Form 990 for tax year 2023
Filed by AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CA.
Totals
- Total revenue
- $1,584,400
- Total expenses
- $1,541,223
- Contributions and grants received
- $83,796
- Grants paid
- $0
- Program service revenue
- $1,494,960
- Investment income
- $5,644
- Other revenue
- $0
- Total assets, end of year
- $253,729
- Total liabilities, end of year
- $10,000
- Net assets or fund balances, end of year
- $243,729
- Program services expenses (Part IX)
- $1,393,928
- Management and general expenses
- $147,295
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,393,928
Program services were 90.4% 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
$2,755
-
1f · All other contributions, gifts and grants
$81,041
-
2a · Program service revenue: CETF CHARTER/TECH GRANTS
total $1,494,910 · related or exempt $1,494,910
-
2b · Program service revenue: Membership Dues & Assessments
total $50 · related or exempt $50
-
3 · Investment income
total $5,449 · related or exempt $5,449
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $17,278
-
7b · Less cost or other basis and sales expenses
securities $17,083
-
7c · Gain or loss
securities $195
-
7d · Net gain or loss
total $195 · related or exempt $195
-
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 $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 $3,600 · program services $3,600
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $5 · program services $5
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
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 $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: CETF ACP 23 Adoptions
total $535,869 · program services $535,869
-
24b · Other expenses: CETF Frontier Adoptions
total $442,900 · program services $442,900
-
24c · Other expenses: CETF Adoptions
total $186,550 · program services $186,550
-
24d · Other expenses: CETF Rivco Adoptions
total $77,205 · program services $77,205
-
24e · All other expenses
total $295,094 · program services $147,799 · management and general $147,295
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $57,995 · end of year $57,676
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $50,000
-
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 $142,557 · end of year $146,053
-
25 · Other liabilities
end of year $10,000
-
29 · Capital stock, trust principal or current funds
beginning of year $200,552 · end of year $243,729
Mission and programs · 2023
Mission
THE AMERICAN GI FORUM EDUCATION FOUNDATION WAS ESTABLISHED FOR THE SPECIFIC PURPOSE OF INCREASING THE FINANCIAL RESOURCES AVAILABLE TO NEEDY AND QUALIFIED STUDENTS PURSUING A HIGHER EDUCATION. IN THE PAST QUARTER CENTURY, THE AMERICAN GI FORUM HAS ALLOCATED WELL OVER $350,000 TO DESERVING STUDENTS.
-
The organization provided scholarships to support and enrich the educational journeys of multiple students and veterans, advancing its mission to promote access to higher learning and personal development.
Expenses $1,390,323
-
The organization offered critical assistance to homeless veterans and their families, helping to meet their immediate needs while supporting long-term stability and reintegration into the community.
Expenses $3,605
As filed on the 2023 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
- 2023
- Filed
- 29 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542249349302804
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