Civic Intelligence

Santa Ynez Valley Education Foundation

EIN 38-3927057 • 501(c)3 • Santa Ynez, CA

Profile

The foundation's mission is to support, develop, and maintain santa ynez valley charter school's excellent core curriculum as well as support, develop, and maintain an abundance of school programs including visual arts, performing arts, foreign languages, the sciences, physical education, and technology.

3525 Pine StreetSanta Ynez, CA 93460

www.syvef.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

100%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$56,422

Up $28,189 (+100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$56,422

Up $28,189 (+100%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$36,121

Up $11,791 (+48%) from 2016

Expenses

Down

$7,932

Down $25,710 (-76%) from 2016

Net Income

Up

$28,189

Up $37,501 (+403%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2015: $37,545Liabilities 2015: $0Net Assets 2015: $37,5452015Assets 2016: $28,233Liabilities 2016: $0Net Assets 2016: $28,2332016Assets 2017: $56,422Liabilities 2017: $0Net Assets 2017: $56,4222017

Highlighted filing

2017

Assets$56,422
Liabilities$0
Net Assets$56,422
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $104,068Expenses 2015: $66,523Net Income 2015: $37,5452015Revenue 2016: $24,330Expenses 2016: $33,642Net Income 2016: -$9,3122016Revenue 2017: $36,121Expenses 2017: $7,932Net Income 2017: $28,1892017

Highlighted filing

2017

Revenue$36,121
Expenses$7,932
Net Income$28,189
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,422
Liabilities
$0
Net assets
$56,422
Revenue
$36,121
Expenses
$7,932
Net income
$28,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.36$0.08$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.24$0.34$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.04$0.67$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$43,369
Mission and Program Overview

Mission

The foundation's mission is to support, develop, and maintain santa ynez valley charter school's excellent core curriculum as well as support, develop, and maintain an abundance of school programs including visual arts, performing arts, foreign languages, the sciences, physical education, and technology.

Program Services

DescriptionGrantsExpenses
PROVIDES FUNDS FOR SUPPORT, DEVELOPMENT, AND MAINTENANCE OF SANTA YNEZ VALLEY CHARTER SCHOOL'S CORE CURRICULUM AND FOR ARTS, SCIENCES, PHYSCIAL EDUCATION, AND TECHNOLOGY PROGRAMS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAELA LAZA MESSINAPresident-$0--
MICHELLE SWANITZSecretary-$0--
JEFF HOLZERTreasurer-$0--
JESSICA YACOUBDirector-$0--
JESSE LEYVADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$43,369$42,163$1,014$41,149
Total Events$43,369$42,163$7,248$34,915
Filing and Contact Details

Filer

Filer Name
Santa Ynez Valley Education Foundation
EIN
38-3927057
Phone
8056867360
Address
3525 PINE STREET, SANTA YNEZ, CA 93460

Signing Officer

Name
Jeff Holzer
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Owens & Thore Tax Professionals Inc
Address
3568 Sagunto- PO Box 397, Santa Ynez, CA 93460
Preparer
Marc E Owens Ea
Phone
8056886317
Supplemental Narrative

Additional Explanations

Other Expenses.1

“OTHER EXPENSES $6922”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK PALMERSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08056867360
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03525 PINE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA YNEZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093460
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028233
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056422
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01206
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01010
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028233
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056422
IRS990EZ/FundraisingGrossIncomeAmt042163
IRS990EZ/GrossReceiptsAmt043369
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028233
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056422
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028233
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056422
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAELA LAZA MESSINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE SWANITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF HOLZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA YACOUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSE LEYVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S MISSION IS TO SUPPORT, DEVELOP, AND MAINTAIN SANTA YNEZ VALLEY CHARTER SCHOOL'S EXCELLENT CORE CURRICULUM AS WELL AS SUPPORT, DEVELOP, AND MAINTAIN AN ABUNDANCE OF SCHOOL PROGRAMS INCLUDING VISUAL ARTS, PERFORMING ARTS, FOREIGN LANGUAGES, THE SCIENCES, PHYSICAL EDUCATION, AND TECHNOLOGY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES FUNDS FOR SUPPORT, DEVELOPMENT, AND MAINTENANCE OF SANTA YNEZ VALLEY CHARTER SCHOOL'S CORE CURRICULUM AND FOR ARTS, SCIENCES, PHYSCIAL EDUCATION, AND TECHNOLOGY PROGRAMS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07248
IRS990EZ/SpecialEventsNetIncomeLossAmt034915
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07932
IRS990EZ/TotalRevenueAmt036121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SYVEF.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063279
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt063279
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060382
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063279
IRS990ScheduleA/TotalSupportAmt063279
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01206
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01206
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07248
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01165
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01165
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AND LIVE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01703
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042163
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034915
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01014
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03366
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES $6922
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HOLZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA YNEZ VALLEY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0383927057
ReturnHeader/Filer/PhoneNum08056867360
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA YNEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Owens & Thore Tax Professionals Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03568 Sagunto- PO Box 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ynez
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093460
ReturnHeader/PreparerPersonGrp/PhoneNum08056886317
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC E OWENS EA
ReturnHeader/ReturnTs02018-05-15T08:54:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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