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Nonprofiteer
← SONOMA VALLEY EDUCATION FOUNDATION

Form 990 for tax year 2022

Filed by SONOMA VALLEY EDUCATION FOUNDATION.

Totals

Total revenue
$1,186,572
Total expenses
$1,004,103
Contributions and grants received
$1,163,799
Grants paid
$424,098
Program service revenue
$0
Investment income
$22,773
Other revenue
$0
Total assets, end of year
$782,979
Total liabilities, end of year
$32,889
Net assets or fund balances, end of year
$750,090
Program services expenses (Part IX)
$648,030
Management and general expenses
$148,271
Fundraising expenses
$207,802
Program service expenses (Part III)
$648,030

Program services were 64.5% 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.

  • 1c · Fundraising events

    $81,084

  • 1f · All other contributions, gifts and grants

    $1,082,715

  • 1g · Noncash contributions included above

    $69,927

  • 3 · Investment income

    total $22,773 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $123,199

  • 8a · Fundraising events: contributions included on line 1c

    $81,084

  • 8b · Fundraising events: direct expenses

    $123,199

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $424,098 · program services $424,098

  • 5 · Compensation of officers, directors and key employees

    total $119,166 · program services $59,583 · management and general $35,750 · fundraising $23,833

  • 7 · Other salaries and wages

    total $175,754 · program services $40,921 · management and general $49,462 · fundraising $85,371

  • 9 · Other employee benefits

    total $5,525 · program services $1,883 · management and general $1,596 · fundraising $2,046

  • 10 · Payroll taxes

    total $22,751 · program services $7,753 · management and general $6,574 · fundraising $8,424

  • 11c · Fees: accounting

    total $23,403 · program services $0 · management and general $23,403 · fundraising $0

  • 11g · Fees: other

    total $84,681 · program services $52,238 · management and general $778 · fundraising $31,665

  • 12 · Advertising and promotion

    total $3,314 · program services $0 · management and general $0 · fundraising $3,314

  • 13 · Office expenses

    total $118,814 · program services $61,264 · management and general $23,641 · fundraising $33,909

  • 16 · Occupancy

    total $1,167 · program services $0 · management and general $794 · fundraising $373

  • 17 · Travel

    total $9,059 · program services $290 · management and general $968 · fundraising $7,801

  • 23 · Insurance

    total $4,793 · program services $0 · management and general $3,203 · fundraising $1,590

  • 24a · Other expenses: Merchant Fees

    total $2,504 · program services $0 · management and general $756 · fundraising $1,748

  • 24b · Other expenses: Event Expenses

    total $664 · program services $0 · management and general $321 · fundraising $343

  • 24c · Other expenses: Professional Development

    total $7,362 · program services $0 · management and general $773 · fundraising $6,589

  • 24d · Other expenses: Program Supplies

    total $575 · program services $0 · management and general $33 · fundraising $542

  • 24e · All other expenses

    total $473 · program services $0 · management and general $219 · fundraising $254

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $231,952 · end of year $279,499

  • 2 · Savings and temporary cash investments

    beginning of year $100,088 · end of year $197,141

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,095 · end of year $55,882

  • 12 · Investments: other securities

    beginning of year $228,430 · end of year $250,457

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,990 · end of year $22,569

  • 19 · Deferred revenue

    beginning of year $9,954 · end of year $10,320

  • 27 · Net assets without donor restrictions

    beginning of year $491,644 · end of year $673,348

  • 28 · Net assets with donor restrictions

    beginning of year $75,977 · end of year $76,742

Mission and programs · 2022

Mission

The Sonoma Valley Education Foundation exists to cultivate community support and raise funds to enable the potential of every student.

  • See Note

    Expenses $648,030 · Grants $424,098

As filed on the 2022 return.

Listed in Part VII

  • Graham Smith

    Board Chair

    Total calculated
    $0
    Hours/week
    4

  • Sherry Preiss

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Salma Khan Wornick

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Mark Mance

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Joanne Green

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mariah Hanson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Geeta Malik

    Director

    Total calculated
    $0
    Hours/week
    2

  • Nancy Mulligan Atkinson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Barbara Talbott

    Director

    Total calculated
    $0
    Hours/week
    2

  • Juan Torres

    Director

    Total calculated
    $0
    Hours/week
    2

  • Maricarmen Reyes

    Director

    Total calculated
    $0
    Hours/week
    2

  • Martin Cohn

    Director

    Total calculated
    $0
    Hours/week
    2

  • Daniela Dominguez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mary Favaro

    Director

    Total calculated
    $0
    Hours/week
    2

  • Sarah Leffert

    Director

    Total calculated
    $0
    Hours/week
    2

  • Stephen Sorkin

    Director

    Total calculated
    $0
    Hours/week
    2

  • Angela Ryan

    Executive Director

    Total calculated
    $119,166
    From this org
    $119,166
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2023
IRS schema version
2022v5.0
Source object
202400169349301840

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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