EAST PALO ALTO ACADEMY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EAST PALO ALTO ACADEMY FOUNDATION (EIN 20-2699147)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-09
- IRS object ID
- 202511299349302076
- Schema version
- 2023v6.0
- 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 | 2025-05-09T11:17:22-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202699147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST PALO ALTO ACADEMY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 6502003530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50803 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943030667 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN HYLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6502003530 | PhoneNum |
| Signature | 2025-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER Z IWATA | PreparerPersonNm |
| PTIN | P01310188 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2025-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN HYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50803 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943030667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,843,690 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPAAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FUNDS DIRECT SERVICES AND SCHOLARSHIPS FOR EAST PALO ALTO ACADEMY STUDENTS AND GRADUATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,787,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,707,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,528 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,023 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139 | PYOtherRevenueAmt |
| CY Other Revenue | $86 | CYOtherRevenueAmt |
| PY Total Revenue | $1,815,115 | PYTotalRevenueAmt |
| CY Total Revenue | $1,795,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,250,932 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,043,907 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $330,432 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $311,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $156,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $230,231 | PYOtherExpensesAmt |
| CY Other Expenses | $250,989 | CYOtherExpensesAmt |
| PY Total Expenses | $1,811,595 | PYTotalExpensesAmt |
| CY Total Expenses | $1,606,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $189,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,835,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,039,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $531,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $535,811 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,303,578 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,504,149 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EAST PALO ACADEMY FOUNDATION ADVOCATES FOR, ADVANCES, AND RAISES FUNDS TO BENEFIT THE STUDENTS AND GRADUATES OF EAST PALO ALTO ACADEMY, A CHARTER SCHOOL OF THE SEQUOIA UNION HIGH SCHOOL DISTRICT. OUR PROGRAMS AND RESOURCES ARE IN PURSUIT OF OUR MISSION TO SUPPORT THE STUDENTS AND GRADUATES OF EAST PALO ALTO ACADEMY THROUGH HIGH SCHOOL AND POST-SECONDARY PATHWAYS INTO MEANINGFUL CAREERS BY PROVIDING ACADEMIC, NAVIGATIONAL, SOCIAL-EMOTIONAL, AND FINANCIAL RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,263,796 | ExpenseAmt |
| Grant | $1,043,907 | GrantAmt |
| Desc | EFFECTIVE AUGUST 1, 2014, EAST PALO ALTO ACADEMY FOUNDATION (PRIOR TO JULY 1, 2017, KNOWN AS STANFORD SCHOOLS CORPORATION) SERVES AS A NON-PROFIT ORGANIZATION, SUPPORTING A PUBLIC CHARTER SCHOOL, EAST PALO ALTO ACADEMY, IN TWO WAYS. FIRST, EAST PALO ALTO ACADEMY FOUNDATION (EPAAF) FUNDS DIRECT SERVICES FOR THE HIGH SCHOOL INCLUDING: EARLY COLLEGE COURSES, WHERE STUDENTS EARN COLLEGE CREDIT DURING THEIR REGULAR SCHOOL DAY; THE DREAM LAB, A MAKERSPACE WHERE STUDENTS ENGAGE IN HANDS-ON STEM LEARNING AND DEVELOP CREATIVE PROBLEM-SOLVING AND COMMUNICATION SKILLS; AND WRAPAROUND SERVICES THAT SUPPORT STUDENTS' MENTAL HEALTH AND READINESS TO LEARN. SECOND, EPAAF OFFERS SCHOLARSHIP FUNDS TO A SELECT NUMBER OF COLLEGE AND VOCATIONAL STUDENTS, ALL OF WHOM GRADUATED FROM EAST PALO ALTO ACADEMY.EAST PALO ALTO ACADEMY PROVIDES A HIGH QUALITY EDUCATION FOR APPROXIMATELY 287 STUDENTS. THE STUDENT POPULATION IS APPROXIMATELY 89% LATINO/A/X, 5% AFRICAN-AMERICAN, 5% PACIFIC ISLANDERS, AND 1% OTHER. 57% OF STUDENTS WILL BE THE FIRST IN THEIR FAMILIES TO GRADUATE HIGH SCHOOL, AND 91% WILL BE FIRST-GENERATION COLLEGE STUDENTS. APPROXIMATELY 41% OF THE STUDENTS ARE BILINGUAL & SECOND LANGUAGE LEARNERS. THE HIGH SCHOOL CONTINUES TO FOCUS ON CULTURALLY RESPONSIVE CURRICULUM, RIGOROUS COLLEGE PREPARATION, AND HIGH STANDARDS AND HIGH SUPPORT FOR STUDENTS IN PURSUIT OF OUR AMBITIOUS VISION THAT "ALL STUDENTS WILL GRADUATE COLLEGE-READY, EMPOWERED WITH THE KNOWLEDGE, SKILLS, AND PASSION TO POSITIVELY IMPACT THEIR OWN LIVES, THEIR COMMUNITY, AND THE GLOBAL SOCIETY." WE ARE PROUD TO SHARE THAT 98% OF THE EPAA CLASS OF 2024 GRADUATED FROM HIGH SCHOOL AND 98% OF GRADUATES CHOSE A POSTSECONDARY PATHWAY AND JOINED AN EPAAF ALUMNI PROGRAM. 80% OF OUR UNIVERSITY SCHOLARS ARE STILL PERSISTING IN OR HAVE GRADUATED FROM POSTSECONDARY EDUCATION OR TRAINING PROGRAMS. | Desc |
