Civic Intelligence

Bollinger Canyon Education Trust

990 • Fiscal year 2016 • EIN 68-0413690

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 04, 2016

Organization Profilewww.bes.srvusd.k12.ca.us/ed-fund
2300 Talavera DriveSan Ramon, CA 94583

(925) 922-0787

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

135%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$195,855

Up $112,462 (+135%) from 2015

Net Assets

Up

$195,855

Up $112,462 (+135%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$208,723

Up $75,373 (+57%) from 2015

Expenses

Down

$133,595

Down $16,362 (-11%) from 2015

Net Income

Up

$75,128

Up $91,735 (+552%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $112,273Liabilities 2011: $0Net Assets 2011: $112,2732011Assets 2012: $76,528Liabilities 2012: $0Net Assets 2012: $76,5282012Assets 2013: $109,254Liabilities 2013: $0Net Assets 2013: $109,2542013Assets 2014: $106,929Liabilities 2014: $0Net Assets 2014: $106,9292014Assets 2015: $83,393Liabilities 2015: $0Net Assets 2015: $83,3932015Assets 2016: $195,855Liabilities 2016: $0Net Assets 2016: $195,8552016Assets 2017: $145,913Liabilities 2017: $0Net Assets 2017: $145,9132017Assets 2018: $167,724Liabilities 2018: $0Net Assets 2018: $167,7242018Assets 2019: $166,934Liabilities 2019: $0Net Assets 2019: $166,9342019Assets 2020: $216,807Liabilities 2020: $0Net Assets 2020: $216,8072020Assets 2021: $169,568Liabilities 2021: $0Net Assets 2021: $169,5682021Assets 2022: $273,358Liabilities 2022: $0Net Assets 2022: $273,3582022Assets 2023: $323,478Net Assets 2023: $323,4782023Assets 2024: $345,841Liabilities 2024: $0Net Assets 2024: $345,8412024Assets 2025: $329,924Liabilities 2025: $0Net Assets 2025: $329,9242025

Highlighted filing

2016

Assets$195,855
Liabilities$0
Net Assets$195,855
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $157,886Expenses 2011: $129,929Net Income 2011: $27,9572011Revenue 2012: $136,788Expenses 2012: $172,533Net Income 2012: -$35,7452012Expenses 2013: $158,9162013Revenue 2014: $154,951Expenses 2014: $157,276Net Income 2014: -$2,3252014Revenue 2015: $133,350Expenses 2015: $149,957Net Income 2015: -$16,6072015Revenue 2016: $208,723Expenses 2016: $133,595Net Income 2016: $75,1282016Revenue 2017: $185,387Expenses 2017: $238,330Net Income 2017: -$52,9432017Revenue 2018: $207,803Expenses 2018: $185,992Net Income 2018: $21,8112018Revenue 2019: $196,268Expenses 2019: $197,058Net Income 2019: -$7902019Revenue 2020: $183,972Expenses 2020: $134,099Net Income 2020: $49,8732020Revenue 2021: $96,732Expenses 2021: $143,971Net Income 2021: -$47,2392021Revenue 2022: $187,128Expenses 2022: $83,338Net Income 2022: $103,7902022Revenue 2023: $170,644Expenses 2023: $120,524Net Income 2023: $50,1202023Revenue 2024: $192,252Expenses 2024: $169,889Net Income 2024: $22,3632024Revenue 2025: $224,138Expenses 2025: $240,055Net Income 2025: -$15,9172025

Highlighted filing

2016

Revenue$208,723
Expenses$133,595
Net Income$75,128
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 4, 2016
Return Version
2015v2.1
Gross Receipts
$208,723
Mission and Program Overview

Mission

Enhance education of 500+ students at bollinger canyon elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$94,283$169,395▲ $75,112
Savings and Temporary Cash Investments$26,444$26,460▲ $16
Total Assets$120,727$195,855▲ $75,128
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$120,727$195,855▲ $75,128
Total Net Assets Fund Balance$120,727$195,855▲ $75,128
Total Liabilities and Net Assets / Fund Balance$120,727$195,855▲ $75,128
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Tom PiggottPresident
Debbie CagleDirector
Melissa CohenDirector
Michele LudwigDirector
Reina FoglemanDirector
Rick LeibowitzDirector
Shawn WellsDirector
Stacy PetersonDirector
Suzy KasadDirector
Steve TurnbowFinancial Secretary
Michelle DoonerSecretary
Adam MeidbergTreasurer
Taylor MurphyVP
Revenue and Support

Revenue Composition

Contributions and Grants
$106,047
Program Service Revenue
$0
Investment Income
$16
Other Revenue
$102,660
All Other Contributions
$106,047
Change in Net Assets
$75,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,642
Other Expenses$5,953
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,642--$127,642
Other Expenses$4,255$0$0$4,255
Fees for Services Accounting$400$400$0$800
Insurance$0$746$0$746
Office Expenses$76$76$0$152
Total Functional Expenses$132,373$1,222$0$133,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Valley USDDanville, CA115See Description in Part III$126,316
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,660
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$91,122$91,122-$91,122
Total Events$102,660$102,660-$102,660
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Bollinger Canyon Education Trust
EIN
68-0413690
Phone
9259220787
Address
2300 Talavera Drive, San Ramon, CA 94583

Signing Officer

Name
Adam Meidberg
Title
Treasurer
Phone
9259220787
Signed
2016-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Meidberg
Formed
1998
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
30

Preparer

Firm
Laura A Nathlich CPA
Address
2415 San Ramon Valley Blvd St 4-403, San Ramon, CA 94583
Preparer
Laura a Nathlich
Phone
9254875947
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“Board minutes are prepared for the governing board. There are no other committees which have authority to make decisions for the governing body or management.”

Pt VI, Line 11B

“The organization's treasurer and president review a draft of form 990. Once finalized, form 990 is made available for all board members.”

Pt VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization reserves the right to charge a reasonable fee to cover the cost of duplication and mailing.”

Raw XML Appendix379 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MINUTES ARE PREPARED FOR THE GOVERNING BOARD. THERE ARE NO OTHER COMMITTEES WHICH HAVE AUTHORITY TO MAKE DECISIONS FOR THE GOVERNING BODY OR MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S TREASURER AND PRESIDENT REVIEW A DRAFT OF FORM 990. ONCE FINALIZED, FORM 990 IS MADE AVAILABLE FOR ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION RESERVES THE RIGHT TO CHARGE A REASONABLE FEE TO COVER THE COST OF DUPLICATION AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN RAMON VALLEY EDUCATION FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942853998
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1463
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN RAMON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094583
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0120727
IRS990/TotalAssetsEOYAmt0195855
IRS990/TotalAssetsGrp/BOYAmt0120727
IRS990/TotalAssetsGrp/EOYAmt0195855
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106047
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132373
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133595
IRS990/TotalGrossUBIAmt016
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120727
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195855
IRS990/TotalProgramServiceExpensesAmt0132373
IRS990/TotalRevenueGrp/ExclusionAmt0102660
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0120727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0195855
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0120727
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0195855
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0same as above
IRS990/USAddress/CityNm0San Ramon
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094583
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.bes.srvusd.k12.ca.us/ed-fund
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM MEIDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259220787
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bollinger Canyon Education Trust
ReturnHeader/Filer/BusinessNameControlTxt0BOLL
ReturnHeader/Filer/EIN0680413690
ReturnHeader/Filer/PhoneNum09259220787
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 Talavera Drive
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura A Nathlich CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02415 San Ramon Valley Blvd St 4-403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09254875947
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A NATHLICH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-05T14:11:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,855
Liabilities
$0
Net assets
$195,855
Revenue
$208,723
Expenses
$133,595
Net income
$75,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$2.24$2.40$0.16
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.92$1.70$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.23$3.23$1.71$1.21$0.50
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.87$0.83$1.04
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.97$1.44$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.84$1.34$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.96$1.97$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$2.08$1.86$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.85$2.38$0.53
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$2.09$1.34$0.75
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.33$1.50$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.55$1.57$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.59
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$1.37$1.73$0.36
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$1.58$1.30$0.28