Form 990 for tax year 2025

Filed by BLUE VALLEY EDUCATIONAL FOUNDATION.

Totals

Total revenue: $2,075,238
Total expenses: $1,508,324
Contributions and grants received: $573,448
Grants paid: $384,901
Program service revenue: $521,832
Investment income: $979,958
Other revenue: $0
Total assets, end of year: $6,082,352
Total liabilities, end of year: $211,670
Net assets or fund balances, end of year: $5,870,682
Program services expenses (Part IX): $723,846
Management and general expenses: $503,904
Fundraising expenses: $280,574
Program service expenses (Part III): $723,846

Program services were 48.0% 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

$573,448
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 $108,719 · related or exempt $108,719 · unrelated business $0 · excluded $0
2b · Program service revenue: DONOR ADVISED

total $64,374 · related or exempt $64,374 · unrelated business $0 · excluded $0
2c · Program service revenue: SCHOOL REGISTRATION

total $77,362 · related or exempt $77,362 · unrelated business $0 · excluded $0
2d · Program service revenue: PARTNERS IN EDUCATION

total $33,556 · related or exempt $33,556 · unrelated business $0 · excluded $0
2e · Program service revenue: PAYROLL DEDUCTIONS

total $59,849 · related or exempt $59,849 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $177,972 · related or exempt $177,972 · unrelated business $0 · excluded $0
3 · Investment income

total $979,958 · related or exempt $979,958 · 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

$573,448
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $384,901 · program services $384,901
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $470,591 · program services $169,413 · management and general $112,942 · fundraising $188,236
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $25,351 · program services $0 · management and general $25,351
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $26,028 · program services $0 · management and general $26,028 · fundraising $0
11g · Fees: other

total $729 · program services $0 · management and general $0 · fundraising $729
12 · Advertising and promotion

total $19,084 · program services $0 · management and general $19,084 · fundraising $0
13 · Office expenses

total $22,495 · program services $0 · management and general $22,495 · fundraising $0
14 · Information technology

total $34,103 · program services $0 · management and general $34,103 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $18,120 · program services $0 · management and general $18,120 · fundraising $0
17 · Travel

total $768 · program services $0 · management and general $768 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $4,478 · program services $0 · management and general $4,478 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $2,460 · program services $0 · management and general $2,460 · fundraising $0
24a · Other expenses: MAJOR GIFTS / SAVER / SCH REG / PRNS / PR DED / SS

total $60,571 · program services $60,571 · management and general $0 · fundraising $0
24b · Other expenses: FUNDRAISING (NON-PROFESSIONAL)

total $91,609 · program services $0 · management and general $0 · fundraising $91,609
24c · Other expenses: MEMORIAL GIFTS

total $108,961 · program services $108,961 · management and general $0 · fundraising $0
24d · Other expenses: INVESTMENT LOSSES

total $238,075 · program services $0 · management and general $238,075 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $100,213 · end of year $48,805
2 · Savings and temporary cash investments

beginning of year $399,865 · end of year $451,162
3 · Pledges and grants receivable

beginning of year $12,128 · end of year $39,098
9 · Prepaid expenses and deferred charges

beginning of year $15,217
11 · Investments: publicly traded securities

beginning of year $4,914,045 · end of year $5,543,287
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $5,010
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $137,700 · end of year $206,660
27 · Net assets without donor restrictions

beginning of year $4,717,082 · end of year $5,277,996
28 · Net assets with donor restrictions

beginning of year $586,686 · end of year $592,686

Mission and programs · 2025

Mission

TO ENRICH EXCELLENCE THROUGH COMMUNITY OURREACH, FINANCIAL SUSTAINABILITY AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS.

Activities or mission (Part I)

TO ENRICH EXCELLENCE THROUGH COMMUNITY OUTREACH, FINANCIAL SUSTAINABILITY, AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS

SOURCES OF STRENGTH / #GIVEME20 / COUNSELOR APPRECIATION

Expenses $50,430 · Revenue $50,430
PARA TO SPECIAL EDUCATION TEACHER

Expenses $27,234 · Revenue $27,234
PAVILION AT WILDERNESS SCIENCE CENTER

Expenses $24,950 · Revenue $24,950
NUMEROUS OTHER PROGRAM SERVICES FUNDED THROUGH BVUSD# 229

Expenses $621,232 · Revenue $621,232

As filed on the 2025 return.

Listed in Part VII

BECKY ALFRED

BOARD MEMBER

Total calculated

$0

Hours/week

2
LAURA BERGER

BOARD MEMBER

Total calculated

$0

Hours/week

2
PAGE BURKS

BOARD MEMBER

Total calculated

$0

Hours/week

2
AMY MOSS

BOARD MEMBER

Total calculated

$0

Hours/week

2
MIKE FAHEY

BOARD MEMBER

Total calculated

$0

Hours/week

2
MANEESH GAUBA

BOARD MEMBER

Total calculated

$0

Hours/week

2
MICHAEL GRAHAM

BOARD MEMBR

Total calculated

$0

Hours/week

2
MARILYN WINTER

BOARD MEMBER

Total calculated

$0

Hours/week

2
SEASON LENTZ

BOARD MEMBER

Total calculated

$0

Hours/week

2
STEPHANIE MEYER

BOARD MEMBER

Total calculated

$0

Hours/week

2
LEAH MOUNTAIN NEECE

BOARD MEMBER

Total calculated

$0

Hours/week

2
MIKE YEGGY

BOARD MEMBER

Total calculated

$0

Hours/week

2
KRISTIN BECHARD

BOARD MEMBER

Total calculated

$0

Hours/week

2
SARA HOLMES

PRESIDENT-ELECT

Total calculated

$0

Hours/week

2
PATRICK WERTZBERGER

IMMEDIATE PAST-PRESIDENT

Total calculated

$0

Hours/week

2
EMILY WEST

PRESIDENT

Total calculated

$0

Hours/week

2
DR KATIE COLLIER

SECRETARY

Total calculated

$0

Hours/week

2
MOLLY HERMRECK

TREASURER

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

$384,901

GRANTS ARE AWARDED THROUGH BLUE VALLEY SCHOOL DISTRICT (EIN 48-0720401) WHERE THE DISTRICT MONITORS AND MANAGES AWARDED FUNDS. UNSPENT FUNDS ARE RETURNED TO THE FOUNDATION

Provenance

Return type: form_990
Tax year: 2025
Filed: 20 August 2026
IRS schema version: 2025v4.0
Source object: 202642299349300729

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