Civic Intelligence

Mountain Viewtransportation Management Association

990 • Fiscal year 2018 • EIN 46-4024204

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

1211 Newell AveWalnut Creek, CA 94596

(925) 937-0980

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.25x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.29x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

36%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,782,566

Up $471,123 (+36%) from 2017

Net Assets

Up

$1,334,123

Up $211,065 (+19%) from 2017

Liabilities

Up

$448,443

Up $260,058 (+138%) from 2017

Revenue

Up

$1,533,288

Up $157,088 (+11%) from 2017

Expenses

Up

$1,322,223

Up $143,593 (+12%) from 2017

Net Income

Up

$211,065

Up $13,495 (+6.8%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $182,742Liabilities 2013: $51,266Net Assets 2013: $131,4762013Assets 2014: $370,063Liabilities 2014: $167,604Net Assets 2014: $202,4592014Assets 2015: $731,725Liabilities 2015: $157,276Net Assets 2015: $574,4492015Assets 2016: $1,004,932Liabilities 2016: $79,444Net Assets 2016: $925,4882016Assets 2017: $1,311,443Liabilities 2017: $188,385Net Assets 2017: $1,123,0582017Assets 2018: $1,782,566Liabilities 2018: $448,443Net Assets 2018: $1,334,1232018Assets 2019: $1,759,819Liabilities 2019: $314,541Net Assets 2019: $1,445,2782019Assets 2020: $2,802,215Liabilities 2020: $379,631Net Assets 2020: $2,422,5842020Assets 2021: $3,473,998Liabilities 2021: $580,760Net Assets 2021: $2,893,2382021Assets 2022: $4,955,534Liabilities 2022: $1,512,707Net Assets 2022: $3,442,8272022Assets 2023: $5,086,728Liabilities 2023: $1,035,357Net Assets 2023: $4,051,3712023Assets 2024: $4,317,260Liabilities 2024: $973,237Net Assets 2024: $3,344,0232024

Highlighted filing

2018

Assets$1,782,566
Liabilities$448,443
Net Assets$1,334,123

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $192,860Expenses 2013: $61,384Net Income 2013: $131,4762013Revenue 2014: $300,000Expenses 2014: $229,017Net Income 2014: $70,9832014Revenue 2015: $1,411,282Expenses 2015: $1,039,292Net Income 2015: $371,9902015Revenue 2016: $1,484,000Expenses 2016: $1,132,961Net Income 2016: $351,0392016Revenue 2017: $1,376,200Expenses 2017: $1,178,630Net Income 2017: $197,5702017Revenue 2018: $1,533,288Expenses 2018: $1,322,223Net Income 2018: $211,0652018Revenue 2019: $1,628,826Expenses 2019: $1,517,672Net Income 2019: $111,1542019Revenue 2020: $2,227,945Expenses 2020: $1,250,639Net Income 2020: $977,3062020Revenue 2021: $3,923,461Expenses 2021: $3,452,807Net Income 2021: $470,6542021Revenue 2022: $5,366,335Expenses 2022: $4,816,746Net Income 2022: $549,5892022Revenue 2023: $5,944,313Expenses 2023: $5,335,769Net Income 2023: $608,5442023Revenue 2024: $6,041,305Expenses 2024: $6,748,653Net Income 2024: -$707,3482024

Highlighted filing

2018

Revenue$1,533,288
Expenses$1,322,223
Net Income$211,065
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Gross Receipts
$1,533,288
Mission and Program Overview

Mission

The specific purposes for which this corporation is formed are to addressTransportation concerns of the Members and the community including reducing congestion and improving connectivity through means and methods to be specifically determined by the Board which can include the following:1.Reduce single-occupant vehicle traffic, address traffic congestion(particularly during peak hours), and reduce greenhouse gas emissions withinthe City of Mountain View, for the benefit of the Mountain View resident andbusiness community alike;2.Develop transportation system and demand management strategies;3.Provide last-mile shuttle service that Is open to the public;4.Operate shuttle routes to assist Members in satisfying TransportationManagement Demand (TDM) goals agreed to by Members in their separateagreements with the City of Mountain View, with the precise shuttle routes to beagreed to by the Corporation and Members under a separate contractualrelationship;5.Implement programs to enhance servic

