Civic Intelligence

Sonoma Valley Education Foundation

990 • Fiscal year 2025 • EIN 68-0279152

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 09, 2025

Organization Profilewww.svgreatschools.org

View Organization Page

PO Box 493Sonoma, CA 95476-0493

(707) 935-9566

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

31st percentile

-2.3%

Higher net margin than 31% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$100,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,970,754

Down $25,440 (-0.8%) from 2024

Net Assets

Down

$2,956,201

Down $25,182 (-0.8%) from 2024

Liabilities

Down

$14,553

Down $258 (-1.7%) from 2024

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin31st percentile

Revenue

Down

$1,091,245

Down $2,294,698 (-68%) from 2024

Expenses

Down

$1,116,427

Down $38,223 (-3.3%) from 2024

Net Income

Down

-$25,182

Down $2,256,475 (-101%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2025

Assets$2,970,754
Liabilities$14,553
Net Assets$2,956,201
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

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

2025

Revenue$1,091,245
Expenses$1,116,427
Net Income-$25,182
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 9, 2025
Return Version
2024v5.2
Gross Receipts
$1,167,864
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$199,878$2,319,809▲ $2,119,931
Cash and Non-Interest-Bearing Accounts$2,472,056$329,895▼ $2,142,161
Investments Other Securities$280,725$309,299▲ $28,574
Prepaid Expenses and Deferred Charges$43,535$11,751▼ $31,784
Total Assets$2,996,194$2,970,754▼ $25,440
Liabilities
Accounts Payable and Accrued Expenses$14,811$14,553▼ $258
Total Liabilities$14,811$14,553▼ $258
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,376,395$2,320,649▼ $55,746
Net Assets Without Donor Restrictions$604,988$635,552▲ $30,564
Total Net Assets Fund Balance$2,981,383$2,956,201▼ $25,182
Total Liabilities and Net Assets / Fund Balance$2,996,194$2,970,754▼ $25,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$309,299--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$280,725-▲ $28,574-$309,299
2023$250,457-▲ $30,268-$280,725
2022$228,430-▲ $22,027-$250,457
2021$354,338-▼ $41,018-$228,430
2020$278,597-▲ $80,163-$354,338
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sarah CarrollExecutive DirectorFT$100,000$100,000

Board Members and Trustees

NameTitle
Sherry PreissBoard Chair
Daniela BravoVice Chair
Geeta MalikDirector
Hugo MendozaDirector
Joanne GreenDirector
Kalpi KadabaDirector
Maria HamelDirector
Mariah HansonDirector
Maricarmen ReyesDirector
Valentina Kimily Jones KimDirector
Wendy SwansonDirector
Martin CohnSecretary
Nancy Mulligan AtkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$996,366
Program Service Revenue
$0
Investment Income
$94,879
Other Revenue
$0
All Other Contributions
$1,015,117
Change in Net Assets
$-25,182

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Commercial1$15,600
Other Non Cash Contri Table10$15,094
Total Noncash Contributions11$30,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,091,245
Total Revenue per Audited Statements
$1,091,245
Total Revenue per Form 990
$1,091,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$661,997
Salaries, Compensation, and Employee Benefits$289,277
Total Fundraising Expense$216,766
Other Expenses$165,153
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$661,997--$661,997
Other Salaries and Wages$35,498$48,284$79,918$163,700
Current Officers, Directors, Trustees, and Key Employees$21,684$29,497$48,819$100,000
Other Expenses$0$39,518$42,826$82,344
Fees for Services Accounting$1,950$23,164$3,822$28,936
Payroll Taxes$4,567$6,212$10,282$21,061
Advertising$0$116$13,028$13,144
Fees for Services Other$550$6,534$1,078$8,162
Insurance$0$4,955$1,590$6,545
Other Employee Benefits$979$1,332$2,205$4,516
All Other Expenses$0$3,155$751$3,906
Occupancy$0$0$2,472$2,472
Travel$0$1,088$692$1,780
Total Functional Expenses$727,225$172,436$216,766$1,116,427

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,116,427
Total Expenses per Audited Statements$1,116,427
Total Expenses per Form 990$1,116,427
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma Valley Family TherapySonoma, CA-Therapy and Counseling$154,580
Boys and Girls Club of Sonoma ValleySonoma, CA-Empowerment Academy after school program$100,805
Sonoma Valley Unified School DistrictSonoma, CA-Prof development, Therapy, Field trips, Media Arts (or School District Support)$68,877
Awakening WisdomNapa, CA-Teen Support$60,000
Silicon Valley Education FoundationSan Jose, CA-Elevate Math summer program$43,000
VIVO Youth OrchestrasSonoma, CA-After school music program$30,000
Donors ChooseNew York, NY-Classroom Grants$25,000
Sonoma Valley High SchoolSonoma, CA-School support$18,629
Grupo Folklrico QuetzalnSonoma, CA-After school dance program$10,000
Sonoma Valley MentoringSonoma, CA-Empowerment Academy after school program$6,333
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$76,619
Fundraising Gross Income$76,619
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Sonoma Valley Education Foundation
EIN
68-0279152
Phone
7079359566
Address
PO Box 493, Sonoma, CA 95476-0493

Signing Officer

Name
Sarah Carroll
Title
Executive Director
Phone
7079359566
Signed
2025-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
30

Preparer

Firm
Hiep Pham CPA Inc
Address
41041 Trimboli Way 1926, Fremont, CA 94538
Preparer
Hiep Pham
Phone
5107897736
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

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

Pt VI, Line 12C

“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.”

Pt VI, Line 15A

“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.”

Pt VI, Line 15B

“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.”

