Civic Intelligence

Sustainable Valley Techonology Group

990EZ • Fiscal year 2015 • EIN 27-3160913

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2015

PO Box 1075Medford, OR 97501

(541) 414-0000

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$47,189

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$91,267

No earlier filing loaded for comparison.

Net Assets

$90,628

No earlier filing loaded for comparison.

Liabilities

$639

No earlier filing loaded for comparison.

Revenue

$142,540

No earlier filing loaded for comparison.

Expenses

$136,066

No earlier filing loaded for comparison.

Net Income

$6,474

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2015: $91,267Liabilities 2015: $639Net Assets 2015: $90,6282015Assets 2016: $90,834Liabilities 2016: $450Net Assets 2016: $90,3842016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$91,267
Liabilities$639
Net Assets$90,628

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2015: $142,540Expenses 2015: $136,066Net Income 2015: $6,4742015Revenue 2016: $158,801Expenses 2016: $159,045Net Income 2016: -$2442016Revenue 2017: $4,369Expenses 2017: $82,069Net Income 2017: -$77,7002017

Highlighted filing

2015

Revenue$142,540
Expenses$136,066
Net Income$6,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2015
Return Version
2014v6.0
Gross Receipts
$142,540
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$96,738
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER STRAFFORDProgram MangerFT$46,701$488$47,189
JESSICA GOMEZChairpersonPT$0--
JAY HARLANDBoard Member-$0--
JOAN MCBEEBoard Member-$0--
MIKE LYNCHBoard Member/Treasurer-$0--
CHRIS MAPLESBoard Member-$0--
MIKE STADNISKYBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Sustainable Valley Technology Group
EIN
27-3160913
Phone
5414140000
Address
PO BOX 1075, MEDFORD, OR 97501

Signing Officer

Name
Jessica Gomez
Title
President/chair
Phone
5414140000
Signed
2015-01-11
Discuss with paid preparer
Yes

Preparer

Firm
John a Warekois CPA LLC
Address
2745 N Pacific Hwy, Medford, OR 97501-1671
Preparer
John a Warekois
Phone
5417722410
Supplemental Narrative

Additional Explanations

Other

Primary purpose: the mission of sustainable valley technology group is to educate business and comunity leaders in the rogue valley region about the challenges and opportunities created by sustainable development; help the region take better advantage of these oppotunities; and help establish the region as a center for sustainable technology and business development

Other

Program accomplishments: our primary program is our accelerator program offered to growing companies priarily located in southern oregon. This program connects the participating companies with the mentors and business acumen necessary for long-term success by providing one on one mentorship and intensive seminar training during our 12-week long accelerator. The final step of this program is connecting the participating companies with funders and providing consistent guidance for the following yearlong "incubation" period.

Form 990EZ, Part I, Line 16

Business expenses 2870. Office expenses 8759. Systems expenses 967. Travel expenses 18532. Other operating expenses 437. Interest expense 413. Bad debt expense 12500. Depreciation 7180.

Form 990EZ, Part II, Line 24

Accounts receivable 15000. 15000. Employee loan receivable 507. 0. Prepaid expenses 900. 0. Net fixed assets 36241. 30491. Total other assets 0. 0.

Form 990EZ, Part II, Line 26

Accounts payable 9283. 189. Accured expenses 1810. 450.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY PURPOSE: THE MISSION OF SUSTAINABLE VALLEY TECHNOLOGY GROUP IS TO EDUCATE BUSINESS AND COMUNITY LEADERS IN THE ROGUE VALLEY REGION ABOUT THE CHALLENGES AND OPPORTUNITIES CREATED BY SUSTAINABLE DEVELOPMENT; HELP THE REGION TAKE BETTER ADVANTAGE OF THESE OPPOTUNITIES; AND HELP ESTABLISH THE REGION AS A CENTER FOR SUSTAINABLE TECHNOLOGY AND BUSINESS DEVELOPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM ACCOMPLISHMENTS: OUR PRIMARY PROGRAM IS OUR ACCELERATOR PROGRAM OFFERED TO GROWING COMPANIES PRIARILY LOCATED IN SOUTHERN OREGON. THIS PROGRAM CONNECTS THE PARTICIPATING COMPANIES WITH THE MENTORS AND BUSINESS ACUMEN NECESSARY FOR LONG-TERM SUCCESS BY PROVIDING ONE ON ONE MENTORSHIP AND INTENSIVE SEMINAR TRAINING DURING OUR 12-WEEK LONG ACCELERATOR. THE FINAL STEP OF THIS PROGRAM IS CONNECTING THE PARTICIPATING COMPANIES WITH FUNDERS AND PROVIDING CONSISTENT GUIDANCE FOR THE FOLLOWING YEARLONG "INCUBATION" PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS EXPENSES 2870. OFFICE EXPENSES 8759. SYSTEMS EXPENSES 967. TRAVEL EXPENSES 18532. OTHER OPERATING EXPENSES 437. INTEREST EXPENSE 413. BAD DEBT EXPENSE 12500. DEPRECIATION 7180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 15000. 15000. EMPLOYEE LOAN RECEIVABLE 507. 0. PREPAID EXPENSES 900. 0. NET FIXED ASSETS 36241. 30491. TOTAL OTHER ASSETS 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE 9283. 189. ACCURED EXPENSES 1810. 450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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