Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2020 • EIN 23-7328590

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 10, 2021

Organization ProfileWWW.MYSVEA.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

81st percentile

0.10x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-25%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$10,252

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

100th percentile

10974%

Faster asset growth than 100% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$537,444

Up $532,591 (+10974%) from 2019

Net Assets

Down

$482,716

Down $98,350 (-17%) from 2019

Liabilities

$54,728

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin5th percentile

Revenue

Up

$283,969

Up $283,969 from 2019

Expenses

Up

$355,490

Up $355,240 (+142096%) from 2019

Net Income

Down

-$71,521

Down $71,271 (-28508%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2020

Assets$537,444
Liabilities$54,728
Net Assets$482,716
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$283,969
Expenses$355,490
Net Income-$71,521
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 10, 2021
Return Version
2019v5.2
Gross Receipts
$283,969
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$513,701$398,984▼ $114,717
Savings and Temporary Cash Investments$71,273$120,691▲ $49,418
Prepaid Expenses and Deferred Charges$18,270$13,166▼ $5,104
Land, Buildings, and Equipment, Net$4,853$4,603▼ $250
Total Assets$608,097$537,444▼ $70,653
Liabilities
Accounts Payable and Accrued Expenses$28,218$54,728▲ $26,510
Other Liabilities$1$0▼ $1
Total Liabilities$28,219$54,728▲ $26,509
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,550$468,386▼ $97,164
Net Assets With Donor Restrictions$14,328$14,330▲ $2
Total Net Assets Fund Balance$579,878$482,716▼ $97,162
Total Liabilities and Net Assets / Fund Balance$608,097$537,444▼ $70,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,603$117,338$121,941
Leasehold Improvements$0$6,407$6,407
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Denise BradfordPresidentPT$10,252$10,252
Patty StewartContract/grievance ChairPT$9,611$9,611
Toni FieldsTreasurer-$4,357$4,357
Joyanne GoodfellowSecretary-$3,845$3,845
Juli StowersCTA State Council Rep-$2,563$2,563
Mark WarffuelRep-at-large-$2,563$2,563
Ramona GonzalezRep-at-large-$2,563$2,563
Todd SchulmanCTA State Council Rep-$2,563$2,563
Tori ArmstrongCTA State Council Rep-$2,563$2,563
Wendi GrinsteadVice President-$2,563$2,563
Revenue and Support

Revenue Composition

Contributions and Grants
$11,100
Program Service Revenue
$269,753
Investment Income
$1,320
Other Revenue
$1,796
All Other Contributions
$11,100
Change in Net Assets
$-71,521

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,969
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,676
Total Revenue per Audited Statements
$329,645
Total Revenue per Form 990
$283,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,975
Salaries, Compensation, and Employee Benefits$132,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$78,675-$78,675
Fees for Services Other$70,980--$70,980
Other Salaries and Wages$36,522$32,305-$68,827
Current Officers, Directors, Trustees, and Key Employees$23,053$20,390-$43,443
Payroll Taxes$11,866--$11,866
Conferences and Meetings$10,229--$10,229
Other Employee Benefits-$8,379-$8,379
Fees for Services Accounting-$7,888-$7,888
Office Expenses-$4,514-$4,514
Information Technology-$3,870-$3,870
All Other Expenses$3,778--$3,778
Insurance-$1,570-$1,570
Other Expenses$1,390$4,282-$1,390
Depreciation Depletion-$250-$250
Total Functional Expenses$181,801$173,689$0$355,490

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$362,405
Expenses per Audited Statements$355,490
Total Expenses per Form 990$355,490
Expenses Not Reported on Form 990$6,915
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president and treasurer review and approve the 990”

Form 990, Part VI, Section B, Line 15

“Statistical data for the surrounding area is gathered and reviewed to determine average salary for specific job requirements and responsibilities”

Form 990, Part VI, Section C, Line 19

“Upon written request the organization will make available the governing documents, policies and/or financial statements”

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
President CEO
Title
President
Phone
9499515373
Signed
2021-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyanne Goodfelloe
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
17
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Peter Wesch
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Executive director: program service expenses 70,980. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,980.”

FORM 990, PART XI, LINE 9:

“Removing pac activity from prior return -25,641.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“To remove pac activity 45,676.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“To remove pac activity 6,915.”

Raw XML Appendix385 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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IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-71521
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0269753
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071273
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120691
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04603
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117338
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0121941
IRS990ScheduleD/ExpensesNotReportedAmt06915
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0355490
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherExpensesIncludedAmt06915
IRS990ScheduleD/OtherRevenueAmt045676
IRS990ScheduleD/RevenueNotReportedAmt045676
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0283969
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO REMOVE PAC ACTIVITY 45,676.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TO REMOVE PAC ACTIVITY 6,915.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04603
IRS990ScheduleD/TotalExpensesPerForm990Amt0355490
IRS990ScheduleD/TotalRevenuePerForm990Amt0283969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0329645
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0362405
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER REVIEW AND APPROVE THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATISTICAL DATA FOR THE SURROUNDING AREA IS GATHERED AND REVIEWED TO DETERMINE AVERAGE SALARY FOR SPECIFIC JOB REQUIREMENTS AND RESPONSIBILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST THE ORGANIZATION WILL MAKE AVAILABLE THE GOVERNING DOCUMENTS, POLICIES AND/OR FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR: PROGRAM SERVICE EXPENSES 70,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REMOVING PAC ACTIVITY FROM PRIOR RETURN -25,641.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0608097
IRS990/TotalAssetsEOYAmt0537444
IRS990/TotalAssetsGrp/BOYAmt0608097
IRS990/TotalAssetsGrp/EOYAmt0537444
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011100
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0355490
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028219
IRS990/TotalLiabilitiesEOYAmt054728
IRS990/TotalLiabilitiesGrp/BOYAmt028219
IRS990/TotalLiabilitiesGrp/EOYAmt054728
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0579878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0482716
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0181801
IRS990/TotalProgramServiceRevenueAmt0269753
IRS990/TotalReportableCompFromOrgAmt043443
IRS990/TotalRevenueGrp/ExclusionAmt01320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0271549
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0537444
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025201 PASEO DE ALICIA
IRS990/USAddress/CityNm0LAGUNA HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092656
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MYSVEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT CEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09499515373
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADDLEBACK VALLEY EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SADD
ReturnHeader/Filer/EIN0237328590
ReturnHeader/Filer/PhoneNum09499515373
ReturnHeader/Filer/USAddress/AddressLine1Txt025201 PASEO DE ALICIA
ReturnHeader/Filer/USAddress/CityNm0LAGUNA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MARION & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER WESCH
ReturnHeader/ReturnTs02021-06-10T10:47:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,444
Liabilities
$54,728
Net assets
$482,716
Revenue
$283,969
Expenses
$355,490
Net income
-$71,521
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