SILICON VALLEY EMPLOYERS' FORUM

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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

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

COALITION OF EMPLOYERS WITH MISSION TO BUILD COLLECTIVE INTELLIGENCE REGARDING CORPORATE AND EMPLOYEE BENEFITS AND TO ADDRESS INTERNATIONAL BENEFIT ISSUES FROM THE PERSPECTIVE OF MULTI-NATIONAL EMPLOYERS.

Program Service Accomplishments

Program 1

Expenses: $1,909,658 Revenue: $154,543

THE SILICON VALLEY EMPLOYERS' FORUM (SVEF) IS A COALITION OF 65 HIGH TECHNOLOGY EMPLOYERS WITH A GLOBAL PRESENCE. THE MISSION IS TO BUILD COLLECTIVE INTELLIGENCE REGARDING CORPORATE EMPLOYEE BENEFITS.

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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%)

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$521,111

Total Directors

Key Employees

Highest Compensated

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