Nonprofit · EIN 74-2786467
MEDINA VALLEY EDUCATION FOUNDATION
Tax-exempt · CASTROVILLE, TX 78009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $100,027 | $84,041 | $15,986 | $192,258 | $2,831 | $189,427 |
| August 31, 2024 | 990-EZ | $99,322 | $63,492 | $35,830 | $176,500 | $2,730 | $173,770 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $12,291
- Program service revenue
- $0
- Investment income
- $7,283
- Net income from fundraising events
- $80,453
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $84,041
- Program services (functional)
- $82,898
Balance sheet and other
- Total assets, start of year
- $176,500
- Total assets, end of year
- $192,258
- Total liabilities, end of year
- $2,831
- Net assets, end of year
- $189,427
- Cash, savings and investments
- $192,258
- Gross receipts
- $124,014
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Darren Calvert | Director | 1 | $0 |
| Jessica Castiglione | Director | 1 | $0 |
| Nathan Weynand | Director | 1 | $0 |
| Paula Davidson | Director | 1 | $0 |
| Ashley Winters | Director | 1 | $0 |
| Dawn Groff | Director | 1 | $0 |
| Roxanne Forrest | President | 1 | $0 |
| Lucia Prado | Vice President | 1 | $0 |
| Carrie Schutze | Treasurer | 1 | $0 |
| Dr Scott Caloss | Director | 1 | $0 |
| Julie Sharber | Director | 1 | $0 |
990-EZ for the year ended August 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Darren Calvert | Director | 1 | $0 |
| Jessica Castiglione | Director | 1 | $0 |
| Danny Cornejo | Director | 1 | $0 |
| Paula Davidson | Director | 1 | $0 |
| Jennifer Echtle | Director | 1 | $0 |
| Dawn Groff | Director | 1 | $0 |
| Roxanne Forrest | President | 1 | $0 |
| Lucia Prado | Vice President | 1 | $0 |
| Carrie Schutze | Treasurer | 1 | $0 |
| Nathan Weynand | Director | 1 | $0 |
| Kevin Williams | Director | 1 | $0 |
| Ashley Winters | Secretary | 1 | $0 |
| Dr Scott Caloss | Director | 1 | $0 |
| Julie Sharber | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1294, CASTROVILLE, TX 78009-1294
- In care of
- % MARY MANGOLD
- Mailing address (990-N for 2020)
- PO Box 1294, Castroville TX 78009
- Principal officer (990-N for 2020)
- Roxanne Forrest, PO Box 1294, Castroville TX 78009
- Signed the 990-EZ
- Carrie Schutze, Treasurer
- Phone
- (979) 473-9121
- Return prepared by
- Medina Valley CPA
Mission
Encourage all students to work to their highest potential, support District staff for exemplary efforts, work to build community awareness of the MVEF and inspires students, parents, and the community to participate with the school district.
Program accomplishments
- ScholarshipsExpenses $49,500
- Teacher Gifts/GrantsExpenses $31,398 · grants $25,858
- Top 20 Student GiftsExpenses $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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 74-2786467
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $192,258
- Income (IRS master file)
- $124,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $100,027 | $84,041 | $192,258 | XML |
| 990-EZ | August 2024 | $99,322 | $63,492 | $176,500 | XML |
| 990-EZ | August 2023 | – | – | – | IRS |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Roxanne Forrest | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Holly Haby | December 31, 2019 | ≤ $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 74-2786467).
Questions about MEDINA VALLEY EDUCATION FOUNDATION
- What is the EIN of MEDINA VALLEY EDUCATION FOUNDATION?
- The employer identification number (EIN) of MEDINA VALLEY EDUCATION FOUNDATION is 74-2786467.
- Is MEDINA VALLEY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MEDINA VALLEY EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MEDINA 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 MEDINA VALLEY EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEDINA VALLEY EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who is the principal officer of MEDINA VALLEY EDUCATION FOUNDATION?
- The 990-N for 2020 names Roxanne Forrest.
- Who are the officers and directors of MEDINA VALLEY EDUCATION FOUNDATION?
- The 990-EZ for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MEDINA VALLEY EDUCATION FOUNDATION have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $100,027, expenses of $84,041 and total assets of $192,258 at year end.
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