Civic Intelligence

San Ramon Vly Educational Foundation Cougar Fund

990EZ • Fiscal year 2021 • EIN 52-2372281

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

7534 Blue Fox WaySan Ramon, CA 94583

(925) 803-7430

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

28th percentile

-5.4%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$125,261

Down $2,119 (-1.7%) from 2020

Net Assets

Down

$125,261

Down $2,119 (-1.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$39,427

Down $42,966 (-52%) from 2020

Expenses

Down

$41,546

Down $92,247 (-69%) from 2020

Net Income

Up

-$2,119

Up $49,281 (+96%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $158,200Liabilities 2011: $02011Assets 2012: $143,237Net Assets 2012: $143,2372012Assets 2013: $133,790Net Assets 2013: $133,7902013Assets 2014: $135,152Net Assets 2014: $135,1522014Assets 2015: $124,518Net Assets 2015: $124,5182015Assets 2016: $145,694Net Assets 2016: $145,6942016Assets 2017: $127,858Net Assets 2017: $127,8582017Assets 2018: $131,905Net Assets 2018: $131,9052018Assets 2019: $178,780Net Assets 2019: $178,7802019Assets 2020: $127,380Net Assets 2020: $127,3802020Assets 2021: $125,261Net Assets 2021: $125,2612021Assets 2022: $108,375Net Assets 2022: $108,3752022Assets 2023: $172,001Liabilities 2023: $0Net Assets 2023: $172,0012023Assets 2024: $247,514Liabilities 2024: $0Net Assets 2024: $247,5142024

Highlighted filing

2021

Assets$125,261
Liabilities-
Net Assets$125,261

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $129,705Expenses 2011: $127,457Net Income 2011: $2,2482011Revenue 2012: $109,742Expenses 2012: $124,705Net Income 2012: -$14,9632012Revenue 2013: $91,698Expenses 2013: $101,145Net Income 2013: -$9,4472013Revenue 2014: $101,775Expenses 2014: $100,413Net Income 2014: $1,3622014Revenue 2015: $127,577Expenses 2015: $138,211Net Income 2015: -$10,6342015Revenue 2016: $130,911Expenses 2016: $109,735Net Income 2016: $21,1762016Revenue 2017: $146,812Expenses 2017: $164,648Net Income 2017: -$17,8362017Revenue 2018: $115,643Expenses 2018: $111,596Net Income 2018: $4,0472018Revenue 2019: $128,507Expenses 2019: $81,632Net Income 2019: $46,8752019Revenue 2020: $82,393Expenses 2020: $133,793Net Income 2020: -$51,4002020Revenue 2021: $39,427Expenses 2021: $41,546Net Income 2021: -$2,1192021Revenue 2022: $106,649Expenses 2022: $56,208Net Income 2022: $50,4412022Revenue 2023: $153,995Expenses 2023: $90,369Net Income 2023: $63,6262023Revenue 2024: $146,574Expenses 2024: $71,062Net Income 2024: $75,5122024

Highlighted filing

2021

Revenue$39,427
Expenses$41,546
Net Income-$2,119
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$39,427
Mission and Program Overview

Mission

To provide additional funds and support to supplement the students and programs of country club elementary school.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT COUNTRY CLUB SCHOOL PROGRAMS.$37,132-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED OETINGERCo-President-$0--
JEFF SAUNDERSCo-President-$0--
ERIKA ALVARADOTreasurer-$0--
HANIA FIJMANFinance Secty-$0--
AMBER PHINNEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
San Ramon Vly Educational Foundation
EIN
52-2372281
Phone
9258037430
Address
7534 BLUE FOX WAY, SAN RAMON, CA 94583

Signing Officer

Name
Erika Alvarado
Title
Treasurer
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Janet S Yarbrough CPA
Address
550 Main Street Ste F2B, Placerville, CA 95667
Preparer
Janet Yarbrough
Phone
9252003302
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $369

Other Expenses.1

TUTORS $37132

Other Expenses.2

XEROX MACHINE $2291

Other Expenses.3

BANK FEES $1449

Other Expenses.4

PRIOR YEAR EXPENSES $305

Other Assets.1

UNRECONCILED DIFFERENCE - Beginning $65474 UNRECONCILED DIFFERENCE - Ending $65474

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIKA ALVARADO
IRS990EZ/BooksInCareOfDetail/PhoneNum09258037430
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07435 BLUE FOX WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094583
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030002
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2119
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125261
IRS990EZ/FundraisingGrossIncomeAmt04321
IRS990EZ/GrossReceiptsAmt039427
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125261
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ED OETINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIKA ALVARADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANIA FIJMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER PHINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE SECTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt065474
IRS990EZ/OtherAssetsTotalDetail/EOYAmt065474
IRS990EZ/OtherExpensesTotalAmt041546
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ADDITIONAL FUNDS AND SUPPORT TO SUPPLEMENT THE STUDENTS AND PROGRAMS OF COUNTRY CLUB ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt05103
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT COUNTRY CLUB SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037132
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04321
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041546
IRS990EZ/TotalProgramServiceExpensesAmt037132
IRS990EZ/TotalRevenueAmt039427
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181820
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0181820
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044906
IRS990ScheduleA/Total509Grp/TotalAmt0181820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0181859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TUTORS $37132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2XEROX MACHINE $2291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $1449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR EXPENSES $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNRECONCILED DIFFERENCE - Beginning $65474 UNRECONCILED DIFFERENCE - Ending $65474
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA ALVARADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN RAMON VLY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUGAR FUND
ReturnHeader/Filer/BusinessNameControlTxt0SANR
ReturnHeader/Filer/EIN0522372281
ReturnHeader/Filer/PhoneNum09258037430
ReturnHeader/Filer/USAddress/AddressLine1Txt07534 BLUE FOX WAY
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0548869611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janet S Yarbrough CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Main Street Ste F2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Placerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum09252003302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Yarbrough
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T09:05:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIKA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALVARADO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.47$0.71$0.76
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.54$0.90$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.07$0.56$0.50
2021Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.39$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.82$1.34$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.79$1.79$1.29$0.82$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.16$1.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.47$1.65$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.31$1.10$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.25$1.25$1.28$1.38$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.35$1.35$1.02$1.00$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$1.34$0.92$1.01$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$1.43$1.10$1.25$0.15
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$1.30$1.27$0.02