Civic Intelligence

San Ramon Valley Education Foundation

990EZ • Fiscal year 2021 • EIN 90-0865223

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 05, 2021

13000 Broadmoor DriveSan Ramon, CA 94583

(925) 803-7450

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

51st percentile

9.2%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Up

$68,339

Up $8,520 (+14%) from 2020

Net Assets

Up

$68,339

Up $8,520 (+14%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$92,387

Down $110,297 (-54%) from 2020

Expenses

Down

$83,867

Down $112,383 (-57%) from 2020

Net Income

Up

$8,520

Up $2,086 (+32%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $13,404Net Assets 2013: $13,4042013Assets 2014: $19,269Liabilities 2014: $0Net Assets 2014: $19,2692014Assets 2015: $21,431Liabilities 2015: $0Net Assets 2015: $21,4312015Assets 2016: $22,554Liabilities 2016: $0Net Assets 2016: $22,5542016Assets 2017: $37,371Liabilities 2017: $0Net Assets 2017: $37,3712017Assets 2018: $87,858Liabilities 2018: $0Net Assets 2018: $87,8582018Assets 2019: $53,385Liabilities 2019: $0Net Assets 2019: $53,3852019Assets 2020: $59,819Liabilities 2020: $0Net Assets 2020: $59,8192020Assets 2021: $68,339Net Assets 2021: $68,3392021Assets 2022: $133,272Net Assets 2022: $133,2722022Assets 2023: $163,796Net Assets 2023: $163,7962023Assets 2024: $164,349Net Assets 2024: $164,3492024Assets 2025: $168,471Net Assets 2025: $168,4712025

Highlighted filing

2021

Assets$68,339
Liabilities-
Net Assets$68,339

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $72,132Expenses 2013: $58,728Net Income 2013: $13,4042013Revenue 2014: $285,477Expenses 2014: $279,612Net Income 2014: $5,8652014Revenue 2015: $266,187Expenses 2015: $264,025Net Income 2015: $2,1622015Revenue 2016: $156,704Expenses 2016: $155,581Net Income 2016: $1,1232016Revenue 2017: $202,297Expenses 2017: $187,589Net Income 2017: $14,7082017Revenue 2018: $179,997Expenses 2018: $129,510Net Income 2018: $50,4872018Revenue 2019: $167,442Expenses 2019: $201,915Net Income 2019: -$34,4732019Revenue 2020: $202,684Expenses 2020: $196,250Net Income 2020: $6,4342020Revenue 2021: $92,387Expenses 2021: $83,867Net Income 2021: $8,5202021Revenue 2022: $120,751Expenses 2022: $55,818Net Income 2022: $64,9332022Revenue 2023: $129,703Expenses 2023: $99,179Net Income 2023: $30,5242023Revenue 2024: $120,399Expenses 2024: $119,846Net Income 2024: $5532024Revenue 2025: $112,112Expenses 2025: $107,990Net Income 2025: $4,1222025

Highlighted filing

2021

Revenue$92,387
Expenses$83,867
Net Income$8,520
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 5, 2021
Return Version
2020v4.0
Gross Receipts
$122,269
Mission and Program Overview

Mission

The primary purpose of the organization is to raise funds to help maintain and enhance the quality of education at Montevideo Elementary School through the collaboration of parents, educators, the school's Site Council, and the community.

Program Services

DescriptionGrantsExpenses
Funds were provided to San Ramon Valley Unified School District to support salaries for various programs and support staff due to differences between state funding and need.$80,614$80,614
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie FairbanksPresident-$0--
Tiffany TaylorMarketing/Comm-$0--
Kevin MagnaSecretary-$0--
Jaclyn O'KeefeTreasurer-$0--
Arlene ThompsonMember-$0--
Asha ViswanathanPta Rep-$0--
Gavin ThompsonVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$54,941-$26,826-
Auction Gala$5,780$2,929$3,056$-127
Total Events$60,721$2,929$29,882$-26,953
Filing and Contact Details

Filer

Filer Name
Montevideo Education Foundation
EIN
90-0865223
Phone
9258037450
Address
13000 Broadmoor Drive, San Ramon, CA 94583

Signing Officer

Name
Jaclyn O'Keefe
Title
Treasurer
Signed
2021-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Terri T Crinnion CPA
Address
9481 Thunderbird Place, San Ramon, CA 94583
Preparer
Terri T Crinnion
Phone
9258285309
Supplemental Narrative

Additional Explanations

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

| Donee's Name: San Ramon Valley Unified School District | Donee's Address: 699 Old Orchard Danville CA 94526 | Relationship of Donee: none | Cash Amount Given: $80614

Other Expenses.1012

Insurance $812

Other Expenses.1

Bank Charges $1616

Other Expenses.2

Tax Preparation $775

Other Expenses.3

Registry of Charitable Trusts $50

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03253
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The primary purpose of the organization is to raise funds to help maintain and enhance the quality of education at Montevideo Elementary School through the collaboration of parents, educators, the school's Site Council, and the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funds were provided to San Ramon Valley Unified School District to support salaries for various programs and support staff due to differences between state funding and need.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: San Ramon Valley Unified School District | Donee's Address: 699 Old Orchard Danville CA 94526 | Relationship of Donee: none | Cash Amount Given: $80614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges $1616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax Preparation $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Registry of Charitable Trusts $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jaclyn O'Keefe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montevideo Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0900865223
ReturnHeader/Filer/PhoneNum09258037450
ReturnHeader/Filer/USAddress/AddressLine1Txt013000 Broadmoor Drive
ReturnHeader/Filer/USAddress/CityNm0San Ramon
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205749730
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri T Crinnion
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ReturnHeader/ReturnTs02021-10-05T08:45:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jaclyn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OKeefe
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings