ALPINE EDUCATION FOUNDATION INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALPINE EDUCATION FOUNDATION INC (EIN 80-0591995)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202333209349200728
- 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 | 2023-11-16T16:49:25-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030444338 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ON LINE BOOKKEEPING & TAX SERVICE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2065 ARNOLD WAY STE 103 | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800591995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPINE EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPI | BusinessNameControlTxt |
| Phone | 6196590345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2710 ALPINE BLVD | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE BARNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6196590345 | PhoneNum |
| Signature | 2023-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | BARNETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTY A KOHL EA | PreparerPersonNm |
| PTIN | P00575892 | PTIN |
| Phone | 6194455523 | PhoneNum |
| Preparation | 2023-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.aef4kids.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $113,962 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,017 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $85,944 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $1 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $113,962 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $808 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $696 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $125,740 | OtherExpensesTotalAmt |
| Total Expenses | $127,244 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,282 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $35,090 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,808 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,349 | BOYAmt |
| EOY | $49,067 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,741 | BOYAmt |
| EOY | $2,741 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,090 | BOYAmt |
| EOY | $51,808 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,090 | BOYAmt |
| EOY | $21,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To generate funds that support educational opportunities for students of the Greater Alpine Area to better prepare today's youth for the future. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WHEEL OF EXPERTS: FULL STEAM AHEAD - A multiple pathway program that bringsSTEAM based learning to the classroom. Each week, students in Kindergarten -8th grade have the opportunity to participate in... (See Sch O) | $0 | $48,812 |
| READYBREAK! CAMPS - Camps offering enhanced course work to better prepare students for thecoming fall semester. Camp subjects and activities vary with new campsbeing added through May of each year. Available camps include... (See Sch O) | $0 | $56,077 |
| Block Grant Program - AEF, in partnership with the Alpine Union School District,operates a block grant program each fall. Every school campus is invited to submita competitive grant application. The primary purpose of the ... (See Sch O) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $104,889 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| GEORGE BARNETT | ||||
| TREASURER | 20.00 | $0 | $0 | $0 |
| JESSICA MANNING-ROSS | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| BETH WALKER | ||||
| VICE PRESIDENT | 15.00 | $0 | $0 | $0 |
| MELINDA DUNN | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| CARL SILVA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAUDIA SANCHEZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLIN CAMPBELL II | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURIE HALLIHAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN PAUL SULLIVAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATE ROLOFF | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUIS GOMEZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| OLI BACHE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD ERHARD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROGER GARAY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAWNEE GOMEZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| 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 | ALPINE EDUCATION FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 ADMINISTRATION WAY | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6196593045 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,000 | CurrentTaxYearAmt |
| Total | $256,017 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $44,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,944 | CurrentTaxYearAmt |
| Total | $238,278 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,944 | CurrentTaxYearAmt |
| Total | $494,295 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $494,295 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $5 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $5 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $28 | CurrentTaxYearMinus1YearAmt |
| Total | $28 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt III Ln 12 | FormAndLineReferenceDesc |
| Explanation | Other Income Part III, Line 12 Description: CLASSACTION SETTLEMENT 2021: 28. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | PART I LINE 20 - YEAR END ADJ |
| Other | Form 990-EZ, Part III, Line 28: hands on enrichment topics such as Coding/Robotics, Science Labs, Music, and Gardening/Aquaponics - creating a direct pathway to electives offered in 6th to 8th grade. Instruction is to Next Generation Science Standards. |
| Other | Form 990-EZ, Part III, Line 29: Art, Sports, Cooking, Coding & Robotics, Living Classroom Environmental Education, and Technology Adventure. |
| Other | Form 990-EZ, Part III, Line 30: Block Grant Program is to address funding deficiencies in the educational programs of Alpine's public schools and to enrich the quality of the curriculum. The Block Grant Program should address the highest educational funding priorities as primarily identified by the individual schools in the Alpine Union School District. |
| Form 990EZ, Part I, Line 16 | PROGRAM EXPENSES 123500. |
| Form 990EZ, Part I, Line 16 | FILING FEES |
| Form 990EZ, Part I, Line 16 | INSURANCE 422. |
| Form 990EZ, Part I, Line 16 | OPERATIONS EXPENSES 1818. |
| Form 990EZ, Part II, Line 24 | MARKET VALUE NON-CASH DONATIONS |
| Form 990EZ, Part II, Line 24 | MARKET VALUE NON-CASH SERVICES |
| Form 990EZ, Part II, Line 24 | 40' SHIPPING CONTAINER 2741. 2741. |
| Form 990EZ, Part II, Line 24 | INVENTORY PURCHASES FOR DONATION |
| Form 990EZ, Part II, Line 24 | MARKET VALUE OF GIFTS (NET) |
| Form 990EZ, Part II, Line 26 | US SBA COVID LOANS 30000. 30000. |