Form 990 for tax year 2024
Filed by AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CA.
Totals
- Total revenue
- $1,722,360
- Total expenses
- $1,677,139
- Contributions and grants received
- $129,173
- Grants paid
- $0
- Program service revenue
- $1,581,299
- Investment income
- $11,888
- Other revenue
- $0
- Total assets, end of year
- $349,596
- Total liabilities, end of year
- $60,646
- Net assets or fund balances, end of year
- $288,950
- Program services expenses (Part IX)
- $1,677,139
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,677,139
Program services were 100.0% 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.
-
1b · Membership dues
$175
-
1e · Government grants (contributions)
$38,445
-
1f · All other contributions, gifts and grants
$90,553
-
2a · Program service revenue: CETF CHARTER/TECH GRANTS
total $1,436,200 · related or exempt $1,436,200
-
2b · Program service revenue: DDC ADVOCACY GRANTS
total $80,000 · related or exempt $80,000
-
2c · Program service revenue: SANTA BARBARA FOUNDATION
total $65,099 · related or exempt $65,099
-
3 · Investment income
total $11,888 · related or exempt $11,888
-
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
-
8c · Net income from fundraising events
total $0
-
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 $0
-
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 $62,987 · program services $62,987
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $19,554 · program services $19,554
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $7,373 · program services $7,373
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,233 · program services $3,233
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $4,447 · program services $4,447
-
14 · Information technology
total $0
-
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 $3,188 · program services $3,188
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $999 · program services $999
-
24a · Other expenses: CETF ACP 23 Adoptions
total $557,718 · program services $557,718
-
24b · Other expenses: CETF CASF Call Center Adoption
total $336,317 · program services $336,317
-
24c · Other expenses: CETF CASF Call Center Adoption
total $63,195 · program services $63,195
-
24d · Other expenses: Bell Garden Enrollments
total $58,808 · program services $58,808
-
24e · All other expenses
total $559,320 · program services $559,320
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $57,676 · end of year $120,607
-
2 · Savings and temporary cash investments
end of year $160,639
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $50,000 · end of year $68,350
-
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 $146,053 · end of year $0
-
25 · Other liabilities
beginning of year $10,000 · end of year $60,646
-
29 · Capital stock, trust principal or current funds
beginning of year $243,729 · end of year $288,950
Mission and programs · 2024
Mission
The American GI Forum Education Foundation is organized to solicit and receive funds through grants, bequests, gifts, and contributions to provide educational scholarships, grants, loans, and support for educational research and related activities benefiting qualified and financially needy individuals. The Foundation also provides assistance to veterans and their families facing physical, emotional, or financial hardship.
-
Scholarship Awards ProgramSince 1979, the American GI Forum of Santa Maria has awarded over 600 scholarships totaling more than $500,000 to local students. Supported by member fundraising and contributions from individuals, small businesses, and investment income, the program continues to promote educational advancement.Veterans Family Assistance ProgramIn partnership with local agencies, the Foundation provides emergency aidsuch as food, clothing, lodging, transportation, and medicationsto veterans and their families, primarily those who are homeless. Funding is provided by corporate sponsors including Verizon, ExxonMobil, and Pfizer.Low-Cost Internet ProgramTo bridge the digital divide, the Foundation partners with the California Emerging Technology Fund (CETF) and Frontier Communications to help eligible households access affordable Internet service and receive free HP Chromebooks.Computer Literacy ClassesThrough CETFs School2Home Initiative, trained Foundation team members conduct virtual classes on computer literacy, online safety, and digital parenting for families across California.Time-of-Use (TOU) Community Education ProjectIn collaboration with Energy Upgrade California, the Foundation educates low-income and multicultural communities about new electricity rate structures and energy conservation practices to help reduce costs and protect the environment.
Expenses $1,677,139
As filed on the 2024 return.
Listed in Part VII
-
Roy BirdROY BIRD
President
- Total calculated
- $0
- Hours/week
- 5
-
Mary JackaMARY JACKA
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Helen GalvanHELEN GALVAN
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Maria Garcia-CaciqueMARIA GARCIA-CACIQUE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
David CoelhoDAVID COELHO
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Pete LlenasPETE LLENAS
Trustee
- Total calculated
- $0
- Hours/week
- 5
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
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533219349312083
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