Civic Intelligence

Silicon Valley Bicycle Coalition

990 • Fiscal year 2017 • EIN 77-0338658

Jul 01, 2016 to Jun 30, 2017 • Filed on May 01, 2018

96 N Third St Ste 375San Jose, CA 95112

(408) 287-7259

Siviq Scores

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

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.20x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

9.9%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$119,150

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.7%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$797,691

Up $175,898 (+28%) from 2016

Net Assets

Up

$553,549

Up $123,333 (+29%) from 2016

Liabilities

Up

$244,142

Up $52,565 (+27%) from 2016

Revenue

Up

$1,240,999

Up $21,186 (+1.7%) from 2016

Expenses

Up

$1,117,666

Up $50,365 (+4.7%) from 2016

Net Income

Down

$123,333

Down $29,179 (-19%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $52,384Liabilities 2011: $965Net Assets 2011: $51,4192011Assets 2012: $90,688Liabilities 2012: $965Net Assets 2012: $89,7232012Assets 2013: $132,011Liabilities 2013: $3,325Net Assets 2013: $128,6862013Assets 2014: $115,918Liabilities 2014: $5,175Net Assets 2014: $110,7432014Assets 2015: $144,409Liabilities 2015: $13,320Net Assets 2015: $131,0892015Assets 2016: $621,793Liabilities 2016: $191,577Net Assets 2016: $430,2162016Assets 2017: $797,691Liabilities 2017: $244,142Net Assets 2017: $553,5492017Assets 2018: $750,671Liabilities 2018: $92,874Net Assets 2018: $657,7972018Assets 2019: $969,729Liabilities 2019: $112,667Net Assets 2019: $857,0622019Assets 2020: $1,253,856Liabilities 2020: $603,877Net Assets 2020: $649,9792020Assets 2021: $1,517,715Liabilities 2021: $442,185Net Assets 2021: $1,075,5302021Assets 2022: $1,393,114Liabilities 2022: $215,446Net Assets 2022: $1,177,6682022Assets 2023: $1,310,104Liabilities 2023: $203,060Net Assets 2023: $1,107,0442023Assets 2024: $1,306,795Liabilities 2024: $281,348Net Assets 2024: $1,025,4472024

Highlighted filing

2017

Assets$797,691
Liabilities$244,142
Net Assets$553,549

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $332,320Expenses 2011: $311,528Net Income 2011: $20,7922011Expenses 2012: $502,2112012Revenue 2013: $356,044Expenses 2013: $317,081Net Income 2013: $38,9632013Revenue 2014: $799,665Expenses 2014: $746,771Net Income 2014: $52,8942014Revenue 2015: $907,257Expenses 2015: $886,911Net Income 2015: $20,3462015Revenue 2016: $1,219,813Expenses 2016: $1,067,301Net Income 2016: $152,5122016Revenue 2017: $1,240,999Expenses 2017: $1,117,666Net Income 2017: $123,3332017Revenue 2018: $1,185,174Expenses 2018: $1,270,463Net Income 2018: -$85,2892018Revenue 2019: $1,433,138Expenses 2019: $1,233,873Net Income 2019: $199,2652019Revenue 2020: $1,285,174Expenses 2020: $1,329,493Net Income 2020: -$44,3192020Revenue 2021: $1,801,397Expenses 2021: $1,375,846Net Income 2021: $425,5512021Revenue 2022: $1,753,709Expenses 2022: $1,651,574Net Income 2022: $102,1352022Revenue 2023: $1,910,047Expenses 2023: $1,993,157Net Income 2023: -$83,1102023Revenue 2024: $1,911,337Expenses 2024: $2,001,201Net Income 2024: -$89,8642024

Highlighted filing

2017

Revenue$1,240,999
Expenses$1,117,666
Net Income$123,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$1,298,089
Mission and Program Overview

Mission

Our purpose is to create a healthy community, environment, and economy through bicycling for people who live, work, or play in San Mateo and Santa Clara Counties.

