Civic Intelligence

San Ramon Valley Education Foundation

990EZ • Fiscal year 2017 • EIN 81-3185640

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$43,639

No earlier filing loaded for comparison.

Net Assets

$43,639

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

$154,047

No earlier filing loaded for comparison.

Expenses

$110,408

No earlier filing loaded for comparison.

Net Income

$43,639

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets$43,639
Liabilities$0
Net Assets$43,639
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$154,047
Expenses$110,408
Net Income$43,639
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$155,163
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 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.

Program Services

DescriptionGrantsExpenses
Through family and corporate donations, Bella Vista Education Fund was able to help fund Technology, Music, Field Trips and General Education for the students at Bella Vista Elementary School.$105,706$105,706
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Archana ArunkumarPresidentPT$0--
Lihue GuVice PresidentPT$0--
Srinivas VuraSecretaryPT$0--
Partha MitraRegistration-$0--
Maria KapusSponsorship-$0--
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
Archana Arunkumar
Title
President
Signed
2018-05-15
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Technology/Other Programs | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $19683”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Music Program | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $8000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: Field Trips | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $24394”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: Teacher Salaries | Donee's Name: SRVUSD | Donee's Address: 1050 Trumpet Vine Lane Danville CA 94526 | Relationship of Donee: Elementary School | Cash Amount Given: $37834”

Grants and Similar Amounts Paid In Excess of $5,000.5

“Class of Activity: Music Program | Donee's Name: SRVUSD | Donee's Address: 1050 Trumpet Vine Lane Danville CA 94526 | Relationship of Donee: Elementary School | Cash Amount Given: $15795”

Other Expenses.1

“Bank & Service Fees $4702”

Raw XML Appendix138 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 Ramon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Archana Arunkumar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lihue Gu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Srinivas Vura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Partha Mitra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maria Kapus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Registration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sponsorship
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04702
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Through family and corporate donations, Bella Vista Education Fund was able to help fund Technology, Music, Field Trips and General Education for the students at Bella Vista Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0105706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105706
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt01116
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Technology/Other Programs | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $19683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Music Program | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Field Trips | Donee's Name: Bella Vista Elementary School | Donee's Address: 1050 Trumpet Vine Lane San Ramon CA 94582 | Relationship of Donee: Elementary School | Cash Amount Given: $24394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: Teacher Salaries | Donee's Name: SRVUSD | Donee's Address: 1050 Trumpet Vine Lane Danville CA 94526 | Relationship of Donee: Elementary School | Cash Amount Given: $37834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class of Activity: Music Program | Donee's Name: SRVUSD | Donee's Address: 1050 Trumpet Vine Lane Danville CA 94526 | Relationship of Donee: Elementary School | Cash Amount Given: $15795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank & Service Fees $4702
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Archana Arunkumar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLA VISTA EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0813185640
ReturnHeader/Filer/PhoneNum09256595900
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Trumpet Vine Lane
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/ReturnTs02018-05-15T09:25:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,639
Liabilities
$0
Net assets
$43,639
Revenue
$154,047
Expenses
$110,408
Net income
$43,639
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