Civic Intelligence

San Joaquin Valley Clean Energy Organization

990 • Fiscal year 2016 • EIN 42-1746005

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

4747 N First StFresno, CA 93726

(559) 228-6140

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.47x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

92nd percentile

69%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.2%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$277,816

Up $113,476 (+69%) from 2015

Net Assets

Down

$2,819

Down $3,567 (-56%) from 2015

Liabilities

Up

$274,997

Up $117,043 (+74%) from 2015

Revenue

Up

$588,589

Up $1,025 (+0.2%) from 2015

Expenses

Down

$592,156

Down $11,684 (-1.9%) from 2015

Net Income

Up

-$3,567

Up $12,709 (+78%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $110,178Liabilities 2011: $99,689Net Assets 2011: $10,4892011Assets 2012: $122,779Liabilities 2012: $92,558Net Assets 2012: $30,2212012Assets 2013: $59,678Liabilities 2013: $24,851Net Assets 2013: $34,8272013Assets 2014: $154,556Liabilities 2014: $131,894Net Assets 2014: $22,6622014Assets 2015: $164,340Liabilities 2015: $157,954Net Assets 2015: $6,3862015Assets 2016: $277,816Liabilities 2016: $274,997Net Assets 2016: $2,8192016Assets 2017: $351,644Liabilities 2017: $330,254Net Assets 2017: $21,3902017Assets 2018: $281,326Liabilities 2018: $255,428Net Assets 2018: $25,8982018Assets 2019: $579,705Liabilities 2019: $506,120Net Assets 2019: $73,5852019Assets 2020: $345,373Liabilities 2020: $240,870Net Assets 2020: $104,5032020Assets 2021: $368,096Liabilities 2021: $179,061Net Assets 2021: $189,0352021Assets 2022: $387,533Liabilities 2022: $229,789Net Assets 2022: $157,7442022Assets 2023: $345,572Liabilities 2023: $232,552Net Assets 2023: $113,0202023Assets 2024: $711,780Liabilities 2024: $447,197Net Assets 2024: $264,5832024

Highlighted filing

2016

Assets$277,816
Liabilities$274,997
Net Assets$2,819

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $415,968Expenses 2011: $428,656Net Income 2011: -$12,6882011Revenue 2012: $396,331Expenses 2012: $376,599Net Income 2012: $19,7322012Expenses 2013: $405,7732013Revenue 2014: $304,008Expenses 2014: $316,173Net Income 2014: -$12,1652014Revenue 2015: $587,564Expenses 2015: $603,840Net Income 2015: -$16,2762015Revenue 2016: $588,589Expenses 2016: $592,156Net Income 2016: -$3,5672016Revenue 2017: $605,048Expenses 2017: $586,477Net Income 2017: $18,5712017Revenue 2018: $722,682Expenses 2018: $718,174Net Income 2018: $4,5082018Revenue 2019: $829,399Expenses 2019: $781,712Net Income 2019: $47,6872019Revenue 2020: $821,245Expenses 2020: $790,327Net Income 2020: $30,9182020Revenue 2021: $1,027,205Expenses 2021: $942,673Net Income 2021: $84,5322021Revenue 2022: $842,495Expenses 2022: $873,786Net Income 2022: -$31,2912022Revenue 2023: $894,313Expenses 2023: $939,037Net Income 2023: -$44,7242023Revenue 2024: $1,246,321Expenses 2024: $1,094,758Net Income 2024: $151,5632024

Highlighted filing

2016

Revenue$588,589
Expenses$592,156
Net Income-$3,567
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$588,589
Mission and Program Overview

