Civic Intelligence

Santa Clara Valley Retirement Foundation Inc.

990EZ • Fiscal year 2013 • EIN 32-0176531

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 18, 2013

Organization ProfileN/A
890 Main Street95050
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$65,505

Up $6,938 (+12%) from 2012

Net Assets

Up

$65,505

Up $6,938 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin79th percentile

Revenue

Up

$3,796

Up $507 (+15%) from 2012

Expenses

Down

$2,931

Down $4,266 (-59%) from 2012

Net Income

Up

$865

Up $4,773 (+122%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$80K$60K$40K$20K$0Assets 2010: $54,501Net Assets 2010: $54,5012010Assets 2012: $58,567Liabilities 2012: $0Net Assets 2012: $58,5672012Assets 2013: $65,505Liabilities 2013: $0Net Assets 2013: $65,5052013Assets 2014: $62,792Liabilities 2014: $20Net Assets 2014: $62,7722014Assets 2015: $55,132Liabilities 2015: $0Net Assets 2015: $55,1322015Assets 2016: $55,138Liabilities 2016: $0Net Assets 2016: $55,1382016Assets 2017: $55,144Liabilities 2017: $0Net Assets 2017: $55,1442017

Highlighted filing

2013

Assets$65,505
Liabilities$0
Net Assets$65,505
Open 2013 Filing

Operations Trend

Revenue Growth68th percentile

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

$10K$5.0K$0-$5.0KRevenue 2010: $3,024Expenses 2010: $70Net Income 2010: $2,9542010Revenue 2012: $3,289Expenses 2012: $7,197Net Income 2012: -$3,9082012Revenue 2013: $3,796Expenses 2013: $2,931Net Income 2013: $8652013Revenue 2014: $4,041Expenses 2014: $1,970Net Income 2014: $2,0712014Revenue 2015: $2,278Expenses 2015: $3,411Net Income 2015: -$1,1332015Revenue 2016: $6Expenses 2016: $0Net Income 2016: $62016Revenue 2017: $6Expenses 2017: $0Net Income 2017: $62017

Highlighted filing

2013

Revenue$3,796
Expenses$2,931
Net Income$865
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 18, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Provide support and assistance to organizations dedicated to providing quality living for low income elderly and physically handicapped.

Filing and Contact Details

Filer

EIN
32-0176531
Raw XML Appendix159 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0865
IRS990EZ/FiledScheduleA01
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IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts03796
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IRS990EZ/MethodOfAccountingAccrual0X
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IRS990EZ/NetAssetsOrFundBalancesBOY058567
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IRS990EZ/NetAssetsOrFundBalancesEOY065505
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JERRY GILES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JOE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROGER MILLETTE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3DONNA MARENCIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4TED CHAMBERLAIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5MICHAEL CRESAP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6PRISCILLA J HAYNES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6EXECUTIVE DIRECTOR
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets06073
IRS990EZ/OtherExpensesTotal02931
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDE SUPPORT AND ASSISTANCE TO ORGANIZATIONS DEDICATED TO PROVIDING QUALITY LIVING FOR LOW INCOME ELDERLY AND PHYSICALLY HANDICAPPED.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0NO ACTIVITY
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101655 WINCHESTER BLVD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0CAMPBELL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095008
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10C PIEXOTO ACCOUNTING MGR
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04083749511
IRS990EZ/TotalAssets/BOY058567
IRS990EZ/TotalAssets/EOY065505
IRS990EZ/TotalExpenses02931
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue03796
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0942205588
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SC METHODIST RETFDN
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0WFI SECURITIES 3,796..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 152. DESCRIPTION: PROGRAM FEE. AMOUNT: 1,279. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 16: 2,931.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: UNREALIZED GAINS. AMOUNT: 6,073.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 20
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0320176531
ReturnHeader/Filer/Name/BusinessNameLine10SANTA CLARA VALLEY RETIREMENT FOUNDATION INC
ReturnHeader/Filer/NameControl0SANT
ReturnHeader/Filer/Phone04082436226
ReturnHeader/Filer/USAddress/AddressLine10890 MAIN STREET
ReturnHeader/Filer/USAddress/City0SANTA CLARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095050
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-12-18
ReturnHeader/Officer/Name0PRISCILLA J HAYNES
ReturnHeader/Officer/Phone04082436226
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0264677183
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DZH PHILLIPS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0941051815
ReturnHeader/Preparer/Name0JANET L HOLLAND
ReturnHeader/Preparer/Phone04157812500
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-15T13:59:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$65,505
Liabilities
$0
Net assets
$65,505
Revenue
$3,796
Expenses
$2,931
Net income
$865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$2.28$3.41$1.13
2014Detailed filing. Detailed filing data is available for this year.$62.8$0.02$62.8$4.04$1.97$2.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.5$0.00$65.5$3.80$2.93$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.6$0.00$58.6$3.29$7.20$3.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.5$54.5$3.02$0.07$2.95