Nonprofits/Organizations/80-0091312
Active
501(c)(3)
T190
Form 990

The Sobrato Foundation

EIN 80-0091312Mountain View, CA 94040Founded 2004WebsiteIRS Tax Year 2024 · Period ending December 31, 2024
Mission Statement

THE SOBRATO FOUNDATION SUPPORTS NONPROFITS AND SOCIAL IMPACT ORGANIZATIONS SERVING AT-RISK AND VULNERABLE MEMBERS OF OUR COMMUNITY. THE FOUNDATION ALSO MAKES INVESTMENTS TO SUPPORT PHILANTHROPIC ACTIVITIES RECOMMENDED BY INDIVIDUAL SOBRATO FAMILY MEMBERS.

IRS Tax Year 2024

Period ending December 31, 2024

Total Revenue

$12.6M

+350.7%YoY

Total Expenses

$11.8M

-35.4%YoY

Net Assets

$122.7M

+0.7%YoY

Employees

0

Volunteers

4

Grants Paid

$4.1M

Program Expense Ratio

98.1%

This nonprofit profile presents IRS Form 990 tax filing data for The Sobrato Foundation (EIN: 80-0091312), based on the 2024 tax year annual return filed with the Internal Revenue Service.

Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, detailed executive pay breakdowns, governance policies and audit information, related tax-exempt organizations. All figures are reported in USD as filed.

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RoundPaper IndicatorsTax Year 2024

Financial Health

Revenue grew +350.7% to $12.6M
Program spending ratio of 98.1% — excellent
125.1 months of operating reserves — strong cushion
Expenses decreased -35.4% year-over-year

Transparency

Conflict of interest policy adopted
Whistleblower policy in place
Financial statements independently audited
3-member board, 2 independent

Compensation

Top compensation: $1,268,486 (Treasurer/CEO of SVCF)
Top exec pay is 10.8% of total expenses — elevated
Schedule J filed for 1 individual — detailed disclosure
No executive perks reported

Program Effectiveness

1 program reported
98.1% of spending goes to programs
1 program generates revenue — self-sustaining activity
$4.1M in grants paid to other organizations
4 volunteers engaged

Financial Stability

Debt-to-asset ratio of 0.3% — low leverage
9.6 months cash runway — well positioned
Revenue diversification: moderately diversified
Net assets declining over recent filings

Risk Flags

1 business transaction with interested persons
No material diversion or misuse reported
No family/business relationships on board

Indicators derived from IRS Form 990 data. Not financial advice.

Organization Summary

The Sobrato Foundation is a 501(c)(3) nonprofit headquartered in Mountain View, CA, founded in 2004. The organization has held tax-exempt status since 2004. In its 2024 filing, the organization reported $12.6M in total revenue, a 350.7% increase from the prior year, and $11.8M in total expenses. The organization engaged 4 volunteers. Nicole Taylor, Treasurer/CEO of SVCF, is the highest-compensated individual at $1,268,486. The organization runs 1 program, totaling $11.5M in program expenses. 4 of 6 recommended governance policies are in place.

The Sobrato Foundation is classified under NTEE code T190. Its foundation type is 17.

Programs(Tax Year 2024)

1 record

Programs Overview

The Sobrato Foundation operates 1 program, with total program expenses of $11.5M. The Sobrato Foundation's largest program accounts for 100% of total program spending.

1
Program 1Expenses: $11,547,404

General Nonprofit Support: Support for philanthropic and community based organizations

Financial Overview(Tax Years 2019–2024)

6 records

Financial Highlights

Over the past 6 years, The Sobrato Foundation's revenue has grown from $6.3M to $12.6M, a 98.7% increase. Program expenses represent 98% of total spending.

Revenue increased 350.7% year-over-year, while expenses declined 35.4%. net assets rose to $122.7M, up 0.7% from the prior year.

The Sobrato Foundation derives 80% from contributions and grants, with 17% from program services, with 4% from investment income.

Revenue is primarily driven by contributions and grants (80%), with program service revenue at 17% and investment income at 4%.

The Sobrato Foundation allocates 98% to programs, 2% to management and general.

Revenue grew by 350.7% while expenses declined by only 35.4%, suggesting improving operational efficiency.

The Sobrato Foundation distributed $4.1M in grants to other organizations and individuals, representing 35% of total expenses.

Over 6 filings from 2019–2024, The Sobrato Foundation grew revenue from $6.3M to $12.6M (+98.7%) while maintaining a program expense ratio of 98%.

The Sobrato Foundation holds $123.1M in total assets against $413K in liabilities (debt-to-asset ratio of 0%). The organization has 125.1 months of operating reserves. Cash and equivalents of $9.5M cover approximately 9.6 months of expenses.

