SAN DIEGUITO ACADEMY FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SAN DIEGUITO ACADEMY FOUNDATION (EIN 33-0629427)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-01-08
IRS object ID
201820089349300027
Schema version
2016v3.0
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)
Return2018-01-08T10:25:38-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953786842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOTHER LODE BOOKKEEPING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1207 WEST D STREETAddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330629427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN DIEGUITO ACADEMY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 SANTA FE DRIVEAddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOBBI CECIOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7607531121PhoneNum
Signature2018-01-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJean M Smith EAPreparerPersonNm
PTINP00657518PTIN
Phone7604369044PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.166.20.200IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-08IPDt
IP Tm10:29:53IPTm
Federal Original Submission Id33165920180082o0gfozFederalOriginalSubmissionId
Federal Original Submission Id2018-01-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9B4319697031BD60711097BA9C0D95CB7673E239AtSubmissionCreationDeviceId
At Submission Filing Device Id9B4319697031BD60711097BA9C0D95CB7673E239AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBOBBI CECIOPrincipalOfficerNm
Gross Receipts$817,399GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SDAFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE SPECIFIC PURPOSE OF THIS ORGANIZATION IS THE RAISING AND EXPENDITURE OF FUNDS TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATIONAL PROGRAMMING AT SAN DIEGUITO HIGH SCHOOL ACADEMY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers650TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$206,480PYContributionsGrantsAmt
CY Contributions Grants$227,887CYContributionsGrantsAmt
PY Program Service Revenue$451,831PYProgramServiceRevenueAmt
CY Program Service Revenue$459,430CYProgramServiceRevenueAmt
PY Investment Income$21PYInvestmentIncomeAmt
CY Investment Income$24CYInvestmentIncomeAmt
PY Other Revenue$15,058PYOtherRevenueAmt
CY Other Revenue$74,114CYOtherRevenueAmt
PY Total Revenue$673,390PYTotalRevenueAmt
CY Total Revenue$761,455CYTotalRevenueAmt
PY Grants And Similar Paid$66,672PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$73,858CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$66,325PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$75,697CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,344CYTotalFundraisingExpenseAmt
PY Other Expenses$543,049PYOtherExpensesAmt
CY Other Expenses$600,954CYOtherExpensesAmt
PY Total Expenses$676,046PYTotalExpensesAmt
CY Total Expenses$750,509CYTotalExpensesAmt
PY Revenues Less Expenses-$2,656PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,946CYRevenuesLessExpensesAmt
Total Assets BOY$369,068TotalAssetsBOYAmt
Total Assets EOY$380,014TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$369,068NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$380,014NetAssetsOrFundBalancesEOYAmt
MissionTHE SPECIFIC PURPOSE OF THIS ORGANIZATION IS THE RAISING AND EXPENDITURE OF FUNDS TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATIONAL PROGRAMMING AT SAN DIEGUITO HIGH SCHOOL ACADEMY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$326,509ExpenseAmt
Revenue$366,552RevenueAmt
DescATHLETICS PROGRAMS - SAN DIEGUITO ACADEMY FOUNDATION PROVIDES FUNDS FOR OVER 20 DIFFERENT SPORTS INCLUDING FUNDS TO COVER EXPENSES SUCH AS TOURNAMENT REGISTRATION COSTS, TRAINER STIPENDS AND COACH FEES, UMPIRES, UNIFORMS, EQUIPMENT, FACILITY FEES AND TRANSPORTATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$298,973ExpenseAmt
Grant$73,858GrantAmt
Revenue$218,261RevenueAmt
DescCURRICULUM SUPPORT - SAN DIEGUITO ACADEMY FOUNDATION PROVIDES FUNDS FOR PROGRAMS AT SAN DIEGUITO ACADEMY, INCLUDING MUSTANG MINDS, SPEECH AND DEBATE, MUSIC AND THEATRE, BIOTECH, GRADUATION NIGHT, AS WELL AS THE STUDENT NEWSPAPER, ART DEPARTMENT, ROBOTICS, AS WELL AS PROVIDE GENERAL SUPPORT IN ALL THE DEPARTMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,500ExpenseAmt
Revenue$4,675RevenueAmt
DescROBOTICS - ENGINEERING AND BUSINESS DEVELOPMENT COMPETITION THAT PROVIDES A MENTOR BASED PROGRAM TO BUILD SCIENCE, ENGINEERING AND TECHNOLOGY SKILLS AND DEVELOP OUTREACH PROGRAMS TO OTHER SCHOOLS IN THE COMMUNITYDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$629,982TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNAN BHARGAVAPersonNm
Phone7607531121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 SANTA FE DRIVEAddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeInd
MIKE FARBER
DIRECTOR3.000.00Yes (X)$0$0$0
PAUL ABEL
DIRECTOR3.000.00Yes (X)$0$0$0
SCOTT OVERLAND
DIRECTOR3.000.00Yes (X)$0$0$0
