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PACIFICA EDUCATION FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PACIFICA EDUCATION FOUNDATION (EIN 91-2145686)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-16
IRS object ID
201523209349203782
Schema version
2014v5.0
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)
Return2015-11-16T13:51:25-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264677183PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DZH PHILLIPS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET 9TH FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941051815ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912145686EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PACIFICA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPACIBusinessNameControlTxt
Phone6506156627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 REINA DEL MARAddressLine1Txt
CityPACIFICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE F FERRYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6505571491PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE F FERRYPreparerPersonNm
PTINP01413405PTIN
Phone4157812500PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.PACIFICAEF.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$149,371GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$124,399ContributionsGiftsGrantsEtcAmt
Investment Income$668InvestmentIncomeAmt
Fundraising Gross Income$24,304FundraisingGrossIncomeAmt
Special Events Direct Expenses$7,610SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$16,694SpecialEventsNetIncomeLossAmt
Total Revenue$141,761TotalRevenueAmt
Grants And Similar Amounts Paid$108,894GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,980FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,361PrintingPublicationsPostageAmt
Other Expenses Total$6,311OtherExpensesTotalAmt
Total Expenses$118,546TotalExpensesAmt
Excess Or Deficit For Year$23,215ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$360,425NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$383,640NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$360,425BOYAmt
EOY$383,640EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$360,425BOYAmt
EOY$383,640EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$360,425BOYAmt
EOY$383,640EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeRAISE FUNDS FOR PROGRAMS IN PACIFICA SCHOOLS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
IMPLEMENT 21ST CENTURY EDUCATION PROGRAM AND PRACTICES IN TECHNOLOGY, INFORMATION COLLECTION AND ANALYSIS, DISTRICT-WIDE FOR PACIFICA SCHOOL DISTRICT DIRECTLY BENEFITING 3,200 STUDENTS, 150 TEACHERS, AND THE BROADER PACIFICA COMMUNITY.$0$0
MUSIC MATTERS IN PACIFICA (MMIP) FOR INSTRUMENT REPAIR FOR MIDDLE SCHOOL BAND PROGRAMS DISTRICT-WIDE BENEFITING THE 200 BANK STUDENTS, THEIR PARENTS AND BALANCE OF MIDDLE SCHOOL CHILDREN WHO HAVE THE OPPORTUNITYTO PARTICIPATE AND ATTEND BAND CONCERTS, COMPETITIONS, AND EVENTS.$0$0
INGRID B. LACY (IBL) MEMORIAL SCHOLARSHIP. AWARDED TO THE STUDENT WHOSE LIFE AT SCHOOL AND IN THE COMMUNITY REFLECTS A VARIED AND EXPANSIVE INTEREST IN LIVING LIFE FULLY AND WHO SUPPORTS OTHERS. BENEFITS THE STUDENT AND THE ENTIRE IBL COMMUNITY BY RECOGNIZING ITS LEADERS AND PROVIDING ROLE MODELS.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETRA SCHUMANN
DIRECTOR/PRESIDENT5.00$0$0$0
STEPHANIE MCAULIFFE
DIRECTOR/SECRETARY5.00$0$0$0
ANDREW MEIMAN
DIRECTOR5.00$0$0$0
CAROL MORALES-BURNHAM
DIRECTOR5.00$0$0$0
DAWN WINEIGER
DIRECTOR5.00$0$0$0
BRUCE F FERRY
DIRECTOR/TREASURER5.00$0$0$0
JENEANE CRAWFORD
DIRECTOR5.00$0$0$0
ELIZABETH BREDALL
DIRECTOR/VICE PRESIDENT5.00$0$0$0
SEEMA KANTAK
DIRECTOR5.00$0$0$0
SANDY STEFANCIC
DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE F FERRYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1324 SAN PEDRO AVENUEAddressLine1Txt
CityPACIFICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94044ZIPCd
FieldValueIRS element (for citing)
Phone6505571491PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$145,618CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,018CurrentTaxYearMinus1YearAmt
Current Tax Year$141,093CurrentTaxYearAmt
Total$736,524TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$600CurrentTaxYearMinus1YearAmt
Current Tax Year$600CurrentTaxYearAmt
Total$3,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$146,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,618CurrentTaxYearMinus1YearAmt
Current Tax Year$141,693CurrentTaxYearAmt
Total$739,524TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$40,625SubstantialContributorsTotAmt
Public Support Total170$698,899PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,297CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$986CurrentTaxYearMinus1YearAmt
Current Tax Year$668CurrentTaxYearAmt
Total$4,238TotalAmt
FieldValueIRS element (for citing)
Total Support$743,762TotalSupportAmt
Public Support CY1700.93970PublicSupportCY170Pct
Public Support PY1700.99360PublicSupportPY170Pct
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 G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUN RUNEvent1Nm
Gross Receipts Event1$6,060GrossReceiptsEvent1Amt
Gross Revenue Event1$6,060GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,062OtherDirectExpensesEvent1Amt
Event2CASINO NIGHTEvent2Nm
Gross Receipts Event2$8,200GrossReceiptsEvent2Amt
Gross Revenue Event2$8,200GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,215OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$10,044GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$10,044GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$333OthDirectExpnssOtherEventsAmt
Gross Receipts Total$24,304GrossReceiptsTotalAmt
Gross Revenue Total Events$24,304GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$7,610OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,610DirectExpenseSummaryEventsAmt
Net Income Summary$16,694NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 668.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: 21ST CENTURY LEARNING. GRANTEE NAME: PACIFICA SCHOOL DISTRICT. GRANTEE ADDRESS: 375 REINA DEL MAR PACIFICA, CA 94044. GRANTEE RELATIONSHIP: GOVERNMENT ENTITY. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 91,056.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: IBL SCHOLARSHIP. GRANTEE NAME: NANCY BLANCHARD. GRANTEE ADDRESS: 375 REINA DEL MAR PACIFICA, CA 94044. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 246.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MUSIC PROGRAM. GRANTEE NAME: PACIFICA SCHOOL DISTRICT. GRANTEE ADDRESS: 375 REINA DEL MAR PACIFICA, CA 94044. AMOUNT GIVEN: 17,592. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 108,894.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 1,439. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 315. DESCRIPTION: INSURANCE. AMOUNT: 1,407. DESCRIPTION: PROMOTION. AMOUNT: 2,586. DESCRIPTION: TAXES & LICENSES. AMOUNT: 60. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 504. TOTAL TO FORM 990-EZ, LINE 16: 6,311.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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