Civic Intelligence

Bella Vista Education Fund

EIN 81-3185640 • 501(c)3 • San Ramon, CA

Profile

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.

1050 Trumpet Vine LaneSan Ramon, CA 94582

bves-srvusd-ca.schoolloop.com

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

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

-6.2%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

47th percentile

-3.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$149,883

Down $39,762 (-21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$149,883

Down $39,762 (-21%) from 2024

Revenue

Down

$152,497

Down $42,054 (-22%) from 2024

Expenses

Up

$192,259

Up $17,055 (+9.7%) from 2024

Net Income

Down

-$39,762

Down $59,109 (-306%) from 2024

Trend Graphs

Balance Sheet Trend

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

$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

2025

Assets$149,883
Liabilities$0
Net Assets$149,883

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$152,497
Expenses$192,259
Net Income-$39,762

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$153,361
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$189,645$149,883▼ $39,762
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$189,645$149,883▼ $39,762
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,645$149,883▼ $39,762
Total Net Assets Fund Balance$189,645$149,883▼ $39,762
Total Liabilities and Net Assets / Fund Balance$189,645$149,883▼ $39,762
Compensation and Service Providers

Board Members and Trustees

NameTitle
Phyllis DavisPresident
Karen BradleyCorp Match
Ryan MaloneyPrincipal
Mary SingSecretary
Renita SinghTeacher Liaison
Gabriel MelendresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$153,361
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-864
All Other Contributions
$118,606
Change in Net Assets
$-39,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,090
Other Expenses$6,169
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,090--$186,090
Office Expenses-$1,069-$1,069
Insurance-$1,014-$1,014
Fees for Services Accounting-$910-$910
Other Expenses$202$500-$202
All Other Expenses$100--$100
Total Functional Expenses$187,391$4,868$0$192,259
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SrvusdDanville, CA-School Support$146,786
Bella Vista Elementary SchoolSan Ramon, CA-School Support$39,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$864
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$16,746---
Read-A-Thon$9,104-$250-
Total Events$32,588-$607$-607
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
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
Gabriel Melendres
Title
Treasurer
Phone
9256595900
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Davis
Formed
2016
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
50

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03440
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03440
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0932476
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0206789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0223832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0184884
IRS990ScheduleA/Total509Grp/TotalAmt0932476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0206789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0223832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0184884
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0932476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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/ExplanationTxt0Bella Vista Education Fund contributed $999 to the local YES on Q Parcel Tax Campaign.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV - Additional Information
IRS990ScheduleC/TotalLobbyingExpendituresAmt0999
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032588
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016746
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09104
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06738
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0607
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Read-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032588
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-607
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0357
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt039304
IRS990ScheduleI/RecipientTable/CashGrantAmt1146786
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1School Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bella Vista Elementary School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SRVUSD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01050 Trumpet Vine Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1699 Old Orchard Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Ramon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Danville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094582
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194526
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0189645
IRS990/TotalAssetsEOYAmt0149883
IRS990/TotalAssetsGrp/BOYAmt0189645
IRS990/TotalAssetsGrp/EOYAmt0149883
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0153361
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187391
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192259
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0189645
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0149883
IRS990/TotalProgramServiceExpensesAmt0187391
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-250

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