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Nonprofit · EIN 77-0299495

SIMI VALLEY EDUCATION FOUNDATION

Tax-exempt · SIMI VALLEY, CA 93062

Financials

$95K$90K2023$111K$95K2024
Revenue Expenses · by fiscal year end
Financials of SIMI VALLEY EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$111,186$95,427$15,759$238,795$0$238,795
December 31, 2023990$95,125$90,432$4,693$223,036$0$223,036
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$101,321
of which government grants
$7,856
Membership dues
$7,569
Program service revenue
$0
Investment income
$3
Net income from fundraising events
$9,862
Other revenue
$9,862

Expenses

Grants and similar amounts paid
$46,857
Compensation of officers, directors and key employees
$33,075
Salaries, compensation and benefits (total)
$35,717
Professional fundraising fees
$0
Accounting fees
$3,090
Program services (functional)
$46,857
Management and general (functional)
$32,033
Fundraising (functional)
$16,537

Balance sheet and other

Total assets, start of year
$223,036
Total assets, end of year
$238,795
Total liabilities, end of year
$0
Net assets, end of year
$238,795
Publicly traded securities
$204,432
Gross receipts
$139,589
Employees
1
Volunteers
50
Year formed
1991
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CINDY JACOBYExecutive Direc
Trustee or director
25$33,075
ERIC LUNDSTROMTreasurer
Officer
10$0
JENNY FULLERSecretary
Officer
5$0
RYAN FOWLERPRESIDENT ELECT
Officer
5$0
LIZ HERNANDEZPresident
Officer
5$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CINDY JACOBYExecutive Direc
Trustee or director
25$33,075
ERIC LUNDSTROMTreasurer
Officer
10$0
JENNY FULLERSecretary
Officer
5$0
RYAN FOWLERPRESIDENT ELECT
Officer
5$0
LIZ HERNANDEZPresident
Officer
5$0

Address and contacts

Address (IRS master file)
PO BOX 1439, SIMI VALLEY, CA 93062-1439
Signed the 990
CINDY JACOBY, Executive Direc
Phone
(877) 746-4543
Return prepared by
Paul Goodnough CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0299495 or by the name SIMI VALLEY EDUCATION FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

SUPPORT OF PUBLIC SCHOOLS AND STUDENTS IN THE SIMI VALLEY UNIFIED SCHOOL DISTRICT.

990 for the year ended December 31, 2024

Program accomplishments

  • ASSISTANCE TO LOCAL PUBLIC SCHOOLS FOR NEEDED CLASSROOM PROJECTS, SUPPLIES, EDUCATION PROGRAMS AND OTHER NEEDS NOT FUNDED BY SCHOOL BUDGET.
    Expenses $27,857
  • STUDENT SCHOLARSHIPS PRESENTED TO GRADUATING HIGH SCHOOL SENIORS AND CURRENT JUNIOR COLLEGE STUDENTS.
    Expenses $17,000
  • ASSISTANCE TO LOCAL PUBLIC SCHOOLS FOR THE PURCHASE OF SHIRTS AND OTHER PROMOTIONAL ITEMS IN SUPORT OF DISTRICT'S DARE, JUNIOR OLYMPICS, EVERY 15 MINUTES, REFLECTIONS, AND SPEAKER PROGRAMS.
    Expenses $2,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
77-0299495
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$238,795
Income (IRS master file)
$139,589

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$111,186$95,427$238,795XML
990December 2023$95,125$90,432$223,036XML
990December 2022$53,536$84,703$218,343IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0299495).

Questions about SIMI VALLEY EDUCATION FOUNDATION

What is the EIN of SIMI VALLEY EDUCATION FOUNDATION?
The employer identification number (EIN) of SIMI VALLEY EDUCATION FOUNDATION is 77-0299495.
Is SIMI VALLEY EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to SIMI VALLEY EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SIMI VALLEY EDUCATION FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SIMI VALLEY EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMI VALLEY EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of SIMI VALLEY EDUCATION FOUNDATION?
The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $33,075 (CINDY JACOBY, Executive Direc).
How much revenue does SIMI VALLEY EDUCATION FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $111,186, expenses of $95,427 and total assets of $238,795 at year end.

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