| Total Program Service Expenses | $1,263,796 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN HYLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502003530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3460 W BAYSHORE RD 105 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LAURA A MURAWCZYK | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MINDY ROGERS | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| POLLY LIU | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL LEWIS SCHWARTZ | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANGELA NOMELLINI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MUDITA JAIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAUREN KOENIG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARNIE MARCIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATRICK DUNKLEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ESTEBAN ZUNO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DENISE SMITH-HAMS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHYRN HYLE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $128,273 | $0 | $14,617 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $128,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,617 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,707,436 | AllOtherContributionsAmt |
| Noncash Contributions | $50,013 | NoncashContributionsAmt |
| Total Contributions | $1,707,436 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,023 | TotalRevenueColumnAmt |
| Exclusion | $88,023 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,048,145 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,048,145 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $86 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $86 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,795,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $88,023 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,631 | TotalAmt |
| Program Services | $694,631 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,276 | TotalAmt |
| Program Services | $349,276 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,876 | TotalAmt |
| Program Services | $82,777 | ProgramServicesAmt |
| Management And General | $26,186 | ManagementAndGeneralAmt |
| Fundraising | $45,913 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,040 | TotalAmt |
| Program Services | $78,022 | ProgramServicesAmt |
| Management And General | $36,380 | ManagementAndGeneralAmt |
| Fundraising | $9,638 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,283 | TotalAmt |
| Program Services | $9,774 | ProgramServicesAmt |
| Management And General | $2,509 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,091 | TotalAmt |
| Program Services | $11,728 | ProgramServicesAmt |
| Management And General | $4,524 | ManagementAndGeneralAmt |
| Fundraising | $3,839 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195 | TotalAmt |
| Management And General | $1,195 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,270 | TotalAmt |
| Management And General | $53,270 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,015 | TotalAmt |
| Program Services | $234 | ProgramServicesAmt |
| Management And General | $51,150 | ManagementAndGeneralAmt |
| Fundraising | $80,631 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,585 | TotalAmt |
| Program Services | $11,577 | ProgramServicesAmt |
| Management And General | $1,210 | ManagementAndGeneralAmt |
| Fundraising | $3,798 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,917 | TotalAmt |
| Program Services | $16,145 | ProgramServicesAmt |
| Management And General | $5,374 | ManagementAndGeneralAmt |
| Fundraising | $7,398 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,306 | TotalAmt |
| Program Services | $866 | ProgramServicesAmt |
| Management And General | $1,383 | ManagementAndGeneralAmt |
| Fundraising | $1,057 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,701 | TotalAmt |
| Program Services | $8,766 | ProgramServicesAmt |
| Management And General | $2,918 | ManagementAndGeneralAmt |
| Fundraising | $4,017 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,186 | TotalAmt |
| Program Services | $1,263,796 | ProgramServicesAmt |
| Management And General | $186,099 | ManagementAndGeneralAmt |
| Fundraising | $156,291 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,776,149 | BOYAmt |
| EOY | $1,501,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,831 | BOYAmt |
| EOY | $1,861,751 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,595 | BOYAmt |
| EOY | $99,130 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,619 | BOYAmt |
| EOY | $11,800 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,011 | BOYAmt |
| EOY | $563,383 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,205 | BOYAmt |
| EOY | $4,039,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,627 | BOYAmt |
| EOY | $35,811 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,627 | BOYAmt |
| EOY | $535,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,596 | BOYAmt |
| EOY | $2,219,710 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,982 | BOYAmt |
| EOY | $1,284,439 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303,578 | BOYAmt |
