SAN GABRIEL VALLEY FOUNDATION FOR ECONOMIC GROWTH: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAN GABRIEL VALLEY FOUNDATION FOR ECONOMIC GROWTH (EIN 95-4643569)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-09
- IRS object ID
- 202533169349203373
- 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 | 2025-11-09T18:48:02-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202623971 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Apodaca Accountancy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 W Foothill Blvd | AddressLine1Txt |
| City | Monrovia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | 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 | 954643569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN GABRIEL FOUNDATION FOR ECONOMIC GROWTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LUIS PORTILLO | InCareOfNm |
| Business Name Control | SANG | BusinessNameControlTxt |
| Phone | 6268563400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 EAST FOOTHILL BLVD STE 100 | AddressLine1Txt |
| City | Monrovia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUIS PORTILLO | PersonNm |
| Person Title | PRESIDENTCEO | PersonTitleTxt |
| Phone | 6268563400 | PhoneNum |
| Signature | 2025-11-09 | 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 | ANTHONY APODACA | PreparerPersonNm |
| PTIN | P00198914 | PTIN |
| Phone | 6263054220 | PhoneNum |
| Preparation | 2025-11-09 | PreparationDt |
| 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $27,121 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $27,121 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $27,121 | TotalRevenueAmt |
| Other Expenses Total | $20,764 | OtherExpensesTotalAmt |
| Total Expenses | $20,764 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,357 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $20,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,392 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,035 | BOYAmt |
| EOY | $25,892 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $500 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,035 | BOYAmt |
| EOY | $26,392 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,035 | BOYAmt |
| EOY | $26,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | GRANTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CONDUCT WORKSHOPS, SEMINARS, AND OTHER TRAINING ON ECONOMIC OPPOURTUNITIES IN THE SAN GABRIEL VALLEY. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $20,764 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,764 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (33 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ERON JACOBSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| EUGENE CHO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL RABIN | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| BRYAN COOK | ||||
| CITY MANAGER REP | 1.00 | $0 | $0 | $0 |
| SALVATRIC CUMMO | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| FRAN INMAN | ||||
| IMMEDIATE PAST CHAIR | 1.00 | $0 | $0 | $0 |
| REYNA TRUJILLO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUPE VALADEZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS WONG | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| MILAN RATKOVICH | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID KLUG | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUPE HERRERA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS LENZ | ||||
| LEGAL COUNSEL | 1.00 | $0 | $0 | $0 |
| LANAE OSHIELDS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARMEN SHOEMAKER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIA ROSALES-RAMIREZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BENNY AYALA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRANCES TEVES | ||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 |
| LEI WANG | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAELA DIAZ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAUREEN C TAYLOR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEAN RALLIS JR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| IRIS ESPINO | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| SAM PEDROZA | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARTHA GARCIA | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEN LEE | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| BOB KUHN | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER HIDALGO | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| YOKO IGAWA | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| MAXIM GORIN | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANTHONY FELLOW PHD | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLIFFORD DANIELS | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEX ENG | ||||
| PAST CHAIR | 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 |
| 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 | CINDY CALDERA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 EAST FOOTHILL BLVD SUITE 100 | AddressLine1Txt |
| City | Monrovia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6268563400 | 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,121 | CurrentTaxYearAmt |
| Total | $70,936 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,121 | CurrentTaxYearAmt |
| Total | $70,936 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,936 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,121 | CurrentTaxYearAmt |
| Total | $70,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountOTHER DEDUCTIONS 3,500WORKFORCE DEVELOPMENT 16,300PROJECT EXPENSES 964 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearACCOUNTS RECEIVABLE 0 500 |