JEANNE LAVAKE
DIRECTOR5.000.00Yes (X)$0$0$0
YVETTE WAGNER
DIRECTOR3.000.00Yes (X)$0$0$0
CATHERINE WALLACE
DIRECTOR5.000.00Yes (X)$0$0$0
ROGER WILLIAMS
DIRECTOR3.000.00Yes (X)$0$0$0
FRAN GOLDSTEIN
SECRETARY3.000.00$0$0$0Yes (X)
BOBBI CECIO
PRESIDENT12.000.00$0$0$0Yes (X)
BOB ZIMMER
CHIEF FINANCIAL OFFICER6.000.00$0$0$0Yes (X)
LESLIE SALDANA
EXECUTIVE DIRECTOR40.000.00$60,900$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$60,900TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$30,058FundraisingAmt
Government Grants$25,500GovernmentGrantsAmt
All Other Contributions$172,329AllOtherContributionsAmt
Noncash Contributions$42,757NoncashContributionsAmt
Total Contributions$227,887TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SCHOOL PROGRAMS611710$46,572$46,572
SCHOOL ATHLETICS711210$312,417$312,417
MUSIC PROGRAM711300$86,365$86,365
THEATER PROGRAM711300$9,401$9,401
ROBOTICS611710$4,675$4,675
FieldValueIRS element (for citing)
Total Program Service Revenue$459,430TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24TotalRevenueColumnAmt
Exclusion$24ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$54,135RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$471RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$53,664RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,664TotalRevenueColumnAmt
Related Or Exempt Func Income$53,664RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$67,114FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$30,058ContriRptFundraisingEventAmt
Fundraising Direct Expenses$49,333FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,781TotalRevenueColumnAmt
Exclusion$17,781ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,809GrossSalesOfInventoryAmt
Cost Of Goods Sold$6,140CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,669TotalRevenueColumnAmt
Related Or Exempt Func Income$2,669RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$761,455TotalRevenueColumnAmt
Related Or Exempt Func Income$515,763RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$17,805ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,858TotalAmt
Program Services$68,858ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$61,383TotalAmt
Management And General$36,830ManagementAndGeneralAmt
Fundraising$24,553FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,250TotalAmt
Program Services$4,950ProgramServicesAmt
Management And General$2,475ManagementAndGeneralAmt
Fundraising$825FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$323TotalAmt
Management And General$323ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,741TotalAmt
Program Services$379ProgramServicesAmt
Management And General$3,255ManagementAndGeneralAmt
Fundraising$2,107FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,350TotalAmt
Program Services$4,410ProgramServicesAmt
Management And General$2,205ManagementAndGeneralAmt
Fundraising$735FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,790TotalAmt
Management And General$6,790ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$82,424TotalAmt
Program Services$82,424ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,861TotalAmt
Program Services$7,222ProgramServicesAmt
Management And General$10,422ManagementAndGeneralAmt
Fundraising$217FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$547TotalAmt
Management And General$547ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,016TotalAmt
Management And General$3,016ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ATHLETIC PROGRAMS$217,342$197,789$14,569$4,984
UNIFORMS$51,596$51,596
ACADEMIC & SCHOOL PROGRAMS$62,141$57,852$704$3,585
MUSIC THEATRE$146,227$143,842$1,047$1,338

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,660TotalAmt
Program Services$5,660ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$750,509TotalAmt
Program Services$629,982ProgramServicesAmt
Management And General$82,183ManagementAndGeneralAmt
Fundraising$38,344FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$238,010BOYAmt
EOY$252,732EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$131,058BOYAmt
EOY$127,282EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$369,068BOYAmt
EOY$380,014EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$369,068BOYAmt
EOY$380,014EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$369,068BOYAmt
EOY$380,014EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$369,068BOYAmt
EOY$380,014EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,946ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$236,142CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$348,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$255,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$206,480CurrentTaxYearMinus1YearAmt
Current Tax Year$227,887CurrentTaxYearAmt
Total$1,275,184TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$426,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$460,712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$518,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$551,485CurrentTaxYearMinus1YearAmt
