Blue Pacific Educational Foundation FY2021 filing

Oceanside, CAUnknown exempt organization EIN 84-4557532Revenue $550K in FY2021

On file with the IRS4262 Via Clemente · Oceanside, CA

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

IT is the mission of bpef for the school, the family and the community to become the catalyst for student growth and learning through the use of local community resources, technology and tutoring. IT is also the goal of bpef to provide english language learners the opportunity to build their english language skills as a family. Bpef was created to help strengthen neighborhood goals for education through quality home school support.

82¢ of each $1 spent went to programs.
$65K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $0 a year · under 1% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$65K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
30 mo
of spending, in cash
Looks good: 30.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $550K
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
4
of 6 voting members
Looks good: 4 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$550K
×14 vs prior year
Spent
$157K
To programs
82%
Net assets
$395K
By yearFY2020–FY2022
Revenue
$550K
FY2021▲ ×14
Tap a bar for its year
Revenue by fiscal year
FY2020$40K
FY2021$550K
FY2022$74K
Expenses
$157K
FY2021▲ +314%
Tap a bar for its year
Expenses by fiscal year
FY2020$38K
FY2021$157K
FY2022$469K
Net assets
$395K
FY2021▲ ×190
Tap a bar for its year
Net assets by fiscal year
FY2020$2K
FY2021$395K
FY2022$0

From the FY2021 Form 990 (year ending June 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $129K Management & general 18% · $28K

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

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990; $65K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Director
$30,000Pt VII · Sec A
Exec. Director
$26,125Pt VII · Sec A
Direc/Bd Pres
$2,500Pt VII · Sec A
Direc/Treasurer
$2,500Pt VII · Sec A
$2,500Pt VII · Sec A
$1,000Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2022FY2021FY2020
Blanca Leon$51,000$30,000$5,937
Jack Anderson$33,750$2,500—
Salvador Leon—$26,125$28,000
Marty Montogomery$12,800$2,500—
George Cloward$7,300$2,500—
Elizabeth Barboa—$1,000—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Blue Pacific Educational Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Catalyzes student growth and learning using community resources, technology, and tutoring for families.

Questions for Blue Pacific Educational Foundation

Tap to ask. Blue Pacific Educational Foundation sees how many people are interested.

Your first name shows with your question. Blue Pacific Educational Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $129K · in their own filed words · FY2020
01

It is the mission of bpef for the school, the family and the community to become the catalyst for student growth and learning through the use of local community resources, technology and tutoring. It is also the goal of bpef to provide english language learners the opportunity to build their english language skills as a family.

$129Kprogram 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 · FY2020
Total grants receivedfrom 1 funder$550K
Grants paid · 1 grant · $226K · 2021–2021
The Learning Choice AcademyCA · FY2021$225,800

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$550K
Ln 12
Gifts and grantsLn 1h$550K
Money outPt IX
$157K
Ln 25
Programscol B$129K
Managementcol C$28K
Owns and owesPt X
$395K
net assets · Ln 32
Cash and savingsLn 1–2$395K
Total assetsLn 16$395K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A6
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$550K
Gains on assetsLn 7$0
Total revenueLn 12$550K
Assets in detailPt X, end of year
CashLn 1$395K
SavingsLn 2$0
Cash and savings togetherLn 1–2$395K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$395K
LiabilitiesLn 26$0
Net assetsLn 32$395K
OperationsPt I, VI
EmployeesI 57
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$13K$395K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$13K$395K
LiabilitiesLn 26$11K$0
Net assetsLn 32$2K$395K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$65K$39K$25K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$52K$52K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$4K$3K$1K
Management feesLn 11a$0
Legal feesLn 11b$142$142
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$724$724
Office expensesLn 13$6K$6K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$11K$11K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$12K$11K$546
All other expensesLn 24e$3K$2K$787
Total functional expensesLn 25$157K$129K$28K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $74K$469K−$395K$0 990 PDF
FY2021 Viewing $550K$157K$393K$395K 990 PDF
FY2020 $40K$38K$2K$2K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $550,000 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $40,000$550,000
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $40,000$550,000
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $36,611$121,110
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,311$35,740
I-18 Total expensesPrior year $37,922$156,850
I-19 Revenue less expensesPrior year $2,078$393,150
Part VI · Governance 4 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $550,000 across 8 lines filed
VIII-1f All other contributions, gifts and grants$550,000
VIII-1h Total contributions, gifts and grants$550,000
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$550,000
Part IX · Statement of functional expenses $156,850 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $39,288 · Management $25,337$64,625
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $52,460$52,460
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $2,818 · Management $1,207$4,025
IX-11a Management fees$0
IX-11b Legal feesManagement $142$142
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $724$724
IX-13 Office expensesPrograms $5,930$5,930
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $10,796$10,796
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $3,578$3,578
IX-24 Other expenses (24a–d)Programs $11,026 · Management $546$11,572
IX-24e All other expensesPrograms $2,211 · Management $787$2,998
IX-25 Total functional expensesPrograms $128,831 · Management $28,019 · Fundraising $0$156,850
Part X · Balance sheet $395,228 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $13,045$395,228
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $13,045$395,228
X-26 Total liabilitiesStart of year $10,967$0
X-27 Net assets without donor restrictionsStart of year $2,078$395,228
X-32 Total net assets or fund balancesStart of year $2,078$395,228
X-33 Total liabilities and net assetsStart of year $13,045$395,228
Part XI · Reconciliation of net assets $395,228 net assets at year end
XI-1 Total revenue$550,000
XI-2 Total expenses$156,850
XI-3 Revenue less expenses$393,150
XI-4 Net assets at start of year$2,078
XI-10 Net assets at end of year$395,228

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.