Civic Intelligence

San Gabriel Valley Educational Foundation

990 • Fiscal year 2021 • EIN 95-4023144

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

PO Box 1175San Gabriel, CA 91778

(818) 973-4500

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

79th percentile

37%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

20%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

89%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$337,886

Up $55,477 (+20%) from 2020

Net Assets

Up

$304,136

Up $41,727 (+16%) from 2020

Liabilities

Up

$33,750

Up $13,750 (+69%) from 2020

Revenue

Up

$113,570

Up $53,325 (+89%) from 2020

Expenses

Down

$71,843

Down $180,118 (-71%) from 2020

Net Income

Up

$41,727

Up $233,443 (+122%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $238,477Liabilities 2011: $0Net Assets 2011: $238,4772011Assets 2012: $377,158Liabilities 2012: $0Net Assets 2012: $377,1582012Assets 2013: $357,579Liabilities 2013: $0Net Assets 2013: $357,5792013Assets 2014: $353,739Liabilities 2014: $0Net Assets 2014: $353,7392014Assets 2015: $357,101Liabilities 2015: $0Net Assets 2015: $357,1012015Assets 2016: $372,654Liabilities 2016: $0Net Assets 2016: $372,6542016Assets 2017: $374,542Liabilities 2017: $0Net Assets 2017: $374,5422017Assets 2018: $427,301Liabilities 2018: $0Net Assets 2018: $427,3012018Assets 2019: $454,125Liabilities 2019: $0Net Assets 2019: $454,1252019Assets 2020: $282,409Liabilities 2020: $20,000Net Assets 2020: $262,4092020Assets 2021: $337,886Liabilities 2021: $33,750Net Assets 2021: $304,1362021Assets 2022: $300,558Liabilities 2022: $0Net Assets 2022: $300,5582022Assets 2023: $319,920Liabilities 2023: $0Net Assets 2023: $319,9202023Assets 2024: $254,263Liabilities 2024: $0Net Assets 2024: $254,2632024

Highlighted filing

2021

Assets$337,886
Liabilities$33,750
Net Assets$304,136

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $209,074Expenses 2011: $186,030Net Income 2011: $23,0442011Revenue 2012: $138,388Expenses 2012: $312,417Net Income 2012: -$174,0292012Revenue 2013: $396,854Expenses 2013: $310,225Net Income 2013: $86,6292013Revenue 2014: $361,662Expenses 2014: $359,763Net Income 2014: $1,8992014Revenue 2015: $363,777Expenses 2015: $360,415Net Income 2015: $3,3622015Revenue 2016: $378,935Expenses 2016: $363,382Net Income 2016: $15,5532016Revenue 2017: $317,939Expenses 2017: $316,051Net Income 2017: $1,8882017Revenue 2018: $337,056Expenses 2018: $284,297Net Income 2018: $52,7592018Revenue 2019: $275,668Expenses 2019: $248,844Net Income 2019: $26,8242019Revenue 2020: $60,245Expenses 2020: $251,961Net Income 2020: -$191,7162020Revenue 2021: $113,570Expenses 2021: $71,843Net Income 2021: $41,7272021Revenue 2022: $88,191Expenses 2022: $105,519Net Income 2022: -$17,3282022Revenue 2023: $87,692Expenses 2023: $102,080Net Income 2023: -$14,3882023Revenue 2024: $33,225Expenses 2024: $98,882Net Income 2024: -$65,6572024

Highlighted filing

2021

Revenue$113,570
Expenses$71,843
Net Income$41,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.1
Gross Receipts
$113,570
Mission and Program Overview

Mission

Providing funding to support educational and enrichment programming at all eight schools in the san gabriel unified school district.

