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← AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CA

Form 990 for tax year 2022

Filed by AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CA.

Totals

Total revenue
$415,234
Total expenses
$446,085
Contributions and grants received
$413
Grants paid
$32,550
Program service revenue
$399,328
Investment income
$11,618
Other revenue
$3,875
Total assets, end of year
$200,552
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$200,552
Program services expenses (Part IX)
$426,540
Management and general expenses
$19,545
Fundraising expenses
$0
Program service expenses (Part III)
$426,540

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $413

  • 2a · Program service revenue: HOMELESS VETERANS GRANT

    total $3,500 · related or exempt $3,500

  • 2b · Program service revenue: CA EMERGING TECH FUND

    total $229,950 · related or exempt $229,950

  • 2c · Program service revenue: POWER SAVER REWARDS

    total $74,211 · related or exempt $74,211

  • 2d · Program service revenue: COMMUNITY EDUCATION

    total $91,667 · related or exempt $91,667

  • 3 · Investment income

    total $11,618 · related or exempt $11,618

  • 11a · Other revenue: REIMBURSEMENT OF EXP

    total $3,875 · related or exempt $3,875

  • 11e · Other revenue, total

    $3,875

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,800 · program services $1,800

  • 2 · Grants to domestic individuals

    total $30,750 · program services $30,750

  • 11c · Fees: accounting

    total $1,405 · management and general $1,405

  • 11g · Fees: other

    total $124,190 · program services $124,190

  • 12 · Advertising and promotion

    total $564 · program services $564

  • 13 · Office expenses

    total $3,838 · program services $3,006 · management and general $832

  • 14 · Information technology

    total $6,632 · program services $6,632

  • 16 · Occupancy

    total $7,000 · program services $7,000

  • 19 · Conferences, conventions and meetings

    total $3,635 · management and general $3,635

  • 23 · Insurance

    total $2,854 · program services $2,614 · management and general $240

  • 24a · Other expenses: ASSISTANCE TO HOMELESS VETS

    total $3,365 · program services $3,365

  • 24b · Other expenses: CETF FRONTIER CHARTER ADM

    total $44,472 · program services $44,472

  • 24c · Other expenses: CETF FRONTIER CHARTER ADOPT

    total $188,910 · program services $188,910

  • 24d · Other expenses: REGISTRATION FEES

    total $3,037 · program services $3,037

  • 24e · All other expenses

    total $23,633 · program services $10,200 · management and general $13,433

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $88,846 · end of year $46,377

  • 11 · Investments: publicly traded securities

    beginning of year $142,557 · end of year $154,175

  • 31 · Retained earnings, endowment or other funds

    beginning of year $231,403 · end of year $200,552

Mission and programs · 2022

Mission

INCREASING THE FINANCIAL RESOURCES AVAILABLE TO NEEDY AND QUALIFIED STUDENTS PURSUING A HIGHER EDUCATION AND OBTAINING RESOURCES TO IMPROVE THE LIVES OF THE VETERAN AND LOW-INCOME COMMUNITY, FOCUSING ON DIGITAL ACCESS, AFFORDABILITY AND TRAINING.

  • TO PROVIDE EDUCATION TO THE COMMUNITY AT LARGE ESPECIALLY TECHNOLOGY ACCESS

    Expenses $393,990 · Revenue $399,328

  • TO PROVIDE SCHOLARSHIPS TO QUALIFYING APPLICANTS GRADUATING FROM HIGH SCHOOL

    Expenses $32,550 · Revenue $4,288

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Willie Galvan

    PROGRAM ADMIN

    Total calculated
    $3,600
    From this org
    $3,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Felix Esparza

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Coehlo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carmen Castro

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Mary Jacka

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Roy Bird

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Eileen Armijo

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
2 June 2024
IRS schema version
2022v5.0
Source object
202442329349301159

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