PACIFICA EDUCATION FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PACIFICA EDUCATION FOUNDATION (EIN 91-2145686)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201433189349201258
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T09:21:00-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912145686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFICA EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 6506156627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 REINA DEL MAR | AddressLine1 |
| City | PACIFICA | City |
| State | CA | State |
| ZIP Code | 94044 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE F FERRY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6505571491 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE F FERRY | PreparerPersonNm |
| PTIN | P01413405 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.PACIFICAEF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $170,318 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $140,233 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $986 | InvestmentIncomeAmt |
| Fundraising Gross Income | $29,099 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,314 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $23,785 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $165,004 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $173,791 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,770 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $4,419 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $4,944 | OtherExpensesTotalAmt |
| Total Expenses | $184,924 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$19,920 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $380,345 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $360,425 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,345 | BOYAmt |
| EOY | $360,425 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,345 | BOYAmt |
| EOY | $360,425 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,345 | BOYAmt |
| EOY | $360,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | RAISE FUNDS FOR PROGRAMS IN PACIFICA SCHOOLS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program 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. | $158,133 | $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. | $15,508 | $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. | $150 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| PETRA SCHUMANN | ||||
| DIRECTOR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEPHANIE MCAULIFFE | ||||
| DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| ANDREW MEIMAN | ||||
| DIRECTOR/TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL MORALES-BURNHAM | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAWN WINEIGER | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| LISA BAUER | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JIM CORDIERO | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JENEANE CRAWFORD | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| ELIZABETH BREDALL | ||||
| DIRECTOR/VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| SEEMA KANTAK | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| SANDY STEFANCIC | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| SEAMUS WHITLEY | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE F FERRY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 SAN PEDRO AVENUE | AddressLine1 |
| City | PACIFICA | City |
| State | CA | State |
| ZIP Code | 94044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6505571491 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,018 | CurrentTaxYearAmt |
| Total | $788,496 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600 | CurrentTaxYearAmt |
| Total | $3,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,618 | CurrentTaxYearAmt |
| Total | $791,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $791,496 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $986 | CurrentTaxYearAmt |
| Total | $5,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $796,629 | TotalSupportAmt |
| Public Support CY170 | 0.99360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| FUN RUN | ||||||||
| 375 REINA DEL MAR | PACIFICA | CA | 94044 | 5K RUN | 0 | $13,045 | $3,984 | $9,061 |
| CASINO NIGHT | ||||||||
| 375 REINA DEL MAR | PACIFICA | CA | 94044 | SOCIAL EVENT WITH GAMES | 0 | $8,733 | $1,028 | $7,705 |
| MMIP EVENTS | ||||||||
| 375 REINA DEL MAR | PACIFICA | CA | 94044 | MUSICAL EVENTS | 0 | $7,321 | $302 | $7,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $29,099 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $5,314 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $23,785 | TotalNetToOrganizationAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 986. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY 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: 158,133. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: IBL SCHOLARSHIP. GRANTEE NAME: NANCY BLANCHARD. GRANTEE ADDRESS: 375 REINA DEL MAR PACIFICA, CA 94044. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 150. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: MUSIC PROGRAM. GRANTEE NAME: PACIFICA SCHOOL DISTRICT. GRANTEE ADDRESS: 375 REINA DEL MAR PACIFICA, CA 94044. AMOUNT GIVEN: 15,508. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 173,791. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 2,220. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 545. DESCRIPTION: INSURANCE. AMOUNT: 1,410. DESCRIPTION: PROMOTION. AMOUNT: 209. DESCRIPTION: TAXES & LICENSES. AMOUNT: 60. DESCRIPTION: OTHER. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 4,944. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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