AAPLE ACADEMY FOUNDATION: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AAPLE ACADEMY FOUNDATION (EIN 27-3799005)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-25
IRS object ID
201323299349200702
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

FieldValueIRS element (for citing)
Timestamp2013-11-25T12:36:26-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN770181453EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1104 WEST ANAPAMU STREET SUITE BAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code93101ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN273799005EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAN MARCOS ACCELERATED ACADEMIC PROGRAMBusinessNameLine1
Business Name Line2FOR LEADERSHIP AND ENRICHMENT FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlSANMNameControl
Phone8059674581Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameERIK NIELSENName
TitleEXECUTIVE DIRECTORTitle
Phone8059674581Phone
Date Signed2013-11-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJODY DOLAN HOLEHOUSEName
PTINP00230451PTIN
Phone8059661521Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteHTTP://ACCELERATEDACADEMICPROGRAM.COMWebSite
Organization501c3XOrganization501c3
Gross Receipts Less Than25000XGrossReceiptsLessThan25000
Gross Receipts114488GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc114230ContributionsGiftsGrantsEtc
Other Revenue Total258OtherRevenueTotal
Total Revenue114488TotalRevenue
Grants And Similar Amounts Paid28746GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors100FeesAndOthPymtToIndContractors
Printing Publications Postage96PrintingPublicationsPostage
Other Expenses Total47167OtherExpensesTotal
Total Expenses76109TotalExpenses
Excess Or Deficit For Year38379ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY110216NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY148595NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY110216BOY
EOY147944EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY1315EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY110216BOY
EOY149259EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
EOY664EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY110216BOY
EOY148595EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
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.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (2 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
SUPPORT SAN MARCOS AAPLE ACADEMY EDUCATIONAL PROGRAMS AND FACILITIES.071332
SUPPORT SAN MARCOS AAPLE ACADEMY'S COMMUNITY OUTREACH EFFORTS0819
FieldValueIRS element (for citing)
Total Program Service Expenses72151TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ERIK NIELSEN
EXECUTIVE DIRECTOR8.00000
JODY DOLAN HOLEHOUSE
CHIEF FINANCIAL OFFICER4.00000
MATT FAY
PRESIDENT4.00000
MICHAEL CREGAN
DIRECTOR2.00000
CHRIS PIZZINAT
DIRECTOR2.00000
BRAD FROHLING
DIRECTOR2.00000
DREW SIMONS
SECRETARY2.00000
ANN ANDERSON
DIRECTOR2.00000
SHERI FAY
DIRECTOR2.00000
SHARON ALLEN
DIRECTOR2.00000
ERIC KURTH
DIRECTOR2.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ERIK NIELSENBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1P O BOX 30636AddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code931300636ZIPCode
FieldValueIRS element (for citing)
Telephone Number8059674581TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years12050CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year128169CurrentTaxYearMinus1Year
Current Tax Year114230CurrentTaxYear
Total254449Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years12050CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year128169CurrentTaxYearMinus1Year
Current Tax Year114230CurrentTaxYear
Total254449Total
FieldValueIRS element (for citing)
Public Support Total170254449PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years4CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year173CurrentTaxYearMinus1Year
Current Tax Year235CurrentTaxYear
Total412Total
FieldValueIRS element (for citing)
Total Support254861TotalSupport
Public Support Pertcentage1700.99840PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99870PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: INTEREST AMERICAN RIVIERA BANK. AMOUNT: 258.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY 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: 24,099.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY 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: 4,647. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,746.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: CLASS ENRICHMENT EVENTS. AMOUNT: 20,429. DESCRIPTION: CURRICULUM SUPPLIES AND FEES. AMOUNT: 2,638. DESCRIPTION: COMMUNITY SERVICE PROJECT EXPENSES. AMOUNT: 819. DESCRIPTION: TEAMBUILDING EVENTS. AMOUNT: 9,520. DESCRIPTION: STUDENT LEADERSHIP. AMOUNT: 1,166. DESCRIPTION: TECHNOLOGY TRAINING. AMOUNT: 8,682. DESCRIPTION: COHORT CLASSROOM MAINTENANCE AND SUPPLIES. AMOUNT: 151. DESCRIPTION: WEBSITE. AMOUNT: 213. DESCRIPTION: MARKETING AND FUNDRAISING SUPPLIES. AMOUNT: 689. DESCRIPTION: FILING AND REGISTRATION FEES. AMOUNT: 70. DESCRIPTION: ADMINISTRATIVE SUPPLIES. AMOUNT: 292. DESCRIPTION: INSURANCE. AMOUNT: 1,600. DESCRIPTION: MERCHANT SERVICE. AMOUNT: 898. TOTAL TO FORM 990-EZ, LINE 16: 47,167.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: REIMBURSEMENTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,315.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: EXPENSES PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 664.

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.Declaration

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.