Form 990 for tax year 2023
Filed by SAN RAMON VALLEY EDUCATION FOUNDATION.
Totals
- Total revenue
- $342,483
- Total expenses
- $233,533
- Contributions and grants received
- $436,951
- Grants paid
- $226,914
- Program service revenue
- $0
- Investment income
- $60
- Other revenue
- -$94,528
- Total assets, end of year
- $918,976
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $918,976
- Program services expenses (Part IX)
- $228,587
- Management and general expenses
- $4,946
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $228,587
Program services were 97.9% 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
$280,915
-
1f · All other contributions, gifts and grants
$156,036
-
1g · Noncash contributions included above
$67,318
-
3 · Investment income
total $60 · excluded $60
-
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
-
8a · Fundraising events: gross income
$69,356
-
8a · Fundraising events: contributions included on line 1c
$280,915
-
8b · Fundraising events: direct expenses
$163,884
-
8c · Net income from fundraising events
total -$94,528 · excluded -$94,528
-
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 $226,914 · program services $226,914
-
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 $1,565 · management and general $1,565
-
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 $1,660 · management and general $1,660
-
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 $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $290 · management and general $290
-
24a · Other expenses: Direct Lobbying Expense
total $999 · management and general $999
-
24b · Other expenses: Teacher Grants
total $912 · program services $912
-
24c · Other expenses: Awards & Recognition
total $718 · program services $718
-
24d · Other expenses: Postage and Shipping
total $302 · management and general $302
-
24e · All other expenses
total $173 · program services $43 · management and general $130
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $659,742 · end of year $768,632
-
2 · Savings and temporary cash investments
beginning of year $150,284 · end of year $150,344
-
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 $810,026 · end of year $918,976
Mission and programs · 2023
Mission
The Montair Foundation is a 501(c)(3) non-profit organization dedicated to raising funds to maintain and enhance educational excellence at Montair Elementary School.
-
Funds raised by the Montair Foundation are used to support:Science Program: Funds are used to pay for science aid and the LifeLab program which gives students more hands-on science experience.Technology & Computer Lab: Funding pays for staffing the computer lab, providing tech support services for computer equipment throughout the school, and purchasing additional hardware and software as needed.Math Intervention: Providing Math Intervention to 1st - 5th grades for additional support.
Expenses $228,587 · Grants $226,914
-
Vocal & Instrumental Music: All Kindergarteners have a vocal class once each week and all 3rd graders are introduced to instrumental music by learning to play the recorder.Drama Program: All 2nd graders participate in the school's Drama Program and stage a performance for the school community.Paraprofessional Classroom Aides: Aides work directly with Kinder to 5th grade kids in small groups reducing the teacher student ratio.
-
Library: Funding enables the library to remain open throughout the school day. State funding is so low that it does not cover a half-time position.Social and Emotional Development & Curriculum: Important social and emotional support programs help students learn critical resolution and leadership skills.Reading Intervention: Foundation matches other funds to provide intensive reading intervention for K - 5th graders who need additional support.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kristen Andreatta
President
- Total calculated
- $0
- Hours/week
- 18
-
Marisa Carr
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Gail Mullikin
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Erin Carrigg
Fundraising
- Total calculated
- $0
- Hours/week
- 4
-
Katie Dellamaggiore
Auction Co-Chr
- Total calculated
- $0
- Hours/week
- 7
-
Alexandra Bergin
Auction Co-Chr
- Total calculated
- $0
- Hours/week
- 4
-
Megan Keefer
Principal
- Total calculated
- $0
- Hours/week
- 0.5
-
Shannon Mullally
Teacher Rep
- Total calculated
- $0
- Hours/week
- 0.5
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 District
$182,408
General Instruction Support
-
Montair Elementary Sch
$28,579
Classroom Supplies
-
SRV Unified School District
$15,927
Science of Reading/ Shade Structure
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349301958
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