Civic Intelligence

Cupertino Educational Endowment Foundation

990 • Fiscal year 2024 • EIN 77-0073617

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 19, 2025

10301 Vista DriveCupertino, CA 95014

(408) 221-3383

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$9,288,495

Up $1,034,392 (+13%) from 2023

Net Assets

Up

$9,258,636

Up $1,023,750 (+12%) from 2023

Liabilities

Up

$29,859

Up $10,642 (+55%) from 2023

Revenue And Expenses

Revenue

Up

$466,837

Up $317,676 (+213%) from 2023

Expenses

Down

$346,542

Down $48,384 (-12%) from 2023

Net Income

Up

$120,295

Up $366,060 (+149%) from 2023

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

2024

Assets$9,288,495
Liabilities$29,859
Net Assets$9,258,636

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

2024

Revenue$466,837
Expenses$346,542
Net Income$120,295
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 19, 2025
Return Version
2023v6.0
Gross Receipts
$1,430,227
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$8,041,682$8,936,673▲ $894,991
Cash and Non-Interest-Bearing Accounts$211,596$351,672▲ $140,076
Accounts Receivable$825$150▼ $675
Total Assets$8,254,103$9,288,495▲ $1,034,392
Liabilities
Accounts Payable and Accrued Expenses$19,217$29,859▲ $10,642
Total Liabilities$19,217$29,859▲ $10,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,911,549$8,977,157▲ $1,065,608
Net Assets With Donor Restrictions$323,337$281,479▼ $41,858
Total Net Assets Fund Balance$8,234,886$9,258,636▲ $1,023,750
Total Liabilities and Net Assets / Fund Balance$8,254,103$9,288,495▲ $1,034,392
Compensation and Service Providers

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
$113,521
Program Service Revenue
$0
Investment Income
$353,316
Other Revenue
$0
All Other Contributions
$113,521
Change in Net Assets
$120,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$271,514
Other Expenses$75,028
Total Fundraising Expense$5,176
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$271,514--$271,514
Fees for Service Investment Mgmnt Fees-$53,800-$53,800
Fees for Services Other$4,572$1,524$1,524$7,620
Office Expenses$3,942$1,314$1,314$6,570
Fees for Services Accounting$3,335$1,112$1,112$5,559
Advertising--$1,163$1,163
Other Expenses$190$63$63$316
Total Functional Expenses$283,553$57,813$5,176$346,542
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.$271,514
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
2025-02-19
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 Appendix389 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019217
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029859
IRS990/AccountsReceivableGrp/BOYAmt0825
IRS990/AccountsReceivableGrp/EOYAmt0150
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/FundraisingAmt01163
IRS990/AdvertisingGrp/TotalAmt01163
IRS990/AllOtherContributionsAmt0113521
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STUART ROSENBERG
IRS990/BooksInCareOfDetail/PhoneNum04082213383
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010301 VISTA DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CUPERTINO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095014
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0211596
IRS990/CashNonInterestBearingGrp/EOYAmt0351672
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0113521
IRS990/CYGrantsAndSimilarPaidAmt0271514
IRS990/CYInvestmentIncomeAmt0353316
IRS990/CYOtherExpensesAmt075028
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0120295
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0346542
IRS990/CYTotalFundraisingExpenseAmt05176
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0466837
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES GRANTS SOLEY TO THE CUPERTINO UNION SCHOOL DISTRICT (CUSD) AND ITS SCHOOLS. THE FUNDING TO CUSD ASSISTS IN HIRING TEACHER AIDS, AFTER SCHOOL EDUCATION, RECREATIONAL ACTIVITIES, AND SPECIFIC EDUCATIONAL PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0323337
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0281479
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0283553
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01112
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01112
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03335
IRS990/FeesForServicesAccountingGrp/TotalAmt05559
IRS990/FeesForServicesOtherGrp/FundraisingAmt01524
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01524
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04572
IRS990/FeesForServicesOtherGrp/TotalAmt07620
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt053800
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt053800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt38.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0BRIAN BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1YI DING
IRS990/Form990PartVIISectionAGrp/PersonNm2ORRIN MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN RIZKALLA
IRS990/Form990PartVIISectionAGrp/PersonNm4STUART ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5SANJAY TANDON
IRS990/Form990PartVIISectionAGrp/PersonNm6GINNY SIKRI
IRS990/Form990PartVIISectionAGrp/PersonNm7ARJAY MCCANDLESS
IRS990/Form990PartVIISectionAGrp/PersonNm8SONIA MAIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm9NOA BRONICKI
IRS990/Form990PartVIISectionAGrp/PersonNm10LESLIE MAINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0186008
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0271514
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0271514
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0271514
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01149398
IRS990/GrossReceiptsAmt01430227
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0167308
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0167308
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08041682
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08936673
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0963390
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08234886
IRS990/NetAssetsOrFundBalancesEOYAmt09258636
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0186008
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0186008
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0903455
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07911549
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08977157
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01314
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01314
IRS990/OfficeExpensesGrp/ProgramServicesAmt03942
IRS990/OfficeExpensesGrp/TotalAmt06570
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL
IRS990/OtherExpensesGrp/FundraisingAmt063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt063
IRS990/OtherExpensesGrp/ProgramServicesAmt0190
IRS990/OtherExpensesGrp/TotalAmt0316
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STUART ROSENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt075872
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0328934
IRS990/PYInvestmentIncomeAmt073289
IRS990/PYOtherExpensesAmt065992
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-245765
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0394926
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0149161
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0120295
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/CurrentTaxYearAmt0124477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0420043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0167309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0154651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0169598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0156982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0181714
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0830254
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0341307
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33600
IRS990ScheduleA/PublicSupportPY170Pct00.34370
IRS990ScheduleA/PublicSupportTotal170Amt0420043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0124477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0420043
IRS990ScheduleA/TotalSupportAmt01250297
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/CashGrantAmt0271514
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/TotalAssetsBOYAmt08254103
IRS990/TotalAssetsEOYAmt09288495
IRS990/TotalAssetsGrp/BOYAmt08254103
IRS990/TotalAssetsGrp/EOYAmt09288495
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0113521
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05176
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283553
IRS990/TotalFunctionalExpensesGrp/TotalAmt0346542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019217
IRS990/TotalLiabilitiesEOYAmt029859
IRS990/TotalLiabilitiesGrp/BOYAmt019217
IRS990/TotalLiabilitiesGrp/EOYAmt029859
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08234886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09258636
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0283553
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0353316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0466837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08254103
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09288495
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04082213383
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
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/PreparationDt02025-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA KELLEY
ReturnHeader/ReturnTs02025-03-02T13:42:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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