Form 990 for tax year 2022
Filed by BLUE VALLEY EDUCATIONAL FOUNDATION.
Totals
- Total revenue
- $1,458,104
- Total expenses
- $1,452,808
- Contributions and grants received
- $498,876
- Grants paid
- $300,234
- Program service revenue
- $816,528
- Investment income
- $142,700
- Other revenue
- $0
- Total assets, end of year
- $4,267,245
- Total liabilities, end of year
- $350,360
- Net assets or fund balances, end of year
- $3,916,885
- Program services expenses (Part IX)
- $775,302
- Management and general expenses
- $470,123
- Fundraising expenses
- $207,383
- Program service expenses (Part III)
- $775,302
Program services were 53.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$498,876
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$18,120
-
2a · Program service revenue: Major Gifts / Major Saver
total $118,145 · related or exempt $118,145 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Donor Advised
total $354,403 · related or exempt $354,403 · unrelated business $0 · excluded $0
-
2c · Program service revenue: School Registrations
total $87,859 · related or exempt $87,859 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Payroll deductions
total $49,385 · related or exempt $49,385 · unrelated business $0 · excluded $0
-
2e · Program service revenue: Partners in Education
total $32,366 · related or exempt $32,366 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $174,370 · related or exempt $174,370 · unrelated business $0 · excluded $0
-
3 · Investment income
total $142,700 · related or exempt $142,700 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$480,756
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $287,234 · program services $287,234
-
2 · Grants to domestic individuals
total $13,000 · program services $13,000
-
11a · Fees: management
total $300,283 · program services $72,068 · management and general $109,603 · fundraising $118,612
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $20,005 · management and general $20,005
-
11f · Fees: investment management
total $15,565 · management and general $15,565
-
12 · Advertising and promotion
total $2,799 · management and general $2,799
-
13 · Office expenses
total $9,325 · management and general $9,325
-
14 · Information technology
total $20,328 · management and general $20,328
-
16 · Occupancy
total $18,120 · management and general $18,120
-
17 · Travel
total $358 · management and general $358
-
19 · Conferences, conventions and meetings
total $2,104 · management and general $2,104
-
23 · Insurance
total $2,175 · management and general $2,175
-
24a · Other expenses: Major Gifts / Saver / Sch Reg / Prns / PR Ded
total $38,671 · program services $38,671 · management and general $0 · fundraising $0
-
24b · Other expenses: Memorial Gifts
total $364,329 · program services $364,329 · management and general $0 · fundraising $0
-
24c · Other expenses: Fundraising (non-professional)
total $88,771 · program services $0 · management and general $0 · fundraising $88,771
-
24d · Other expenses: Investment losses
total $269,741 · program services $0 · management and general $269,741 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $87,500 · end of year $111,461
-
2 · Savings and temporary cash investments
beginning of year $675,919 · end of year $556,199
-
3 · Pledges and grants receivable
beginning of year $4,463 · end of year $104,580
-
9 · Prepaid expenses and deferred charges
beginning of year $40,075 · end of year $12,064
-
11 · Investments: publicly traded securities
beginning of year $2,875,494 · end of year $3,482,941
-
17 · Accounts payable and accrued expenses
beginning of year $168,349 · end of year $153,470
-
19 · Deferred revenue
beginning of year $94,300 · end of year $196,890
-
27 · Net assets without donor restrictions
beginning of year $2,866,095 · end of year $3,310,104
-
28 · Net assets with donor restrictions
beginning of year $554,707 · end of year $606,781
Mission and programs · 2022
Mission
TO ENRICH EXCELLENCE THROUGH COMMUNITY OURREACH, FINANCIAL SUSTAINABILITY AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS.
Activities or mission (Part I)
TO ENRICH EXCELENCE THROUGH COMMUNITY OUTREACH, FINANCIAL SUSTAINABILITY, AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS
-
BLUE VALLYE PANTRY, DISTRICT-WIDE
Expenses $295,920 · Grants $295,920 · Revenue $295,920
-
CAREER TECHNICAL EDUCATION, DISTRICT-WIDE
Expenses $70,500 · Grants $70,500 · Revenue $70,500
-
ADAPTIVE EQUIPMENT FOR PE CLASSES, DISTRICT-WIDE
Expenses $25,000 · Grants $25,000 · Revenue $25,000
-
OTHER PROGRAM SERVICES PART III, LINE 4E
Expenses $383,882 · Grants $383,882 · Revenue $383,882
As filed on the 2022 return.
Listed in Part VII
-
Becky AlfredBECKY ALFRED
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Renee BartholomeRENEE BARTHOLOME
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Laura BergerLAURA BERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David BrownDAVID BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Katie BruelsKATIE BRUELS
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Page BurksPAGE BURKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clifton CarneyCLIFTON CARNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Katie CollierKATIE COLLIER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Jodie DietzJODIE DIETZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sonya EvansSONYA EVANS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Andy DiorioANDY DIORIO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kaitlin FogelKAITLIN FOGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Will FoxWILL FOX
BOARD MEMBR
- Total calculated
- $0
- Hours/week
- 2
-
Katie GonzalezKATIE GONZALEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lindsay HicksLINDSAY HICKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sara HolmesSARA HOLMES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bronson KoBRONSON KO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Christy LahoodCHRISTY LAHOOD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
John LariganJOHN LARIGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Season LentzSEASON LENTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tonya MerriganTONYA MERRIGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Carrie MyersCARRIE MYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Leah Mountain NeeceLEAH MOUNTAIN NEECE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Suze ParkerSUZE PARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Fariha ShafiFARIHA SHAFI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clay ShaferCLAY SHAFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Patrick WertzbergerPATRICK WERTZBERGER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Emily WestEMILY WEST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
BLUE VALLEY USD#229
$287,234
ENRICH EXCELLENCE IN LOCAL SCHOOLS WITHIN BLUE VALLEY USD
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342269349301929
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