Address the transportation concerns of the Members and the community of Mountain View.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,226,293$1,681,146▲ $454,853
Accounts Receivable$85,150$101,420▲ $16,270
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$1,311,443$1,782,566▲ $471,123
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$92,366$448,443▲ $356,077
Deferred Revenue$96,019--
Total Liabilities$188,385$448,443▲ $260,058
Net Assets / Fund Balance
Unrestricted Net Assets$1,123,058$1,334,123▲ $211,065
Total Net Assets Fund Balance$1,123,058$1,334,123▲ $211,065
Total Liabilities and Net Assets / Fund Balance$1,311,443$1,782,566▲ $471,123
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janice YuenChair
Michael Wooley-OusdahlVice Chair
Blake MalcolmDirector
Claudia RodasDirector
Darren LombardiDirector
Gene PayneDirector
Stacy GalassoDirector
Tim SteeleDirector
Tom HarringtonDirector
Becky LadenSecretary
Dawn CameronTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MV Transportation IncContract bus servicePO Box 39000, San Francisco, CA 94139$1,040,578
Gray-Bowen-ScottManagement services1211 Newell Ave Ste 200, Walnut Creek, CA 94596$225,289
Revenue and Support

Revenue Composition

Contributions and Grants
$1,533,288
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$211,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,533,288
Total Revenue per Audited Statements
$1,533,288
Total Revenue per Form 990
$1,533,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,322,223
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$225,289--$225,289
Fees for Services Accounting$24,650--$24,650
Advertising$11,095--$11,095
Insurance$9,164--$9,164
Fees for Services Other$7,800--$7,800
Fees for Services Legal$3,594--$3,594
Other Expenses$53--$53
Total Functional Expenses$1,322,223$0$0$1,322,223

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,322,223
Total Expenses per Audited Statements$1,322,223
Total Expenses per Form 990$1,322,223
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
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The non-profit has no employees.Control over the non-profit is contracted to a management service company Gray-Bowen Scott, Inc. The firm provides operational, administrative and strategic management for the programs and services. Their Associate Professional employee reports directly to the Board of Directors. Direct services (i.e., labor, maintenance, etc. for bus operations) are provided by separate contractors.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Corporation shall have three classes of members

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Each Member shall have one vote on each matter submitted to the Membership for avote. If a Member is an entity, it shall exercise its Membership rights through a duly authorized representative of the Member, who shall be designated in writing by the Member. The authorized representative may exercise the Memberb

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Each Member shall (a) have its residence, property or place of business within the area served by the Corporation; (b) support the purposes of the Corporation; (c) timely pay all fees and annual dues; and (d) be a party to a Transit Services Agreement with the Corporation when required. All Members, other than Founding Members, shall be admitted by a vote of the Board of Directors.

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

Chair- Janice Yuen 901 Mariners Island Blvd 7th F, San Mateo CA 94404Secretary- Becky Laden 490 East Middlefield Rd, Mountain View CA 94043Treasurer- Dawn Cameron 500 Castro St, Mountain View CA 94041

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

Return is reviewed at board meeting and approved prior to filing

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflict of interest policy is reviewed by each board member and acknowledged that there is no conflicts of interest annuity.

