LOOMIS BASIN EDUCATION FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS BASIN EDUCATION FOUNDATION (EIN 26-0218866)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-26
- IRS object ID
- 202502999349200205
- Schema version
- 2024v5.2
- 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 | 2025-10-26T15:43:42-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364756304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dale G Sloss CPA A Professional Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 217 | AddressLine1Txt |
| City | Penryn | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260218866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOMIS BASIN EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOOM | BusinessNameControlTxt |
| Phone | 9166521800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1450 | AddressLine1Txt |
| City | LOOMIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95650 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA POURFATHI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9166521800 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Dale G Sloss | PreparerPersonNm |
| PTIN | P01342633 | PTIN |
| Phone | 9167696784 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | lbef.loomis-usd.k12.ca.us | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $132,727 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,503 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $118,217 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $41,230 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $76,987 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $91,497 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $70,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $898 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3,427 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,693 | OtherExpensesTotalAmt |
| Total Expenses | $78,018 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,479 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $126,773 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,252 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,773 | BOYAmt |
| EOY | $140,252 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,773 | BOYAmt |
| EOY | $140,252 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,773 | BOYAmt |
| EOY | $140,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Raise funds to support educational programs of the Loomis Union School District. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The Foundation (LBEF) works to raise funds through community involvement and provide financial support to 2,826 students that attend various Loomis Union School District schools. LBEF achieves this mission through grant awards that are used to support new technology, science and/or visual and performing arts. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $70,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $119,248 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $119,248 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MAXWELL KATT | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| MINDY MOHLENBROK | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| TINA POURFATHI | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| TATYANA KJELLBERG | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| ELIZABETH LARKIN | ||||
| VP OF MARKETING & COMMUNICATIONS | 2.00 | $0 | $0 | $0 |
| KENDRA MORTENSEN | ||||
| VOLUNTEER DIRECTOR | 2.00 | $0 | $0 | $0 |
| ERIKA SLOANE | ||||
| ADVISER | 2.00 | $0 | $0 | $0 |
| JILL ADDINGTON | ||||
| ADVISER | 2.00 | $0 | $0 | $0 |
| ANDREW HARRIS | ||||
| VOLUNTEER DIRECTOR | 2.00 | $0 | $0 | $0 |
| KRISTIN WITTENBERG | ||||
| VOLUNTEER DIRECTOR | 2.00 | $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 | TINA POURFATHI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1450 | AddressLine1Txt |
| City | LOOMIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166521800 | 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 | $5,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,503 | CurrentTaxYearAmt |
| Total | $46,865 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,994 | CurrentTaxYearAmt |
| Total | $350,406 | 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 | $27,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,497 | CurrentTaxYearAmt |
| Total | $397,271 | 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 | $397,271 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61 | CurrentTaxYearMinus1YearAmt |
| Total | $146 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61 | CurrentTaxYearMinus1YearAmt |
| Total | $146 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99960 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MANDA RUN | Event1Nm |
| Gross Receipts Event1 | $45,509 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,509 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,933 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,774 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $640 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $925 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,735 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNEY | Event2Nm |
| Gross Receipts Event2 | $40,013 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $40,013 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,530 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,245 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $228 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $32,695 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $32,695 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,824 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $800 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,596 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $118,217 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $118,217 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,933 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,304 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,709 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,725 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,559 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $76,987 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 10 | SCHOOLS ENRICHMENT PROGRAM; GENERAL SUPPORT; LOOMIS UNION SCHOOL DISTRICT: 3290 HUMPHREY RD , LOOMIS , CA, 95650; SUPPORT ORGANIZATION, 70000. |
| Form 990EZ, Part I, Line 16 | INSURANCE 1725. |
| Form 990EZ, Part I, Line 16 | MEALS & ENTERTAINMENT 933. |
| Form 990EZ, Part I, Line 16 | MISC 1035. |
| Form 990EZ, Part II, Line 24 | SPONSORSHIP RECEIVABLE |
| Form 990EZ, Part II, Line 24 | OTHER AR |