Civic Intelligence

Cupertino Educational Endowment Foundation

990 • Fiscal year 2019 • EIN 77-0073617

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

Organization ProfileCEEFCARES.ORG
10301 Vista DriveCupertino, CA 95014

(408) 252-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$7,420,460

Down $229,233 (-3.0%) from 2018

Net Assets

Down

$7,411,729

Down $237,964 (-3.1%) from 2018

Liabilities

Up

$8,731

Up $8,731 from 2018

Revenue And Expenses

Revenue

Up

$513,168

Up $154,815 (+43%) from 2018

Expenses

Up

$637,203

Up $534,076 (+518%) from 2018

Net Income

Down

-$124,035

Down $379,261 (-149%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $8,285,557Liabilities 2010: $418,534Net Assets 2010: $7,867,0232010Assets 2011: $7,236,607Liabilities 2011: $200,000Net Assets 2011: $7,036,6072011Assets 2012: $7,448,268Liabilities 2012: $200,000Net Assets 2012: $7,248,2682012Assets 2013: $8,517,084Liabilities 2013: $200,000Net Assets 2013: $8,317,0842013Assets 2014: $8,344,567Liabilities 2014: $200,000Net Assets 2014: $8,144,5672014Assets 2015: $7,455,397Liabilities 2015: $200,000Net Assets 2015: $7,255,3972015Assets 2016: $7,375,370Liabilities 2016: $200,000Net Assets 2016: $7,175,3702016Assets 2017: $7,905,909Liabilities 2017: $200,003Net Assets 2017: $7,705,9062017Assets 2018: $7,649,693Liabilities 2018: $0Net Assets 2018: $7,649,6932018Assets 2019: $7,420,460Liabilities 2019: $8,731Net Assets 2019: $7,411,7292019Assets 2020: $7,153,839Liabilities 2020: $3,992Net Assets 2020: $7,149,8472020Assets 2021: $9,199,243Liabilities 2021: $38,449Net Assets 2021: $9,160,7942021Assets 2022: $7,672,417Liabilities 2022: $1,919Net Assets 2022: $7,670,4982022Assets 2023: $8,254,103Liabilities 2023: $19,217Net Assets 2023: $8,234,8862023Assets 2024: $9,288,495Liabilities 2024: $29,859Net Assets 2024: $9,258,6362024Assets 2025: $10,197,062Liabilities 2025: $26,368Net Assets 2025: $10,170,6942025

Highlighted filing

2019

Assets$7,420,460
Liabilities$8,731
Net Assets$7,411,729
Open 2019 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,251,1172010Expenses 2011: $808,3772011Revenue 2012: $926,357Expenses 2012: $714,696Net Income 2012: $211,6612012Revenue 2013: $1,974,074Expenses 2013: $905,258Net Income 2013: $1,068,8162013Revenue 2014: $682,013Expenses 2014: $854,530Net Income 2014: -$172,5172014Revenue 2015: -$144,233Expenses 2015: $744,937Net Income 2015: -$889,1702015Revenue 2016: $638,525Expenses 2016: $718,552Net Income 2016: -$80,0272016Revenue 2017: $526,578Expenses 2017: $654,139Net Income 2017: -$127,5612017Revenue 2018: $358,353Expenses 2018: $103,127Net Income 2018: $255,2262018Revenue 2019: $513,168Expenses 2019: $637,203Net Income 2019: -$124,0352019Revenue 2020: $135,751Expenses 2020: $444,129Net Income 2020: -$308,3782020Revenue 2021: $413,443Expenses 2021: $529,765Net Income 2021: -$116,3222021Revenue 2022: $879,344Expenses 2022: $187,926Net Income 2022: $691,4182022Revenue 2023: $149,161Expenses 2023: $394,926Net Income 2023: -$245,7652023Revenue 2024: $466,837Expenses 2024: $346,542Net Income 2024: $120,2952024Revenue 2025: $786,042Expenses 2025: $554,243Net Income 2025: $231,7992025

Highlighted filing

2019

Revenue$513,168
Expenses$637,203
Net Income-$124,035
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$536,370
Mission and Program Overview

Mission

Education for students in the cupertino union school district (cusd). Ceef works in partnership with cusd, parents, and the community to raise funds for excellent educational programs that are beyond what is possible through federal and state funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,418,645$6,977,286▼ $441,359
Cash and Non-Interest-Bearing Accounts$227,537$438,948▲ $211,411
Prepaid Expenses and Deferred Charges$3,511$3,951▲ $440
Accounts Receivable-$275-
Total Assets$7,649,693$7,420,460▼ $229,233
Liabilities
Accounts Payable and Accrued Expenses-$5,622-
Other Liabilities-$3,109-
Total Liabilities$0$8,731▲ $8,731
Net Assets / Fund Balance
Unrestricted Net Assets$7,357,658$7,139,036▼ $218,622
Permanently Rstr Net Assets$243,262$243,262→ $0
Temporarily Rstr Net Assets$48,773$29,431▼ $19,342
Total Net Assets Fund Balance$7,649,693$7,411,729▼ $237,964
Total Liabilities and Net Assets / Fund Balance$7,649,693$7,420,460▼ $229,233

