AAPLE ACADEMY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AAPLE ACADEMY FOUNDATION (EIN 27-3799005)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-10-13
IRS object ID
201422869349200157
Schema version
2013v3.0
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)
Return2014-10-13T17:23:28-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770181453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NASIF HICKS HARRIS & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 WEST ANAPAMU STREET SUITE BAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code93101ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273799005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN MARCOS ACCELERATED ACADEMIC PROGRAMBusinessNameLine1
Business Name Line2FOR LEADERSHIP AND ENRICHMENT FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlSANMBusinessNameControlTxt
Phone8059674581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 30636AddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931300636ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIK NIELSENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8059674581PhoneNum
Signature2014-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJODY DOLAN HOLEHOUSEPreparerPersonNm
PTINP00230451PTIN
Phone8059661521PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressHTTP://WWW.SMHSAAPLE.COM/INFO/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$147,752GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$147,364ContributionsGiftsGrantsEtcAmt
Other Revenue Total$388OtherRevenueTotalAmt
Total Revenue$147,752TotalRevenueAmt
Grants And Similar Amounts Paid$26,104GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$14,100SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$150FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$161PrintingPublicationsPostageAmt
Other Expenses Total$60,268OtherExpensesTotalAmt
Total Expenses$100,783TotalExpensesAmt
Excess Or Deficit For Year$46,969ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$148,595NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$195,564NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$147,944BOYAmt
EOY$210,154EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,315BOYAmt
EOY$1,500EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$149,259BOYAmt
EOY$211,654EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$664BOYAmt
EOY$16,090EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$148,595BOYAmt
EOY$195,564EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO SUPPORT THE ACCELERATED ACADEMIC PROGRAM FOR LEADERSHIP AND ENRICHMENT, AN EDUCATIONAL ENRICHMENT PROGRAM IN THE PUBLIC SCHOOL, SAN MARCOS HIGH SCHOOL, BY PROVIDING GRANTS TO THE SANTA BARBARA SCHOOL DISTRICT FOR PROGRAM INSTRUCTION AND FACILITIES AND PROVIDING FUNDING FOR THE PURCHASE OF EDUCATIONAL MATERIALS AND ENRICHMENT PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SUPPORT SAN MARCOS AAPLE ACADEMY EDUCATIONAL PROGRAMS AND FACILITIES.$26,104$74,509
SUPPORT SAN MARCOS AAPLE ACADEMY'S COMMUNITY OUTREACH EFFORTS$0$171
FieldValueIRS element (for citing)
Total Program Service Expenses$74,680TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ERIK NIELSEN
EXECUTIVE DIRECTOR8.00$4,000$0$0
JODY DOLAN HOLEHOUSE
CHIEF FINANCIAL OFFICER4.00$0$0$0
MATT FAY
PRESIDENT4.00$0$0$0
MICHAEL CREGAN
DIRECTOR2.00$0$0$0
CHRIS PIZZINAT
DIRECTOR2.00$0$0$0
BRAD FROHLING
DIRECTOR2.00$0$0$0
DREW SIMONS
SECRETARY2.00$0$0$0
SHERI FAY
DIRECTOR2.00$0$0$0
SHARON ALLEN
DIRECTOR2.00$0$0$0
ERIC KURTH
DIRECTOR2.00$0$0$0
BILL MCBRIDE
DIRECTOR2.00$0$0$0
TONY WINTERBAUER
DIRECTOR2.00$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 Line1ERIK NIELSENBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 30636AddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931300636ZIPCode
FieldValueIRS element (for citing)
Phone8059674581PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
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 Minus3 Years$12,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$128,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$114,230CurrentTaxYearMinus1YearAmt
Current Tax Year$147,364CurrentTaxYearAmt
Total$401,813TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$12,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$128,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$114,230CurrentTaxYearMinus1YearAmt
Current Tax Year$147,364CurrentTaxYearAmt
Total$401,813TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$401,813PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$235CurrentTaxYearMinus1YearAmt
Current Tax Year$388CurrentTaxYearAmt
Total$800TotalAmt
FieldValueIRS element (for citing)
Total Support$402,613TotalSupportAmt
Public Support CY1700.99800PublicSupportCY170Pct
Public Support PY1700.99840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST AMERICAN RIVIERA BANK. AMOUNT: 388.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SANTA BARBARA SCHOOL DISTRICT. GRANTEE ADDRESS: 720 SANTA BARBARA STREET SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: HARDWARE AND SOFTWARE. AMOUNT GIVEN: 12,104.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SANTA BARBARA SCHOOL DISTRICT. GRANTEE ADDRESS: 720 SANTA BARBARA STREET SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CLASSROOM IMPROVEMENTS. AMOUNT GIVEN: 14,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,104.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: CLASS ENRICHMENT EVENTS. AMOUNT: 21,685. DESCRIPTION: CURRICULUM SUPPLIES AND FEES. AMOUNT: 1,034. DESCRIPTION: COMMUNITY SERVICE PROJECT EXPENSES. AMOUNT: 171. DESCRIPTION: TEAMBUILDING EVENTS. AMOUNT: 10,245. DESCRIPTION: STUDENT LEADERSHIP. AMOUNT: 2,151. DESCRIPTION: TECHNOLOGY TRAINING. AMOUNT: 9,365. DESCRIPTION: COHORT CLASSROOM MAINTENANCE AND SUPPLIES. AMOUNT: 332. DESCRIPTION: WEBSITE. AMOUNT: 1,906. DESCRIPTION: MARKETING AND FUNDRAISING SUPPLIES. AMOUNT: 692. DESCRIPTION: FILING AND REGISTRATION FEES. AMOUNT: 50. DESCRIPTION: ADMINISTRATIVE SUPPLIES. AMOUNT: 432. DESCRIPTION: INSURANCE. AMOUNT: 1,600. DESCRIPTION: MERCHANT SERVICE. AMOUNT: 1,106. DESCRIPTION: CURRICULUM DEVELOPMENT. AMOUNT: 4,900. DESCRIPTION: TECHNOLOGY MANAGEMENT. AMOUNT: 2,435. DESCRIPTION: PRINTING AND COPYING. AMOUNT: 315. DESCRIPTION: FUNDRAISING SERVICES. AMOUNT: 1,849. TOTAL TO FORM 990-EZ, LINE 16: 60,268.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: REIMBURSEMENTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,315. END OF YEAR AMOUNT: 1,000. DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 500.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: EXPENSES PAYABLE. BEG. OF YEAR AMOUNT: 664. END OF YEAR AMOUNT: 90. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 16,000.

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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