| EOY | $3,504,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,205 | BOYAmt |
| EOY | $4,039,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $189,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,212 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,060,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,120,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,958,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,787,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,707,436 | CurrentTaxYearAmt |
| Total | $9,633,838 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,060,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,120,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,958,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,787,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,707,436 | CurrentTaxYearAmt |
| Total | $9,633,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $171,348 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,462,490 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,023 | CurrentTaxYearAmt |
| Total | $139,361 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86 | CurrentTaxYearAmt |
| Total | $914 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,774,113 | TotalSupportAmt |
| Public Support CY170 | 0.96810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER LOCAL REVENUE - 2020 AMOUNT: $ 442. 2021 AMOUNT: $ 247. 2022 AMOUNT: $ 139. 2023 AMOUNT: $ 86. | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED ANNUITIES | Desc |
| Book Value | $563,383 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $563,383 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEDGED TO SUHSD | Desc |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $500,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,872,538 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,212 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $65,781 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $76,993 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,795,545 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,795,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,671,967 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $65,781 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $65,781 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,606,186 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,606,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEQUOIA UNION HIGH SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 JAMES AVE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 943084148 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $694,631 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SEQUOIA UNION HIGH SCHOOL DISTRICT OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 89 | $346,260 |
| EMERGENCY RELIEF | 3 | $3,016 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES SOME SCHOLARSHIP FUNDS TO GRADUATES OF ITS HIGH SCHOOL PROGRAM. FUNDS COME FROM DONORS TO THE ORGANIZATION AND SCHOLARSHIP AWARDS ARE MADE BASED ON CRITERIA SET IN A SCHOLARSHIP POLICY, ADMINISTERED BY A SCHOLARSHIP COMMITTEE. STUDENTS RECEIVING SCHOLARSHIPS ARE REQUIRED TO PROVIDE PROGRESS REPORTS. SCHOLARSHIP FUNDS ARE PAID TO THEIR SCHOOLS, LANDLORDS OR OTHER PROVIDERS OF GOODS AND SERVICES TO THE STUDENTS TO ENSURE THAT THEY ARE USED FOR APPROPRIATE PURPOSES. SCHOLARSHIP FUNDS ARE ONLY PAID DIRECTLY TO STUDENTS FOR QUALIFIED EXPENSES WHEN APPROVED. ORGANIZATION OPERATES UNDER A MOU WITH SEQUOIA UNION HIGH SCHOOL DISTRICT REGARDING COMMITTED FUNDS. IN RESPONSE TO THE COVID-19 PANDEMIC, THE ORGANIZATION STARTED AN EMERGENCY RELIEF FUND TO HELP EAST PALO ALTO ACADEMY STUDENTS, COLLEGE-GOING GRADUATES, AND THEIR FAMILIES TO MEET BASIC NEEDS. THIS RELIEF FUND COVERS COSTS ASSOCIATED WITH ITEMS SUCH AS HOUSING, FOOD, AND REMOTE LEARNING. FUNDS COME FROM DONORS WHO DONATE TO THE ORGANIZATION. THERE IS AN APPLICATION SELECTION PROCESS THAT IS BASED ON AN EMERGENCY AWARD CRITERIA WHICH IS ADMINISTERED AND REVIEWED BY ORGANIZATION STAFF. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,013 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION AMENDED ITS BYLAWS TO ALLOW A MAJORITY OF DIRECTORS PRESENT TO AMEND THE BYLAWS, PREVIOUSLY THAT REQUIRED AN ABSOLUTE MAJORITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AT THE FEBRUARY 2025 BOARD MEETING THE BOARD AUTHORIZED THE AUDIT COMMITTEE TO REVIEW AND APPROVE FORM 990 AND ANY RELATED TAX FORMS BEFORE FORMS ARE FILED. BOARD MEMBERS WILL RECEIVE COPIES OF THE FORM 990 ONCE THE AUDIT COMMITTEE HAS APPROVED AND BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUESTED TO PROVIDE A SIGNED, UP-TO-DATE STATEMENT OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR MANAGEMENT AND ADMINISTRATIVE POSITIONS IS SET INDIVIDUALLY AT TIME OF HIRE BASED ON RESEARCH OF COMPARABLE POSITIONS IN THE SURROUNDING AREA: COMPENSATION IS REVIEWED PERIODICALLY. REVIEW IS UNDERTAKEN BY THE BOARD. PROCESS WAS LAST UNDERTAKEN IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST, CONSISTENT WITH RECORDS POLICY AND CALIFORNIA PUBLIC RECORDS ACT. |
| FORM 990 PART XII LINE 2C | PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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