Civic Intelligence

Santa Clara Valley Retirement Foundation Inc.

990EZ • Fiscal year 2016 • EIN 32-0176531

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileN/A
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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$55,138

Up $6 (+0.0%) from 2015

Net Assets

Up

$55,138

Up $6 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Down

$6

Down $2,272 (-100%) from 2015

Expenses

Down

$0

Down $3,411 (-100%) from 2015

Net Income

Up

$6

Up $1,139 (+101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2016

Assets$55,138
Liabilities$0
Net Assets$55,138
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$6
Expenses$0
Net Income$6
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$6
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
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE CAMPBELLPresident-$0--
MICHAEL CRESAPVice President-$0--
ROGER MILLETTETreasurer-$0--
DIANA LOVELADYSecretary-$0--
GEORGE W CLEVELANDDirector-$0--
RONALD L SCHWARTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Clara Valley Retirement
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
2016-11-08
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: 6.”

Raw XML Appendix160 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL CRESAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROGER MILLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANA LOVELADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE W CLEVELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RONALD L SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
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IRS990EZ/TotalRevenueAmt06
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WFI SECURITIES. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA J HAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04082436226
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CLARA VALLEY RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION 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/ReturnTs02016-11-14T18:41:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,138
Liabilities
$0
Net assets
$55,138
Revenue
$6
Expenses
$0
Net income
$6
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