Civic Intelligence

Beverly Hills Education Foundation

EIN 95-3625879 • 501(c)3 • Beverly Hills, CA

Profile

The beverly hills education foundation (bhef) was established in 1978 by concerned parents and community leaders. The first of its kind, bhef has become a national model for more than 500 school districts throughout the united states. Bhef works diligently so that our children can have the kinds of quality programming and exceptional teachers that have been the hallmark of a beverly hills public school education.

Refreshing map…

624 N Rexford DriveBeverly Hills, CA 90210

www.bhef.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-7.3%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$54,750

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

55th percentile

5.5%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$4,472,783

Up $511,114 (+13%) from 2023

Liabilities

Down

$2,006

Down $120,396 (-98%) from 2023

Net Assets

Up

$4,470,777

Up $631,510 (+16%) from 2023

Revenue

Up

$656,215

Up $201,940 (+44%) from 2023

Expenses

Down

$704,186

Down $346,968 (-33%) from 2023

Net Income

Up

-$47,971

Up $548,908 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,597,177Liabilities 2011: $924,950Net Assets 2011: $3,672,2272011Assets 2012: $4,192,830Liabilities 2012: $921,725Net Assets 2012: $3,271,1052012Assets 2013: $4,319,763Liabilities 2013: $735,806Net Assets 2013: $3,583,9572013Assets 2014: $4,403,043Liabilities 2014: $479,956Net Assets 2014: $3,923,0872014Assets 2015: $4,273,602Liabilities 2015: $406,299Net Assets 2015: $3,867,3032015Assets 2016: $4,492,978Liabilities 2016: $64,626Net Assets 2016: $4,428,3522016Assets 2017: $5,185,052Liabilities 2017: $391,952Net Assets 2017: $4,793,1002017Assets 2018: $5,072,079Liabilities 2018: $151,985Net Assets 2018: $4,920,0942018Assets 2019: $4,816,839Liabilities 2019: $950Net Assets 2019: $4,815,8892019Assets 2020: $4,326,052Liabilities 2020: $57,878Net Assets 2020: $4,268,1742020Assets 2021: $5,153,177Liabilities 2021: $179,538Net Assets 2021: $4,973,6392021Assets 2022: $4,289,555Liabilities 2022: $105,063Net Assets 2022: $4,184,4922022Assets 2023: $3,961,669Liabilities 2023: $122,402Net Assets 2023: $3,839,2672023Assets 2025: $4,472,783Liabilities 2025: $2,006Net Assets 2025: $4,470,7772025

Highlighted filing

2025

Assets$4,472,783
Liabilities$2,006
Net Assets$4,470,777

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,878,362Expenses 2011: $2,250,164Net Income 2011: -$371,8022011Revenue 2012: $1,057,826Expenses 2012: $1,271,583Net Income 2012: -$213,7572012Revenue 2013: $1,771,423Expenses 2013: $1,834,743Net Income 2013: -$63,3202013Revenue 2014: $1,401,316Expenses 2014: $1,552,649Net Income 2014: -$151,3332014Revenue 2015: $1,000,528Expenses 2015: $992,303Net Income 2015: $8,2252015Revenue 2016: $788,002Expenses 2016: $739,790Net Income 2016: $48,2122016Revenue 2017: $793,194Expenses 2017: $857,842Net Income 2017: -$64,6482017Revenue 2018: $756,617Expenses 2018: $881,679Net Income 2018: -$125,0622018Revenue 2019: $814,706Expenses 2019: $1,071,076Net Income 2019: -$256,3702019Revenue 2020: $425,063Expenses 2020: $903,385Net Income 2020: -$478,3222020Revenue 2021: $431,595Expenses 2021: $736,374Net Income 2021: -$304,7792021Revenue 2022: $497,821Expenses 2022: $689,663Net Income 2022: -$191,8422022Revenue 2023: $454,275Expenses 2023: $1,051,154Net Income 2023: -$596,8792023Revenue 2025: $656,215Expenses 2025: $704,186Net Income 2025: -$47,9712025

Highlighted filing

2025

Revenue$656,215
Expenses$704,186
Net Income-$47,971

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.00$4.47$0.66$0.70$0.05
2023Summary only. Only limited summary data is available for this year.$3.96$0.12$3.84$0.45$1.05$0.60
2022Summary only. Only limited summary data is available for this year.$4.29$0.11$4.18$0.50$0.69$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.18$4.97$0.43$0.74$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.06$4.27$0.43$0.90$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$0.81$1.07$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.15$4.92$0.76$0.88$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.39$4.79$0.79$0.86$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.06$4.43$0.79$0.74$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.27$0.41$3.87$1.00$0.99$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.48$3.92$1.40$1.55$0.15
2013Summary only. Only limited summary data is available for this year.$4.32$0.74$3.58$1.77$1.83$0.06
2012Summary only. Only limited summary data is available for this year.$4.19$0.92$3.27$1.06$1.27$0.21
2011Summary only. Only limited summary data is available for this year.$4.60$0.92$3.67$1.88$2.25$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$717,678
Mission and Program Overview

Mission

The beverly hills education foundation (bhef) was established in 1978 by concerned parents and community leaders. The first of its kind, bhef has become a national model for more than 500 school districts throughout the united states. Bhef works diligently so that our children can have the kinds of quality programming and exceptional teachers that have been the hallmark of a beverly hills public school education.

