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Beechwood School Foundation

Tax-deductible

Fullerton, CA501(c)(3)EducationEIN 27-3686740

To raise funding for the enhancement of educational enrichment and technologicallearning at beechwood elementary school, located in the fullerton school districtof fullerton, ca.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 15 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average surplus $2K a year · 1% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$215K
-21% vs prior year
Spent
$279K
To programs
80%
Net assets
$167K
By yearFY2022–FY2025
Revenue
$215K
FY2025▼ -21%
Revenue by fiscal year
FY2022$84K
FY2023$201K
FY2024$273K
FY2025$215K
Expenses
$279K
FY2025▲ +122%
Expenses by fiscal year
FY2022Not on file
FY2023$278K
FY2024$125K
FY2025$279K
Net assets
$167K
FY2025▼ -28%
Net assets by fiscal year
FY2022$160K
FY2023$82K
FY2024$230K
FY2025$167K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Exemption reinstated (2013-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Mar 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $223K Management & general 5% · $13K Fundraising 15% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Michelle Otbo
President
$0Pt VII · Sec A
Larry Chen
Financial Secretary
$0Pt VII · Sec A
Elizabeth Kwon
Vice President
$0Pt VII · Sec A
Justin Ocello
Treasurer
$0Pt VII · Sec A
Troy Grunklee
Parlementarian
$0Pt VII · Sec A
Robyn Koshi
Secretary
$0Pt VII · Sec A
See Beechwood School Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds educational enrichment and technology for Beechwood Elementary School.

Provided by the organization

This section is blank until Beechwood School Foundation claims this page.

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3 program services account for $223K of program spending, described in the organization's own filed words · FY2024.
01

Experiential Learning

Beechwood school student field trip other school support school support grants to beechwood elementary school

$176Kprogram expense
02

Annual musical production for the enrichment of the student body

$44Kprogram expense
03

Annual fall festival for the enrichment of the student body

$3Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Sempra Energy FoundationFY2024$50
Total grants receivedfrom 1 funder$50
Grants paid · 1 grant · $170K · 2024–2024
Beechwood Elementary SchoolFY2024$170,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$215K
Ln 12
Gifts and grantsLn 1h$156K
Fees for servicesLn 2g$59K
Other incomeLn 4–11$180
Money outPt IX
$279K
Ln 25
Programscol B$223K
Managementcol C$13K
Fundraisingcol D$43K
Owns and owesPt X
$167K
net assets · Ln 32
Cash and savingsLn 1–2$167K
Total assetsLn 16$167K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$156K
Fundraising eventsLn 1c$102K
Fees for servicesLn 2g$59K
Other incomeLn 4–11$180
Total revenueLn 12$215K
Assets in detailPt X, end of year
CashLn 1$167K
Cash and savings togetherLn 1–2$167K
Total assetsLn 16$167K
LiabilitiesLn 26$0
Net assetsLn 32$167K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$230K$167K
Total assetsLn 16$230K$167K
LiabilitiesLn 26$0$0
Net assetsLn 32$230K$167K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$176K$176K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$94K$47K$5K$43K
Information technologyLn 14$4K$4K
InsuranceLn 23$966$966
Total functional expensesLn 25$279K$223K$13K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $215K$279K−$63K$167K 990 PDF
FY2024 $273K$125K$148K$230K 990 PDF
FY2023 $201K$278K−$77K$82K 990 PDF
FY2022 $84K$160K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $215,141 across 7 lines filed
VIII-1c Fundraising events$102,018
VIII-1f All other contributions, gifts and grants$54,014
VIII-1h Total contributions, gifts and grants$156,032
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $58,929$58,929
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $180$180
VIII-12 Total revenueRelated to mission $59,109 · Unrelated business $0 · Excluded from tax $0$215,141
Part IX · Statement of functional expenses $278,520 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $175,928$175,928
IX-11c Accounting feesManagement $3,044$3,044
IX-11g Other fees for servicesPrograms $46,706 · Management $4,619 · Fundraising $42,874$94,199
IX-14 Information technologyManagement $4,383$4,383
IX-23 InsuranceManagement $966$966
IX-25 Total functional expensesPrograms $222,634 · Management $13,012 · Fundraising $42,874$278,520
Part X · Balance sheet $166,551 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $229,930$166,551
X-16 Total assetsStart of year $229,930$166,551
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $229,930$166,551
X-32 Total net assets or fund balancesStart of year $229,930$166,551
X-33 Total liabilities and net assetsStart of year $229,930$166,551
Part XI · Reconciliation of net assets $166,551 net assets at year end
XI-1 Total revenue$215,141
XI-2 Total expenses$278,520
XI-3 Revenue less expenses−$63,379
XI-4 Net assets at start of year$229,930
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$166,551

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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