Civic Intelligence

Martis Valley Education Foundation

EIN 47-3892489 • 501(c)3 • San Francisco, CA

Profile

The Foundation's mission is the development and lease of real property to public charities at substantially below cost.

38 Keyes Avenue 200San Francisco, CA 94129

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.19x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

5.65x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-110%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-3.9%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$15,706,465

Down $674,742 (-4.1%) from 2023

Liabilities

Down

$2,938,830

Down $100,320 (-3.3%) from 2023

Net Assets

Down

$12,767,635

Down $574,422 (-4.3%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin3rd percentile

Revenue

Up

$520,024

Up $415,024 (+395%) from 2023

Expenses

Up

$1,094,446

Up $118,492 (+12%) from 2023

Net Income

Up

-$574,422

Up $296,532 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $2,791,578Liabilities 2015: $10,742Net Assets 2015: $2,780,8362015Assets 2016: $10,531,297Liabilities 2016: $919,290Net Assets 2016: $9,612,0072016Assets 2017: $17,126,448Liabilities 2017: $3,229,875Net Assets 2017: $13,896,5732017Assets 2018: $18,712,654Liabilities 2018: $3,724,779Net Assets 2018: $14,987,8752018Assets 2019: $18,776,954Liabilities 2019: $2,896,148Net Assets 2019: $15,880,8062019Assets 2020: $18,234,727Liabilities 2020: $2,872,459Net Assets 2020: $15,362,2682020Assets 2021: $17,594,636Liabilities 2021: $2,727,508Net Assets 2021: $14,867,1282021Assets 2022: $16,991,383Liabilities 2022: $2,778,372Net Assets 2022: $14,213,0112022Assets 2023: $16,381,207Liabilities 2023: $3,039,150Net Assets 2023: $13,342,0572023Assets 2024: $15,706,465Liabilities 2024: $2,938,830Net Assets 2024: $12,767,6352024

Highlighted filing

2024

Assets$15,706,465
Liabilities$2,938,830
Net Assets$12,767,635
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,853,099Expenses 2015: $72,263Net Income 2015: $2,780,8362015Revenue 2016: $7,000,151Expenses 2016: $148,218Net Income 2016: $6,851,9332016Revenue 2017: $4,530,616Expenses 2017: $272,077Net Income 2017: $4,258,5392017Revenue 2018: $2,150,232Expenses 2018: $1,054,181Net Income 2018: $1,096,0512018Revenue 2019: $1,804,653Expenses 2019: $1,020,310Net Income 2019: $784,3432019Revenue 2020: $130,010Expenses 2020: $648,548Net Income 2020: -$518,5382020Revenue 2021: $305,000Expenses 2021: $800,141Net Income 2021: -$495,1412021Revenue 2022: $60,012Expenses 2022: $714,129Net Income 2022: -$654,1172022Revenue 2023: $105,000Expenses 2023: $975,954Net Income 2023: -$870,9542023Revenue 2024: $520,024Expenses 2024: $1,094,446Net Income 2024: -$574,4222024

Highlighted filing

2024

Revenue$520,024
Expenses$1,094,446
Net Income-$574,422
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,706,465
Liabilities
$2,938,830
Net assets
$12,767,635
Revenue
$520,024
Expenses
$1,094,446
Net income
-$574,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$2.94$12.8$0.52$1.09$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$3.04$13.3$0.11$0.98$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.78$14.2$0.06$0.71$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$2.73$14.9$0.31$0.80$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$2.87$15.4$0.13$0.65$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$2.90$15.9$1.80$1.02$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$3.72$15.0$2.15$1.05$1.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$3.23$13.9$4.53$0.27$4.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.92$9.61$7.00$0.15$6.85
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.01$2.78$2.85$0.07$2.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.2
Gross Receipts
$520,024
Mission and Program Overview

Mission

The foundation's mission is development and lease of real property to public charities at substantially below cost and development educational programs and software.

