Bernardo Heights Educational Foundation
Nonprofit profile at a glance
- EIN
- 330908488
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- San Diego, CA, USA
- Phone
- 8584854850
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $59,348
- Expenses
- $50,898
- Assets
- $24,253
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Heidi Hatcher (President 24-25)
- Sarah Durant (President 25-26)
People named in this filing
- Heidi Hatcher (President 24-25)
- Mary Smith (Treasurer 24-25)
- Andrea Arraut (Secretary 24-25)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Raise Funds to support school programs that the district doesn't have funding for.
What it reported doing in 2024
Educational and Teacher Support Programs: Fundraised for teacher support, substitute coverage, and appreciation events benefitting roughly 70 staff and the full student body through improved instruction and morale
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 56% for direct work, and 44% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 91
- Transparency & Controls: 82
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.8%; rating input score 86
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 14.2%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 0.48; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 11.4% per year; rating input score 100; 74th percentile among comparable filings
- Revenue growth: 13.6% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 6.4% per year; rating input score 100; 62nd percentile among comparable filings
Details
- Where the money goes: 85.8% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $51K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.