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Beechwood School Foundation FY2023 filing

Tax-deductible

Fullerton, CA501(c)(3)Education EIN 27-3686740Revenue $201K in FY2023

On file with the IRSteambeechwood.org780 Beechwood Ave, 92835-2777 · Fullerton, CATax-exempt since Mar 2022Publicly supported charity — 170(b)(1)(A)(vi)

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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.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 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
$16K
16% of total assets
Looks good: liabilities are 16% 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
$201K
+139% vs prior year
Spent
$278K
To programs
67%
Net assets
$82K
By yearFY2022–FY2025
Revenue
$201K
FY2023▲ +139%
Tap a bar for its year
Revenue by fiscal year
FY2022$84K
FY2023$201K
FY2024$273K
FY2025$215K
Expenses
$278K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2022Not on file
FY2023$278K
FY2024$125K
FY2025$279K
Net assets
$82K
FY2023▼ -49%
Tap a bar for its year
Net assets by fiscal year
FY2022$160K
FY2023$82K
FY2024$230K
FY2025$167K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

67 cents of each dollar spent went to programs.

Program services 67% · $186K Management & general 6% · $16K Fundraising 27% · $76K

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

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Kelly Perkins
President
$0Pt VII · Sec A
Stanley Kwak
Financial Secretary
$0Pt VII · Sec A
Lauren Perkins
Vice President
$0Pt VII · Sec A
$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.

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Provided by the organization

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2 programs · $186K · in their own filed words · FY2022
01

Funding for advanced learning for grades 6 through 8. Computers and equipment used for the science, technology, engineering and math program (S.T.E.M. Program)

$186Kprogram expense
02

Experiential learning program, provided to grades k through 8TH field trips utilized to enhance learning of subject matter and expand knowledge through physical experience.

Pt IX · col B

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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$201K
Ln 12
Gifts and grantsLn 1h$201K
Investment incomeLn 3$65
Money outPt IX
$278K
Ln 25
Programscol B$186K
Managementcol C$16K
Fundraisingcol D$76K
Owns and owesPt X
$82K
net assets · Ln 32
Cash and savingsLn 1–2$96K
Total assetsLn 16$97K
LiabilitiesLn 26$16K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$201K
Fundraising eventsLn 1c$146K
Investment incomeLn 3$65
Total revenueLn 12$201K
Assets in detailPt X, end of year
CashLn 1$96K
Cash and savings togetherLn 1–2$96K
Total assetsLn 16$97K
LiabilitiesLn 26$16K
Net assetsLn 32$82K
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 FY23End FY23
Cash and savingsLn 1–2$159K$96K
Total assetsLn 16$160K$97K
LiabilitiesLn 26$0$16K
Net assetsLn 32$160K$82K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$186K$186K
Accounting feesLn 11c$5K$5K
Professional fundraising feesLn 11e$76K$76K
Other fees for servicesLn 11g$4K$4K
Advertising and promotionLn 12$216$216
Office expensesLn 13$20$20
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$6K$6K
Total functional expensesLn 25$278K$186K$16K$76K

Filing history

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

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $200,569 revenue, 12 lines filed
I-8 Contributions and grants$200,504
I-9 Program service revenue$0
I-10 Investment income$65
I-11 Other revenue$0
I-12 Total revenue$200,569
I-13 Grants and similar amounts paid$185,892
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$75,805
I-17 Other expenses$16,069
I-18 Total expenses$277,766
I-19 Revenue less expenses−$77,197
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $200,569 across 5 lines filed
VIII-1a Federated campaigns$54,134
VIII-1c Fundraising events$146,370
VIII-1h Total contributions, gifts and grants$200,504
VIII-3 Investment incomeExcluded from tax $65$65
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $65$200,569
Part IX · Statement of functional expenses $277,766 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $185,892$185,892
IX-11c Accounting feesManagement $4,773$4,773
IX-11e Professional fundraising feesFundraising $75,805$75,805
IX-11g Other fees for servicesManagement $3,856$3,856
IX-12 Advertising and promotionManagement $216$216
IX-13 Office expensesManagement $20$20
IX-23 InsuranceManagement $1,016$1,016
IX-24 Other expenses (24a–d)Management $6,188$6,188
IX-25 Total functional expensesPrograms $185,892 · Management $16,069 · Fundraising $75,805$277,766
Part X · Balance sheet $97,445 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $159,256$96,445
X-4 Accounts receivableStart of year $990$1,000
X-16 Total assetsStart of year $160,246$97,445
X-17 Accounts payable and accrued expenses$15,507
X-26 Total liabilitiesStart of year $0$15,507
X-27 Net assets without donor restrictionsStart of year $160,246$81,938
X-32 Total net assets or fund balancesStart of year $160,246$81,938
X-33 Total liabilities and net assetsStart of year $160,246$97,445
Part XI · Reconciliation of net assets $81,938 net assets at year end
XI-1 Total revenue$200,569
XI-2 Total expenses$277,766
XI-3 Revenue less expenses−$77,197
XI-4 Net assets at start of year$160,246
XI-8 Prior period adjustments−$1,111
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$81,938

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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