STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATION (EIN 77-0486994)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349316525
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

FieldValueIRS element (for citing)
Return2023-11-14T18:18:58-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770366646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY L COVEY CPA MBABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 705AddressLine1Txt
CityAUBERRYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP936020705ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770486994EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIERBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 101AddressLine1Txt
CityBIG CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEIGH ANN DAVISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5592877188PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEIGH ANNPersonFirstNm
Person LastDAVISPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L COVEY CPAPreparerPersonNm
PTINP00532331PTIN
Phone5597424700PhoneNum
Preparation2023-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEIGH ANN A DAVISPrincipalOfficerNm
Gross Receipts$254,190GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO COLLECT AND RECEIVE CHARITABLE FUNDS AND BEQUESTS AND TO PRUDENTLY INVEST MANAGE, AND REDISTRIBUTE FUNDS AS EDUCATIONAL SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS OF SIERRA HIGH SCHOOL, TOLLHOUSE, CA.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,015PYContributionsGrantsAmt
CY Contributions Grants$4,015CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$14,601PYInvestmentIncomeAmt
CY Investment Income$15,739CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$18,616PYTotalRevenueAmt
CY Total Revenue$19,754CYTotalRevenueAmt
PY Grants And Similar Paid$14,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,500CYGrantsAndSimilarPaidAmt
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$2,083PYOtherExpensesAmt
CY Other Expenses$2,083CYOtherExpensesAmt
PY Total Expenses$16,583PYTotalExpensesAmt
CY Total Expenses$16,583CYTotalExpensesAmt
PY Revenues Less Expenses$2,033PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,171CYRevenuesLessExpensesAmt
Total Assets BOY$195,120TotalAssetsBOYAmt
Total Assets EOY$182,710TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$195,120NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$182,710NetAssetsOrFundBalancesEOYAmt
MissionTO COLLECT AND RECEIVE CHARITABLE FUNDS AND BEQUESTS AND TO PRUDENTLY INVEST MANAGE, AND REDISTRIBUTE FUNDS AS EDUCATIONAL SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS OF SIERRA HIGH SCHOOL, TOLLHOUSE, CA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$16,434ExpenseAmt
Revenue$15,739RevenueAmt
DescTO COLLECT AND RECEIVE CHARITABLE FUNDS AND BEQUESTS AND TO PRUDENTLY INVEST MANAGE, AND REDISTRIBUTE FUNDS AS EDUCATIONAL SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS OF SIERRA HIGH SCHOOL, TOLLHOUSE, CA. FUNDS ALLOWED A DISTRIBUTION OF APPROXIMATELY 36 SCHOLARSHIPS.85Desc
Total Program Service Expenses$16,434TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
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 ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
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 Members4GoverningBodyVotingMembersCnt
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
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLEIGH ANN A DAVISPersonNm
Phone5592877188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 101AddressLine1Txt
CityBIG CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93605ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA FRANKLIN
SECRETARY1.000.00Yes (X)$0$0$0
LEIGH ANN A DAVIS
PRESIDENT1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$4,015FederatedCampaignsAmt
Total Contributions$4,015TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,938TotalRevenueColumnAmt
Related Or Exempt Func Income$2,938RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$247,237SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$234,436SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,801SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,801TotalRevenueColumnAmt
Related Or Exempt Func Income$12,801RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,754TotalRevenueColumnAmt
Related Or Exempt Func Income$15,739RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,500TotalAmt
Program Services$14,500ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

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

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70TotalAmt
Management And General$70ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,934TotalAmt
Program Services$1,934ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54TotalAmt
Management And General$54ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,583TotalAmt
Program Services$16,434ProgramServicesAmt
Management And General$149ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,892BOYAmt
EOY$7,086EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$3,520EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$192,228BOYAmt
EOY$172,104EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$195,120BOYAmt
EOY$182,710EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$195,120BOYAmt
EOY$182,710EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$195,120BOYAmt
EOY$182,710EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$195,120BOYAmt
EOY$182,710EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,171ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,581NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,740CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,685CurrentTaxYearMinus1YearAmt
Current Tax Year$4,015CurrentTaxYearAmt
Total$24,839TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,740CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,685CurrentTaxYearMinus1YearAmt
Current Tax Year$4,015CurrentTaxYearAmt
Total$24,839TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$24,839PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,244CurrentTaxYearMinus1YearAmt
Current Tax Year$14,601CurrentTaxYearAmt
Total$47,424TotalAmt
FieldValueIRS element (for citing)
Total Support$72,263TotalSupportAmt
Public Support CY1700.34370PublicSupportCY170Pct
Public Support PY1700.34200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS TO 23 SIERRA HIGH SCHOOL SENIORSExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11FORM 990 IS REVIEWED BY THE BOARD AT THE NEXT REGULARLY SCHEDULED MEETING FOLLOWING THE FILING OF THE RETURN
Form 990 availability to public Part VI line 18UPON RECEIPT OF WRITTEN REQUEST TO VIEW SPECIFIC PUBLIC DOCUMENTS COVERED BY IRS REGULATION
Governing documents etc available to public Part VI line 19UPON RECEIPT OF WRITTEN REQUEST TO VIEW SPECIFIC PUBLIC DOCUMENTS COVERED BY IRS REGULATION
Explanation of other changes in net assets or fund balances Part XI line 9ROUNDING