Nonprofit · EIN 81-3185640
SAN RAMON VALLEY EDUCATION FOUNDATION
Also known as BELLA VISTA ELEM SCHOOL ED FUND
Tax-exempt · SAN RAMON, CA 94582
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $152,497 | $192,259 | -$39,762 | $149,883 | $0 | $149,883 |
| June 30, 2024 | 990 | $194,551 | $175,204 | $19,347 | $189,645 | $0 | $189,645 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $153,361
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$864
- Other revenue
- -$864
Expenses
- Grants and similar amounts paid
- $186,090
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $910
- Program services (functional)
- $187,391
- Management and general (functional)
- $4,868
Balance sheet and other
- Total assets, start of year
- $189,645
- Total assets, end of year
- $149,883
- Total liabilities, end of year
- $0
- Net assets, end of year
- $149,883
- Net assets without donor restrictions
- $149,883
- Gross receipts
- $153,361
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2016
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phyllis Davis | President Trustee or director, Officer | 10 | $0 |
| Mary Sing | Secretary Trustee or director, Officer | 10 | $0 |
| Gabriel Melendres | Treasurer Trustee or director, Officer | 10 | $0 |
| Karen Bradley | Corp Match Trustee or director, Officer | 10 | $0 |
| Renita Singh | Teacher Liaison Trustee or director, Officer | 10 | $0 |
| Ryan Maloney | Principal Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phyllis Davis | President Trustee or director, Officer | 20 | $0 |
| Mary Sing | Secretary Trustee or director, Officer | 20 | $0 |
| Julia Brunner | Treasurer Trustee or director, Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 TRUMPET VINE LN, SAN RAMON, CA 94582-5188
- In care of
- % BELLA VISTA ELEM SCHOOL
- Principal officer (990 for 2024)
- Phyllis Davis, 1050 Trumpet Vine Lane, San Ramon, CA 94582
- Signed the 990
- Gabriel Melendres, Treasurer
- Phone
- (925) 659-5900
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 81-3185640 or by the name SAN RAMON VALLEY EDUCATION FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $187,391 · grants $186,090
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-3185640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 8171: SAN RAMON VALLEY EDUCATION FOUNDATION
- Assets (IRS master file)
- $149,883
- Income (IRS master file)
- $153,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $152,497 | $192,259 | $149,883 | XML |
| 990 | June 2024 | $194,551 | $175,204 | $189,645 | XML |
| 990 | June 2023 | $163,223 | $190,855 | $170,173 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3185640).
Questions about SAN RAMON VALLEY EDUCATION FOUNDATION
- What is the EIN of SAN RAMON VALLEY EDUCATION FOUNDATION?
- The employer identification number (EIN) of SAN RAMON VALLEY EDUCATION FOUNDATION is 81-3185640.
- Is SAN RAMON VALLEY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does SAN RAMON VALLEY EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN RAMON VALLEY EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN RAMON VALLEY EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN RAMON VALLEY EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names Phyllis Davis.
- Who are the officers and directors of SAN RAMON VALLEY EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SAN RAMON VALLEY EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $152,497, expenses of $192,259 and total assets of $149,883 at year end.
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