Civic Intelligence

Sonoma Valley Education Foundation

990 • Fiscal year 2012 • EIN 68-0279152

Sep 01, 2011 to Aug 31, 2012 • Filed on Jul 02, 2013

Organization Profilewww.svgreatschools.org
P O Box 49395476-0493
Siviq Scores

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

Liabilities / Assets

38th percentile

0.06x

Higher debt load relative to assets than 38% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$376,743

Up $128,366 (+52%) from 2011

Net Assets

Up

$355,992

Up $107,906 (+43%) from 2011

Liabilities

Up

$20,751

Up $20,460 (+7031%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$954,865

Up $551,266 (+137%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $248,377Liabilities 2011: $291Net Assets 2011: $248,0862011Assets 2012: $376,743Liabilities 2012: $20,751Net Assets 2012: $355,9922012Assets 2013: $967,890Liabilities 2013: $30,691Net Assets 2013: $937,1992013Assets 2014: $1,355,347Liabilities 2014: $88,782Net Assets 2014: $1,266,5652014Assets 2015: $1,597,974Liabilities 2015: $177,841Net Assets 2015: $1,420,1332015Assets 2016: $933,559Liabilities 2016: $92,080Net Assets 2016: $841,4792016Assets 2017: $740,285Liabilities 2017: $73,363Net Assets 2017: $666,9222017Assets 2018: $650,453Liabilities 2018: $80,744Net Assets 2018: $569,7092018Assets 2019: $702,600Liabilities 2019: $78,110Net Assets 2019: $624,4902019Assets 2020: $776,371Liabilities 2020: $83,386Net Assets 2020: $692,9852020Assets 2021: $890,181Liabilities 2021: $24,890Net Assets 2021: $865,2912021Assets 2022: $599,565Liabilities 2022: $31,944Net Assets 2022: $567,6212022Assets 2023: $782,979Liabilities 2023: $32,889Net Assets 2023: $750,0902023Assets 2024: $2,996,194Liabilities 2024: $14,811Net Assets 2024: $2,981,3832024Assets 2025: $2,970,754Liabilities 2025: $14,553Net Assets 2025: $2,956,2012025

Highlighted filing

2012

Assets$376,743
Liabilities$20,751
Net Assets$355,992
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $348,604Expenses 2011: $403,599Net Income 2011: -$54,9952011Expenses 2012: $954,8652012Expenses 2013: $902,9972013Revenue 2014: $1,317,804Expenses 2014: $1,006,531Net Income 2014: $311,2732014Revenue 2015: $1,869,297Expenses 2015: $1,680,454Net Income 2015: $188,8432015Revenue 2016: $1,461,860Expenses 2016: $2,040,514Net Income 2016: -$578,6542016Revenue 2017: $1,681,802Expenses 2017: $1,856,359Net Income 2017: -$174,5572017Revenue 2018: $1,624,881Expenses 2018: $1,722,094Net Income 2018: -$97,2132018Revenue 2019: $1,462,450Expenses 2019: $1,407,669Net Income 2019: $54,7812019Revenue 2020: $1,774,473Expenses 2020: $1,705,978Net Income 2020: $68,4952020Revenue 2021: $1,670,523Expenses 2021: $1,498,217Net Income 2021: $172,3062021Revenue 2022: $1,301,130Expenses 2022: $1,598,800Net Income 2022: -$297,6702022Revenue 2023: $1,186,572Expenses 2023: $1,004,103Net Income 2023: $182,4692023Revenue 2024: $3,385,943Expenses 2024: $1,154,650Net Income 2024: $2,231,2932024Revenue 2025: $1,091,245Expenses 2025: $1,116,427Net Income 2025: -$25,1822025

Highlighted filing

2012

Revenue-
Expenses$954,865
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jul 2, 2013
Return Version
2011v1.5
Gross Receipts
$1,134,642
Mission and Program Overview

Mission

The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.

Major Activities

Activity 2
Early childhood learningpreschool expansion - svef, in partnership with the ernest bates foundation and the vadasz family foundation, is now expanding the preschool at el verano school. Pre-school is a proven way to give students a strong start in school. The program helps students adjust to the school environment and enhances early language skills. The goal of svef and svusd is to add additional new preschool programs at other school sites.
Activity 3
Music and the artssonoma jazz plus - funds raised from this annual music festival support existing music programs. Visual thinking strategies (vts) - vts uses fine art images to develop vocabulary, communication and critical thinking skills. Vts operates district-wide at the elementary school level. Students use evidence based thinking as they learn about art and then transfer these skills to other subjects. Vts boosts writing skills for participating students.
Filing and Contact Details

Filer

EIN
68-0279152
Raw XML AppendixShowing 400 of 598 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.

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IRS990/Activity2/Description0EARLY CHILDHOOD LEARNINGPRESCHOOL EXPANSION - SVEF, IN PARTNERSHIP WITH THE ERNEST BATES FOUNDATION AND THE VADASZ FAMILY FOUNDATION, IS NOW EXPANDING THE PRESCHOOL AT EL VERANO SCHOOL. PRE-SCHOOL IS A PROVEN WAY TO GIVE STUDENTS A STRONG START IN SCHOOL. THE PROGRAM HELPS STUDENTS ADJUST TO THE SCHOOL ENVIRONMENT AND ENHANCES EARLY LANGUAGE SKILLS. THE GOAL OF SVEF AND SVUSD IS TO ADD ADDITIONAL NEW PRESCHOOL PROGRAMS AT OTHER SCHOOL SITES.
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IRS990/Activity3/Description0MUSIC AND THE ARTSSONOMA JAZZ PLUS - FUNDS RAISED FROM THIS ANNUAL MUSIC FESTIVAL SUPPORT EXISTING MUSIC PROGRAMS. VISUAL THINKING STRATEGIES (VTS) - VTS USES FINE ART IMAGES TO DEVELOP VOCABULARY, COMMUNICATION AND CRITICAL THINKING SKILLS. VTS OPERATES DISTRICT-WIDE AT THE ELEMENTARY SCHOOL LEVEL. STUDENTS USE EVIDENCE BASED THINKING AS THEY LEARN ABOUT ART AND THEN TRANSFER THESE SKILLS TO OTHER SUBJECTS. VTS BOOSTS WRITING SKILLS FOR PARTICIPATING STUDENTS.
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IRS990/ActivityOther/Description0EDUCATION AND CLASSROOM GRANTS - MADE AVAILABLE THROUGH THE PROCEEDS FROM BARN SALES, TEACHERS RECEIVE GRANTS FOR PROJECTS AND MATERIALS THAT WILL ENHANCE THEIR WORK WITH STUDENTS.
IRS990/ActivityOther/Description1OTHEREXPLORATORIUM SCIENCE PROGRAM (ESP) - IN COLLABORATION WITH THE SAN FRANCISCO EXPLORATORIUM, SVUSD ESTABLISHED ESP TO INCREASE THE AMOUNT OF SCIENCE IN THE SCHOOL DAY THROUGH THE DEVELOPMENT OF A SCIENCE CURRICULUM FOR K-5 GRADES THAT ALSO MEETS THE STANDARDS FOR LANGUAGE DEVELOPMENT. ESP HAS SIGNIFICANTLY INCREASED SCIENCE EXPOSURE FOR SVUSD ELEMENTARY GRADE STUDENTS AND HAS ENHANCED READING AND WRITING SKILLS THROUGH JOURNALING AND DISCUSSION EXERCISES ABOUT INQUIRY-BASED SCIENCE EXPERIMENTS. SONOMA VALLEY SCHOOL GARDENS PROGRAM (SGP) - SGP HELPS TO ESTABLISH AND MAINTAIN GARDENS AT ALL SCHOOLS. SGP BRINGS STUDENTS TO AN "OUTDOOR CLASSROOM" TO LEARN TEAMWORK, ENVIRONMENTAL STEWARDSHIP, NUTRITION, HORTICULTURE, AGRICULTURE AND THE MARKET VALUE OF HARD WORK. SGP ENCOURAGES HANDS ON LEARNING. SCHOOLS NEWS PROJECT - FUNDS HELPED ESTABLISH THE OUR SCHOOLS PAGE IN THE SONOMA INDEX TRIBUNE, WHICH INCLUDES INFORMATION ON PROGRAMS AND EVENTS IN SONOMA VALLEY PUBLIC SCHOOLS.
