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GOLETA EDUCATION FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GOLETA EDUCATION FOUNDATION (EIN 77-0223008)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202111349349201336
Schema version
2019v5.0
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)
Return2021-05-14T08:34:27-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

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)
PersonMark Jackson CPAPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.goletaeducationfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$195,058GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$176,379ContributionsGiftsGrantsEtcAmt
Investment Income$103InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$18,576FundraisingGrossIncomeAmt
Special Events Direct Expenses$8,376SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$10,200SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$186,682TotalRevenueAmt
Grants And Similar Amounts Paid$87,206GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$9,600SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$171FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$20,123OtherExpensesTotalAmt
Total Expenses$117,100TotalExpensesAmt
Excess Or Deficit For Year$69,582ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$98,382NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$167,964NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$98,382BOYAmt
EOY$167,964EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$98,382BOYAmt
EOY$167,964EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$98,382BOYAmt
EOY$167,964EOYAmt
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 (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
TO ASSIST FURTHER DEVELOPMENT AND EXECUTION OF A COMPREHENSIVE KINDERGARTEN READINESS EFFORT FOR SCHOOLS SERVING CHILDREN AND FAMILIES IN THE GOLETA UNION SCHOOL DISCTRICT (GUSD).$70,000
INNOVATION GRANTS TO GUSD EDUCATORS WHO ARE BRINGING CREATIVE TEACHING IDEAS INTO THE CLASSROOM TO BETTER SERVE ALL LEVELS AND TYPES OF LEARNERS.$2,450
EXPANSION OF A BEHAVIOR INTERVENTION PROGRAM THAT DEVELOPS SKILLS FOR TEACHERS, PUPILS, AND PARENTS TO ALLOW FOR CONSTRUCTIVE RESPONSES TO DISRUPTIVE CLASSROOM BEHAVIOR.$17,206
PROFESSIONAL DEVELOPMENT GRANTS AWARDED DIRECTLY TO GUSD TEACHERS.$4,076
FieldValueIRS element (for citing)
Total Program Service Expenses$93,732TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mark Jackson
Treasurer6.00$0
Brady Bustany
Director2.00$0
Dan Oh
Director2.00$0
Emily Izmirian
President8.00$0
Blair Looker
Director2.00$0
Felicia Roggero
Secretary4.00$0
Kyle Begley
Executive Dir.12.00$0
Danny Fitzgibbons
Director2.00$0
Daalia Reynolds
Director2.00$0
Jane Gray
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)
PersonMARK JACKSONPersonNm

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$152,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$255,954CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$320,432CurrentTaxYearMinus1YearAmt
Current Tax Year$176,379CurrentTaxYearAmt
Total$1,000,224TotalAmt

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$152,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$255,954CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$320,432CurrentTaxYearMinus1YearAmt
Current Tax Year$176,379CurrentTaxYearAmt
Total$1,000,224TotalAmt

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$1,000,224PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55CurrentTaxYearMinus1YearAmt
Current Tax Year$103CurrentTaxYearAmt
Total$166TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55CurrentTaxYearMinus1YearAmt
Current Tax Year$103CurrentTaxYearAmt
Total$166TotalAmt

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$152,425CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$255,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,039CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$320,487CurrentTaxYearMinus1YearAmt
Current Tax Year$176,482CurrentTaxYearAmt
Total$1,000,390TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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)
Event1Lemon Run 2019Event1Nm
Gross Receipts Event1$16,920GrossReceiptsEvent1Amt
Gross Revenue Event1$16,920GrossRevenueEvent1Amt
Other Direct Expenses Event1$7,876OtherDirectExpensesEvent1Amt
Gross Receipts Total$16,920GrossReceiptsTotalAmt
Gross Revenue Total Events$16,920GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$7,876OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,876DirectExpenseSummaryEventsAmt
Net Income Summary$9,044NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Donee's Name: Goleta Union School District | Donee's Address: 401. N Fairview Ave Goleta CA 93117 | Cash Amount Given: $17206
Grants and Similar Amounts Paid In Excess of $5,000.2| Donee's Name: Isla Vista Youth Projects | Donee's Address: 6842 Phelps Road Goleta CA 93117 | Cash Amount Given: $70000
Other Expenses.1012Insurance $885
Other Expenses.1MARKETING $7315
Other Expenses.2PROF. DEVELOPMENT GRANTS PAID $4076
Other Expenses.3INNOVATION GRANTS PAID $2450
Other Expenses.4WEBSITE EXPENSES $1812
Other Expenses.5COMMUNITY OF FRIENDS EXPENSES $1335
Other Expenses.6GRANTWRITING $1101
Other Expenses.7LICENSES & REGISTRATION FEES $365
Other Expenses.8ACCOUNTING SOFTWARE FEES $300
Other Expenses.9BANK FEES $243
Other Expenses.10TECHNOLOGY CONSULTANT $135
Other Expenses.11POSTAGE $106

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