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,710$12,710
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Meredith SmithExecutive DiFT$105,000$105,000

Board Members and Trustees

NameTitle
Karen RizkallaPresident &
Bob FuselierDirector
Brian BlockDirector
Hilary WeddellDirector
Karen BarrettDirector
Nancy Turner ThompsonDirector
Orrin MahoneyDirector
Richard LowenthalDirector
Sanjay TandonDirector
Yi DingDirector
Stuart RosenbergSecretary
Keith KitchenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$198,742
Program Service Revenue
$0
Investment Income
$280,900
Other Revenue
$33,526
All Other Contributions
$198,742
Change in Net Assets
$-124,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$423,877
Salaries, Compensation, and Employee Benefits$113,467
Other Expenses$99,859
Total Fundraising Expense$49,553
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$423,877--$423,877
Current Officers, Directors, Trustees, and Key Employees$63,000$21,000$21,000$105,000
Fees for Service Investment Mgmnt Fees-$51,545-$51,545
Office Expenses$12,462$4,154$4,154$20,770
Payroll Taxes$5,081$1,693$1,693$8,467
Advertising--$4,828$4,828
Fees for Services Other$2,268$756$756$3,780
Other Expenses$1,360$454$454$2,268
Total Functional Expenses$508,048$79,602$49,553$637,203
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cupertino Union School DistrictCupertino, CA-Funds for Programs$423,877
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,728
Fundraising Direct Expenses$23,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run$56,378$56,378$22,768$33,610
Total Events$56,378$56,378$22,768$33,610
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$3,100
Accrued Liabilities$9
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviewed the tax return prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the exective director is based on prior history of paying previous executive directors for ceef along with comparisions of salaries paid to unrelated entities of similar size with similar criteria for the exective director position.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the 990 available to the public on its own website, upon email request and on the public websites such as guidestar.”

Filing and Contact Details

Filer

Filer Name
Cupertino Educational Endowment
EIN
77-0073617
Phone
4082523000
Address
10301 VISTA DRIVE, CUPERTINO, CA 95014

Signing Officer

Name
Stuart Rosenberg
Title
Secretary
Phone
4083169439
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Rosenberg
Formed
1983
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
1
Volunteers
50

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Education for students in the cupertino union school district (cusd). Ceef works in partnership with cusd, parents, and the community to raise funds for excellent educational programs that are beyond what is possible through federal and state funding. Ceef is an independent 501(c)3 nonprofit corporation founded in 1984. Led by a volunteer board of community leaders, our mission is to raise and leverage private support to provide stable, sustainable funding that ensures ongoing excellence and enriches the educational program for all students in the cupertino union school district. We help cusd continue to set the standard of quality for public education by supplementing public funds with private philanthropy. Over the last 26 years, ceef has funded enhancement programs including classroom music, arts, math and technology; bolstered classroom excellence by supporting innovative professional development for teachers; and partnered with parents and the community to protect teachers jobs and sustain great education in cusd.”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The organization maintains three permanent fund endowments. Under the terms of the grantor letter, funds are to be retained as a permanent restricted endowment. Those funds total 243,262. Earnings on these funds are to be used to fund specified programs with the cupertino union school district schools. The earnings in excess of the permanent fund values are reflected as a temporarily restricted fund for each of the permanent funds. There have been no allocations of overhead or management expenses to any of the restricted funds since inception.”

