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Nonprofiteer
← NEW VISION SANTA ROSA FOUNDATION

Form 990 for tax year 2024

Filed by NEW VISION SANTA ROSA FOUNDATION.

Totals

Total revenue
$20,781
Total expenses
$42,164
Contributions and grants received
$3,500
Grants paid
$0
Program service revenue
$0
Investment income
$17,281
Other revenue
$0
Total assets, end of year
$2,530,451
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,530,451
Program services expenses (Part IX)
$12,500
Management and general expenses
$29,664
Fundraising expenses
$0
Program service expenses (Part III)
$12,500

Program services were 29.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,500

  • 3 · Investment income

    total $17,281 · excluded $17,281

Functional expenses

Part IX, the statement of functional expenses.

  • 23 · Insurance

    total $1,259 · management and general $1,259

  • 24a · Other expenses: ADMINISTRATIVE EXPENSE

    total $25,000 · management and general $25,000

  • 24b · Other expenses: ONE TIME EVENTS EXPENSE

    total $10,000 · program services $10,000

  • 24c · Other expenses: BANKING

    total $3,405 · management and general $3,405

  • 24d · Other expenses: SC HOUSING FUND EXPENSE

    total $2,500 · program services $2,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $102,029 · end of year $107,785

  • 2 · Savings and temporary cash investments

    beginning of year $1,807,670 · end of year $524,742

  • 3 · Pledges and grants receivable

    beginning of year $617,135 · end of year $1,897,924

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,765,767 · end of year $2,520,451

  • 28 · Net assets with donor restrictions

    beginning of year $786,067 · end of year $10,000

Mission and programs · 2024

Mission

THE PURPOSE OF THE ORGANIZATION IS TO ADVANCE THE EDUCATIONAL, SOCIOLOGICAL, ECONOMIC AND CULTURAL INTERESTS OF THE CITY OF SANTA ROSA, CALIFORNIA AND ITS SURROUNDING METROPOLITAN AREA.

Activities or mission (Part I)

TO PROVIDE SUPPORT AND INFRASTRUCTURE TO LOCAL GROUPS AND ORGANIZATIONS OTHERWISE NOT ABLE TO EXECUTE THEIR MISSION, PROVIDED THE MISSION ALIGNS WITH THAT OF NEW VISION FOUNDATION.

  • SONOMA COUNTY HOUSING FUND:THE SONOMA COUNTY HOUSING FUND (SCHF) IS A FORMAL PARTNERSHIP WITH HOUSING TRUST SILICON VALLEY (HTSV), ONE OF THE NATION'S LEADING NON-PROFIT LENDERS. THE SANTA ROSA METRO CHAMBER LEVERAGES ITS BUSINESS RELATIONSHIPS AND KNOWLEDGE OF LOCAL AFFORDABLE HOUSING DEVELOPMENT OPPORTUNITIES TO CREATE A LOCAL POOL OF FUNDS AND A PIPELINE OF PROJECTS. THROUGH THE PARTNERSHIP AGREEMENT, HTSV MATCHES LOCAL DOLLARS RAISED IN THE SCHF AND PROVIDES ALL THE LENDING SERVICES AND EXPERTISE IN FUNDING AFFORDABLE HOUSING PROJECTS. LOANS ARE FOCUSED ON PROVIDING FUNDS TO COVER ACQUISITION COSTS, PRE-DEVELOPMENT WORK, REHABILITATION, AND BRIDGE FINANCING.

    Expenses $12,500

  • MIKE HAUSER ACADEMY:OUR MIKE HAUSER ACADEMY CONVENES STUDENTS, BUSINESSES AND TEACHERS, EMPOWERING OUR FUTURE WORKFORCE TO BECOME LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. THE AWARD-WINNING MIKE HAUSER ACADEMY (MHA) IS A COUNTY-WIDE PROGRAM, IN PARTNERSHIP WITH HEALDSBURG, ROHNERT PARK, AND SEBASTOPOL CHAMBERS. THIS THREE-WEEK SUMMER SCHOOL PROGRAM PROVIDES INCOMING 9TH GRADE ENGLISH LANGUAGE LEARNER (ELL) STUDENTS, AND STUDENTS WHO COULD BENEFIT FROM EXTRA MATH AND SCIENCE SUPPORT, THE OPPORTUNITY TO VISIT STEM RELATED COMPANIES WHERE THEY INTERACT WITH ENGINEERS AND PROFESSIONALS TO OBSERVE DEMONSTRATIONS AND PARTICIPATE IN HANDS-ON ACTIVITIES TO SEE HOW CLASSROOM LESSONS APPLY TO STEM OCCUPATIONS AND OPERATIONS. MHA OFFERS STUDENTS A DIRECT LEARNING EXPERIENCE AND PRACTICAL APPLICATION FOR STEM CONCEPTS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lisa Wittke Schaffner

    BOARD CHAIR 2024

    Total calculated
    $0
    Hours/week
    0.25

  • Alicia Benson

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • Michelle Edwards Heery

    BOARD CHAIR ELECT

    Total calculated
    $0
    Hours/week
    0.25

  • Kellin Gilbert

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Ananda Sweet

    CEO - START 11/2024

    Total calculated
    $176,441
    From this org
    $0
    From related orgs
    $146,336
    Other
    $30,105
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,336 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,387 related
    Nontaxable benefits
    $0 + $20,718 related
    Filer's total
    $0 + $176,441 related

  • Peter Rumble

    CEO - END 8/2024

    Total calculated
    $206,735
    From this org
    $0
    From related orgs
    $187,750
    Other
    $18,985
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,750 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,572 related
    Nontaxable benefits
    $0 + $11,413 related
    Filer's total
    $0 + $206,735 related

  • Debbie Gesualdo

    CORPORATE SECRETARY

    Total calculated
    $123,817
    From this org
    $0
    From related orgs
    $110,711
    Other
    $13,106
    Hours/week
    2 + 38 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202542809349300719

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