MORAGA COMMUNITY FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORAGA COMMUNITY FOUNDATION (EIN 47-4521886)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-24
- IRS object ID
- 202620559349200027
- Schema version
- 2024v5.2
- 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 | 2026-02-24T10:47:23-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943319946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accounting Office Of Barry E Goldstein CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 938 DEWING AVENUE 3 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474521886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAGA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 9252831040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 MORAGA ROAD STE C 191 | AddressLine1Txt |
| City | MORAGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TROTTER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY E GOLDSTEIN CPA | PreparerPersonNm |
| PTIN | P01068597 | PTIN |
| Phone | 9252831040 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.MORAGACOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $62,221 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $62,221 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $62,221 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $62,400 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $905 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $295 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $9,423 | OtherExpensesTotalAmt |
| Total Expenses | $73,023 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,802 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $81,706 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,904 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,706 | BOYAmt |
| EOY | $70,904 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,706 | BOYAmt |
| EOY | $70,904 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,706 | BOYAmt |
| EOY | $70,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE MORAGA COMMUNITY FOUNDATION IS A PHILANTHROPIC ORGANIZATION THAT WORKS WITH THE COMMUNITY TO BUILD A VIBRANT FUTURE FOR MORAGA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PHILANTHROPIC WORK FOR THE CONTINUED DEVELOPEMENT OF THE MORAGA COMMUNITY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $62,400 | GrantsAndAllocationsAmt |
| Program Service Expenses | $6,552 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,552 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LISA BROWN | ||
| VP (LEFT 12/24) | 2.00 | $0 |
| DAVID TROTTER | ||
| VP (SINCE 1/25) | 8.00 | $0 |
| JOEL MORGAN | ||
| Director | 2.00 | $0 |
| BOB MOORE | ||
| Director | 2.00 | $0 |
| WILLIAM SCHNURR | ||
| Treasurer | 2.00 | $0 |
| ROHIT SABNIS | ||
| President | 2.00 | $0 |
| CRISTINA POLK | ||
| Director | 2.00 | $0 |
| ROB PIERSON | ||
| SEC (FROM 1/25) | 2.00 | $0 |
| SCOTT SMITH | ||
| DIR (LEFT 8/24) | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRISTINA POLK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 MORAGA ROAD STE C 191 | AddressLine1Txt |
| City | MORAGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253341317 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $73,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,221 | CurrentTaxYearAmt |
| Total | $639,654 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,221 | CurrentTaxYearAmt |
| Total | $639,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $124,208 | SubstantialContributorsTotAmt |
| Public Support Total170 | $515,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $32 | CurrentTaxYearMinus1YearAmt |
| Total | $32 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,136 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,136 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $644,822 | TotalSupportAmt |
| Public Support CY170 | 0.79940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79080 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: CHALDA/RHEEM PROJECT | Donee's Name: TOWN OF MORAGA | Donee's Address: 329 RHEEM BLVD MORAGA CA 94556 | Relationship of Donee: NONE | Cash Amount Given: $55000 |
| Other Expenses.1001 | Advertising and Promotion $70 |
| Other Expenses.1012 | Insurance $1499 |
| Other Expenses.1 | AWARDS/GRANTS $6552 |
| Other Expenses.2 | SOFTWARE $970 |
| Other Expenses.4 | WEBSITE $290 |
| Other Expenses.5 | RFF-1 FILING FEE $25 |
| Other Expenses.6 | BANK CHARGES $17 |
| Changes to Organizing or Governing Documents | ORGANIZATION UPDATED ITS INTERNAL CONTROL POLICIES IN APRIL 2021, TO ENSURE THE FINANCIAL INTEGRITY OF THE ORGANIZATION AND ITS BANK ACCOUNTS AND ASSETS. |
| PART VI | Part IV includes individuals who served as officers/directors/trustees at any time during the tax year. During the year, Lisa Brown served as a voting Vice President until December 2024, and resigned thereafter; replaced by David Trotter.During the year, Scott Smith was elected to the board in August 2024, and resigned shortly thereafter. |
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