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← BAY EDUCATION FUND

Form 990 for tax year 2023

Filed by BAY EDUCATION FUND.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 23 April 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,039,177 changed to $6,506,464
Total expenses
$1,097,769 changed to $3,941,962
Contributions and grants received
$1,038,322 changed to $6,495,000
Grants paid
$109,800 changed to $520,915
Investment income
$855 changed to $11,464
Total assets, end of year
$765,353 changed to $3,603,946
Total liabilities, end of year
$34,949 changed to $305,280
Net assets or fund balances, end of year
$730,404 changed to $3,298,666
Program services expenses
$797,720 changed to $2,976,140
Management and general expenses
$242,455 changed to $803,019
Fundraising expenses
$57,594 changed to $162,803
Program service expenses (Part III)
$797,720 changed to $2,976,140

Listed only on the later return

  • Crystal Arrizon
  • Rachel Heredia

Totals

Total revenue
$1,039,177
Total expenses
$1,097,769
Contributions and grants received
$1,038,322
Grants paid
$109,800
Program service revenue
$0
Investment income
$855
Other revenue
$0
Total assets, end of year
$765,353
Total liabilities, end of year
$34,949
Net assets or fund balances, end of year
$730,404
Program services expenses (Part IX)
$797,720
Management and general expenses
$242,455
Fundraising expenses
$57,594
Program service expenses (Part III)
$797,720

Program services were 72.7% 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.

  • 1f · All other contributions, gifts and grants

    $1,038,322

  • 3 · Investment income

    total $855 · excluded $855

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,000 · program services $46,000

  • 2 · Grants to domestic individuals

    total $63,800 · program services $63,800

  • 5 · Compensation of officers, directors and key employees

    total $277,857 · program services $144,283 · management and general $100,378 · fundraising $33,196

  • 7 · Other salaries and wages

    total $115,643 · program services $60,050 · management and general $41,777 · fundraising $13,816

  • 8 · Pension plan contributions

    total $21,722 · program services $11,280 · management and general $7,847 · fundraising $2,595

  • 9 · Other employee benefits

    total $29,192 · program services $11,937 · management and general $14,522 · fundraising $2,733

  • 10 · Payroll taxes

    total $31,571 · program services $16,394 · management and general $11,405 · fundraising $3,772

  • 11b · Fees: legal

    total $1,218 · management and general $1,218

  • 11c · Fees: accounting

    total $12,436 · management and general $12,436

  • 11g · Fees: other

    total $377,602 · program services $343,794 · management and general $33,374 · fundraising $434

  • 13 · Office expenses

    total $3,421 · program services $2,256 · management and general $1,053 · fundraising $112

  • 14 · Information technology

    total $3,169 · program services $420 · management and general $2,686 · fundraising $63

  • 16 · Occupancy

    total $5,463 · program services $2,499 · management and general $2,554 · fundraising $410

  • 19 · Conferences, conventions and meetings

    total $50,248 · program services $45,870 · management and general $4,134 · fundraising $244

  • 23 · Insurance

    total $6,384 · management and general $6,384

  • 24a · Other expenses: Program expenses

    total $51,776 · program services $49,137 · management and general $2,639

  • 24b · Other expenses: Miscellaneous

    total $267 · management and general $48 · fundraising $219

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $832,559 · end of year $720,410

  • 3 · Pledges and grants receivable

    end of year $38,286

  • 4 · Accounts receivable

    end of year $405

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,755 · end of year $6,252

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,318 · end of year $34,949

  • 27 · Net assets without donor restrictions

    beginning of year $788,996 · end of year $730,404

Mission and programs · 2023

Mission

Build a community investment fund that catalyzes local movements and transforms district capacity by bringing together families,communities, teachers, district leaders, and philanthropy to co-design a vision for students and implement proven solutions for change in schools.

  • South San Francisco - In close partnership with South San Francisco Unified School District and community leaders, we gathered diverse stakeholders to co-design a Portrait of a Graduate, a vision for what students will learn during their time in school. We operated a family leaders fellowship program where an additional 25 family members learned how to support their students and work for educational improvements. For interested family leaders, we hosted gatherings to organize around their new efforts to improve education. We also met immediate needs for the district, including facilitating educators to design their ideal Educator Appreciation effort and making that effort a reality.

    Expenses $623,220 · Grants $109,800

  • Ravenswood - We worked closely with Ravenswood City School District to design and prepare for a community-led visioning process to be launched in the Fall of 2023. This resulted in establishing the right partnerships and board approval of the partnerships and approach. We also helped the district meet immediate needs, including canvasing to survey family members and developing a video to support recruiting talented leaders.

    Expenses $142,493

  • Community Exploration - We continued to engage school districts that could be a good match for our programs and identified values and goals alignment with Oak Grove District. We are continuing to explore launching work with them in early 2024.

    Expenses $32,007

As filed on the 2023 return.

Listed in Part VII

  • Paul Keys

    Managing Partner

    Total calculated
    $0
    Hours/week
    65

  • Ash Solar

    SecretaryPartner

    Total calculated
    $0
    Hours/week
    65

  • Tammy Crown

    President

    Total calculated
    $0
    Hours/week
    3

  • Michelle Boyers

    Treasurer

    Total calculated
    $0
    Hours/week
    3

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
3 April 2024
IRS schema version
2023v5.0
Source object
202410959349300901

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