Revenue

YearTotal RevenueContributionsGov't GrantsProgram RevenueInvestment
2024$12.6M$10.0M$0$2.1M$494K
2023$2.8M$0$0$2.1M$647K
2022$11.7M$8.0M$0$2.1M$1.6M
2021$3.7M$164K$0$73K$3.5M
2020$133.9M$133.3M$0$330K$202K
2019$6.3M$5.0M$0$1.2M$145K

Expenses

YearTotal ExpensesProgramManagementFundraisingGrants Paid
2024$11.8M$11.5M$224K$0$4.1M
2023$18.2M$18.0M$180K$0$10.7M
2022$21.4M$21.2M$213K$0$13.8M
2021$21.2M$21.0M$213K$0$15.4M
2020$8.7M$8.6M$162K$0$4.2M
2019$3.2M$3.2M$60K$0$348K

Program Expense Ratio

98.1%

Admin Expense Ratio

1.9%

Fundraising Efficiency

Operating Reserve

125.1 mo

People & Compensation(Tax Year 2024)

5 records

Compensation Summary

The Sobrato Foundation reported compensation for 5 officers and key employees. Total officer compensation was $1.3M, representing 10.8% of total expenses. 1 individual received total compensation exceeding $500,000.

The Sobrato Foundation's highest-compensated individual received $1.3M in total compensation. Total officer compensation of $1.3M represents 10.8% of total expenses. 1 individual received total compensation exceeding $1,000,000.

NameTitleTypeHours/wkComp from OrgRelated OrgsTotal
Nicole TaylorTreasurer/CEO of SVCF
OfficerDirector
0.50$0$1,177,663$1,268,486
John A SobratoPresident
OfficerDirector
0.50$0$0$0
D ValentineSecretary
Officer
0.50$0$0$0
Caretha ColemanDirector
Director
0.50$0$0$0
Max CuellarDirector
Director
0.50$0$0$0

Compensation Breakdown

Schedule J detail — base, bonus, benefits, and executive perks

Nicole Taylor

Base Salary

Bonus

Other Reportable

Retirement/Deferred

Nontaxable Benefits

Governance & Compliance(Tax Year 2024)

Governance Snapshot

The Sobrato Foundation has 4 of 6 recommended governance policies in place, including conflict of interest, whistleblower, document retention. Its board has 3 members, 2 of whom are independent.

The Sobrato Foundation's financial statements are audited, an audit committee oversees the process.

The Sobrato Foundation delegates management duties to an outside firm.

Policies & Oversight

Conflict of interest policy
Whistleblower policy
Document retention policy
CEO compensation review process
Other officer compensation review
990 provided to governing body
Board members3
Independent members2

Audit & Financial Oversight

Financial statements audited
Independent audit
Audit committee
Federal grant audit required

Insider Transactions(Tax Year 2024)

1 record

Business Transaction

Unknown person35% OWNED ENTITY

Amount: $89,754

Grants Awarded(Tax Year 2024)

1 record

Grantmaking Summary

The Sobrato Foundation awarded $4.1M across 1 grant to organizations. Top recipients include SILICON VALLEY COMMUNITY FOUNDATION (MOUNTAIN VIEW, CA) — $4.1M for general nonprofit support.

Organization Grants

RecipientLocationAmountPurpose
SILICON VALLEY COMMUNITY FOUNDATION205205488MOUNTAIN VIEW, CA$4.1MGeneral Nonprofit Support

Filing History(Tax Years 2004–2024)

6 records

Showing the 6 Form 990 filings currently in our system.

Tax YearFormPeriodRevenueExpensesNet Assets
2024
990
2024-01-01 – 2024-12-31$12.6M$11.8M$122.7M
2023
990
2023-01-01 – 2023-12-31$2.8M$18.2M$121.9M
2022
990
2022-01-01 – 2022-12-31$11.7M$21.4M$136.9M
2021
990
2021-01-01 – 2021-12-31$3.7M$21.2M$151.6M
2020
990
2020-01-01 – 2020-12-31$133.9M$8.7M$162.2M
2019
990
2019-01-01 – 2019-12-31$6.3M$3.2M$39.0M
2004–2018No filings acquired yet

Frequently Asked Questions

What does The Sobrato Foundation do?

THE SOBRATO FOUNDATION SUPPORTS NONPROFITS AND SOCIAL IMPACT ORGANIZATIONS SERVING AT-RISK AND VULNERABLE MEMBERS OF OUR COMMUNITY. THE FOUNDATION ALSO MAKES INVESTMENTS TO SUPPORT PHILANTHROPIC ACTIVITIES RECOMMENDED BY INDIVIDUAL SOBRATO FAMILY MEMBERS.

How much revenue does The Sobrato Foundation have?

The Sobrato Foundation reported $12,581,641 in total revenue for tax year 2024, up 350.7% from the prior year.

Who is the highest-paid executive at The Sobrato Foundation?

Nicole Taylor, Treasurer/CEO of SVCF, received $1,268,486 in total compensation as of tax year 2024.

Is The Sobrato Foundation a 501(c)(3)?

Yes, The Sobrato Foundation is classified as a 501(c)(3) tax-exempt organization.

Where is The Sobrato Foundation located?

The Sobrato Foundation is headquartered in Mountain View, CA 94040.

Is The Sobrato Foundation audited?

Yes, The Sobrato Foundation's financial statements are audited, and the organization has an audit committee.

Does The Sobrato Foundation give grants?

Yes, The Sobrato Foundation distributed $4,100,000 in grants to other organizations and individuals in tax year 2024. Top recipients include SILICON VALLEY COMMUNITY FOUNDATION.

Data Source

Prepared by: Crowe LLP, Plano, TX

IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.

Publicly available IRS data
Verified filing records
Updated quarterly
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