SVBC promotes increased bicycle use in Santa Clara and San Mateo Counties through educational programs, advocacy for improved infrastructure, safety campaigns, outreach to motorists, and encouragement events, with the goal that 10% of trips are taken by bike by 2025.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$466,691$683,839▲ $217,148
Accounts Receivable$98,852$113,151▲ $14,299
Savings and Temporary Cash Investments$55,250$0▼ $55,250
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$621,793$797,691▲ $175,898
Other Assets Total$1,000$701▼ $299
Liabilities
Deferred Revenue$182,000$184,778▲ $2,778
Accounts Payable and Accrued Expenses-$49,097-
Other Liabilities$9,577$10,267▲ $690
Total Liabilities$191,577$244,142▲ $52,565
Net Assets / Fund Balance
Unrestricted Net Assets$330,065$516,678▲ $186,613
Temporarily Rstr Net Assets$100,151$36,871▼ $63,280
Total Net Assets Fund Balance$430,216$553,549▲ $123,333
Total Liabilities and Net Assets / Fund Balance$621,793$797,691▲ $175,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shiloh BallardPresidentFT$113,750$5,400$119,150

Board Members and Trustees

NameTitle
James LucasBoard Chair
Amie AshtonBoard Member
Cheryl SmithBoard Member
Daina LujanBoard Member
Gary BrustinBoard Member
Ian DewarBoard Member
Jeff SelzerBoard Member
Ken ChinBoard Member
Lisa SinizerBoard Member
Peter IngramBoard Member
Phil BrothertonBoard Member
Poncho GuevaraBoard Member
Erica RogersSecretary
Alyssa PlickaTreasurer
James ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$897,931
Program Service Revenue
$359,973
Investment Income
$367
Other Revenue
$-17,272
All Other Contributions
$577,535
Change in Net Assets
$123,333

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table108$34,262Fair Market Value (FMV)
Securities Publicly Traded1$772Fair Market Value (FMV)
Total Noncash Contributions109$35,034-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$763,967
Other Expenses$353,699
Total Fundraising Expense$98,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$419,807$83,961$55,974$559,742
Current Officers, Directors, Trustees, and Key Employees$89,096$18,060$13,244$120,400
Office Expenses$73,287$12,614$12,337$98,238
Occupancy$52,241$8,963$5,975$67,179
Payroll Taxes$41,046$8,208$5,473$54,727
Information Technology$40,794--$40,794
Other Employee Benefits$19,112$3,822$2,548$25,482
Conferences and Meetings$18,440$591$1,155$20,186
Travel$16,024$1,273$605$17,902
Fees for Services Other$6,196$6,230$707$13,133
Fees for Services Accounting-$4,644-$4,644
Insurance$446$3,455-$3,901
Pension Plan Contributions$2,711$543$362$3,616
Advertising$3,000--$3,000
Other Expenses$1,695$418-$2,113
Fees for Services Lobbying$1,918--$1,918
Interest$1,720--$1,720
Fees for Services Legal-$1,625-$1,625
Total Functional Expenses$864,879$154,407$98,380$1,117,666
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,805
Fundraising Gross Income$22,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$185,139$22,500$500$22,000
Total Events$185,139$22,500$37,805$-15,305
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to TSCN Diversion$10,267
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Board Treasurers James Parker and Alyssa Plicka have a business relationship.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The board may not, without the approval of the members, adopt, amend, or repeal a bylaw provision that:1. Specifies or changes the maximum or minimum number of directors;2. Increases or extends the terms of directors;3. Changes the structure of the board from fixed to variable or vice versa;4. Increases the quorum for members' meetings;5. Changes members' proxy rights;6. Authorizes cumulative voting;7. Increases the number of directors appointed by the board rather than elected by the members; or8. Authorizes the board to fill a vacancy created by the removal of a director by the member.Members have the right to vote on the disposition of all or substantially all of the corporation's assets; any merger and its principal terms and any amendment of those terms; any election to dissolve the corporation.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is reviewed by the finance committee of the board of directors, including the treasurer, and by the executive director prior to filing. It is also posted for all directors to review.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members complete a questionnaire yearly requiring disclosure of possible conflicts.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board considers comparability data that demonstrate the fair market value of the compensation which may include compensation studies by independent firms; written job offers for positions at similar organizations; documented telephone calls about similar positions at other organizations; or information obtained from the IRS Form 990 filings of similar organizations. The board documents how it reaches its decision, noting the terms of compensation and date it was approved; the members of the board who were present; and the comparability data obtained and relied upon.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

They are posted on our website, and otherwise made available upon request.

