SONOMA VALLEY EDUCATION FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SONOMA VALLEY EDUCATION FOUNDATION (EIN 68-0279152)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-10-17
IRS object ID
201612919349301031
Schema version
2015v2.0
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)
Return2016-10-17T12:50:14-07:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Line11000 Fourth Street Suite 400AddressLine1Txt
CitySan RafaelCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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)
PersonLaura ZimmermanPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2016-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHiep PhamPreparerPersonNm
PTINP01346204PTIN
Phone4154571215PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLaura ZimmermanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 493AddressLine1Txt
CitySonomaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94976ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,627,156GrossReceiptsAmt
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 Employee10TotalEmployeeCnt
Total Volunteers550TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,849,276PYContributionsGrantsAmt
CY Contributions Grants$1,465,357CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$21,314PYInvestmentIncomeAmt
CY Investment Income-$3,497CYInvestmentIncomeAmt
PY Other Revenue-$1,293PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,869,297PYTotalRevenueAmt
CY Total Revenue$1,461,860CYTotalRevenueAmt
PY Grants And Similar Paid$1,045,607PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,530,802CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$344,779PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$294,607CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$290,259CYTotalFundraisingExpenseAmt
PY Other Expenses$290,068PYOtherExpensesAmt
CY Other Expenses$215,105CYOtherExpensesAmt
PY Total Expenses$1,680,454PYTotalExpensesAmt
CY Total Expenses$2,040,514CYTotalExpensesAmt
PY Revenues Less Expenses$188,843PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$578,654CYRevenuesLessExpensesAmt
Total Assets BOY$1,597,974TotalAssetsBOYAmt
Total Assets EOY$933,559TotalAssetsEOYAmt
Total Liabilities BOY$177,841TotalLiabilitiesBOYAmt
Total Liabilities EOY$92,080TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,420,133NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$841,479NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$872,537ExpenseAmt
Grant$864,239GrantAmt
DescEarly Childhood Learning: Preschool for all - SVEF, in partnership with the Ernest Bates Foundation and the Vadasz Family Foundation, is expanding the preschool at El Verano School. Preschool is a proven way to give students a strong start in school. The program helps students adjust to the school environment and enhances early language skills. The goal of SVEF and SVUSD is to add additional new preschool programs at other school sites. Stepping into Kinder is a kindergarten readiness program for incoming kindergarten students, held at Prestwood Elementary School, and tailored to students who have never attended preschool, with the requirement that a parent must attend with their child.Avance Parent-Child Education - Avance provides weekly three-hour classes for low-income Spanish-speaking parents with children under age 3. The classes, conducted in Spanish, focus on early education for children, parent education, early childhood development, literacy and school readiness. The program significantly improves kindergarten readiness, maternal involvement in children's education, maternal education and reduces reliance on public benefits.Summer Reading and Writing Academy - Summer reading program provides a dynamic, daily 5-week reading program for first through third grade students with the goal that all students improve reading skills and increase their love of reading. Students who read fluently with strong comprehension are much more likely to advance in school and succeed in all other school subjects.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 math 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 for 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.Exploratorium Science Program (ESP) - Developed in collaboration with the San Francisco Exploratorium Program, ESP increases the amount of science exposure in the elementary school day through the development of science curriculum that also meets the standards for English language development. Elementary students experience a dynamic hands-on learning program that enhances reading and writing skills through journaling and discussion exercises about inquiry-based science experiments.Visual Thinking Strategies (VTS) - VTS is an innovative, inquiry-based elementary school program that uses carefully selected fine art images to develop oral and written language literacy, collaborative interactions among peers and critical thinking skills. Students use evidence based thinking as they learn about art, then transfer those skills to other subjects. VTS boost writing skills for participating students.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$312,500ExpenseAmt
Grant$312,500GrantAmt
DescPostsecondary Success - College and CareerFreshmen Teams - Freshmen teams provide smaller learning communities at the freshman level designed to better support incoming freshmen in order to build a strong foundation for success in high school. Teachers work closely with a particular group of students to meet their needs, monitor their progress and provide academic support. Teachers receive specific time to collaborate and plan new learning opportunities. In addition, students who need additional learning time and extra support receive academic intervention. Scholarships - Sonoma Valley High School Graduating seniors receive scholarship support towards their postsecondary college career, based on performance and qualifications in high school.Engineering, Design and Technology Academy - The Engineering, Design and Technology (EDT) pathway combines strong academics and a demanding technical curriculum to connect theoretical knowledge and real-world applications. Sophomore students in the EDT pathway take engineering-based elective classes and engage in large-scale engineering projects. Pathways include three components: academic, technical and work-based learning opportunities.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$258,035ExpenseAmt
Grant$254,763GrantAmt
DescEnrichment - El Sistema - Valley Vibes Orchestra (VVO) - VVO provides a daily after school youth development program for elementary aged children. VVO provides 10 hours per week of classical music instruction in a vibrant learning environment. Children develop important cognitive and social-emotional skills through music, inspired by the world-renowned Venezuelan community development program, "El Sistema".Sonoma Garden Project - Gardens at schools create a robust living laboratory for students who learn teamwork, environmental stewardship, nutrition, horticulture, agriculture and market value of hard work. Sonoma School Gardens offers hands on, experiential learning outside the walls of a traditional classroom.Teacher Grants - Teachers apply for and receive grants for projects and materials that will enhance their work with students.PTO Support - SVEF provides support to parent teacher organizations.SVEF Interns - Students from Sonoma provide support to SVEF on summer projects.Support our Schools - SVEF provides support in schools wherever needed.School News Project - School news project provides "Kidscoop News" to students in classrooms.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$170,419TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$99,300TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,613,491TotalProgramServiceExpensesAmt
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 Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10EmployeeCnt
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)
PersonLaura ZimmermanPersonNm
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)$96,131$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$96,131TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$373,223FundraisingAmt
Government Grants$132,456GovernmentGrantsAmt
All Other Contributions$959,678AllOtherContributionsAmt
Total Contributions$1,465,357TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,497TotalRevenueColumnAmt
Related Or Exempt Func Income-$3,497RelatedOrExemptFuncIncomeAmt

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$165,296FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$373,223ContriRptFundraisingEventAmt
Fundraising Direct Expenses$165,296FundraisingDirectExpensesAmt

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$1,461,860TotalRevenueColumnAmt
Related Or Exempt Func Income-$3,497RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,476,302TotalAmt
Program Services$1,476,302ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$54,500TotalAmt
Program Services$54,500ProgramServicesAmt

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$96,131TotalAmt
Program Services$20,434ProgramServicesAmt
Management And General$12,658ManagementAndGeneralAmt
Fundraising$63,039FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$163,823TotalAmt
Program Services$34,823ProgramServicesAmt
Management And General$21,570ManagementAndGeneralAmt
Fundraising$107,430FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,073TotalAmt
Program Services$480ProgramServicesAmt
Management And General$4,642ManagementAndGeneralAmt
Fundraising$6,951FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,580TotalAmt
Program Services$4,644ProgramServicesAmt
Management And General$3,770ManagementAndGeneralAmt
Fundraising$14,166FundraisingAmt

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$101,679TotalAmt
Program Services$11,440ProgramServicesAmt
Management And General$60,939ManagementAndGeneralAmt
Fundraising$29,300FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,024TotalAmt
Program Services-$1,000ProgramServicesAmt
Fundraising$32,024FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,286TotalAmt
Program Services$6,538ProgramServicesAmt
Management And General$15,812ManagementAndGeneralAmt
Fundraising$6,936FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,214TotalAmt
Management And General$574ManagementAndGeneralAmt
Fundraising$4,640FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,293TotalAmt
Program Services$3,120ProgramServicesAmt
Management And General$6,813ManagementAndGeneralAmt
Fundraising$9,360FundraisingAmt

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$7,041TotalAmt
Program Services$458ProgramServicesAmt
Management And General$5,152ManagementAndGeneralAmt
Fundraising$1,431FundraisingAmt

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$4,403TotalAmt
Program Services$667ProgramServicesAmt
Management And General$1,959ManagementAndGeneralAmt
Fundraising$1,777FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Program Supplies$10,415$900$24$9,491
Fees$4,593$185$2,629$1,779
Publications & Subscriptions$2,157$222$1,935

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,040,514TotalAmt
Program Services$1,613,491ProgramServicesAmt
Management And General$136,764ManagementAndGeneralAmt
Fundraising$290,259FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$155,522BOYAmt
EOY$204,483EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$758,229BOYAmt
EOY$430,339EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$385,687BOYAmt
EOY$48,122EOYAmt

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$78,928BOYAmt
EOY$33,986EOYAmt

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$219,608BOYAmt
EOY$216,629EOYAmt

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$1,597,974BOYAmt
EOY$933,559EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,773BOYAmt
EOY$9,895EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$32,000BOYAmt
EOY$26,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$127,068BOYAmt
EOY$56,185EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$177,841BOYAmt
EOY$92,080EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$527,656BOYAmt
EOY$513,002EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$892,477BOYAmt
EOY$328,477EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,420,133BOYAmt
EOY$841,479EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,597,974BOYAmt
EOY$933,559EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$578,654ReconcilationRevenueExpnssAmt
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$1,043,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,457,119CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,310,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,849,276CurrentTaxYearMinus1YearAmt
Current Tax Year$1,465,357CurrentTaxYearAmt
Total$7,125,778TotalAmt

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$1,059,020CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,472,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,326,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,864,876CurrentTaxYearMinus1YearAmt
Current Tax Year$1,480,957CurrentTaxYearAmt
Total$7,203,778TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$7,203,778PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,239CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,198CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,566CurrentTaxYearMinus1YearAmt
Current Tax Year-$3,497CurrentTaxYearAmt
Total$25,540TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,885CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,321CurrentTaxYearMinus3YearsAmt
Total$34,206TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$7,263,524TotalSupportAmt
Public Support CY1700.99180PublicSupportCY170Pct
Public Support PY1700.74950PublicSupportPY170Pct
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$219,608BeginningYearBalanceAmt
Investment Earnings Or Losses$548InvestmentEarningsOrLossesAmt
Administrative Expenses-$3,527AdministrativeExpensesAmt
End Year Balance$216,629EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$199,916BeginningYearBalanceAmt
Investment Earnings Or Losses$13,382InvestmentEarningsOrLossesAmt
Administrative Expenses$3,738AdministrativeExpensesAmt
End Year Balance$209,560EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$191,376BeginningYearBalanceAmt
Investment Earnings Or Losses$12,218InvestmentEarningsOrLossesAmt
Administrative Expenses$3,678AdministrativeExpensesAmt
End Year Balance$199,916EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Book Value Securities$216,629TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,461,860TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,461,860RevenueSubtotalAmt
Total Revenue Per Form990$1,461,860TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,040,514TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,040,514ExpensesSubtotalAmt
Total Expenses Per Form990$2,040,514TotalExpensesPerForm990Amt

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.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$538,519GrossReceiptsEvent1Amt
Charitable Contri Event1$373,223CharitableContriEvent1Amt
Gross Revenue Event1$165,296GrossRevenueEvent1Amt
Other Direct Expenses Event1$165,296OtherDirectExpensesEvent1Amt
Gross Receipts Total$538,519GrossReceiptsTotalAmt
Charitable Contributions Tot$373,223CharitableContributionsTotAmt
Gross Revenue Total Events$165,296GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$165,296OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$165,296DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Boys & Girls Club -Sonoma
Valley - 100 West Verano AveSonomaCA95476941579901501(C)(3)$10,000$0El Sistema - Valley Vibes Orchestra
Sonoma Charter School
Fundraising -17202 Sonoma HwySonomaCA95476680441449501(C)(3)$95,243$0Grade level proficiency project
Sonoma Valley Unified School
District -17850 Railroad AveSonomaCA95476946002635501(C)(3)$1,327,218$0General support childhood learning
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudents-Sonoma Val. Unif. Sch. DisGrantTypeTxt
Recipient41RecipientCnt
Cash Grant$54,500CashGrantAmt

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$10,321NoncashContributionsRptF990Amt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$15,600NoncashContributionsRptF990Amt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,040NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)1$10,000
Yes (X)1$5,000
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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Other Program Services:Transition Years - 5th/8th grade transition provides both intervention and enrichment opportunities during the summer for students transitioning to middle and high school. Students must be proficient in both English and Math as they complete Elementary school and must be ready to complete college prep level work without remediation upon entering High School to successfully master the next level course work.Accelerated Language Academy - provides accelerated English language and literacy development for 4th-8th grade students during the summer. All students participate in field trips connected to their summer learning in the academy. Algebra Boot Camp - provides summer support to Eighth grade students transitioning to Sonoma Valley High School. Students experience many of the teaching methods they will encounter in their ninth grade algebra course and begin High School with significantly increased confidence. Successful completion of algebra is a pre-requisite to higher-level sciences and mathematics.Teacher Support Network (TSN) - SVEF 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.
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

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