ANDERSON VALLEY EDUCATION FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDERSON VALLEY EDUCATION FOUNDATION (EIN 68-0436870)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202433209349203763
Schema version
2023v5.1
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)
Return2024-11-15T08:24:43-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200734503PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Chris Orozco EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Gurdas CourtAddressLine1Txt
CityYuba CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95993ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680436870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson Valley Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone7076846568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 242AddressLine1Txt
CityBoonvilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarcus MagdalenoPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris OrozcoPreparerPersonNm
PTINP00186772PTIN
Phone5307513894PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresshttp://www.andersonvalleyeducation.org/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$137,468GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$127,906ContributionsGiftsGrantsEtcAmt
Investment Income$6,112InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$3,450FundraisingGrossIncomeAmt
Special Events Direct Expenses$5,165SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$1,715SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$132,303TotalRevenueAmt
Grants And Similar Amounts Paid$117,376GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,970FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$616PrintingPublicationsPostageAmt
Other Expenses Total$2,336OtherExpensesTotalAmt
Total Expenses$123,298TotalExpensesAmt
Excess Or Deficit For Year$9,005ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$319,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$328,500NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$315,242BOYAmt
EOY$327,218EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$4,253BOYAmt
EOY$1,396EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$319,495BOYAmt
EOY$328,614EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$114EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$319,495BOYAmt
EOY$328,500EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCharitable educationPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Awarded $65,500 in scholarships to 34 deserving high school graduates to be paid out over the next two fiscal years.$35,750$35,750
Awarded grants to fund a wide variety of activities including a trip to Puerto Rico for Spanish students, a trip to Ashland Oregon for drama students, a trip the Bay Area to attend a Japanese woodworking workshop as well as attend a tea ceremony and a visit to Japanese Bonsai gardens. There were also several FFA trips to conferences, and a 6th grade trip to the Woodlands Outdoor Education program for three days.$66,007$66,156
Our Fellowship program sent two students to Europe. One attended a theater arts program in London, England and the other went to Paris, France, to study fashion design and French culture.$9,820$9,820
The Junior High Summer program was fully back in business after COVID. Eleven students attended summer camps of their choice. For some, it was a first time at an overnight camp$5,799$5,799
FieldValueIRS element (for citing)
Total Program Service Expenses$117,525TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Natalie Lopez
Student Rep0.50$0
Dick Browning
Vice President1.00$0
Gail Gester
Board member3.00$0
Linnea Totten
President4.00$0
Cindy Novella
Board member0.50$0
Ann Christen
Board member1.00$0
Melinda Ellis
Secretary3.00$0
Chris Howard
Board member0.50$0
Sally-Anne Jindra
Board member1.00$0
Marcus Magdaleno
Treasurer3.00$0
Tere Malfavon
Board member0.50$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)
PersonMarcus MagdalenoPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 242AddressLine1Txt
CityBoonvilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954150242ZIPCd
FieldValueIRS element (for citing)
Phone7076846568PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$143,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,180CurrentTaxYearMinus1YearAmt
Current Tax Year$127,906CurrentTaxYearAmt
Total$531,499TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$143,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,180CurrentTaxYearMinus1YearAmt
Current Tax Year$127,906CurrentTaxYearAmt
Total$531,499TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$119,073SubstantialContributorsTotAmt
Public Support Total170$412,426PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108CurrentTaxYearMinus1YearAmt
Current Tax Year$6,112CurrentTaxYearAmt
Total$6,322TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$537,821TotalSupportAmt
Public Support CY1700.76680PublicSupportCY170Pct
Public Support PY1700.80570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Hotel fundraiser - April supperEvent1Nm
Gross Receipts Event1$43,521GrossReceiptsEvent1Amt
Charitable Contri Event1$40,071CharitableContriEvent1Amt
Gross Revenue Event1$3,450GrossRevenueEvent1Amt
Food And Beverage Event1$5,015FoodAndBeverageEvent1Amt
Entertainment Event1$150EntertainmentEvent1Amt
Gross Receipts Total$43,521GrossReceiptsTotalAmt
Charitable Contributions Tot$40,071CharitableContributionsTotAmt
Gross Revenue Total Events$3,450GrossRevenueTotalEventsAmt
Food And Beverage Total Events$5,015FoodAndBeverageTotalEventsAmt
Entertainment Total Events$150EntertainmentTotalEventsAmt
Direct Expense Summary Events$5,165DirectExpenseSummaryEventsAmt
Net Income Summary-$1,715NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1Class of Activity: Grants | Donee's Name: Anderson Valley USD | Donee's Address: 12300 Anderson Valley Way Boonville CA 95415 | Cash Amount Given: $63357
Grants and Similar Amounts Paid In Excess of $5,000.20Class of Activity: Fellowships | Donee's Name: CIEE | Donee's Address: 600 Southborough Drive, Suite 104 South Portland ME 04106 | Cash Amount Given: $5950
Other Expenses.1001Advertising and Promotion $225
Other Expenses.1002Office Expenses $330
Other Expenses.1012Insurance $929
Other Expenses.1Special Event inv disposed $707
Other Expenses.4Filing fees $145
Other Assets.1Special Events inventory - Beginning $1778 Special Events inventory - Ending $1396
Other Assets.2Special Events receivable - Beginning $2475 Special Events receivable - Ending $0
Total Liabilities.1Use tax payable - Beginning $0 Use tax payable - Ending $114

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