Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2022 • EIN 23-7328590

Sep 01, 2021 to Aug 31, 2022 • Filed on Mar 14, 2023

Organization ProfileWWW.MYSVEA.ORG
25909 PalaMission Viejo, CA 92691

(949) 951-5373

Siviq Scores

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

Liabilities / Assets

81st percentile

0.04x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.07x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

76th percentile

$10,252

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

2.5%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$456,517

Down $14,990 (-3.2%) from 2021

Net Assets

Down

$438,050

Down $33,457 (-7.1%) from 2021

Liabilities

Up

$18,467

Up $18,467 from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin22nd percentile

Revenue

Up

$279,571

Up $6,857 (+2.5%) from 2021

Expenses

Up

$313,028

Up $29,105 (+10%) from 2021

Net Income

Down

-$33,457

Down $22,248 (-198%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$456,517
Liabilities$18,467
Net Assets$438,050
Open 2022 Filing

Operations Trend

Revenue Growth54th 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

2022

Revenue$279,571
Expenses$313,028
Net Income-$33,457
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Mar 14, 2023
Return Version
2021v4.2
Gross Receipts
$279,571
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$330,280$164,951▼ $165,329
Accounts Receivable$1,750$136,127▲ $134,377
Savings and Temporary Cash Investments$119,658$135,700▲ $16,042
Prepaid Expenses and Deferred Charges$13,360$14,056▲ $696
Land, Buildings, and Equipment, Net$6,459$5,683▼ $776
Total Assets$471,507$456,517▼ $14,990
Liabilities
Accounts Payable and Accrued Expenses-$18,467-
Total Liabilities$0$18,467▲ $18,467
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$458,083$416,027▼ $42,056
Net Assets With Donor Restrictions$13,424$22,023▲ $8,599
Total Net Assets Fund Balance$471,507$438,050▼ $33,457
Total Liabilities and Net Assets / Fund Balance$471,507$456,517▼ $14,990

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,683$118,890$124,573
Leasehold Improvements$0$6,407$6,407
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joyanne GoodfellowPresidentPT$10,252$10,252
Frank WernerBargaining Team-$6,689$6,689
Juli StowersCTA State Council Rep-$5,767$5,767
Tania FieldsTreasurer-$5,639$5,639
Dan MorenoVice President-$5,126$5,126
Erin MaguireSecretary-$3,845$3,845
Caryn AndersonBargaining Team-$3,460$3,460
Elise GreysonBargaining Team-$3,460$3,460
Mark WarffuelRep-at-large-$2,563$2,563
Mike BartetzkoCTA State Council Rep-$2,563$2,563
Andi SuterBargaining Team-$1,384$1,384
Mike LeeBargaining Team-$1,384$1,384

Board Members and Trustees

NameTitle
Rozie SundstedtCTA State Council Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$17,194
Program Service Revenue
$259,296
Investment Income
$433
Other Revenue
$2,648
All Other Contributions
$17,194
Change in Net Assets
$-33,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,600
Salaries, Compensation, and Employee Benefits$135,428
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$85,101-$85,101
Other Salaries and Wages$9,842$51,849-$61,691
Current Officers, Directors, Trustees, and Key Employees$52,132--$52,132
Conferences and Meetings$28,038--$28,038
Payroll Taxes$15,044--$15,044
Fees for Services Accounting-$11,047-$11,047
All Other Expenses$6,600$1,150-$7,750
Insurance-$6,950-$6,950
Other Employee Benefits-$6,561-$6,561
Office Expenses-$3,371-$3,371
Information Technology-$2,497-$2,497
Other Expenses$21,000$2,166-$2,166
Depreciation Depletion-$776-$776
Total Functional Expenses$132,656$180,372$0$313,028
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
Yes
Audit committee
No
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
25909 PALA, MISSION VIEJO, CA 92691

Signing Officer

Name
Joyanne Goodfellow
Title
President
Phone
9499515373
Signed
2023-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyanne Goodfellow
Formed
1973
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
15
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08672
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0779
IRS990/PYOtherExpensesAmt0114417
IRS990/PYOtherRevenueAmt024527
IRS990/PYProgramServiceRevenueAmt0238736
IRS990/PYRevenuesLessExpensesAmt0-11209
IRS990/PYSalariesCompEmpBnftPaidAmt0169506
IRS990/PYTotalExpensesAmt0283923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0272714
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-33457
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0259296
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119658
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0135700
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05683
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0118890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124573
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05683
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/TotalAssetsBOYAmt0471507
IRS990/TotalAssetsEOYAmt0456517
IRS990/TotalAssetsGrp/BOYAmt0471507
IRS990/TotalAssetsGrp/EOYAmt0456517
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017194
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180372
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132656
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313028
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt018467
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt018467
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0471507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0438050
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0132656
IRS990/TotalProgramServiceRevenueAmt0259296
IRS990/TotalReportableCompFromOrgAmt052132
IRS990/TotalRevenueGrp/ExclusionAmt0433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0261944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279571
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0471507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0456517
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025909 PALA
IRS990/USAddress/CityNm0MISSION VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092691
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.MYSVEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYANNE GOODFELLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09499515373
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADDLEBACK VALLEY EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SADD
ReturnHeader/Filer/EIN0237328590
ReturnHeader/Filer/PhoneNum09499515373
ReturnHeader/Filer/USAddress/AddressLine1Txt025909 PALA
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
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/PreparationDt02023-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02023-03-14T18:43:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOODFELLOW
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,517
Liabilities
$18,467
Net assets
$438,050
Revenue
$279,571
Expenses
$313,028
Net income
-$33,457
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