Civic Intelligence

Stone Valley Middle School Education Fund Svef

990EZ • Fiscal year 2021 • EIN 65-1162840

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 11, 2022

Organization Profilewww.svms.srvusd.k12.ca.us/EdFund.htm
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

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.57x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

62nd percentile

18%

Higher net margin than 62% 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

88th percentile

92%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$200,737

Up $96,142 (+92%) from 2020

Net Assets

Up

$127,559

Up $22,964 (+22%) from 2020

Liabilities

$73,178

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin62nd percentile

Revenue

Down

$128,734

Down $69,932 (-35%) from 2020

Expenses

Down

$105,770

Down $130,475 (-55%) from 2020

Net Income

Up

$22,964

Up $60,543 (+161%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2021

Assets$200,737
Liabilities$73,178
Net Assets$127,559
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

2021

Revenue$128,734
Expenses$105,770
Net Income$22,964
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 11, 2022
Return Version
2020v4.0
Gross Receipts
$129,677
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

Program Services

DescriptionGrantsExpenses
Stone Valley Education Fund (SVEF) raises funds from parents (along with some matching corporate funds) and remits payments to the San Ramon Valley Unified School District in order to "purchase" class sections from the school district. This enables SVEF to enhance the learning experience for students by providing smaller class sizes for certain core and grade level curriculum.$102,231$99,167
Monies 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.--
The 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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kendal BarnettPresident-$0--
Brent WillmanTreasurer-$0--
Melissa BurkertFin'L Secretary-$0--
Ainsley MartinSecretary-$0--
Lori TulkoffCommunications-$0--
Dina GiolittiParliamentarian-$0--
Liz YuanFamily Donation-$0--
Sally BrownCorp Matching-$0--
Justin WhitePrincipal-$0--
Irma VolenecTeacher Rep-$0--
Jule AdelsonPta President-$0--
Robin ClarkPta President-$0--
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
Brent Willman
Title
Treasurer
Phone
5102055515
Signed
2022-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Class Size Reduction | Donee's Name: SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT | Donee's Address: 699 Old Orchard Drive Danville CA 94526 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $99167”

Other Expenses.1002

“Office Expenses $1323”

Other Expenses.1012

“Insurance $379”

Other Expenses.1

“Library Fund $2000”

Other Expenses.2

“Copier Expense $1064”

Other Expenses.3

“Credit Card & Bank Fees $1062”

Other Expenses.4

“Taxes & Licenses $50”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $99167 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $73178”

Raw XML Appendix225 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/PersonNm0Brent Willman
IRS990EZ/BooksInCareOfDetail/PhoneNum05102055515
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 Miranda Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alamo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0200737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127334
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022964
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104595
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0200737
IRS990EZ/FundraisingGrossIncomeAmt02342
IRS990EZ/GrantsAndSimilarAmountsPaidAmt099167
IRS990EZ/GrossReceiptsAmt0129677
IRS990EZ/GroupExemptionNum08171
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104595
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104595
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt94.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kendal Barnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brent Willman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Burkert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ainsley Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori Tulkoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dina Giolitti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Liz Yuan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sally Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Justin White
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Irma Volenec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jule Adelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Robin Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fin'l Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Family Donation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corp Matching
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PTA President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt099167
IRS990EZ/OtherExpensesTotalAmt05878
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SVEF 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Stone Valley Education Fund (SVEF) raises funds from parents (along with some matching corporate funds) and remits payments to the San Ramon Valley Unified School District in order to "purchase" class sections from the school district. This enables SVEF to enhance the learning experience for students by providing smaller class sizes for certain core and grade level curriculum.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Monies 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102231
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099167
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0943
IRS990EZ/SpecialEventsNetIncomeLossAmt01399
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt073178
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0105770
IRS990EZ/TotalProgramServiceExpensesAmt0102231
IRS990EZ/TotalRevenueAmt0128734
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.svms.srvusd.k12.ca.us/EdFund.htm
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0127334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0198592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0205975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0244324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0211356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0987581
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070472
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0262
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt01058053
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0198646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0268218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235559
IRS990ScheduleA/Total509Grp/TotalAmt01058053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0198666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0226017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0268293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01058315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Class Size Reduction | Donee's Name: SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT | Donee's Address: 699 Old Orchard Drive Danville CA 94526 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $99167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Library Fund $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Copier Expense $1064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Credit Card & Bank Fees $1062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes & Licenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prepaid Expenses and Deferred Charges - Beginning $99167 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deferred Revenue - Beginning $0 Deferred Revenue - Ending $73178
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1003
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/PersonNm0Brent Willman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05102055515
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stone Valley Middle School Education
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Fund SVEF
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0651162840
ReturnHeader/Filer/PhoneNum09255525640
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 Miranda Avenue
ReturnHeader/Filer/USAddress/CityNm0Alamo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGALIA & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 TOWN COUNTRY DR STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02022-01-11T13:50:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brent
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Willman
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,737
Liabilities
$73,178
Net assets
$127,559
Revenue
$128,734
Expenses
$105,770
Net income
$22,964
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