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Saddleback Valley Educational Foundation

 25631 PETER A HARTMAN WAY
 MISSION VIEJO , CA 92691
[P] (949) 874-3785
[F] --
http://www.sveffoundation.org
[email protected]
Pam Klister
FOUNDED: 1983
INCORPORATED: 1983
 Printable 1 Page Summary
 Printable Profile
Organization DBA SVEF
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-3872448 00000

Summary


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Mission StatementMORE »

The mission of the Saddleback Valley Educational Foundation is to provide support resources to all students in the Saddleback Valley by enhancing the educational opportunities and experiences through partnering with school, home and community.

Mission Statement

The mission of the Saddleback Valley Educational Foundation is to provide support resources to all students in the Saddleback Valley by enhancing the educational opportunities and experiences through partnering with school, home and community.

FinancialsMORE »

Fiscal Year 2016
Projected Expenses $1,200.00
Projected Revenue $120,000.00

ProgramsMORE »

  • STEM
  • Scholarships
  • College Night

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The mission of the Saddleback Valley Educational Foundation is to provide support resources to all students in the Saddleback Valley by enhancing the educational opportunities and experiences through partnering with school, home and community.

Background Statement

The Saddleback Valley Educational Foundation (SVEF) is a nonprofit public benefit corporation organized exclusively for charitable and educational purposes within the meaning of Internal Revenue Code section 501(c)(3) or the corresponding provision of any future United States internal revenue law. The Foundation’s assets are irrevocably dedicated to support the Saddleback Valley Unified School District and its programs.
 
The Saddleback Valley Unified School District has always had a well-deserved reputation for excellence. Founded in 1983, the Saddleback Valley Education Foundation is committed to working for improvement in the quality of all of the schools and programs in SVUSD by seeking support and resources from individuals, businesses and organizations in our community. Because teachers are the most important ingredient in a child’s formal education, providing teachers with the equipment and supplies that they need to accomplish their goals to be of high importance for the Foundation.

SVEF has accomplished many things over the years:

  • Support the implementation of STEM/STEAM
  • Provide technology support
  • Assist English Language Learners
  • Provide student scholarships
  • Provide schools with cash grants to support programs
  • Help save class size reduction (2003)
  • Support school libraries
  • Provide musical instruments for needy students
  • Help at-risk students
  • Make school gardens grow
  • Support robotic classes

Impact Statement

SVEF started a successful college night which has continued as an annual event. SVEF held a car raffle raising over $50,000 for technology. SVEF has encouraged the pursuit of STEM education in the District. STEM programs now exist at the middle schools and the STEM programs will branch out to the high schools and elementary schools. SVEF's current goal is to fundraise for the STEM effort. SVEF's goal for 2015-2016 is to raise $50,000 to assist schools in getting established with equipment, supplies and computers. The goal for 2016-2017 is $100,000. The long term goal is to raise enough money to establish a STEM program at every school and support those programs annually. The District in turn is providing resources and training for STEM teachers. Once established, SVEF intends to incorporate the Arts in to STEM = STEAM!

Needs Statement

SVEF needs monetary funding for the purchase of equipment, computers and other supplies. Each middle school for 2015-2016 requires an initial budget of $50,000 to purchase supplies and equipment. There are a total of 4 middle schools, for a total of $200,000. SVEF plans to increase fundraising efforts to a level where programs can be implemented and supported in all schools. Equipment such as VEX kits, computers (to run Autodesk Inventor), laser cutting/printing equipment (i.e., Epilog laser system), tools, soldering irons, measuring tools, 3D printers and CNC milling machines.
 With these growing financial needs comes the necessity to expand our board. We are in need of new members with a variety of skills to help our organization achieve its goals.

CEO Statement

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Board Chair Statement

Our organization was founded by parents and teachers who were passionate about supporting excellent education at all schools within the Saddleback Valley Unified School District. We started out as a small organization of all-volunteer members and continue to be an all-volunteer board. With the introduction of STEM programs, there is a growing need to funding to establish and support these programs. Thus, we acknowledge the need to grow our organization to achieve our goals. As a small, unpaid group of volunteers we are proud of our successes over the years and we are committed to grow the foundation.

Other Ways to Donate/Volunteer

Other ways to donate include; mailing a check, donating on the website by PayPal or credit card.
 
We are also looking for new board members who want to support our efforts to bring STEM (and eventually STEAM) to all schools in our District.

Geographic Area Served

South Orange County
SVEF supports the Saddleback Valley Unified School District which in turn serves the cities of; Laguna Hills, Lake Forest, Mission Viejo, Rancho Santa Margarita, Trabuco Canyon, Foothill Ranch.

