CASTRO VALLEY EDUCATIONAL FOUNDATION

EIN: 942797523 501(c)(3)

CASTRO VALLEY, CA

Total Revenue
$190,637
Total Expenses
$172,727
Total Assets
$1,630,975
Net Assets
$1,630,975
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
CA
Principal Officer
Suresh Bhat
Phone
5103974095
Tax Period
2024-07-01 to 2025-06-30

CASTRO VALLEY EDUCATIONAL FOUNDATION, founded in 1981, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $173K left a modest 9% surplus.

Mission

Provide resources for educational activities beyond the standard curriculum and to provide independent funding for worthy educational programs affected by budget reductions. Sponsor educational activities that provide additional opportunities that will foster a culture of excellence in all Castro Valley schools. Encouraging achievement by providing scholarships, awards, and other incentives for students to excel.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $145,373
Program Service Revenue $0
Investment Income $47,743
Other Revenue $-2,479
TOTAL REVENUE $190,637

Expense Breakdown

Grants Paid $164,915
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $164,915
Other Expenses $7,812
TOTAL EXPENSES $172,727

Year-over-Year Comparison

2024 2023 Change
Revenue $190,637 $130,263 +0.5%
Expenses $172,727 $173,256 0.0%
Net Income $17,910 $-42,993 -1.4%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
12

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
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Suresh Bhat President 2.00
Officer Director
$0 $0 $0
Jamie Guess Financial Secretary 2.00
Officer Director
$0 $0 $0
Rachel Syranian Secretary 2.00
Officer Director
$0 $0 $0
Andrew Berg Treasurer 2.00
Officer Director
$0 $0 $0
Todd Anglin Board Member 1.00
Director
$0 $0 $0
Dan Kuehner Board Member 1.00
Director
$0 $0 $0
Jacqui Berg Board Member 1.00
Director
$0 $0 $0
Sara Mascio Vice 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 $190,637 $172,727 $1,630,975 $17,910
2024 No data No data No data No data
2023 $145,827 $151,822 $1,521,046 $-5,995
2022 $151,815 $116,134 $1,492,051 $35,681
2021 $334,937 $104,015 $1,618,325 $230,922
2020 $151,747 $139,169 $1,442,329 $12,578
2019 $134,681 $204,319 $1,389,505 $-69,638
2018 $193,435 $64,334 $1,415,018 $129,101
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