Civic Intelligence

Sonoma Valley Education Foundation

990 • Fiscal year 2021 • EIN 68-0279152

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 13, 2021

PO Box 493Sonoma, CA 94976

(707) 935-9566

Siviq Scores

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

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$118,328

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

15%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-5.9%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$890,181

Up $113,810 (+15%) from 2020

Net Assets

Up

$865,291

Up $172,306 (+25%) from 2020

Liabilities

Down

$24,890

Down $58,496 (-70%) from 2020

Revenue

Down

$1,670,523

Down $103,950 (-5.9%) from 2020

Expenses

Down

$1,498,217

Down $207,761 (-12%) from 2020

Net Income

Up

$172,306

Up $103,811 (+152%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$890,181
Liabilities$24,890
Net Assets$865,291

Operations Trend

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

2021

Revenue$1,670,523
Expenses$1,498,217
Net Income$172,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 13, 2021
Return Version
2020v4.0
Gross Receipts
$1,670,523
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.

Dedicated to excellence in Pre-K through 12th grade education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$278,597$354,338▲ $75,741
Cash and Non-Interest-Bearing Accounts$-17,454$281,423▲ $298,877
Savings and Temporary Cash Investments$496,239$250,989▼ $245,250
Prepaid Expenses and Deferred Charges$18,989$2,431▼ $16,558
Accounts Receivable-$1,000-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$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-
Total Assets$776,371$890,181▲ $113,810
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$71,447--
Accounts Payable and Accrued Expenses$11,939$24,890▲ $12,951
Total Liabilities$83,386$24,890▼ $58,496
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,435$767,198▲ $372,763
Net Assets With Donor Restrictions$298,550$98,093▼ $200,457
Total Net Assets Fund Balance$692,985$865,291▲ $172,306
Total Liabilities and Net Assets / Fund Balance$776,371$890,181▲ $113,810

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$278,597-▲ $80,163-$354,338
2019$268,333-▲ $14,357-$278,597
2018$261,781-▲ $9,988-$268,333
2017$240,398-▲ $25,290-$261,781
2016$216,629-▲ $27,342-$247,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary FavaroDirectorFT$118,328$118,328

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,594,018
Program Service Revenue
$0
Investment Income
$76,505
Other Revenue
$0
All Other Contributions
$1,594,018
Change in Net Assets
$172,306

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,670,523
Total Revenue per Audited Statements
$1,670,523
Total Revenue per Form 990
$1,670,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$861,669
Total Fundraising Expense$327,088
Salaries, Compensation, and Employee Benefits$318,980
Other Expenses$317,568
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$861,669--$861,669
Other Salaries and Wages$19,801$56,074$96,581$172,456
Office Expenses$74,048$11,676$39,014$124,738
Current Officers, Directors, Trustees, and Key Employees$13,586$38,474$66,268$118,328
Fees for Services Other$74,115$5,900$5,680$85,695
Payroll Taxes$5,097$2,465$16,581$24,143
Advertising$596-$19,019$19,615
Other Expenses-$17$5,633$5,650
Other Employee Benefits$302$2,969$782$4,053
Conferences and Meetings-$457$598$1,055
Total Functional Expenses$1,049,214$121,915$327,088$1,498,217

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,498,217
Total Expenses per Audited Statements$1,498,217
Total Expenses per Form 990$1,498,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma Valley Unified SchoolSonoma, CA-General support childhood learning$730,596
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
No
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

The Executive Director, bookeeper and Finance Committee review the Form 990 before it is filed.

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

The nominating and governance committee of the Board of Directors interviews potential Board Members and asks about potential conflicts of interest. The current Board Chair inquires about potential conflicts of interest at each monthly board meeting. The nominating and governance committee of the Board of Directors periodically reviews the conflict of interest policy.

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

The Executive Committee conducts an annual evaluation with the Executive Director (currently the only paid CEO/ED/Top Management Official/Officer/Key Employee). The Board uses a two-part assessment form, one part for the ED to complete and the second part for the Executive Committee to collectively respond. The results are discussed together and summarized. The Board uses the results of the annual evaluation and the then-current Executive Director round table ED pay statistics to determine the compensation package for the ED.

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

The Executive Committee conducts an annual evaluation with the Executive Director (currently the only paid CEO/ED/Top Management Official/Officer/Key Employee). The Board uses a two-part assessment form, one part for the ED to complete and the second part for the Executive Committee to collectively respond. The results are discussed together and summarized. The Board uses the results of the annual evaluation and the then-current Executive Director round table ED pay statistics to determine the compensation package for the ED.

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

SVEF does not make its governing documents, conflict of interest policy or financial statements available to the public

Filing and Contact Details

Filer

Filer Name
Sonoma Valley Education Foundation
EIN
68-0279152
Phone
7079359566
Address
PO Box 493, Sonoma, CA 94976

Signing Officer

Name
Angela Ryan
Title
Executive Director
Signed
2021-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Ryan
Formed
1993
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
10

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Part V, Line 4: Further the charitable purposes of the Foundation.Sonoma Valley Education Foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. Sonoma Valley Education Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. Sonoma Valley Education Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on Sonoma Valley Education Foundations financial condition, results of operations or cashflows. Accordingly, Sonoma Valley Education Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at June 30, 2021. Sonoma Valley Education Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 527 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011939
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024890
IRS990/AccountsReceivableGrp/EOYAmt01000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Dedicated to excellence in Pre-K through 12th grade education.
IRS990/AdvertisingGrp/FundraisingAmt019019
IRS990/AdvertisingGrp/ProgramServicesAmt0596
IRS990/AdvertisingGrp/TotalAmt019615
IRS990/AllOtherContributionsAmt01594018
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Angela Ryan
IRS990/BooksInCareOfDetail/PhoneNum07073645826
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 493
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sonoma
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0949760493
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0-17454
IRS990/CashNonInterestBearingGrp/EOYAmt0281423
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt066268
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt038474
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013586
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0118328
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0598
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0457
IRS990/ConferencesMeetingsGrp/TotalAmt01055
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01594018
IRS990/CYGrantsAndSimilarPaidAmt0861669
IRS990/CYInvestmentIncomeAmt076505
IRS990/CYOtherExpensesAmt0317568
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0172306
IRS990/CYSalariesCompEmpBnftPaidAmt0318980
IRS990/CYTotalExpensesAmt01498217
IRS990/CYTotalFundraisingExpenseAmt0327088
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01670523
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Preschool for ALL - Children ages 3-5 participate in high quality preschool programs located in three district elementary school sites. With 64% of District students coming from socio-economically disadvantaged backgrounds, preschool is a luxury that is not afforded by all, but the benefits of preschool are universally acknowledged. By allowing students to experience an educational setting prior to entering kindergarten, preschool sets students up for success through early exposure to organized play, academic language, math concepts and social emotional support. As kindergarten standards and expectations have increased over the years, preschool has become critical to students future success.Summer Literacy Academy - Reading proficiently by the end of third grade is a priority focus area for SVUSD. Up to third grade, students generally learn to read; after third grade, they read to learn. The Summer Literacy Academy supports this crucial indicator of future school success by providing an intensive summer literacy intervention program for students in grades K-3 who are below grade level and at risk of falling farther behind. For 20 days, students meet in small group lessons and receive concentrated reading intervention using evidence-based curriculum and a variety of texts including poetry, chapter books, songs and picture books. Freshmen Team - Freshmen Teams are designed to ease the transition to high school, improve attendance, decrease discipline incidents, increase academic success, and increase student engagement and satisfaction. This is accomplished by providing a common prep period for Freshmen Team teachers to collaborate, plan engaging activities and field trips, and organize intervention and support for struggling students. Students are placed on one of three teams with the intention that students have the same teachers for English, Math, Science and PE. School year activities for Freshmen include: Freshmen Seminar, parent conference nights, relevant field trips, monthly newsletters to freshmen families, academic intervention and college and career awareness activities.Engineering, Design and Technology Academy (EDT Academy)- Sonoma Valley High Schools Engineering, Design & Technology (EDT) Academy, certified by the National Academy Foundation, provides the opportunity for students to engage in small learning groups and problem-solving exercises within the framework of a career-related field. Students complete a rigorous, nationally-acclaimed engineering curriculum while gaining exposure to industry professionals and applying their coursework in real-life situations through guest speakers, work-site tours, job shadows, internships and other work-based learning activities. EDT Students work in a state-of-the-art maker lab outfitted with industry-standard equipment, allowing students to become skilled in the use of 3D printers, laser cutters, 3D carvers and associated software programs.Middle School Writing Centers - Inspired by 826 Valencia in San Francisco, the Writing Centers at Adele Harrison and Altimira Middle School provide a place for students to develop their technical and creative writing skills. Students learn writing strategies, academic language and receive help in planning, drafting, and revising writing assignments and projects. Small group work allows teachers and coaches to give more individualized support to students, sparking their imagination and increasing their writing skills and capacity. The year culminates in the publication of an anthology for each school including a variety of student work.Valley Vibes Orchestra(ViVO)- An El Sistema Based Orchestra Program - The Valley Vibes Youth Orchestra (ViVO) provides students with the opportunity to participate in an El Sistema based youth-development orchestral music program with a mission to change lives through music. Students receive intense daily after-school music instruction, developing not only music mastery but also cognitive and social-emotion
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0298550
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt098093
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01049214
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05680
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05900
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt074115
IRS990/FeesForServicesOtherGrp/TotalAmt085695
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Mary Favaro
IRS990/Form990PartVIISectionAGrp/PersonNm1Tim Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm2Salvadore Chavez
IRS990/Form990PartVIISectionAGrp/PersonNm3Joanne Green
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Mance
IRS990/Form990PartVIISectionAGrp/PersonNm5Katherine Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm6Tom Angstadt
IRS990/Form990PartVIISectionAGrp/PersonNm7Sarah Leffert
IRS990/Form990PartVIISectionAGrp/PersonNm8Stacie Elkhoury
IRS990/Form990PartVIISectionAGrp/PersonNm9Nancy Mulligan Atkinson
IRS990/Form990PartVIISectionAGrp/PersonNm10Kinh O'Brien
IRS990/Form990PartVIISectionAGrp/PersonNm11Stephen Sorkin
IRS990/Form990PartVIISectionAGrp/PersonNm12Richard Henley
IRS990/Form990PartVIISectionAGrp/PersonNm13Graham Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0118328
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Chair
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0861669
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0861669
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01670523
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt076505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076505
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0278597
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0354338
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Sonoma Valley Education Foundation (SVEF) enriches the student experience, partnering with the Sonoma Valley Unified School District (SVUSD), as the primary fundraising and volunteer resource for innovative programs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0692985
IRS990/NetAssetsOrFundBalancesEOYAmt0865291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0394435
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0767198
IRS990/NoncashContributionsAmt024530
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt039014
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011676
IRS990/OfficeExpensesGrp/ProgramServicesAmt074048
IRS990/OfficeExpensesGrp/TotalAmt0124738
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0782
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02969
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0302
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04053
IRS990/OtherExpensesGrp/Desc0Other Expenses
IRS990/OtherExpensesGrp/Desc1Event Supplies
IRS990/OtherExpensesGrp/Desc2Program Supplies
IRS990/OtherExpensesGrp/Desc3Merchant fees
IRS990/OtherExpensesGrp/FundraisingAmt050512
IRS990/OtherExpensesGrp/FundraisingAmt119551
IRS990/OtherExpensesGrp/FundraisingAmt26869
IRS990/OtherExpensesGrp/FundraisingAmt35633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03883
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117
IRS990/OtherExpensesGrp/TotalAmt054395
IRS990/OtherExpensesGrp/TotalAmt119551
IRS990/OtherExpensesGrp/TotalAmt26869
IRS990/OtherExpensesGrp/TotalAmt35650
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt096581
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056074
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019801
IRS990/OtherSalariesAndWagesGrp/TotalAmt0172456
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt016581
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02465
IRS990/PayrollTaxesGrp/ProgramServicesAmt05097
IRS990/PayrollTaxesGrp/TotalAmt024143
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018989
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02431
IRS990/PrincipalOfficerNm0Angela Ryan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01761329
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01134189
IRS990/PYInvestmentIncomeAmt013144
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0232864
IRS990/PYRevenuesLessExpensesAmt068495
IRS990/PYSalariesCompEmpBnftPaidAmt0338925
IRS990/PYTotalExpensesAmt01705978
IRS990/PYTotalRevenueAmt01774473
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0172306
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0496239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01594018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01440710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01450436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01611268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01658365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07754797
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt078000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt076505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023803
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141679
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98220
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt07832797
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01609618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01456310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01466036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01626868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01673965
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07832797
IRS990ScheduleA/TotalSupportAmt07974476
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04422
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0278597
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0354338
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt080163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0268333
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0278597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014357
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0261781

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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