San Ramon Valley Education Foundation in San Ramon, California (CA)

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San Ramon Valley Education Foundation
Employer Identification Number (EIN)942853998
Name of OrganizationSan Ramon Valley Education Foundation
AddressPO BOX 1463, San Ramon, CA 94583-6463
ActivitiesMissionary activities
SubsectionCharitable Organization
Ruling Date03/1998
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$1,363,665
Amount of Income$836,804
Form 990 Revenue Amount$649,401
National Taxonomy of Exempt Entities (NTEE)Religion-Related, Spiritual Development: Christian


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Amount of income in 2013: $836,804 (it was $659,140 in 2012)
This organization: 

 $836,804
Other organizations performing similar types of work: 

 $113,358

Assets in 2013: $1,363,665 (it was $1,220,204 in 2012)
This organization: 

 $1,363,665
Other organizations performing similar types of work: 

 $99,177

Expenses in 2013: $481,915
This organization: 

 $481,915
Other organizations performing similar types of work: 

 $116,182

Income to expenses ratio in 2013: 1.7
This organization: 

 1.7
Other organizations performing similar types of work: 

 1.2

Number of employees in 2013: 3
This organization: 

 3
Other organizations performing similar types of work: 

 3

Grants share in income in 2013: 94.6%
This organization: 

 94.6%
Other organizations performing similar types of work: 

