Civic Intelligence

Bernardo Heights Education Foundation

EIN 33-0908488 • 501(c)3 • San Diego, CA

Profile

Provide funds for enrichment of educational program at public middle school.

12990 Paseo LucidoSan Diego, CA 92128

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$24,253

Up $14,028 (+137%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$24,253

Up $14,028 (+137%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin69th percentile

Revenue

Up

$59,348

Up $43,580 (+276%) from 2015

Expenses

Up

$50,898

Up $30,171 (+146%) from 2015

Net Income

Up

$8,450

Up $13,409 (+270%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2014: $15,184Net Assets 2014: $15,1842014Assets 2015: $10,225Net Assets 2015: $10,2252015Assets 2025: $24,253Liabilities 2025: $0Net Assets 2025: $24,2532025

Highlighted filing

2025

Assets$24,253
Liabilities$0
Net Assets$24,253
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $15,736Expenses 2014: $15,106Net Income 2014: $6302014Revenue 2015: $15,768Expenses 2015: $20,727Net Income 2015: -$4,9592015Revenue 2025: $59,348Expenses 2025: $50,898Net Income 2025: $8,4502025

Highlighted filing

2025

Revenue$59,348
Expenses$50,898
Net Income$8,450
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,253
Liabilities
$0
Net assets
$24,253
Revenue
$59,348
Expenses
$50,898
Net income
$8,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$59.3$50.9$8.45
2015Detailed filing. Detailed filing data is available for this year.$10.2$10.2$15.8$20.7$4.96
2014Detailed filing. Detailed filing data is available for this year.$15.2$15.2$15.7$15.1$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$59,348
Mission and Program Overview

Mission

Provide funds for enrichment of educational program at public middle school.

Raise Funds to support school programs that the district doesn't have funding for.

Program Services

DescriptionGrantsExpenses
Campus Improvements. Provided BHMS umbrellas and outdoor enhancements benefitting about 1200 students and staff by improving shaded seating and campus usability$22,575$22,575
PTSA and Student Program Contributions: Contributed to BHMS PTSA and related student programs supporting educational activities, military-connected students, and schoolwide recognition events.$14,650$14,650
Educational and Teacher Support Programs: Fundraised for teacher support, substitute coverage, and appreciation events benefitting roughly 70 staff and the full student body through improved instruction and morale$13,673$13,673
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi HatcherPresident 24-25-$0--
Mary SmithTreasurer 24-25-$0--
Andrea ArrautSecretary 24-25-$0--
Sarah DurantPresident 25-26-$0--
Christina Guarino-WagnerTreasurer 25-26-$0--
Claudia PelayoSecretary 25-26-$0--
Filing and Contact Details

Filer

Filer Name
Bernardo Heights Educational Foundation
EIN
33-0908488
Phone
8584854850
Address
12990 Paseo Lucido, San Diego, CA 92128

Signing Officer

Name
Christina Guarino-Wagner
Title
Treasurer
Phone
8584854850
Signed
2025-11-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Campus Improvements: $22,576 paid to BHMS for the purchase of umbrellas and related campus enhancements.”

Form 990-EZ, Part I, Line 16

“Description;Amount^Employee and Teacher Appreciation and Incentives;2158|Fundraising Costs and Promotion;339|Gifts and Program Support to BHMS;11150|PTSA Donation;14650|Administrative Fees;25^Total;28322^”

Raw XML Appendix178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heidi Hatcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrea Arraut
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Durant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christina Guarino-Wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Claudia Pelayo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President 24-25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer 24-25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary 24-25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President 25-26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer 25-26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary 25-26
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Raise Funds to support school programs that the district doesn't have funding for.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Campus Improvements. Provided BHMS umbrellas and outdoor enhancements benefitting about 1200 students and staff by improving shaded seating and campus usability
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational and Teacher Support Programs: Fundraised for teacher support, substitute coverage, and appreciation events benefitting roughly 70 staff and the full student body through improved instruction and morale
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTSA and Student Program Contributions: Contributed to BHMS PTSA and related student programs supporting educational activities, military-connected students, and schoolwide recognition events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022575
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113673
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt214650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113673
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214650
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IRS990EZ/TotalExpensesAmt050898
IRS990EZ/TotalProgramServiceExpensesAmt050898
IRS990EZ/TotalRevenueAmt059348
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bhmsfoundation.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Our organization receives the majority of its financial support from contributions made by parents, families, and community members through fundraising activities organized in partnership with the Bernardo Heights Educational Foundation. These contributions are used to support educational programs and activities that further our exempt purpose.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023209
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Campus Improvements: $22,576 paid to BHMS for the purchase of umbrellas and related campus enhancements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Employee and Teacher Appreciation and Incentives;2158|Fundraising Costs and Promotion;339|Gifts and Program Support to BHMS;11150|PTSA Donation;14650|Administrative Fees;25^Total;28322^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Guarino-Wagner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08584854850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARDO HEIGHTS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0330908488
ReturnHeader/Filer/PhoneNum08584854850
ReturnHeader/Filer/USAddress/AddressLine1Txt012990 Paseo Lucido
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-12T17:38:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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