SONOMA VALLEY EDUCATION FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SONOMA VALLEY EDUCATION FOUNDATION (EIN 68-0279152)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-13
- IRS object ID
- 202233479349300638
- Schema version
- 2021v4.0
- 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 | 2022-12-13T11:39:55-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201398210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R J Ricciardi Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 Fifth Avenue Suite 360 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680279152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonoma Valley Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SONO | BusinessNameControlTxt |
| Phone | 7079359566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 493 | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Angela Ryan | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Angela | PersonFirstNm |
| Person Last | Ryan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hiep Pham | PreparerPersonNm |
| PTIN | P01346204 | PTIN |
| Phone | 4154571215 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Angela Ryan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 493 | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949760493 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,301,130 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.svgreatschools.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Dedicated to excellence in Pre-K through 12th grade education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,594,018 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,347,628 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,505 | PYInvestmentIncomeAmt |
| CY Investment Income | -$46,498 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,670,523 | PYTotalRevenueAmt |
| CY Total Revenue | $1,301,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $861,669 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $985,902 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $318,980 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $317,528 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $287,156 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $317,568 | PYOtherExpensesAmt |
| CY Other Expenses | $295,370 | CYOtherExpensesAmt |
| PY Total Expenses | $1,498,217 | PYTotalExpensesAmt |
| CY Total Expenses | $1,598,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $172,306 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$297,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $890,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,565 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,944 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $865,291 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $567,621 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Sonoma Valley Education Foundation (SVEF) enriches the student experience, partnering with the Sonoma Valley Unified School District (SVUSD), as the primary fundraising and volunteer resource for innovative programs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,158,191 | ExpenseAmt |
| Grant | $985,902 | GrantAmt |
| Desc | Preschool For AllSince 2012, SVEF has partnered with SVUSD to enable our communitys largest fully-subsidized preschool program. Preschool For All provides critical access to early education for 104 students whose families would not otherwise be able to afford it, as well as students with learning disabilities or other diagnoses.In the 2021-22 school year, SVEF worked to support local students and families by enhancing and expanding this program. Preschool For All serves three school sites, which all use the same high quality, state-approved curriculum. Most sites offer half-day programs, while one site, serving 24 students, was expanded to a full-day program. This has increased the number of fully-subsidized, full-day preschool slots available in our community by 30%.Preschool is critical to the wellbeing of our communitys youngest learners. By allowing students to experience an educational setting prior to entering kindergarten, preschool sets students up for success through early exposure to organized play, academic language, math concepts and social emotional support. The expectation is that such exposure, particularly for students with risk factors and those from socioeconomically disadvantaged backgrounds, will allow students to arrive at kindergarten ready to learn from day one. After a year of social and academic isolation caused by the global pandemic, this program is more necessary than ever.Classroom GrantsSonoma Valley Education Foundation (SVEF) provides direct support to local teachers via Classroom Grants. Through this program, public school teachers and staff can apply for small grants to fund projects and supplies falling outside the regular operating budgets of the schools. Grants have historically been used to fund educational materials, supplies, field trips, and other experiences that help students learn and engage.After over a year of distance and hybrid learning, teachers face the uniquely challenging and essential task of helping students catch up. In recognition of the extra burden placed on teachers, SVEF launched an expanded Classroom Grants program in January, 2022. Teachers and staff are able to request one-time grants of up to $1,000 (doubled from the previous grant maximum of $500) to support instruction, supplies and materials, or special projects. Teachers and staff were also able to apply for funding to support professional development. Non-District ProgramsThe Sonoma Valley Education Foundation (SVEF) has traditionally supported programs that occur during the school day. As schools returned to in-person teaching in the 2021-22 academic year, our focus was on finding innovative ways to provide stability and support for our students outside of school hours.Given the unprecedented level of student needs, SVEF is actively formed partnerships with community organizations to expand beyond the bell learning opportunities that would not happen without our support. We identified three priority areas, which are outlined below along with some of the specific programs we supported:After School Programs: provide opportunities for extended learning and enrichment activities.Multi-Sensory Literacy Program, in partnership with the Boys & Girls Club of Sonoma Valley, serves 240 students. Using the Slingerland approach, the multi-sensory literacy program is now offered at Boys & Girls Club after school elementary locations. Trained Literacy Specialists