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IRS990/Description0EXCEL AT SONOMA VALLEY HIGH SCHOOL (SVHS)CA CONNECT ED/LINKED LEARNING - SVUSD ESTABLISHED A NEW INITIATIVE CALLED LINKED LEARNING PATHWAYS AT SVHS IN WHICH STUDENTS CHOOSE AN ACADEMIC FOCUS AREA FOR THEIR SOPHOMORE, JUNIOR AND SENIOR YEARS. THE JAMES IRVINE FOUNDATION AND THE VADASZ FAMILY FOUNDATION PROVIDED INITIAL FUNDING. SVUSD ESTABLISHED ONE PATHWAY AND WILL ESTABLISH OTHERS. TEACHER SUPPORT NETWORK (TSN) - TSN BRINGS ADULTS INTO THE CLASSROOMS OF SVHS AND INTO THE LIVES OF STUDENTS. THESE COMMUNITY VOLUNTEERS, UNDER THE DIRECTION OF TEACHERS, WORK WITH STUDENTS ONE-ON-ONE OR IN SMALL GROUPS, OFFERING REAL WORLD EXPERTISE AND ADDITIONAL ADULT PRESENCE. VOLUNTEERS ALSO ENGAGE IN REVIEW BOARDS FOR SENIOR PROJECTS AND HELP IN THE COLLEGE AND CAREER CENTER AT SVHS. SVUSD RECENTLY EXPANDED TSN TO ALTIMIRA MIDDLE SCHOOL, WHERE VOLUNTEERS HELP WITH ENGLISH AND MATH. SCHOLARSHIP PROGRAM - STUDENTS GRADUATING FROM SVHS RECEIVE MONEY FOR COLLEGE COURSE WORK BASED ON PERFORMANCE AND QUALIFICATIONS IN HIGH SCHOOL.
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IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0126823
IRS990/RevenuesLessExpensesPriorYear0-54995
IRS990/SalariesEtcCurrentYear0112630
IRS990/SalariesEtcPriorYear0168346
IRS990/SavingsAndTempCashInvestments/BOY0225504
IRS990/SavingsAndTempCashInvestments/EOY0106175
IRS990ScheduleA/AmountsSubstContributorsTotal0911827
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear01043420
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0248083
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0225974
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0363698
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0323369
IRS990ScheduleA/GiftsGrantsContribReceived170/Total02204544
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05239
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year052621
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years028172
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years01250
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years035578
IRS990ScheduleA/GrossInvestmentIncome170/Total0122860
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc02500
IRS990ScheduleA/NetUBI/CurrentTaxYear020885
IRS990ScheduleA/NetUBI/Total020885
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.55050
IRS990ScheduleA/PublicSupportPertcentPriorYear00.37380
IRS990ScheduleA/PublicSupportTotal17001292717
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear01043420
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0248083
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0225974
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0363698
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0323369
IRS990ScheduleA/Total170/Total02204544
IRS990ScheduleA/TotalSupport02348289
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance01.00000
IRS990ScheduleD/CurrentYear/AdministrativeExpenses03678
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0191376
IRS990ScheduleD/CurrentYear/EndOfYearBalance0199916
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses012218
IRS990ScheduleD/DonatedServicesUseOfFacilities015600
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities015600
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs01
IRS990ScheduleD/ExcessOrDeficitForYear0126823
IRS990ScheduleD/ExcessOrDeficitPerFS0107906
IRS990ScheduleD/ExpensesNotRptdF990015600
IRS990ScheduleD/ExpensesNotRptdOnFinStmt03678
IRS990ScheduleD/ExpensesSubtotal0951187
