Civic Intelligence

Martis Valley Education Foundation

990 • Fiscal year 2019 • EIN 47-3892489

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileN/A
12277 Soaring Way No 206Truckee, CA 96161

(415) 851-1780

Siviq Scores

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

Liabilities / Assets

45th percentile

0.15x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

1.60x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

36th percentile

0.3%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$18,776,954

Up $64,300 (+0.3%) from 2018

Net Assets

Up

$15,880,806

Up $892,931 (+6.0%) from 2018

Liabilities

Down

$2,896,148

Down $828,631 (-22%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin89th percentile

Revenue

Down

$1,804,653

Down $345,579 (-16%) from 2018

Expenses

Down

$1,020,310

Down $33,871 (-3.2%) from 2018

Net Income

Down

$784,343

Down $311,708 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2019

Assets$18,776,954
Liabilities$2,896,148
Net Assets$15,880,806
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,804,653
Expenses$1,020,310
Net Income$784,343
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,804,653
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$18,464,575$18,531,945▲ $67,370
Loans From Officers Directors$2,000,000$2,000,000→ $0
Cash and Non-Interest-Bearing Accounts$64,446$135,150▲ $70,704
Savings and Temporary Cash Investments$2,499--
Prepaid Expenses and Deferred Charges$27,454$2,259▼ $25,195
Total Assets$18,712,654$18,776,954▲ $64,300
Other Assets Total$153,680$107,600▼ $46,080
Liabilities
Other Liabilities$800,000$800,000→ $0
Accounts Payable and Accrued Expenses$924,779$96,148▼ $828,631
Total Liabilities$3,724,779$2,896,148▼ $828,631
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,987,875$15,880,806▲ $892,931
Total Net Assets Fund Balance$14,987,875$15,880,806▲ $892,931
Total Liabilities and Net Assets / Fund Balance$18,712,654$18,776,954▲ $64,300

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,921,345$301,704$7,223,049
Other Land Buildings$6,550,708$624,548$7,175,256
Land$4,247,596-$4,247,596
Equipment$812,296$199,521$1,011,817
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Erik SwanPresident
Julie SwanSecretary
SEAN O'TOOLETreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
New Leaders LLCSoftware Development12277 SOARING WAY 203, Truckee, CA 96161-3373$140,157
Revenue and Support

Revenue Composition

Contributions and Grants
$1,804,538
Program Service Revenue
$0
Investment Income
$115
Other Revenue
$0
All Other Contributions
$1,804,538
Change in Net Assets
$784,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$832,917
Grants and Similar Amounts Paid$187,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$599,076--$599,076
Grants to Domestic Orgs$187,393--$187,393
Fees for Services Accounting-$42,502-$42,502
Information Technology$32,810--$32,810
Insurance$18,315--$18,315
Fees for Services Legal-$11,815-$11,815
Other Expenses$1,938--$1,938
All Other Expenses$832--$832
Total Functional Expenses$965,993$54,317$0$1,020,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CommonwiseTruckee, CA501(c)(3)Transfer Charitable Program and Related Assets to Another 501(c)(3) Organization.-
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$2,000,000$2,000,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Land$800,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 (president and director) and julie swan (secretary and director) are a married couple.”

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

“A copy of the form 990 and schedules is provided to all of the 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

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Martis Valley Education Foundation
EIN
47-3892489
Phone
4158511780
Address
12277 SOARING WAY NO 206, TRUCKEE, CA 96161

Signing Officer

Name
Julie Swan
Title
Secretary
Phone
4158511780
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Swan
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The organization granted out a curriculum development program and related assets to another section 501(c)(3) organization.”

Raw XML AppendixShowing 400 of 414 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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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0EDUCATION SOFTWARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRANSFER CHARITABLE PROGRAM AND RELATED ASSETS TO ANOTHER 501(C)(3) ORGANIZATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMONWISE
IRS990ScheduleI/RecipientTable/RecipientEIN0831304692
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012277 SOARING WAY SUITE 206
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TRUCKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096161
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF GRANT FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS AND RECORDED IN THE BOARD MINUTES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02000000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt02000000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ERIK SWAN AND JULIE SWAN REV TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTORS OF LENDER ARE OFFICERS AND DIRECTORS.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt02000000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION GRANTED OUT A CURRICULUM DEVELOPMENT PROGRAM AND RELATED ASSETS TO ANOTHER SECTION 501(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ERIK SWAN (PRESIDENT AND DIRECTOR) AND JULIE SWAN (SECRETARY AND DIRECTOR) ARE A MARRIED COUPLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 AND SCHEDULES IS PROVIDED TO ALL OF THE DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY AND ANY CONFLICTS ARE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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 SECTION 501(C)(3).
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012277 SOARING WAY SUITE 206
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TRUCKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096161
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/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018712654
IRS990/TotalAssetsEOYAmt018776954
IRS990/TotalAssetsGrp/BOYAmt018712654
IRS990/TotalAssetsGrp/EOYAmt018776954
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01804538
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054317
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0965993
IRS990/TotalFunctionalExpensesGrp/TotalAmt01020310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03724779
IRS990/TotalLiabilitiesEOYAmt02896148
IRS990/TotalLiabilitiesGrp/BOYAmt03724779
IRS990/TotalLiabilitiesGrp/EOYAmt02896148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014987875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015880806
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0965993
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0115
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01804653
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018712654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018776954
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012277 SOARING WAY NO 206
IRS990/USAddress/CityNm0TRUCKEE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096161
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04158511780
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIS VALLEY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0473892489
ReturnHeader/Filer/PhoneNum04158511780
ReturnHeader/Filer/USAddress/AddressLine1Txt012277 SOARING WAY NO 206
ReturnHeader/Filer/USAddress/CityNm0TRUCKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.184.139.130
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:51:46

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,776,954
Liabilities
$2,896,148
Net assets
$15,880,806
Revenue
$1,804,653
Expenses
$1,020,310
Net income
$784,343
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
2019Detailed filing. Detailed filing data is available for this year.$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