SAN RAMON VALLEY EDUCATION FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAN RAMON VALLEY EDUCATION FOUNDATION (EIN 94-3373022)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202443189349205519
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T19:38:29-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNA Tax and Accounting Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7724 Gardella Dr | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943373022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIABLO VISTA MIDDLE SCHOOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAB | BusinessNameControlTxt |
| Phone | 9256483166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 CAMINO TASSAJARA | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN GHIO | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Saima Najeeb Arayilakath | PreparerPersonNm |
| PTIN | P02228326 | PTIN |
| Phone | 9254139959 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | https://dvms.schoolloop.com/foundation | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $184,238 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $177,491 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $6,747 | OtherRevenueTotalAmt |
| Total Revenue | $184,238 | TotalRevenueAmt |
| Other Expenses Total | $263,667 | OtherExpensesTotalAmt |
| Total Expenses | $263,667 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$79,429 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $338,832 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$999 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $258,404 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,832 | BOYAmt |
| EOY | $258,404 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,832 | BOYAmt |
| EOY | $258,404 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,832 | BOYAmt |
| EOY | $258,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | DIABLO VISTA MIDDLE SCHOOL FOUNDATION'S MISSION IS TO SUPPORT THE ACADEMIC NEEDSOF THE STUDENTS. THE MAIN GOAL IS TO REDUCE CLASS SIZE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| GRANTS WERE MADE TO FUND CLASS SIZE REDUCTION | |
| TEACHERS GRANT FOR SALARIES | $259,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $259,080 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JIM McCONIHE | ||
| President | 4.00 | $0 |
| JYOTHI BEDI | ||
| Vice President | 3.00 | $0 |
| LAUREN GHIO | ||
| Treasurer | 3.00 | $0 |
| PATRICIA COSGROVE | ||
| FINANCIAL SEC. | 3.00 | $0 |
| SARINA DHANOA | ||
| Secretary | 3.00 | $0 |
| JEFF OSBORN | ||
| PRINCIPAL | 3.00 | $0 |
| CRISTINA SO | ||
| AUDITOR | 2.00 | $0 |
| EUGENIA CHERN | ||
| PTSA REP | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN GHIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 Camino Tassajara | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259995722 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,491 | CurrentTaxYearAmt |
| Total | $907,426 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,491 | CurrentTaxYearAmt |
| Total | $907,426 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $907,426 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,747 | CurrentTaxYearAmt |
| Total | $7,044 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,238 | CurrentTaxYearAmt |
| Total | $914,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99960 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $999 | PoliticalExpendituresAmt |
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I-A, Line 1 - Direct and Indirect Political Campaign Activities | FormAndLineReferenceDesc |
| Explanation | In February 2024, DVMS PTSA donated $999.00 in support of the local Yes on Measures E and F parcel tax campaign for the San Ramon Valley Unified School District | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | BANK INTEREST EARNED $6747 |
| Other Expenses.1 | TEACHERS GRANT $259080 |
| Other Expenses.2 | INSURANCE $1331 |
| Other Expenses.3 | POSTAGE AND DELIVERY $868 |
| Other Expenses.4 | PRINTING AND REPRODUCTION $867 |
| Other Expenses.5 | DUES& SUBSCRIPTIONS $550 |
| Other Expenses.6 | LEGAL AND PROFESSIONAL FEES $520 |
| Other Expenses.7 | SRVEF NIGHT WITH STARS TICKETS $238 |
| Other Expenses.8 | TAXES AND LICENSES $75 |
| Other Expenses.9 | TECHNOLOGY $75 |
| Other Expenses.10 | BANK CHARGES $63 |
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