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

Documents available on request

Filing and Contact Details

Filer

Filer Name
Mountain View
EIN
46-4024204
Phone
9259370980
Address
1211 Newell Ave, Walnut Creek, CA 94596

Signing Officer

Name
Janice Yuen
Title
Chair
Signed
2019-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Yuen
Formed
2013
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Firm
John S Tounger CPA
Address
585 Mandana Blvd Ste 10, Oakland, CA 94610-2270
Preparer
John Tounger CPA
Phone
5108930950
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01400288
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The specific purposes for which this corporation is formed are to addressTransportation concerns of the Members and the community including reducing congestion and improving connectivity through means and methods to be specifically determined by the Board which can include the following:1.Reduce single-occupant vehicle traffic, address traffic congestion(particularly during peak hours), and reduce greenhouse gas emissions withinthe City of Mountain View, for the benefit of the Mountain View resident andbusiness community alike;2.Develop transportation system and demand management strategies;3.Provide last-mile shuttle service that Is open to the public;4.Operate shuttle routes to assist Members in satisfying TransportationManagement Demand (TDM) goals agreed to by Members in their separateagreements with the City of Mountain View, with the precise shuttle routes to beagreed to by the Corporation and Members under a separate contractualrelationship;5.Implement programs to enhance servic
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01123058
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0Bus shuttle services
IRS990/OtherExpensesGrp/Desc1Bank and filing fees
IRS990/OtherExpensesGrp/ProgramServicesAmt01040578
IRS990/OtherExpensesGrp/ProgramServicesAmt153
IRS990/OtherExpensesGrp/TotalAmt01040578
IRS990/OtherExpensesGrp/TotalAmt153
IRS990/OtherRevenueTotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Janice Yuen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0202950
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01178630
IRS990/PYProgramServiceRevenueAmt01173250
IRS990/PYRevenuesLessExpensesAmt0197570
IRS990/PYTotalExpensesAmt01178630
IRS990/PYTotalRevenueAmt01376200
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IRS990/ReconcilationRevenueExpnssAmt0211065
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt01533288
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IRS990ScheduleD/RevenueSubtotalAmt01533288
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IRS990ScheduleD/TotalRevenuePerForm990Amt01533288
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The non-profit has no employees.Control over the non-profit is contracted to a management service company Gray-Bowen Scott, Inc. The firm provides operational, administrative and strategic management for the programs and services. Their Associate Professional employee reports directly to the Board of Directors. Direct services (i.e., labor, maintenance, etc. for bus operations) are provided by separate contractors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Corporation shall have three classes of members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Member shall have one vote on each matter submitted to the Membership for avote. If a Member is an entity, it shall exercise its Membership rights through a duly authorized representative of the Member, who shall be designated in writing by the Member. The authorized representative may exercise the Memberb
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each Member shall (a) have its residence, property or place of business within the area served by the Corporation; (b) support the purposes of the Corporation; (c) timely pay all fees and annual dues; and (d) be a party to a Transit Services Agreement with the Corporation when required. All Members, other than Founding Members, shall be admitted by a vote of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Chair- Janice Yuen 901 Mariners Island Blvd 7th F, San Mateo CA 94404Secretary- Becky Laden 490 East Middlefield Rd, Mountain View CA 94043Treasurer- Dawn Cameron 500 Castro St, Mountain View CA 94041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Return is reviewed at board meeting and approved prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conflict of interest policy is reviewed by each board member and acknowledged that there is no conflicts of interest annuity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Documents available on request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01311443
IRS990/TotalAssetsGrp/EOYAmt01782566
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01322223
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IRS990/TotalLiabilitiesBOYAmt0188385
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IRS990/TotalLiabilitiesGrp/BOYAmt0188385
IRS990/TotalLiabilitiesGrp/EOYAmt0448443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01123058
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01533288
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01311443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01782566
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01123058
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01334123
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 Mariners Island Blvd 7th F
IRS990/USAddress/CityNm0San Mateo
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094404
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0Mvgo.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Yuen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mountain View
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management Association
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0464024204
ReturnHeader/Filer/PhoneNum09259370980
ReturnHeader/Filer/USAddress/AddressLine1Txt01211 Newell Ave
ReturnHeader/Filer/USAddress/CityNm0Walnut Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680166029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John S Tounger CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0585 Mandana Blvd Ste 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

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