Mission

To improve the quality of life in the eight county region of the san joaquin by significantly increasing the valley's use and reliance on clean energy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$157,379$240,568▲ $83,189
Cash and Non-Interest-Bearing Accounts$6,961$37,248▲ $30,287
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$164,340$277,816▲ $113,476
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$157,954$273,996▲ $116,042
Deferred Revenue-$1,000-
Other Liabilities-$1-
Total Liabilities$157,954$274,997▲ $117,043
Net Assets / Fund Balance
Permanently Rstr Net Assets$24,063$24,186▲ $123
Unrestricted Net Assets$-17,677$-21,367▼ $3,690
Total Net Assets Fund Balance$6,386$2,819▼ $3,567
Total Liabilities and Net Assets / Fund Balance$164,340$277,816▲ $113,476
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill DelainChairman
Carole GoldsmithChairman
Daryl BaltazarChairman
Jennifer CarlsonChairman
Linda UrataChairman
Michael SigalaChairman
Mike DozierChairman
Ray LeonChairman
Frank FerralPresident
Colby WellsVice President
Tom JordanSecretary
Aaron AugustTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Professional Exchange Service CorporationAdministrative Serv4747 N FIRST ST STE 140, Fresno, CA 93727-
Revenue and Support

Revenue Composition

Contributions and Grants
$5,310
Program Service Revenue
$583,279
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,310
Change in Net Assets
$-3,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586,846
Grants and Similar Amounts Paid$5,310
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$517,907--$517,907
Travel$23,507--$23,507
Advertising$18,184--$18,184
Office Expenses$7,685$78-$7,763
Conferences and Meetings$5,427--$5,427
Grants to Domestic Individuals$5,310--$5,310
Fees for Services Accounting-$1,550-$1,550
Fees for Services Management-$1,375-$1,375
Insurance-$500-$500
Other Expenses$1,268$110-$110
All Other Expenses$9--$9
Total Functional Expenses$588,467$3,689$0$592,156
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
San Joaquin Valley Clean Energy
EIN
42-1746005
Address
4747 N First St, Fresno, CA 93726

Signing Officer

Name
Aaron August
Title
Treasurer
Signed
2017-02-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Roeser Accountancy Corporation
Address
9 RIVER PARK PL E STE 450, FRESNO, CA 93720
Preparer
William E Roeser
Phone
5592255200
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt078
IRS990/OfficeExpensesGrp/ProgramServicesAmt07685
IRS990/OfficeExpensesGrp/TotalAmt07763
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WEBSITE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3TAX AND LICENSING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2110
IRS990/OtherExpensesGrp/ProgramServicesAmt06257
IRS990/OtherExpensesGrp/ProgramServicesAmt12913
IRS990/OtherExpensesGrp/ProgramServicesAmt21268
IRS990/OtherExpensesGrp/TotalAmt06267
IRS990/OtherExpensesGrp/TotalAmt12913
IRS990/OtherExpensesGrp/TotalAmt21334
IRS990/OtherExpensesGrp/TotalAmt3110
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024063
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024186
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLEAN ENERGY CONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0583279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0583279
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0603840
IRS990/PYProgramServiceRevenueAmt0587564
IRS990/PYRevenuesLessExpensesAmt0-16276
IRS990/PYTotalExpensesAmt0603840
IRS990/PYTotalRevenueAmt0587564
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3567
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0588589
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0588589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0587564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0304008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0410379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0398331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02288871
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02288871
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0588589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0587564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0304008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0410379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0398331
IRS990ScheduleA/Total509Grp/TotalAmt02288871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0588589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0587564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0304008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0410379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0398331
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02288871
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05310
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0164340
IRS990/TotalAssetsEOYAmt0277816
IRS990/TotalAssetsGrp/BOYAmt0164340
IRS990/TotalAssetsGrp/EOYAmt0277816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05310
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0588467
IRS990/TotalFunctionalExpensesGrp/TotalAmt0592156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0157954

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.45$0.26$1.25$1.09$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.23$0.11$0.89$0.94$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.23$0.16$0.84$0.87$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.18$0.19$1.03$0.94$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.24$0.10$0.82$0.79$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.51$0.07$0.83$0.78$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.26$0.03$0.72$0.72$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.33$0.02$0.61$0.59$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.27$0.00$0.59$0.59$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.01$0.59$0.60$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.13$0.02$0.30$0.32$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.02$0.03$0.41
2012Summary only. Only limited summary data is available for this year.$0.12$0.09$0.03$0.40$0.38$0.02
2011Summary only. Only limited summary data is available for this year.$0.11$0.10$0.01$0.42$0.43$0.01