RANCHO ROMERO EDUCATION FUND SAN RAMON VALLEY EDUCATION FDTN

EIN: 911796297 501(c)(3)

ALAMO, CA

Total Revenue
$513,431
Total Expenses
$681,565
Total Assets
$621,061
Net Assets
$620,907
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CA
Principal Officer
Kristin Bartlow
Phone
9258555700
Tax Period
2023-07-01 to 2024-06-30

RANCHO ROMERO EDUCATION FUND SAN RAMON VALLEY EDUCATION FDTN, founded in 1998, is a small nonprofit that reported $513K in total revenue in fiscal year 2023. Expenses of $682K exceeded revenue, resulting in a 33% operating deficit.

Mission

RANCHO ROMERO EDUCATION FUND RAISES FUNDS AND PROVIDES FUNDING FORVARIOUS EDUCATIONAL AND ENRICHMENT PROGRAMS AT RANCHO ROMERO ELEMENTARYSCHOOL IN ALAMO, CALIFORNIA. RANCHO ROMERO EDUCATION FUND IS AN AFFILIATEOF THE SAN RAMON VALLEY EDUCATION FOUNDATION AND IS A NON-PROFITORGANIZATION DEDICATED TO RAISING FUNDS TO HELP MAINTAIN AND ENHANCE THEQUALITY OF EDUCATION AT RANCHO ROMERO SCHOOL THROUGH THE COLLABORATION OFPARENTS, EDUCATORS, THE SCHOOL'S SITE COUNCIL AND THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $410,481
Program Service Revenue $0
Investment Income $39,453
Other Revenue $63,497
TOTAL REVENUE $513,431

Expense Breakdown

Grants Paid $675,917
Salaries & Benefits $0
Fundraising Expenses $1,189
Program Expenses $675,917
Other Expenses $5,648
TOTAL EXPENSES $681,565

Year-over-Year Comparison

2023 2022 Change
Revenue $513,431 $520,184 0.0%
Expenses $681,565 $457,340 +0.5%
Net Income $-168,134 $62,844 -3.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
20
Independent Members
19
Employees
N/A
Volunteers
25

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
20
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristin Bartlow President 5.00
Officer Director
$0 $0 $0
Christine Brashaer Secretary 2.00
Officer Director
$0 $0 $0
Brandon Zell Treasurer 2.00
Officer Director
$0 $0 $0
Cate Morin Asst Treasurer 1.00
Officer Director
$0 $0 $0
Stephanie Cranmer Annual Giving 1.00
Officer Director
$0 $0 $0
Annalisa Graham Corp Match 1.00
Officer Director
$0 $0 $0
Julie Rossing Dine Out Chair 1.00
Officer Director
$0 $0 $0
Gina Halow SSC Rep 1.00
Officer Director
$0 $0 $0
Jessica Brooks PTA Rep 1.00
Officer Director
$0 $0 $0
Roopali Bali Principal 1.00
Officer Director
$0 $0 $0
Shelby Alms Teacher Rep 1.00
Officer Director
$0 $0 $0
Mandana Jackson Vice President 2.00
Officer Director
$0 $0 $0
Nicole Lombardo Auction Chair 5.00
Officer Director
$0 $0 $0
Kristina Zell Auction Liaison 5.00
Officer Director
$0 $0 $0
Ally Kruger Member at Large 1.00
Officer Director
$0 $0 $0
Katy Wrinkle Fun Run 1.00
Officer Director
$0 $0 $0
Kelley Stough Fun Run 1.00
Officer Director
$0 $0 $0
Jim Kopas Auditor 1.00
Officer Director
$0 $0 $0
Brooke Eubanks After School 1.00
Officer Director
$0 $0 $0
Veronica Menta Member at Large 1.00
Officer 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 No data No data No data No data
2024 $513,431 $681,565 $621,061 $-168,134
2023 $520,184 $457,340 $789,195 $62,844
2022 $619,010 $247,966 $737,355 $371,044
2021 $195,147 $256,438 $366,157 $-61,291
2020 $476,322 $370,231 $427,448 $106,091
2019 $433,623 $475,217 $321,357 $-41,594
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