Saddleback Valley Education Assn

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To promote the welfare and economic interests of the employees of the Saddleback Valley school district

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
60¢ of each $1 spent went to programs.
$30K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $10K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$30K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
23 mo
of spending, in cash
Looks good: 23.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$133K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$327K
+2% vs prior year
Spent
$314K
To programs
60%
Net assets
$614K
By yearFY2020–FY2025
Revenue
$327K
FY2025▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$284K
FY2021$273K
FY2022$280K
FY2023$294K
FY2024$321K
FY2025$327K
Expenses
$314K
FY2025▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$355K
FY2021$284K
FY2022$313K
FY2023$214K
FY2024$239K
FY2025$314K
Net assets
$614K
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$483K
FY2021$472K
FY2022$438K
FY2023$518K
FY2024$601K
FY2025$614K

From the FY2025 Form 990 (year ending August 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $187K Management & general 40% · $127K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $30K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Treasurer
$6,202Pt VII · Sec A
Cta State Council Rep
$5,767Pt VII · Sec A
$4,272Pt VII · Sec A
Secretary
$3,845Pt VII · Sec A
Bargaining Chair
$3,460Pt VII · Sec A
Cta State Council Rep
$3,460Pt VII · Sec A
Cta State Council Rep
$2,563Pt VII · Sec A
Bargaining Team
$346Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Frank Werner—$9,932$12,365$6,689$4,152—
Joyanne Goodfellow—$11,277$11,277$10,252$12,302$3,845
Patty Stewart————$11,533$9,611
Denise Bradford—————$10,252
Toni Fields$6,202$5,623$6,579——$4,357
Juli Stowers$5,767$5,767$6,344$5,767$3,076$2,563
Dan Moreno—$5,382$5,639$5,126$3,076—
Tania Fields———$5,639$5,228—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports the welfare and economic interests of Saddleback Valley School District employees.

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Provided by the organization

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1 program · $187K · in their own filed words · FY2024
01

To promote the welfare and economic interests of the employees of the saddleback valley school district

$187Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2019
Total grants receivedfrom 1 funder$9K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$327K
Ln 12
Fees for servicesLn 2g$320K
Other incomeLn 4–11$5K
Investment incomeLn 3$2K
Money outPt IX
$314K
Ln 25
Programscol B$187K
Managementcol C$127K
Owns and owesPt X
$614K
net assets · Ln 32
Cash and savingsLn 1–2$601K
Total assetsLn 16$747K
LiabilitiesLn 26$133K
PeoplePt VI, VII
17
listed · VII A
PaidVII A8
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$320K
Investment incomeLn 3$2K
Other incomeLn 4–11$5K
Total revenueLn 12$327K
Assets in detailPt X, end of year
CashLn 1$470K
SavingsLn 2$131K
Cash and savings togetherLn 1–2$601K
Land, buildings, equipmentLn 10c$7K
Other assetsLn 15$132K
Total assetsLn 16$747K
LiabilitiesLn 26$133K
Net assetsLn 32$614K
OperationsPt I, VI
EmployeesI 517
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$586K$601K
Land, buildings, equipmentLn 10c$9K$7K
Total assetsLn 16$789K$747K
LiabilitiesLn 26$188K$133K
Net assetsLn 32$601K$614K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$30K$30K
Other salaries and wagesLn 7$31K$31K
Payroll taxesLn 10$14K$14K
Accounting feesLn 11c$11K$11K
Office expensesLn 13$7K$7K
Information technologyLn 14$2K$2K
OccupancyLn 16$69K$69K
Conferences, conventions and meetingsLn 19$47K$47K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$83K$50K$33K
All other expensesLn 24e$17K$15K$2K
Total functional expensesLn 25$314K$187K$127K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $327K$314K$13K$614K 990 PDF
FY2024 $321K$239K$83K$601K 990 PDF
FY2023 $294K$214K$80K$518K 990 PDF
FY2022 $280K$313K−$33K$438K 990 PDF
FY2021 $273K$284K−$11K$472K 990 PDF
FY2020 $284K$355K−$72K$483K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $327,094 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $312,595$320,148
I-10 Investment incomePrior year $2,114$2,409
I-11 Other revenuePrior year $6,556$4,537
I-12 Total revenuePrior year $321,265$327,094
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $74,188$75,206
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $164,546$238,427
I-18 Total expensesPrior year $238,734$313,633
I-19 Revenue less expensesPrior year $82,531$13,461
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $327,094 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $320,148$320,148
VIII-3 Investment incomeExcluded from tax $2,409$2,409
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,537$4,537
VIII-12 Total revenueRelated to mission $324,685 · Unrelated business $0 · Excluded from tax $2,409$327,094
Part IX · Statement of functional expenses $313,633 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $29,915$29,915
IX-7 Other salaries and wagesPrograms $31,437$31,437
IX-10 Payroll taxesPrograms $13,854$13,854
IX-11c Accounting feesManagement $10,522$10,522
IX-13 Office expensesManagement $6,509$6,509
IX-14 Information technologyManagement $2,318$2,318
IX-16 OccupancyManagement $68,503$68,503
IX-19 Conferences, conventions and meetingsPrograms $46,914$46,914
IX-22 Depreciation, depletion and amortizationManagement $1,830$1,830
IX-23 InsuranceManagement $1,853$1,853
IX-24 Other expenses (24a–d)Programs $50,054 · Management $32,725$82,779
IX-24e All other expensesPrograms $14,849 · Management $2,350$17,199
IX-25 Total functional expensesPrograms $187,023 · Management $126,610 · Fundraising $0$313,633
Part X · Balance sheet $746,830 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $453,911$470,280
X-2 Savings and temporary cash investmentsStart of year $132,038$130,960
X-9 Prepaid expenses and deferred chargesStart of year $7,058$7,058
X-10c Land, buildings and equipment, netStart of year $8,624$6,794
X-15 Other assetsStart of year $187,147$131,738
X-16 Total assetsStart of year $788,778$746,830
X-17 Accounts payable and accrued expensesStart of year $993$993
X-25 Other liabilitiesStart of year $187,147$131,738
X-26 Total liabilitiesStart of year $188,140$132,731
X-27 Net assets without donor restrictionsStart of year $580,611$595,070
X-28 Net assets with donor restrictionsStart of year $20,027$19,029
X-32 Total net assets or fund balancesStart of year $600,638$614,099
X-33 Total liabilities and net assetsStart of year $788,778$746,830
Part XI · Reconciliation of net assets $614,099 net assets at year end
XI-1 Total revenue$327,094
XI-2 Total expenses$313,633
XI-3 Revenue less expenses$13,461
XI-4 Net assets at start of year$600,638
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$614,099

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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