Pt VI, Line 19

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

Financial Statement Notes

Pt X, Line 2

“The Foundation is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Foundation is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Foundation has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. The 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-thannot be sustained upon examination by taxing authorities. The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The 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 the Foundations financial condition, results of operations, or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions. The 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 581 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/BOYAmt014811
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014553
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.
IRS990/AdvertisingGrp/FundraisingAmt013028
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0116
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt013144
IRS990/AllOtherContributionsAmt01015117
IRS990/AllOtherExpensesGrp/FundraisingAmt0751
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03155
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt03906
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Sarah Carroll
IRS990/BooksInCareOfDetail/PhoneNum07079359566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017878 Railroad Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sonoma
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095476
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02472056
IRS990/CashNonInterestBearingGrp/EOYAmt0329895
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt048819
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt029497
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021684
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0100000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0-18751
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0996366
IRS990/CYGrantsAndSimilarPaidAmt0661997
IRS990/CYInvestmentIncomeAmt094879
IRS990/CYOtherExpensesAmt0165153
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25182
IRS990/CYSalariesCompEmpBnftPaidAmt0289277
IRS990/CYTotalExpensesAmt01116427
IRS990/CYTotalFundraisingExpenseAmt0216766
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01091245
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0See Note
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02376395
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02320649
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0727225
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03822
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023164
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01950
IRS990/FeesForServicesAccountingGrp/TotalAmt028936
IRS990/FeesForServicesOtherGrp/FundraisingAmt01078
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06534
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0550
IRS990/FeesForServicesOtherGrp/TotalAmt08162
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0Sherry Preiss
IRS990/Form990PartVIISectionAGrp/PersonNm1Daniela Bravo
IRS990/Form990PartVIISectionAGrp/PersonNm2Nancy Mulligan Atkinson
IRS990/Form990PartVIISectionAGrp/PersonNm3Martin Cohn
IRS990/Form990PartVIISectionAGrp/PersonNm4Joanne Green
IRS990/Form990PartVIISectionAGrp/PersonNm5Mariah Hanson
IRS990/Form990PartVIISectionAGrp/PersonNm6Geeta Malik
IRS990/Form990PartVIISectionAGrp/PersonNm7Maricarmen Reyes
IRS990/Form990PartVIISectionAGrp/PersonNm8Valentina Kimily Jones Kim
IRS990/Form990PartVIISectionAGrp/PersonNm9Hugo Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm10Kalpi Kadaba
IRS990/Form990PartVIISectionAGrp/PersonNm11Maria Hamel
IRS990/Form990PartVIISectionAGrp/PersonNm12Wendy Swanson
IRS990/Form990PartVIISectionAGrp/PersonNm13Sarah Carroll
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt13100000
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/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0-18751
IRS990/FundraisingDirectExpensesAmt076619
IRS990/FundraisingGrossIncomeAmt076619
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0661997
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0661997
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0661997
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01167864
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01590
IRS990/InsuranceGrp/ManagementAndGeneralAmt04955
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt06545
IRS990/InvestmentIncomeGrp/ExclusionAmt094879
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094879
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0280725
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0309299
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02981383
IRS990/NetAssetsOrFundBalancesEOYAmt02956201
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0604988
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0635552
IRS990/NoncashContributionsAmt030694
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02472
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt02472
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02205
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01332
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0979
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04516
IRS990/OtherExpensesGrp/Desc0Merchant Fees
IRS990/OtherExpensesGrp/Desc1Event Expenses
IRS990/OtherExpensesGrp/Desc2Professional Development
IRS990/OtherExpensesGrp/Desc3Program Supplies
IRS990/OtherExpensesGrp/FundraisingAmt01268
IRS990/OtherExpensesGrp/FundraisingAmt17309
IRS990/OtherExpensesGrp/FundraisingAmt2706
IRS990/OtherExpensesGrp/FundraisingAmt342826
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0588
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1469
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27524
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt339518
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01856
IRS990/OtherExpensesGrp/TotalAmt17778
IRS990/OtherExpensesGrp/TotalAmt28230
IRS990/OtherExpensesGrp/TotalAmt382344
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt079918
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt048284
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt035498
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163700
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010282
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06212
IRS990/PayrollTaxesGrp/ProgramServicesAmt04567
IRS990/PayrollTaxesGrp/TotalAmt021061
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043535
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011751
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Sarah Carroll
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03352939
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0618861
IRS990/PYInvestmentIncomeAmt033004
IRS990/PYOtherExpensesAmt0220219
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02231293
IRS990/PYSalariesCompEmpBnftPaidAmt0315570
IRS990/PYTotalExpensesAmt01154650
IRS990/PYTotalRevenueAmt03385943
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-25182
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0199878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02319809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0980766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03352939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01163799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01368480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01594018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08460002
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt015600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt062400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt094879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-46498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt076505
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0180663
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97920
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt08522402
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0996366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03368539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01179399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01368480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01609618
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08522402
IRS990ScheduleA/TotalSupportAmt08703065
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/BeginningYearBalanceAmt0280725
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0309299
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0250457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0280725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0228430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0250457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022027
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0354338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0228430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt080000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-41018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0278597
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0354338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080163
IRS990ScheduleD/ExpensesSubtotalAmt01116427
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0309299
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pooled Investment Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt01091245
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Foundation is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Foundation has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. The 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-thannot be sustained upon examination by taxing authorities. The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The 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 the Foundations financial condition, results of operations, or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueSecuritiesAmt0309299
IRS990ScheduleD/TotalExpensesPerForm990Amt01116427
IRS990ScheduleD/TotalRevenuePerForm990Amt01091245
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01091245
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01116427
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt068877
IRS990ScheduleI/RecipientTable/CashGrantAmt1100805
IRS990ScheduleI/RecipientTable/CashGrantAmt225000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,970,754
Liabilities
$14,553
Net assets
$2,956,201
Revenue
$1,091,245
Expenses
$1,116,427
Net income
-$25,182
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