Civic Intelligence

Simi Valley Education Foundation

EIN 77-0299495 • 501(c)3 • Simi Valley, CA

Profile

Support of public schools and students in the simi valley unified school district.

PO Box 1439Simi Valley, CA 93062

www.svef.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$33,075

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

7.1%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$238,795

Up $15,759 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$238,795

Up $15,759 (+7.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin69th percentile

Revenue

Up

$111,186

Up $16,061 (+17%) from 2023

Expenses

Up

$95,427

Up $4,995 (+5.5%) from 2023

Net Income

Up

$15,759

Up $11,066 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2011: $270,946Liabilities 2011: $0Net Assets 2011: $270,9462011Assets 2012: $280,622Liabilities 2012: $0Net Assets 2012: $280,6222012Assets 2013: $246,809Liabilities 2013: $0Net Assets 2013: $246,8092013Assets 2014: $227,727Liabilities 2014: $0Net Assets 2014: $227,7272014Assets 2015: $268,050Liabilities 2015: $0Net Assets 2015: $268,0502015Assets 2016: $281,460Liabilities 2016: $0Net Assets 2016: $281,4602016Assets 2017: $281,007Liabilities 2017: $0Net Assets 2017: $281,0072017Assets 2018: $209,139Liabilities 2018: $0Net Assets 2018: $209,1392018Assets 2019: $229,211Liabilities 2019: $0Net Assets 2019: $229,2112019Assets 2020: $219,019Liabilities 2020: $0Net Assets 2020: $219,0192020Assets 2021: $249,510Liabilities 2021: $0Net Assets 2021: $249,5102021Assets 2022: $218,343Liabilities 2022: $0Net Assets 2022: $218,3432022Assets 2023: $223,036Liabilities 2023: $0Net Assets 2023: $223,0362023Assets 2024: $238,795Liabilities 2024: $0Net Assets 2024: $238,7952024

Highlighted filing

2024

Assets$238,795
Liabilities$0
Net Assets$238,795
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2011: $118,742Expenses 2011: $140,447Net Income 2011: -$21,7052011Revenue 2012: $149,357Expenses 2012: $139,681Net Income 2012: $9,6762012Revenue 2013: $136,429Expenses 2013: $170,242Net Income 2013: -$33,8132013Revenue 2014: $89,456Expenses 2014: $108,538Net Income 2014: -$19,0822014Revenue 2015: $171,029Expenses 2015: $130,706Net Income 2015: $40,3232015Revenue 2016: $111,664Expenses 2016: $98,254Net Income 2016: $13,4102016Revenue 2017: $104,603Expenses 2017: $105,056Net Income 2017: -$4532017Revenue 2018: $56,398Expenses 2018: $128,266Net Income 2018: -$71,8682018Revenue 2019: $112,219Expenses 2019: $92,147Net Income 2019: $20,0722019Revenue 2020: $88,031Expenses 2020: $98,223Net Income 2020: -$10,1922020Revenue 2021: $114,093Expenses 2021: $83,602Net Income 2021: $30,4912021Revenue 2022: $53,536Expenses 2022: $84,703Net Income 2022: -$31,1672022Revenue 2023: $95,125Expenses 2023: $90,432Net Income 2023: $4,6932023Revenue 2024: $111,186Expenses 2024: $95,427Net Income 2024: $15,7592024

Highlighted filing

2024

Revenue$111,186
Expenses$95,427
Net Income$15,759
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$238,795
Liabilities
$0
Net assets
$238,795
Revenue
$111,186
Expenses
$95,427
Net income
$15,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$1.11$0.95$0.16
2023Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.95$0.90$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$0.54$0.85$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$1.14$0.84$0.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.88$0.98$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$1.12$0.92$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.56$1.28$0.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$1.05$1.05$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$1.12$0.98$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$1.71$1.31$0.40
2014Summary only. Only limited summary data is available for this year.$2.28$0.00$2.28$0.89$1.09$0.19
2013Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$1.36$1.70$0.34
2012Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$1.49$1.40$0.10
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$1.19$1.40$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$75,037
Mission and Program Overview

Mission

Support of public schools and students in the simi valley unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$249,510$218,343▼ $31,167
Investments in Publicly Traded Securities$208,728$186,573▼ $22,155
Cash and Non-Interest-Bearing Accounts$35,780$25,765▼ $10,015
Savings and Temporary Cash Investments$5,002$5,005▲ $3
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$249,510$218,343▼ $31,167
Other Assets Total-$1,000-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$249,510$218,343▼ $31,167
Total Liabilities and Net Assets / Fund Balance$249,510$218,343▼ $31,167

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,164$1,164
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cindy JacobyExecutive DirecPT$33,075$33,075

Board Members and Trustees

NameTitle
Liz HernandezPresident
Ryan FowlerPresident Elect
Jenny FullerSecretary
Eric LundstromTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,721
Program Service Revenue
$0
Investment Income
$9,053
Other Revenue
$13,762
All Other Contributions
$12,396
Change in Net Assets
$-31,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,298
Salaries, Compensation, and Employee Benefits$35,817
Total Fundraising Expense$16,537
Other Expenses$10,588
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,298--$38,298
Current Officers, Directors, Trustees, and Key Employees-$16,538$16,537$33,075
Payroll Taxes-$2,742-$2,742
Insurance-$2,698-$2,698
Fees for Services Accounting-$2,640-$2,640
Office Expenses-$1,962-$1,962
Other Expenses-$360-$360
All Other Expenses-$332-$332
Total Functional Expenses$38,298$29,868$16,537$84,703
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Simi Valley SchoolsSimi Valley, CA--$38,298
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,263
Fundraising Direct Expenses$21,501
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,518$17,518$1,172$16,346
Gala$12,135$12,135$3,868$8,267
Total Events$29,653$29,653$14,662$14,991
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 reveiwed by treasurer and executive committee”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Simi Valley Education Foundation
EIN
77-0299495
Phone
8777464543
Address
PO BOX 1439, SIMI VALLEY, CA 93062

Signing Officer

Name
Eric Lundstrom
Title
Treasurer
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
1
Volunteers
50

Preparer

Firm
Paul Goodnough CPA
Address
525 Country Club Dr Ste C, Simi Valley, CA 93065
Preparer
Paul Goodnough
Phone
8055770526
Raw XML AppendixShowing 400 of 418 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.

Path#Value
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt033075
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IRS990/CompensationProcessCEOInd0false
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
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IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
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