Civic Intelligence

Silicon Valley Bicycle Coalition

990 • Fiscal year 2022 • EIN 77-0338658

Jul 01, 2021 to Jun 30, 2022 • Filed on May 16, 2023

155 S 11th StSan Jose, CA 95112

(408) 287-7259

Siviq Scores

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

Liabilities / Assets

64th percentile

0.15x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.12x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

5.8%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

84th percentile

$151,399

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

23rd percentile

-8.2%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-2.6%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,393,114

Down $124,601 (-8.2%) from 2021

Net Assets

Up

$1,177,668

Up $102,138 (+9.5%) from 2021

Liabilities

Down

$215,446

Down $226,739 (-51%) from 2021

Revenue

Down

$1,753,709

Down $47,688 (-2.6%) from 2021

Expenses

Up

$1,651,574

Up $275,728 (+20%) from 2021

Net Income

Down

$102,135

Down $323,416 (-76%) from 2021

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

2022

Assets$1,393,114
Liabilities$215,446
Net Assets$1,177,668

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

2022

Revenue$1,753,709
Expenses$1,651,574
Net Income$102,135
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 16, 2023
Return Version
2021v4.1
Gross Receipts
$1,791,297
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.

To build healthier and more just communities by making bicycling safe and accessible for everyone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$977,205$745,542▼ $231,663
Savings and Temporary Cash Investments$304,440$399,571▲ $95,131
Accounts Receivable$230,993$240,435▲ $9,442
Prepaid Expenses and Deferred Charges$5,077$7,566▲ $2,489
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-
Total Assets$1,517,715$1,393,114▼ $124,601
Other Assets Total-$0-
Liabilities
Other Liabilities$150,000--
Deferred Revenue$167,750$119,283▼ $48,467
Accounts Payable and Accrued Expenses$124,435$96,163▼ $28,272
Total Liabilities$442,185$215,446▼ $226,739
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,065,867$983,332▼ $82,535
Net Assets With Donor Restrictions$9,663$194,336▲ $184,673
Total Net Assets Fund Balance$1,075,530$1,177,668▲ $102,138
Total Liabilities and Net Assets / Fund Balance$1,517,715$1,393,114▼ $124,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shiloh BallardExecutive DirectorFT$140,000$28,014$168,014

Board Members and Trustees

NameTitle
Amie AshtonBoard Chair
James ParkerVice-Chair
Andrew HsuDirector
Gary BrustinDirector
James LucasDirector
Josh MelloDirector
Katie DeLeuwDirector
Melissa CerezoDirector
Poncho GuevaraDirector
Christina SalvatierSecretary
Alyssa PlickaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,574,394
Program Service Revenue
$97,507
Investment Income
$942
Other Revenue
$80,866
All Other Contributions
$946,505
Change in Net Assets
$102,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,128,965
Other Expenses$427,110
Total Fundraising Expense$162,986
Grants and Similar Amounts Paid$95,499
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$488,883$255,779$54,081$798,743
Current Officers, Directors, Trustees, and Key Employees$67,700$67,699$67,699$203,098
Office Expenses$138,331$22,196$15,128$175,655
Fees for Services Other$123,634$39,495-$163,129
Grants to Domestic Orgs$95,499--$95,499
Payroll Taxes$44,979$26,224$9,624$80,827
Other Employee Benefits$16,571$17,124$5,683$39,378
Occupancy$19,705$9,379$4,275$33,359
Information Technology$11,014$3,040$4,301$18,355
Fees for Services Accounting-$16,753-$16,753
Conferences and Meetings$5,743$3,132$295$9,170
Pension Plan Contributions$3,955$1,249$1,715$6,919
Insurance$2,388$3,403-$5,791
Advertising$3,132--$3,132
Travel$1,557$24$185$1,766
Total Functional Expenses$1,023,091$465,497$162,986$1,651,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bike East BayOakland, CA501(c)3-$36,000
San Francisco Bike CoalitionSan Francisco, CA501(c)4-$20,000
Sonoma Cos Bicycle CoalitionSanta Rosa, CA--$12,000
Solano Transportation AuthSuisun City, CA501(c)3-$9,999
Marin County Bike CoalitionFairfax, CA501(c)3-$9,500
Napa Valley Bicycle CoalitionNapa, CA501(c)3-$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,198
Fundraising Gross Income$16,784
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bike to the Future$60,584$16,784$10,325$6,459
Total Events$60,584$16,784$27,198$-10,414
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-
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
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 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; or 8. 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 reasonable request.

Filing and Contact Details

Filer

Filer Name
Silicon Valley Bicycle Coalition
EIN
77-0338658
Phone
4082877259
Address
155 S 11th St, San Jose, CA 95112

Signing Officer

Name
Shiloh Ballard
Title
Executive Director
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shiloh Ballard
Formed
1993
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
30
Volunteers
415

Preparer

Firm
Shining Star Consulting LLC
Address
2320 Oak St, Berkeley, CA 94708
Preparer
Monte Meyers
Phone
5109996712
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Bike Clinic: The San Jose Bike Clinic is a volunteer-run fiscally sponsored program with goal of teaching bike repair and maintenance skills to interested community members 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 do valet bike parking at numerous venues throughout the year, a service that promotes ridership by making sure people's bikes are safe when they ride to events. 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 communities.

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IRS990/ProgSrvcAccomActy2Grp/Desc0Outreach and Advocacy: An important part of our mission is to promote safe conditions for bicyclists and pedestrians, while encouraging bicycling for all purposes and for all people. We meet regularly with public officials and agency representatives in 36 jurisdictions within 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 convene volunteer teams in several geographic areas to advise on local needs of bicycle infrastructure and policy change. In 2021-22, 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 e-scooter regulations, 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 seventh 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 Summit featured speakers from state and international bicycling organizations as well as local agency staff and bike bloggers. We worked with the San Mateo County Transportation Agency to increase transportation funding through 2049 Measure W and ensured that additional funding would be appropriated to bicycle and pedestrian infrastructure. The SVBC works strategically in broad advocacy initiatives that will help achieve the set goal to see a 10% increase of trips by bike by 2025, furthering the mission to create a healthy community, environment, and economy through bicycling in San Mateo and Santa Clara Counties.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Bicycle Education: Safety education is one of our most important services. We conduct safety classes for both children and adults. During the 2021-22 school year we conducted a program of classroom and on-bike safety instruction that reached over 6000 children in the two counties we serve. We are also working with low income
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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