Civic Intelligence

Santa Clara Valley Retirement Foundation Inc.

990EZ • Fiscal year 2015 • EIN 32-0176531

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 25, 2016

890 Main StreetSanta Clara, CA 95050

(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

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$55,132

Down $7,660 (-12%) from 2014

Net Assets

Down

$55,132

Down $7,640 (-12%) from 2014

Liabilities

Down

$0

Down $20 (-100%) from 2014

Revenue

Down

$2,278

Down $1,763 (-44%) from 2014

Expenses

Up

$3,411

Up $1,441 (+73%) from 2014

Net Income

Down

-$1,133

Down $3,204 (-155%) from 2014

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

2015

Assets$55,132
Liabilities$0
Net Assets$55,132

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

2015

Revenue$2,278
Expenses$3,411
Net Income-$1,133
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 25, 2016
Return Version
2014v6.0
Gross Receipts
$2,278
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--
MICHAEL CRESAPDirector-$0--
GEORGE W CLEVELANDDirector-$0--
DIANA LOVELADYDirector-$0--
LAWRENCE OLSONDirector-$0--
JOSHUA SULAIMANDirector-$0--
RUSSELL TANNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Clara Valley Retirement Foundation Inc
EIN
32-0176531
Phone
4082436226
Address
890 MAIN STREET, SANTA CLARA, CA 95050

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4082436226
Signed
2016-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Dzh Phillips Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Janet L Holland
Phone
4157812500
Supplemental Narrative

Additional Explanations

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

Description: wfi securities. Amount: 2,278.

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

Description: accounting fees. Amount: 1,900. Description: new development expenses. Amount: 1,511. Total to form 990-ez, line 16: 3,411.

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

Description: unrealized losses. Amount: -5,465. Description: realized losses. Amount: -1,042. Total to form 990-ez, line 20: -6,507.

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

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

Raw XML Appendix191 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/PrimaryExemptPurposeTxt0PROVIDE SUPPORT AND ASSISTANCE TO ORGANIZATIONS DEDICATED TO PROVIDING QUALITY LIVING FOR LOW INCOME ELDERLY AND PHYSICALLY HANDICAPPED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WFI SECURITIES. AMOUNT: 2,278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,900. DESCRIPTION: NEW DEVELOPMENT EXPENSES. AMOUNT: 1,511. TOTAL TO FORM 990-EZ, LINE 16: 3,411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSSES. AMOUNT: -5,465. DESCRIPTION: REALIZED LOSSES. AMOUNT: -1,042. TOTAL TO FORM 990-EZ, LINE 20: -6,507.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 20. END OF YEAR AMOUNT: 0.
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA J HAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04082436226
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CLARA VALLEY RETIREMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0320176531
ReturnHeader/Filer/PhoneNum04082436226
ReturnHeader/Filer/USAddress/AddressLine1Txt0890 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA CLARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095050
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264677183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DZH PHILLIPS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941051815
ReturnHeader/PreparerPersonGrp/PhoneNum04157812500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L HOLLAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-15T13:26:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings