SARATOGA EDUCATION FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SARATOGA EDUCATION FOUNDATION (EIN 94-2853969)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-01-31
IRS object ID
201140319349300069
Schema version
2009v1.2
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

FieldValueIRS element (for citing)
Timestamp2011-01-31T13:21:05-08:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC ONGMAN EABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115814 WINCHESTER BLVD 106AddressLine1
CityLOS GATOSCity
StateCAState
ZIP Code95030ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN942853969EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SARATOGA EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSARANameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2392AddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameA MANZOName
TitlePRESIDENTTitle
Date Signed2010-10-31DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameERIC ONGMAN EAName
Phone4083995204Phone
Date Prepared2011-01-31DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonA MANZONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 2392AddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Gross Receipts960806GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web SiteWWW.SARATOGA.SEF.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1983YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionORGANIZATION SERVES OVER 2250 K-8 GRADE STUDENTS IN THE SARATOGA UNION SCHOOL DISTRICT. THE ORGANIZATION PROVIDES FUNDS FOR TEACHERS, COUNSELOR, ART SUPPLIES AND LIBRARY SUPPORT. FUNDRAISING IS ACCOM- PLISED THROUGH DIRECT DONATIONS APPEAL AND PUBLIC EVENTS SUCH AS JOG-A-THONS, ETC.ActivityOrMissionDescription
Nbr Voting Members Governing Body35NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers60TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year940280ContributionsGrantsPriorYear
Contributions Grants Current Year977154ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-141InvestmentIncomePriorYear
Investment Income Current Year11148InvestmentIncomeCurrentYear
Other Revenue Prior Year-58421OtherRevenuePriorYear
Other Revenue Current Year-30912OtherRevenueCurrentYear
Total Revenue Prior Year881718TotalRevenuePriorYear
Total Revenue Current Year957390TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year916383GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY918921GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year27775OtherExpensePriorYear
Other Expenses Current Year26491OtherExpensesCurrentYear
Total Expenses Prior Year944158TotalExpensesPriorYear
Total Expenses Current Year945412TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-62440RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11978RevenuesLessExpensesCY
Total Assets BOY1710545TotalAssetsBOY
Total Assets EOY1789426TotalAssetsEOY
Total Liabilities BOY916383TotalLiabilitiesBOY
Total Liabilities EOY918921TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY794162NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY870505NetAssetsOrFundBalancesEOY
Mission DescriptionORGANIZATION SERVES OVER 2250 K-8 GRADE STUDENTS IN THE SARATOGA UNION SCHOOL DISTRICT. THE ORGANIZATION PROVIDES FUNDS FOR TEACHERS, COUNSELOR, ART SUPPLIES AND LIBRARY SUPPORT. FUNDRAISING IS ACCOM- PLISED THROUGH DIRECT DONATIONS APPEAL AND PUBLIC EVENTS SUCH AS JOG-A-THONS, ETC.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense945412Expense
Grants918921Grants
DescriptionGRANT TO SARATOGA UNION SCHOOL DISTRICT TO PROVIDE FUNDING FOR TEACHERS FOR SCIENCE AND MUSIC, INFORMATION LITERACY, PE AND TECHNOLOGY. FUNDS ALSO PROVIDE SUPPLIES, COUNSELOR AND LIBRARY SUPPLIES.Description
Total Program Service Expense945412TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedfalseBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledtrueForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Nbr Voting Governing Body Members35NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Annual Disclosure Covered PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonANASTASIA ALEXANDER TREASURERNamePerson
Telephone Number4088673424TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 2392AddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ALLISON PAIGE MANZO
PRESIDENTX000
BETH A KINGSLEY
VICE PRESIDENTX000
KRISTI PETTERS
VICE PRESIDENTX000
ANASTASIA ALEXANDER
TREASURERX000
SHERRY R SCOTT
SECRETARYX000
JENNIFER FRAISI
VICE PRESIDENTX000
KIT LOFGREN
VICE PRESIDENTX000
TUAN NGUYEN
VICE PRESIDENTX000
TERRIE CREAMER
PARLIAMENTARIANX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Fundraising Events57690FundraisingEvents
All Other Contributions919464AllOtherContributions
Noncash Contributions3480NoncashContributions
Total Contributions977154TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11468TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3096Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3416Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-320Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-320TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINS-LOSSESDescription
Total Revenue Column-30912TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue-30912TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column957390TotalRevenueColumn

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total918921Total
Program Services918921ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total436Total
Management And General436ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraising
LEADERSHIP CIRCLE73067306
BANK FEES60496049
JOG-A-THON47244724
GENERAL MARKETING26362636
PRINTING AND PUBLICATIONS23032303

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3037Total
Management And General2284ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total945412Total
Program Services918921ProgramServices
Management And General18378ManagementAndGeneral
Fundraising8113Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY355864BOY
EOY55887EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1354681BOY
EOY1733539EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1710545BOY
EOY1789426EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY916383BOY
EOY918921EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY916383BOY
EOY918921EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY794162BOY
EOY870505EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY794162BOY
EOY870505EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1710545BOY
EOY1789426EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteefalseAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1144406CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years985358CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1006470CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year900864CurrentTaxYearMinus1Year
Current Tax Year977154CurrentTaxYear
Total5014252Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1144406CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years985358CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1006470CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year900864CurrentTaxYearMinus1Year
Current Tax Year977154CurrentTaxYear
Total5014252Total
FieldValueIRS element (for citing)
Public Support Total1705014252PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years60367CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years93182CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years99464CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year37265CurrentTaxYearMinus1Year
Current Tax Year11148CurrentTaxYear
Total301426Total
FieldValueIRS element (for citing)
Total Support5315678TotalSupport
Public Support Pertcentage1700.94330PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94320PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Total5095014252PublicSupportTotal509
Public Support Percentage5090.00000PublicSupportPercentage509
Prior Year Support Percentage0.93870PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1SARATOGA UNION SCHOOL DISTRICTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line120460 FORREST HILL DRIVEAddressLine1
CitySARATOGACity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient770175231EINOfRecipient
Amount Of Cash Grant918921AmountOfCashGrant
Purpose Of GrantTEACHERS-SUPPLIESPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
ExplanationNOT APPLICABLEExplanation

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