Nonprofit · EIN 68-0412906
SAN RAMON VALLEY EDUCATION FOUNDATION
Also known as TWIN CREEKS SCHOOL LEARNING FUND
Tax-exempt · SAN RAMON, CA 94583
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $210,364 | $143,764 | $66,600 | $276,150 | $0 | $276,150 |
| June 30, 2024 | 990-EZ | $163,217 | $166,134 | -$2,917 | $209,496 | – | $209,496 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $198,028
- Program service revenue
- $0
- Investment income
- $6,775
- Net income from fundraising events
- $1,886
- Net income from gaming
- $3,675
- Other revenue
- $5,561
Expenses
- Grants and similar amounts paid
- $138,235
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $950
- Program services (functional)
- $138,835
- Management and general (functional)
- $2,365
- Fundraising (functional)
- $2,564
Balance sheet and other
- Total assets, start of year
- $209,496
- Total assets, end of year
- $276,150
- Total liabilities, end of year
- $0
- Net assets, end of year
- $276,150
- Net assets without donor restrictions
- $276,150
- Gross receipts
- $239,499
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2006
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Perez | President Trustee or director, Officer | 2 | $0 |
| Francis David | Treasurer Trustee or director, Officer | 1 | $0 |
| Lori Shen | Board Member Trustee or director, Officer | 1 | $0 |
| Deanna Picone | Secretary Trustee or director, Officer | 1 | $0 |
| Lauren Janvier | Fn'l Secretary Trustee or director, Officer | 1 | $0 |
| Randi Colello | Auction CoChair Trustee or director, Officer | 1 | $0 |
| Kellie Judson | Board Member Trustee or director, Officer | 1 | $0 |
| Sarah Cranford | Vice President Trustee or director, Officer | 1 | $0 |
| Kristen Berg | Principal Trustee or director, Officer | 1 | $0 |
| Celina Bretey | Social Media Trustee or director, Officer | 1 | $0 |
| Ashley Moore | Social Media Trustee or director, Officer | 1 | $0 |
| Lindsay Fletcher | Corp Match Trustee or director, Officer | 1 | $0 |
| Adrienne Lee | Spelling Bee Ch Trustee or director, Officer | 1 | $0 |
| Lois Chang | Parliamentarian Trustee or director, Officer | 1 | $0 |
| Jessica Cowley | Auction Co Trustee or director, Officer | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stefanie Maes | Dine Out Chair Trustee or director, Officer | 1 | $0 |
| Leslie Anderson | SRVEF Liaison Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah Cranford | President | 2 | $0 |
| Adam Crawford | Treasurer | 1 | $0 |
| Lori Shen | Auction Committ | 1 | $0 |
| Betty Motts | Secretary | 1 | $0 |
| Lou Paulino | Fn'l Secretary | 1 | $0 |
| Lauren Janvier | Auction CoChair | 1 | $0 |
| Kellie Judson | Board Member | 1 | $0 |
| Blaire Janssen | Tiger Trot Co | 1 | $0 |
| Kristen Berg | Principal | 1 | $0 |
| Deanna Picone | Auction CoChair | 1 | $0 |
| Ashley Moore | Board Member | 1 | $0 |
| Hamed Eksiri | Corp Match | 1 | $0 |
| Adrienne Lee | Spelling Bee Ch | 1 | $0 |
| Lindsay Fletcher | Board Member | 1 | $0 |
| Jessica Cowley | Board Member | 1 | $0 |
| Stefanie Maes | Board Member | 1 | $0 |
| Leslie Anderson | SRVEF Liaison | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2785 MARSH DR, SAN RAMON, CA 94583-2049
- In care of
- % TWIN CREEKS SCHOOL
- Principal officer (990 for 2024)
- Paul Perez, 2785 Marsh Drive, San Ramon, CA 945832049
- Signed the 990
- Francis David, Treasurer
- Phone
- (925) 552-5650
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0412906 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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Funds are raised for the School through the collaboration of parents, educators, the schools Site Council, the schools PTA, and the community.
Program accomplishments
- Dedicated to our ChildrenBecause the Learning Fund is the only organization outside of the school district itself that can fund staff in the school, the vast majority of our budget goes into programs to supplement staffing. With the money we raise, we are able to ensure that many important programs are not cut due to lack of funding from the school district. Our volunteers give us, the parents of Twin Creeks students, a voice in what programs are important and should be funded.Expenses $138,835 · grants $138,235
- GovernanceOur operations are governed by the San Ramon Valley Education Foundation, of which we are a registered affiliate. To maintain this affiliation, the Learning Fund is required to meet several requirements including bonding board members, maintaining segregation of duties, and maintaining transparency in our operations.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0412906
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 8171: SAN RAMON VALLEY EDUCATION FOUNDATION
- Assets (IRS master file)
- $276,150
- Income (IRS master file)
- $239,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $210,364 | $143,764 | $276,150 | IRS |
| 990-EZ | June 2024 | $163,217 | $166,134 | $209,496 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 68-0412906).
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 68-0412906.
- Is SAN RAMON VALLEY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- 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 Paul Perez.
- Who are the officers and directors of SAN RAMON VALLEY EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 17 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 $210,364, expenses of $143,764 and total assets of $276,150 at year end.
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