Civic Intelligence

Cupertino Educational Endowment Foundation

990 • Fiscal year 2023 • EIN 77-0073617

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileCEEFCARES.ORG
10301 Vista DriveCupertino, CA 95014

(408) 221-3383

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.13x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

2nd percentile

-165%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

56th percentile

7.6%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$8,254,103

Up $581,686 (+7.6%) from 2022

Net Assets

Up

$8,234,886

Up $564,388 (+7.4%) from 2022

Liabilities

Up

$19,217

Up $17,298 (+901%) from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin2nd percentile

Revenue

Down

$149,161

Down $730,183 (-83%) from 2022

Expenses

Up

$394,926

Up $207,000 (+110%) from 2022

Net Income

Down

-$245,765

Down $937,183 (-136%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2023

Assets$8,254,103
Liabilities$19,217
Net Assets$8,234,886
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

2023

Revenue$149,161
Expenses$394,926
Net Income-$245,765
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$1,405,790
Mission and Program Overview

Mission

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 38 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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,387,004$8,041,682▲ $654,678
Cash and Non-Interest-Bearing Accounts$259,003$211,596▼ $47,407
Intangible Assets$22,899--
Prepaid Expenses and Deferred Charges$3,511--
Accounts Receivable-$825-
Land, Buildings, and Equipment, Net$0--
Total Assets$7,672,417$8,254,103▲ $581,686
Liabilities
Accounts Payable and Accrued Expenses$1,919$19,217▲ $17,298
Total Liabilities$1,919$19,217▲ $17,298
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,343,515$7,911,549▲ $568,034
Net Assets With Donor Restrictions$326,983$323,337▼ $3,646
Total Net Assets Fund Balance$7,670,498$8,234,886▲ $564,388
Total Liabilities and Net Assets / Fund Balance$7,672,417$8,254,103▲ $581,686
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Karen RizkallaPresident
Arjay MccandlessDirector
Brian BlockDirector
Ginny SikriDirector
Leslie MainsDirector
Noa BronickiDirector
Orrin MahoneyDirector
Sanjay TandonDirector
Sonia MaielloDirector
Stuart RosenbergCFO & Treasurer
Yi DingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$75,872
Program Service Revenue
$0
Investment Income
$73,289
Other Revenue
$0
All Other Contributions
$75,872
Change in Net Assets
$-245,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$328,934
Other Expenses$65,992
Total Fundraising Expense$3,881
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$328,934--$328,934
Fees for Service Investment Mgmnt Fees-$50,019-$50,019
Office Expenses$4,927$1,642$1,642$8,211
Other Expenses$2,558$853$853$4,264
Fees for Services Other$1,584$528$528$2,640
Advertising--$858$858
Total Functional Expenses$338,003$53,042$3,881$394,926
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cupertino Union School DistrictCupertino, CA-The Funding to Cusd Assists in Hiring Teacher Aids, After School Education, Recreational Activities, and Specific Educational Programs.$328,934
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

“The finance committee reviewed the tax ret0rn prior to filing.”

Form 990, Part VI, Section B, Line 15A

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

Form 990, Part VI, Section C, 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
4082213383
Address
10301 VISTA DRIVE, CUPERTINO, CA 95014

Signing Officer

Name
Stuart Rosenberg
Title
CFO
Phone
4082213383
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Rosenberg
Formed
1983
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Johanson & Yau Accountancy Corp
Address
42 WEST CAMPBELL AVENUE THIRD FLOOR, CAMPBELL, CA 95008
Preparer
Sara Kelley
Phone
4082885111
Raw XML Appendix393 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.

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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 THE EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING.
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IRS990/MissionDesc0CEEF 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 38 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.
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IRS990/PYInvestmentIncomeAmt0834193
IRS990/PYOtherExpensesAmt083544
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0691418
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0187926
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0879344
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-245765
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE VARIANCE BETWEEN SCHEDULE A LINE 1 AND FORM 990 PART VIII LINE 1H REPRESENTS CONTRIBUTIONS RECEIVED BUT NOT CLASSIFIED AS REVENUE. THE CUPERTINO EDUCATION ENDOWMENT FOUNDATION FUNCTIONS AS AN INTERMEDIARY TO COLLECT DONATIONS AND SUBSEQUENTLY DISTRIBUTE THEM TO LOCAL SCHOOLS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II LINE 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt094490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0494308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0154651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0169598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0156982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0181714
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0280900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0943845
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0507219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34370
IRS990ScheduleA/PublicSupportPY170Pct00.32520
IRS990ScheduleA/PublicSupportTotal170Amt0494308
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt094490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017999
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0494308
IRS990ScheduleA/TotalSupportAmt01438153
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0328934
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE FUNDING TO CUSD ASSISTS IN HIRING TEACHER AIDS, AFTER SCHOOL EDUCATION, RECREATIONAL ACTIVITIES, AND SPECIFIC EDUCATIONAL 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/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE REVIEWED THE TAX RET0RN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION FOR THE EXECTIVE DIRECTOR IS BASED ON PRIOR HISTORY OF PAYING PREVIOUS EXECUTIVE DIRECTORS FOR CEEF ALONG WITH CAMPARISIONS OF SALARIES PAID TO UNRELATED ENTITIES OF SIMILAR SIZE WITH SIMILAR CRITERIA FOR THE EXECTIVE DIRECTOR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07672417
IRS990/TotalAssetsEOYAmt08254103
IRS990/TotalAssetsGrp/BOYAmt07672417
IRS990/TotalAssetsGrp/EOYAmt08254103
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt075872
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03881
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338003
IRS990/TotalFunctionalExpensesGrp/TotalAmt0394926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01919
IRS990/TotalLiabilitiesEOYAmt019217
IRS990/TotalLiabilitiesGrp/BOYAmt01919
IRS990/TotalLiabilitiesGrp/EOYAmt019217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07670498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08234886
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0338003
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149161
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07672417
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08254103
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010301 VISTA DRIVE
IRS990/USAddress/CityNm0CUPERTINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095014
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTP://CEEFCARES.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04082213383
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUPERTINO EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CUPE
ReturnHeader/Filer/EIN0770073617
ReturnHeader/Filer/PhoneNum04082213383
ReturnHeader/Filer/USAddress/AddressLine1Txt010301 VISTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942702860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHANSON & YAU ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 WEST CAMPBELL AVENUE THIRD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04082885111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA KELLEY
ReturnHeader/ReturnTs02024-05-15T11:36:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENBERG
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,254,103
Liabilities
$19,217
Net assets
$8,234,886
Revenue
$149,161
Expenses
$394,926
Net income
-$245,765
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