2014-04-08T09:11:59-05:00 2013-08-31 263789391 WILSON MARKLE STUCKEY HARDESTY & BOTT 101 LARKSPUR LANDING CIRCLE STE 200 LARKSPUR CA 949391750 990 2012-09-01 680279152 SONOMA VALLEY EDUCATION FOUNDATION SONO 7079359566 P O BOX 493 SONOMA CA 949760493 LAURA ZIMMERMAN 7079359566 2014-03-25 1 MICHAEL SMITH P00097496 4159251120 2012 2015-11-30 17:44:51Z LAURA ZIMMERMAN P O BOX 493 SONOMA CA 949760493 1608771 0 X WWW.SVGREATSCHOOLS.ORG X 1993 CA DEDICATED TO EXCELLENCE IN PRE-K THROUGH 12TH GRADE EDUCATION 14 14 10 400 0 0 1043420 1457119 2500 495 14883 8366 20885 13321 1081688 1479301 586046 376975 0 0 112630 210485 0 0 168453 256189 315537 954865 902997 126823 576304 376743 967890 20751 30691 355992 937199 X SONOMA VALLEY EDUCATION FOUNDATION (SVEF) IS DEDICATED TO EXCELLENCE IN PRE-KINDERGARTEN THROUGH 12TH GRADE EDUCATION. SVEF LEVERAGES FINANCIAL CAPITAL AND COMMUNITY RESOURCES TO MAKE SURE THAT EVERY STUDENT GRADUATES FROM SCHOOL READY FOR COLLEGE, CAREER AND CIVIC RESPONSIBILITY. 1 0 210005 209005 EARLY CHILDHOOD LEARNING PRESCHOOL - SVEF, IN PARTNERSHIP WITH THE ERNEST BATES FOUNDATION AND THE VADASZ FAMILY FOUNDA-TION, IS NOW 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. PRESCHOOL STEPPING INTO KINDER - 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 READI-NESS. THE PROGRAM SIGNIFICANTLY IMPROVES KINDERGARTEN READINESS, MATERNAL INVOLVEMENT IN CHILDRENS EDUCATION, MATERNAL EDUCATION AND REDUCES RELIANCE ON PUBLIC BENEFITS. SUMMER READING PROGRAM - 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. 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. 195251 63300 495 ENRICHMENT 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 SCHOOL GARDENS - 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. SUPPORT OUR SCHOOLS - SVEF PROVIDES SUPPORT IN SCHOOLS WHEREVER NEEDED. PTO SUPPORT - SVEF PROVIDES SUPPORT TO PARENT TEACHER ORGANIZATIONS. SVEF INTERNS - STUDENTS FROM SONOMA PROVIDE SUPPORT TO SVEF ON SUMMER PROJECTS. SCHOOL NEWS PROJECT - SCHOOL NEWS PROJECT PROVIDES KIDSCOOP NEWS TO STUDENTS IN CLASSROOMS. 107330 59121 OTHER SCHOOL SUPPORT - LIBRARIES,SCHOOL SUPPORT, SAVE OUR SPORTS AND SONOMA JAZZ PLUS 47764 9899 TRANSITION YEARS 5TH/8TH GRADE TRANSITION - 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. ALGEBRA BOOT CAMP - 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. 35650 35650 POSTSECONDARY SUCCESS COLLEGE AND CAREER FRESHMEN 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. LINKED LEARNING PATHWAYS (PATHWAY) - 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. 83414 45549 596000 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DARLENE LLANOS 7079359566 P O BOX 493 SONOMA CA 949760493 MAGGIE BAFALON 0.00 X 0 0 0 JAN DAVIS 2.00 X 0 0 0 JETTE FRANKS 2.00 X 0 0 0 MICHAEL GEORGE 12.00 X X 0 0 0 DEBRA GARBER 10.00 X X 0 0 0 ANNE KUSCHNER 2.00 X X 0 0 0 KEVIN JAGGIE 0.00 X 0 0 0 SUSAN REBER 1.00 X 0 0 0 JEAN BARNIER 5.00 X X 0 0 0 WILLIAM DEETHS 1.00 X 0 0 0 MOLLY FEDORCHAK 2.00 X 0 0 0 CAMERINO HAWING 2.00 X 0 0 0 ED LOWE 2.00 X 0 0 0 VANESSA ROGNLIEN 3.00 X 0 0 0 LES VASDASZ 4.00 X 0 0 0 TIM WALLACE 5.00 X 0 0 0 CHARLES YOUNG 4.00 X 0 0 0 RILEY O'DONNELL 0.00 X 0 0 0 LAURA ZIMMERMAN 50.00 X 95976 0 0 DARLENE LLANOS 24.00 X 30000 0 0 125976 0 0 0 0 0 0 0 102706 89094 1265319 51418 1457119 ENRICHMENT 711130 495 495 495 7034 7034 52750 51418 1332 1332 1332 91373 102706 78052 13321 13321 1479301 495 0 21687 X 340325 340325 36650 36650 105942 19515 47398 39029 90218 59698 27802 2718 2206 405 992 809 12119 1760 6839 3520 6000 6000 4506 4506 130952 85209 20471 25272 40758 19145 415 21198 34473 1897 10706 21870 5809 302 401 5106 18263 4179 5726 8358 13748 4508 5116 4124 10279 2288 946 7045 PUBLICATIONS AND SUBSCR 28175 1857 127 26191 PROGRAM SUPPLIES 17856 17856 0 0 BANK FEES 4221 267 979 2975 POSTAGE AND DELIVERY 497 139 120 238 902997 596000 138544 168453 11262 31707 106175 254917 58625 471706 765 0 199916 209560 376743 967890 20751 10691 0 20000 20751 30691 X 266541 273311 89451 663888 355992 937199 376743 967890 576304 4903 0 X 0 1 X 1 0 X 363698 225974 248083 1043420 1457119 3338294 15600 15600 31200 363698 225974 248083 1059020 1472719 3369494 918062 2451432 1250 28172 52621 5239 7034 94316 20885 13321 34206 3498016 2995 0.70080 