Civic Intelligence

Monte Vista Academic Boosters

990 • Fiscal year 2024 • EIN 68-0260241

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

3131 Stone Valley RoadDanville, CA 94526

(925) 552-2800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.9%

Higher net margin than 54% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

4.6%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.5%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$637,230

Up $28,281 (+4.6%) from 2023

Net Assets

Up

$637,230

Up $29,958 (+4.9%) from 2023

Liabilities

Down

$0

Down $1,677 (-100%) from 2023

Revenue

Up

$431,588

Up $6,312 (+1.5%) from 2023

Expenses

Down

$401,630

Down $25,102 (-5.9%) from 2023

Net Income

Up

$29,958

Up $31,414 (+2158%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $482,749Liabilities 2011: $0Net Assets 2011: $482,7492011Assets 2012: $581,712Liabilities 2012: $0Net Assets 2012: $581,7122012Assets 2013: $518,665Liabilities 2013: $0Net Assets 2013: $518,6652013Assets 2014: $524,297Liabilities 2014: $0Net Assets 2014: $524,2972014Assets 2015: $572,382Liabilities 2015: $0Net Assets 2015: $572,3822015Assets 2016: $529,418Liabilities 2016: $0Net Assets 2016: $529,4182016Assets 2017: $491,850Liabilities 2017: $0Net Assets 2017: $491,8502017Assets 2018: $402,008Liabilities 2018: $350Net Assets 2018: $401,6582018Assets 2019: $517,933Liabilities 2019: $1,676Net Assets 2019: $516,2572019Assets 2020: $545,372Liabilities 2020: $1,676Net Assets 2020: $543,6962020Assets 2021: $568,527Liabilities 2021: $1,676Net Assets 2021: $566,8512021Assets 2022: $610,404Liabilities 2022: $1,676Net Assets 2022: $608,7282022Assets 2023: $608,949Liabilities 2023: $1,677Net Assets 2023: $607,2722023Assets 2024: $637,230Liabilities 2024: $0Net Assets 2024: $637,2302024Assets 2025: $638,536Liabilities 2025: $0Net Assets 2025: $638,5362025

Highlighted filing

2024

Assets$637,230
Liabilities$0
Net Assets$637,230

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $307,132Expenses 2011: $275,092Net Income 2011: $32,0402011Revenue 2012: $305,448Expenses 2012: $206,485Net Income 2012: $98,9632012Revenue 2013: $305,804Expenses 2013: $368,851Net Income 2013: -$63,0472013Revenue 2014: $346,570Expenses 2014: $340,938Net Income 2014: $5,6322014Revenue 2015: $355,253Expenses 2015: $307,169Net Income 2015: $48,0842015Revenue 2016: $307,107Expenses 2016: $350,071Net Income 2016: -$42,9642016Revenue 2017: $352,243Expenses 2017: $389,811Net Income 2017: -$37,5682017Revenue 2018: $350,295Expenses 2018: $440,742Net Income 2018: -$90,4472018Revenue 2019: $489,555Expenses 2019: $374,956Net Income 2019: $114,5992019Revenue 2020: $429,658Expenses 2020: $402,219Net Income 2020: $27,4392020Revenue 2021: $377,621Expenses 2021: $354,466Net Income 2021: $23,1552021Revenue 2022: $449,561Expenses 2022: $407,685Net Income 2022: $41,8762022Revenue 2023: $425,276Expenses 2023: $426,732Net Income 2023: -$1,4562023Revenue 2024: $431,588Expenses 2024: $401,630Net Income 2024: $29,9582024Revenue 2025: $482,008Expenses 2025: $480,702Net Income 2025: $1,3062025

Highlighted filing

2024

Revenue$431,588
Expenses$401,630
Net Income$29,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$431,588
Mission and Program Overview

