Overview

Affiliate Event Notification Form

Affiliate Members

2009-2010 Meeting Schedule

SRVEF Board Policies

SRVEF Requirements

Requirements Tracker

Federal/State Requirements

Resources

Overview

Parents and educators at these schools have chosen to make a positive impact on the excellent education of their children by creating and funding Affiliate Education Funds under the umbrella of the SRVEF. They exist in accordance with IRS 501c3 rules governing non-profit organizations. Affiliates maintain and audit their own financial records, which are reported annually to the SRVEF.

The Affiliate Funds enjoy a wide range of benefits from the SRVEF from networking and idea sharing to technical organizational help. Each affiliate raises, manages and distributes its own funds. All affiliates provide programs and staffing at their school that are not otherwise available from state funding sources. Among the many enhancements they provide are: computer, vocal music and art instruction, reading specialists, classroom aides, computer hardware, computer software, librarians and photocopying.

Please contact the president or chair of the school nearest you to learn how you can help make a positive impact on the education of children in your neighborhood.

For more information on California Education Foundations, visit the California Consortium of Education Foundations at www.cceflink.org.
 

Affiliate Event Notification Form

Click here for the Affiliate Event Notification Form.
 

Affiliate Members

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2009-2010 Meeting Schedule

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SRVEF Board Policies

SRVEF Policy on Alcoholic Beverages (Adopted June 4, 1993)

Meetings

1. Alcoholic beverages may be served at adult only functions, provided that there are non-alcoholic beverage choices, establishment and location permitting.
2. At family oriented meetings and functions, when SRVEF or one of its affiliates is a sponsor and children are present, a non-alcoholic beverage policy will be followed.

Special Event/Fund Raisers

1. SRVEF and/or its affiliates will not engage in the sale of alcoholic beverages at events or fund raisers where children are present.
2. At family oriented events or fund raisers with children present SRVEF and/or its affiliates and/or sponsors will not dispense, give away, advertise or participate in the consumption of alcoholic beverages.

The Sam Ramon Valley Education Foundation is a not-for-profit 501© 3 organization existing to benefit the San Ramon Valley Unified School District and to encourage excellence in education. The District has been involved in intensive drug and alcohol abuse education. It is SRVEF's intent to discourage the use of alcoholic beverages by children and to encourage adults to model responsible behavior to the children in our community.

SRVEF Policy on Non-Discrimination/Harassment (Adopted January 7, 1994)

The San Ramon Valley Education Foundation is dedicated to the enhancement of public educational programs in the San Ramon Valley School District. SRVEF is committed to achieving our goal through education, programs, disbursement of funds and actions which are free of discrimination and/or harassment based on race, gender, color, national origin, religion, age, sexual orientation and disability.

SRVEF Policy on Commercial activities (Adopted May 6, 1994)

It is SRVEF's policy not to endorse or promote business and commercial products or services. SRVEF does actively seek to establish partnerships in the public and private sector to support the San Ramon Valley Unified School District and welcomes funds raised by both public and private sector organizations to support public schools in the San Ramon Valley.

SRVEF's and its affiliate's mailing list are to be used solely for SRVEF or Affiliate business and may not be sold or used for other purposes. In particular, lists of United Way donors' names cannot be passed to any other party for any reason (failure to honor confidentiality for any reason will result in SRVEF's expulsion from United Way and Local Independent Charities).

SRVEF Affiliate Policy regarding Local School Bond and Parcel Tax Elections

The SRVEF supports the efforts of the San Ramon Unified School District by providing supports for educational enhancement and improvements on a District wide basis. SRVEF supports individual school site educational enhancements and improvements through its affiliate program, which allows individual school sites to form with the approval and support of SRVEF a local affiliate at that school site. The local affiliates fall under the umbrella 501{C}3 tax exemption granted to the SRVEF by the IRS and the further granting of the right to SRVEF to have subordinates operate under our general exemption. In order for SRVEF to maintain its tax exemption, SRVEF and its affiliates must follow the guidelines set-up by the IRS and the Fair Political Practices Commission (FPPC) regarding elections. The following rules apply:

• SRVEF and its affiliates can not endorse any individual candidate running in any race, whether, it be local, state or national.
• SRVEF and its affiliates cannot endorse or support any ballot issue that is not directly related to the San Ramon Valley Unified School District and the educational programs offered within.
• SRVEF and its affiliates can chose to endorse and/or support local School Bond measures and/or Parcel Tax measures that are approved for the ballot by the San Ramon Valley Unified School District Board of Trustees. SRVEF and its affiliates have to vote at a duly noticed meeting of the organization to take such action.
• If the SRVEF and/or any of its affiliates chooses to endorse and/or support a local School Bond and/or Parcel Tax measure it must comply with the FPPC (http://www.fppc.ca.gov/) and IRS rules (http://www.irs.gov/).

If you have any questions, please contact your SRVEF affiliate contact.

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SRVEF Requirements

SRVEF Affiliate Checklist
Checklist [PDF Format]
(Documents are Adobe PDF Format and Microsoft Word Format)

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Requirements Tracker

You may view the Requirements Tracker by clicking on the pdf links below.

Requirements Tracker 2008-09
Requirements Tracker 2009-10

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Federal/State Requirements

Federal Tax Forms (www.irs.gov - look them up under forms)

• 990 EZ for funds with under $ 100K in revenue in a year
• 990 for funds with over $100K in revenue in a year.
• Schedule A required for all funds
• Schedule B - if you have donors over a specific amount based on your revenue.

State Forms

Registration/Reporting Forms (www.ag.ca.gov/charities/forms.php)

The Attorney General is responsible for many of the rules and regulations regarding charities and has many helpful handouts and ways to look up Not-for-profits.

• CT-1 - This form is required to be used to register with the State of California
• RRF-1 - This form is required to be filed with taxes each year.
• CT-NRP1 - This form is required to be filed if your affiliate is going to do a raffle.

Tax Forms (www.ftb.ca.gov - look them up under forms)

Form 199 - This is the State Tax form for 990's, it requires you to attach a 990 to it.

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