Civic Intelligence

Saddleback Valley Educators Association

990 • Fiscal year 2023 • EIN 23-7328590

Sep 01, 2022 to Aug 31, 2023 • Filed on Mar 04, 2024

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

93rd percentile

0.32x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

0.82x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

87th percentile

27%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$12,365

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

97th percentile

67%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

5.3%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$760,798

Up $304,281 (+67%) from 2022

Net Assets

Up

$518,107

Up $80,057 (+18%) from 2022

Liabilities

Up

$242,691

Up $224,224 (+1214%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin87th percentile

Revenue

Up

$294,383

Up $14,812 (+5.3%) from 2022

Expenses

Down

$214,326

Down $98,702 (-32%) from 2022

Net Income

Up

$80,057

Up $113,514 (+339%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$760,798
Liabilities$242,691
Net Assets$518,107
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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

2023

Revenue$294,383
Expenses$214,326
Net Income$80,057
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Mar 4, 2024
Return Version
2022v5.0
Gross Receipts
$294,383
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$164,951$350,775▲ $185,824
Savings and Temporary Cash Investments$135,700$134,528▼ $1,172
Prepaid Expenses and Deferred Charges$14,056$14,056→ $0
Accounts Receivable$136,127$11,512▼ $124,615
Land, Buildings, and Equipment, Net$5,683$9,213▲ $3,530
Total Assets$456,517$760,798▲ $304,281
Other Assets Total$0$240,714▲ $240,714
Liabilities
Other Liabilities$0$240,714▲ $240,714
Accounts Payable and Accrued Expenses$18,467$1,977▼ $16,490
Total Liabilities$18,467$242,691▲ $224,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$416,027$496,082▲ $80,055
Net Assets With Donor Restrictions$22,023$22,025▲ $2
Total Net Assets Fund Balance$438,050$518,107▲ $80,057
Total Liabilities and Net Assets / Fund Balance$456,517$760,798▲ $304,281

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,213$120,742$129,955
Leasehold Improvements$0$6,407$6,407
Other Assets Org$240,714--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frank WernerBargaining Chair-$12,365$12,365
Joyanne GoodfellowPresidentPT$11,277$11,277
Toni FieldsTreasurer-$6,579$6,579
Juli StowersCTA State Council Rep-$6,344$6,344
Dan MorenoVice President-$5,639$5,639
Erin MaguireSecretary-$4,230$4,230
Andi SuterBargaining Team-$3,806$3,806
Caryn AndersonBargaining Team-$3,806$3,806
Mike LeeBargaining Team-$3,806$3,806
Mike BartetzkoCTA State Council Rep-$2,819$2,819
Rozie SundstedtRep-at-large-$2,478$2,478
Elise GreysonBargaining Team-$2,076$2,076
Stephanie JonesRep-at-large-$1,452$1,452

Board Members and Trustees

NameTitle
Frank OppedisanoExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,506
Investment Income
$1,016
Other Revenue
$16,861
Change in Net Assets
$80,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,237
Salaries, Compensation, and Employee Benefits$88,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,007$16,670-$66,677
Occupancy-$45,724-$45,724
Conferences and Meetings$24,276--$24,276
All Other Expenses$9,446$2,905-$12,351
Payroll Taxes$12,328--$12,328
Fees for Services Accounting-$8,960-$8,960
Other Salaries and Wages$2,962$2,910-$5,872
Office Expenses-$3,763-$3,763
Other Employee Benefits-$3,212-$3,212
Other Expenses$2,000$4,819-$2,000
Depreciation Depletion-$1,852-$1,852
Insurance-$1,674-$1,674
Information Technology-$1,322-$1,322
Total Functional Expenses$101,019$113,307$0$214,326
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$240,714
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
2024-03-04
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
61

