Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2021 • EIN 23-7328590

Sep 01, 2020 to Aug 31, 2021 • Filed on Feb 23, 2022

Organization ProfileWWW.MYSVEA.ORG
25201 Paseo DE AliciaLaguna Hills, CA 92653

(949) 951-5373

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-4.1%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$12,302

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-12%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-4.0%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$471,507

Down $65,937 (-12%) from 2020

Net Assets

Down

$471,507

Down $11,209 (-2.3%) from 2020

Liabilities

Down

$0

Down $54,728 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin22nd percentile

Revenue

Down

$272,714

Down $11,255 (-4.0%) from 2020

Expenses

Down

$283,923

Down $71,567 (-20%) from 2020

Net Income

Up

-$11,209

Up $60,312 (+84%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$471,507
Liabilities$0
Net Assets$471,507
Open 2021 Filing

Operations Trend

Revenue Growth37th 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

2021

Revenue$272,714
Expenses$283,923
Net Income-$11,209
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Feb 23, 2022
Return Version
2020v4.2
Gross Receipts
$272,714
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$398,984$330,280▼ $68,704
Savings and Temporary Cash Investments$120,691$119,658▼ $1,033
Prepaid Expenses and Deferred Charges$13,166$13,360▲ $194
Land, Buildings, and Equipment, Net$4,603$6,459▲ $1,856
Accounts Receivable-$1,750-
Total Assets$537,444$471,507▼ $65,937
Liabilities
Accounts Payable and Accrued Expenses$54,728--
Total Liabilities$54,728$0▼ $54,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$468,386$458,083▼ $10,303
Net Assets With Donor Restrictions$14,330$13,424▼ $906
Total Net Assets Fund Balance$482,716$471,507▼ $11,209
Total Liabilities and Net Assets / Fund Balance$537,444$471,507▼ $65,937

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,459$118,114$124,573
Leasehold Improvements$0$6,407$6,407
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joyanne GoodfellowPresidentPT$12,302$12,302
Patty StewartContract/grievance ChairPT$11,533$11,533
Tania FieldsTreasurer-$5,228$5,228
Erin MaguireSecretary-$4,614$4,614
Caryn AndersonBargaining Team-$4,152$4,152
Elise GreysonBargaining Team-$4,152$4,152
Frank WernerBargaining Team-$4,152$4,152
Dan MorenoVice President-$3,076$3,076
Juli StowersCTA State Council Rep-$3,076$3,076
Mark WarffuelRep-at-large-$3,076$3,076
Mike BartetzkoCTA State Council Rep-$3,076$3,076
Ramona GonzalezRep-at-large-$3,076$3,076
Revenue and Support

Revenue Composition

Contributions and Grants
$8,672
Program Service Revenue
$238,736
Investment Income
$779
Other Revenue
$24,527
All Other Contributions
$8,672
Change in Net Assets
$-11,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$272,714
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$66,014
Total Revenue per Audited Statements
$338,728
Total Revenue per Form 990
$272,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$169,506
Other Expenses$114,417
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,786$43,706-$88,492
Occupancy-$81,873-$81,873
Current Officers, Directors, Trustees, and Key Employees$52,481$9,032-$61,513
Payroll Taxes$11,531--$11,531
Fees for Services Accounting-$10,765-$10,765
Other Employee Benefits-$7,970-$7,970
Information Technology-$3,509-$3,509
All Other Expenses$2,989--$2,989
Office Expenses-$2,341-$2,341
Insurance-$1,446-$1,446
Conferences and Meetings$1,409--$1,409
Other Expenses$1,500$1,116-$1,116
Depreciation Depletion-$776-$776
Total Functional Expenses$114,696$169,227$0$283,923

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$375,551
Expenses per Audited Statements$283,923
Total Expenses per Form 990$283,923
Expenses Not Reported on Form 990$91,628
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 92653

Signing Officer

Name
Joyanne Goodfellow
Title
President
Phone
9499515373
Signed
2022-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyanne Goodfellow
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
18
Volunteers
0

Preparer

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“To remove pac activity 66,014.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“To remove pac activity 91,628.”

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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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0238736
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011100
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01320
IRS990/PYOtherExpensesAmt0222975
IRS990/PYOtherRevenueAmt01796
IRS990/PYProgramServiceRevenueAmt0269753
IRS990/PYRevenuesLessExpensesAmt0-71521
IRS990/PYSalariesCompEmpBnftPaidAmt0132515
IRS990/PYTotalExpensesAmt0355490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0283969
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-11209
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0238736
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120691
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119658
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06459
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0118114
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124573
IRS990ScheduleD/ExpensesNotReportedAmt091628
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0283923
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherExpensesIncludedAmt091628
IRS990ScheduleD/OtherRevenueAmt066014
IRS990ScheduleD/RevenueNotReportedAmt066014
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0272714
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO REMOVE PAC ACTIVITY 66,014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TO REMOVE PAC ACTIVITY 91,628.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06459
IRS990ScheduleD/TotalExpensesPerForm990Amt0283923
IRS990ScheduleD/TotalRevenuePerForm990Amt0272714
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0338728
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0375551
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0537444
IRS990/TotalAssetsEOYAmt0471507
IRS990/TotalAssetsGrp/BOYAmt0537444
IRS990/TotalAssetsGrp/EOYAmt0471507
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08672
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0169227
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114696
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283923
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054728
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt054728
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0482716
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471507
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0114696
IRS990/TotalProgramServiceRevenueAmt0238736
IRS990/TotalReportableCompFromOrgAmt061513
IRS990/TotalRevenueGrp/ExclusionAmt0779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0263263
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272714
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0537444
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471507
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025201 PASEO DE ALICIA
IRS990/USAddress/CityNm0LAGUNA HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092653
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MYSVEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYANNE GOODFELLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09499515373
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
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/ZIPCd092653
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/PreparationDt02022-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02022-02-23T11:12:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOODFELLOW
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,507
Liabilities
$0
Net assets
$471,507
Revenue
$272,714
Expenses
$283,923
Net income
-$11,209
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