SAN DIEGUITO ACADEMY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGUITO ACADEMY FOUNDATION (EIN 33-0629427)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-15
- IRS object ID
- 201623509349301022
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-15T13:23:48-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953786842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOTHER LODE BOOKKEEPING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 WEST D STREET | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330629427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGUITO ACADEMY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SANTA FE DRIVE | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK MOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7607531121 | PhoneNum |
| Signature | 2016-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jean M Smith EA | PreparerPersonNm |
| PTIN | P00657518 | PTIN |
| Phone | 7604369044 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK MOCK | PrincipalOfficerNm |
| Gross Receipts | $757,986 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDAFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 650 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $255,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $206,480 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $460,951 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $451,831 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46 | PYInvestmentIncomeAmt |
| CY Investment Income | $21 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,329 | PYOtherRevenueAmt |
| CY Other Revenue | $15,058 | CYOtherRevenueAmt |
| PY Total Revenue | $714,501 | PYTotalRevenueAmt |
| CY Total Revenue | $673,390 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $66,672 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,532 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,325 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $38,613 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $579,118 | PYOtherExpensesAmt |
| CY Other Expenses | $543,049 | CYOtherExpensesAmt |
| PY Total Expenses | $750,719 | PYTotalExpensesAmt |
| CY Total Expenses | $676,046 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$36,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $371,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,068 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $371,724 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $369,068 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $323,378 | ExpenseAmt |
| Revenue | $281,299 | RevenueAmt |
| Desc | ATHLETICS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $193,896 | ExpenseAmt |
| Revenue | $240,566 | RevenueAmt |
| Desc | CURRICULUM 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, AND GENERAL SUPPORT IN ALL THE DEPARTMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,568 | ExpenseAmt |
| Revenue | $29,620 | RevenueAmt |
| Desc | ROBOTICS - 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 COMMUNITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $564,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAN BHARGAVA | PersonNm |
| Phone | 7607531121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SANTA FE DRIVE | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY PAGE | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MURPHY | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RHEA STEWART | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL ABEL | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBI CECIO | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE LAVAKE | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA MOORE | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL PARKER | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRAN GOLDSTEIN | |||||||||
| SECRETARY | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK MOCK | |||||||||
| PRESIDENT | 12.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BOB ZIMMER | |||||||||
| CHIEF FINANCIAL OFFICER | 6.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LESLIE SALDANA | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $35,525 | $0 | $0 | Yes (X) | |||
| SHEILA DURKIN | |||||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | 0.00 | $31,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,525 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $30,131 | FundraisingAmt |
| Government Grants | $4,500 | GovernmentGrantsAmt |
| All Other Contributions | $171,849 | AllOtherContributionsAmt |
| Noncash Contributions | $40,219 | NoncashContributionsAmt |
| Total Contributions | $206,480 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL PROGRAMS | 611710 | $44,715 | $44,715 |
| SCHOOL ATHLETICS | 711210 | $281,299 | $281,299 |
| MUSIC PROGRAM | 711300 | $80,269 | $80,269 |
| THEATER PROGRAM | 711300 | $15,928 | $15,928 |
| ROBOTICS | 611710 | $29,620 | $29,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $451,831 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21 | TotalRevenueColumnAmt |
| Exclusion | $21 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,988 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,131 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,750 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,238 | TotalRevenueColumnAmt |
| Exclusion | $12,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $18,666 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,846 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,820 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $673,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $454,651 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,259 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,672 | TotalAmt |
| Program Services | $66,672 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,900 | TotalAmt |
| Management And General | $36,540 | ManagementAndGeneralAmt |
| Fundraising | $24,360 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567 | TotalAmt |
| Management And General | $340 | ManagementAndGeneralAmt |
| Fundraising | $227 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,858 | TotalAmt |
| Management And General | $2,915 | ManagementAndGeneralAmt |
| Fundraising | $1,943 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,948 | TotalAmt |
| Program Services | $8,369 | ProgramServicesAmt |
| Management And General | $4,184 | ManagementAndGeneralAmt |
| Fundraising | $1,395 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,124 | TotalAmt |
