Civic Intelligence

Scotts Valley Educational Foundation

990 • Fiscal year 2022 • EIN 77-0006718

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 27, 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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

26th percentile

-7.0%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$807,531

Down $61,165 (-7.0%) from 2021

Net Assets

Down

$807,531

Down $61,165 (-7.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin96th percentile

Revenue

Down

$56,967

Down $60,780 (-52%) from 2021

Expenses

Down

$12,336

Down $124,315 (-91%) from 2021

Net Income

Up

$44,631

Up $63,535 (+336%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2022

Assets$807,531
Liabilities$0
Net Assets$807,531
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$56,967
Expenses$12,336
Net Income$44,631
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 27, 2024
Return Version
2021v4.0
Gross Receipts
$56,967
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 District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$868,696$807,531▼ $61,165
Investments Program Related$778,456$677,584▼ $100,872
Cash and Non-Interest-Bearing Accounts$90,078$129,947▲ $39,869
Savings and Temporary Cash Investments$162$0▼ $162
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$868,696$807,531▼ $61,165
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$868,696$807,531▼ $61,165
Total Liabilities and Net Assets / Fund Balance$868,696$807,531▼ $61,165

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$57,519--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$778,456$500▼ $94,297-$672,159
2020$658,525$0▲ $119,931-$778,456
2019$624,590$1,188▲ $32,747-$658,525
2018$592,603$3,801▲ $28,186-$624,590
2017$545,564$11,455▲ $35,584-$592,603
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Brian RufPresident
Wade LeishmanVice President
Linda BeckoSecretary
Maren PedutoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,967
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$38,371
Change in Net Assets
$44,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,836
Total Fundraising Expense$9,836
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses--$3,541$3,541
Grants to Domestic Orgs$2,500--$2,500
Total Functional Expenses$2,500$0$9,836$12,336
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Food Trucks$11,105$11,105-$11,105
Solicitations$10,595$10,595$85$10,510
Total Events$29,680$29,680$3,541$26,139
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 19

“Documents are all made public prior to each Board of Directors meeting and available upon request.”

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
2024-03-27

Organization Details

Principal Officer
Matthew Ochoa
Formed
1992
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100
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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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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt157519
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Edward Jones - Endowment
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Edward Jones - Beebe Scholarship
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueProgramRltdAmt0672159
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03541
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Solicitations
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Food Trucks
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01551
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01551
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029680
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026139
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01905
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01905
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Documents are all made public prior to each Board of Directors meeting and available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0868696
IRS990/TotalAssetsEOYAmt0807531
IRS990/TotalAssetsGrp/BOYAmt0868696
IRS990/TotalAssetsGrp/EOYAmt0807531
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt056967
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09836
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02500
IRS990/TotalFunctionalExpensesGrp/TotalAmt012336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0868696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0807531
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0868696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0807531
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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
ReasonableCauseExplanation/ExplanationTxt0Filing this report was delayed due to turnover of the Treasurer role.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Ochoa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-27
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/ReturnTs02024-03-28T11:46:48Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,531
Liabilities
$0
Net assets
$807,531
Revenue
$56,967
Expenses
$12,336
Net income
$44,631
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$0.00$8.31$1.64$1.84$0.19
2022Detailed filing. Detailed filing data is available for this year.$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