Civic Intelligence

Sequoias-Portola Valley

EIN 46-5397999 • 501(c)7 • Portola Valley, CA

Profile

To promote pleasure and recreation for and among residents of the association, by (a) assisting in establishing and maintaining an environment that enhances such residents' self-determination and independence, (b) establishing and maintaining community events and activities of interest to such residents related to social, intellectual, educational, religious, spiritual, physical, recreational and other similar pursuits, (c) encouraging and promoting personal contact, commingling, and fellowship among such residents, (d) acting as an advocate on behalf of such residents and a liaison for discourse and communication between such residents and the management of the association and the officers & directors of sequoia living concerning specific issues that impact such residents' quality of life, such as quality of care, exercise of rights, safety, quality of physical environment, and fiscal matters, and (e) otherwise pursuing the enhancement of a positive quality of life for such residents.

501 Portola RoadPortola Valley, CA 94028

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.70x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$164,390

Up $1,529 (+0.9%) from 2024

Liabilities

Up

$36,069

Up $3,736 (+12%) from 2024

Net Assets

Down

$128,321

Down $2,207 (-1.7%) from 2024

Revenue

Down

$51,463

Down $20,222 (-28%) from 2024

Expenses

Up

$53,670

Up $3,632 (+7.3%) from 2024

Net Income

Down

-$2,207

Down $23,854 (-110%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $118,255Liabilities 2015: $13,165Net Assets 2015: $105,0902015Assets 2016: $116,833Liabilities 2016: $18,255Net Assets 2016: $98,5782016Assets 2017: $117,844Liabilities 2017: $13,150Net Assets 2017: $104,6942017Assets 2018: $135,111Liabilities 2018: $8,124Net Assets 2018: $126,9872018Assets 2019: $131,651Liabilities 2019: $18,499Net Assets 2019: $113,1522019Assets 2020: $131,480Liabilities 2020: $8,253Net Assets 2020: $123,2272020Assets 2021: $122,427Liabilities 2021: $7,703Net Assets 2021: $114,7242021Assets 2022: $138,940Liabilities 2022: $11,365Net Assets 2022: $127,5752022Assets 2023: $132,829Liabilities 2023: $27,291Net Assets 2023: $105,5382023Assets 2024: $162,861Liabilities 2024: $32,333Net Assets 2024: $130,5282024Assets 2025: $164,390Liabilities 2025: $36,069Net Assets 2025: $128,3212025

Highlighted filing

2025

Assets$164,390
Liabilities$36,069
Net Assets$128,321

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $91,225Expenses 2015: $110,812Net Income 2015: -$19,5872015Revenue 2016: $105,314Expenses 2016: $111,826Net Income 2016: -$6,5122016Revenue 2017: $83,288Expenses 2017: $77,172Net Income 2017: $6,1162017Revenue 2018: $81,180Expenses 2018: $58,887Net Income 2018: $22,2932018Revenue 2019: $35,544Expenses 2019: $49,037Net Income 2019: -$13,4932019Revenue 2020: $49,126Expenses 2020: $39,051Net Income 2020: $10,0752020Revenue 2021: $13,740Expenses 2021: $22,243Net Income 2021: -$8,5032021Revenue 2022: $45,892Expenses 2022: $33,041Net Income 2022: $12,8512022Revenue 2023: $22,662Expenses 2023: $44,699Net Income 2023: -$22,0372023Revenue 2024: $71,685Expenses 2024: $50,038Net Income 2024: $21,6472024Revenue 2025: $51,463Expenses 2025: $53,670Net Income 2025: -$2,2072025

Highlighted filing

2025

Revenue$51,463
Expenses$53,670
Net Income-$2,207

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)7 • <$500k nonprofits