Civic Intelligence

Scotts Valley Educational Foundation

990 • Fiscal year 2023 • EIN 77-0006718

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 17, 2024

Organization Profilewww.svef.net
5610 Scotts Valley Dr Ste B 173Scotts Valley, CA 95066-0000

(831) 331-5941

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

189%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$831,069

Up $23,538 (+2.9%) from 2022

Net Assets

Up

$831,069

Up $23,538 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin23rd percentile

Revenue

Up

$164,479

Up $107,512 (+189%) from 2022

Expenses

Up

$183,573

Up $171,237 (+1388%) from 2022

Net Income

Down

-$19,094

Down $63,725 (-143%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2012: $501,460Liabilities 2012: $0Net Assets 2012: $501,4602012Assets 2013: $378,069Liabilities 2013: $02013Assets 2014: $502,705Liabilities 2014: $0Net Assets 2014: $502,7052014Assets 2015: $558,247Liabilities 2015: $0Net Assets 2015: $558,2472015Assets 2016: $531,807Liabilities 2016: $0Net Assets 2016: $531,8072016Assets 2017: $598,484Liabilities 2017: $0Net Assets 2017: $598,4842017Assets 2018: $672,270Liabilities 2018: $0Net Assets 2018: $672,2702018Assets 2019: $730,804Liabilities 2019: $0Net Assets 2019: $730,8042019Assets 2020: $768,785Liabilities 2020: $1,188Net Assets 2020: $767,5972020Assets 2021: $868,696Liabilities 2021: $0Net Assets 2021: $868,6962021Assets 2022: $807,531Liabilities 2022: $0Net Assets 2022: $807,5312022Assets 2023: $831,069Liabilities 2023: $0Net Assets 2023: $831,0692023Assets 2024: $868,687Liabilities 2024: $0Net Assets 2024: $868,6872024Assets 2025: $880,134Liabilities 2025: $0Net Assets 2025: $880,1342025

Highlighted filing

2023

Assets$831,069
Liabilities$0
Net Assets$831,069
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200KRevenue 2012: $67,899Expenses 2012: $23,500Net Income 2012: $44,3992012Revenue 2013: $186,719Expenses 2013: $328,056Net Income 2013: -$141,3372013Revenue 2014: $102,698Expenses 2014: $37,215Net Income 2014: $65,4832014Revenue 2015: $142,730Expenses 2015: $120,372Net Income 2015: $22,3582015Revenue 2016: $97,360Expenses 2016: $134,315Net Income 2016: -$36,9552016Revenue 2017: $124,805Expenses 2017: $117,084Net Income 2017: $7,7212017Revenue 2018: $167,483Expenses 2018: $127,009Net Income 2018: $40,4742018Revenue 2019: $143,895Expenses 2019: $118,552Net Income 2019: $25,3432019Revenue 2020: $117,917Expenses 2020: $109,999Net Income 2020: $7,9182020Revenue 2021: $117,747Expenses 2021: $136,651Net Income 2021: -$18,9042021Revenue 2022: $56,967Expenses 2022: $12,336Net Income 2022: $44,6312022Revenue 2023: $164,479Expenses 2023: $183,573Net Income 2023: -$19,0942023Revenue 2024: $141,733Expenses 2024: $194,403Net Income 2024: -$52,6702024Revenue 2025: $39,171Expenses 2025: $71,050Net Income 2025: -$31,8792025

Highlighted filing

2023

Revenue$164,479
Expenses$183,573
Net Income-$19,094
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 17, 2024
Return Version
2022v5.0
Gross Receipts
$164,479
Mission and Program Overview

Mission

The scotts valley educational foundation (svef) is an all volunteer 501c-3 non-profit that provides funding for programs and education materials to enhance the solid academic curriculum and maintain the high quality of education in the scotts valley unified school district.

Fundraising for Scotts Valley Unified School Distric

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$807,531$831,069▲ $23,538
Investments Program Related$677,584$714,996▲ $37,412
Cash and Non-Interest-Bearing Accounts$129,947$116,073▼ $13,874
Total Assets$807,531$831,069▲ $23,538
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$807,531$831,069▲ $23,538
Total Liabilities and Net Assets / Fund Balance$807,531$831,069▲ $23,538

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$58,825--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$672,159-▲ $42,837-$714,996
2021$778,456$500▼ $93,297-$685,659
2020$658,525-▲ $119,931-$778,456
2019$624,590$1,188▲ $32,747-$658,525
2018$592,603$3,801▲ $28,186-$624,590
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Nicole Meador MacePresident
Brian RuffVice President
Jessalyn RizziSecretary
Teri GoldwasserSocial Media Manager
Lori GentileTech Coorindator
Matthew OchoaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,479
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$76,558
Change in Net Assets
$-19,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$58,573
Total Fundraising Expense$58,573
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Other Expenses--$50,621$50,621
Total Functional Expenses$125,000$0$58,573$183,573
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Solicitations$51,558$51,558$7,952$43,606
Food Trucks$24,413$24,413-$24,413
Total Events$139,479$139,479$58,573$80,906
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Scotts Valley Educational Foundation
EIN
77-0006718
Address
5610 SCOTTS VALLEY DR STE B 173, SCOTTS VALLEY, CA 95066-0000

Signing Officer

Name
Matthew Ochoa
Title
Treasurer
Signed
2024-03-17

Organization Details

Principal Officer
Matthew Ochoa
Formed
1992
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100
Supplemental Narrative

Additional Explanations

Part IX

“Form 990-Part IX: $125,000”

Raw XML Appendix344 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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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0807531
IRS990/TotalAssetsEOYAmt0831069
IRS990/TotalAssetsGrp/BOYAmt0807531
IRS990/TotalAssetsGrp/EOYAmt0831069
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0164479
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt058573
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0807531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0831069
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164479
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0807531
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0831069
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0404 Thomas Ter
IRS990/USAddress/CityNm0Scotts Valley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095066
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.svef.net
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReasonableCauseExplanation/ExplanationTxt0Due to turnover in the Treasurer role, the Foundation's 990 tax filing wasn't completed on time. This will not continue and future filings will be done prior to the IRS deadline.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Ochoa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTS VALLEY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0770006718
ReturnHeader/Filer/USAddress/AddressLine1Txt05610 SCOTTS VALLEY DR STE B 173
ReturnHeader/Filer/USAddress/CityNm0SCOTTS VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950660000
ReturnHeader/ReturnTs02024-03-17T19:23:31Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$831,069
Liabilities
$0
Net assets
$831,069
Revenue
$164,479
Expenses
$183,573
Net income
-$19,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.39$0.71$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.69$0.00$8.69$1.42$1.94$0.53
2023Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$1.64$1.84$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$0.57$0.12$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.69$0.00$8.69$1.18$1.37$0.19
2020Summary only. Only limited summary data is available for this year.$7.69$0.01$7.68$1.18$1.10$0.08
2019Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$1.44$1.19$0.25
2018Summary only. Only limited summary data is available for this year.$6.72$0.00$6.72$1.67$1.27$0.40
2017Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$1.25$1.17$0.08
2016Summary only. Only limited summary data is available for this year.$5.32$0.00$5.32$0.97$1.34$0.37
2015Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$1.43$1.20$0.22
2014Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$1.03$0.37$0.65
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$1.87$3.28$1.41
2012Summary only. Only limited summary data is available for this year.$5.01$0.00$5.01$0.68$0.24$0.44