DAVIS PUBLIC SCHOOLS EDUCATION FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS PUBLIC SCHOOLS EDUCATION FOUNDATION (EIN 20-1639231)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-07
- IRS object ID
- 202302809349200710
- 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 | 2023-10-07T16:56:52-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | 5309081761 | 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 | 2023-10-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | HEUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 |
| Website Address | www.davisschoolsfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $93,782 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $93,782 | 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 | $93,782 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $65,000 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $28,940 | OtherExpensesTotalAmt |
| Total Expenses | $93,940 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$158 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $130,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,577 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,775 | BOYAmt |
| EOY | $189,085 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,010 | BOYAmt |
| EOY | $7,081 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,785 | BOYAmt |
| EOY | $196,166 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,050 | BOYAmt |
| EOY | $65,589 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,735 | BOYAmt |
| EOY | $130,577 | 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 WAS SPLIT EQUALLY THE THREE EDUCATIONAL PRIORITES IDENTIFIED AS: ELEMENTARY INSTRUCTIONAL CLASSROOM AIDES, DISTRICTWIDE COUNSELING SERVICES AND TECHNOLOGY RESOURCES. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $81,683 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $81,683 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ERIN AUTRY MONTGOMERY | ||
| Treasurer | 2.00 | $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 PLACE 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 | $91,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,782 | CurrentTaxYearAmt |
| Total | $668,920 | 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 | $91,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,782 | CurrentTaxYearAmt |
| Total | $668,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $69 | SubstantialContributorsTotAmt |
| Public Support Total170 | $668,851 | 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 Minus2 Years | $2,639 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $671,559 | TotalSupportAmt |
| Public Support CY170 | 0.99600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99640 | 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 (20 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 $8443 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $150 |
| Other Expenses.1009 | Depreciation $871 |
| Other Expenses.1012 | Insurance $2646 |
| Other Expenses.1 | SPEAKER EVENT EXPENSES $6731 |
| Other Expenses.2 | DONOR MGMT. & PYMT. PROCESSING $3495 |
| Other Expenses.3 | carousel fundraising/events $1798 |
| Other Expenses.4 | carousel repairs $1472 |
| Other Expenses.5 | miscellaneous $1005 |
| Other Expenses.6 | WEBSITE $802 |
| Other Expenses.7 | EVENTS $667 |
| Other Expenses.8 | SUPPLIES $421 |
| Other Expenses.9 | P.O. BOX RENTAL $364 |
| Other Expenses.10 | taxes & licenses $75 |
| Other Assets.1003 | Machinery and Equipment - Beginning $6019 Machinery and Equipment - Ending $5148 |
| Other Assets.1005 | Accounts Receivable - Beginning $10000 Accounts Receivable - Ending $0 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $1991 Prepaid Expenses and Deferred Charges - Ending $1933 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $50 Accounts Payable and Accrued Expenses - Ending $589 |
| Total Liabilities.1002 | Grants Payable - Beginning $100000 Grants Payable - Ending $65000 |