The mission of the beverly hills education foundation (bhef) is to elevate, supplement and enrich public school educational excellence in beverly hills by investing in people and opportunities that inspire learning, enrich teaching, promote innovation, and reward academic achievement for all students in tk-12th grade throughout beverly hills unified school district (bhusd).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,993,527$4,311,772▲ $318,245
Cash and Non-Interest-Bearing Accounts$245,146$155,744▼ $89,402
Land, Buildings, and Equipment, Net$999$5,267▲ $4,268
Accounts Receivable$600--
Total Assets$4,240,272$4,472,783▲ $232,511
Liabilities
Accounts Payable and Accrued Expenses$64,746$2,006▼ $62,740
Total Liabilities$64,746$2,006▼ $62,740
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,993,527$4,311,772▲ $318,245
Net Assets Without Donor Restrictions$181,999$159,005▼ $22,994
Total Net Assets Fund Balance$4,175,526$4,470,777▲ $295,251
Total Liabilities and Net Assets / Fund Balance$4,240,272$4,472,783▲ $232,511

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,267$7,348$7,383
Leasehold Improvements-$4,960-
Other Securities$153,701--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,993,527-▲ $377,198$46,655$4,311,772
2023$3,772,758-▲ $283,492$50,977$3,993,527
2022$4,041,894-▲ $283,052$539,535$3,772,758
2021$4,909,982-▼ $551,973$302,530$4,041,894
2020$4,143,406-▲ $1,065,307$289,653$4,909,982
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tiffany DavisDiector of OPT$54,750$54,750

Board Members and Trustees

NameTitle
Tina WienerPresident
Azy FarahmandDirector
Becky KershmanDirector
Dela RonenDirector
Donna GillmanDirector
Ellie YadegarDirector
Fred FarahmandDirector
Hayden AdamsDirector
Isack FadlonDirector
Jenn PedersenDirector
Leah YadegarDirector
Rose KaisermanDirector
Sophia RumanesDirector
Hilla CarrelSecretary
Lee EgermanTreasurer
Jill EgermanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$633,123
Program Service Revenue
$0
Investment Income
$23,092
Other Revenue
$0
All Other Contributions
$360,053
Change in Net Assets
$-47,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$661,405
Total Fundraising Expense$77,412
Salaries, Compensation, and Employee Benefits$42,781
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other--$54,750$54,750
Other Salaries and Wages-$39,153-$39,153
Fees for Services Accounting-$13,329-$13,329
Advertising--$12,005$12,005
Insurance$2,030$4,061$4,061$10,152
Payroll Taxes-$3,628-$3,628
Information Technology$684$1,367$1,367$3,418
All Other Expenses$250$2,243$498$2,991
Other Expenses$1,875$981$981$1,962
Depreciation Depletion-$718-$718
Total Functional Expenses$557,544$69,230$77,412$704,186
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$61,463
Fundraising Gross Income$61,463
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Compaign$299,533$61,463$61,463$0
Total Events$299,533$61,463$61,463-
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
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The tax return was prepared by certified public accountant who forwards a draft of the return to the members of the executive board for review before the return is filed.

Form 990, Page 6, Part VI, Line 12C

The organization regularly and consistently monitors and enforces the compliance with the conflict of interest policy. The organization distributes conflict of interest questionnaire to complete by all board members on an annual basis, requires any director, principal officer, or member of a committee with governing board delegated powers, who has direct or indirect financial interest to disclose the existence of the financial interest. The governing board or committee shall determine whether a conflict of interest exists, whether the organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If the governing board or committee has reasonable cause to believe a member has failed to disclose, it will investigate, take appropriate disciplinary and corrective action if necessary.

Form 990, Page 6, Part VI, Line 15A

The board of directors discuss and determine compensation once a year at the executive board meeting.

Form 990, Page 6, Part VI, Line 15B

The board of directors discuss and determine compensation once a year at the executive board meeting.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Beverly Hills Education Foundation
EIN
95-3625879
Phone
3105570651
Address
624 N REXFORD DRIVE, BEVERLY HILLS, CA 90210

Signing Officer

Name
Tina Wiener
Title
President
Phone
3105570651
Signed
2025-11-11

Organization Details

Principal Officer
Tina Wiener
Formed
1978
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
30

Preparer

Firm
Boroda Holm a Professional Corporation
Address
15760 VENTURA BLVD 1030, ENCINO, CA 91436-3020
Preparer
Quan Holm
Phone
8189059550
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the beverly hills education foundation (bhef) is to elevate, supplement and enrich public school educational excellence in beverly hills by investing in people and opportunities that inspire learning, enrich teaching, promote innovation, and reward academic achievement for all students in tk-12th grade throughout beverly hills unified school district (bhusd).

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The foundation supplements the beverly hills unified school district resources in the development of imaginative and creative teaching techniques as well as improvement of general instruction in the local public school.

Raw XML AppendixShowing 400 of 495 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/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDE
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IRS990/MissionDesc0THE MISSION OF THE BEVERLY HILLS EDUCATION FOUNDATION (BHEF) IS TO ELEVATE, SUPPLEMENT AND ENRICH PUBLIC SCHOOL EDUCATIONAL EXCELLENCE IN BEVERLY HILLS BY INVESTING IN PEOPLE AND OPPORTUNITIES THAT INSPIRE LEARNING, ENRICH TEACHING, PROMOTE INNOVATION, AND REWARD ACADEMIC ACHIEVEMENT FOR ALL STUDENTS IN TK-12TH GRADE THROUGHOUT BEVERLY HILLS UNIFIED SCHOOL DISTRICT (BHUSD).
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CALI. COMM. FOUNDATION POOL BHEF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CALI. COMM. FOUNDATION POOL SJSF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CALI. COMM. FOUNDATION POOL DHS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPLEMENTS THE BEVERLY HILLS UNIFIED SCHOOL DISTRICT RESOURCES IN THE DEVELOPMENT OF IMAGINATIVE AND CREATIVE TEACHING TECHNIQUES AS WELL AS IMPROVEMENT OF GENERAL INSTRUCTION IN THE LOCAL PUBLIC SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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