Raw XML AppendixShowing 400 of 426 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05622
IRS990/AccountsReceivableGrp/EOYAmt0275
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION FOR STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT (CUSD). CEEF WORKS IN PARTNERSHIP WITH CUSD, PARENTS, AND THE COMMUNITY TO RAISE FUNDS FOR EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING.
IRS990/AdvertisingGrp/FundraisingAmt04828
IRS990/AdvertisingGrp/TotalAmt04828
IRS990/AllOtherContributionsAmt0198742
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KEITH KITCHEN
IRS990/BooksInCareOfDetail/PhoneNum04082523000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010301 VISTA DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CUPERTINO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095014
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0227537
IRS990/CashNonInterestBearingGrp/EOYAmt0438948
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt021000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt063000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0198742
IRS990/CYGrantsAndSimilarPaidAmt0423877
IRS990/CYInvestmentIncomeAmt0280900
IRS990/CYOtherExpensesAmt099859
IRS990/CYOtherRevenueAmt033526
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-124035
IRS990/CYSalariesCompEmpBnftPaidAmt0113467
IRS990/CYTotalExpensesAmt0637203
IRS990/CYTotalFundraisingExpenseAmt049553
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0513168
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION PROVIDES GRANTS SOLEY TO THE CUPERTINO UNION SCHOOL DISTRICT (C.U.S.D.)AND ITS SCHOOLS.THE FUNDING TO C.U.S.D. ASSISTS IN HIRING TEACHER AIDS,AFTER SCHOOL EDUCATIONAL AND RECREATIONAL ACTIVITIES AND SPECIFIC EDUCATIONAL PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0508048
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt0756
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0756
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02268
IRS990/FeesForServicesOtherGrp/TotalAmt03780
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt051545
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt051545
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt58.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MEREDITH SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1KEITH KITCHEN
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN RIZKALLA
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB FUSELIER
IRS990/Form990PartVIISectionAGrp/PersonNm4STUART ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY TURNER THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm7HILARY WEDDELL
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD LOWENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm10ORRIN MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm11YI DING
IRS990/Form990PartVIISectionAGrp/PersonNm12SANJAY TANDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0105000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt023202
IRS990/FundraisingGrossIncomeAmt056728
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0423877
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0423877
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0423877
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0536370
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0280900
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0280900
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07418645
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06977286
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt01
IRS990/LandBldgEquipAccumDeprecAmt012710
IRS990/LandBldgEquipCostOrOtherBssAmt012710
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION FOR STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT (CUSD). CEEF WORKS IN PARTNERSHIP WITH CUSD, PARENTS, AND THE COMMUNITY TO RAISE FUNDS FOR EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING. CEEF IS AN INDEPENDENT 501(C)3 NONPROFIT CORPORATION FOUNDED IN 1984. LED BY A VOLUNTEER BOARD OF COMMUNITY LEADERS, OUR MISSION IS TO RAISE AND LEVERAGE PRIVATE SUPPORT TO PROVIDE STABLE, SUSTAINABLE FUNDING THAT ENSURES ONGOING EXCELLENCE AND ENRICHES THE EDUCATIONAL PROGRAM FOR ALL STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT. WE HELP CUSD CONTINUE TO SET THE STANDARD OF QUALITY FOR PUBLIC EDUCATION BY SUPPLEMENTING PUBLIC FUNDS WITH PRIVATE PHILANTHROPY. OVER THE LAST 26 YEARS, CEEF HAS FUNDED ENHANCEMENT PROGRAMS INCLUDING CLASSROOM MUSIC, ARTS, MATH AND TECHNOLOGY; BOLSTERED CLASSROOM EXCELLENCE BY SUPPORTING INNOVATIVE PROFESSIONAL DEVELOPMENT FOR TEACHERS; AND PARTNERED WITH PARENTS AND THE COMMUNITY TO PROTECT TEACHERS JOBS AN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07649693
IRS990/NetAssetsOrFundBalancesEOYAmt07411729
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033526
IRS990/NetUnrlzdGainsLossesInvstAmt0-113929
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04154
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04154
IRS990/OfficeExpensesGrp/ProgramServicesAmt012462
IRS990/OfficeExpensesGrp/TotalAmt020770
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1MISC EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt016668
IRS990/OtherExpensesGrp/FundraisingAmt1454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0454
IRS990/OtherExpensesGrp/ProgramServicesAmt01360
IRS990/OtherExpensesGrp/TotalAmt016668
IRS990/OtherExpensesGrp/TotalAmt12268
IRS990/OtherLiabilitiesGrp/EOYAmt03109
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01693
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01693
IRS990/PayrollTaxesGrp/ProgramServicesAmt05081
IRS990/PayrollTaxesGrp/TotalAmt08467
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0243262
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0243262
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03511
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03951
IRS990/PrincipalOfficerNm0STUART ROSENBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015596
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03325
IRS990/PYInvestmentIncomeAmt0288004
IRS990/PYOtherExpensesAmt048234
IRS990/PYOtherRevenueAmt054753
IRS990/PYRevenuesLessExpensesAmt0255226
IRS990/PYSalariesCompEmpBnftPaidAmt051568
IRS990/PYTotalExpensesAmt0103127
IRS990/PYTotalRevenueAmt0358353
IRS990/ReconcilationRevenueExpnssAmt0-124035
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0198742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0616071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0280900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0161556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0119728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0148092
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0844809
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0684944
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42170
IRS990ScheduleA/PublicSupportPY170Pct00.40490
IRS990ScheduleA/PublicSupportTotal170Amt0616071
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0198742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096191
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0616071
IRS990ScheduleA/TotalSupportAmt01460880
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012710
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAINTAINS THREE PERMANENT FUND ENDOWMENTS. UNDER THE TERMS OF THE GRANTOR LETTER, FUNDS ARE TO BE RETAINED AS A PERMANENT RESTRICTED ENDOWMENT. THOSE FUNDS TOTAL 243,262. EARNINGS ON THESE FUNDS ARE TO BE USED TO FUND SPECIFIED PROGRAMS WITH THE CUPERTINO UNION SCHOOL DISTRICT SCHOOLS. THE EARNINGS IN EXCESS OF THE PERMANENT FUND VALUES ARE REFLECTED AS A TEMPORARILY RESTRICTED FUND FOR EACH OF THE PERMANENT FUNDS. THERE HAVE BEEN NO ALLOCATIONS OF OVERHEAD OR MANAGEMENT EXPENSES TO ANY OF THE RESTRICTED FUNDS SINCE INCEPTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalLiabilityAmt03109
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022768
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056378
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033610
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022768
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022768
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0423877
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS FOR PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CUPERTINO UNION SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010301 VISTA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CUPERTINO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095014
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION FOR STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT (CUSD). CEEF WORKS IN PARTNERSHIP WITH CUSD, PARENTS, AND THE COMMUNITY TO RAISE FUNDS FOR EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING. CEEF IS AN INDEPENDENT 501(C)3 NONPROFIT CORPORATION FOUNDED IN 1984. LED BY A VOLUNTEER BOARD OF COMMUNITY LEADERS, OUR MISSION IS TO RAISE AND LEVERAGE PRIVATE SUPPORT TO PROVIDE STABLE, SUSTAINABLE FUNDING THAT ENSURES ONGOING EXCELLENCE AND ENRICHES THE EDUCATIONAL PROGRAM FOR ALL STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT. WE HELP CUSD CONTINUE TO SET THE STANDARD OF QUALITY FOR PUBLIC EDUCATION BY SUPPLEMENTING PUBLIC FUNDS WITH PRIVATE PHILANTHROPY. OVER THE LAST 26 YEARS, CEEF HAS FUNDED ENHANCEMENT PROGRAMS INCLUDING CLASSROOM MUSIC, ARTS, MATH AND TECHNOLOGY; BOLSTERED CLASSROOM EXCELLENCE BY SUPPORTING INNOVATIVE PROFESSIONAL DEVELOPMENT FOR TEACHERS; AND PARTNERED WITH PARENTS AND THE COMMUNITY TO PROTECT TEACHERS JOBS AND SUSTAIN GREAT EDUCATION IN CUSD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE COMMITTEE REVIEWED THE TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECTIVE DIRECTOR IS BASED ON PRIOR HISTORY OF PAYING PREVIOUS EXECUTIVE DIRECTORS FOR CEEF ALONG WITH COMPARISIONS OF SALARIES PAID TO UNRELATED ENTITIES OF SIMILAR SIZE WITH SIMILAR CRITERIA FOR THE EXECTIVE DIRECTOR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE 990 AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE, UPON EMAIL REQUEST AND ON THE PUBLIC WEBSITES SUCH AS GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt048773
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt029431
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07649693
IRS990/TotalAssetsEOYAmt07420460
IRS990/TotalAssetsGrp/BOYAmt07649693
IRS990/TotalAssetsGrp/EOYAmt07420460
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0198742
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt049553
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079602
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0508048
IRS990/TotalFunctionalExpensesGrp/TotalAmt0637203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt08731
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt08731
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07649693
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07411729
IRS990/TotalProgramServiceExpensesAmt0508048
IRS990/TotalReportableCompFromOrgAmt0105000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0280900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0513168
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07649693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07420460
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07357658
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07139036
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010301 VISTA DRIVE
IRS990/USAddress/CityNm0CUPERTINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095014
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0HTTP://CEEFCARES.ORG/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04083169439
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUPERTINO EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0CUPE
ReturnHeader/Filer/EIN0770073617

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,420,460
Liabilities
$8,731
Net assets
$7,411,729
Revenue
$513,168
Expenses
$637,203
Net income
-$124,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.03$10.2$0.79$0.55$0.23
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.03$9.26$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$8.25$0.02$8.23$0.15$0.39$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.88$0.19$0.69
2021Detailed filing. Detailed filing data is available for this year.$9.20$0.04$9.16$0.41$0.53$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.14$0.44$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.42$0.01$7.41$0.51$0.64$0.12
2018Summary only. Only limited summary data is available for this year.$7.65$0.00$7.65$0.36$0.10$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.91$0.20$7.71$0.53$0.65$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.20$7.18$0.64$0.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.46$0.20$7.26$0.14$0.74$0.89
2014Detailed filing. Detailed filing data is available for this year.$8.34$0.20$8.14$0.68$0.85$0.17
2013Detailed filing. Detailed filing data is available for this year.$8.52$0.20$8.32$1.97$0.91$1.07
2012Summary only. Only limited summary data is available for this year.$7.45$0.20$7.25$0.93$0.71$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.20$7.04$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.42$7.87$3.25