DAVIS PUBLIC SCHOOLS EDUCATION FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS PUBLIC SCHOOLS EDUCATION FOUNDATION (EIN 20-1639231)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202433189349201933
- Schema version
- 2023v5.1
- 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 | 2024-11-13T07:51:20-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201639231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS PUBLIC SCHOOLS EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 5304009862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1154 | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95617 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY HEUNG | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.davisschoolsfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $123,267 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $123,267 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $123,267 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $65,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $342 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $30,877 | OtherExpensesTotalAmt |
| Total Expenses | $96,219 | TotalExpensesAmt |
| Excess Or Deficit For Year | $27,048 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $130,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,625 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,085 | BOYAmt |
| EOY | $216,653 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,081 | BOYAmt |
| EOY | $6,297 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,166 | BOYAmt |
| EOY | $222,950 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,589 | BOYAmt |
| EOY | $65,325 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,577 | BOYAmt |
| EOY | $157,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT EDUCATIONAL EXCELLENCE IN DAVIS PUBLIC SCHOOLS BY RAISING FUNDS FROM THE COMMUNITY FOR DISTRICT-WIDE PROGRAMS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION BOARD HAS GATHERED INPUT FROM PARENTS, EDUCATORS AND COMMUNITY LEADERSHIP TO IDENTIFY THE EDUCATIONAL PROGRAM PRIORITIES OF THIS COMMUNITY.THE GRANT went to fund student and counselor-identified Mental Health Initiatives for grades TK_12 such as wellness kits, stocking counselor care closets, and to support Dialectical Behavior therapy sessions on all 7th-12th grade campuses both in group and one on one support sessions. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $80,560 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,560 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ERIN AUTRY MONTGOMERY | ||
| Director | 3.00 | $0 |
| DAVID MILLER | ||
| Director | 2.00 | $0 |
| CHRISTA MILSTEIN | ||
| Director | 2.00 | $0 |
| SARA RUEBELT | ||
| Director | 2.00 | $0 |
| KELLY HEUNG | ||
| President | 3.00 | $0 |
| Sigrid Asmundson | ||
| Vice President | 3.00 | $0 |
| EVAN JACOBS | ||
| Director | 2.00 | $0 |
| Jean Kridl | ||
| FIN. SECRETARY | 3.00 | $0 |
| Elizabeth Campi | ||
| Secretary | 2.00 | $0 |
| ELIZABETH WISNIA | ||
| Director | 2.00 | $0 |
| MAREN HEISE | ||
| Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW WEHNER CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2744 DEL RIO PL STE 200 | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5309081761 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 Minus4 Years | $108,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,267 | CurrentTaxYearAmt |
| Total | $700,351 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,267 | CurrentTaxYearAmt |
| Total | $700,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $700,351 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,639 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $702,990 | TotalSupportAmt |
| Public Support CY170 | 0.99620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: DAVIS JT. UNIF. SCHOOL DIST. | Donee's Address: 526 B St DAVIS CA 95616 | Cash Amount Given: $65000 |
| Other Expenses.1001 | Advertising and Promotion $7458 |
| Other Expenses.1009 | Depreciation $950 |
| Other Expenses.1012 | Insurance $2616 |
| Other Expenses.1 | SPEAKER EVENT EXPENSES $9097 |
| Other Expenses.2 | carousel fundraising/events $5362 |
| Other Expenses.3 | DONOR MGMT. & PYMT. PROCESSING $3403 |
| Other Expenses.4 | EVENTS $713 |
| Other Expenses.5 | WEBSITE $580 |
| Other Expenses.6 | P.O. BOX RENTAL $350 |
| Other Expenses.7 | miscellaneous $260 |
| Other Expenses.8 | taxes & licenses $50 |
| Other Expenses.9 | SUPPLIES $38 |
| Other Assets.1003 | Machinery and Equipment - Beginning $5148 Machinery and Equipment - Ending $4198 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $1933 Prepaid Expenses and Deferred Charges - Ending $2099 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $589 Accounts Payable and Accrued Expenses - Ending $325 |
| Total Liabilities.1002 | Grants Payable - Beginning $65000 Grants Payable - Ending $65000 |