SARATOGA EDUCATION FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SARATOGA EDUCATION FOUNDATION (EIN 94-2853969)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201420489349300732
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-15T12:12:05-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770061486 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSBRUGH ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1023 MERIDIAN AVENUE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951254322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942853969 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARATOGA EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | NameControl |
| Phone | 4088673424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2392 | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 950700392 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CECIL CHRISTIE | Name |
| Title | TREASURER | Title |
| Phone | 4088673424 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARVEY L ROSBRUGH | Name |
| PTIN | P00135428 | PTIN |
| Phone | 4082655660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CECIL CHRISTIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2392 | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 950700392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1049773 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SARATOGA-SEF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ORGANIZATION SERVES OVER 2,110 K-8 GRADE STUDENTS IN THE SARATOGA UNION SCHOOL DISTRICT. THE ORGANIZATION PROVIDES FUNDS FOR TEACHERS, ART PROGRAMS AND LIBRARY SUPPORT. FUNDRAISING IS ACCOMPLISHED THROUGH DIRECT DONATIONS APPEAL, MATCHING DONATIONS FROM CORPORATIONS AND EVENTS SUCH AS JOG-A-THON, ETC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1036767 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 774830 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22072 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6538 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -26799 | OtherRevenuePriorYear |
| Other Revenue Current Year | 259481 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1032040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1040849 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1028286 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1043637 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5698 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19704 | OtherExpensePriorYear |
| Other Expenses Current Year | 26495 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1047990 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1070132 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15950 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -29283 | RevenuesLessExpensesCY |
| Total Assets BOY | 1762957 | TotalAssetsBOY |
| Total Assets EOY | 1755025 | TotalAssetsEOY |
| Total Liabilities BOY | 1022286 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1043637 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 740671 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 711388 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ORGANIZATION SERVES OVER 2,110 K-8 GRADE STUDENTS IN THE SARATOGA UNION SCHOOL DISTRICT. THE ORGANIZATION PROVIDES FUNDS FOR TEACHERS, ART PROGRAMS AND LIBRARY SUPPORT. FUNDRAISING IS ACCOMPLISHED THROUGH DIRECT DONATIONS APPEAL, MATCHING DONATIONS FROM CORPORATIONS AND EVENTS SUCH AS JOG-A-THON, ETC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1043637 | Expense |
| Grants | 1043637 | Grants |
| Description | GRANT TO SARATOGA UNION SCHOOL DISTRICT TO PROVIDE FUNDING FOR TEACHERS FOR SCIENCE AND MUSIC, INFORMATION LITERACY, PE AND TECHNOLOGY. FUNDS ALSO PROVIDE ART PROGRAMS AND LIBRARY SUPPORT. | Description |
| Total Program Service Expense | 1043637 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECIL CHRISTIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4088673424 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2392 | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DAVID GUIDRY | |||||
| PRESIDENT | 15.00 | X | 0 | 0 | 0 |
| TOM COBOURN | |||||
| PRESIDENT | 15.00 | X | 0 | 0 | 0 |
| HEIDI MAGNER | |||||
| VP-COMMUNICATIONS | 10.00 | X | 0 | 0 | 0 |
| DAVID GUIDRY | |||||
| VP-COMMUNICATIONS | 10.00 | X | 0 | 0 | 0 |
| SANDY MILLER | |||||
| TREASURER | 5.00 | X | 0 | 0 | 0 |
| ANJALI SRIDHAR | |||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 |
| SHWANA BALLARD | |||||
| PARLIAMENTARIAN | 1.00 | X | 0 | 0 | 0 |
| SUSAN NAKAHIRA | |||||
| VP-FUNDRAISING & EVENTS | 10.00 | X | 0 | 0 | 0 |
| CECIL CHRISTIE | |||||
| DATABASE | 3.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 774830 | AllOtherContributions |
| Noncash Contributions | 6975 | NoncashContributions |
| Total Contributions | 774830 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6618 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6014 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6094 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -80 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -80 | TotalRevenueColumn |
| Related Or Exempt Function Income | -80 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 200249 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 2830 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197419 | TotalRevenueColumn |
| Exclusion | $197,419 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UNREALIZED GAIN | 900099 | 59318 | 59318 |
| OTHER | 900099 | 2744 | 2744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 62062 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1040849 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68600 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $197,419 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1043637 | Total |
| Program Services | 1043637 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860 | Total |
| Management And General | 860 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| LEADERSHIP CIRCLE | 7925 | 7925 | |
| CREDIT CARD SERVICE | 3111 | 3111 | |
| PAYPAL SERVICE CHARGE | 2797 | 2797 | |
| JOGATHON | 2477 | 2477 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9325 | Total |
| Management And General | 6104 | ManagementAndGeneral |
| Fundraising | 3221 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070132 | Total |
| Program Services | 1043637 | ProgramServices |
| Management And General | 20797 | ManagementAndGeneral |
| Fundraising | 5698 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 732867 | BOY |
| EOY | 661375 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1030090 | BOY |
| EOY | 1093650 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1762957 | BOY |
| EOY | 1755025 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022286 | BOY |
| EOY | 1043637 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022286 | BOY |
| EOY | 1043637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 740671 | BOY |
| EOY | 711388 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 740671 | BOY |
| EOY | 711388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1762957 | BOY |
| EOY | 1755025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -29283 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 900864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 977154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1019385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1036767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 975079 | CurrentTaxYear |
| Total | 4909249 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 900864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 977154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1019385 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1036767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 975079 | CurrentTaxYear |
| Total | 4909249 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4909249 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37265 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6698 | CurrentTaxYear |
| Total | 85218 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37265 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6698 | CurrentTaxYear |
| Total | 85218 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 938129 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 988302 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1027420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1058839 | CurrentTaxYearMinus1Year |
| Current Tax Year | 981777 | CurrentTaxYear |
| Total | 4994467 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98290 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96520 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01710 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03480 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PHONATHON | NameOfEvent1 |
| Gross Receipts Event1 | 137144 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 137144 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 180 | OtherDirectExpensesEvent1 |
| Name Of Event2 | JOGATHON | NameOfEvent2 |
| Gross Receipts Event2 | 62090 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 62090 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 2477 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1015 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 1015 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 173 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 200249 | GrossReceiptsTotal |
| Gross Revenue Total Events | 200249 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 2830 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2830 | DirectExpenseSummaryEvents |
| Net Income Summary | 197419 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARATOGA UNION SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20460 FORREST HILL DRIVE | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 770175231 | EINOfRecipient |
| Amount Of Cash Grant | 1021211 | AmountOfCashGrant |
| Purpose Of Grant | SCHOOL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ANNUALLY, SARATOGA EDUCATION FOUNDATION (SEF) GATHERS PARENTS INPUT ON THE PROGRAMS TO BE FUNDED FOR THE FOLLOWING YEAR. SEF PRESIDENTS DISCUSSED WITH SARATOGA UNION SCHOOL DISTRICT (SUSD) THE FUNDING REQUIREMENT FOR THE PROGRAMS AND DEVELOP FUNDING PROPOSALS. THE SEF BOARD VOTES TO APPROVE THE FUNDING PROPOSAL. SUSD PROVIDES UPDATES AT MONTHLY SEF GENERAL MEETINGS ON THE USE OF GRANT FUNDS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TAX RETURN IS REVIEWED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS |
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