Totals
- Total revenue
- $252,332
- Total expenses
- $142,110
- Contributions and grants received
- $200,084
- Grants paid
- $125,699
- Program service revenue
- $0
- Investment income
- $36,778
- Other revenue
- $15,470
- Total assets, end of year
- $1,176,889
- Total liabilities, end of year
- $11,975
- Net assets or fund balances, end of year
- $1,164,914
- Program services expenses (Part IX)
- $126,429
- Management and general expenses
- $15,681
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $126,429
Program services were 89.0% 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.
-
1c · Fundraising events
$99,522
-
1f · All other contributions, gifts and grants
$100,562
-
3 · Investment income
total $36,778 · excluded $36,778
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$15,600
-
8a · Fundraising events: contributions included on line 1c
$99,522
-
8b · Fundraising events: direct expenses
$130
-
8c · Net income from fundraising events
total $15,470 · excluded $15,470
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $125,699 · program services $125,699
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,610 · management and general $1,610
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $804 · management and general $804
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $730 · program services $730
-
13 · Office expenses
total $884 · management and general $884
-
14 · Information technology
total $460 · management and general $460
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Trust fees
total $9,075 · management and general $9,075
-
24b · Other expenses: Reconciling Differences
total $1,524 · management and general $1,524
-
24c · Other expenses: Bank Fees
total $542 · management and general $542
-
24d · Other expenses: Postage and Shipping
total $420 · management and general $420
-
24e · All other expenses
total $362 · management and general $362
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $94,063 · end of year $224,917
-
2 · Savings and temporary cash investments
beginning of year $21,485 · end of year $305
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,139,575 · end of year $951,667
-
18 · Grants payable
beginning of year $7,500 · end of year $11,975
-
27 · Net assets without donor restrictions
beginning of year $1,247,623 · end of year $1,164,914
Mission and programs · 2022
Mission
MEF is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at MEFs sole discretion by a majority vote of the MEF Board of Directors.
Activities or mission (Part I)
Martinez Education Foundation (MEF) is a community-based partnership of energetic volunteers committed to providing resources to enhance educational opportunities for our children. MEF believes education is both an investment and a priority for the Martinez community.
-
The Martinez Education Foundation (MEF) is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at the Education Foundations sole discretion by a majority vote of the Board of Directors. MEF provides funds for: Fine Arts Mathematics Language Arts Physical Education Science Social Studies Special Education Vocational Education
Expenses $126,429 · Grants $125,699
As filed on the 2022 return.
Listed in Part VII
-
Rochelle Siote Badgley
President
- Total calculated
- $0
- Hours/week
- 6
-
Shannon Wurth
Vice President
- Total calculated
- $0
- Hours/week
- 4
-
Carol McCauley
Treasurer
- Total calculated
- $0
- Hours/week
- 6
-
Leslie Philbrook
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Michael Beck
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jenn Zauner Clauson
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Dodd
Director
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Franco
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jack Funk
Director
- Total calculated
- $0
- Hours/week
- 6
-
Bobbi Horack
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anne Horack Martin
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jenn Lundberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Phil Philbrook
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dawn Polvorosa
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dylan Radke
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl Vereschagin
Director
- Total calculated
- $0
- Hours/week
- 6
-
Kathy Widner
Director
- 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
-
Martinez Unified School Dist
$125,699
School Support
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349304652
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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