Civic Intelligence

Saddleback Valley Fellowship Center

EIN 33-0088919 • 501(c)3 • Lake Forest, CA

Profile

Form 990-ez, part iii, primary exempt purpose - to help families of alcoholics by providing a safe and dedicated facility for hosting "twelve-step" meetings of alcoholoics anonymous and al-anon. These programs provide comfort and support to the alcoholic and their families.

23401 El Toro Rd 101Lake Forest, CA 92630

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,418

Up $4,442 (+8.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$58,418

Up $4,442 (+8.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$170,925

Up $41,954 (+33%) from 2024

Expenses

Up

$166,483

Up $53,712 (+48%) from 2024

Net Income

Down

$4,442

Down $11,758 (-73%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $42,944Liabilities 2022: $0Net Assets 2022: $42,9442022Assets 2023: $37,776Liabilities 2023: $0Net Assets 2023: $37,7762023Assets 2024: $53,976Net Assets 2024: $53,9762024Assets 2025: $58,418Net Assets 2025: $58,4182025

Highlighted filing

2025

Assets$58,418
Liabilities-
Net Assets$58,418
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2022: $99,217Expenses 2022: $103,977Net Income 2022: -$4,7602022Revenue 2023: $101,768Expenses 2023: $106,936Net Income 2023: -$5,1682023Revenue 2024: $128,971Expenses 2024: $112,771Net Income 2024: $16,2002024Revenue 2025: $170,925Expenses 2025: $166,483Net Income 2025: $4,4422025

Highlighted filing

2025

Revenue$170,925
Expenses$166,483
Net Income$4,442
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,418
Liabilities
-
Net assets
$58,418
Revenue
$170,925
Expenses
$166,483
Net income
$4,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.71$1.66$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.29$1.13$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.02$1.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.99$1.04$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$174,379
Mission and Program Overview

Mission

To help families of alcoholics by providing a safe and dedicated facility for hosting "twelve-step" meetings of alcoholics anonymous and al-anon. These programs provide comfort and support to the alcoholic and their families.

Form 990-ez, part iii, primary exempt purpose - to help families of alcoholics by providing a safe and dedicated facility for hosting "twelve-step" meetings of alcoholoics anonymous and al-anon. These programs provide comfort and support to the alcoholic and their families.

Program Services

DescriptionGrantsExpenses
FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO HELP FAMILIES OF ALCOHOLICS BY PROVIDING A SAFE AND DEDICATED FACILITY FOR HOSTING "TWELVE-STEP" MEETINGS OF ALCOHOLOICS ANONYMOUS AND AL-ANON. THESE PROGRAMS PROVIDE COMFORT AND SUPPORT TO THE ALCOHOLIC AND THEIR FAMILIES.-$166,483
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABI RANKINAl-Anon Board M-$0--
MARK PEREZChairmanPT$0--
DEBBY POTOCKITreasurer-$0--
CORY VANVLIETSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Saddleback Valley Fellowship Center
EIN
33-0088919
Phone
9495879490
Address
23401 EL TORO RD 101, LAKE FOREST, CA 92630

Signing Officer

Name
Debby Potocki
Title
Treasurer
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
California Professional Accountants Group
Address
2030 MAIN STREET STE 1300, IRVINE, CA 92614
Preparer
Natalie M Elser
Phone
8332721099
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1616”

Other Expenses.1009

“Depreciation $11891”

Other Expenses.1012

“Insurance $2373”

Other Expenses.1

“REPAIRS $2506”

Other Expenses.2

“OUTSIDE SERVICES $334”

Other Expenses.3

“SUPPLIES $56”

Other Expenses.4

“TELEPHONE $54”

Raw XML Appendix167 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0166483
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt010440
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $11891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2373
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBY POTOCKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADDLEBACK VALLEY FELLOWSHIP CENTER
ReturnHeader/Filer/BusinessNameControlTxt0SADD
ReturnHeader/Filer/EIN0330088919
ReturnHeader/Filer/PhoneNum09495879490
ReturnHeader/Filer/USAddress/AddressLine1Txt023401 EL TORO RD 101
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
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ReturnHeader/PreparerPersonGrp/PhoneNum08332721099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie M Elser
ReturnHeader/ReturnTs02025-07-15T10:17:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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