Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Sonoma Valley Academy Inc
EIN 68-0107632 • 501(c)3 • Novato, CA
Profile
Education
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.07x
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 24.9% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
21st percentile
Faster revenue growth than 21% of similar nonprofits.
Balance Sheet
Assets
Down$9,335
Down $6,735 (-42%) from 2016
Liabilities
Down$642
Down $154 (-19%) from 2016
Net Assets
Down$8,693
Down $6,581 (-43%) from 2016
Revenue
Down$37,923
Down $24,291 (-39%) from 2016
Expenses
Down$44,504
Down $14,197 (-24%) from 2016
Net Income
Down-$6,581
Down $10,094 (-287%) from 2016
Trend Graphs
Filings
Most recent year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $9,335
- Liabilities
- $642
- Net assets
- $8,693
- Revenue
- $37,923
- Expenses
- $44,504
- Net income
- -$6,581
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 2, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $37,923
Mission and Program Overview
Mission
Education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Education institution open to the general public for the purpose of instruction of children in grades K-12 in the fields of, but not limited to, reading, math, writing, etc. Average number of students enrolled - 4. | $37,636 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mary F Refvem | Pres/Treas/Director | FT | $15,541 | - | $15,541 |
| Bonnie Paul | Secretary/Director | - | $0 | - | - |
| Michael Woods | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sonoma Valley Academy Inc
- EIN
- 68-0107632
- Phone
- 4153090436
- Address
- 2704 Topaz Drive, Novato, CA 94945
Signing Officer
- Name
- Mary F Refvem
- Title
- Pres/Treas/Director
- Signed
- 2017-11-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jeffrey M Dreyer CPA
- Address
- 811 West Napa Street Suite A, Sonoma, CA 95476
- Preparer
- Jeffrey M Dreyer
- Phone
- 7079382273
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $299”
Other Expenses.1009
“Depreciation $64”
Other Expenses.1012
“Insurance $1715”
Other Expenses.1
“Equipment Rent and Maintenance $2198”
Other Expenses.2
“Curriculum $1802”
Other Expenses.3
“Telephone $1427”
Other Expenses.4
“Miscellaneous $664”
Other Expenses.5
“Outside Services $175”
Other Assets.1003
“Machinery and Equipment - Beginning $64 Machinery and Equipment - Ending $0”
Other Assets.1007
“Receivables-Officers, Directors, Etc. - Beginning $100 Receivables-Officers, Directors, Etc. - Ending $0”
Other Assets.1
“Rent Deposit - Beginning $500 Rent Deposit - Ending $500”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $796 Accounts Payable and Accrued Expenses - Ending $642”
Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Deborah Droubay |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4153090436 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2704 Topaz Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Novato |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94945 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 15406 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8835 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 831 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6581 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 965 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16070 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 9335 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 37923 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 15274 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8693 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15274 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8693 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5933 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 55.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 15541 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Mary F Refvem |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Bonnie Paul |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Michael Woods |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Pres/Treas/Dir |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary/Dir |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 664 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 500 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8344 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Education |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 54 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 37092 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Education institution open to the general public for the purpose of instruction of children in grades K-12 in the fields of, but not limited to, reading, math, writing, etc. Average number of students enrolled - 4. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 37636 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 29208 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 796 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 642 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 44504 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 37636 |
| IRS990EZ/TotalRevenueAmt | 0 | 37923 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | www.svacademy.org |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | Brochures, information packets, newsletters, and all other promotional items contain a nondiscriminatory policy statement. Newspaper advertisements may or may not include such a statement depending on space availability. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule E, Line 4 - Explanation of Records and Materials Not Maintained |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $299 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Depreciation $64 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Insurance $1715 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Equipment Rent and Maintenance $2198 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Curriculum $1802 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Telephone $1427 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Miscellaneous $664 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Outside Services $175 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Machinery and Equipment - Beginning $64 Machinery and Equipment - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Receivables-Officers, Directors, Etc. - Beginning $100 Receivables-Officers, Directors, Etc. - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Rent Deposit - Beginning $500 Rent Deposit - Ending $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $796 Accounts Payable and Accrued Expenses - Ending $642 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mary F Refvem |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Pres/Treas/Dir |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Sonoma Valley Academy Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SONO |
| ReturnHeader/Filer/EIN | 0 | 680107632 |
| ReturnHeader/Filer/PhoneNum | 0 | 4153090436 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2704 Topaz Drive |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Novato |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94945 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Jeffrey M Dreyer CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 811 West Napa Street Suite A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Sonoma |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95476 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7079382273 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jeffrey M Dreyer |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-11-07T16:02:43-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.