SONOMA VALLEY EDUCATION FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SONOMA VALLEY EDUCATION FOUNDATION (EIN 68-0279152)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-23
IRS object ID
201702969349300910
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-10-23T10:01:48-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R J Ricciardi IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 Fifth Avenue Suite 360AddressLine1Txt
CitySan RafaelCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680279152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sonoma Valley Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSONOBusinessNameControlTxt
Phone7079359566PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 493AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94976ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDebra GarberPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2017-10-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHiep PhamPreparerPersonNm
PTINP01346204PTIN
Phone4154571215PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDebra GarberPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 493AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94976ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,796,227GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.svgreatschools.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionDedicated to excellence in Pre-K through 12th grade education.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers520TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,465,357PYContributionsGrantsAmt
CY Contributions Grants$1,657,999CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$3,497PYInvestmentIncomeAmt
CY Investment Income$23,803CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,461,860PYTotalRevenueAmt
CY Total Revenue$1,681,802CYTotalRevenueAmt
PY Grants And Similar Paid$1,530,802PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,334,614CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$294,607PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$314,927CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$267,199CYTotalFundraisingExpenseAmt
PY Other Expenses$215,105PYOtherExpensesAmt
CY Other Expenses$206,818CYOtherExpensesAmt
PY Total Expenses$2,040,514PYTotalExpensesAmt
CY Total Expenses$1,856,359CYTotalExpensesAmt
PY Revenues Less Expenses-$578,654PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$174,557CYRevenuesLessExpensesAmt
Total Assets BOY$933,559TotalAssetsBOYAmt
Total Assets EOY$740,285TotalAssetsEOYAmt
Total Liabilities BOY$92,080TotalLiabilitiesBOYAmt
Total Liabilities EOY$73,363TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$841,479NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$666,922NetAssetsOrFundBalancesEOYAmt
MissionSonoma 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$828,207ExpenseAmt
Grant$804,607GrantAmt
DescEarly Childhood Literacy ADVANCE Parent-Child Education - ADVANCE offers low-income Spanish-speaking parents of children ages 0-3 parent education on their role as their child's first teacher. Lessons include learning through play, school skill, discipline, nutrition and much more. The children participate in pre-literacy and school readiness activities in separate classrooms. Additional community resources are also available for the parents to support their family needs.Preschool for ALL - Preschool for ALL provides a high-quality learning environment for children ages 3-5 to learn the social and academic skills necessary to be successful students: how to listen well, share, participate, compromise, be respectful to others, and problem solve. Children who receive this high-quality preschool education also enter kindergarten with pre-reading skills, rich vocabularies, and strong basic math skills. The program also supports parental involvement.Summer Literacy Academy Jump into Reading! - Jump into Reading! is an intensive summer intervention program designed to improve reading skills for Transitional Kindergarten (TK)to 2nd grade students. Students who are more than two years below grade level participate in this summer program focused on developing critical foundational reading skills of phonemic awareness, phonics, and fluency. Once students have mastered these skills, they move on to vocabulary development and reading comprehension.Summer Reading & Writing Academy - The summer intervention program provides support for students exiting grades 1-3 who are below grade level proficiency in reading skills. SRWA was implemented as a response to the reality that many students slip further behind in their reading and writing skills during summer months if there is no intervention. SRWA provides professional development for teachers with the opportunity for teachers to practice the strategies in a real-time setting in the academy.Grade Level Proficiency Project - The Grade Level Proficiency Project is an innovative program that uses a combination of game-like computer software and classroom coaching for teachers to bring elementary students to grade level proficiency in match and literacy skills.The program provides individually paced learning addressing the individual needs of the students.The project also includes a professional development model that includes real time, in class teaching and coaching educators.This program is a direct response to the paradigm shift in education today, using technology to help guide teacher instruction and engage all students.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$334,712ExpenseAmt
Grant$298,207GrantAmt
DescEnrichment & School Support Valley Vibes Orchestra (ViVO) - An El Sistema Based Orchestra Program - A daily, two-hour per day after-school music program for students in grades three to high school. Kindergarten -2nd graders participate in a Pre-Orchestra Program (POP) three times a week, 1 hour per day. Student musicians participate in a minimum of one performance per month and learn crucial social-emotional and cognitive skills in addition to basic music skills in string and wind instruments. Classroom Grant Program - Provides funding to educators for small innovative and creative projects or school supplies that support classroom instruction and enhanced learning for our students. We love to support our teachers!The School Garden Program - School gardens are used as an outdoor classroom for teaching nutrition, horticulture, science, math, art, and simple cooking lessons. Students participate in lessons on how to grow and harvest vegetables and fruit and receive monthly visits by local chefs who teach students how to cook healthy meals based on the food grown in the gardens. The elementary school gardens create a ramp to the middle school horticulture classes, then to the agriculture classes at Sonoma Valley High School.Parent Teacher Organizations Support - The Foundation provides support to parent teacher organizations.Sonoma Valley Education Foundation Interns - Students from Sonoma provide support to the Foundation on summer projects.Support our Schools - The Foundation provides support in schools wherever needed.School News Project - School News Project provides "Kidscoop News" to students in classrooms.Scholarships - Sonoma Valley High School graduating seniors receive scholarship support towards their postsecondary college career, based on performance and qualifications in high school.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$283,317ExpenseAmt
