Civic Intelligence

Sun Valley School PTO Inc

EIN 42-1759606 • 501(c)3 • San Rafael, CA

Profile

To support the education of children at sun valley school in san rafael, california by fostering relationships between the school, parents, and teachers.

75 Happy LaneSan Rafael, CA 94901

www.sunvalleypto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

0.5%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$482,672

Up $110,498 (+30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$482,672

Up $110,498 (+30%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Up

$315,892

Up $1,465 (+0.5%) from 2024

Expenses

Down

$205,394

Down $293,015 (-59%) from 2024

Net Income

Up

$110,498

Up $294,480 (+160%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $68,190Liabilities 2011: $0Net Assets 2011: $68,1902011Assets 2012: $99,991Liabilities 2012: $0Net Assets 2012: $99,9912012Assets 2013: $103,182Liabilities 2013: $0Net Assets 2013: $103,1822013Assets 2014: $240,679Liabilities 2014: $0Net Assets 2014: $240,6792014Assets 2015: $300,378Liabilities 2015: $115,641Net Assets 2015: $184,7372015Assets 2016: $276,076Liabilities 2016: $257Net Assets 2016: $275,8192016Assets 2017: $263,146Liabilities 2017: $0Net Assets 2017: $263,1462017Assets 2018: $310,518Liabilities 2018: $27,151Net Assets 2018: $283,3672018Assets 2019: $321,980Liabilities 2019: $27,601Net Assets 2019: $294,3792019Assets 2020: $278,661Liabilities 2020: $27,601Net Assets 2020: $251,0602020Assets 2021: $345,736Liabilities 2021: $27,450Net Assets 2021: $318,2862021Assets 2022: $462,504Liabilities 2022: $27,450Net Assets 2022: $435,0542022Assets 2023: $556,156Liabilities 2023: $0Net Assets 2023: $556,1562023Assets 2024: $372,174Liabilities 2024: $0Net Assets 2024: $372,1742024Assets 2025: $482,672Liabilities 2025: $0Net Assets 2025: $482,6722025

Highlighted filing

2025

Assets$482,672
Liabilities$0
Net Assets$482,672
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $233,751Expenses 2011: $236,762Net Income 2011: -$3,0112011Revenue 2012: $246,855Expenses 2012: $215,054Net Income 2012: $31,8012012Revenue 2013: $279,167Expenses 2013: $275,976Net Income 2013: $3,1912013Revenue 2014: $293,670Expenses 2014: $156,173Net Income 2014: $137,4972014Revenue 2015: $262,760Expenses 2015: $318,702Net Income 2015: -$55,9422015Revenue 2016: $265,233Expenses 2016: $174,151Net Income 2016: $91,0822016Revenue 2017: $319,344Expenses 2017: $332,432Net Income 2017: -$13,0882017Revenue 2018: $283,122Expenses 2018: $262,901Net Income 2018: $20,2212018Revenue 2019: $317,701Expenses 2019: $306,689Net Income 2019: $11,0122019Revenue 2020: $229,883Expenses 2020: $273,202Net Income 2020: -$43,3192020Revenue 2021: $307,520Expenses 2021: $240,294Net Income 2021: $67,2262021Revenue 2022: $345,841Expenses 2022: $229,073Net Income 2022: $116,7682022Revenue 2023: $345,794Expenses 2023: $224,692Net Income 2023: $121,1022023Revenue 2024: $314,427Expenses 2024: $498,409Net Income 2024: -$183,9822024Revenue 2025: $315,892Expenses 2025: $205,394Net Income 2025: $110,4982025

