Civic Intelligence

San Ramon Valley Education Foundation

990 • Fiscal year 2023 • EIN 81-3185640

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 16, 2023

Organization Profilebves-srvusd-ca.schoolloop.com
1050 Trumpet Vine LaneSan Ramon, CA 94582

(925) 659-5900

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$170,173

Down $27,632 (-14%) from 2022

Net Assets

Down

$170,173

Down $27,632 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Down

$163,223

Down $37,678 (-19%) from 2022

Expenses

Up

$190,855

Up $21,454 (+13%) from 2022

Net Income

Down

-$27,632

Down $59,132 (-188%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2017: $43,639Liabilities 2017: $0Net Assets 2017: $43,6392017Assets 2018: $81,658Liabilities 2018: $0Net Assets 2018: $81,6582018Assets 2019: $122,123Liabilities 2019: $0Net Assets 2019: $122,1232019Assets 2020: $201,355Liabilities 2020: $0Net Assets 2020: $201,3552020Assets 2021: $166,305Liabilities 2021: $0Net Assets 2021: $166,3052021Assets 2022: $197,805Liabilities 2022: $0Net Assets 2022: $197,8052022Assets 2023: $170,173Liabilities 2023: $0Net Assets 2023: $170,1732023Assets 2024: $189,645Liabilities 2024: $0Net Assets 2024: $189,6452024Assets 2025: $149,883Liabilities 2025: $0Net Assets 2025: $149,8832025

Highlighted filing

2023

Assets$170,173
Liabilities$0
Net Assets$170,173
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $154,047Expenses 2017: $110,408Net Income 2017: $43,6392017Revenue 2018: $229,738Expenses 2018: $190,936Net Income 2018: $38,8022018Revenue 2019: $212,044Expenses 2019: $171,579Net Income 2019: $40,4652019Revenue 2020: $227,827Expenses 2020: $148,595Net Income 2020: $79,2322020Revenue 2021: $148,810Expenses 2021: $183,860Net Income 2021: -$35,0502021Revenue 2022: $200,901Expenses 2022: $169,401Net Income 2022: $31,5002022Revenue 2023: $163,223Expenses 2023: $190,855Net Income 2023: -$27,6322023Revenue 2024: $194,551Expenses 2024: $175,204Net Income 2024: $19,3472024Revenue 2025: $152,497Expenses 2025: $192,259Net Income 2025: -$39,7622025

Highlighted filing

2023

Revenue$163,223
Expenses$190,855
Net Income-$27,632
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 16, 2023
Return Version
2022v5.0
Gross Receipts
$163,610
Mission and Program Overview

Mission

The Bella Vista Education Fund, an affiliate of the San Ramon Valley Education Foundation, is a nonprofit organization is dedicated to raising funds to help maintain, enhance, and provide an excellent education for all children at Bella Vista Elementary School through the efforts and collaboration of the school community, which includes the School Site Council, Parent Teacher Association (PTA) parents, Bella Vista Staff, and the San Ramon community.

The Bella Vista Education Fund, an affiliate of the San Ramon Valley Education Foundation, is a nonprofit organization dedicated to raising funds to help maintain, enhance, and provide an excellent education for all children at Bella Vista Elementary School through the efforts and collaboration of the school community, which includes the School Site Council, Parent Teacher Association (PTA) parents, Bella Vista Staff, and the San Ramon community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,805$170,173▼ $27,632
Savings and Temporary Cash Investments-$0-
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$197,805$170,173▼ $27,632
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$197,805$170,173▼ $27,632
Total Net Assets Fund Balance$197,805$170,173▼ $27,632
Total Liabilities and Net Assets / Fund Balance$197,805$170,173▼ $27,632
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Dipti DagaPresident
Sunil MaddiFuture Fund Director
Phyllis DavisSecretary
Julia BrunnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,610
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-387
All Other Contributions
$145,170
Change in Net Assets
$-27,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,806
Other Expenses$4,049
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,806--$186,806
Insurance-$1,014-$1,014
Fees for Services Accounting-$700-$700
Other Expenses-$550-$550
Office Expenses-$75-$75
Total Functional Expenses$186,806$4,049$0$190,855
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SrvusdDanville, CA-School Support$140,395
Bella Vista Elementary SchoolSan Ramon, CA-School Support$46,411
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$387
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-A-Thon$14,225-$285-
Total Events$14,225-$285$-285
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
Yes
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. The form is then reviewed bythe organization's treasurer and/or board president. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management approves the final return which is then e-filed with the department of the treasury.”

Form 990, Part VI, Section B, Line 12C

“Members of the board of directors review all potential conflicts of interest atleast annually. All personnel and board members are required to disclose annually (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

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 it is available for viewing as an electronic copy) and are also available for a physical inspection at the organization's office in san ramon, california.”

Filing and Contact Details

Filer

Filer Name
Bella Vista Education Fund
EIN
81-3185640
Phone
9256595900
Address
1050 Trumpet Vine Lane, San Ramon, CA 94582

Signing Officer

Name
Julia Brunner
Title
Treasurer
Phone
9256595900
Signed
2023-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dipti Daga
Formed
2016
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
50

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0223462
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014225
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014225
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0285
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014225
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-285
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0285
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IRS990ScheduleI/RecipientTable/CashGrantAmt046411
IRS990ScheduleI/RecipientTable/CashGrantAmt1140395
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1School Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bella Vista Elementary School
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S TREASURER AND/OR BOARD PRESIDENT. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT APPROVES THE FINAL RETURN WHICH IS THEN E-FILED WITH THE DEPARTMENT OF THE TREASURY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST ATLEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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 IT IS AVAILABLE FOR VIEWING AS AN ELECTRONIC COPY) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN SAN RAMON, CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0186806
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0https://bves-srvusd-ca.schoolloop.com
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Brunner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09256595900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLA VISTA EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0813185640
ReturnHeader/Filer/PhoneNum09256595900
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGALIA & ASSOCIATES CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02023-09-16T10:01:45-07:00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,173
Liabilities
$0
Net assets
$170,173
Revenue
$163,223
Expenses
$190,855
Net income
-$27,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.52$1.92$0.40
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.95$1.75$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.63$1.91$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$2.01$1.69$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.49$1.84$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.28$1.49$0.79
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$2.12$1.72$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$2.30$1.91$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.54$1.10$0.44