NAPA FOUNDATION FOR OPTIONS IN EDUCATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NAPA FOUNDATION FOR OPTIONS IN EDUCATION (EIN 68-0336170)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349203674
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:12:43-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 POST STREET SUITE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680336170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAPA FOUNDATION FOR OPTIONS IN EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAPA | BusinessNameControlTxt |
| Phone | 7072536813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1370 TRANCAS STREET 180 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945581633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LANG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7072536813 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | LANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD FAHEY | PreparerPersonNm |
| PTIN | P00194561 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.NAPAOPTIONSFOREDUCATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $4,418 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $34 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $93 | InvestmentIncomeAmt |
| Fundraising Gross Income | $4,291 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $4,291 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $4,418 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $56,438 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,275 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $12,909 | OtherExpensesTotalAmt |
| Total Expenses | $70,622 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$66,204 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $239,107 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $172,903 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,292 | BOYAmt |
| EOY | $81,665 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $95,071 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,292 | BOYAmt |
| EOY | $176,736 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,185 | BOYAmt |
| EOY | $3,833 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,107 | BOYAmt |
| EOY | $172,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THROUGH JUNE 2022, THE EXEMPT PURPOSE OF THE FOUNDATION WAS TO SUPPORT THE RIVER SCHOOL, AN ACADEMICALLY CHALLENGING 6TH, 7TH AND 8THGRADE CHARTER SCHOOL WHERE STUDENTS ACQUIRE AN AWARENESS OFSELF-RESPONSIBILITY, DESIRE TO LEARN AND REACH THEIR OWN POTENTIAL.WITH THE SCHOOL'S CLOSURE, THE FOUNDATION HAS APPLIED FOR A CHARTER TO START A SCHOOL AT ANOTHER LOCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | DEVELOPMENT OF CHARTER APPLICATION AND CREATION OF STRATEGIC PLAN. PREPARATION FOR OPENING OF MAYACAMAS MIDDLE SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $70,662 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,662 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DEIRDRE WHEELER KOPF | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CLAUDIA SOLORIO | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JOLENE YEE | ||||
| CO-PRESIDENT | 8.00 | $0 | $0 | $0 |
| LAUREN DALEY | ||||
| CO-PRESIDENT | 8.00 | $0 | $0 | $0 |
| CLAIRE SILVER | ||||
| SECRETARY | 4.00 | $0 | $0 | $0 |
| RICHARD LANG | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1370 TRANCAS STREET 180 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072536813 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $93,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,325 | CurrentTaxYearAmt |
| Total | $101,314 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $93,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,325 | CurrentTaxYearAmt |
| Total | $101,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $101,314 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93 | CurrentTaxYearAmt |
| Total | $1,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $102,485 | TotalSupportAmt |
| Public Support CY170 | 0.98860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 93. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 1,910. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 904. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 165. DESCRIPTION: MARKETING & DEVELOPMENT. AMOUNT: 5,250. DESCRIPTION: CONFERENCE, CONVENTION, MEETING. AMOUNT: 292. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 159. DESCRIPTION: SUPPORTED COMMUNITY PROGRAMS. AMOUNT: 424. DESCRIPTION: ADVERTISING. AMOUNT: 1,801. DESCRIPTION: SUPPLIES. AMOUNT: 1,930. DESCRIPTION: TELEPHONE. AMOUNT: 74. TOTAL TO FORM 990-EZ, LINE 16: 12,909. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 56,346. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 38,725. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 12,185. END OF YEAR AMOUNT: 3,833. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |