SADDLEBACK VALLEY EDUCATORS ASSOCIATION

Address
25201 PASEO DE ALICIA
LAGUNA HILLS, CA 92656
Contact
Website: http://www.sveaonline.org
Phone: +1 (949) 951-5373
Nonprofit
NTEE: B03 - Professional Societies, Associations
EIN: 23-7328590

Mission

TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
 20172016201520142013
Basic features of the organization
Year of formation1973
Subsection code05
PF filing required0    
Metropolitan statistical area4472
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$42,037.00$39,075.00$36,966.00$38,518.00$41,229.00
Sum of reportable (W2/1099) compensation$42,037.00$39,075.00$36,966.00$38,518.00$41,229.00
Number of employees1414141414
Number of people compensated >$100k00000
Number of highly compensated contractors0000 
Personnel
, Bradford
Title  DirectorDirectorDirector
Name of key/compensated person  BRADFORDBRADFORDBRADFORD
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  2.002.000.00
Reportable compensation from org  $1,794.00$1,794.00$1,794.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
, Greyson
Title    Director
Name of key/compensated person    GREYSON
Average hours per week working for org    0.00
Reportable compensation from org    $2,422.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
, O'Conner
Title    Director
Name of key/compensated person    O'CONNER
Average hours per week working for org    0.00
Reportable compensation from org    $2,422.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
, Rajadhyaksha
TitleDirector    
Name of key/compensated personRAJADHYAKSHA    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$1,794.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
, Saltzer
Title    Director
Name of key/compensated person    SALTZER
Average hours per week working for org    0.00
Reportable compensation from org    $1,376.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
, Tfields
TitleTreasurer    
Name of key/compensated personTFIELDS    
Position of compensated person
Average hours per week working for org8.00    
Reportable compensation from org$915.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Armstrong, Victoria
TitleDirectorDirector   
Name of key/compensated personVictoria ArmstrongVictoria Armstrong   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$4,037.00$1,130.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Berner, Susan
Title   TreasurerTreasurer
Name of key/compensated person   SUSAN BERNERSUSAN BERNER
Average hours per week working for org   8.000.00
Reportable compensation from org   $2,440.00$3,050.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Bisson, Pam
Title  DirectorDirectorDirector
Name of key/compensated person  PAM BISSONPAM BISSONPAM BISSON
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  2.002.000.00
Reportable compensation from org  $242.00$2,422.00$2,422.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Bradford, D
Title Director   
Name of key/compensated person D Bradford   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 2.00   
Reportable compensation from org $3,229.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Bradford, Denise
TitlePresident & CEO    
Name of key/compensated personDenise Bradford    
Position of compensated person
Average hours per week working for org8.00    
Reportable compensation from org$8,971.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Brothwell, Chrissy
Title SecretarySecretarySecretaryDirector
Name of key/compensated person Chrissy BrothwellChrissy BrothwellChrissy BrothwellChrissy Brothwell
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 2.002.002.000.00
Reportable compensation from org $0.00$3,050.00$3,337.00$3,104.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.000.000.000.00
Goodfellow, Joyanne
TitleDirectorDirector   
Name of key/compensated personJoyanne GoodfellowJoyanne Goodfellow   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$1,794.00$1,794.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Greyson, Elise
TitleDirectorDirectorDirectorDirector 
Name of key/compensated personELISE GREYSONELISE GREYSONELISE GREYSONELISE GREYSON 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$2,422.00$2,422.00$2,422.00$2,422.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Hansen, Charlotte
Title    Director
Name of key/compensated person    CHARLOTTE HANSEN
Average hours per week working for org    0.00
Reportable compensation from org    $467.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
Henry, Janet
Title TreasurerTreasurerTreasurer 
Name of key/compensated person JANET HENRYJANET HENRYJANET HENRY 
Position of compensated person
Average hours per week working for org 8.008.008.00 
Reportable compensation from org $3,050.00$3,050.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Average hours per week working for related orgs 0.000.000.00 
Jones, Stephani
TitleDirector    
Name of key/compensated personSTEPHANI JONES    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$1,794.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Miller, Stephen
Title  DirectorDirectorDirector
Name of key/compensated person  Stephen MillerStephen MillerStephen Miller
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  2.002.000.00
Reportable compensation from org  $1,794.00$1,794.00$538.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
Moon, Daniel
Title  PresidentPresidentPresident
Name of key/compensated person  DANIEL MOONDANIEL MOONDANIEL MOON
Position of compensated person
Average hours per week working for org  8.008.000.00
Reportable compensation from org  $7,176.00$7,176.00$7,057.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.000.00
O'Conner, Donna
TitleDirectorDirectorDirectorDirector 
Name of key/compensated personDONNA O'CONNERDONNA O'CONNERDONNA O'CONNERDONNA O'CONNER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$2,422.00$2,422.00$2,422.00$2,422.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Ochoa, Jacqui
TitleDirectorDirector   
Name of key/compensated personJACQUI OCHOAJACQUI OCHOA   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$2,692.00$2,691.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Osborne, Debbie
TitleDirector    
Name of key/compensated personDEBBIE OSBORNE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$1,830.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Potter, Charmaine
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personCharmaine PotterCharmaine PotterCharmaine PotterCharmaine PotterCharmaine Potter
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.000.00
Reportable compensation from org$1,794.00$1,794.00$1,794.00$1,794.00$1,794.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Schulman, Barbara
TitleVice PresidentVice PresidentVice PresidentVice PresidentVice President
Name of key/compensated personBARBARA SCHULMANBARBARA SCHULMANBARBARA SCHULMANBARBARA SCHULMANBARBARA SCHULMAN
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org8.008.008.008.000.00
Reportable compensation from org$0.00$8,971.00$3,588.00$3,588.00$3,588.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Scofield, Patricia
TitleDirectorDirectorDirector  
Name of key/compensated personPATRICIA SCOFIELDPATRICIA SCOFIELDPATRICIA SCOFIELD  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$2,422.00$2,422.00$484.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Stewart, Patty
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personPATTY STEWARTPATTY STEWARTPATTY STEWARTPATTY STEWARTPATTY STEWART
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org8.008.008.008.000.00
Reportable compensation from org$6,728.00$6,728.00$6,728.00$6,728.00$6,728.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Swenson, Gregg
Title    Past President
Name of key/compensated person    GREGG SWENSON
Position of compensated person
Average hours per week working for org    0.00
Reportable compensation from org    $251.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
Tescher, Jeff
Title   DirectorDirector
Name of key/compensated person   JEFF TESCHERJEFF TESCHER
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.000.00
Reportable compensation from org   $179.00$1,794.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.000.00
Werner, Frank
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personFRANK WERNERFRANK WERNERFRANK WERNERFRANK WERNERFRANK WERNER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.000.00
Reportable compensation from org$2,422.00$2,422.00$2,422.00$2,422.00$2,422.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.000.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
Programs, including revenue & expenses
TO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
Program descriptionTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICTTO PROMOTE THE WELFARE AND ECONOMIC INTERESTS OF THE EMPLOYEES OF THE SADDLEBACK VALLEY SCHOOL DISTRICT
Financial data
Revenue
Total revenue$354,755.00$349,066.00$379,449.00$327,529.00$338,652.00
Revenue from contributions (total)$0.00$0.00$0.00$360.00$90.00
Investment income, current yr$944.00$759.00$476.00$498.00$354.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$360.00$90.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$4,153.00$1,790.00$39,310.00$5,043.00$3,012.00
Program service revenue (total)$349,658.00$346,517.00$339,663.00$321,628.00$335,196.00
Gross receipts$354,755.00$349,066.00$379,449.00$327,529.00$338,652.00
Sources of contributions
Revenue from all other contributions   $360.00$90.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00$0.00
Miscellaneous revenue (total)$4,153.00$1,790.00$39,310.00$5,043.00$3,012.00
Net revenue from gaming (total)$0.00$0.00$0.00$0.00$0.00
Income from dividends, interest, and similar investments$944.00$759.00$476.00$498.00$354.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00$0.00$0.00$0.00
Net inventory sales (total)$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$330,804.00$286,670.00$275,398.00$306,410.00$343,036.00
Total functional expenses: program service $245,451.00$210,456.00$239,632.00$0.00$0.00
Total functional expenses: management and general$43,316.00$37,139.00$35,766.00$0.00$0.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$542,115.00$515,596.00$449,805.00$387,141.00$351,305.00
Total assets, beginning of year$515,596.00$449,805.00$387,140.00$351,305.00$358,422.00
Total liabilities$11,116.00$8,547.00$5,152.00$46,537.00$31,820.00
Total liabilities, beginning of year$8,547.00$5,152.00$46,538.00$31,820.00$34,554.00
Pledges & accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00$0.00$0.00
Unrestricted net assets, end of yr$516,273.00$491,924.00$429,130.00$325,081.00$304,065.00
Temporarily restricted net assets$14,726.00$15,125.00$15,523.00$15,523.00$15,420.00
Net assets$530,999.00$507,049.00$444,653.00$340,604.00$319,485.00
Net assets, beginning of year$507,049.00$444,653.00$340,602.00$319,485.00$323,868.00
Other liabilities  $1.00  
Intangible assets$0.00$0.00$0.00$0.00$0.00
Other assets$12,235.00$12,235.00$12,235.00$12,236.00$12,236.00
Investments: other securities$0.00$0.00$0.00$0.00$0.00
Investments: publicly traded securities$0.00$0.00$0.00$0.00$0.00
Cash: non-interest bearing$370,841.00$304,860.00$203,671.00$232,930.00$250,499.00
Cash: non-interest bearing, beginning of year$304,860.00$203,671.00$232,930.00$250,499.00$256,235.00
Investments -- program-related$0.00$0.00$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00$0.00$0.00
Other financial variables
Revenue less expenses$23,951.00$62,396.00$104,051.00$21,119.00-$4,384.00
Advertising (total)$0.00$0.00$0.00$0.00$0.00
Savings & temp cash investment$143,747.00$176,036.00$168,991.00$125,345.00$68,756.00
Accounts receivable, net$0.00$8,405.00$49,610.00$0.00$1,853.00
Prepaid expenses & deferred charges$9,873.00$9,873.00$9,873.00$9,873.00$9,873.00
Accounts payable & accrued expenses$11,116.00$8,547.00$5,151.00$46,537.00$31,820.00
Total net assets or fund balances$530,999.00$507,049.00$444,653.00$340,604.00$319,485.00
Depreciation, depletion, amortization$517.00$1,238.00$1,332.00$1,332.00$1,332.00
Payment to affiliates$0.00$0.00$0.00$0.00$0.00
Governance and accountability
Number of voting members1414141416
Number of independent voting members00000
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-09-012015-09-012014-09-012013-09-012012-09-01
Tax year end date2017-08-012016-08-012015-08-012014-08-012013-08-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-04-042017-09-082016-11-012015-07-212014-07-09
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.0
Filing identifier201820659349300142201701429349300430201621959349301402201521899349300432201441449349300404
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