Substantially below cost lease of real property to public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,232,061$15,655,569▼ $576,492
Loans From Officers Directors$2,095,000$2,095,000→ $0
Prepaid Expenses and Deferred Charges$28,862$29,742▲ $880
Cash and Non-Interest-Bearing Accounts$19,144$21,154▲ $2,010
Total Assets$16,381,207$15,706,465▼ $674,742
Other Assets Total$101,140$0▼ $101,140
Liabilities
Other Liabilities$711,778$711,778→ $0
Accounts Payable and Accrued Expenses$232,372$132,052▼ $100,320
Total Liabilities$3,039,150$2,938,830▼ $100,320
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,342,057$12,767,635▼ $574,422
Total Net Assets Fund Balance$13,342,057$12,767,635▼ $574,422
Total Liabilities and Net Assets / Fund Balance$16,381,207$15,706,465▼ $674,742

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,152,129$2,535,050$7,687,179
Buildings$5,998,723$1,237,426$7,236,149
Land$4,247,596-$4,247,596
Equipment$257,121$293,485$550,606
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Erik SwanPresident
Julie SwanSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$520,000
Program Service Revenue
$24
Investment Income
$0
Other Revenue
$0
All Other Contributions
$520,000
Change in Net Assets
$-574,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,094,446
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
Depreciation Depletion$576,492--$576,492
Insurance$40,647$6,486-$47,133
Interest$35,589--$35,589
Fees for Services Legal-$10,640-$10,640
Fees for Services Accounting-$3,025-$3,025
Other Expenses$31--$31
Total Functional Expenses$1,074,295$20,151$0$1,094,446
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
Loans from Officers, Directors, Trustees, and Key Employees$2,095,000$2,095,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note payable - land$711,778
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Erik Swan and Julie Swan are officers and directors. They are a married couple.”

Form 990, Part VI, Section B, line 11B

“A copy of the Form 990 is reviewed by the officers and directors before filing.”

Form 990, Part VI, Section B, line 12C

“The policy and any conflicts are reviewed annually.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Martis Valley Education Foundation
EIN
47-3892489
Phone
4158511780
Address
38 Keyes Avenue 200, San Francisco, CA 94129

Signing Officer

Name
Julie Swan
Title
Treasurer/Secretary
Phone
4158511780
Signed
2025-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Swan
Formed
2015
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Tandem Llp
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
Raw XML Appendix387 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.

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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt02000000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt275000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Erik Swan and Julie Swan Rev Trust
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Erik Swan and Julie Swan Rev Trust
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Erik Swan and Julie Swan Rev Trust
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Trustors of lender are officers and directors.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Trustors of lender are officers and directors.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2Trustors of lender are officers and directors.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/TotalBalanceDueAmt02095000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Erik Swan and Julie Swan are officers and directors. They are a married couple.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 is reviewed by the officers and directors before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The policy and any conflicts are reviewed annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Commonwise
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0831304692
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Charitable and educational within the meaning of IRC Sec. 501(c )(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt038 Keyes Ave Suite
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Francisco
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094129
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016381207
IRS990/TotalAssetsEOYAmt015706465
IRS990/TotalAssetsGrp/BOYAmt016381207
IRS990/TotalAssetsGrp/EOYAmt015706465
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0520000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020151
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01074295
IRS990/TotalFunctionalExpensesGrp/TotalAmt01094446
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03039150
IRS990/TotalLiabilitiesEOYAmt02938830
IRS990/TotalLiabilitiesGrp/BOYAmt03039150
IRS990/TotalLiabilitiesGrp/EOYAmt02938830
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013342057
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012767635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01074295
IRS990/TotalProgramServiceRevenueAmt024
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520024
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016381207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015706465
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt038 Keyes Avenue 200
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094129
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Swan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04158511780
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Martis Valley Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0473892489
ReturnHeader/Filer/PhoneNum04158511780
ReturnHeader/Filer/USAddress/AddressLine1Txt038 Keyes Avenue 200
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475525639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANDEM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 Old County Road Suite 100-140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacifica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094044
ReturnHeader/PreparerPersonGrp/PhoneNum06503509805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02025-11-08T00:05:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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