Nonprofit · EIN 83-2591755
BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION
Tax-exempt · BIG BEAR LAKE, CA 92315
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $141,267 | $78,398 | $62,869 | $4,015,858 | $0 | $4,015,858 |
| June 30, 2024 | 990 | $140,589 | $172,488 | -$31,899 | $3,952,989 | $0 | $3,952,989 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $75,000
- Program service revenue
- $0
- Investment income
- $66,267
- Net gain from sales of assets
- $796
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $971
- Depreciation
- $3,189
- Program services (functional)
- $75,855
- Management and general (functional)
- $2,543
Balance sheet and other
- Total assets, start of year
- $3,952,989
- Total assets, end of year
- $4,015,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,015,858
- Land, buildings and equipment
- $2,918,129
- Net assets without donor restrictions
- $3,515,858
- Net assets with donor restrictions
- $500,000
- Gross receipts
- $298,079
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2018
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Manuel Marquez | Director Trustee or director, Officer | 2 | $0 | $216,075 | $52,449 |
| Jessica Rawlings | CFO Trustee or director, Officer | 2 | $0 | $164,619 | $36,162 |
| Jack Roberts | Director Trustee or director | 2 | $0 | $2,520 | $1,910 |
| Stephen Foulkes | President Trustee or director, Officer | 2 | $0 | $2,520 | $1,910 |
| Ronald Peavy | Director Trustee or director | 2 | $0 | $0 | $0 |
| David Lawrence | Director Trustee or director | 2 | $0 | $0 | $0 |
| James Miller | Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Margaret Suzuki | Director Trustee or director, Officer | 2 | $0 | $240,934 | $76,748 |
| Linda Rosado | CFO Trustee or director, Officer | 2 | $0 | $188,784 | $89,253 |
| Jack Roberts | Director Trustee or director | 2 | $0 | $2,520 | $1,957 |
| Stephen Foulkes | President Trustee or director, Officer | 2 | $0 | $840 | $1,957 |
| James Miller | Director Trustee or director | 2 | $0 | $0 | $0 |
| David Lawrence | Director Trustee or director | 2 | $0 | $0 | $0 |
| Ronald Peavy | Director Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1529, BIG BEAR LAKE, CA 92315-1529
- In care of
- % STEPHEN FOULKES
- Principal officer (990 for 2024)
- Stephen Foulkes, PO Box 1529, Big Bear Lake, CA 92315
- Signed the 990
- STEPHEN FOULKES, President
- Phone
- (909) 866-4631
- Website
- bvusdedfoundation.org
- Return prepared by
- Altitude Financial Planning
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2591755 or by the name BEAR VALLEY UNIFIED SCHOOL DISTRICT 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
Support Bear Valley USD Students by providing supplemental funds for educational programs and creating additional resources for extra curricular activities and resources for students and the community
Program accomplishments
- Community members came to the Foundation right after we received the property from the school district and asked that we consider constructing an aquatic center for the community. There was sufficient interest that we formed a working group to study the feasibility. We funded a focused feasibility study which presented the construction and operating costs for several options. The Foundation funded a preliminary design for the selected option and a fundraising study to determine if sufficient donors could be found to fund the construction cost of $45 million. The fundraising consultant attempted to locate donors to finance this amount but were unable to find a lead donor to get the fundraising process going. The Foundation decided the project was financially unfeasible and suspended it pending a lead donor. We have been unable to identify donors and have decided to cancel the program.Expenses $70,591
- We continue to maintain the trail system and have allowed several charity running and biking events to be held. The design of our Youth Sports Complex has been completed along with the environmental review process. A Mitigated Negative Declaration was approved by the School District in December and recorded with the County. The required permits from the County of San Bernardino and the State Department of Forestry and Fire Protection (CalFire) were in the final phase of the approval process at the end of the fiscal year. Construction is expected to begin early in the next fiscal year.Expenses $5,264
- Our youth sports complex project will construct three full size baseball/softball fields and seven soccer fields of varying sizes to meet the needs of our local youth sports leagues. The project has completed environmental review and the state permitting process and is under review by the County of San Bernardino for a grading permit. The construction is scheduled to begin in the fall of 2025. The speed at which construction will proceed will depend on donations, both monetary as well as labor and equipment.
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
- 83-2591755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $4,015,858
- Income (IRS master file)
- $298,079
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $141,267 | $78,398 | $4,015,858 | XML |
| 990 | June 2024 | $140,589 | $172,488 | $3,952,989 | XML |
| 990 | June 2023 | $242,987 | $16,301 | $3,984,888 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 83-2591755).
Questions about BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION
- What is the EIN of BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION?
- The employer identification number (EIN) of BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION is 83-2591755.
- Is BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BEAR VALLEY UNIFIED SCHOOL DISTRICT 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 BEAR VALLEY UNIFIED SCHOOL DISTRICT 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 BEAR VALLEY UNIFIED SCHOOL DISTRICT 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 BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names Stephen Foulkes.
- Who are the officers and directors of BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BEAR VALLEY UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $141,267, expenses of $78,398 and total assets of $4,015,858 at year end.
Other nonprofits in BIG BEAR LAKE
- STEVEN G MIHAYLO BIG BEAR HIGH SCHOOL EDUCATION FOUNDATION EIN 33-0834543 · last filed 990 for 2025
- ROTARY CLUB OF BIG BEAR LAKE EIN 33-0907051 · last filed 990 for 2025
- BIG BEAR VALLEY EDUCATION CORPORATION EIN 27-3677068 · last filed 990-N for 2024
- BIG BEAR LAKE RESORT ASSOCIATION EIN 33-0612221 · last filed 990 for 2024
- DOVES OF BIG BEAR VALLEY INC EIN 33-0109115 · last filed 990 for 2025
- CEDAR LAKE CAMP INC EIN 46-3868944 · last filed 990 for 2025
- MOM & DAD PROJECT EIN 84-1959282 · last filed 990 for 2025
- UNITED STATES ADAPTIVE RECREATION CENTER EIN 95-3872771 · last filed 990 for 2025