Grant$231,800GrantAmt
DescCollege and Career ReadinessEngineering, Design & Technology Academy (EDT Academy)Sonoma Valley High School students in grades 10-12 who choose this path participate in rigorous coursework, hands-on projects, and work-based learning experiences in the engineering field. The Academy uses the Project Lead the Way (PLTW) curriculum.Sustainable Agriculture Academy (SA Academy)Sonoma Valley High School students in grades 10-12 who choose this path partcipate in coursework, hands on projects, and work based learning experiences in the sustainable agriculture field. The curriculum includes sustainable agriculture practices in plant and vegetable production, the viticulture industry, and the business/marketing practices of sustainable agriculture products.Bridge to Algebra - A summer program designed to support rising 9th grade students who are at risk for failing Algebra I. Students receive instruction in algebra concepts, group problem solving, individualized support and additional lessons to increase their confidence in their ability to try and succeed at math. The lessons are based on Stanford professor Jo Boaler's research.Middle School Writing Centers - Students receive writing support in class and in designated middle school writing centers at Adele Harrison and Altimira Middle Schools. Students learn writing strategies and receive help in planning, drafting, revising and editing their compositions.Includes support for class assignments, student published writing projects, and lunchtime and afterschool activities.Teacher Support Network - The Foundation recruits and trains volunteers to assist in middle and high school classrooms. Students receive direct support and individual attention from positive adult role models with the goal of supporting higher student achievement. Volunteers also engage in review boards for Senior Projects and help in the College and Career Center at Sonoma Valley High School.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,446,236TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDebra GarberPersonNm
Phone7079359566PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 493AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP949760493ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Debra Garber
Chair10.000.00Yes (X)Yes (X)$0$0$0
Charles Young
ViceChair/Treas4.000.00Yes (X)Yes (X)$0$0$0
Jeff Walter
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Laura Zimmerman
Executive Dir.40.000.00Yes (X)Yes (X)$106,170$0$0
Louann Carlomango
Ex officio Dir.1.000.00Yes (X)$0$0$0
Tom Angstadt
Director0.000.00Yes (X)$0$0$0
Renee Dellar
Director2.000.00Yes (X)$0$0$0
Stacie Elkhoury
Director3.000.00Yes (X)$0$0$0
Gemma Gallovich
Director4.000.00Yes (X)$0$0$0
Camerino Hawing
Director1.000.00Yes (X)$0$0$0
Keith Hughes
Director2.000.00Yes (X)$0$0$0
Tara Johnson
Director2.000.00Yes (X)$0$0$0
Tony Moll
Director3.000.00Yes (X)$0$0$0
Katherine Murphy
Director1.000.00Yes (X)$0$0$0
Vanessa Rognlien
Director2.000.00Yes (X)$0$0$0
Les Vasdsz
Director6.000.00Yes (X)$0$0$0
Tim Wallace
Director5.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$106,170TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$371,345FundraisingAmt
Government Grants$137,206GovernmentGrantsAmt
All Other Contributions$1,149,448AllOtherContributionsAmt
Noncash Contributions$38,300NoncashContributionsAmt
Total Contributions$1,657,999TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,803TotalRevenueColumnAmt
Related Or Exempt Func Income$23,803RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$114,425FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$371,345ContriRptFundraisingEventAmt
Fundraising Direct Expenses$114,425FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,681,802TotalRevenueColumnAmt
Related Or Exempt Func Income$23,803RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,308,614TotalAmt
Program Services$1,308,614ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$26,000TotalAmt
Program Services$26,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$106,170TotalAmt
Program Services$22,212ProgramServicesAmt
Management And General$15,366ManagementAndGeneralAmt
Fundraising$68,592FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$175,603TotalAmt
Program Services$36,738ProgramServicesAmt
Management And General$25,414ManagementAndGeneralAmt
Fundraising$113,451FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,523TotalAmt
Program Services$1,449ProgramServicesAmt
Management And General$2,020ManagementAndGeneralAmt
Fundraising$7,054FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,631TotalAmt
Program Services$4,732ProgramServicesAmt
Management And General$3,372ManagementAndGeneralAmt
Fundraising$14,527FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$92,628TotalAmt
Program Services$38,699ProgramServicesAmt
Management And General$49,285ManagementAndGeneralAmt
Fundraising$4,644FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,731TotalAmt
Fundraising$19,731FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,239TotalAmt
Management And General$27,030ManagementAndGeneralAmt
Fundraising$209FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,939TotalAmt
Management And General$913ManagementAndGeneralAmt
Fundraising$4,026FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,915TotalAmt
Program Services$3,120ProgramServicesAmt
Management And General$6,279ManagementAndGeneralAmt
Fundraising$9,516FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,229TotalAmt
Program Services$2,492ProgramServicesAmt
Management And General$5,610ManagementAndGeneralAmt
Fundraising$14,127FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,427TotalAmt
Program Services$662ProgramServicesAmt
Management And General$1,779ManagementAndGeneralAmt
Fundraising$1,986FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Postage and Delivery$7,194$1,453$1,441$4,300
Fees$4,937$3,019$1,918
Publications & Subscriptions$2,188$679$1,509
