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San Ramon Valley Education Foundation

Montair Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$526k (2023)

Expenses
$356k (2023)

Total Assets
$810k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$526,147
Expenses
$355,907
Net Income
$170,240
Net Assets
$810,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $584,357
> 100%
Program Services $0
Investment Income $58
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$61,743
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $810,026
Total Liabilities $0
Net Assets $810,026
Compensation
Key Employees and Officers Compensation Related Other
Alicia Del Prado (Co President) $0 $0 $0
Deanna Chalfant (Co President) $0 $0 $0
Kelly Francis (Co Vice Preside) $0 $0 $0
Jill Botsford (Co Vice Preside) $0 $0 $0
Kim Seabury (Secretary) $0 $0 $0
Marisa Carr (Treasurer) $0 $0 $0
Ann Peltz (Corp Match) $0 $0 $0
Erin Carrigg (Fundraising) $0 $0 $0
Shannon Van Zee (Auction Co Chai) $0 $0 $0
Kristen Andreatta (Auction Co Chai) $0 $0 $0
Elizabeth Lyons (Principal) $0 $0 $0
Courtney Fischer (Teacher Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$540,334
Expenses
$251,500
Net Income
$288,834
Net Assets
$639,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $447,516
82.8%
Program Services $0
Investment Income $55
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $90,400
16.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $639,786
Total Liabilities $0
Net Assets $639,786
Compensation
Key Employees and Officers Compensation Related Other
Alicia Del Prado (Co President) $0 $0 $0
Deanna Chalfant (Co President) $0 $0 $0
Kelly Francis (Co Vice Preside) $0 $0 $0
Jill Botsford (Co Vice Preside) $0 $0 $0
Kim Seabury (Secretary) $0 $0 $0
Marisa Carr (Treasurer) $0 $0 $0
Natasha Anderson (Corp Match) $0 $0 $0
Erin Carrigg (Fundraising) $0 $0 $0
Jen Burch (Auction Co Chai) $0 $0 $0
Kristen Andreatta (Auction Co Chai) $0 $0 $0
Elizabeth Lyons (Principal) $0 $0 $0
Marie Innocenti (Teacher Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,353
Expenses
$205,813
Net Income
$77,540
Net Assets
$350,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $271,918
96.0%
Program Services $0
Investment Income $66
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,369
4.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $350,952
Total Liabilities $0
Net Assets $350,952
Compensation
Key Employees and Officers Compensation Related Other
Natasha Fitzgibbon (President) $0 $0 $0
Kelly Sekera (Vice President) $0 $0 $0
Kasey Petteys (Treasurer) $0 $0 $0
Courtney Cruey (Secretary) $0 $0 $0
Marisa Carr (Fundraising) $0 $0 $0
Alicia Del Prado Boquiren (Auction Co Chr) $0 $0 $0
Adria Price Freeman (Auction Co Chr) $0 $0 $0
Elizabeth Lyons (Principal) $0 $0 $0
Marie Innocenti (Teacher Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$407,443
Expenses
$509,798
Net Income
-$102,355
Net Assets
$273,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $243,776
59.8%
Program Services $0
Investment Income $96
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $163,571
40.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $273,412
Total Liabilities $0
Net Assets $273,412
Compensation
Key Employees and Officers Compensation Related Other
Natasha Fitzgibbon (President) $0 $0 $0
Kelly Sekera (Vice President) $0 $0 $0
Erin Ekstrum (Treasurer) $0 $0 $0
Natasha Anderson (Secretary) $0 $0 $0
Kim Anderson (Advisory Member) $0 $0 $0
Nicole Jones (Fundraising) $0 $0 $0
Alicia Del Prado Boquiren (Auction Co Chr) $0 $0 $0
Adria Price Freeman (Auction Co Chr) $0 $0 $0
Kasey Petteys (Corp Matching) $0 $0 $0
Ondi Tricaso (Principal) $0 $0 $0
Holly Scott (Teacher Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$420,881
Expenses
$576,913
Net Income
-$156,032
Net Assets
$394,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $242,972
57.7%
Program Services $0
Investment Income $40
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $177,869
42.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $394,134
Total Liabilities $0
Net Assets $394,134
Compensation
Key Employees and Officers Compensation Related Other
Kim Anderson (President) $0 $0 $0
Kelly Killingsworth (Vice President) $0 $0 $0
Katie Billingsley (Treasurer) $0 $0 $0
Natasha Anderson (Secretary) $0 $0 $0
Stacey Miller (Fundraising) $0 $0 $0
Natasha Fitzgibbon (Auction Co Chr) $0 $0 $0
Nicole Jones (Auction Co Chr) $0 $0 $0
Deanna Powell (Matching Funds) $0 $0 $0
Margarette Wui (Vice Principal) $0 $0 $0
Trixy Cheung (Escript) $0 $0 $0
Shannon Mundelius (Auditor) $0 $0 $0
Holly Scott (Teacher Rep) $0 $0 $0
Christine Williams (Srvef Rep) $0 $0 $0
Ondi Tricaso (Principal) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$501,788
Expenses
$348,995
Net Income
$152,793
Net Assets
$550,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $323,555
64.5%
Program Services $0
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $178,195
35.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $550,166
Total Liabilities $0
Net Assets $550,166
Compensation
Key Employees and Officers Compensation Related Other