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0FURTHER THE CHARITABLE PURPOSES OF SVEF
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE MANAGEMENT OF SVEF CONSIDERS CERTAIN TAX POSITIONS TAKEN BY SVEF. A TAX POSITION IS A POSITION TAKEN IN A PREVIOUSLY FILED TAX RETURN OR A POSITION THE MANAGEMENT OF SVEF EXPECTS TO TAKE IN A FUTURE TAX RETURN THAT FIGURES IN MEASURING CURRENT OR DEFERRED INCOME TAX ASSETS AND LIABILITIES FOR INTERIM OR ANNUAL PERIODS. A TAX POSITION CAN RESULT IN A PERMANENT REDUCTION IN INCOME TAXES PAYABLE, A DEFERRAL OF INCOME TAXES OTHERWISE CURRENTLY PAYABLE TO FUTURE YEARS OR A CHANGE IN THE EXPECTED REALIZABILITY OF DEFERRED TAX ASSETS. A TAX POSITION ALSO ENCOMPASSES, BUT IS NOT LIMITED TO: 1. A DECISION NOT TO FILE A TAX RETURN 2. AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS 3. THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A RETURN 4. A DECISION TO CLASSIFY A TRANSACTION, ENTITY OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT 5. THE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A PASS-THROUGH OR TAX-EXEMPT ENTITY. EVALUATING A TAX POSITION REQUIRES THE MANAGEMENT OF SVEF TO DETERMINE, FOR EACH TAX POSITION, WHETHER IT IS MORE LIKELY THAN NOT THAT, UPON EXAMINATION BY TAXING AUTHORITIES, SUCH AUTHORITIES WILL UPHOLD THE TAX POSITION AND, FOR EACH MORE-LIKELY-THAN-NOT TAX POSITION, DETERMINE THE HIGHEST BENEFIT WITH A MORE THAN 50% LIKELIHOOD OF REALIZATION UPON ULTIMATE SETTLEMENT. ACCORDINGLY, IT IS POSSIBLE THAT TAX POSITIONS TAKEN ON TAX RETURNS AND RELATED AMOUNTS RECOGNIZED HEREIN COULD VARY. SVEF FILES TAX RETURNS WITH THE IRS AND FTB. SVEF RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WITH INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. AS OF AND FOR THE YEAR ENDED AUGUST 31, 2012, INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WERE NOT MATERIAL. AS OF AUGUST 31, 2012, THE MANAGEMENT OF SVEF BELIEVES THAT THERE ARE NO TAX POSITIONS OF SVEF WHERE IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE PERIOD ENDING AUGUST 31, 2013. AS OF AUGUST 31, 2012, OPEN TAX PERIODS SUBJECT TO FUTURE EXAMINATION BY TAXING AUTHORITIES COVER PERIODS FROM JULY 1, 2008 THROUGH AUGUST 31, 2012.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/InvestmentExpensesNotIncluded03678
IRS990ScheduleD/InvestmentExpensesNotIncluded203678

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$376,743
Liabilities
$20,751
Net assets
$355,992
Revenue
-
Expenses
$954,865
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$0.01$2.96$1.09$1.12$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.98$3.39$1.15$2.23
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.03$0.75$1.19$1.00$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$1.30$1.60$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.87$1.67$1.50$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.08$0.69$1.77$1.71$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.08$0.62$1.46$1.41$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.08$0.57$1.62$1.72$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.07$0.67$1.68$1.86$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.09$0.84$1.46$2.04$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.42$1.87$1.68$0.19
2014Summary only. Only limited summary data is available for this year.$1.36$0.09$1.27$1.32$1.01$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.03$0.94$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.02$0.36$0.95
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.35$0.40$0.05