Bollinger Canyon Education Trust

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Ashwin Jain

Phone

9252423200

Tax Period

2023-07-01 to 2024-06-30

Bollinger Canyon Education Trust, founded in 1998, is a small nonprofit that reported $192K in total revenue in fiscal year 2023. Expenses of $170K left a modest 12% surplus.

Mission

The organization's mission is to enhance the education of the 500+ students at Bollinger Canyon Elementary School.

Program Service Accomplishments

Program 1

Expenses: $151,891

Grants to San Ramon Valley Unified School District and Bollinger Canyon Elementary School to fund librarian, computer lab, art, Rainbow, drama and music teachers as well as provide support for...

Grants to San Ramon Valley Unified School District and Bollinger Canyon Elementary School to fund librarian, computer lab, art, Rainbow, drama and music teachers as well as provide support for classroom paraprofessional salaries. In addition support is provided to classroom teachers as well as student leadership T Shirt purchases. A deposit was paid for a marquee sign for the front of the school.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $112,083

Program Service Revenue $0

Investment Income $328

Other Revenue $79,841

TOTAL REVENUE $192,252

Expense Breakdown

Grants Paid $151,058

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,891

Other Expenses $18,831

TOTAL EXPENSES $169,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,252	N/A	N/A
Expenses	$169,889	N/A	N/A
Net Income	$22,363	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marta Wicke	Vice President	2.00	Officer Director	$0	$0	$0
Anna Song	Director	2.00	Director	$0	$0	$0
Maham Anwar	Secretary	2.00	Officer Director	$0	$0	$0
Esteban Bunge	Treasurer	2.00	Officer Director	$0	$0	$0
Cynthia Continillo	Director	2.00	Director	$0	$0	$0
Lanelle Bold	Financial Sect	2.00	Officer Director	$0	$0	$0
Priya Prabakar	Director	2.00	Director	$0	$0	$0
Neha Manglik	Director	2.00	Director	$0	$0	$0
Ashwin Jain	President	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$192,252	$169,889	$345,841	$22,363
2022	$187,128	$83,338	$273,358	$103,790
2021	$96,732	$143,971	$169,568	$-47,239
2020	$183,972	$134,099	$216,807	$49,873
2019	$196,268	$197,058	$166,934	$-790