SILICON VALLEY EMPLOYERS' FORUM

EIN: 200763942 Education

SAN CARLOS, CA

Total Revenue
$2,450,476
Total Expenses
$2,387,079
Total Assets
$5,384,052
Net Assets
$2,155,978
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CA
Principal Officer
LISA YEE
Phone
6508802585
Tax Period
2025-01-01 to 2025-12-31

SILICON VALLEY EMPLOYERS' FORUM, founded in 2004, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2025.

Mission

TO BUILD COLLECTIVE INTELLIGENCE REGARDING CORPORATE & EMPLOYEE BENFITS & INT'L BENEFITS ISSUES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,894,969
Investment Income $5,074
Other Revenue $550,433
TOTAL REVENUE $2,450,476

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,236,286
Fundraising Expenses $119,353
Program Expenses $1,909,658
Other Expenses $150,793
TOTAL EXPENSES $2,387,079

Year-over-Year Comparison

2025 2024 Change
Revenue $2,450,476 $2,276,546 +0.1%
Expenses $2,387,079 $2,232,712 +0.1%
Net Income $63,397 $43,834 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
13
Volunteers
14

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$521,111
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CRYSTAL RUOCCHIO PRESIDENT 1.00
Officer Director
$0 $0 $0
ALICE VICHAITA TREASURER 1.00
Officer Director
$0 $0 $0
LORI WONG SECRETARY 1.00
Officer Director
$0 $0 $0
DANA ARMANINO BOARD MEMBER 1.00
Director
$0 $0 $0
CYNTHIA RADOVICH BOARD MEMBER 1.00
Director
$0 $0 $0
TANNER BRUNSDALE BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH GREGORY BOARD MEMBER 1.00
Director
$0 $0 $0
REHAB HAMMAD BOARD MEMBER 1.00
Director
$0 $0 $0
ABBY HOLLINGSWORTH BOARD MEMBER 1.00
Director
$0 $0 $0
MARNI MCDOWELL BOARD MEMBER 1.00
Director
$0 $0 $0
JEANINE KAJI BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM MEIJER BOARD MEMBER 1.00
Director
$0 $0 $0
KIERAN MAHER BOARD MEMBER 1.00
Director
$0 $0 $0
SELINA JONES-MAY BOARD MEMBER 1.00
Director
$0 $0 $0
LISA YEE PRESIDENT & CEO 40.00
Officer
$521,111 $0 $521,111
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,450,476 $2,387,079 $5,384,052 $63,397
2024 No data No data No data No data
2023 $2,324,251 $2,423,760 $4,276,372 $-99,509
2022 $2,125,531 $2,023,865 $4,047,647 $101,666
2021 $1,704,663 $1,580,022 $3,333,095 $124,641
2020 $1,487,524 $1,671,789 $2,851,753 $-184,265
2019 $1,343,072 $1,450,834 $1,903,125 $-107,762
2018 $1,254,374 $996,215 $1,854,274 $258,159
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