Civic Intelligence

Stone Valley Middle School Education Fund Svef

990 • Fiscal year 2016 • EIN 65-1162840

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 19, 2016

3001 Miranda AvenueAlamo, CA 94507

(925) 552-5640

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$201,101

Down $28,350 (-12%) from 2015

Net Assets

Down

$201,101

Down $28,350 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$221,268

Down $27,708 (-11%) from 2015

Expenses

Up

$249,804

Up $71,205 (+40%) from 2015

Net Income

Down

-$28,536

Down $98,913 (-141%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $194,496Liabilities 2011: $0Net Assets 2011: $194,4962011Assets 2012: $177,242Liabilities 2012: $0Net Assets 2012: $177,2422012Assets 2013: $148,212Liabilities 2013: $0Net Assets 2013: $148,2122013Assets 2014: $159,661Liabilities 2014: $0Net Assets 2014: $159,6612014Assets 2015: $229,451Liabilities 2015: $0Net Assets 2015: $229,4512015Assets 2016: $201,101Liabilities 2016: $0Net Assets 2016: $201,1012016Assets 2017: $155,316Liabilities 2017: $0Net Assets 2017: $155,3162017Assets 2018: $175,329Liabilities 2018: $0Net Assets 2018: $175,3292018Assets 2019: $142,174Liabilities 2019: $0Net Assets 2019: $142,1742019Assets 2020: $104,595Net Assets 2020: $104,5952020Assets 2021: $200,737Liabilities 2021: $73,178Net Assets 2021: $127,5592021Assets 2022: $236,154Liabilities 2022: $77,066Net Assets 2022: $159,0882022Assets 2023: $204,762Liabilities 2023: $51,952Net Assets 2023: $152,8102023Assets 2024: $190,649Liabilities 2024: $10,363Net Assets 2024: $180,2862024Assets 2025: $185,328Liabilities 2025: $51,825Net Assets 2025: $133,5032025

Highlighted filing

2016

Assets$201,101
Liabilities$0
Net Assets$201,101

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $297,765Expenses 2011: $311,455Net Income 2011: -$13,6902011Revenue 2012: $260,317Expenses 2012: $277,571Net Income 2012: -$17,2542012Expenses 2013: $269,6962013Revenue 2014: $245,754Expenses 2014: $234,305Net Income 2014: $11,4492014Revenue 2015: $248,976Expenses 2015: $178,599Net Income 2015: $70,3772015Revenue 2016: $221,268Expenses 2016: $249,804Net Income 2016: -$28,5362016Revenue 2017: $235,662Expenses 2017: $281,026Net Income 2017: -$45,3642017Revenue 2018: $264,031Expenses 2018: $244,018Net Income 2018: $20,0132018Revenue 2019: $225,550Expenses 2019: $258,705Net Income 2019: -$33,1552019Revenue 2020: $198,666Expenses 2020: $236,245Net Income 2020: -$37,5792020Revenue 2021: $128,734Expenses 2021: $105,770Net Income 2021: $22,9642021Revenue 2022: $246,451Expenses 2022: $214,942Net Income 2022: $31,5092022Revenue 2023: $255,873Expenses 2023: $262,151Net Income 2023: -$6,2782023Revenue 2024: $240,481Expenses 2024: $213,005Net Income 2024: $27,4762024Revenue 2025: $237,439Expenses 2025: $284,222Net Income 2025: -$46,7832025

Highlighted filing

2016

Revenue$221,268
Expenses$249,804
Net Income-$28,536
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.0
Gross Receipts
$221,268
Mission and Program Overview

Mission

SVEF works closely with the school's principal, teachers, staff and the supportive parent community to generate funding to keep our valuable programs such as Class Size Reduction (CSR) up and running. SVEF works in partnership with the PTA to enhance our studentsb

