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Nonprofit · EIN 04-3815491

SAN RAMON VALLEY EDUCATION FOUNDATION

Also known as W R M S EDUCATION FUND

Tax-exempt · SAN RAMON, CA 94582

Financials

$271K$59K2022$263K$305K2023$291K$333K2024
Revenue Expenses · by fiscal year end
Financials of SAN RAMON VALLEY EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$290,899$332,988-$42,089$326,076$0$326,076
June 30, 2024990$263,284$304,509-$41,225$368,165$0$368,165
June 30, 2023990$271,431$59,287$212,144$409,390$0$409,390
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$282,006
Program service revenue
$0
Investment income
$8,893
Other revenue
$0

Expenses

Grants and similar amounts paid
$327,793
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,170
Program services (functional)
$327,793
Management and general (functional)
$5,195

Balance sheet and other

Total assets, start of year
$368,165
Total assets, end of year
$326,076
Total liabilities, end of year
$0
Net assets, end of year
$326,076
Net assets without donor restrictions
$326,076
Gross receipts
$290,899
Employees
0
Volunteers
7
Year formed
2005
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lili ShiauPresident
Trustee or director, Officer
2$0
Pankaj ChauhanTreasurer
Trustee or director, Officer
1$0
Jane KongFin'l Secretary
Trustee or director, Officer
1$0
Saira PashaVP - Corp Match
Trustee or director, Officer
1$0
Diana HuSecretary
Trustee or director, Officer
1$0
Christina TanakaVP Web
Trustee or director
1$0
Sharon BaltazarPrincipal
Trustee or director
1$0
Christine HelmerAsst. Principal
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
Amar MannPresident
Trustee or director, Officer
2$0
Pamela SekhonTreasurer
Trustee or director, Officer
1$0
Connie CheungFin'l Secretary
Trustee or director, Officer
2$0
Christina TanakaVP - Corp Match
Trustee or director, Officer
1$0
Marilyn CoxSecretary
Trustee or director
1$0
Sharon BaltazarPrincipal
Trustee or director
1$0
Christine HelmerAsst. Principal
Trustee or director
1$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
AMAR MANNPresident
Trustee or director, Officer
2$0
PAMELA SEKHONTreasurer
Trustee or director, Officer
2$0
CHRISTINA QUONCORPORATE MATCH
Trustee or director, Officer
2$0
DICKSON OMUNGUSecretary
Trustee or director, Officer
2$0
SHARON BALTAZARSCHOOL PRIN
Trustee or director, Officer
1$0
CHRISTINE HELMERSCHL STAFF MBR
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
11611 E BRANCH PKWY, SAN RAMON, CA 94582-5805
In care of
% WINDEMERE RANCH MIDDLE SCHOOL
Principal officer (990 for 2024)
Lili Shiau, 11611 East Branch Parkway, San Ramon, CA 94582
Signed the 990
Pankaj Chauhan, Treasurer
Phone
(925) 479-7400
Return prepared by
REGALIA BERGER & BERGER CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 04-3815491 or by the name SAN RAMON VALLEY EDUCATION FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

WRMS Education Fund works to directly enhance the educational opportunities and experience at WRMS

990 for the year ended June 30, 2025

Program accomplishments

  • Windemere Ranch Middle School Education Fund collects donations to provide funding for the following programs:Reduce class sizes through additional course sectionsSections to maintain MTSS for crucial student and classroom supportSupport for student social-emotional well-being and mental health coordinationInvestment in technology refresh and software to enhance learning environmentsAfter school homework club to support ALL studentsAfter school tutoring and SEL activities Sections for more elective offerings
    Expenses $327,793 · grants $327,793

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3815491
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$326,076
Income (IRS master file)
$290,899

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$290,899$332,988$326,076IRS
990June 2024$263,284$304,509$368,165XML
990June 2023$271,431$59,287$409,390XML
990June 2022$279,420$282,471$201,236IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3815491).

Questions about SAN RAMON VALLEY EDUCATION FOUNDATION

What is the EIN of SAN RAMON VALLEY EDUCATION FOUNDATION?
The employer identification number (EIN) of SAN RAMON VALLEY EDUCATION FOUNDATION is 04-3815491.
Is SAN RAMON VALLEY EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Which annual return does SAN RAMON VALLEY EDUCATION FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SAN RAMON VALLEY EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAN RAMON VALLEY EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SAN RAMON VALLEY EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 names Lili Shiau.
Who are the officers and directors of SAN RAMON VALLEY EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does SAN RAMON VALLEY EDUCATION FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $290,899, expenses of $332,988 and total assets of $326,076 at year end.

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