Organization Categories

  1. Education - Elementary & Secondary Schools
  2. -
  3. -

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Programs


STEM

We are working with the District to support new and continuing STEM programs at the Middle School level. Our initial requirement to start-up two schools new to the program is $50,000 each. Two existing programs require approximately $10,000 each for supplies. This yields a total budget for STEM of $120,000. After gaining experience with the management and implementation of this program, the STEM program will expand to the high schools and elementary schools. Our goal is to include the Arts or "A" into our STEM programs, creating a well-rounded STEAM program.
Budget  $120,000.00
Category  Science & Technology, General/Other Engineering & Technology
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success  Two middle schools have already been implementing STEM programs with great success. These programs are great hands-on opportunities for students at all levels. The program environment is encouraging to young women and exposes them to technology and engineering at a young age. This is important to build confidence as well as interest.
Program Long-Term Success  The STEM program is currently being implemented at the four middle schools in SVUSD. Long term plans are to integrate the programs in the high schools and elementary schools. Additionally, we plan to bring the Arts into the program for a well-rounded STEAM program.
Program Success Monitored By  Program success is monitored by the teachers and the District.
Examples of Program Success  A greater number of young women are interested in the program and the enrollment in general has increased, indicating interest. PLTW has its own set of data indicating success in encouraging women and minority interest in technology and engineering education and jobs.

Scholarships

As part of its support of students in the Saddleback Valley Unified School District, the Saddleback Valley Educational Foundation (SVEF) presented scholarships to deserving graduating seniors in local high schools.
Budget  $4,000.00
Category  Education, General/Other Postsecondary Education
Population Served Adolescents Only (13-19 years)
Program Short-Term Success  Exposure to the application/ interview process.
Program Long-Term Success  Exposes students to first time interview and application processes. Resulting in financial assistance for college bound students.
Program Success Monitored By  Program success is monitored and overseen by the foundation board and the number of applicants is recorded.
Examples of Program Success  Winners of scholarships are posted on the foundation website.

College Night

Sponsorship for a college night at one of the local high schools in the Saddleback Valley Unified School District. We are in our fourth year of sponsorship.
Budget  $1,000.00
Category  Education, General/Other Education, General/Other
Population Served Adolescents Only (13-19 years)
Program Short-Term Success  College information, scholarship information and financial aid information is made available to local high school students at no cost. Additionally, outside companies participate through monetary sponsorship and provide give-away items.
Program Long-Term Success  Over the four years both attendance by colleges/universities and students/parents has significantly increased. The estimated increase from the start of the program is approximately 40%
Program Success Monitored By  The program success is monitored by the increase in the number of college/university participants as well as the number of students/parents in attendance.
Examples of Program Success  At the fourth annual college night, attendance increased approximately 40% over the first college night. Additionally, new colleges and universities are expressing interest in participating in the program.

Management


CEO/Executive Director Pam Klister
CEO Term Start May 2010
CEO Email [email protected]
CEO Experience Pamela Klister joined SVEF in August 2008. Born and educated in the United Kingdom, Pam traveled extensively while working in both the travel and recruitment industries. Achieving the position of Director of Sales for an IT recruitment company, she was transferred to San Francisco in 1989, and in 1992 moved to Laguna Hills to run the West Coast operation. She is married with two sons, one who is still attending a school in the Saddleback District. Pam has served on various school boards as a PTA President, Vice President, Parliamentarian, as well as being elected by the parents in 2006 to serve on a schools Site Council for a 3-year term. In addition, she also served five years as President of that school’s Education Foundation and currently works for the Capistrano School District in Special Education. In 2003, she lead one of the major fundraisers in SVUSD helping to raise over $400,000 to save class size reduction district wide. Pam is passionate about working within organizations that acknowledge current issues and wants to ensure that her own district continues to provide the highest level of education and support for all children.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 1
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 0
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 10
Management Succession Plan No
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency N/A N/A
Non Management Formal Evaluation and Frequency N/A N/A

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Pam Klister
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mrs. Deborah Aufill community volunteer/ scholarship chair Voting
Dr. Steve Fish retired superintendent / advisory NonVoting
Ms. Avis French emeritus member / advisor NonVoting
Ms. Noga Gvili community volunteer/ bookkeeper NonVoting
Mrs. Vicki Harris community volunteer / treasurer Voting
Dr. Cynthia Jensen-McMullin community volunteer / STEM outreach Voting
Mrs. Pam Klister community volunteer / president Voting
Mrs. Chris Mackey community volunteer Voting
Mrs. Pammi Mathur community volunteer/website Voting
Ms. Sarah Nagel community volunteer/ taxes NonVoting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 8
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): Indian
Gender Female: 9
Male: 1
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 80%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Jan 01, 2016 to Dec 31, 2016
Projected Revenue $120,000.00
Projected Expenses $1,200.00
Form 990s

2015 990N

2014 990N

2013 990N IRS record

2012 990

2011 990

2008 990N IRS record

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $6,059 $15,430 $10,667
Total Expenses $6,179 $9,265 $31,439

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $5,748 $15,173 $10,268
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses $311 $257 $399
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $5,504 $7,610 $9,729
Administration Expense $675 $655 $3,325
Fundraising Expense -- -- $18,385
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.98 1.67 0.34
Program Expense/Total Expenses 89% 82% 31%
Fundraising Expense/Contributed Revenue 0% 0% 179%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $90,264 $91,056 $85,239
Current Assets $55,171 $49,670 $44,109
Long-Term Liabilities -- -- --
Current Liabilities $90,384 $85,339 $106,011
Total Net Assets $-120 $5,717 $-20,762

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 0.61 0.58 0.42

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Due to its size, this organization files a 990N. Summary financial data is per the financials provided by the organization and consultation with the organization.

Documents


Other Documents

No Other Documents currently available.