Civic Intelligence

Saddleback Valley Fellowship Center

990EZ • Fiscal year 2024 • EIN 33-0088919

Feb 01, 2023 to Jan 31, 2024 • Filed on Nov 25, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$53,976

Up $16,200 (+43%) from 2023

Net Assets

Up

$53,976

Up $16,200 (+43%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,971

Up $27,203 (+27%) from 2023

Expenses

Up

$112,771

Up $5,835 (+5.5%) from 2023

Net Income

Up

$16,200

Up $21,368 (+413%) from 2023

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

2024

Assets$53,976
Liabilities-
Net Assets$53,976

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

2024

Revenue$128,971
Expenses$112,771
Net Income$16,200
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Nov 25, 2024
Return Version
2023v5.1
Gross Receipts
$129,527
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABI RANKINAl-Anon Board M-$0--
MARK RANKINChairmanPT$0--
DEBBY POTOCKITreasurer-$0--
KIMBERLY FOSTERSecretary-$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
2024-11-25
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 $246

Other Expenses.1009

Depreciation $8815

Other Expenses.1012

Insurance $2373

Other Expenses.1

REPAIRS $781

Other Expenses.2

OUTSIDE SERVICES $175

Other Expenses.3

UTILITIES $64

Other Expenses.4

TELEPHONE $53

Other Expenses.5

DUES & SUBSCRIPTIONS $21

Other Expenses.6

BANK CHARGES $10

Form 990 EZ

Form 990-ez, part i, line 14, occupancy, rent, utilities, and maintenance:description of expenses: amount:depreciation/amortization 8,815.other expenses 103,956.total to form 990-ez, line 14 112,771.form 990-ez, part i, line 16, other expenses:description of other expenses: amount:bank charges 10.dues & subscriptions 21.insurance 2,373.office 246.outside services 175.repairs 781.telephone 53.utilities 64.total to form 990-ex, line 16 3,723.form 990-ez, part ii, line 24, other assets:description beg. Of year end of yearother depreciable assets 24,154. 28,764.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.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $246
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FORM 990-EZ, PART I, LINE 14, OCCUPANCY, RENT, UTILITIES, AND MAINTENANCE:DESCRIPTION OF EXPENSES: AMOUNT:DEPRECIATION/AMORTIZATION 8,815.OTHER EXPENSES 103,956.TOTAL TO FORM 990-EZ, LINE 14 112,771.FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES:DESCRIPTION OF OTHER EXPENSES: AMOUNT:BANK CHARGES 10.DUES & SUBSCRIPTIONS 21.INSURANCE 2,373.OFFICE 246.OUTSIDE SERVICES 175.REPAIRS 781.TELEPHONE 53.UTILITIES 64.TOTAL TO FORM 990-EX, LINE 16 3,723.FORM 990-EZ, PART II, LINE 24, OTHER ASSETS:DESCRIPTION BEG. OF YEAR END OF YEAROTHER DEPRECIABLE ASSETS 24,154. 28,764.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.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADDLEBACK VALLEY FELLOWSHIP CENTER
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ReturnHeader/Filer/PhoneNum09495879490
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie M Elser
ReturnHeader/ReturnTs02024-11-25T07:25:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

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