 99.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?YesYes
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109636
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return33
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$61,745$61,326
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$478,955$521,314$649,401
Contributions, Gifts, Grants and Other Similar Amounts$335,316$490,548$614,455
Program Service Revenue$123,677$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$19,962$22,730$24,754
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0
Net income/loss from fundraising events$0$0$-5,390
Gross income from fundraising events$108,310$137,826$182,013
Less: direct expenses$108,310$137,826$187,403
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$8,036$15,582
0$8,036$15,582
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$373,250$445,527$481,915
Grants and other assistance to domestic organizations and domestic governments$299,165$325,783
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$78,239$94,308$56,258
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$0$0$37,801
Pension plan accruals and contributions$0$0
Other employee benefits$0$0
Payroll taxes$6,694$8,565$8,173
Fees for services (non-employees)
Management$0$0
Legal$0$0
Accounting$8,100$8,800
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$2,131$0
Advertising and promotion$2,401$1,027
Office expenses$791$2,172
Information technology$0$0
Royalties$0$0
Occupancy$0$5,400
Travel$0$0
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$2,422$2,842
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$279$319
Insurance$6,047$4,956
Other expenses$1,895$2,577
Other expenses$2,693$3,707
Other expenses$3,138$5,070
Other expenses$5,780$9,386
Other expenses$7,812$7,644
Balance Sheet
201120122013
Total assets$1,175,291$1,220,204$1,363,665
Cash - non-interest-bearing$174,139$167,461
Savings and temporary cash investments$41,281$41,297
Pledges and grants receivable, net$0$0
Accounts receivable, net$0$6,288
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$8,965$89
Land, buildings, and equipment: cost or other basis$1,317$998
Investments - publicly traded securities$914,746$1,049,912
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$79,756$97,620
Total liabilities$70,939$80,121$4,500
Accounts payable and accrued expenses$22,801$4,500
Grants payable$57,320$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0
Total net assets or fund balances$1,104,352$1,140,083$1,359,165
Unrestricted net assets$206,786$182,797
Temporarily restricted net assets$130,309$256,070
Permanently restricted net assets$802,988$920,298
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$2,687,273
Subtotal$2,687,273
Gifts, grants, contributions, and membership fees received$2,687,273
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$0
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$2,845,508
Public support$2,687,273
Subtotal$103,419
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$103,419
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$54,816
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Turning Point For God10007 Riverford Rd, Lakeside, CA 92040-2772CA1997-11$40,005,622
2San Fernando Valley Interfaith Council Inc4505 Las Virgenes Canyon Rd Ste211, Calabasas, CA 91302CA1970-11$4,469,362
3Living Water Mission Church19200 Pioneer Blvd, Cerritos, CA 90703-6605CA1997-01$1,640,022
4Greater Lighthouse Community Outreach Inc101 Union Ave, Bakersfield, CA 93307-1550CA1998-07$1,581,798
5Trinity Broadcasting Of Oklahoma City Inc2442 Michelle Dr, Tustin, CA 92780-7015CA1978-01$1,503,840
6Society Of Saint Athanasius Inc The1590 Berryessa Rd, San Jose, CA 95133-1074CA1977-04$1,270,794
7San Ramon Valley Education FoundationPO BOX 1463, San Ramon, CA 94583-6463CA1998-03$836,804
8Sonshine Bible Clubs IncPO BOX 354, Turlock, CA 95381-0354CA1992-04$763,802
9Turning Point Ministries1370 Brea Blvd Ste 245, Fullerton, CA 92835-4173CA1992-09$763,440
10West Coast Torah Center322 Nfoothill Rd, Beverly Hills, CA 90210CA1998-02$760,949
11So Send I You International22324 Golden Springs Dr, Diamond Bar, CA 91765-2449CA1995-08$629,674
12San Ramon Valley Education Foundation, Hidden Hills Hawks Education Fund12995 Harcourt Way, San Ramon, CA 94582-2803CA$575,262
13San Ramon Valley Education Foundation, Live Oak Education Fund5151 Sherwood Way, San Ramon, CA 94582-5961CA1998-03$524,178
14Great Vision Church4465 Melrose Ave, Los Angeles, CA 90029-2513CA1997-07$499,957
15Vietnam Ministries Inc1100 N Paradise St, Anaheim, CA 92806-2219CA1992-05$481,258
16Sociadade Divinio Espirito Santo De Alvarado30846 Watkins St, Union City, CA 94587-1606CA1996-03$460,348
17Creekside Comet Education Fund6011 Massara Street, Danville, CA 94506CA1998-03$437,524
18Vision Team International Usa IncPO BOX 2072, Lomita, CA 90717-6072CA1996-06$424,700
19Southern California Floating Christian Endeavor Association525 Broad Ave, Wilmington, CA 90744-5829CA1934-11$364,623
20San Ramon Valley Education Foundation, W R M S Education Fund11611 E Branch Pkwy, San Ramon, CA 94582-5805CA$333,864
Number of organizations performing similar types of work
Alaska20
Alabama90
Arkansas55
Arizona138
California1,192
Colorado180
Connecticut73
District of Columbia35
Delaware26
Florida491
Georgia242
Hawaii55
Iowa42
Idaho30
Illinois297
Indiana297
Kansas70
Kentucky139
Louisiana89
Massachusetts103
Maryland183
Maine19
Michigan355
Minnesota95
Missouri164
Mississippi51
Montana23
North Carolina230
North Dakota12
Nebraska31
New Hampshire21
New Jersey262
New Mexico49
Nevada51
New York579
Ohio407
Oklahoma153
Oregon93
Pennsylvania268
Rhode Island9
South Carolina72
South Dakota10
Tennessee148
Texas742
Utah14
Virginia162
Vermont3
Washington155
Wisconsin95
West Virginia40
Wyoming10
International12
Total8,182
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralSan Ramon Valley Education FoundationPO BOX 1463, San Ramon, CA 94583-6463CA1998-03$836,804
SubordinateSan Ramon Valley Education Foundation, Hidden Hills Hawks Education Fund12995 Harcourt Way, San Ramon, CA 94582-2803CA$575,262
SubordinateSan Ramon Valley Education Foundation, Live Oak Education Fund5151 Sherwood Way, San Ramon, CA 94582-5961CA1998-03$524,178
SubordinateSan Ramon Valley Education Foundation, Rancho Romero Education Fund180 Hemme Ave, Alamo, CA 94507-2144CA1998-03$501,099
SubordinateSan Ramon Valley Educational Foundation, Tassajava Hills FoundationPO BOX 3065, Danville, CA 94526-8065CA1998-03$486,110
SubordinateSan Ramon Valley Education Foundation, Green Valley School-Learning FundPO BOX 851, Diablo, CA 94528-0851CA1998-03$477,065
SubordinateCreekside Comet Education Fund6011 Massara Street, Danville, CA 94506CA1998-03$437,524
SubordinateSan Ramon Valley Education Foundation, Montair FoundationPO BOX 907, Danville, CA 94526-0907CA1998-03$429,009
SubordinateSan Ramon Valley Education Foundation, Sycamore Valley Elem Sch Sharkfund2200 Holbrook Dr, Danville, CA 94506-4413CA1998-03$367,281
SubordinateSan Ramon Valley Education Foundation, Coyote Creek Elementary8700 Northgale Ridge Rd, San Ramon, CA 94582-5081CA1998-03$359,188
SubordinateSan Ramon Valley Education Foundation, W R M S Education Fund11611 E Branch Pkwy, San Ramon, CA 94582-5805CA$333,864
SubordinateSan Ramon Valley Education Foundation, John Baldwin Cougar Education Fund741 Brookside Dr, Danville, CA 94526-4201CA1998-03$332,569
SubordinateSan Ramon Valley Education Foundation, Quail Run Learning Fund4000 Goldenbay Ave, San Ramon, CA 94582-5814CA1998-03$315,874
SubordinateSan Ramon Valley Education Foundation, Montevideo Education Foundation13000 Broadmoor Drive, San Ramon, CA 94583CA1998-03$310,440
SubordinateSan Ramon Valley Education Foundation, Alamo School Education Fund100 Wilson Rd, Alamo, CA 94507-1253CA1998-03$293,082
SubordinateSan Ramon Valley Education Foundation, Charlotte Wood Charger Fund600 El Capitan Dr, Danville, CA 94526-5000CA1998-03$291,131
SubordinateSan Ramon Valley Education Foundation, Greenbrook Eagle FundPO BOX 1882, Danville, CA 94526-6882CA1998-03$262,712
SubordinateSan Ramon Valley Education Foundation, Stone Valley Middle School Ed Fund3001 Miranda Ave, Alamo, CA 94507-1646CA1998-03$245,754
SubordinateSan Ramon Valley Education Foundation, Neil Armstrong Eagle Fund2849 Calais Dr, San Ramon, CA 94583-3116CA1998-03$245,159
SubordinateSan Ramon Valley Education Foundation, Diablo Vista Middle School FndtnPO BOX 1511, Danville, CA 94526-6511CA1998-03$210,451
Number of affiliated organizations
California33
Total33

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