STRATEGY STUDIO / PUBLIC DATA EXPLORER

JIM BURKE EDUCATIONAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JIM BURKE EDUCATIONAL FOUNDATION (EIN 77-0387337)
Tax period
2023-10-01 to 2024-09-30
Filed
2024-10-28
IRS object ID
202413029349302126
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-10-28T18:06:38-04:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770344660PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEATHLEY MAXWELL & ANTONGIOVANNI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14260 TRUXTUN AVE STE 140AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP933090682ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770387337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JIM BURKE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJIMBBusinessNameControlTxt
Phone6613283601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 316AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP933020316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTROY FRINGERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6613283601PhoneNum
Signature2024-10-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA ANTONGIOVANNIPreparerPersonNm
PTINP01391374PTIN
Phone6616353180PhoneNum
Preparation2024-10-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTROY FRINGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 316AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP933020316ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$148,282GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE GRANTS, SCHOLARSHIPS, AND AWARDS TO THE STUDENTS, TEACHERS AND EDUCATIONAL PROGRAMS OF KERN COUNTY.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$16,724PYContributionsGrantsAmt
CY Contributions Grants$39,366CYContributionsGrantsAmt
CY Program Service Revenue$7,000CYProgramServiceRevenueAmt
PY Investment Income$37,041PYInvestmentIncomeAmt
CY Investment Income$36,300CYInvestmentIncomeAmt
PY Other Revenue$70,673PYOtherRevenueAmt
CY Other Revenue$58,065CYOtherRevenueAmt
PY Total Revenue$124,438PYTotalRevenueAmt
CY Total Revenue$140,731CYTotalRevenueAmt
PY Grants And Similar Paid$72,950PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$74,100CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$33,894PYOtherExpensesAmt
CY Other Expenses$46,742CYOtherExpensesAmt
PY Total Expenses$106,844PYTotalExpensesAmt
CY Total Expenses$120,842CYTotalExpensesAmt
PY Revenues Less Expenses$17,594PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,889CYRevenuesLessExpensesAmt
Total Assets BOY$1,330,064TotalAssetsBOYAmt
Total Assets EOY$1,698,915TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,330,064NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,698,915NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE GRANTS, SCHOLARSHIPS, AND AWARDS TO THE STUDENTS, TEACHERS AND EDUCATIONAL PROGRAMS OF KERN COUNTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$100,601ExpenseAmt
Grant$74,100GrantAmt
Revenue$7,000RevenueAmt
DescEXPENSES PAID FOR EDUCATIONAL AWARDS, GRANTS AND SCHOLARSHIPS, AND RELATED ADMINISTRATIVE EXPENSES.Desc
Total Program Service Expenses$100,601TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTROY FRINGERPersonNm
Phone6613283601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 316AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP933020316ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATT BILLINGS
VICE PRESIDEYes (X)$0$0$0
TROY FRINGER
TREASURERYes (X)$0$0$0
CINDY MEEK
PRESIDENTYes (X)$0$0$0
MARIA TORETTA
SECRETARYYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$39,366AllOtherContributionsAmt
Noncash Contributions$25,446NoncashContributionsAmt
Total Contributions$39,366TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDREAMBUILDERSDesc
Total Revenue Column$7,000TotalRevenueColumnAmt
Related Or Exempt Func Income$7,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,300TotalRevenueColumnAmt
Related Or Exempt Func Income$36,300RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$65,616FundraisingGrossIncomeAmt
Fundraising Direct Expenses$7,551FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,065TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,731TotalRevenueColumnAmt
Related Or Exempt Func Income$43,300RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,100TotalAmt
Program Services$2,100ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$72,000TotalAmt
Program Services$72,000ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$355TotalAmt
Management And General$355ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$365TotalAmt
Management And General$365ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,243TotalAmt
Management And General$3,243ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21TotalAmt
Management And General$21ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,116TotalAmt
Management And General$5,116ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EVENT SUPPLIES/EXP$22,313$22,313
SOFTWARE & COMPUTERS$8,136$8,136
PROGRAM EXPENSES$4,188$4,188
NEWSLETTER$2,980$2,980

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25TotalAmt
Management And General$25ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$120,842TotalAmt
Program Services$100,601ProgramServicesAmt
Management And General$20,241ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,208BOYAmt
EOY$25,578EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,322,856BOYAmt
EOY$1,673,337EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,330,064BOYAmt
EOY$1,698,915EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,330,064BOYAmt
EOY$1,698,915EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,330,064BOYAmt
EOY$1,698,915EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,330,064BOYAmt
EOY$1,698,915EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$19,889ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$348,962NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,680CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,724CurrentTaxYearMinus1YearAmt
Current Tax Year$39,366CurrentTaxYearAmt
Total$119,028TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,680CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,724CurrentTaxYearMinus1YearAmt
Current Tax Year$39,366CurrentTaxYearAmt
Total$119,028TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$119,028PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,680CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,724CurrentTaxYearMinus1YearAmt
Current Tax Year$39,366CurrentTaxYearAmt
Total$119,028TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GHOST PARTYEvent1Nm
Gross Receipts Event1$65,616GrossReceiptsEvent1Amt
Gross Revenue Event1$65,616GrossRevenueEvent1Amt
Other Direct Expenses Event1$7,551OtherDirectExpensesEvent1Amt
Gross Receipts Total$65,616GrossReceiptsTotalAmt
Gross Revenue Total Events$65,616GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$7,551OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,551DirectExpenseSummaryEventsAmt
Net Income Summary$58,065NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeINDIVIDUAL CONTRIBUTIONSGrantTypeTxt
Recipient45RecipientCnt
Cash Grant$72,000CashGrantAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$25,446NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN WAS REVIEWED BY THE TREASURER.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC