BEECHWOOD SCHOOL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BEECHWOOD SCHOOL FOUNDATION (EIN 27-3686740)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-03-19
IRS object ID
202520789349300237
Schema version
2023v6.0
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)
Return2025-03-19T14:00:26-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861800800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tori Roberts CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110342 Branigan WayAddressLine1Txt
CityRiversideCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92505ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273686740EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEECHWOOD SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEECBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1780 BEECHWOOD AVENUEAddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP928352777ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUSTIN OCELLOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5622366353PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTori Roberts CPAPreparerPersonNm
PTINP02463763PTIN
Phone9098560848PhoneNum
Preparation2025-03-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Gross Receipts$273,337GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDING FOR THE ENHANCEMENT OF EDUCATIONAL ENRICHMENT AND TECHNOLOGICAL LEARNING AT BEECHWOOD ELEMENTARY SCHOOL, LOCATED IN THE FULLERTON SCHOOL DISTRICT OF FULLTERTON, CAActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$200,504PYContributionsGrantsAmt
CY Contributions Grants$273,302CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$65PYInvestmentIncomeAmt
CY Investment Income$35CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$200,569PYTotalRevenueAmt
CY Total Revenue$273,337CYTotalRevenueAmt
PY Grants And Similar Paid$185,892PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,069CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$75,805PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$89,982CYTotalFundraisingExpenseAmt
CY Other Expenses$117,276CYOtherExpensesAmt
PY Total Expenses$261,697PYTotalExpensesAmt
CY Total Expenses$125,345CYTotalExpensesAmt
PY Revenues Less Expenses-$61,128PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$147,992CYRevenuesLessExpensesAmt
Total Assets BOY$97,445TotalAssetsBOYAmt
Total Assets EOY$229,930TotalAssetsEOYAmt
Total Liabilities BOY$15,507TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$81,938NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$229,930NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE FUNDING FOR THE ENHANCEMENT OF EDUCATIONAL ENRICHMENT AND TECHNOLOGICAL LEARNING AT BEECHWOOD ELEMENTARY SCHOOL, LOCATED IN THE FULLERTON SCHOOL DISTRICT OF FULLTERTON, CAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,069ExpenseAmt
DescGATE ENRICHMENT PROGRAM AND MUSICAL (CHOIR) PROGRAM FUNDINGDesc
Total Program Service Expenses$8,069TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
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
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTORI ROBERTS CPA APACPersonNm
Phone9098560848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110342 BRANIGAN WAYAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92505ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JUSTIN OCELLO
TREASURER3.000.00Yes (X)$0$0$0
ADRIANA LAZZAROTTO
SECRETARY0.000.00Yes (X)$0$0$0
MICHELLE OTBO
VICE PRESIDENT3.000.00Yes (X)$0$0$0
JENNIFER PRASAD
PRESIDENT3.000.00Yes (X)$0$0$0
STANLEY KWAK
FINANCIAL SECRETARY3.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$66,026FederatedCampaignsAmt
Fundraising$191,112FundraisingAmt
All Other Contributions$16,164AllOtherContributionsAmt
Total Contributions$273,302TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35TotalRevenueColumnAmt
Related Or Exempt Func Income$35RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$191,112ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$273,337TotalRevenueColumnAmt
Related Or Exempt Func Income$35RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,069TotalAmt
Program Services$8,069ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,977TotalAmt
Management And General$2,977ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$111,652TotalAmt
Management And General$23,351ManagementAndGeneralAmt
Fundraising$88,301FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,139TotalAmt
Fundraising$1,139FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$542TotalAmt
Fundraising$542FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$966TotalAmt
Management And General$966ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$125,345TotalAmt
Program Services$8,069ProgramServicesAmt
Management And General$27,294ManagementAndGeneralAmt
Fundraising$89,982FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$96,445BOYAmt
EOY$229,930EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,445BOYAmt
EOY$229,930EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,507BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,507BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$81,938BOYAmt
EOY$229,930EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,938BOYAmt
EOY$229,930EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,445BOYAmt
EOY$229,930EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$147,992ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,134CurrentTaxYearMinus1YearAmt
Current Tax Year$273,338CurrentTaxYearAmt
Total$427,148TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,134CurrentTaxYearMinus1YearAmt
Current Tax Year$273,338CurrentTaxYearAmt
Total$427,148TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$427,148PublicSupportTotal170Amt
Total Support$427,148TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINNER & AUCEvent1Nm
Gross Receipts Event1$149,550GrossReceiptsEvent1Amt
Gross Revenue Event1$149,550GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,235RentFacilityCostsEvent1Amt
Food And Beverage Event1$19,191FoodAndBeverageEvent1Amt
Event2MUSICAL PRODEvent2Nm
Gross Receipts Event2$41,562GrossReceiptsEvent2Amt
Gross Revenue Event2$41,562GrossRevenueEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$6,330GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$6,330GrossRevenueOtherEventsAmt
Gross Receipts Total$197,442GrossReceiptsTotalAmt
Gross Revenue Total Events$197,442GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,235RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$19,191FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$24,426DirectExpenseSummaryEventsAmt
Net Income Summary$173,016NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Amended return informationORIGINAL RETURN ERRONEOUSLY FILED WHEN ATTEMPTING TO FILE EXTENSION. INFORMATION PRESENTED IN THIS RETURN IS THE INTENDED INFORMATION TO BE REPORTED FOR THE RESPECTIVE REPORTING YEAR.
Form 990 governing body review Part VI line 11TREASURER REVIEWS 990 PRIOR TO FILING
Governing documents etc available to public Part VI line 19NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
List of other fees for services expenses Part IX line 11gEXPENDITURES WERE INCURRED FOR FUNDRAISING EXPENSES IN FY 23-24.

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