Provding funding to support educational and enrichment programming at all eight schools in the San Gabriel Unfied School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,409$337,886▲ $55,477
Rtn Earn Endowment Incm Other Fnds$262,409$304,136▲ $41,727
Total Assets$282,409$337,886▲ $55,477
Liabilities
Other Liabilities$20,000$33,750▲ $13,750
Total Liabilities$20,000$33,750▲ $13,750
Net Assets / Fund Balance
Total Net Assets Fund Balance$262,409$304,136▲ $41,727
Total Liabilities and Net Assets / Fund Balance$282,409$337,886▲ $55,477
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alison DeVriendtPresident
Justine MoralesBoard Member
Kacie BauzonBoard Member
Kim HuaBoard member
Lien DuBoard Member
Paul KwoBoard Member
Robert PowersBoard Member
Rosales PaniaguaBoard Member
Robert Bringas JrSecretary
Hugo CorreaTrasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,980
Program Service Revenue
$590
Investment Income
$0
Other Revenue
$0
All Other Contributions
$85,480
Change in Net Assets
$41,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$49,931
Other Expenses$21,912
Total Fundraising Expense$6,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$45,808-$45,808
Fees for Services Other$2,617$4,664-$7,281
Payroll Taxes-$4,123-$4,123
Other Expenses$3,847$140$6,690$3,847
Office Expenses-$2,482-$2,482
Total Functional Expenses$6,464$58,689$6,690$71,843
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$33,750
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

A draft of form 990 is presented to board members at a regularly scheduled meeting and is on file for anyone wh requests to view.

Conflict of interest policy compliance Part VI line 12C

The conflict of interest policyis stated in the bylaws which is reviewed annually by the board. In addition the full board reviews all funds disbursed and the Treasurer and President review 100% of the transactions and review potential conflicts.

Governing documents etc available to public Part VI line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
San Gabriel Valley Educational Foundation
EIN
95-4023144
Address
PO Box 1175, San Gabriel, CA 91778
Doing Business As
Sef

Signing Officer

Name
Hugo Correa
Title
Treasurer
Phone
8189734500
Signed
2022-05-16
Discuss with paid preparer
No

Organization Details

Principal Officer
Alison DeVriendt
Formed
1986
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Andrew Schnee CPA
Address
28529 Red Cedar Pl, Santa Clarita, CA 91390
Preparer
Andrew Schnee CPA
Phone
6617552828
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Revenue and programs were reduced due to Covid 19 lockdown. Otehr expenses were greater percentage due to this

Raw XML Appendix375 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of form 990 is presented to board members at a regularly scheduled meeting and is on file for anyone wh requests to view.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policyis stated in the bylaws which is reviewed annually by the board. In addition the full board reviews all funds disbursed and the Treasurer and President review 100% of the transactions and review potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Revenue and programs were reduced due to Covid 19 lockdown. Otehr expenses were greater percentage due to this
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/USAddress/AddressLine1Txt0409 N Mission Drive
IRS990/USAddress/CityNm0San Gabriel
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IRS990/USAddress/ZIPCd091778
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0seffor8schools.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Hugo Correa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08189734500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Gabriel Valley Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANG
ReturnHeader/Filer/EIN0954023144
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1175
ReturnHeader/Filer/USAddress/CityNm0San Gabriel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrew Schnee CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028529 Red Cedar Pl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Clarita
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091390
ReturnHeader/PreparerPersonGrp/PhoneNum06617552828
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Schnee CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T14:38:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Hugo
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Correa
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.33$0.99$0.66
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.88$1.02$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.88$1.06$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.34$3.04$1.14$0.72$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.20$2.62$0.60$2.52$1.92
2019Summary only. Only limited summary data is available for this year.$4.54$0.00$4.54$2.76$2.49$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$3.37$2.84$0.53
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$3.18$3.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$3.79$3.63$0.16
2015Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$3.64$3.60$0.03
2014Summary only. Only limited summary data is available for this year.$3.54$0.00$3.54$3.62$3.60$0.02
2013Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$3.97$3.10$0.87
2012Summary only. Only limited summary data is available for this year.$3.77$0.00$3.77$1.38$3.12$1.74
2011Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$2.09$1.86$0.23