Civic Intelligence

Saddleback Valley Educators Association

990EZ • Fiscal year 2019 • EIN 23-7328590

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 06, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

1st percentile

-99%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,853

Down $600,201 (-99%) from 2018

Net Assets

Down

$581,066

Down $250 (-0.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $347,682 (-100%) from 2018

Expenses

Down

$250

Down $297,115 (-100%) from 2018

Net Income

Down

-$250

Down $50,567 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2019

Assets$4,853
Liabilities-
Net Assets$581,066
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$250
Net Income-$250
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMONA GONZALESDirector-$0--
Victoria ArmstrongDirector-$0--
CAROL ASHDOWNDirector-$0--
WENDY GRINSTEADDirector-$0--
JACQUI OCHOADirector-$0--
TFIELDSTreasurerPT$0--
Charmaine PotterDirector-$0--
Denise BradfordPresident & CEOPT$0--
PATRICIA SCOFIELDDirector-$0--
PATTY STEWARTDirectorPT$0--
ELISE GREYSONDirector-$0--
DONNA O'CONNERDirector-$0--
FRANK WERNERDirector-$0--
STEPHANI JONESDirector-$0--
RAJADHYAKSHADirector-$0--
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
2020-01-06
Discuss with paid preparer
Yes

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 Expenses.1009

“Depreciation $250”

Other Assets.1002

“Furniture and Fixtures - Beginning $-225 Furniture and Fixtures - Ending $-225”

Other Assets.1003

“Machinery and Equipment - Beginning $5328 Machinery and Equipment - Ending $5078”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $18116 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $23737 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix152 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAMONA GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Victoria Armstrong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL ASHDOWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TFIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Charmaine Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Denise Bradford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICIA SCOFIELD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DONNA O'CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12FRANK WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13STEPHANI JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14RAJADHYAKSHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0250
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Furniture and Fixtures - Beginning $-225 Furniture and Fixtures - Ending $-225
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Denise Bradford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADDLEBACK VALLEY EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SADD
ReturnHeader/Filer/EIN0237328590
ReturnHeader/Filer/PhoneNum09499515373
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ReturnHeader/Filer/USAddress/CityNm0LAGUNA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01622 W 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917662503
ReturnHeader/PreparerPersonGrp/PhoneNum09513167848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME KERN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-06T14:56:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,853
Liabilities
-
Net assets
$581,066
Revenue
$0
Expenses
$250
Net income
-$250
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