ANDERSON VALLEY EDUCATION FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ANDERSON VALLEY EDUCATION FOUNDATION (EIN 68-0436870)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-16
IRS object ID
202311369349200416
Schema version
2021v4.1
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)
Return2023-05-16T11:52:49-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Phone7076846568PhoneNum
Signature2023-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMarcusPersonFirstNm
Person LastMagdalenoPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris OrozcoPreparerPersonNm
PTINP00186772PTIN
Phone5307513894PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$149,761GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$143,071ContributionsGiftsGrantsEtcAmt
Investment Income$15InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$6,675FundraisingGrossIncomeAmt
Special Events Direct Expenses$6,457SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$218SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$143,304TotalRevenueAmt
Grants And Similar Amounts Paid$54,766GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,480FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$870PrintingPublicationsPostageAmt
Other Expenses Total$7,296OtherExpensesTotalAmt
Total Expenses$64,412TotalExpensesAmt
Excess Or Deficit For Year$78,892ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$275,700NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$354,592NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$275,059BOYAmt
EOY$355,659EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,266BOYAmt
EOY$2,260EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$277,325BOYAmt
EOY$357,919EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,625BOYAmt
EOY$3,327EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$275,700BOYAmt
EOY$354,592EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCharitable educationPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Scholarships: We awarded 17 high school graduate scholarships.Second Chance Scholarships: We awarded 3 continuing educationscholarships.Jr. High Summer: This program gives grants to students exiting 6, 7, or 8thgrades to attend summer camps. We awarded 4 students camp grants.The interest was somewhat low as many parents were still anxious withconcerns about the pandemic lingering.Internships: Normally our summer Internships that provides application,interview and summer work experience for high school students withvarious businesses and projects in the community. This was still delayeddue to the continuing Covid 19 concerns.$18,750$18,750
Grants: This program provides grants to teachers and students foreducational enrichment opportunities. A grant was given to a 3rd grade teacher to buy a set of books for 24students, to extend her curriculum. Funds for summer school incentives, serving 100+ students, includingfunding for a circus skills class to be taught by the Flynn Creek Circus. Funds were granted for supplies for a Campus Clean Up Group thatconsisted of 5 students wanting to provide service to the school. Funding for 20-22 students Music Composition and Performance We helped fund a HS student for Rodeo competitions 36 students were sent to San Fransisco to see a professional ball game(Giants) as reward for good attendance in academic classes, and goodsportsmanship. We funded 1 special needs student to be a summer school assistant asa workability program.$9,522$10,247
Fellowships: This programs budget was increased due to missing 2 yearsof opportunities and 4 students were sent on overseas experiences tostudy language and culture, video game development and global politicalissues. The countries where students went were Korea, Italy and 2students went to Spain.$30,799$30,799
FieldValueIRS element (for citing)
Total Program Service Expenses$59,796TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lisset Ochoa
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$108,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,055CurrentTaxYearMinus1YearAmt
Current Tax Year$143,071CurrentTaxYearAmt
Total$511,687TotalAmt

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$108,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,055CurrentTaxYearMinus1YearAmt
Current Tax Year$143,071CurrentTaxYearAmt
Total$511,687TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$75,307SubstantialContributorsTotAmt
Public Support Total170$436,380PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15CurrentTaxYearMinus1YearAmt
Current Tax Year$15CurrentTaxYearAmt
Total$250TotalAmt

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$511,937TotalSupportAmt
Public Support CY1700.85240PublicSupportCY170Pct
Public Support PY1700.89760PublicSupportPY170Pct
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$36,291GrossReceiptsEvent1Amt
Charitable Contri Event1$32,016CharitableContriEvent1Amt
Gross Revenue Event1$4,275GrossRevenueEvent1Amt
Food And Beverage Event1$4,211FoodAndBeverageEvent1Amt
Event2Hotel fundraiser - Aug luncheonEvent2Nm
Gross Receipts Event2$8,470GrossReceiptsEvent2Amt
Charitable Contri Event2$6,070CharitableContriEvent2Amt
Gross Revenue Event2$2,400GrossRevenueEvent2Amt
Food And Beverage Event2$2,246FoodAndBeverageEvent2Amt
Gross Receipts Total$44,761GrossReceiptsTotalAmt
Charitable Contributions Tot$38,086CharitableContributionsTotAmt
Gross Revenue Total Events$6,675GrossRevenueTotalEventsAmt
Food And Beverage Total Events$6,457FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$6,457DirectExpenseSummaryEventsAmt
Net Income Summary$218NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 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: $8600
Grants and Similar Amounts Paid In Excess of $5,000.53Class of Activity: Fellowships | Donee's Name: CET Academic Programs | Donee's Address: 1155 Connecticut Ave NW #300 Washington DC 20036 | Cash Amount Given: $5690
Grants and Similar Amounts Paid In Excess of $5,000.54Class of Activity: Fellowships | Donee's Name: CIEE | Donee's Address: 600 Southborough Drive, Suite 104 South Portland ME 04106 | Cash Amount Given: $7050
Grants and Similar Amounts Paid In Excess of $5,000.56Class of Activity: Fellowships | Donee's Name: Oxbridge Academic Program | Donee's Address: 601 Cathedral Pkwy, Ste 7R New York NY 10025 | Cash Amount Given: $5257
Other Expenses.1002Office Expenses $492
Other Expenses.1005Travel $4306
Other Expenses.1008Interest $2
Other Expenses.1012Insurance $704
Other Expenses.1Special Event inv disposed $1620
Other Expenses.4Filing fees $125
Other Expenses.5Penalties $47
Other Assets.1Special Events inventory - Beginning $2266 Special Events inventory - Ending $2260
Total Liabilities.1003Deferred Revenue - Beginning $1155 Deferred Revenue - Ending $0
Total Liabilities.1Sales tax payable - Beginning $470 Sales tax payable - Ending $0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.