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Nonprofit · EIN 82-3419442

PATRIOT LEGACY EDUCATION FOUNDATION

Tax-exempt · EL CAJON, CA 92020

Financials

$146K$142K2023$109K$134K2024
Revenue Expenses · by fiscal year end
Financials of PATRIOT LEGACY EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$108,812$133,840-$25,028$35,994–$35,994
June 30, 2024990-EZ$146,220$141,500$4,720$61,022–$61,022
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$17,529
Net income from fundraising events
$91,283

Expenses

Grants and similar amounts paid
$128,741
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,125
Printing, publications and postage
$617
Other expenses
$3,357
Program services (functional)
$4,482

Balance sheet and other

Total assets, start of year
$61,022
Total assets, end of year
$35,994
Total liabilities, end of year
–
Net assets, end of year
$35,994
Cash, savings and investments
$35,994
Gross receipts
$199,734

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
TODD CUNNINGHAMPresident2$0
HEATHER BEYERSecretary10$0
ROBYN ADAMSTreasurer5$0
KARINA ANKEYDirector1$0
MARIANNE FORMANDirector1$0
DINA GODBYDirector1$0
STACEY HARRELLDirector1$0
KARL GOINSDirector1$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
TODD CUNNINGHAMPresident2$0
HEATHER BEYERSecretary10$0
ROBYN ADAMSTreasurer5$0
KARINA ANKEYDirector1$0
MARIANNE FORMANDirector1$0
DINA GODBYDirector1$0
STACEY HARRELLDirector1$0
KARL GOINSDirector1$0

Address and contacts

Address (IRS master file)
799 E WASHINGTON AVE, EL CAJON, CA 92020-5327
Mailing address (990-N for 2017)
799 East Washington Avenue, El Cajon CA 92020
Principal officer (990-N for 2017)
Kimberly Zierman, 799 East Washington Avenue, El Cajon CA 92020
Signed the 990-EZ
ROBYN ADAMS, Treasurer
Phone
(619) 579-7232
Return prepared by
Rhaylene Montgomery CPA Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 82-3419442 or by the name PATRIOT LEGACY EDUCATION FOUNDATION.

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

Mission

The mission of the Patriot Legacy Education Foundation (PLEF) is to build a strong and diverse portfolio of support that is sufficient to fund the growth plans of Literacy First Charter Schools (LFCS) grade K-12 for the future. This includes resources that would support all programs, areas of critical need, expansion of programs and facilities and the support of our students in college matriculation. Committed to using research-proven techniques, LFCS equips students through a broad-based literacy program, a rigorous math program, an experiential science curriculum, and an active social studies program.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • The Patriot Legacy Education Foundation is a non-profit 501(c)3 organization where 100% of contributions go directly to LFCS programs. Funding supports the implementation of programs above state funding mandates including areas of critical need, expansion of programs and facilities and support of our students in college matriculation.
    Expenses $4,482 · grants $128,741

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
82-3419442
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
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$35,994
Income (IRS master file)
$199,734

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$108,812$133,840$35,994XML
990-EZJune 2024$146,220$141,500$61,022XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-N for 2017
Officer: Kimberly Zierman
June 30, 2018≤ $50,000 receipts––e-Postcard

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 82-3419442).

Questions about PATRIOT LEGACY EDUCATION FOUNDATION

What is the EIN of PATRIOT LEGACY EDUCATION FOUNDATION?
The employer identification number (EIN) of PATRIOT LEGACY EDUCATION FOUNDATION is 82-3419442.
Is PATRIOT LEGACY EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to PATRIOT LEGACY EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PATRIOT LEGACY 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 PATRIOT LEGACY EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PATRIOT LEGACY EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of PATRIOT LEGACY EDUCATION FOUNDATION?
The 990-N for 2017 names Kimberly Zierman.
Who are the officers and directors of PATRIOT LEGACY EDUCATION FOUNDATION?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does PATRIOT LEGACY EDUCATION FOUNDATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $108,812, expenses of $133,840 and total assets of $35,994 at year end.

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