Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Santa Cruz Education Foundation
990EZ • Fiscal year 2016 • EIN 20-0239163
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Balance Sheet
Assets
Down$24,073
Down $16,704 (-41%) from 2015
Net Assets
$24,073
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$38,727
Down $74,020 (-66%) from 2015
Expenses
Down$55,431
Down $80,713 (-59%) from 2015
Net Income
Up-$16,704
Up $6,693 (+29%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Jun 6, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $43,316
Mission and Program Overview
Mission
To raise funds for the academic and co-curricular programs of santa cruz city schools and educate the public about the role and needs of public schools, as well as advocate for public schools at the local, state, and federal level.
To raise funds for the academic and co-cirricular programs of Santa Cruz City Schools and educate the public about the role and needs of public schools, as well as advocate for public schools at the local, state, and federal level
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Raise funds for the academic and co-cirricular programs of Santa Cruz City Schools and educate the public about the role and needs of public schools | $48,763 | $48,763 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Stephanie Pache | President | - | $0 | - | - |
| Casey Coonerty Protti | Secretary | - | $0 | - | - |
| Rocco Cappalla | Treasurer | - | $0 | - | - |
| Olga de santa Anna | Director | - | $0 | - | - |
| Matt Farrell | Director | - | $0 | - | - |
| Lacie Gray | Director | - | $0 | - | - |
| Caitlin McCord | Director | - | $0 | - | - |
| Lynne Stoops | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Santa Cruz Education Foundation
- EIN
- 20-0239163
- Phone
- 8314278212
- Address
- PO Box 8501, Santa Cruz, CA 95061-8501
Signing Officer
- Name
- Rocco Cappalla
- Title
- Treasurer
- Phone
- 8314278212
- Signed
- 2017-06-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Meisser Seales Riccabona Llp
- Address
- 125 Water St Suite C, Santa Cruz, CA 95060
- Preparer
- Conrad Seales CPA
- Phone
- 8314581600
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: 1000. Grantee Name: Santa Cruz Office of Education. Grantee Address: 400 Encinal Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 5,497.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: 1000. Grantee Name: Santa Cruz City Schools. Grantee Address: 405 Soquel San Jose Road Soquel, CA 95073. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: 1000. Grantee Name: Arts Council Santa Cruz. Grantee Address: 1070 River Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: 1000. Grantee Name: Various grants to schools under 5,000. Grantee Address: Various Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 23,266. Total included on Form 990-EZ, line 10: 48,763.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Bank fees. Amount: 177. Description: Communications. Amount: 2,745. Description: Office expenses. Amount: 2,357. Total to Form 990-EZ, line 16: 5,279.”
Raw XML Appendix189 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Rocco Cappalla |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8314278212 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 8501 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Santa Cruz |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95060 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 40777 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24073 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 35394 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -16704 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 40777 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24073 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 7922 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 48763 |
| IRS990EZ/GrossReceiptsAmt | 0 | 43316 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 40777 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 24073 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 40777 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 24073 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Stephanie Pache |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Casey Coonerty Protti |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Rocco Cappalla |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Olga de santa Anna |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Matt Farrell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Lacie Gray |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Caitlin McCord |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lynne Stoops |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5279 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To raise funds for the academic and co-cirricular programs of Santa Cruz City Schools and educate the public about the role and needs of public schools, as well as advocate for public schools at the local, state, and federal level |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1389 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Raise funds for the academic and co-cirricular programs of Santa Cruz City Schools and educate the public about the role and needs of public schools |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 48763 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 48763 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 4589 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3333 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 55431 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 48763 |
| IRS990EZ/TotalRevenueAmt | 0 | 38727 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | Foundation |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | santacruzeducationfoundation.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 35394 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 116884 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 194674 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 214360 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 132263 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 693575 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 718378 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 3333 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5676 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10293 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14383 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12190 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 45875 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.93800 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 693575 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 35394 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 116884 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 194674 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 214360 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 132263 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 693575 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 739450 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Classification: 1000. Grantee Name: Santa Cruz Office of Education. Grantee Address: 400 Encinal Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 5,497. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: 1000. Grantee Name: Santa Cruz City Schools. Grantee Address: 405 Soquel San Jose Road Soquel, CA 95073. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Activity Classification: 1000. Grantee Name: Arts Council Santa Cruz. Grantee Address: 1070 River Street Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 10,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Activity Classification: 1000. Grantee Name: Various grants to schools under 5,000. Grantee Address: Various Santa Cruz, CA 95060. Grantee Relationship: none. Date of Gift: 12/10/15. Amount Given: 23,266. Total included on Form 990-EZ, line 10: 48,763. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Bank fees. Amount: 177. Description: Communications. Amount: 2,745. Description: Office expenses. Amount: 2,357. Total to Form 990-EZ, line 16: 5,279. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Rocco Cappalla |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8314278212 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-06-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Santa Cruz Education Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SANT |
| ReturnHeader/Filer/EIN | 0 | 200239163 |
| ReturnHeader/Filer/PhoneNum | 0 | 8314278212 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 8501 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Santa Cruz |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 950618501 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 841723632 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MEISSER SEALES RICCABONA LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 125 Water St Suite C |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Santa Cruz |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95060 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8314581600 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-05-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Conrad Seales CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-06-09T13:55:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $24,073
- Liabilities
- $0
- Net assets
- $24,073
- Revenue
- $38,727
- Expenses
- $55,431
- Net income
- -$16,704