create programs specifically tailored to each groups skill level.Mentee Enrichment Program, in partnership with the Sonoma Valley Mentoring Alliance, offers an array of activities from the arts to exercise to students from K-12 grade, which support their mental, social, and emotional health.Intern Tutor Program, in partnership with the Boys & Girls Club of Sonoma Valley, serves 230 students. Teen interns are hired and trained to provide individual and small-group instruction at the Boys & Girls Club after school program at five school sites. Teens benefit from real-world work experience, training and skill-building, while also earning an income. Elementary students benefit from one-on-one and small-group tutoring, and build bonds with the teens.Art & Nature: facilitate outdoor activities that help kids understand climate change, fires, and develop resiliency.Naturalists Extended Day Learning Program, in partnership with Sonoma Ecology Center, serves 125 elementary school students. This program focuses on outdoor science concepts and practices, and gives these young scientists opportunities to explore, collaborate, engage with nature, and develop their own projects and interests.Teacher Wildfire Training, in partnership with Sonoma Ecology Center, will help our school community develop resiliency to fire and disruption.Music & Arts: coordinate amongst multiple local partners to make after school programs accessible to students.Dunbar Strategic Arts Plan (DSAP), in partnership with Creative Bridges Collective and six local arts organization, will serve 183 K-5 students at Dunbar Elementary. The six organizations will deliver curated, on-site, multi-week, in- and after- school arts programming for students. Dunbar staff will be offered multiple professional development opportunities, while two staff members will be selected to participate in an in-depth mentorship program that will support them in becoming on-site arts education curators. | Desc |
| Total Program Service Expenses | $1,158,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Angela Ryan | PersonNm |
| Phone | 7073645826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 493 | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949760493 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Angela Ryan | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $119,237 | $0 | $0 | |
| Tim Wallace | |||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Geeta Malik | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joanne Green | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Mance | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Barbara Talbott | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tom Angstadt | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sarah Leffert | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Juan Torres | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Mulligan Atkinson | |||||||
| Board Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Salma Khan Wornick | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Stephen Sorkin | |||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Richard Henley | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Graham Smith | |||||||
| Director | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mary Favaro | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,237 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,347,628 | AllOtherContributionsAmt |
| Noncash Contributions | $65,562 | NoncashContributionsAmt |
| Total Contributions | $1,347,628 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$46,498 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,301,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$46,498 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,902 | TotalAmt |
| Program Services | $985,902 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,237 | TotalAmt |
| Program Services | $19,572 | ProgramServicesAmt |
| Management And General | $49,442 | ManagementAndGeneralAmt |
| Fundraising | $50,223 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,776 | TotalAmt |
| Program Services | $28,359 | ProgramServicesAmt |
| Management And General | $71,643 | ManagementAndGeneralAmt |
| Fundraising | $72,774 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,713 | TotalAmt |
| Program Services | $173 | ProgramServicesAmt |
| Management And General | $2,239 | ManagementAndGeneralAmt |
| Fundraising | $301 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,802 | TotalAmt |
| Program Services | $3,717 | ProgramServicesAmt |
| Management And General | $9,436 | ManagementAndGeneralAmt |
| Fundraising | $9,649 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,163 | TotalAmt |
| Program Services | $9,450 | ProgramServicesAmt |
| Management And General | $5,900 | ManagementAndGeneralAmt |
| Fundraising | $27,813 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,933 | TotalAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
| Fundraising | $8,798 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,925 | TotalAmt |
| Program Services | $110,213 | ProgramServicesAmt |
| Management And General | $10,231 | ManagementAndGeneralAmt |
| Fundraising | $41,481 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650 | TotalAmt |
| Program Services | $650 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,846 | TotalAmt |
| Program Services | $111 | ProgramServicesAmt |
| Management And General | $1,555 | ManagementAndGeneralAmt |
| Fundraising | $1,180 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,165 | TotalAmt |
| Management And General | $3,499 | ManagementAndGeneralAmt |
| Fundraising | $1,666 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| Event Supplies | $34,598 | $34,598 |
| Professional Development | $20,853 | $20,853 |
| Program Supplies | $9,254 | $9,254 |
| Grants & Scholarships | $4,000 | $4,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,983 | TotalAmt |
| Program Services | $44 | ProgramServicesAmt |
| Management And General | -$627 | ManagementAndGeneralAmt |
| Fundraising | $4,566 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,598,800 | TotalAmt |
| Program Services | $1,158,191 | ProgramServicesAmt |
| Management And General | $153,453 | ManagementAndGeneralAmt |
| Fundraising | $287,156 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,423 | BOYAmt |
| EOY | $231,952 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,989 | BOYAmt |
| EOY | $100,088 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431 | BOYAmt |
| EOY | $39,095 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,338 | BOYAmt |
| EOY | $228,430 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,181 | BOYAmt |
| EOY | $599,565 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,890 | BOYAmt |
| EOY | $21,990 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,890 | BOYAmt |
| EOY | $31,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,198 | BOYAmt |
| EOY | $491,644 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,093 | BOYAmt |
| EOY | $75,977 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,291 | BOYAmt |
| EOY | $567,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,181 | BOYAmt |
| EOY | $599,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$297,670 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,611,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,450,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,440,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,594,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,368,480 | CurrentTaxYearAmt |
| Total | $7,464,912 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,600 | CurrentTaxYearMinus1YearAmt |
| Total | $62,400 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,626,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,456,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,609,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,368,480 | CurrentTaxYearAmt |
| Total | $7,527,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,527,312 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$46,498 | CurrentTaxYearAmt |
| Total | $71,378 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,598,690 | TotalSupportAmt |
| Public Support CY170 | 0.99060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,338 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$41,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,890 | AdministrativeExpensesAmt |
| End Year Balance | $228,430 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $278,597 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,163 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,422 | AdministrativeExpensesAmt |
| End Year Balance | $354,338 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,333 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,357 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,093 | AdministrativeExpensesAmt |
| End Year Balance | $278,597 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,781 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,988 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,436 | AdministrativeExpensesAmt |
| End Year Balance | $268,333 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,290 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,907 | AdministrativeExpensesAmt |
| End Year Balance | $261,781 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Book Value Securities | $228,430 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,301,130 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,301,130 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,301,130 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,598,800 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,598,800 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,598,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | Part V, Line 4: Further the charitable purposes of the Foundation.Sonoma Valley Education Foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. Sonoma Valley Education Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. Sonoma Valley Education Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on Sonoma Valley Education Foundations financial condition, results of operations or cashflows. Accordingly, Sonoma Valley Education Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at June 30, 2022. Sonoma Valley Education Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonoma Valley Unified School | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | District -17850 Railroad Ave | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946002635 | RecipientEIN |
| Cash Grant | $985,902 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | General support childhood learning | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Part I, Line 2:All grants have unique reporting policies associated with them and the Foundation follows the appropriate protocols for each grant. Most grants require an annual financial report; some require a site visit or personal interview. Grant expenditures are tracked in monthly budget reports to the Board of Directors and reviewed by the Executive Committee. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | In-Kind | 1 | $6,200 | FMV |
| Yes (X) | In-Kind | 1 | $5,000 | FMV |
| Yes (X) | In-Kind | 1 | $5,000 | FMV |
| In-Kind | $49,362 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Executive Director, bookeeper and Finance Committee review the Form 990 before it is filed. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The nominating and governance committee of the Board of Directors interviews potential Board Members and asks about potential conflicts of interest. The current Board Chair inquires about potential conflicts of interest at each monthly board meeting. The nominating and governance committee of the Board of Directors periodically reviews the conflict of interest policy. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Executive Committee conducts an annual evaluation with the Executive Director (currently the only paid CEO/ED/Top Management Official/Officer/Key Employee). The Board uses a two-part assessment form, one part for the ED to complete and the second part for the Executive Committee to collectively respond. The results are discussed together and summarized. The Board uses the results of the annual evaluation and the then-current Executive Director round table ED pay statistics to determine the compensation package for the ED. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Committee conducts an annual evaluation with the Executive Director (currently the only paid CEO/ED/Top Management Official/Officer/Key Employee). The Board uses a two-part assessment form, one part for the ED to complete and the second part for the Executive Committee to collectively respond. The results are discussed together and summarized. The Board uses the results of the annual evaluation and the then-current Executive Director round table ED pay statistics to determine the compensation package for the ED. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | SVEF does not make its governing documents, conflict of interest policy or financial statements available to the public |
Comments