Nonprofit · EIN 42-1759606
SUN VALLEY SCHOOL PTO INC
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $315,892 | $205,394 | $110,498 | $482,672 | $0 | $482,672 |
| July 31, 2024 | 990 | $314,427 | $498,409 | -$183,982 | $372,174 | $0 | $372,174 |
| July 31, 2023 | 990 | $345,794 | $224,692 | $121,102 | $556,156 | $0 | $556,156 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $356,404
- Program service revenue
- $0
- Investment income
- $875
- Net income from fundraising events
- -$41,387
- Other revenue
- -$41,387
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $183,637
- Management and general (functional)
- $21,757
Balance sheet and other
- Total assets, start of year
- $372,174
- Total assets, end of year
- $482,672
- Total liabilities, end of year
- $0
- Net assets, end of year
- $482,672
- Net assets without donor restrictions
- $482,672
- Gross unrelated business income
- $875
- Gross receipts
- $357,279
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARMEN DOWELL | PRESIDENT Officer | 1 | $0 |
| KYNDRA KENNEDY | VICE PRESIDENT Officer | 1 | $0 |
| LINDSEY HOLTAWAY | VICE PRESIDENT Officer | 1 | $0 |
| FRANCIOS GRENIER | VICE PRESIDENT Officer | 1 | $0 |
| HEATHER HOKE | TREASURER Officer | 1 | $0 |
| TORI COLLINS | SECRETARY Officer | 1 | $0 |
| EMILY WEISSENBERGER | VICE PRESIDENT Officer | 1 | $0 |
| LEIGH WALKER | VICE PRESIDENT Officer | 1 | $0 |
| GABRIELA BECKER | VICE PRESIDENT Officer | 1 | $0 |
| RONNIE TUCKER | VICE PRESIDENT Officer | 1 | $0 |
| MICHELLE | VICE PRESIDENT Officer | 1 | $0 |
| REBECCA MCEFEE | VICE PRESIDENT Officer | 1 | $0 |
| SHEREEN SAINI | VICE PRESIDENT Officer | 1 | $0 |
| KATIE FLEET | VICE PRESIDENT Officer | 1 | $0 |
| KELLY SHALK | VICE PRESIDENT Officer | 1 | $0 |
990 for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARMEN DOWELL | PRESIDENT Officer | 1 | $0 |
| KYNDRA KENNEDY | VICE PRESIDENT Officer | 1 | $0 |
| CHELSEA FITZSIMMONS | VICE PRESIDENT Officer | 1 | $0 |
| CECI DE LA MONTOYA | VICE PRESIDENT Officer | 1 | $0 |
| HEATHER HOKE | TREASURER Officer | 1 | $0 |
| TORI COLLINS | SECRETARY Officer | 1 | $0 |
| JESSICA YARNELL LOARIE | VICE PRESIDENT Officer | 1 | $0 |
| BETH VAN SLYKE | VICE PRESIDENT Officer | 1 | $0 |
| GABRIELA BECKER | VICE PRESIDENT Officer | 1 | $0 |
| REBECCA MCEFEE | VICE PRESIDENT Officer | 1 | $0 |
| SHEREEN SAINI | VICE PRESIDENT Officer | 1 | $0 |
| DELILIAH SUNDOWN | VICE PRESIDENT Officer | 1 | $0 |
990 for the year ended July 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARIEL GUTIERREZ | PRESIDENT Officer | 1 | $0 |
| KYNDRA KENNEDY | VICE PRESIDENT Officer | 1 | $0 |
| ANGIE FONES | VICE PRESIDENT Officer | 1 | $0 |
| ODESSA SHEKAR | VICE PRESIDENT Officer | 1 | $0 |
| SAMINA SAUDE | TREASURER Officer | 1 | $0 |
| NICK GRUNDY | TREASURER Officer | 1 | $0 |
| PAUL MCGEEHAN | TREASURER Officer | 1 | $0 |
| AMANDA BAIRD | SECRETARY Officer | 1 | $0 |
| JESSICA YARNALL LOARIE | VICE PRESIDENT Officer | 1 | $0 |
| REBECCA MCEFEE | VICE PRESIDENT Officer | 1 | $0 |
| GABI PAPESH | VICE PRESIDENT Officer | 1 | $0 |
| CAMERON MCEFEE | WEBMASTER Officer | 1 | $0 |
| MANUELA IBARGUREN | VICE PRESIDENT Officer | 1 | $0 |
| ALISON YEZBAK | VICE PRESIDENT Officer | 1 | $0 |
| CHRISTINE DISBROW | VICE PRESIDENT Officer | 1 | $0 |
| MICHELLE MOEZZI | VICE PRESIDENT Officer | 1 | $0 |
| DANI VOLPI | VICE PRESIDENT Officer | 1 | $0 |
| ELLEN MERCADO | VICE PRESIDENT Officer | 1 | $0 |
| ROB WARNE | VICE PRESIDENT Officer | 1 | $0 |
| HEATHER HOKE | TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 75 HAPPY LN, SAN RAFAEL, CA 94901-1004
- Principal officer (990 for 2024)
- HEATHER HOKE, 75 HAPPY LANE, SAN RAFAEL, CA 94901
- Signed the 990
- HEATHER HOKE, TREASURER
- Phone
- (415) 485-2440
- Website
- WWW.SUNVALLEYPTO.ORG
- Return prepared by
- FORWARD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 42-1759606 or by the name SUN VALLEY SCHOOL PTO INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SUPPORT THE EDUCATION OF CHILDREN AT SUN VALLEY SCHOOL IN SAN RAFAEL, CALIFORNIA BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS, AND TEACHERS.
Program accomplishments
- EDUCATIONAL PROGRAMS BENEFITING STUDENTS IN ART, LITERATURE, ASSEMBLIES, FIELD TRIPS, TECHNOLOGY AND SCIENCE. PROGRAMS ALSO PROVIDE BOOKS, CLASSROOM SUPPLIES AND COMPUTER EQUIPMENT.Expenses $183,637 · revenue $330,734
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 42-1759606
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $482,672
- Income (IRS master file)
- $357,279
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $315,892 | $205,394 | $482,672 | XML |
| 990 | July 2024 | $314,427 | $498,409 | $372,174 | XML |
| 990 | July 2023 | $345,794 | $224,692 | $556,156 | XML |
| 990 | July 2022 | $345,841 | $229,073 | $462,504 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 42-1759606).
Questions about SUN VALLEY SCHOOL PTO INC
- What is the EIN of SUN VALLEY SCHOOL PTO INC?
- The employer identification number (EIN) of SUN VALLEY SCHOOL PTO INC is 42-1759606.
- Is SUN VALLEY SCHOOL PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SUN VALLEY SCHOOL PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN VALLEY SCHOOL PTO INC 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 SUN VALLEY SCHOOL PTO INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN VALLEY SCHOOL PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of SUN VALLEY SCHOOL PTO INC?
- The 990 for the year ended July 31, 2025 names HEATHER HOKE.
- Who are the officers and directors of SUN VALLEY SCHOOL PTO INC?
- The 990 for the year ended July 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does SUN VALLEY SCHOOL PTO INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $315,892, expenses of $205,394 and total assets of $482,672 at year end.
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