SANTA CRUZ EDUCATION FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ EDUCATION FOUNDATION (EIN 20-0239163)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-06-09
- IRS object ID
- 201701609349200220
- Schema version
- 2015v3.0
- 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 | 2017-06-09T13:55:54-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841723632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISSER SEALES RICCABONA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Water St Suite 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 | 2015-07-01 | 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 | 950618501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rocco Cappalla | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8314278212 | PhoneNum |
| Signature | 2017-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Conrad Seales CPA | PreparerPersonNm |
| PTIN | P00744368 | PTIN |
| Phone | 8314581600 | PhoneNum |
| Preparation | 2017-05-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | santacruzeducationfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | Foundation | TypeOfOrganizationOtherDesc |
| Gross Receipts | $43,316 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $35,394 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $7,922 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,589 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,333 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $38,727 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $48,763 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $1,389 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $5,279 | OtherExpensesTotalAmt |
| Total Expenses | $55,431 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,704 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $40,777 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $24,073 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,777 | BOYAmt |
| EOY | $24,073 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,777 | BOYAmt |
| EOY | $24,073 | 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 | $40,777 | BOYAmt |
| EOY | $24,073 | 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-cirricular 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Raise funds for the academic and co-cirricular programs of Santa Cruz City Schools and educate the public about the role and needs of public schools | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $48,763 | GrantsAndAllocationsAmt |
| Program Service Expenses | $48,763 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,763 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Stephanie Pache | ||||
| President | 4.00 | $0 | $0 | $0 |
| Casey Coonerty Protti | ||||
| Secretary | 2.00 | $0 | $0 | $0 |
| Rocco Cappalla | ||||
| Treasurer | 2.00 | $0 | $0 | $0 |
| Olga de santa Anna | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Matt Farrell | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Lacie Gray | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Caitlin McCord | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Lynne Stoops | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | 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 | Rocco Cappalla | 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 | 8314278212 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $132,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,394 | CurrentTaxYearAmt |
| Total | $693,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,394 | CurrentTaxYearAmt |
| Total | $693,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $693,575 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,333 | CurrentTaxYearAmt |
| Total | $45,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $739,450 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $718,378 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93800 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: 1000. Grantee Name: Santa Cruz Office of Education. Grantee Address: 400 Encinal Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 5,497. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: 1000. Grantee Name: Santa Cruz City Schools. Grantee Address: 405 Soquel San Jose Road Soquel, CA 95073. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: 1000. Grantee Name: Arts Council Santa Cruz. Grantee Address: 1070 River Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: 1000. Grantee Name: Various grants to schools under 5,000. Grantee Address: Various Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 23,266. Total included on Form 990-EZ, line 10: 48,763. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Bank fees. Amount: 177. Description: Communications. Amount: 2,745. Description: Office expenses. Amount: 2,357. Total to Form 990-EZ, line 16: 5,279. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |