Civic Intelligence

Silicon Valley Realtors Charitable Foundation

990EZ • Fiscal year 2016 • EIN 94-3250924

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileWWW.SILVAR.ORG/INDEX.CFM/CHARITABLE_FO
19400 Stevens Creek Blvd 100Cupertino, CA 95014

(408) 200-0103

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$143,490

Down $31,506 (-18%) from 2015

Net Assets

Down

$143,490

Down $31,506 (-18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$61,053

Down $27,522 (-31%) from 2015

Expenses

Up

$92,559

Up $47,224 (+104%) from 2015

Net Income

Down

-$31,506

Down $74,746 (-173%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $46,791Liabilities 2011: $2,417Net Assets 2011: $44,3742011Assets 2012: $67,864Liabilities 2012: $2,368Net Assets 2012: $65,4962012Assets 2013: $104,810Liabilities 2013: $4,342Net Assets 2013: $100,4682013Assets 2014: $132,196Liabilities 2014: $439Net Assets 2014: $131,7572014Assets 2015: $174,996Net Assets 2015: $174,9962015Assets 2016: $143,490Net Assets 2016: $143,4902016Assets 2017: $159,673Net Assets 2017: $159,6732017Assets 2018: $175,948Net Assets 2018: $175,9482018Assets 2019: $189,595Net Assets 2019: $189,5952019Assets 2020: $187,064Net Assets 2020: $187,0642020Assets 2021: $185,153Liabilities 2021: $120Net Assets 2021: $185,0332021Assets 2022: $186,519Liabilities 2022: $120Net Assets 2022: $186,3992022Assets 2023: $193,746Liabilities 2023: $120Net Assets 2023: $193,6262023Assets 2024: $186,876Net Assets 2024: $186,8762024

Highlighted filing

2016

Assets$143,490
Liabilities-
Net Assets$143,490
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,184Expenses 2011: $47,209Net Income 2011: -$2,0252011Revenue 2012: $53,615Expenses 2012: $32,492Net Income 2012: $21,1232012Revenue 2013: $68,370Expenses 2013: $33,398Net Income 2013: $34,9722013Revenue 2014: $68,929Expenses 2014: $37,640Net Income 2014: $31,2892014Revenue 2015: $88,575Expenses 2015: $45,335Net Income 2015: $43,2402015Revenue 2016: $61,053Expenses 2016: $92,559Net Income 2016: -$31,5062016Revenue 2017: $65,311Expenses 2017: $49,128Net Income 2017: $16,1832017Revenue 2018: $61,273Expenses 2018: $44,998Net Income 2018: $16,2752018Revenue 2019: $54,539Expenses 2019: $40,892Net Income 2019: $13,6472019Revenue 2020: $40,424Expenses 2020: $42,955Net Income 2020: -$2,5312020Revenue 2021: $44,759Expenses 2021: $46,790Net Income 2021: -$2,0312021Revenue 2022: $47,546Expenses 2022: $46,180Net Income 2022: $1,3662022Revenue 2023: $39,252Expenses 2023: $32,025Net Income 2023: $7,2272023Revenue 2024: $36,325Expenses 2024: $43,075Net Income 2024: -$6,7502024

Highlighted filing

2016

Revenue$61,053
Expenses$92,559
Net Income-$31,506
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$61,053
Mission and Program Overview

Mission

The foundation is a trust which makes grants available to organizations from donations by its realtor and affiliate members and friends.

Program Services

DescriptionGrantsExpenses
DONATIONS TO CHARITABLE FOUNDATIONS-$63,000
SCHOLARASHIPS TO GRADUATES OF ELIGIBLE DISTRICT SCHOOLS-$17,000
DONATIONS TO DISTRICT CHARITABLE EVENTS-$11,704
FOUNDATION DONATIONS, DISTRICT EVENT DONATIONS, SCHOLARSHIP DONATION-$55
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EILEEN GIORGIPresident-$0--
PAUL CARDUSSecretary-$0--
PHYLLIS CARMICHAELTreasurer-$0--
KAREN TROLANDirector-$0--
DENISE WELSHDirector-$0--
CHRIS ISSACSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
District Income$17,652$17,652-$17,652
Total Events$17,652$17,652-$17,652
Filing and Contact Details

