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GOLETA EDUCATION FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GOLETA EDUCATION FOUNDATION (EIN 77-0223008)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349208694
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-05-15T15:56:47-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921445842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Maher & Mitchell LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 San YsidroAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770223008EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLETA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLEBusinessNameControlTxt
Phone8055699864PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 1177AddressLine1Txt
CityGOLETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMatthew Mitchell CPAPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMatthew MitchellPersonFirstNm
Person LastCPAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW MITCHELL CPAPreparerPersonNm
PTINP01627091PTIN
Phone8059691339PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.goletaeducationfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$111,209GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$89,609ContributionsGiftsGrantsEtcAmt
Investment Income$66InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$21,534FundraisingGrossIncomeAmt
Special Events Direct Expenses$11,487SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$10,047SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$99,722TotalRevenueAmt
Salaries Other Comp Empl Bnft$47,603SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$300FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$250PrintingPublicationsPostageAmt
Other Expenses Total$51,140OtherExpensesTotalAmt
Total Expenses$99,293TotalExpensesAmt
Excess Or Deficit For Year$429ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$165,389NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$165,818NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$164,549BOYAmt
EOY$164,978EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$840BOYAmt
EOY$840EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$165,389BOYAmt
EOY$165,818EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$165,389BOYAmt
EOY$165,818EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE GOLETA EDUCATION FOUNDATION IS DEDICATED TO ENGAGING THE COMMUNITY TO INVEST IN AND ENHANCE AN EXCELLENT EDUCATION FOR ALL STUDENTS ATTENDING SCHOOLS IN THE GOLETA VALLEY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
INNOVATION GRANTS TO GUSD EDUCATORS WHO ARE BRINGING CREATIVE TEACHING IDEAS INTO THE CLASSROOM TO BETTER SERVE ALL LEVELS AND TYPES OF LEARNERS.
EXPANSION OF A BEHAVIOR INTERVENTION PROGRAM THAT DEVELOPS SKILLS FOR TEACHERS, PUPILS, AND PARENTS TO ALLOW FOR CONSTRUCTIVE RESPONSES TO DISRUPTIVE CLASSROOM BEHAVIOR.
PROFESSIONAL DEVELOPMENT GRANTS AWARDED DIRECTLY TO GUSD TEACHERS.

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Brandon Mowery
Vice President2.00$0
Dan Oh
President2.00$0
Emily Izmirian
Director6.00$0
Blair Looker
Secretary4.00$0
Tim Deakyne
Director2.00$0
Felicia Roggero
Director2.00$0
Bethany Sutherland
Executive Dir.20.00$47,603
Matthew Mitchell
Treasurer2.00$0
Daalia Reynolds
Director6.00$0
D Ines Casillas
Director2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMATTHEW MITCHELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 1177AddressLine1Txt
CityGOLETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93116ZIPCd
FieldValueIRS element (for citing)
Phone8055699864PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$320,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,379CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,364CurrentTaxYearMinus1YearAmt
Current Tax Year$89,609CurrentTaxYearAmt
Total$720,843TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$320,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,379CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,364CurrentTaxYearMinus1YearAmt
Current Tax Year$89,609CurrentTaxYearAmt
Total$720,843TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$720,843PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103CurrentTaxYearMinus3YearsAmt
Total$158TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103CurrentTaxYearMinus3YearsAmt
Total$158TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$320,487CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,482CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,364CurrentTaxYearMinus1YearAmt
Current Tax Year$89,609CurrentTaxYearAmt
Total$721,001TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Lemon RunEvent1Nm
Gross Receipts Event1$21,534GrossReceiptsEvent1Amt
Gross Revenue Event1$21,534GrossRevenueEvent1Amt
Other Direct Expenses Event1$11,487OtherDirectExpensesEvent1Amt
Gross Receipts Total$21,534GrossReceiptsTotalAmt
Gross Revenue Total Events$21,534GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$11,487OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,487DirectExpenseSummaryEventsAmt
Net Income Summary$10,047NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $2384
Other Expenses.1012Insurance $1631
Other Expenses.1GUSD $33491
Other Expenses.2PROF. DEVELOPMENT GRANTS PAID $7642
Other Expenses.3WEBSITE EXPENSES $3491
Other Expenses.4COMMUNITY OF FRIENDS $1084
Other Expenses.5GRANTWRITING $780
Other Expenses.6EDUCATION $475
Other Expenses.8EVENT EXPENSES $137
Other Expenses.9LICENSES & REGISTRATION FEES $25
Other Assets.1005Accounts Receivable - Beginning $840 Accounts Receivable - Ending $840

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