Program Supplies$2,125$65$510$1,550

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$266TotalAmt
Management And General$207ManagementAndGeneralAmt
Fundraising$59FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,856,359TotalAmt
Program Services$1,446,236ProgramServicesAmt
Management And General$142,924ManagementAndGeneralAmt
Fundraising$267,199FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$204,483BOYAmt
EOY$37,604EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$430,339BOYAmt
EOY$425,516EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$48,122BOYAmt
EOY$10,850EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$33,986BOYAmt
EOY$25,917EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$216,629BOYAmt
EOY$240,398EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$933,559BOYAmt
EOY$740,285EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,895BOYAmt
EOY$13,241EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$26,000BOYAmt
EOY$23,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$56,185BOYAmt
EOY$37,122EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,080BOYAmt
EOY$73,363EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$513,002BOYAmt
EOY$438,623EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$328,477BOYAmt
EOY$228,299EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$841,479BOYAmt
EOY$666,922EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$933,559BOYAmt
EOY$740,285EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$174,557ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,457,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,310,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,849,276CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,465,357CurrentTaxYearMinus1YearAmt
Current Tax Year$1,658,365CurrentTaxYearAmt
Total$7,740,723TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,600CurrentTaxYearMinus1YearAmt
Current Tax Year$15,600CurrentTaxYearAmt
Total$78,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,472,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,326,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,864,876CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,480,957CurrentTaxYearMinus1YearAmt
Current Tax Year$1,673,965CurrentTaxYearAmt
Total$7,818,723TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$7,818,723PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,198CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$3,497CurrentTaxYearMinus1YearAmt
Current Tax Year$23,803CurrentTaxYearAmt
Total$44,104TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,321CurrentTaxYearMinus4YearsAmt
Total$13,321TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$7,876,148TotalSupportAmt
Public Support CY1700.99270PublicSupportCY170Pct
Public Support PY1700.99180PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$216,629BeginningYearBalanceAmt
Investment Earnings Or Losses$27,342InvestmentEarningsOrLossesAmt
Administrative Expenses-$3,573AdministrativeExpensesAmt
End Year Balance$240,398EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$219,608BeginningYearBalanceAmt
Investment Earnings Or Losses$548InvestmentEarningsOrLossesAmt
Administrative Expenses-$3,527AdministrativeExpensesAmt
End Year Balance$216,629EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$231,204BeginningYearBalanceAmt
Investment Earnings Or Losses-$8,045InvestmentEarningsOrLossesAmt
Administrative Expenses$3,551AdministrativeExpensesAmt
End Year Balance$219,608EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$209,560BeginningYearBalanceAmt
Investment Earnings Or Losses$24,665InvestmentEarningsOrLossesAmt
Administrative Expenses$3,021AdministrativeExpensesAmt
End Year Balance$231,204EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$199,916BeginningYearBalanceAmt
Investment Earnings Or Losses$13,382InvestmentEarningsOrLossesAmt
Administrative Expenses$3,738AdministrativeExpensesAmt
End Year Balance$209,560EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Book Value Securities$240,398TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,681,802TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,681,802RevenueSubtotalAmt
Total Revenue Per Form990$1,681,802TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,856,359TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,856,359ExpensesSubtotalAmt
Total Expenses Per Form990$1,856,359TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationPart 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, 2017. 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 G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Red and White BallEvent1Nm
Gross Receipts Event1$485,770GrossReceiptsEvent1Amt
Charitable Contri Event1$371,345CharitableContriEvent1Amt
Gross Revenue Event1$114,425GrossRevenueEvent1Amt
Other Direct Expenses Event1$114,425OtherDirectExpensesEvent1Amt
Gross Receipts Total$485,770GrossReceiptsTotalAmt
Charitable Contributions Tot$371,345CharitableContributionsTotAmt
Gross Revenue Total Events$114,425GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$114,425OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$114,425DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Sonoma Charter School
Fundraising -17202 Sonoma HwySonomaCA95476680441449$28,917$0Grade level proficiency project
Sonoma Valley Unified School
District -17850 Railroad AveSonomaCA95476946002635$1,236,288$0General support childhood learning
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudents-Sonoma Val. Unif. Sch. DisGrantTypeTxt
Recipient43RecipientCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAdditional Supplemental InformationFormAndLineReferenceDesc
ExplanationPart 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

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$22,300NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)Advertising Services1$5,000
Yes (X)Advertising Services1$1,000
Yes (X)Facility1$10,000
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32, Hire and Use of Third PartiesFormAndLineReferenceDesc
ExplanationThe Foundation uses a broker-dealer to collect , value and sell contributions of marketable equity securities. The Foundation uses an outside contractor to process auction bids.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 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 ConflictsThe 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 ManagementThe 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 EmployeesThe 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 AvailableSVEF does not make its governing documents, conflict of interest policy or financial statements available to the public

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.