Civic Intelligence

Saddleback Valley Fellowship Center

990EZ • Fiscal year 2023 • EIN 33-0088919

Feb 01, 2022 to Jan 31, 2023 • Filed on Dec 13, 2023

23401 El Toro Rd 101Lake Forest, CA 92630

(949) 587-9490

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-5.1%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.6%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$37,776

Down $5,168 (-12%) from 2022

Net Assets

Down

$37,776

Down $5,168 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$101,768

Up $2,551 (+2.6%) from 2022

Expenses

Up

$106,936

Up $2,959 (+2.8%) from 2022

Net Income

Down

-$5,168

Down $408 (-8.6%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$37,776
Liabilities$0
Net Assets$37,776

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$101,768
Expenses$106,936
Net Income-$5,168
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Dec 13, 2023
Return Version
2022v5.0
Gross Receipts
$101,768
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.

Program Services

DescriptionGrantsExpenses
MAINTENANCE OF THE FACILITY FOR HOSTING "TWELVE-STEP" MEETINGS.$0$88,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA AUGUSTINEAl-Anon Board Member-$0--
MARK TERRYChairmanPT$0--
DEBBY POTOCKITreasurer-$0--
MARCI GARNERSecretary-$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
Pierre Laband
Title
Treasurer
Phone
9497058934
Signed
2023-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Pickett Chen and Company
Address
9831 IRVINE CENTER DRIVE SUITE 200, IRVINE, CA 92618
Preparer
Kwong Howard Chen
Phone
9497271885
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 14

Description: depreciation/amortization. Amount: 7,425. Description: other expenses. Amount: 94,825. Total to form 990-ez, line 14: 102,250.

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

Description: taxes, licenses and permits. Amount: 460. Description: bank fees. Amount: 200. Description: insurance. Amount: 2,374. Description: supplies. Amount: 274. Description: charitable contributions. Amount: 528. Total to form 990-ez, line 16: 3,836.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 24,154. End of year amount: 16,729.

Raw XML Appendix177 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/PhoneNum09497058934
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023401 EL TORO RD SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0101768
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042944
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037776
IRS990EZ/OccupancyRentUtltsAndMaintAmt0102250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA AUGUSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBY POTOCKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARCI GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0AL-ANON BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024154
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016729
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03836
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt084436
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE OF THE FACILITY FOR HOSTING "TWELVE-STEP" MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088899
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt088899
IRS990EZ/TotalRevenueAmt0101768
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SADDLEBACKFELLOWSHIP.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GAMING INCOME - SPECIAL EVENT RAFFLES CONDUCTED BY VOLUNTEERS -
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084436
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0287834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0382301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101767
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 7,425. DESCRIPTION: OTHER EXPENSES. AMOUNT: 94,825. TOTAL TO FORM 990-EZ, LINE 14: 102,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAXES, LICENSES AND PERMITS. AMOUNT: 460. DESCRIPTION: BANK FEES. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 2,374. DESCRIPTION: SUPPLIES. AMOUNT: 274. DESCRIPTION: CHARITABLE CONTRIBUTIONS. AMOUNT: 528. TOTAL TO FORM 990-EZ, LINE 16: 3,836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 24,154. END OF YEAR AMOUNT: 16,729.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PIERRE LABAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09497058934
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-13
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/PreparerFirmGrp/PreparerFirmEIN0271984870
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
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ReturnHeader/PreparerPersonGrp/PhoneNum09497271885
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KWONG HOWARD CHEN
ReturnHeader/ReturnTs02023-12-15T11:48:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PIERRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LABAND
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

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