Current Tax Year$589,488CurrentTaxYearAmt
Total$2,546,798TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,543CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$107,543TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$770,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$809,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$774,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$757,965CurrentTaxYearMinus1YearAmt
Current Tax Year$817,375CurrentTaxYearAmt
Total$3,929,525TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,929,525PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21CurrentTaxYearMinus1YearAmt
Current Tax Year$24CurrentTaxYearAmt
Total$419TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21CurrentTaxYearMinus1YearAmt
Current Tax Year$24CurrentTaxYearAmt
Total$419TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$770,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$809,570CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$774,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$757,986CurrentTaxYearMinus1YearAmt
Current Tax Year$817,399CurrentTaxYearAmt
Total$3,929,944TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
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)
Event1FALL FUNDRAIEvent1Nm
Gross Receipts Event1$36,380GrossReceiptsEvent1Amt
Charitable Contri Event1$23,799CharitableContriEvent1Amt
Gross Revenue Event1$12,581GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,105RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,784FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,943OtherDirectExpensesEvent1Amt
Event2GOLFEvent2Nm
Gross Receipts Event2$13,695GrossReceiptsEvent2Amt
Gross Revenue Event2$13,695GrossRevenueEvent2Amt
Other Direct Expenses Event2$8,050OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$11,495GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$11,495GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$3,589OthDirectExpnssOtherEventsAmt
Gross Receipts Total$61,570GrossReceiptsTotalAmt
Charitable Contributions Tot$23,799CharitableContributionsTotAmt
Gross Revenue Total Events$37,771GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,105RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,784FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$15,582OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,471DirectExpenseSummaryEventsAmt
Net Income Summary$15,300NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
WRITING LAB648$11,232
MUSTANG NEWSPAPER PROGRAM COSTS1850$3,000
TUTORING CENTER463$11,380
CLASSROOM CONSUMABLES AND SUPPLIES1850$11,424
INNOVATION GRANTS463$8,642
PRINCIPALS GRANT FUND1850$9,000
CAMPUS PRIDE FUNDING SUPPORT1850$2,930
SCHOLARSHIPS FOR GRADUATING SENIORS17$11,250

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationSAN DIEGUITO ACADEMY FOUNDATION BELIEVES IN THE IMPORTANCE OF DATA AND EVIDENCE COLLECTION. THE SCHOOL COLLECTS BASELINE DATA TO REFLECT ON THE PROGRESS OF THE STUDENTS ENROLLED IN THE VARIOUS PROGRAMS. ALONG WITH THE SCHOOL PRINCIPAL THE FOUNDATION REVIEWS THE SCHOOLS AP RESULTS, AP PASSING RATES, AND THE CALIFORNIA STANDARDS TEST SCORES OF THE STUDENTS. THE DATA HELPS THE FOUNDATION TO EVALUATE THE GRANT FUNDING AND GIVES RESULTS WITH WHICH TO SUSTAIN AND IMPROVE THE GRANTS PROGRAM. THOROUGH DOCUMENTATION IS KEPT OF THESE GRANTS.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,045NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$9,066NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution168ContributionCnt
Noncash Contributions Rpt F990$2,175NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CARDS1006$18,111FAIR MARKET VALUE
Yes (X)GIFT BASKETS5$416FAIR MARKET VALUE
Yes (X)BEVERAGES AND SUPPLIES31$1,221FAIR MARKET VALUE
Yes (X)GIFT CERTIFICATES41$10,723FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11SAN DIEGUITO ACADEMY FOUNDATION PROVIDES A COPY OF THE FORM 990 TAX RETURN AT THE BOARD MEETING FOR REVIEW PRIOR TO FILING.
Conflict of interest policy compliance Part VI line 12cTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY. NEW BOARD MEMBERS MUST SIGN AND RETURN A COPY OF THE POLICY.
CEO executive director top management comp Part VI line 15aTHE BOARD REVIEWS THE EXECUTIVE DIRECTORS SALARY IN EXECUTIVE SESSION ANNUALLY. THE BOARD CONSIDERS OTHER SIMILAR ORGANIZATIONS.
Governing documents etc available to public Part VI line 19THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE, GIVEN SUFFICIENT AND REASONABLE ADVANCE NOTICE.
List of other fees for services expenses Part IX line 11gSDA USES CONTRACTORS FOR THE FOLLOWING SCHOOL PROGRAMS:ROBOTICS COACHING $4500FIELD HOCKEY COACH $500FLOATER COACHES ALL SPORTS, INCLUDING BASEBALL, SOCCER, VOLLEYBALL AND BASKETBALL: $76,624MUSICAL DIRECTOR FOR ADDAMS FAMILY PRODUCTION $800

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