Civic Intelligence

Santa Clara Valley Retirement Foundation Inc.

990EZ • Fiscal year 2014 • EIN 32-0176531

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

890 Main Street95050

(408) 243-6226

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-4.1%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.5%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$62,792

Down $2,713 (-4.1%) from 2013

Net Assets

Down

$62,772

Down $2,733 (-4.2%) from 2013

Liabilities

Up

$20

Up $20 from 2013

Revenue

Up

$4,041

Up $245 (+6.5%) from 2013

Expenses

Down

$1,970

Down $961 (-33%) from 2013

Net Income

Up

$2,071

Up $1,206 (+139%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$62,792
Liabilities$20
Net Assets$62,772

Operations Trend

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

2014

Revenue$4,041
Expenses$1,970
Net Income$2,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$4,041
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
NO ACTIVITY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY GILESPresident-$0--
JOE CAMPBELLVice President-$0--
ROGER MILLETTETreasurer-$0--
DONNA MARENCIASecretary-$0--
TED CHAMBERLAINDirector-$0--
MICHAEL CRESAPDirector-$0--
GEORGE W CLEVELANDDirector-$0--
DIANA LOVELADYDirector-$0--
LAWRENCE OLSONDirector-$0--
JOSHUA SULAIMANDirector-$0--
RUSSELL TANNERDirector-$0--
Filing and Contact Details

Filer

EIN
32-0176531
Phone
4082436226

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4082436226
Signed
2015-02-09
Discuss with paid preparer
Yes

Preparer

Preparer
Janet L Holland
Phone
4157812500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: wfi securities. Amount: 4,041.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 90. Description: accounting fees. Amount: 1,800. Description: filing fees. Amount: 20. Description: investment expenses. Amount: 60. Total to form 990-ez, line 16: 1,970.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized losses. Amount: -4,804.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 20.

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY GILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE CAMPBELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA MARENCIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RUSSELL TANNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-4804
IRS990EZ/OtherExpensesTotalAmt01970
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT AND ASSISTANCE TO ORGANIZATIONS DEDICATED TO PROVIDING QUALITY LIVING FOR LOW INCOME ELDERLY AND PHYSICALLY HANDICAPPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO ACTIVITY
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt04041
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942205588
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SC METHODIST RETFDN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WFI SECURITIES. AMOUNT: 4,041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 90. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,800. DESCRIPTION: FILING FEES. AMOUNT: 20. DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 1,970.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSSES. AMOUNT: -4,804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA J HAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04082436226
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10SANTA CLARA VALLEY RETIREMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0320176531
ReturnHeader/Filer/PhoneNum04082436226
ReturnHeader/Filer/USAddress/AddressLine10890 MAIN STREET
ReturnHeader/Filer/USAddress/City0SANTA CLARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095050
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264677183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DZH PHILLIPS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0941051815
ReturnHeader/PreparerPersonGrp/PhoneNum04157812500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L HOLLAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-13T14:57:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings