Form 990 for tax year 2024
Filed by SONOMA VALLEY EDUCATION FOUNDATION.
Totals
- Total revenue
- $1,091,245
- Total expenses
- $1,116,427
- Contributions and grants received
- $996,366
- Grants paid
- $661,997
- Program service revenue
- $0
- Investment income
- $94,879
- Other revenue
- $0
- Total assets, end of year
- $2,970,754
- Total liabilities, end of year
- $14,553
- Net assets or fund balances, end of year
- $2,956,201
- Program services expenses (Part IX)
- $727,225
- Management and general expenses
- $172,436
- Fundraising expenses
- $216,766
- Program service expenses (Part III)
- $727,225
Program services were 65.1% 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
-$18,751
-
1f · All other contributions, gifts and grants
$1,015,117
-
1g · Noncash contributions included above
$30,694
-
3 · Investment income
total $94,879 · unrelated business $0 · excluded $94,879
-
8a · Fundraising events: gross income
$76,619
-
8a · Fundraising events: contributions included on line 1c
-$18,751
-
8b · Fundraising events: direct expenses
$76,619
-
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 $661,997 · program services $661,997
-
5 · Compensation of officers, directors and key employees
total $100,000 · program services $21,684 · management and general $29,497 · fundraising $48,819
-
7 · Other salaries and wages
total $163,700 · program services $35,498 · management and general $48,284 · fundraising $79,918
-
9 · Other employee benefits
total $4,516 · program services $979 · management and general $1,332 · fundraising $2,205
-
10 · Payroll taxes
total $21,061 · program services $4,567 · management and general $6,212 · fundraising $10,282
-
11c · Fees: accounting
total $28,936 · program services $1,950 · management and general $23,164 · fundraising $3,822
-
11g · Fees: other
total $8,162 · program services $550 · management and general $6,534 · fundraising $1,078
-
12 · Advertising and promotion
total $13,144 · program services $0 · management and general $116 · fundraising $13,028
-
16 · Occupancy
total $2,472 · program services $0 · management and general $0 · fundraising $2,472
-
17 · Travel
total $1,780 · program services $0 · management and general $1,088 · fundraising $692
-
23 · Insurance
total $6,545 · program services $0 · management and general $4,955 · fundraising $1,590
-
24a · Other expenses: Merchant Fees
total $1,856 · program services $0 · management and general $588 · fundraising $1,268
-
24b · Other expenses: Event Expenses
total $7,778 · program services $0 · management and general $469 · fundraising $7,309
-
24c · Other expenses: Professional Development
total $8,230 · program services $0 · management and general $7,524 · fundraising $706
-
24d · Other expenses: Program Supplies
total $82,344 · program services $0 · management and general $39,518 · fundraising $42,826
-
24e · All other expenses
total $3,906 · program services $0 · management and general $3,155 · fundraising $751
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,472,056 · end of year $329,895
-
2 · Savings and temporary cash investments
beginning of year $199,878 · end of year $2,319,809
-
9 · Prepaid expenses and deferred charges
beginning of year $43,535 · end of year $11,751
-
12 · Investments: other securities
beginning of year $280,725 · end of year $309,299
-
17 · Accounts payable and accrued expenses
beginning of year $14,811 · end of year $14,553
-
27 · Net assets without donor restrictions
beginning of year $604,988 · end of year $635,552
-
28 · Net assets with donor restrictions
beginning of year $2,376,395 · end of year $2,320,649
Mission and programs · 2024
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.
-
See Note
Expenses $727,225 · Grants $661,997
As filed on the 2024 return.
Listed in Part VII
-
Sherry Preiss
Board Chair
- Total calculated
- $0
- Hours/week
- 4
-
Daniela Bravo
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Mulligan Atkinson
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Martin Cohn
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Joanne Green
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mariah Hanson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Geeta Malik
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maricarmen Reyes
Director
- Total calculated
- $0
- Hours/week
- 1
-
Valentina Kimily Jones Kim
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hugo Mendoza
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kalpi Kadaba
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maria Hamel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Swanson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Carroll
Executive Director
- Total calculated
- $100,000
- From this org
- $100,000
- 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
-
Sonoma Valley Family Therapy
$154,580
Therapy and Counseling
-
Boys and Girls Club of Sonoma Valley
$100,805
Empowerment Academy after school program
-
Sonoma Valley Unified School District
$68,877
Prof development, Therapy, Field trips, Media Arts (or School District Support)
-
$60,000
Teen Support
-
Elevate Math summer program
-
$30,000
After school music program
-
$25,000
Classroom Grants
-
Sonoma Valley High School
$18,629
School support
-
$10,000
After school dance program
-
$6,333
Empowerment Academy after school program
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202610449349301406
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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