Civic Intelligence

The Dahlia School of San Francisco Elementary

EIN 88-1767954 • 501(c)3 • San Francisco, CA

Profile

Operate an equitable montessori elementary school.

1245 4th StreetSan Francisco, CA 94158
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.86x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

1.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$164,860

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.5%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

96%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,010,476

Down $58,618 (-5.5%) from 2023

Liabilities

Down

$872,641

Down $177,498 (-17%) from 2023

Net Assets

Up

$137,835

Up $118,880 (+627%) from 2023

Revenue

Up

$626,768

Up $307,142 (+96%) from 2023

Expenses

Up

$507,888

Up $313,260 (+161%) from 2023

Net Income

Down

$118,880

Down $6,118 (-4.9%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2022: $93,957Liabilities 2022: $200,000Net Assets 2022: -$106,0432022Assets 2023: $1,069,094Liabilities 2023: $1,050,139Net Assets 2023: $18,9552023Assets 2024: $1,010,476Liabilities 2024: $872,641Net Assets 2024: $137,8352024

Highlighted filing

2024

Assets$1,010,476
Liabilities$872,641
Net Assets$137,835

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2022: $15,243Expenses 2022: $121,286Net Income 2022: -$106,0432022Revenue 2023: $319,626Expenses 2023: $194,628Net Income 2023: $124,9982023Revenue 2024: $626,768Expenses 2024: $507,888Net Income 2024: $118,8802024

Highlighted filing

2024

Revenue$626,768
Expenses$507,888
Net Income$118,880

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 1, 2025
Return Version
2024v5.0
Gross Receipts
$626,768
Mission and Program Overview

Mission

Operate an equitable montessori elementary school.

As the only elementary school in the Mission Bay neighborhood, the Dahlia School of San Francisco Elementary aims to create a high quality, equitable, beautiful learning environment. We offer and plan to accept tuition assistance programs as we believe educational opportunities should be available to families in our community regardless of financial means. We are a Spanish-immersion Montessori school. Through the Montessori curriculum, students gain an appreciation for the vastness and richness of the world-and emerge ready to explore their unique place within it. The Montessori Method helps all children become truly capable and productive individuals by focusing on their moral, behavioral, emotional, and intellectual development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$156,907$209,387▲ $52,480
Cash and Non-Interest-Bearing Accounts$56,477$102,849▲ $46,372
Accounts Receivable$6,605$36,863▲ $30,258
Loans From Officers Directors$0$15,693▲ $15,693
Prepaid Expenses and Deferred Charges$0$5,726▲ $5,726
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Total Assets$1,069,094$1,010,476▼ $58,618
Other Assets Total$849,105$655,651▼ $193,454
Liabilities
Other Liabilities$1,049,105$855,651▼ $193,454
Accounts Payable and Accrued Expenses$1,034$1,297▲ $263
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$1,050,139$872,641▼ $177,498
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,955$137,835▲ $118,880
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$18,955$137,835▲ $118,880
Total Liabilities and Net Assets / Fund Balance$1,069,094$1,010,476▼ $58,618

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$209,387$39,538$248,925
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Other Assets Org$655,651--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsey BarnesBoard Fundraising ChairPT$13,828$32,420$46,248
Alejandra TryonSecretaryPT$3,111$161,749$3,111

Board Members and Trustees

NameTitle
Keren Danon-AzariaBoard Chair
Kulia FabelaBoard Community Chair
Sammy NgTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$381,428
Program Service Revenue
$245,318
Investment Income
$0
Other Revenue
$22
All Other Contributions
$381,428
Change in Net Assets
$118,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,574
Salaries, Compensation, and Employee Benefits$206,314
Total Fundraising Expense$11,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$155,822$38,956-$194,778
Other Salaries and Wages$166,041$0$0$166,041
Fees for Services Other$17,026$4,596$2,090$23,712
Depreciation Depletion-$21,958-$21,958
Current Officers, Directors, Trustees, and Key Employees$3,111$6,914$6,914$16,939
Payroll Taxes$11,804$1,475$1,475$14,754
Interest-$12,000-$12,000
Other Employee Benefits$6,864$858$858$8,580
Insurance-$4,832-$4,832
Fees for Services Accounting-$3,705-$3,705
Fees for Services Legal-$3,000-$3,000
Information Technology-$1,856-$1,856
Other Expenses$0$1,402$0$1,402
All Other Expenses$1,096$0$0$1,096
Advertising-$796-$796
Office Expenses-$793-$793
Payments to Affiliates-$545-$545
Total Functional Expenses$390,194$106,357$11,337$507,888
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$15,693▲ $15,693
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$655,651
Wildflower Loan$200,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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

The board reviews the organizations tax filing before they are filed.

Form 990, Part VI, Section B, Line 15

The board of directors vote on the members of the board who are employees of the organization to insure they are paid at market appropriate salaries.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Dahlia School of San Francisco Elementary
EIN
88-1767954
Phone
4153755700
Address
1245 4th Street, San Francisco, CA 94158

Signing Officer

Name
Gina Boggio
Title
Board of Directors
Phone
4158515024
Signed
2025-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Boggio
Formed
2022
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
4
Volunteers
5

Preparer

Firm
Accounting for Creativity
Address
70 Otis St, Somerville, MA 02145
Preparer
Stacey Simon
Phone
6173357300
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IRS990/Form990PartVIISectionAGrp/PersonNm2Sammy Ng
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0106
IRS990/PYOtherExpensesAmt049240
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0212318
IRS990/PYRevenuesLessExpensesAmt0124998
IRS990/PYSalariesCompEmpBnftPaidAmt0145388
IRS990/PYTotalExpensesAmt0194628
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0319626
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0118880
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0350000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0209387
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt039538
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0248925
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0655651
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Right of Use Asset
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1655651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Wildflower Loan
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lease Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0209387
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0655651
IRS990ScheduleD/TotalLiabilityAmt0855651
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school admits students of any race, color, national and ethnic origin to all the rights, privileges, programs and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school administered programs.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt03111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0161749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0143142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Alejandra Tryon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt03111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161749
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board reviews the organizations tax filing before they are filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors vote on the members of the board who are employees of the organization to insure they are paid at market appropriate salaries.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

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