Kim Anderson (President) $0 $0 $0
Kelly Killingsworth (Vice President) $0 $0 $0
Chris Koenig (Treasurer) $0 $0 $0
Mimi King (Secretary) $0 $0 $0
Stacey Miller (Fundraising) $0 $0 $0
Natasha Fitzgibbon (Auction Co Chr) $0 $0 $0
Nicole Jones (Auction Co Chr) $0 $0 $0
Deanna Powell (Matching Funds) $0 $0 $0
Diana Bensch (Grants) $0 $0 $0
Trixy Cheung (Escript) $0 $0 $0
Shannon Mundelius (Auditor) $0 $0 $0
Lynn Dillon (Teacher Rep) $0 $0 $0
Christine Williams (Srvef Rep) $0 $0 $0
Ondi Tricaso (Principal) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$449,498
Expenses
$274,493
Net Income
$175,005
Net Assets
$397,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $242,456
53.9%
Program Services $0
Investment Income $37
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $207,005
46.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $397,373
Total Liabilities $0
Net Assets $397,373
Compensation
Key Employees and Officers Compensation Related Other
Carrie Nevis (President) $0 $0 $0
Kimberly Anderson (Vice President) $0 $0 $0
Shannon Mundelius (Treasurer) $0 $0 $0
Angela Frankel (Secretary) $0 $0 $0
Tiffany Andrade (Live Auction) $0 $0 $0
Jennifer Soine (Live Auction) $0 $0 $0
Mimi King (Golf Tournament) $0 $0 $0
Jennifer Vasconi (Fundraising) $0 $0 $0
Chris Koenig (Auditor) $0 $0 $0
Kim Hensley (Corporate Match) $0 $0 $0
Lynn Dillon (Teacher Rep) $0 $0 $0
Ondi Tricaso (Principal) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$483,663
Expenses
$443,098
Net Income
$40,565
Net Assets
$217,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,268
57.7%
Program Services $204,353
42.3%
Investment Income $42
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $217,373
Total Liabilities $0
Net Assets $217,373
Compensation
Key Employees and Officers Compensation Related Other
Carrie Nevis (President) $0 $0 $0
Ondi Tricaso (Principal) $0 $0 $0
Shannon Mundelius (Treasurer) $0 $0 $0
Jennifer Vasconi (Fundraising) $0 $0 $0
Kimberly Anderson (Vice President) $0 $0 $0
Chris Koenig (Auditor) $0 $0 $0
Angela Frankel (Secretary) $0 $0 $0
Kim Hensley (Matching Funds) $0 $0 $0
Mimi King (Golf Tournmnt) $0 $0 $0
Tiffany Andrade (Live Auction) $0 $0 $0
Lynn Dillon (Teacher Rep) $0 $0 $0
Jennifer Soine (Live Auction) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$482,537
Expenses
$409,397
Net Income
$73,140
Net Assets
$216,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $261,745
54.2%
Program Services $220,646
45.7%
Investment Income $146
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $216,777
Total Liabilities $0
Net Assets $216,777
Compensation
Key Employees and Officers Compensation Related Other
Carrie Nevis (President) $0 $0 $0
Adam Welcome (Principal) $0 $0 $0
Shannon Mundelius (Treasurer) $0 $0 $0
Jennifer Vasconi (Fundraising) $0 $0 $0
Kimberly Anderson (Vice President) $0 $0 $0
Chris Koenig (Auditor) $0 $0 $0
Angela Frankel (Secretary) $0 $0 $0
Kim Hensley (Matching Funds) $0 $0 $0
Patty Giammona (Golf Tournmnt) $0 $0 $0
Kyleigh Cooyar (Auction Chair) $0 $0 $0
Amy Moxley (Matching Funds) $0 $0 $0
Tiffany Andrade (Live Auction) $0 $0 $0
Lynn Dillon (Teacher Rep) $0 $0 $0
Jennifer Soine (Live Auction) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$429,009
Expenses
$466,431
Net Income
-$37,422
Net Assets
$156,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $263,943
61.5%
Program Services $165,054
38.5%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $156,606
Total Liabilities $0
Net Assets $156,606
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Marozas (President) $0 $0 $0
Anthony La Rue (Principal) $0 $0 $0
Chris Koenig (Treasurer) $0 $0 $0
Jen Vasconi (E Scrip) $0 $0 $0
Jennifer Soine (Vice President) $0 $0 $0
Shannon Mundelius (Auditor) $0 $0 $0
Kathy Boas (Secretary) $0 $0 $0
Kim Hensley (Matching Funds) $0 $0 $0
Carrie Nevis (Golf Tournmnt) $0 $0 $0
Patty Giammona (Auction Chair) $0 $0 $0
Betsy Wolf (Auction Chair) $0 $0 $0
Diana Bensch (Grants) $0 $0 $0
Kathy Donovan (Teacher Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$418,600
Expenses
$349,422
Net Income
$69,178
Net Assets
$194,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $215,620
51.5%
Program Services $202,706
48.4%
Investment Income $274
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $194,586
Total Liabilities $0
Net Assets $194,586

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$330,114
Expenses
$315,571
Net Income
$14,543
Net Assets
$124,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,909
46.3%
Program Services $176,765
53.5%
Investment Income $440
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $184,554
Total Liabilities $60,145
Net Assets $124,409

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$318,091
Expenses
$355,118
Net Income
-$37,027
Net Assets
$109,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $118,051
37.1%
Program Services $199,276
62.6%
Investment Income $764
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $175,678
Total Liabilities $65,812
Net Assets $109,866

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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