0.55050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 199916 13382 3738 209560 191376 12218 3678 199916 1.00000 0.00000 0.00000 1 0 0 POOLED INVESTMENT FUND 209560 F 209560 X 1479698 4903 4903 1474795 4506 4506 1479301 898491 0 898491 4506 4506 902997 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FURTHER THE CHARITABLE PURPOSES OF SVEF DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE MANAGEMENT OF SVEF CONSIDERS CERTAIN TAX POSITIONS TAKEN BY SVEF. A TAX POSITION IS A POSITION TAKEN IN A PREVIOUSLY FILED TAX RETURN OR A POSITION THE MANAGEMENT OF SVEF EXPECTS TO TAKE IN A FUTURE TAX RETURN THAT FIGURES IN MEASURING CURRENT OR DEFERRED INCOME TAX ASSETS AND LIABILITIES FOR INTERIM OR ANNUAL PERIODS. A TAX POSITION CAN RESULT IN A PERMANENT REDUCTION IN INCOME TAXES PAYABLE, A DEFERRAL OF INCOME TAXES OTHERWISE CURRENTLY PAYABLE TO FUTURE YEARS OR A CHANGE IN THE EXPECTED REALIZABILITY OF DEFERRED TAX ASSETS. A TAX POSITION ALSO ENCOMPASSES, BUT IS NOT LIMITED TO: 1. A DECISION NOT TO FILE A TAX RETURN 2. AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS 3. THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A RETURN 4. A DECISION TO CLASSIFY A TRANSACTION, ENTITY OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT 5. THE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A PASS-THROUGH OR TAX-EXEMPT ENTITY EVALUATING A TAX POSITION REQUIRES THE MANAGEMENT OF SVEF TO DETERMINE, FOR EACH TAX POSITION, WHETHER IT IS MORE LIKELY THAN NOT THAT, UPON EXAMINATION BY TAXING AUTHORITIES, SUCH AUTHORITIES WILL UPHOLD THE TAX POSITION AND, FOR EACH MORE-LIKELY-THAN-NOT TAX POSITION, DETERMINE THE HIGHEST BENEFIT WITH A MORE THAN 50% LIKELIHOOD OF REALIZATION UPON ULTIMATE SETTLEMENT. ACCORDINGLY, IT IS POSSIBLE THAT TAX POSITIONS TAKEN ON TAX RETURNS AND RELATED AMOUNTS RECOGNIZED HEREIN COULD VARY. SVEF FILES TAX RETURNS WITH THE IRS AND FTB. SVEF RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WITH INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. AS OF AND FOR THE YEAR ENDED AUGUST 31, 2013, INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WERE NOT MATERIAL. AS OF AUGUST 31, 2013, THE MANAGEMENT OF SVEF BELIEVES THAT THERE ARE NO TAX POSITIONS OF SVEF WHERE IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE PERIOD ENDING AUGUST 31, 2014. AS OF AUGUST 31, 2013, OPEN TAX PERIODS SUBJECT TO FUTURE EXAMINATION BY TAXING AUTHORITIES COVER PERIODS FROM SEPTEMBER 1, 2009 THROUGH AUGUST 31, 2013. RED AND WHITE BALL 194079 102706 91373 0 22440 7613 27958 10761 9280 194079 102706 91373 22440 7613 27958 10761 9280 78052 13321 1 SONOMA FFA BOOSTERS C/O DANNY ASCHWANDEN 20000 BROADWAY BROADWAY SONOMA CA 95476 946002635 5000 ENRICHMENT - SONOMA GARDEN PROJECT SONOMA VALLEY UNIFIED SCHOOL DISTRICT 17850 RAILROAD AVENUE SONOMA CA 95476 946002635 501(C)(3) 299057 GENERAL SUPPORTEARLY CHILDHOOD LEARNING, ENRICHMENT, TRANSITION YEARS AND OTHER SCHOOL SUPPORT PRESTWOOD ELEMENTARY SCHOOL 343 EAST MACARTHUR STREET SONOMA CA 95476 946002635 501(C)(3) 5806 ENRICHMENT - TEACHER GRANTS 2 1 STUDENTS OF THE SONOMA VALLEY UNIFIED SCHOOL DISTRICT 21 36650 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS HAVE UNIQUE REPORTING POLICIES ASSOCIATED WITH THEM AND SVEF 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. X 4 51418 0 0 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): SVEF ESTIMATES THE NUMBER OF CONTRIBUTIONS BASED ON THE NUMBER OF DAYS RECEIVING CONTRIBUTIONS OF THE INDICATED TYPE THIRD PARTY USE: PART I, LINE 32B: SVEF USES AN UNRELATED BROKER-DEALER TO RECEIVE AND SELL CONTRIBUTIONS OF MARKETABLE EQUITY SECURITIES NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 SVEF CHANGED THE NAMES AND REGROUPED CERTAIN PROGRAMS FORM 990, PART VI, SECTION A, LINE 4 SVEF LAST AMENDED ITS BYLAWS EFFECTIVE 11-13-2013. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR, BOOKKEEPER AND FINANCE COMMITTEE REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL EVALUATION WITH THE EXCECUTIVE 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, SECTION C, LINE 19 SVEF DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC OTHER FEES FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 85,209. MANAGEMENT AND GENERAL EXPENSES 20,471. FUNDRAISING EXPENSES 25,272. TOTAL EXPENSES 130,952.