Mission

Provides academic enrichment programs

Provides academic enrichment programs to promote a superior academic environment for the students of monte vista highschool, to recognize academic achievment within the student body.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$146,181$625,940▲ $479,759
Cash and Non-Interest-Bearing Accounts$462,768$11,290▼ $451,478
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$608,949$637,230▲ $28,281
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,677--
Total Liabilities$1,677$0▼ $1,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$607,272$637,230▲ $29,958
Total Net Assets Fund Balance$607,272$637,230▲ $29,958
Total Liabilities and Net Assets / Fund Balance$608,949$637,230▲ $28,281
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jen LindsayCo-President
Lisa GrossCo-President
Erika GoldsteinVice President
Pinky KeswaniAsst. Treasurer
Rosanna LaiClasses/Testing
Amy GratteauCorporate Match
Elizabeth YuanCorporate Match
Juliet HaloulosSecretary
Cristin SanchezTreasurer
Alyson ManfreWays & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$404,145
Program Service Revenue
$18,087
Investment Income
$9,356
Other Revenue
$0
All Other Contributions
$404,145
Change in Net Assets
$29,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$392,927
Other Expenses$8,703
Total Fundraising Expense$847
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$392,927--$392,927
Insurance-$1,386-$1,386
Fees for Services Accounting-$1,080-$1,080
All Other Expenses$114$949-$1,063
Other Expenses$2,236$550$847$550
Information Technology-$297-$297
Conferences and Meetings$245--$245
Total Functional Expenses$395,522$5,261$847$401,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Unified School DisDanville, CA-Class Sections/Counselor$392,927
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by an outside tax professional. After it is prepared, the final version of the tax return is provided to all members of the organization's voting body. A representative authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Section C, Line 19

ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE they are AVAILABLE FOR VIEWING AS ELECTRONIC COPIES)

Filing and Contact Details

Filer

Filer Name
Monte Vista Academic Boosters
EIN
68-0260241
Phone
9255522800
Address
3131 Stone Valley Road, Danville, CA 94526

Signing Officer

Name
Maria Bobina
Title
Treasurer
Phone
9255522800
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gross
Formed
1991
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Regalia & Associates CPAS
Address
103 Town and Country Drive Suite K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lisa Gross
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Class/Testing Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018087
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED CLASSES FOR SAT AND ACT TESTING AND COLLEGE ESSAY PREAPARATION, HONOR ROLL AWARDS, STAMPEDE DAY AND COLLEGE NIGHT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02595
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt018087
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0414600
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0416328
IRS990/PYInvestmentIncomeAmt0154
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010404
IRS990/PYProgramServiceRevenueAmt010522
IRS990/PYRevenuesLessExpensesAmt0-1456
IRS990/PYTotalExpensesAmt0426732
IRS990/PYTotalRevenueAmt0425276
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029958
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146181
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0625940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0404145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0414600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0441247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0368800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0412435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02041227
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01972
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011854
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99420
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt02041227
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0404145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0414600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0441247
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0368800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0412435
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02041227
IRS990ScheduleA/TotalSupportAmt02053081
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt0999
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Monte Vista Academic Boosters Contributed $999 to the local YES on E and F Parcel Tax Campaign.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV - Additional Information
IRS990ScheduleC/TotalLobbyingExpendituresAmt0999
IRS990ScheduleC/VolunteersInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0392927
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Class Sections/Counselor
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0San Ramon Unified School Dis
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0699 Old Orchard Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Danville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094526
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. AFTER IT IS PREPARED, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE they are AVAILABLE FOR VIEWING AS ELECTRONIC COPIES)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0608949
IRS990/TotalAssetsEOYAmt0637230
IRS990/TotalAssetsGrp/BOYAmt0608949
IRS990/TotalAssetsGrp/EOYAmt0637230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0404145
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0847
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05261
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0395522
IRS990/TotalFunctionalExpensesGrp/TotalAmt0401630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01677
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01677
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0607272
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0637230
IRS990/TotalProgramServiceExpensesAmt0395522
IRS990/TotalProgramServiceRevenueAmt018087

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$4.82$4.81$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$4.32$4.02$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.02$6.07$4.25$4.27$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.02$6.09$4.50$4.08$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.02$5.67$3.78$3.54$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.02$5.44$4.30$4.02$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.02$5.16$4.90$3.75$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$3.50$4.41$0.90
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.00$4.92$3.52$3.90$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$3.07$3.50$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$3.55$3.07$0.48
2014Summary only. Only limited summary data is available for this year.$5.24$0.00$5.24$3.47$3.41$0.06
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$3.06$3.69$0.63
2012Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$3.05$2.06$0.99
2011Summary only. Only limited summary data is available for this year.$4.83$0.00$4.83$3.07$2.75$0.32