Nonprofit · EIN 26-2840323
WILLOW GROVE EDUCATIONAL FOUNDATION
Tax-exempt · SAN DIEGO, CA 92127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $230,117 | $218,345 | $11,772 | $266,430 | $0 | $266,430 |
| June 30, 2024 | 990 | $215,902 | $182,252 | $33,650 | $253,400 | $0 | $253,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $78,457
- Program service revenue
- $0
- Investment income
- $16
- Net income from fundraising events
- $151,644
- Other revenue
- $151,644
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,900
- Program services (functional)
- $208,991
- Management and general (functional)
- $4,679
- Fundraising (functional)
- $4,675
Balance sheet and other
- Total assets, start of year
- $253,400
- Total assets, end of year
- $266,430
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,430
- Net assets without donor restrictions
- $266,430
- Gross receipts
- $308,928
- Employees
- 0
- Volunteers
- 25
- Year formed
- 2008
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRINA SERRANO | PRESIDENT Officer | 8 | $0 |
| MICHELLE BECKER | VICE PRESIDE Officer | 8 | $0 |
| HEATHER ENGLAND | CFO Officer | 8 | $0 |
| ERIN SNELL | SECRETARY Officer | 8 | $0 |
| MELISSA STARK | DIRECTOR Trustee or director | 2 | $0 |
| ALLI COX | DIRECTOR Trustee or director | 2 | $0 |
| BRITTANY MULLER | DIRECTOR Trustee or director | 2 | $0 |
| CARLY FRASCO | DIRECTOR Trustee or director | 2 | $0 |
| EMILIE BLOOM | DIRECTOR Trustee or director | 2 | $0 |
| IRINA YUFFA | DIRECTOR Trustee or director | 2 | $0 |
| JULIE KU-MEENE | DIRECTOR Trustee or director | 2 | $0 |
| KATRINA BETTS | DIRECTOR Trustee or director | 2 | $0 |
| LIBBY PIRRUNG | DIRECTOR Trustee or director | 2 | $0 |
| LARA BURGESS | DIRECTOR Trustee or director | 2 | $0 |
| LEIGH WOLSIC | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA STARK | PRESIDENT Officer | 8 | $0 |
| TRINA SERRANO | VICE PRESIDE Officer | 8 | $0 |
| SHAISTA THOMAS | CFO Officer | 8 | $0 |
| SARAH GRANT | INTERIM CFO Officer | 2 | $0 |
| ERIN SNELL | SECRETARY Officer | 8 | $0 |
| MICHELLE BECKER | DIRECTOR Trustee or director | 8 | $0 |
| ALLI COX | DIRECTOR Trustee or director | 2 | $0 |
| BRITTANY MULLER | DIRECTOR Trustee or director | 2 | $0 |
| CARLY FRASCO | DIRECTOR Trustee or director | 2 | $0 |
| DESIREE SHEROD | DIRECTOR Trustee or director | 2 | $0 |
| EMILIE BLOOM | DIRECTOR Trustee or director | 2 | $0 |
| HEIDI HANSEN | DIRECTOR Trustee or director | 2 | $0 |
| KAREN CLARK | DIRECTOR Trustee or director | 2 | $0 |
| KATIE MORRIS | DIRECTOR Trustee or director | 2 | $0 |
| LIBBY PIRRUNG | DIRECTOR Trustee or director | 2 | $0 |
| MELYSA REISS | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 14727 VIA AZUL, SAN DIEGO, CA 92127-4813
- In care of
- % DEBRA KEEL COOPER
- Principal officer (990 for 2024)
- TRINA SERRANO, 13295 CALLE DEL CAMP UNIT 3, SAN DIEGO, CA 92129
- Signed the 990
- HEATHER ENGLAND, CFO
- Phone
- (858) 674-6300
- Return prepared by
- LEXICON ACCOUNTING INC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-2840323 or by the name WILLOW GROVE EDUCATIONAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE FOUNDATION WAS CREATED TO BENEFIT AND SUPPORT THE TEACHERS AND STUDENTS AT WILLOW GROVE ELEMENTARY SCHOOL.
Program accomplishments
- INSTRUCTIONAL SUPPORT, IMPACT TEACHERS AND TECHNOLOGY PROGRAM.Expenses $208,991
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2840323
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $266,430
- Income (IRS master file)
- $308,928
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $230,117 | $218,345 | $266,430 | XML |
| 990 | June 2024 | $215,902 | $182,252 | $253,400 | XML |
| 990 | June 2023 | $225,517 | $214,346 | $219,850 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 26-2840323).
Questions about WILLOW GROVE EDUCATIONAL FOUNDATION
- What is the EIN of WILLOW GROVE EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of WILLOW GROVE EDUCATIONAL FOUNDATION is 26-2840323.
- Is WILLOW GROVE EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WILLOW GROVE EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLOW GROVE EDUCATIONAL 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 WILLOW GROVE EDUCATIONAL 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 WILLOW GROVE EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLOW GROVE EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names TRINA SERRANO.
- Who are the officers and directors of WILLOW GROVE EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does WILLOW GROVE EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $230,117, expenses of $218,345 and total assets of $266,430 at year end.
Other nonprofits in SAN DIEGO
- NATIONAL UNIVERSITY EIN 23-7172306 · last filed 990 for 2025
- SAN DIEGO STATE UNIVERSITY FOUNDATION EIN 95-6042721 · last filed 990 for 2025
- POINT LOMA NAZARENE UNIVERSITY EIN 95-1644035 · last filed 990 for 2025
- HIGH TECH HIGH EIN 33-0866664 · last filed 990 for 2025
- AZTEC SHOPS LTD EIN 95-0516240 · last filed 990 for 2025
- AVID CENTER EIN 33-0522594 · last filed 990 for 2024
- CAMBIAR EDUCATION EIN 81-3508420 · last filed 990 for 2024
- FRANCIS PARKER SCHOOL EIN 95-1696720 · last filed 990 for 2025