Stone Valley Middle School Education Fund is a non-profit entity dedicated to raising funds, through the collaboration of parents, educators and the community, to maintain and enhance the quality of education and the environment for every student at Stone Valley Middle School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$175,067$175,185▲ $118
Cash and Non-Interest-Bearing Accounts$54,384$25,916▼ $28,468
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$229,451$201,101▼ $28,350
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$229,451$201,101▼ $28,350
Total Net Assets Fund Balance$229,451$201,101▼ $28,350
Total Liabilities and Net Assets / Fund Balance$229,451$201,101▼ $28,350
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elisa TinkerPresident
Raylinn BianchiPTA President
Gina HaydenAsst Secretary
Bonnie SalkhiAsst Treasurer
Barb BesseAuditor
Nia WrightClass Size Red
Raymie SladekClass Size Red
Gary ZilkE Funding
Debbie WinogradGrants
Deb HamiltonMarketing
Jamie GarsonMatching
Jon CampopianoPrincipal
Carol EvenSecretary
Irma VoleneceStaff Rep
Tracey BraccoTreasurer
Victoria JohnsonVP-Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$186,830
Program Service Revenue
$34,320
Investment Income
$118
Other Revenue
$0
All Other Contributions
$186,830
Change in Net Assets
$-28,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$225,868
Other Expenses$23,936
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$225,868--$225,868
Office Expenses-$962-$962
Insurance-$820-$820
Fees for Services Accounting-$610-$610
Other Expenses$529$3,157-$529
All Other Expenses$235$70-$305
Total Functional Expenses$244,185$5,619$0$249,804
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SRV Unified School DisDanville, CASchool DistClass Size Reduction$225,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's board representative. The final version of the tax return is provided to all members of the organization's voting body. A representative of the board authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest atleast annually. All board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Education Foundation has no employees. The organization depends on the generous volunteer efforts of all of its board members.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Education Foundation has no employees. The organization depends on the generous volunteer efforts of all of its board members.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection at the organization's office in alamo, california.

Filing and Contact Details

Filer

Filer Name
Stone Valley Middle School Education
EIN
65-1162840
Phone
9255525640
Address
3001 Miranda Avenue, Alamo, CA 94507

Signing Officer

Name
Tracey Bracco
Title
Treasurer
Signed
2016-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elisa Tinker
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
73

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Correction of Cash Balance = $186

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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0SVEF works closely with the school's principal, teachers, staff and the supportive parent community to generate funding to keep our valuable programs such as Class Size Reduction (CSR) up and running. SVEF works in partnership with the PTA to enhance our students education and experience during the middle school years.
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0962
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IRS990/OtherExpensesGrp/Desc1Credit Card Fees
IRS990/OtherExpensesGrp/Desc2Library Fund
IRS990/OtherExpensesGrp/Desc3Fitness Challenge
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IRS990/OtherExpensesGrp/ProgramServicesAmt015556
IRS990/OtherExpensesGrp/ProgramServicesAmt11997
IRS990/OtherExpensesGrp/ProgramServicesAmt2529
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IRS990/OtherExpensesGrp/TotalAmt13157
IRS990/OtherExpensesGrp/TotalAmt21997
IRS990/OtherExpensesGrp/TotalAmt3529
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Elisa Tinker
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Bricks
IRS990/ProgramServiceRevenueGrp/Desc1E Fundraising
IRS990/ProgramServiceRevenueGrp/Desc2Fall Fundraiser
IRS990/ProgramServiceRevenueGrp/Desc3Fitness Challenge
IRS990/ProgramServiceRevenueGrp/Desc4Spring Event
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19756
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28636
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IRS990/ProgSrvcAccomActy2Grp/Desc0Monies raised by the SVEF fundraising events and E-Fundraising go to provide computers & software for the Stone Valley Middle School tech lab, new books for the library, school curriculum, supplies & lease payments for the school's copy machine and classroom funds.
IRS990/ProgSrvcAccomActy3Grp/Desc0The SVEF supports SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT and/or parent PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. Such activities include Fall Event, Spring Event, Fitness Challenge, and other events.
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-28536
IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0201132
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0396
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044490
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0195789
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0118
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0261
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01066
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.52$1.34$2.37$2.84$0.47
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.10$1.80$2.40$2.13$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.52$1.53$2.56$2.62$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.77$1.59$2.46$2.15$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.73$1.28$1.29$1.06$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.99$2.36$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.26$2.59$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$2.64$2.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$2.36$2.81$0.45
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.21$2.50$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.49$1.79$0.70
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$2.46$2.34$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$2.70
2012Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$2.60$2.78$0.17
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$2.98$3.11$0.14