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Raw XML AppendixShowing 400 of 404 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018467
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01977
IRS990/AccountsReceivableGrp/BOYAmt0136127
IRS990/AccountsReceivableGrp/EOYAmt011512
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02905
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09446
IRS990/AllOtherExpensesGrp/TotalAmt012351
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TANIA FIELDS
IRS990/BooksInCareOfDetail/PhoneNum09499515373
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025201 PASEO DE ALICIA
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAGUNA HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0926534659
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0164951
IRS990/CashNonInterestBearingGrp/EOYAmt0350775
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016670
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt050007
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066677
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt024276
IRS990/ConferencesMeetingsGrp/TotalAmt024276
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01016
IRS990/CYOtherExpensesAmt0126237
IRS990/CYOtherRevenueAmt016861
IRS990/CYProgramServiceRevenueAmt0276506
IRS990/CYRevenuesLessExpensesAmt080057
IRS990/CYSalariesCompEmpBnftPaidAmt088089
IRS990/CYTotalExpensesAmt0214326
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294383
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01852
IRS990/DepreciationDepletionGrp/TotalAmt01852
IRS990/Desc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt022023
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt022025
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0101019
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08960
IRS990/FeesForServicesAccountingGrp/TotalAmt08960
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1ELISE GREYSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ROZIE SUNDSTEDT
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE BARTETZKO
IRS990/Form990PartVIISectionAGrp/PersonNm4CARYN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDI SUTER
IRS990/Form990PartVIISectionAGrp/PersonNm7ERIN MAGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm8DAN MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm9JULI STOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm10TONI FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOYANNE GOODFELLOW
IRS990/Form990PartVIISectionAGrp/PersonNm12FRANK WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANK OPPEDISANO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22478
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32819
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt53806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt63806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt85639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt96344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt106579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1111277
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1212365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0REP-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BARGAINING TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt2REP-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CTA STATE COUNCIL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4BARGAINING TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt5BARGAINING TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt6BARGAINING TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CTA STATE COUNCIL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12BARGAINING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0294383
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01322
IRS990/InformationTechnologyGrp/TotalAmt01322
IRS990/InsuranceGrp/ManagementAndGeneralAmt01674
IRS990/InsuranceGrp/TotalAmt01674
IRS990/InvestmentIncomeGrp/ExclusionAmt01016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01016
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127149
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05683
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09213
IRS990/LandBldgEquipCostOrOtherBssAmt0136362
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0438050
IRS990/NetAssetsOrFundBalancesEOYAmt0518107
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0416027
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0496082
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045724
IRS990/OccupancyGrp/TotalAmt045724
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03763
IRS990/OfficeExpensesGrp/TotalAmt03763
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0240714
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03212
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03212
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1MEMBER RELATIONS
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011979
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17517
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24819
IRS990/OtherExpensesGrp/ProgramServicesAmt02000
IRS990/OtherExpensesGrp/TotalAmt011979
IRS990/OtherExpensesGrp/TotalAmt17517
IRS990/OtherExpensesGrp/TotalAmt24819
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0240714
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016861
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016861
IRS990/OtherRevenueTotalAmt016861
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02910
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02962
IRS990/OtherSalariesAndWagesGrp/TotalAmt05872
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt012328
IRS990/PayrollTaxesGrp/TotalAmt012328
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014056
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014056
IRS990/PrincipalOfficerNm0JOYANNE GOODFELLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0276506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0276506
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017194
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0433
IRS990/PYOtherExpensesAmt0177600
IRS990/PYOtherRevenueAmt02648
IRS990/PYProgramServiceRevenueAmt0259296
IRS990/PYRevenuesLessExpensesAmt0-33457
IRS990/PYSalariesCompEmpBnftPaidAmt0135428
IRS990/PYTotalExpensesAmt0313028
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0279571
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt080057
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0309672
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134528
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0120742
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129955
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06407
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0240714
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0240714
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09213
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0240714
IRS990ScheduleD/TotalLiabilityAmt0240714
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/TotalAssetsBOYAmt0456517
IRS990/TotalAssetsEOYAmt0760798
IRS990/TotalAssetsGrp/BOYAmt0456517
IRS990/TotalAssetsGrp/EOYAmt0760798
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214326
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018467
IRS990/TotalLiabilitiesEOYAmt0242691
IRS990/TotalLiabilitiesGrp/BOYAmt018467
IRS990/TotalLiabilitiesGrp/EOYAmt0242691
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0438050
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0518107
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101019
IRS990/TotalProgramServiceRevenueAmt0276506
IRS990/TotalReportableCompFromOrgAmt066677
IRS990/TotalRevenueGrp/ExclusionAmt01016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0293367
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294383
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt061
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0456517
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0760798
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYANNE GOODFELLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09499515373
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02024-03-04T11:11:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYANNE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$760,798
Liabilities
$242,691
Net assets
$518,107
Revenue
$294,383
Expenses
$214,326
Net income
$80,057
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