liabilities-$1-
Total Liabilities$11,116$23,738▲ $12,622
Net Assets / Fund Balance
Unrestricted Net Assets$516,273$566,988▲ $50,715
Temporarily Rstr Net Assets$14,726$14,328▼ $398
Total Net Assets Fund Balance$530,999$581,316▲ $50,317
Total Liabilities and Net Assets / Fund Balance$542,115$605,054▲ $62,939

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,328$108,245$113,573
Other Land Buildings$-225$8,593$8,368
Leasehold Improvements-$6,407$6,407
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Denise BradfordPresident & CEOPT$8,971$8,971
Patty StewartDirectorPT$6,728$6,728
TfieldsTreasurerPT$3,050$3,050
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
Victoria ArmstrongDirector-$2,018$2,018
Charmaine PotterDirector-$1,794$1,794
RajadhyakshaDirector-$1,794$1,794
Ramona GonzalesDirector-$1,794$1,794
Stephani JonesDirector-$1,794$1,794
Carol AshdownDirector-$1,133$1,133
Wendy GrinsteadDirector-$430$430
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$343,640
Investment Income
$1,138
Other Revenue
$2,904
Change in Net Assets
$50,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$347,682
Total Revenue per Audited Statements
$347,682
Total Revenue per Form 990
$347,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,685
Salaries, Compensation, and Employee Benefits$98,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$59,661$10,528-$70,189
Other Salaries and Wages$44,496$7,852-$52,348
Current Officers, Directors, Trustees, and Key Employees---$41,886
All Other Expenses$24,760$4,369-$29,129
Conferences and Meetings$20,970$3,700-$24,670
Fees for Services Accounting$7,228$1,275-$8,503
Other Expenses$5,275$931-$6,206
Office Expenses$4,222$745-$4,967
Other Employee Benefits$3,779$667-$4,446
Insurance$1,034$182-$1,216
Information Technology$766$135-$901
Depreciation Depletion$268$47-$315
Total Functional Expenses$217,160$38,319$0$297,365

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$297,365
Total Expenses per Audited Statements$297,365
Total Expenses per Form 990$297,365
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
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
Denise Bradford
Title
President & CEO
Signed
2019-05-20
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/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01138
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01138
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0123245
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05419
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05103
IRS990/LandBldgEquipCostOrOtherBssAmt0128348
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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/NetAssetsOrFundBalancesBOYAmt0530999
IRS990/NetAssetsOrFundBalancesEOYAmt0581316
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010528
IRS990/OccupancyGrp/ProgramServicesAmt059661
IRS990/OccupancyGrp/TotalAmt070189
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0745
IRS990/OfficeExpensesGrp/ProgramServicesAmt04222
IRS990/OfficeExpensesGrp/TotalAmt04967
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt012235
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0667
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03779
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04446
IRS990/OtherExpensesGrp/Desc0EXECUTIVE DIRECTOR
IRS990/OtherExpensesGrp/Desc1STIPENDS
IRS990/OtherExpensesGrp/Desc2COMMUNITY ENGAGEMENT
IRS990/OtherExpensesGrp/Desc3ACTIVITIES AND PROGRAMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12642
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21687
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3931
IRS990/OtherExpensesGrp/ProgramServicesAmt020171
IRS990/OtherExpensesGrp/ProgramServicesAmt114971
IRS990/OtherExpensesGrp/ProgramServicesAmt29559
IRS990/OtherExpensesGrp/ProgramServicesAmt35275
IRS990/OtherExpensesGrp/TotalAmt023730
IRS990/OtherExpensesGrp/TotalAmt117613
IRS990/OtherExpensesGrp/TotalAmt211246
IRS990/OtherExpensesGrp/TotalAmt36206
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueMiscGrp/Desc0ESCROW REFUND
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/Desc2VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02904
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02904
IRS990/OtherRevenueTotalAmt02904
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07852
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044496
IRS990/OtherSalariesAndWagesGrp/TotalAmt052348
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018116
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AGENCY FEE REBATES
IRS990/ProgramServiceRevenueGrp/Desc1GRANTS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1338573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1338573
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0944
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0252016
IRS990/PYOtherRevenueAmt04153
IRS990/PYProgramServiceRevenueAmt0349658
IRS990/PYRevenuesLessExpensesAmt023951
IRS990/PYSalariesCompEmpBnftPaidAmt078788
IRS990/PYTotalExpensesAmt0330804
IRS990/PYTotalRevenueAmt0354755
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050317
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143747
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162758
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05328
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108245
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0113573
IRS990ScheduleD/ExpensesSubtotalAmt0297365
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-225
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08593
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08368
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/RevenueSubtotalAmt0347682
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05103
IRS990ScheduleD/TotalExpensesPerForm990Amt0297365
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleD/TotalRevenuePerForm990Amt0347682
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0347682
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0297365
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/BOYAmt014726
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt014328
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0542115
IRS990/TotalAssetsEOYAmt0605054
IRS990/TotalAssetsGrp/BOYAmt0542115
IRS990/TotalAssetsGrp/EOYAmt0605054
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt014

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,054
Liabilities
$23,738
Net assets
$581,316
Revenue
$347,682
Expenses
$297,365
Net income
$50,317
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