Filer

Filer Name
Silicon Valley Realtors
EIN
94-3250924
Phone
4082000103
Address
19400 STEVENS CREEK BLVD 100, CUPERTINO, CA 95014

Signing Officer

Name
Eileen Giorgi
Title
President
Phone
4082000103
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Fred Marcussen CPA
Address
990 INDUSTRIAL RD STE 210, SAN CARLOS, CA 94070-4120
Preparer
Fred a Marcussen
Phone
6505081040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income-misc 612 total 612”

Form 990-ez, Part I, Line 16

“Expenses scholarship donations 17,000 foundation donations 63,000 district events - donatn 11,704 total 91,704”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part III

“The foundation is a trust which makes grants available to organizations from donations by its realtor and affiliate members and friends.”

Form 990-ez, Part III, Line 31

“Foundation donations, district event donations, scholarship donation”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SILICON VALLEY REALTORS
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04082000103
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019400 STEVENS CREEK BLVD 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CUPERTINO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042449
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31506
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0855
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0174996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143490
IRS990EZ/FundraisingGrossIncomeAmt017652
IRS990EZ/GrossReceiptsAmt061053
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0340
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0174996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0143490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0174996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0143490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EILEEN GIORGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL CARDUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHYLLIS CARMICHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN TROLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENISE WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS ISSACSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091704
IRS990EZ/OtherRevenueTotalAmt0612
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS A TRUST WHICH MAKES GRANTS AVAILABLE TO ORGANIZATIONS FROM DONATIONS BY ITS REALTOR AND AFFILIATE MEMBERS AND FRIENDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARASHIPS TO GRADUATES OF ELIGIBLE DISTRICT SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO CHARITABLE FOUNDATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS TO DISTRICT CHARITABLE EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FOUNDATION DONATIONS, DISTRICT EVENT DONATIONS, SCHOLARSHIP DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt163000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211704
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt355
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt017652
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092559
IRS990EZ/TotalProgramServiceExpensesAmt091759
IRS990EZ/TotalRevenueAmt061053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SILVAR.ORG/INDEX.CFM/CHARITABLE_FO
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0171370
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018604
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0171370
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029173
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0171370
IRS990ScheduleA/TotalSupportAmt0171370
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DISTRICT INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017652
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME-MISC 612 TOTAL 612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SCHOLARSHIP DONATIONS 17,000 FOUNDATION DONATIONS 63,000 DISTRICT EVENTS - DONATN 11,704 TOTAL 91,704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION IS A TRUST WHICH MAKES GRANTS AVAILABLE TO ORGANIZATIONS FROM DONATIONS BY ITS REALTOR AND AFFILIATE MEMBERS AND FRIENDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOUNDATION DONATIONS, DISTRICT EVENT DONATIONS, SCHOLARSHIP DONATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN GIORGI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082000103
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SILICON VALLEY REALTORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SILI
ReturnHeader/Filer/EIN0943250924
ReturnHeader/Filer/PhoneNum04082000103
ReturnHeader/Filer/USAddress/AddressLine1Txt019400 STEVENS CREEK BLVD 100
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2FFA9CD578CA69A1649A1EABF6E5BC7321D10DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2FFA9CD578CA69A1649A1EABF6E5BC7321D10DC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943230887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRED MARCUSSEN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 INDUSTRIAL RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CARLOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940704120
ReturnHeader/PreparerPersonGrp/PhoneNum06505081040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED A MARCUSSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-12T09:54:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,490
Liabilities
-
Net assets
$143,490
Revenue
$61,053
Expenses
$92,559
Net income
-$31,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.36$0.43$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.39$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.86$0.48$0.46$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.45$0.47$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.40$0.43$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.55$0.41$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.61$0.45$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.65$0.49$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.61$0.93$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.89$0.45$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.69$0.38$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.00$0.68$0.33$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.02$0.65$0.54$0.32$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.02$0.44$0.45$0.47$0.02