Sonoma Valley Education Foundation (EIN 680279152) - Form 990 Financial Analysis & Trantor Score

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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

1993

Legal Domicile

Phone

7079359566

Tax Period

2024-07-01 to 2025-06-30

Sonoma Valley Education Foundation, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Net assets of $3.0M represent 33 months of operating reserves.

Mission

The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $996,366

Program Service Revenue $0

Investment Income $94,879

Other Revenue $0

TOTAL REVENUE $1,091,245

Expense Breakdown

Grants Paid $661,997

Salaries & Benefits $289,277

Fundraising Expenses $216,766

Program Expenses $727,225

Other Expenses $165,153

TOTAL EXPENSES $1,116,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,091,245	$3,385,943	-0.7%
Expenses	$1,116,427	$1,154,650	0.0%
Net Income	$-25,182	$2,231,293	-1.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherry Preiss	Board Chair	4.00	Officer Director	$0	$0	$0
Daniela Bravo	Vice Chair	1.00	Officer Director	$0	$0	$0
Nancy Mulligan Atkinson	Treasurer	2.00	Officer Director	$0	$0	$0
Martin Cohn	Secretary	1.00	Officer Director	$0	$0	$0
Joanne Green	Director	1.00	Director	$0	$0	$0
Mariah Hanson	Director	1.00	Director	$0	$0	$0
Geeta Malik	Director	1.00	Director	$0	$0	$0
Maricarmen Reyes	Director	1.00	Director	$0	$0	$0
Valentina Kimily Jones Kim	Director	1.00	Director	$0	$0	$0
Hugo Mendoza	Director	1.00	Director	$0	$0	$0
Kalpi Kadaba	Director	1.00	Director	$0	$0	$0
Maria Hamel	Director	1.00	Director	$0	$0	$0
Wendy Swanson	Director	1.00	Director	$0	$0	$0
Sarah Carroll	Executive Director	40.00	Officer	$100,000	$0	$100,000

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	$1,091,245	$1,116,427	$2,970,754	$-25,182
2024	$3,385,943	$1,154,650	$2,996,194	$2,231,293
2023	$1,186,572	$1,004,103	$782,979	$182,469
2022	$1,301,130	$1,598,800	$599,565	$-297,670
2021	$1,670,523	$1,498,217	$890,181	$172,306
2020	$1,774,473	$1,705,978	$776,371	$68,495
2019	$1,462,450	$1,407,669	$702,600	$54,781

Sonoma Valley Education Foundation