Civic Intelligence

Martis Valley Education Foundation

990 • Fiscal year 2021 • EIN 47-3892489

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
38 Keyes Avenue 200San Francisco, CA 94129

(415) 851-1780

Siviq Scores

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

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

8.94x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

2nd percentile

-162%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

13th percentile

-3.5%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

135%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$17,594,636

Down $640,091 (-3.5%) from 2020

Net Assets

Down

$14,867,128

Down $495,140 (-3.2%) from 2020

Liabilities

Down

$2,727,508

Down $144,951 (-5.0%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Up

$305,000

Up $174,990 (+135%) from 2020

Expenses

Up

$800,141

Up $151,593 (+23%) from 2020

Net Income

Up

-$495,141

Up $23,397 (+4.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$17,594,636
Liabilities$2,727,508
Net Assets$14,867,128
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$305,000
Expenses$800,141
Net Income-$495,141
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$305,000
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$18,017,874$17,419,480▼ $598,394
Loans From Officers Directors$2,000,000$2,000,000→ $0
Cash and Non-Interest-Bearing Accounts$94,629$55,673▼ $38,956
Prepaid Expenses and Deferred Charges$11,349$11,883▲ $534
Accounts Receivable$3,275--
Total Assets$18,234,727$17,594,636▼ $640,091
Other Assets Total$107,600$107,600→ $0
Liabilities
Other Liabilities$800,000$711,778▼ $88,222
Accounts Payable and Accrued Expenses$72,459$15,730▼ $56,729
Total Liabilities$2,872,459$2,727,508▼ $144,951
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,362,268$14,867,128▼ $495,140
Total Net Assets Fund Balance$15,362,268$14,867,128▼ $495,140
Total Liabilities and Net Assets / Fund Balance$18,234,727$17,594,636▼ $640,091

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,566,672$669,477$7,236,149
Other Land Buildings$6,028,520$1,204,501$7,233,021
Land$4,247,596-$4,247,596
Equipment$576,692$428,072$1,004,764
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Erik SwanPresident
Julie SwanSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$305,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$305,000
Change in Net Assets
$-495,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$800,141
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$598,394--$598,394
Fees for Services Other$145,000$2,800-$147,800
Insurance$20,703--$20,703
Interest$11,778--$11,778
Fees for Services Accounting-$9,661-$9,661
Fees for Services Legal-$4,683-$4,683
Other Expenses$2--$2
Total Functional Expenses$782,997$17,144$0$800,141
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$711,778
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 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
2022-11-15
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
2

Preparer

Firm
Tandem Llp
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Strategy: Program service expenses 145,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 145,000. Tax Preparation Fees: Program service expenses 0. Management and general expenses 2,800. Fundraising expenses 0. Total expenses 2,800.”

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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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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/ExplanationTxt4Strategy: Program service expenses 145,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 145,000. Tax Preparation Fees: Program service expenses 0. Management and general expenses 2,800. Fundraising expenses 0. Total expenses 2,800.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
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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
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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
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018234727
IRS990/TotalAssetsEOYAmt017594636
IRS990/TotalAssetsGrp/BOYAmt018234727
IRS990/TotalAssetsGrp/EOYAmt017594636
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0305000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017144
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0782997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0800141
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IRS990/TotalLiabilitiesGrp/EOYAmt02727508
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0305000
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017594636
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IRS990/USAddress/ZIPCd094129
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Swan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04158511780
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Martis Valley Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0473892489
ReturnHeader/Filer/PhoneNum04158511780
ReturnHeader/Filer/USAddress/AddressLine1Txt038 Keyes Avenue 200
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02022-11-15T19:05:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swan
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,594,636
Liabilities
$2,727,508
Net assets
$14,867,128
Revenue
$305,000
Expenses
$800,141
Net income
-$495,141
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
2021Detailed filing. Detailed filing data is available for this year.$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