Filing and Contact Details

Filer

Filer Name
Silicon Valley Bicycle Coalition
EIN
77-0338658
Phone
4082877259
Address
96 N Third St Ste 375, San Jose, CA 95112

Signing Officer

Name
Shiloh Ballard
Title
President
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shiloh Ballard
Formed
1993
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
15
Volunteers
576

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: TThe San Jose Bike Clinic, a volunteer-run fiscally sponsored program, has the mission of teaching bike repair and maintenance skills to interested persons and to encourage bicycle culture in the local area. The Bike Clinic was able to rent a space in downtown San Jose where they hold clinics four evenings a week. We worked with the City of San Jose to help plan and market Viva Calle San Jose, an open-streets program consisting of events that temporarily close long segments of city streets to vehicle traffic, making them fully accessible to people moving by foot, bike, scooter, skateboard, or any other means of non-motorized travel. We worked with several local companies and agencies to establish BikePool programs which organize groups of riders to ride together at specific times and places to help get more riders used to commuting by bicycle.We do valet bike parking at numerous venues throughout the year. Another fiscally sponsored project, Sunset Bridge received a grant from Art Place to clean up and energize a pedestrian bridge over Highway 101, which connects an ethnically diverse, but somewhat isolated, neighborhood with downtown San Jose. We worked with the bike coalitions in San Francisco and East Bay on a program to make sure that the new bike share program is accessible to low income folks.

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IRS990/Form990PartVIISectionAGrp/PersonNm11Daina Lujan
IRS990/Form990PartVIISectionAGrp/PersonNm12Jeff Selzer
IRS990/Form990PartVIISectionAGrp/PersonNm13Lisa Sinizer
IRS990/Form990PartVIISectionAGrp/PersonNm14Cheryl Smith
IRS990/Form990PartVIISectionAGrp/PersonNm15Shiloh Ballard
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt15President
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IRS990/MissionDesc0Our purpose is to create a healthy community, environment, and economy through bicycling for people who live, work, or play in San Mateo and Santa Clara Counties.
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IRS990/OtherExpensesGrp/Desc0Community Relations-Giveaways
IRS990/OtherExpensesGrp/Desc1Fees
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IRS990/PrincipalOfficerNm0Shiloh Ballard
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IRS990/ProgSrvcAccomActy2Grp/Desc0Outreach and Advocacy: An important part of our mission is to promote safe conditions for bicyclists. We meet regularly with public officials and agency representatives in both San Mateo and Santa Clara counties to promote convenient and safe bicycle infrastructure. We continue to work to get bike lanes and other safety measures for bicyclists installed. We also convene volunteer area teams in several geographic areas to advise and work on changes needed. In 2016-17, our local teams of advocates in San Jose, Mountain View, Palo Alto, and Redwood City continued to meet regularly to discuss issues of local importance. Some issues, such as sidewalk bicycle riding, bike access on Caltrain, and equity in the bicycling movement, made their way to our Policy Advisory Committee to be discussed and recommended for further action by SVBC staff.We hosted our sixth annual Silicon Valley Bike Summit, which brings together professionals, advocates, politicians, and public agency employees in a community event focused on planning for health, environmental security, and enhanced communities. The 2016 Summit featured speakers from state and international bicycling organizations as well as local agency staff and bike bloggers. We also worked with the Valley Transportation Agency to design and adopt complete streets requirements, continued our work on Vision Zero, and furthered plans for safer bike infrastructure on El Camino Real.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0271062
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt042089
IRS990/ProgSrvcAccomActy3Grp/Desc0Bicycle Education: Safety education is one of our most important services. We conduct safety classes for both children and adults. During the 2016-17 school year we conducted a program of classroom and on-bike safety instruction that reached over 6000 children in Belmont, Gilroy, Sunnyvale, Campbell, East Palo Alto and San Jose. We are also working with low income communities to provide bicycle education.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0153868
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherRevenueAmt0-10700
IRS990/PYProgramServiceRevenueAmt0425996
IRS990/PYRevenuesLessExpensesAmt0152512
IRS990/PYSalariesCompEmpBnftPaidAmt0653743
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.28$1.03$1.91$2.00$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.20$1.11$1.91$1.99$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.22$1.18$1.75$1.65$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.44$1.08$1.80$1.38$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.60$0.65$1.29$1.33$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.11$0.86$1.43$1.23$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.09$0.66$1.19$1.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.24$0.55$1.24$1.12$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.19$0.43$1.22$1.07$0.15
2015Summary only. Only limited summary data is available for this year.$0.14$0.01$0.13$0.91$0.89$0.02
2014Summary only. Only limited summary data is available for this year.$0.12$0.01$0.11$0.80$0.75$0.05
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.36$0.32$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.50
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.33$0.31$0.02