Form 990 for tax year 2023
Filed by SAN RAMON VALLEY EDUCATION FOUNDATION.
Totals
- Total revenue
- $357,801
- Total expenses
- $378,608
- Contributions and grants received
- $357,721
- Grants paid
- $374,671
- Program service revenue
- $0
- Investment income
- $80
- Other revenue
- $0
- Total assets, end of year
- $120,213
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $120,213
- Program services expenses (Part IX)
- $374,671
- Management and general expenses
- $3,937
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $374,671
Program services were 99.0% 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
$357,721
-
3 · Investment income
total $80 · excluded $80
-
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 $374,671 · program services $374,671
-
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 $1,349 · management and general $1,349
-
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 $0
-
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 $218 · management and general $218
-
24a · Other expenses: Direct Lobbying Expense
total $999 · management and general $999
-
24b · Other expenses: Awards & Recognition
total $714 · management and general $714
-
24c · Other expenses: Registry of Charitable Trusts
total $100 · management and general $100
-
24d · Other expenses: Bank Fees
total $7 · management and general $7
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $29,642 · end of year $62,751
-
2 · Savings and temporary cash investments
beginning of year $111,392 · end of year $57,462
-
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 $0
-
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 $0
-
27 · Net assets without donor restrictions
beginning of year $141,034 · end of year $120,213
Mission and programs · 2023
Mission
IHMSEF IS A NON-PROFIT ORGANIZATION DEDICATED TO RAISING FUNDS AND DETERMINING THE MOST EFFECTIVE USE OF THOSE FUNDS TO HELP MAINTAIN AND ENHANCE THE QUALITY OF EDUCATION AT IRON HORSE MIDDLE SCHOOL. THIS IS ACCOMPLISHED THROUGH THE COLLABORATION OF PARENTS, EDUCATORS, THE SCHOOL'S SITE COUNCIL, THE SCHOOL'S PTA, AND THE COMMUNITY.
-
GRANT FUNDS DONATED BY PARENTS FOR SCHOOL SUPPORT TO IRON HORSE MIDDLE SCHOOL
Expenses $191,290 · Grants $191,290
-
GRANT TO SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT TO PURCHASE ADDITIONAL CLASS SECTIONS IN ORDER TO REDUCE AVERAGE CLASS SIZE
Expenses $173,381 · Grants $173,381
-
GRANTS PAID TO IRON HORSE MIDDLE SCHOOL FOR TEACHER GRANTS
Expenses $10,000 · Grants $10,000
As filed on the 2023 return.
Listed in Part VII
-
Marta Wicke
President
- Total calculated
- $0
- Hours/week
- 2
-
Vivek Devarajan
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Lanelle Bold
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Westmoreland
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Adam Crawford
FINCL SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Lauren MaggardLAUREN MAGGARD
FINCL SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Marissa NorrisMARISSA NORRIS
PRINCIPAL
- Total calculated
- $0
- Hours/week
- 2
-
Kyle SprickmanKYLE SPRICKMAN
TEACHER REP
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia Continillo
Auditor
- 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
-
IHMS
$191,290
School Support
-
SRVUSD
$173,381
Class Size Reduction
-
IHMS
$10,000
Teacher Grants
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423039349301832
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