Highlighted filing

2025

Revenue$315,892
Expenses$205,394
Net Income$110,498
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$482,672
Liabilities
$0
Net assets
$482,672
Revenue
$315,892
Expenses
$205,394
Net income
$110,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.00$4.83$3.16$2.05$1.10
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$3.14$4.98$1.84
2023Summary only. Only limited summary data is available for this year.$5.56$0.00$5.56$3.46$2.25$1.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.27$4.35$3.46$2.29$1.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.27$3.18$3.08$2.40$0.67
2020Summary only. Only limited summary data is available for this year.$2.79$0.28$2.51$2.30$2.73$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.28$2.94$3.18$3.07$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.27$2.83$2.83$2.63$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$3.19$3.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$2.65$1.74$0.91
2015Summary only. Only limited summary data is available for this year.$3.00$1.16$1.85$2.63$3.19$0.56
2014Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$2.94$1.56$1.37
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$2.79$2.76$0.03
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$2.47$2.15$0.32
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$2.34$2.37$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Gross Receipts
$357,279
Mission and Program Overview

Mission

To support the education of children at sun valley school in san rafael, california by fostering relationships between the school, parents, and teachers.

Educational programs benefiting all students in art, literature, assemblies, field trips, technology and science. Programs also provide books, classroom supplies and computer equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$372,174$482,672▲ $110,498
Total Assets$372,174$482,672▲ $110,498
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$372,174$482,672▲ $110,498
Total Net Assets Fund Balance$372,174$482,672▲ $110,498
Total Liabilities and Net Assets / Fund Balance$372,174$482,672▲ $110,498
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Carmen DowellPresident
Emily WeissenbergerVice President
Francios GrenierVice President
Gabriela BeckerVice President
Katie FleetVice President
Kelly ShalkVice President
Kyndra KennedyVice President
Leigh WalkerVice President
Lindsey HoltawayVice President
MichelleVice President
Rebecca McefeeVice President
Ronnie TuckerVice President
Shereen SainiVice President
Tori CollinsSecretary
Heather HokeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$356,404
Program Service Revenue
$0
Investment Income
$875
Other Revenue
$-41,387
All Other Contributions
$257,766
Change in Net Assets
$110,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,394
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$21,068-$21,068
Other Expenses$6,073--$6,073
Insurance-$689-$689
Total Functional Expenses$183,637$21,757$0$205,394
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,387
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the organization consist of parents, teachers, and other community members.”

Form 990, Part VI, Section A, Line 7A

“The members of the board are elected by vote of members of the organization.”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed and approved by the organization's management prior to filing.”

Form 990, Part VI, Section C, Line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Sun Valley School Pto Inc
EIN
42-1759606
Phone
4154852440
Address
75 HAPPY LANE, SAN RAFAEL, CA 94901

