Form 990 for tax year 2023
Filed by SAN RAMON VALLEY EDUCATION FOUNDATION.
Totals
- Total revenue
- $240,481
- Total expenses
- $213,005
- Contributions and grants received
- $240,459
- Grants paid
- $204,720
- Program service revenue
- $0
- Investment income
- $22
- Other revenue
- $0
- Total assets, end of year
- $190,649
- Total liabilities, end of year
- $10,363
- Net assets or fund balances, end of year
- $180,286
- Program services expenses (Part IX)
- $206,719
- Management and general expenses
- $3,759
- Fundraising expenses
- $2,527
- Program service expenses (Part III)
- $206,719
Program services were 97.0% 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
$240,459
-
3 · Investment income
total $22 · excluded $22
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $204,720 · program services $204,720
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $920 · management and general $920
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $715 · management and general $715
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $550 · management and general $550
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $440 · management and general $440
-
24a · Other expenses: Other Fundraising Expenses
total $2,527 · fundraising $2,527
-
24b · Other expenses: Library Fund
total $1,999 · program services $1,999
-
24c · Other expenses: Direct Lobbying Expense
total $999 · management and general $999
-
24d · Other expenses: Taxes & Licenses
total $100 · management and general $100
-
24e · All other expenses
total $35 · management and general $35
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $200,315 · end of year $30,144
-
2 · Savings and temporary cash investments
beginning of year $4,447 · end of year $154,469
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $6,035
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $1
-
19 · Deferred revenue
beginning of year $51,952 · end of year $10,363
-
27 · Net assets without donor restrictions
beginning of year $152,810 · end of year $180,286
Mission and programs · 2023
Mission
SVEF works closely with the school's principal, teachers, staff and the supportive parent community to generate funding to keep our valuable programs such as Class Size Reduction (CSR) up and running. SVEF works in partnership with the PTA to enhance our studentsb
Activities or mission (Part I)
Stone Valley Middle School Education Fund is a non-profit entity dedicated to raising funds, through the collaboration of parents, educators and the community, to maintain and enhance the quality of education and the environment for every student at Stone Valley Middle School.
-
Stone Valley Education Fund (SVEF) raises funds from parents (along with some matching corporate funds) and remits payments to the San Ramon Valley Unified School District in order to "purchase" class sections from the school district. This enables SVEF to enhance the learning experience for students by providing smaller class sizes for certain core and grade level curriculum.
Expenses $206,719 · Grants $204,720
-
Monies raised by the SVEF fundraising events and E-Fundraising go to provide computers & software for the Stone Valley Middle School tech lab, new books for the library, school curriculum, supplies & lease payments for the school's copy machine and classroom funds.
-
The SVEF supports several activities outside of regular school hours for student and/or parent participation and for the promotion of school unity. Such activities include Fall Event, Spring Event, Fitness Challenge, and other events.
As filed on the 2023 return.
Listed in Part VII
-
Brian Coburn
President
- Total calculated
- $0
- Hours/week
- 2
-
Will Gamarra
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Liz Yuan
Corp Matching
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Mann
Fin'l Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Jessica O'Mahony
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Cori Phillips
Fundraising Co
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Weinstein
Parliamentarian
- Total calculated
- $0
- Hours/week
- 0.5
-
Christine Brashear
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Justin White
Principal
- Total calculated
- $0
- Hours/week
- 0.5
-
Irma Volenec
Teacher Rep
- Total calculated
- $0
- Hours/week
- 0.5
-
Christine Williams
SRVEF Liaison
- Total calculated
- $0
- Hours/week
- 0.5
-
Tracy Garza
Fundraising Co
- Total calculated
- $0
- Hours/week
- 1
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
-
SRV Unified School Dis
$172,720
Class Size Reduction
-
Stone Valley Middle School
$32,000
Outdoor furniture contribution
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423119349304352
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