Stone Valley Middle School Education Fund SVEF

EIN: 651162840 501(c)(3)

Alamo, CA

Total Revenue
$237,439
Total Expenses
$284,222
Total Assets
$185,328
Net Assets
$133,503
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
Lauren Cymerys
Phone
9255525640
Tax Period
2024-07-01 to 2025-06-30

Stone Valley Middle School Education Fund SVEF, founded in 2002, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Expenses of $284K exceeded revenue, resulting in a 20% operating deficit.

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

Program Service Accomplishments

Program 1
Expenses: $276,751

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"...

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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.

Program 2

THE SVEF SUPPORTS ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT AND/OR PARENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $235,225
Program Service Revenue $2,160
Investment Income $54
Other Revenue $0
TOTAL REVENUE $237,439

Expense Breakdown

Grants Paid $276,671
Salaries & Benefits $0
Fundraising Expenses $3,017
Program Expenses $276,751
Other Expenses $7,551
TOTAL EXPENSES $284,222

Year-over-Year Comparison

2024 2023 Change
Revenue $237,439 $240,481 0.0%
Expenses $284,222 $213,005 +0.3%
Net Income $-46,783 $27,476 -2.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lauren Cymerys President 5.00
Officer Director
$0 $0 $0
Tammie Kim Treasurer 2.00
Officer Director
$0 $0 $0
Lori Tulkoff Corp Matching 2.00
Director
$0 $0 $0
Melissa Mann Fin'l Secretary 2.00
Director
$0 $0 $0
Jessica O'Mahony Secretary 1.00
Officer Director
$0 $0 $0
Michelle Mihevc Fundraising 1.00
Director
$0 $0 $0
Colette Phair Auditor 1.00
Director
$0 $0 $0
Christine Brashear Vice President 1.00
Officer Director
$0 $0 $0
Justin White Principal 0.50
Director
$0 $0 $0
Irma Volenec Teacher Rep 0.50
Director
$0 $0 $0
Christine Williams SRVEF Liaison 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $237,439 $284,222 $185,328 $-46,783
2024 $240,481 $213,005 $190,649 $27,476
2023 $255,873 $262,151 $204,762 $-6,278
2022 $246,451 $214,942 $236,154 $31,509
2019 $225,550 $258,705 $142,174 $-33,155
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