STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALHAMBRA FOUNDATION FOR THE FUTURE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALHAMBRA FOUNDATION FOR THE FUTURE (EIN 86-0729940)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201931359349300223
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2019-05-15T04:21:19-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Christy Niezgodzki CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17510 N 14th AveAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850218012ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860729940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alhambra Foundation for the FutureBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALHABusinessNameControlTxt
Phone6023362920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14510 N 37th AvenueAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR TRACEY LOPEMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6023362920PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTY NIEZGODZKI CPAPreparerPersonNm
PTINP00805145PTIN
Phone6023809264PhoneNum
Preparation2019-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.165.166.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm04:21:16IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1B0057B11A0FEBEF5186DAC8F5DEF945D07D43C5AtSubmissionCreationDeviceId
At Submission Filing Device IdAD5FC9BB621CE6FDA17A3A778FC700A97F2B3EFDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dr Tracey LopemanBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14510 N 37th AvenueAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85019ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$160,775GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://alhambraesd.schoolfusion.us/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTO PROVIDE SELECTED GRADUATES OF THE ALHAMBRA SCHOOL DISTRICT WITH SCHOLARSHIPS FOR POST-SECONDARY EDUCATION. SCHOLARSHIPS ARE FOR STUDENTS WHO MIGHT OTHERWISE BE UNABLEActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$101,586PYContributionsGrantsAmt
CY Contributions Grants$61,306CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$196,983PYInvestmentIncomeAmt
CY Investment Income$99,469CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$298,569PYTotalRevenueAmt
CY Total Revenue$160,775CYTotalRevenueAmt
PY Grants And Similar Paid$130,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$40,600CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$360CYTotalFundraisingExpenseAmt
PY Other Expenses$17,608PYOtherExpensesAmt
CY Other Expenses$19,252CYOtherExpensesAmt
PY Total Expenses$148,208PYTotalExpensesAmt
CY Total Expenses$59,852CYTotalExpensesAmt
PY Revenues Less Expenses$150,361PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$100,923CYRevenuesLessExpensesAmt
Total Assets BOY$1,727,595TotalAssetsBOYAmt
Total Assets EOY$1,828,517TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,727,595NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,828,517NetAssetsOrFundBalancesEOYAmt
MissionTo provide selected graduates ofMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$53,889ExpenseAmt
DescTHE FOUNDATION PROVIDED 72 SCHOLARSHIPS TO SELECTED GRADUATES OF THE ALHAMBRA ELEMENTARY SCHOOL DISTRICT FOR POST-SECONDARY EDUCATION. SCHOLARSHIPS ARE FOR STUDENTS WHO MIGHT OTHERWISE BE UNABLE TO AFFORD COLLEGE. THE FOUNDATION HAS RECEIVED MANY COMMUNITY RECOGNITION SPECIAL AWARDS.Desc
Total Program Service Expenses$53,889TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 IndividualsYes (true)GrantsToIndividualsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6023362925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14510 N 37th AvenueAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85019ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR TRACEY LOPEMAN
President5.00Yes (X)Yes (X)$0$0$0
LINDA JEFFRIES
Director2.00Yes (X)$0$0$0
MARLEAH MCKNIGHT
Secretary Treasurer/Director1.00Yes (X)Yes (X)$0$0$0
DR WILLIAM SMITH
Director1.00Yes (X)$0$0$0
DR CAROL G PECK
Director1.00Yes (X)$0$0$0
MARA WAYLAND
Director1.00Yes (X)$0$0$0
GRETCHEN NOBLE
Director1.00Yes (X)$0$0$0
DR JIM RICE
Director1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$61,306AllOtherContributionsAmt
Total Contributions$61,306TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,469TotalRevenueColumnAmt
Exclusion$99,469ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,775TotalRevenueColumnAmt
Exclusion$99,469ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$40,600TotalAmt
Program Services$40,600ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,611TotalAmt
Program Services$13,289ProgramServicesAmt
Management And General$3,322ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,113TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,113ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Fundraising$360$0$0$360
Bank Fees$131$0$131$0
Misc$37$0$37$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$59,852TotalAmt
Program Services$53,889ProgramServicesAmt
Management And General$5,603ManagementAndGeneralAmt
Fundraising$360FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$207,595BOYAmt
EOY$210,517EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,520,000BOYAmt
EOY$1,618,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,727,595BOYAmt
EOY$1,828,517EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,727,595BOYAmt
EOY$1,828,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,727,595BOYAmt
EOY$1,828,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,727,595BOYAmt
EOY$1,828,517EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$100,923ReconcilationRevenueExpnssAmt
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$102,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,586CurrentTaxYearMinus1YearAmt
Current Tax Year$61,306CurrentTaxYearAmt
Total$514,137TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,200CurrentTaxYearMinus1YearAmt
Current Tax Year$1,200CurrentTaxYearAmt
Total$8,400TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,786CurrentTaxYearMinus1YearAmt
Current Tax Year$62,506CurrentTaxYearAmt
Total$522,537TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$522,537PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$196,983CurrentTaxYearMinus1YearAmt
Current Tax Year$99,469CurrentTaxYearAmt
Total$391,164TotalAmt
FieldValueIRS element (for citing)
Total Support$913,701TotalSupportAmt
Public Support CY1700.57190PublicSupportCY170Pct
Public Support PY1700.65740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEducation scholarships awarded to studentsGrantTypeTxt
Recipient72RecipientCnt
Cash Grant$40,600CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationScholarship checks are sent directly to post-secondary education schools located in the U.S., to be used for the designated student's education expenses. The Arizona Community Foundation implements the selection and distribution of the scholarship recipients.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 2The following Board members are related to one another through common business relationships by virtue of the fact that they are employees of Alhambra Elementary School District. These Board members were NOT compensated by the Foundation. Alhambra Elementary School District positions: Dr Tracey Lopeman, Asst Superintendent Strategic Planning; Gretchen Noble, Teacher; Dr James W Rice, Former Superintendent; Linda Jeffries, Director of Communications & Marketing; Mara Wayland Asst Superintendent for District & School Structure
Pt VI, Line 12cThe BOD is asked to review the written conflict of interest annually.
Pt VI, Line 11bThe 990 is prepared by a CPA, then reviewed in detail by the Treasurer.
Pt VI, Line 19The Organization's 990 is available to the public upon written request.