MT DIABLO EDUCATION FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MT DIABLO EDUCATION FOUNDATION (EIN 82-3039803)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202323189349207862
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T18:35:56-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823039803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MT DIABLO EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Matthew Lovett | InCareOfNm |
| Business Name Control | MTDI | BusinessNameControlTxt |
| Foreign Phone | 9258903560 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5151 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945240151 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Lovett | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.mdedf.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $125,481 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $125,481 | ContributionsGiftsGrantsEtcAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $125,481 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $99,604 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $1,829 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $7,909 | OtherExpensesTotalAmt |
| Total Expenses | $109,342 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,139 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $94,903 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $196 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $111,238 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,902 | BOYAmt |
| EOY | $110,937 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,222 | BOYAmt |
| EOY | $308 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,124 | BOYAmt |
| EOY | $111,245 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221 | BOYAmt |
| EOY | $7 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,903 | BOYAmt |
| EOY | $111,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Funding STEAM programs in Mt. Diablo Unified School District | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (8 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Overnight outdoor education programs for fifth graders at three Title 1 elementary schools. This included a five-night program at Sempervirens Camp focused on forest science and two three-day programs at Pigeon Point Lighthouse focused on marine science. | $28,800 | $28,800 |
| High school and middle school robotics and engineering programs. This included funding travel expenses for a Title 1 high school robotics team's competition plus purchasing materials and supplies for a middle school's Femineer wearable tech program. | $21,177 | $21,177 |
| Teacher training curriculum and materials and supplies for the Growing Healthy Kids garden education program.This program instructs elementary and middle school students in the science of plants and healthy eating in a hands-on farm-to-fork experience. | $12,552 | $12,552 |
| Mystery Science Mosa Mack and Gizmos supplemental science programs provided for all elementary middle and high schools in Mt. Diablo Unified School District | $10,000 | $10,000 |
| All-day marine science field trips to Pigeon Point lighthouse in Pescadero for fourth and fifth graders at three Title 1 elementary schools | $7,895 | $7,895 |
| A one-month cultural ballet folklorico dance program provided to two Title 1 elementary schools | $7,500 | $7,500 |
| Cultural performing arts assemblies staged at three Title 1 elementary schools | $6,680 | $6,680 |
| Diablo Ballet PEEK Outreach emotional well-being movement program provided to two Title 1 elementary schools | $5,000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $99,604 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Mary Gray | ||||
| President | 7 | $0 | $0 | $0 |
| Bridget Billeter | ||||
| Secretary | 2 | $0 | $0 | $0 |
| Matthew Lovett | ||||
| Treasurer | 5 | $0 | $0 | $0 |
| Tina Segrove | ||||
| VP Fundraiising | 5 | $0 | $0 | $0 |
| Ernie DeTrinidad | ||||
| VP Programs | 5 | $0 | $0 | $0 |
| Rachel Del Carlo Levy | ||||
| Volunteer Coordinator | 2 | $0 | $0 | $0 |
| Abhiram Mokkapati | ||||
| Board Member | 2 | $0 | $0 | $0 |
| Julia Dozier | ||||
| Board Member | 2 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Lovett | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Keats Circle | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9258903560 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $75,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,481 | CurrentTaxYearAmt |
| Total | $547,261 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $600 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,481 | CurrentTaxYearAmt |
| Total | $547,861 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $173,878 | SubstantialContributorsTotAmt |
| Public Support Total170 | $373,983 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $547,861 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,725 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6826 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 10 | | Grants And Similar Amounts Paid:, Amount:| Exploring New Horizons 101 Cooper St. Santa Cruz CA 95060 -- Fifth grade outdoor overnight education program, $28800| Bay Area LEEDS 2244 Oak Grove Rd. #31342 Walnut Creek CA 94598 -- High school and middle school robotics and Femineer programs, $12057| Mt. Diablo Unified School District 1936 Carlotta Dr. Concord CA 94524 -- High school middle school and elementary school supplementary science programs, $10000| Holiday Inn Express 2070 Newport Blvd Costa Mesa CA 92627 -- High school robotics team competition travel lodging, $9120| Mt. Diablo Unified School District 1936 Carlotta Dr. Concord CA 94524 -- Marine science elementary school field trips, $7895| Ballet Folklorico Asi Se Siente 4732 Woodbridge Way Antioch CA 94531 -- Elementary school dance program, $7500| Life Lab 1156 High St. Santa Cruz CA 95064 -- Elementary school garden education program training and curriculum, $7406| Mt. Diablo Unified School District 1936 Carlotta Dr. Concord CA 94524 -- Elementary performing arts assemblies, $6680| Diablo Ballet P.O. Box 4700 Walnut Creek CA 94596 -- Elementary school body movement emotional expression program, $5000| Laney Cline King no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $2855| Alice Burns no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $609| Growing Healthy Kids 1156 High St. Santa Cruz CA 95064 -- Elementary garden education program materials and supplies, $528| Kellie Hunt no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $488| Danny Milks no relationship to or interest in the organization -- Elementary school garden education program materials and supplies, $268| Sheila Hill no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $155| Jorge Espinosa no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $133| Marian Woodard no relationship to or interest in the organization -- Elementary garden education program materials and supplies, $110| |
| Part I, line 16 | | Other Expenses:, Amount:| Insurance, $1915| Communications, $1557| CRM vendor, $1489| Promotion advertising, $731| Honor roll marketing, $459| Office supplies, $457| Donation processing fees, $447| Website maintenance, $361| General fundraising, $233| Government filing fees, $210| Bank fees, $50| |
| Part I, line 20 | | Explanation:, Amount:| Cash overage adjustment, $196| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| Other assets are the organization's accounts receivable as of June 30 2023. This includes contributions in process but not yet received by the bank., $3222, $308| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| Total liabilities are the organization's accounts payable as of June 30 2023. This includes any payment processing fees associated with contributions in process but not yet received., $221, $7| |
| Part V, line 34 | | Explanation:| Organization name was changed from MDUSD Education Foundation to Mt. Diablo Education Foundation| |
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