SANTA CRUZ EDUCATION FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ EDUCATION FOUNDATION (EIN 20-0239163)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-01
- IRS object ID
- 202100329349200210
- Schema version
- 2019v5.0
- 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 | 2021-02-01T11:21:08-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823176066 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ PACIFIC ACCOUNTING AND TAX | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 WATER ST STE C | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200239163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8314278212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8501 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT FARRELL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8314278212 | PhoneNum |
| Signature | 2021-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONRAD SEALES CPA | PreparerPersonNm |
| PTIN | P00744368 | PTIN |
| Phone | 8312261500 | PhoneNum |
| Preparation | 2021-01-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | SANTACRUZEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $100,696 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,485 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $82,211 | ProgramServiceRevenueAmt |
| Total Revenue | $100,696 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $3,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $71,895 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $6,481 | OtherExpensesTotalAmt |
| Total Expenses | $81,876 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,820 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $31,500 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $40 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $50,360 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,207 | BOYAmt |
| EOY | $50,360 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,293 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,500 | BOYAmt |
| EOY | $50,360 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,500 | BOYAmt |
| EOY | $50,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO RAISE FUNDS FOR THE ACADEMIC AND CO-CURRICULAR PROGRAMS OF SANTA CRUZ CITY SCHOOLS AND EDUCATE THE PUBLIC ABOUT THE ROLE AND NEEDS OF PUBLIC SCHOOLS, AS WELL AS ADVOCATE FOR PUBLIC SCHOOLS AT THE LOCAL, STATE, AND FEDERAL LEVEL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| RAISE FUNDS FOR THE ACADEMIC AND CO-CURRICULAR PROGRAMS OF SANTA CRUZ CITY SCHOOLS AND EDUCATE THE PUBLIC ABOUT THE ROLE AND NEEDS OF PUBLIC SCHOOLS. | $5,685 | |
| EXPLORE AFTER SCHOOL PROGRAM OFFERING A WIDE RANGE OF AFFORDABLE, QUALITY AFTER SCHOOL ENRICHMENT CLASSES. | $71,895 | |
| RAISE FUNDS FOR THE ACADEMIC AND CO-CURRICULAR PROGRAMS OF SANTA CRUZ CITY SCHOOLS AND EDUCATE THE PUBLIC ABOUT THE ROLE AND NEEDS OF PUBLIC SCHOOLS. | $3,500 | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $81,080 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| OLGA DE SANTA ANNA | ||
| PRESIDENT | 4.00 | $0 |
| MATT FARRELL | ||
| VICE PRESIDE | 2.00 | $0 |
| ANGELA GENGLER DOBKIN | ||
| SECRETARY | 2.00 | $0 |
| ABI JONES | ||
| BOARDMEMBER | 1.00 | $0 |
| LAURA JONES | ||
| TREASURER | 2.00 | $0 |
| SUKH SINGH | ||
| BOARDMEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | Yes (true) | 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 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT FARRELL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8501 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313317496 | 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 | $38,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,485 | CurrentTaxYearAmt |
| Total | $125,942 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,485 | CurrentTaxYearAmt |
| Total | $125,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $125,942 | PublicSupportTotal170Amt |
| Total Support | $125,942 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $120,828 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,764 OFFICE 1,499 INFORMATION TECHNOLOGY 1,242 INSURANCE 1,003 DUES & SUBSCRIPTIONS 744 BANK FEES 158 TAX, LICENSES & PERMITS 71 TOTAL 6,481 |
| FORM 990-EZ, PART I, LINE 20 | INCREASE IN TEMP RESTRICTED 40 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 2,293 0 TOTAL 2,293 0 |
| FORM 990-EZ, PART III | TO RAISE FUNDS FOR THE ACADEMIC AND CO-CURRICULAR PROGRAMS OF SANTA CRUZ CITY SCHOOLS AND EDUCATE THE PUBLIC ABOUT THE ROLE AND NEEDS OF PUBLIC SCHOOLS, AS WELL AS ADVOCATE FOR PUBLIC SCHOOLS AT THE LOCAL, STATE, AND FEDERAL LEVEL. |
| FORM 990-EZ, PART III, LINE 31 | RAISE FUNDS FOR THE ACADEMIC AND CO-CURRICULAR PROGRAMS OF SANTA CRUZ CITY SCHOOLS AND EDUCATE THE PUBLIC ABOUT THE ROLE AND NEEDS OF PUBLIC SCHOOLS. |
| FORM 990-EZ, PART V, LINE 33 | 'EXPLORE' IS A SANTA CRUZ CITY SCHOOLS DISTRICT-WIDE PROGRAM THAT OFFERS A WIDE RANGE OF AFFORDABLE, QUALITY AFTER SCHOOL ENRICHMENT CLASSES AT ALL 5 ELEMENTARY SCHOOLS |