Signing Officer

Name
Heather Hoke
Title
Treasurer
Phone
4154852440
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Hoke
Formed
2008
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Forward Llp
Address
4040 CIVIC CENTER DR STE 200, SAN RAFAEL, CA 94903
Preparer
John Ward CPA
Phone
4154911099
Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL PROGRAMS BENEFITING ALL STUDENTS IN ART, LITERATURE, ASSEMBLIES, FIELD TRIPS, TECHNOLOGY AND SCIENCE. PROGRAMS ALSO PROVIDE BOOKS, CLASSROOM SUPPLIES AND COMPUTER EQUIPMENT.
IRS990/AllOtherContributionsAmt0257766
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04154852440
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt075 HAPPY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094901
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0372174
IRS990/CashNonInterestBearingGrp/EOYAmt0482672
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt098638
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0356404
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0875
IRS990/CYOtherExpensesAmt0205394
IRS990/CYOtherRevenueAmt0-41387
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0110498
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0205394
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0315892
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL PROGRAMS BENEFITING STUDENTS IN ART, LITERATURE, ASSEMBLIES, FIELD TRIPS, TECHNOLOGY AND SCIENCE. PROGRAMS ALSO PROVIDE BOOKS, CLASSROOM SUPPLIES AND COMPUTER EQUIPMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0183637
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0CARMEN DOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KYNDRA KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDSEY HOLTAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANCIOS GRENIER
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER HOKE
IRS990/Form990PartVIISectionAGrp/PersonNm5TORI COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm6EMILY WEISSENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7LEIGH WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm8GABRIELA BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm9RONNIE TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE
IRS990/Form990PartVIISectionAGrp/PersonNm11REBECCA MCEFEE
IRS990/Form990PartVIISectionAGrp/PersonNm12SHEREEN SAINI
IRS990/Form990PartVIISectionAGrp/PersonNm13KATIE FLEET
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLY SHALK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt098638
IRS990/FundraisingDirectExpensesAmt041387
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0357279
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0689
IRS990/InsuranceGrp/TotalAmt0689
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0875
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0875
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATION OF CHILDREN AT SUN VALLEY SCHOOL IN SAN RAFAEL, CALIFORNIA BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS, AND TEACHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0372174
IRS990/NetAssetsOrFundBalancesEOYAmt0482672
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-41387
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-41387
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0372174
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0482672
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021068
IRS990/OfficeExpensesGrp/TotalAmt021068
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ENRICHMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPORT
IRS990/OtherExpensesGrp/Desc2SPECIAL PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3CAPITAL EXPENDITURES
IRS990/OtherExpensesGrp/ProgramServicesAmt094481
IRS990/OtherExpensesGrp/ProgramServicesAmt156498
IRS990/OtherExpensesGrp/ProgramServicesAmt226585
IRS990/OtherExpensesGrp/ProgramServicesAmt36073
IRS990/OtherExpensesGrp/TotalAmt094481
IRS990/OtherExpensesGrp/TotalAmt156498
IRS990/OtherExpensesGrp/TotalAmt226585
IRS990/OtherExpensesGrp/TotalAmt36073
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HEATHER HOKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0261708
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0384
IRS990/PYOtherExpensesAmt0498409
IRS990/PYOtherRevenueAmt052335
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-183982
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0498409
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0314427
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0110498
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0330734
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL WHICH IS A UNIT OF THE SAN RAFAEL ELEMENTARY SCHOOL DISTRICT, A GOVERNMENTAL ENTITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR IN FURTHERANCE OF THE SCHOOL'S EXEMPT PURPOSE, AND WAS RESPONSIVE TO THE SCHOOL THROUGH MAINTENANCE OF A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE ORGANIZATION'S BOARD OF DIRECTORS HAS DETERMINED IN REGULAR MEETINGS THAT THIS ENDEAVOR WAS DETERMINED TO BE SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR. THROUGH MAINTENANCE OF A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SCHOOL, THE ORGANIZATION'S BOARD OF DIRECTORS HAS DETERMINED THAT THE ORGANIZATION IS INVOLVED IN ONLY SUCH ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD HAVE ENGAGED IN IF NOT FOR THE ORGANIZATION'S INVOLVEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 1C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0330734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0261708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0229799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0334441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0307520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01464202
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0302075
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01464202
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0330734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0261708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0229799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0334441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0307520
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01464202
IRS990ScheduleA/TotalSupportAmt01464202
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ORGANIZATION CONSIST OF PARENTS, TEACHERS, AND OTHER COMMUNITY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD ARE ELECTED BY VOTE OF MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED AND APPROVED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0372174
IRS990/TotalAssetsEOYAmt0482672
IRS990/TotalAssetsGrp/BOYAmt0372174
IRS990/TotalAssetsGrp/EOYAmt0482672
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0356404
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021757
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0183637
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205394
IRS990/TotalGrossUBIAmt0875
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0372174
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0482672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0183637
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-41387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315892
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0875
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0372174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0482672
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 HAPPY LANE
IRS990/USAddress/CityNm0SAN RAFAEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.SUNVALLEYPTO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER HOKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154852440
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN VALLEY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNV
ReturnHeader/Filer/EIN0421759606
ReturnHeader/Filer/PhoneNum04154852440
ReturnHeader/Filer/USAddress/AddressLine1Txt075 HAPPY LANE
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472745117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORWARD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04040 CIVIC CENTER DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04154911099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WARD CPA
ReturnHeader/ReturnTs02025-12-11T12:50:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.