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Nonprofiteer
← BLUE VALLEY EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by BLUE VALLEY EDUCATIONAL FOUNDATION.

Totals

Total revenue
$2,244,796
Total expenses
$1,296,284
Contributions and grants received
$552,812
Grants paid
$316,053
Program service revenue
$841,769
Investment income
$850,215
Other revenue
$0
Total assets, end of year
$5,012,797
Total liabilities, end of year
$217,257
Net assets or fund balances, end of year
$4,795,540
Program services expenses (Part IX)
$658,618
Management and general expenses
$402,803
Fundraising expenses
$234,863
Program service expenses (Part III)
$658,618

Program services were 50.8% 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

    $552,812

  • 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 $92,069 · related or exempt $92,069 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: DONOR ADVISED

    total $170,447 · related or exempt $170,447 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: SCHOOL REGISTRATION

    total $80,591 · related or exempt $80,591 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: PARTNERS IN EDUCATION

    total $49,239 · related or exempt $49,239 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: PAYROLL DEDUCTIONS

    total $51,877 · related or exempt $51,877 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $397,546 · related or exempt $397,546 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $850,215 · related or exempt $850,215 · 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

    $552,812

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $300,053 · program services $300,053

  • 2 · Grants to domestic individuals

    total $16,000 · program services $16,000

  • 11a · Fees: management

    total $384,598 · program services $92,304 · management and general $140,378 · fundraising $151,916

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $22,339 · program services $0 · management and general $22,339 · fundraising $0

  • 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 $19,287 · program services $0 · management and general $19,287 · fundraising $0

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

    total $25,488 · program services $0 · management and general $25,488 · fundraising $0

  • 13 · Office expenses

    total $13,962 · program services $0 · management and general $13,962 · fundraising $0

  • 14 · Information technology

    total $35,426 · program services $0 · management and general $35,426 · 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 $202 · program services $0 · management and general $202 · 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 $1,283 · program services $0 · management and general $1,283 · 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 $2,052 · program services $0 · management and general $2,052 · fundraising $0

  • 24a · Other expenses: MAJOR GIFTS / SAVER / SCH REG / PRNS / PR DED

    total $38,594 · program services $38,594 · management and general $0 · fundraising $0

  • 24b · Other expenses: FUNDRAISING (NON-PROFESSIONAL)

    total $82,947 · program services $0 · management and general $0 · fundraising $82,947

  • 24c · Other expenses: MEMORIAL GIFTS

    total $211,667 · program services $211,667 · management and general $0 · fundraising $0

  • 24d · Other expenses: INVESTMENT LOSSES

    total $124,266 · program services $0 · management and general $124,266 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,461 · end of year $77,154

  • 2 · Savings and temporary cash investments

    beginning of year $556,199 · end of year $463,294

  • 3 · Pledges and grants receivable

    beginning of year $104,580 · end of year $43,380

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,064 · end of year $17,965

  • 11 · Investments: publicly traded securities

    beginning of year $3,482,941 · end of year $4,411,004

  • 17 · Accounts payable and accrued expenses

    beginning of year $153,470 · end of year $35,926

  • 19 · Deferred revenue

    beginning of year $196,890 · end of year $181,331

  • 27 · Net assets without donor restrictions

    beginning of year $3,310,104 · end of year $3,889,729

  • 28 · Net assets with donor restrictions

    beginning of year $606,781 · end of year $905,811

Mission and programs · 2023

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 $59,000 · Grants $59,000 · Revenue $59,000

  • BLUE VALLEY PANTRY

    Expenses $47,420 · Grants $47,420 · Revenue $47,420

  • LIFT PROGRAM, DISTRICT-WIDE

    Expenses $25,000 · Grants $25,000 · Revenue $25,000

  • NUMEROUS OTHER PROGRAM SERVICES FUNDED THROUGH BVUSD# 229

    Expenses $527,198 · Grants $527,198 · Revenue $527,198

As filed on the 2023 return.

Listed in Part VII

  • KATIE BRUELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • 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

  • CLIFTON CARNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANDY DIORIO

    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

  • SARA HOLMES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTY LAHOOD

    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

  • FARIHA SHAFI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR TONYA MERRIGAN

    EX OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PATRICK WERTZBERGER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • EMILY WEST

    PRESIDENT-ELECT

    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

Provenance

Return type
form_990
Tax year
2023
Filed
24 July 2023
IRS schema version
2023v5.0
Source object
202432289349300508

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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