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Beechwood School Foundation FY2024 filing

Tax-deductible

Fullerton, CA501(c)(3)Education EIN 27-3686740Revenue $273K in FY2024

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.
6¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
6%
of spending
Concern: 6% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
22 mo
of spending, in cash
Looks good: 22.0 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
$273K
+36% vs prior year
Spent
$125K
To programs
6%
Net assets
$230K
By yearFY2022–FY2025
Revenue
$273K
FY2024▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2022$84K
FY2023$201K
FY2024$273K
FY2025$215K
Expenses
$125K
FY2024▼ -55%
Tap a bar for its year
Expenses by fiscal year
FY2022Not on file
FY2023$278K
FY2024$125K
FY2025$279K
Net assets
$230K
FY2024▲ +181%
Tap a bar for its year
Net assets by fiscal year
FY2022$160K
FY2023$82K
FY2024$230K
FY2025$167K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 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

6 cents of each dollar spent went to programs.

Program services 6% · $8K Management & general 22% · $27K Fundraising 72% · $90K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Justin Ocello
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Michelle Otbo
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Stanley Kwak
Financial Secretary
$0Pt VII · Sec A
Justin Ocello
Treasurer
$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 · $16K · in their own filed words · FY2023
01

Gate enrichment program and musical (choir) program funding

$8Kprogram expense
02

Gate enrichment program and musical (choir) program funding

$8Kprogram expense

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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$273K
Ln 12
Gifts and grantsLn 1h$273K
Investment incomeLn 3$35
Money outPt IX
$125K
Ln 25
Programscol B$8K
Managementcol C$27K
Fundraisingcol D$90K
Owns and owesPt X
$230K
net assets · Ln 32
Cash and savingsLn 1–2$230K
Total assetsLn 16$230K
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$273K
Investment incomeLn 3$35
Total revenueLn 12$273K
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$230K
Total assetsLn 16$230K
LiabilitiesLn 26$0
Net assetsLn 32$230K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $215K$279K−$63K$167K 990 PDF
FY2024 Viewing $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 R · Related orgs G · Fundraising L · Interested persons A · Public support O · Explanations
See the full FY2024 990 (1 part)
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

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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