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MORAGA COMMUNITY FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MORAGA COMMUNITY FOUNDATION (EIN 47-4521886)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-12
IRS object ID
202013179349203176
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)
Return2020-11-12T12:37:49-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943319946PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barry E Goldstein CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1938 DEWING AVENUE 3AddressLine1Txt
CityLAFAYETTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94549ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474521886EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORAGA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORABusinessNameControlTxt
Phone9252831040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11480 MORAGA ROAD STE C 191AddressLine1Txt
CityMORAGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94556ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID TROTTERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY E GOLDSTEIN CPAPreparerPersonNm
PTINP01068597PTIN
Phone9252831040PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.MORAGACOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$42,542GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$40,042ContributionsGiftsGrantsEtcAmt
Program Service Revenue$2,500ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$42,542TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,890FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$10,120OccupancyRentUtltsAndMaintAmt
Other Expenses Total$25,395OtherExpensesTotalAmt
Total Expenses$38,405TotalExpensesAmt
Excess Or Deficit For Year$4,137ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$15,208NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,345NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$208BOYAmt
EOY$19,345EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$15,000BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,208BOYAmt
EOY$19,345EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$15,208BOYAmt
EOY$19,345EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE MORAGA COMMUNITY FOUNDATION IS A PHILANTHROPIC ORGANIZATION THAT WORKS WITH THE COMMUNITY TO BUILD A VIBRANT FUTURE FOR MORAGA.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPHILANTHROPIC WORK FOR THE CONTINUED DEVELOPEMENT OF THE MORAGA COMMUNITY.DescriptionProgramSrvcAccomTxt
Grants And Allocations$12,573GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$12,573TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TOM SHEPHARD
BOARD MEMBER8.00$0
F ROBERT FRITZKY
BOARD MEMBER8.00$0
ROBERT MOORE
BOARD MEMBER8.00$0
SUE OLSEN
BOARD MEMBER8.00$0
TOM SCHNURR
BOARD MEMBER8.00$0
ROHIT SABNIS
Secretary8.00$0
DAVID TROTTER
Vice President8.00$0
WENDY WUERTH-SCHECK
Treasurer8.00$0
MARK ZINMAN
President8.00$0
SAL CAPTAIN
BOARD MEMBER8.00$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 TransYes (true)EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$2,160TaxImposedOnOrganizationMgrAmt
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)
PersonWENDY WUERTH-SCHECKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1338 BIRCHWOOD DRAddressLine1Txt
CityMORAGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94556ZIPCd
FieldValueIRS element (for citing)
Phone9253301983PhoneNum
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$10,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,487CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,823CurrentTaxYearMinus1YearAmt
Current Tax Year$40,042CurrentTaxYearAmt
Total$356,355TotalAmt

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$10,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,487CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,823CurrentTaxYearMinus1YearAmt
Current Tax Year$40,042CurrentTaxYearAmt
Total$356,355TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$356,355PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$356,355TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
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 L IRS990ScheduleL

Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp

FieldValueIRS element (for citing)
PersonFRANCIS ROBERT FRITZKYPersonNm
Rln Disqualified Person OrgFORMER TREASURERRlnDisqualifiedPersonOrgTxt
TransactionEMBEZZLEMENTTransactionDesc
Transaction CorrectedfalseTransactionCorrectedInd
FieldValueIRS element (for citing)
Tax Imposed$2,160TaxImposedAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationFROM THE FOUNDATION'S INCORPORATION IN 2015 UNITL 2019, F. ROBERT FRITZKY SERVED AS ITS TREASURER AND AS A MEMBER OF ITS BOARD OF DIRECTORS. IN 2019, THE OTHER MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS DISCOVERED THAT THE FOUNDATION HAD BEEN THE VICTIM OF EMBEZZLEMENT AND/OR OTHER FINANCIAL IMPROPRIETIES PERPETRATED BY MR. FRTIZKY.THE EXTENT OF MR. FRITZKY'S IMPROPRIETIES HAS BEEN INVESTIGATED BY GOVERNMENT AUTHORITIES AND THE FOUNDATION. PURSUANT TO A WRITTEN PLEA AGREEMENT WITH THE UNITED STATES ATTORNEYS OFFICE FOR THE NORTHERN DISTRICT OF CALIFORNIA, MR. FRITZKY HAS PLEADED GUILTY TO THE FEDERAL CRIMES OF WIRE FRAUD AND TO MAKING AND SUBSCRIBING A FALSE TAX RETURN. UNDER THE PLEA AGREEMENT, MR. FRITZKY HAS ADMITTED TO EMBEZZLING $204,913.84 FROM THE FOUNDATION, AND HAS AGREED TO PAY RESTITUTION IN NOT LESS THAN THAT AMOUNT TO THE FOUNDATION. BASED ON ITS INVESTIGATIONS TO DATE, THE FOUNDATION BELIEVES THAT THE ACTUAL AMOUNT EMBEZZLED BY MR FRITZKY IS APPROXIMATELY $243,000, AND THE FOUNDATION WILL BE PROVIDING TESTIMONY TO THAT EFFECT TO THE FEDERAL DISTRICT COURT AT MR. FRITZKYS SENTENCING HEARING, CURRENTLY SET TO TAKE PLACE IN JANUARY, 2021. ACCORDINGLY, NOTHING IN THIS OR ANY PRIOR FILING IS A WAIVER OR ADMISSION ON THE PART OF THE FOUNDATION AS TO ANY RIGHT OR REMEDY THAT THE FOUNDATION MIGHT HAVE ARISING FROM MR. FRITZKY'S CONDUCT OR OTHERWISE. THE FOUNDATION RESERVES ALL RIGHTS, INCLUDING THE RIGHT TO AMEND THIS OR ANY PRIOR FILING AS FACTS MAY BE DISCOVERED OR FURTHER DEVELOPED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $385
Other Expenses.1003Information Technology $1015
Other Expenses.1012Insurance $403
Other Expenses.1SAINT MARY'S NEXT MOVE PROGRAM $11400
Other Expenses.2EMBEZZLED CURRENT YR (NET) $8638
Other Expenses.3MORAGA ELECTRONIC SIGN REPAIR $2100
Other Expenses.4BANK CHARGES $641
Other Expenses.5MERCHANT FEES $400
Other Expenses.6RHEEM THEATRE SUPPORT $353
Other Expenses.7REGISTRATION FEES $60
Other Assets.1RENT DEPOSIT - Beginning $15000 RENT DEPOSIT - Ending $0

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