| Management And General | $8,124 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,181 | TotalAmt |
| Program Services | $53,181 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,687 | TotalAmt |
| Program Services | $11,925 | ProgramServicesAmt |
| Management And General | $7,867 | ManagementAndGeneralAmt |
| Fundraising | $4,895 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117 | TotalAmt |
| Management And General | $1,117 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,576 | TotalAmt |
| Management And General | $3,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ATHLETIC PROGRAMS | $221,501 | $210,092 | $5,682 | $5,727 |
| UNIFORMS | $57,540 | $57,540 | ||
| ACADEMIC & SCHOOL PROGRAMS | $82,236 | $82,236 | ||
| MUSIC THEATRE | $72,722 | $71,056 | $1,600 | $66 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,417 | TotalAmt |
| Program Services | $3,771 | ProgramServicesAmt |
| Management And General | $646 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,046 | TotalAmt |
| Program Services | $564,842 | ProgramServicesAmt |
| Management And General | $72,591 | ManagementAndGeneralAmt |
| Fundraising | $38,613 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,820 | BOYAmt |
| EOY | $238,010 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,904 | BOYAmt |
| EOY | $131,058 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,724 | BOYAmt |
| EOY | $369,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,724 | BOYAmt |
| EOY | $369,068 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,724 | BOYAmt |
| EOY | $369,068 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,724 | BOYAmt |
| EOY | $369,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,656 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,480 | CurrentTaxYearAmt |
| Total | $1,269,719 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $426,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $460,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $551,485 | CurrentTaxYearAmt |
| Total | $2,223,566 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $184,080 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| 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 Vl509 GovtFurnSrvcFcltsVl509Grp
| 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 |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $565,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $770,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $809,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $774,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $757,965 | CurrentTaxYearAmt |
| Total | $3,677,365 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| 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 |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| 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) |
|---|---|---|
| Public Support Total509 | $3,677,365 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21 | CurrentTaxYearAmt |
| Total | $804 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| 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 |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21 | CurrentTaxYearAmt |
| Total | $804 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| 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 |
Other Income509 OtherIncome509Grp
| 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 |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $565,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $770,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $809,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $774,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $757,986 | CurrentTaxYearAmt |
| Total | $3,678,169 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80070 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL FUNDRAI | Event1Nm |
| Gross Receipts Event1 | $58,161 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,614 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,547 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,315 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,679 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $207 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,057 | OtherDirectExpensesEvent1Amt |
| Event2 | XMAS TREES | Event2Nm |
| Gross Receipts Event2 | $9,107 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,107 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,036 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,687 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $20,687 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,537 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $87,955 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,614 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,341 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,315 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,679 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $207 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,630 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,831 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,510 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| WRITING LAB | 644 | $15,000 |
| MUSTANG NEWSPAPER PROGRAM COSTS | 1840 | $3,000 |
| TUTORING CENTER | 460 | $17,015 |
| CLASSROOM CONSUMABLES AND SUPPLIES | 1840 | $12,396 |
| ART FEST FUNDING SUPPORT | 368 | $5,003 |
| PRINCIPALS GRANT FUND | 700 | $5,055 |
| PI DAY FUNDING SUPPORT | 1840 | $453 |
| SCHOLARSHIPS FOR GRADUATING SENIORS | 15 | $8,750 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | SAN 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEILA DURKIN | PersonNm |
| Title | FORMER EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $31,000 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $31,000 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,949 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 269 | $9,858 | FAIR MARKET VALUE |
| Yes (X) | FOOD AND BEVERAGES | 2 | $205 | FAIR MARKET VALUE |
| Yes (X) | GIFT CERTIFICATES | 48 | $17,957 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | SAN 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 12c | THE 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 15a | THE 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 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE, GIVEN SUFFICIENT AND REASONABLE ADVANCE NOTICE. |
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