NEWPORT HEIGHTS ELEMENTARY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NEWPORT HEIGHTS ELEMENTARY FOUNDATION (EIN 33-0871507)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-03-09
IRS object ID
202600689349300200
Schema version
2024v5.0
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)
Return2026-03-09T01:39:46-04:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810922225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMD ACCOUNTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 EXECUTIVE PARK 100AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330871507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWPORT HEIGHTS ELEMENTARYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNEWPBusinessNameControlTxt
Phone9495250002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E 15TH STREETAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELE PESCHELTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9495250002PhoneNum
Signature2026-02-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM DAYTONPreparerPersonNm
PTINP01356122PTIN
Phone9494120592PhoneNum
Preparation2026-03-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHELE PESCHELTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E 15TH STREETAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$436,887GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNEWPORTHEIGHTSFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE SUPPORT TO PUBLIC ELEMENTARY SCHOOLActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$106,218PYContributionsGrantsAmt
CY Contributions Grants$139,028CYContributionsGrantsAmt
PY Program Service Revenue$188,628PYProgramServiceRevenueAmt
CY Program Service Revenue$283,773CYProgramServiceRevenueAmt
PY Investment Income$13,114PYInvestmentIncomeAmt
CY Investment Income$14,086CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$307,960PYTotalRevenueAmt
CY Total Revenue$436,887CYTotalRevenueAmt
PY Grants And Similar Paid$219,492PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$313,418CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$67,378PYOtherExpensesAmt
CY Other Expenses$136,571CYOtherExpensesAmt
PY Total Expenses$286,870PYTotalExpensesAmt
CY Total Expenses$449,989CYTotalExpensesAmt
PY Revenues Less Expenses$21,090PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$13,102CYRevenuesLessExpensesAmt
Total Assets BOY$587,591TotalAssetsBOYAmt
Total Assets EOY$574,489TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$587,591NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$574,489NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE SUPPORT TO PUBLIC ELEMENTARY SCHOOLMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$448,764ExpenseAmt
Grant$313,418GrantAmt
DescFUNDING OF SUPPLEMENTAL TEACHERS, TEACHERS AIDES AND EQUIPMENT.Desc
Total Program Service Expenses$448,764TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNEWPORT BEACH ELEM FOUNDATIONPersonNm
Phone9495156970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E 15TH STREETAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA BIRD-STEINER
VICE PRESIDEYes (X)$0$0$0
JOSH MEEK
CFOYes (X)$0$0$0
MICHELE PESCHELT
PRESIDENTYes (X)$0$0$0
KARA TAYLOR
TREASURERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$139,028AllOtherContributionsAmt
Total Contributions$139,028TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GALA$144,889$144,889
SHARK WEEK$93,776$93,776
FALL CAMPAIGN$22,937$22,937
FALL FAIR$9,235$9,235
CORPORATE CONTRIBUTIONS$7,129$7,129

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,807TotalRevenueColumnAmt
Related Or Exempt Func Income$5,807RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$283,773TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,086TotalRevenueColumnAmt
Related Or Exempt Func Income$14,086RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$436,887TotalRevenueColumnAmt
Related Or Exempt Func Income$297,859RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$313,418TotalAmt
Program Services$313,418ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,225TotalAmt
Management And General$1,225ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DIRECT EXPENSES$131,791$131,791
OPERATING EXPENSES$3,555$3,555

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$449,989TotalAmt
Program Services$448,764ProgramServicesAmt
Management And General$1,225ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$587,591BOYAmt
EOY$574,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$587,591BOYAmt
EOY$574,489EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$587,591BOYAmt
EOY$574,489EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$587,591BOYAmt
EOY$574,489EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$587,591BOYAmt
EOY$574,489EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$13,102ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$147,650CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,889CurrentTaxYearMinus1YearAmt
Current Tax Year$16,823CurrentTaxYearAmt
Total$483,131TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$156,910CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$307,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,742CurrentTaxYearMinus1YearAmt
Current Tax Year$405,978CurrentTaxYearAmt
Total$1,353,681TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$304,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$467,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,774CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$234,631CurrentTaxYearMinus1YearAmt
Current Tax Year$422,801CurrentTaxYearAmt
Total$1,836,812TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,836,812PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$304,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$467,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,774CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$234,631CurrentTaxYearMinus1YearAmt
Current Tax Year$422,801CurrentTaxYearAmt
Total$1,836,812TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWPORT HEIGHTS ELEMENTARYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E 15TH STREETAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd
FieldValueIRS element (for citing)
Cash Grant$313,418CashGrantAmt
Purpose Of GrantSCHOOL SUPPORTPurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BREVIEWED BY APPROPRIATE OFFICERS
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST

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