Civic Intelligence

Templeton Education Foundation

EIN 77-0254860 • 501(c)3 • Templeton, CA

Profile

Support of public schools in the templeton unified school district.

PO Box 973Templeton, CA 93465-0973

www.tefnow.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-11%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$231,699

Down $28,668 (-11%) from 2023

Liabilities

Down

$7,154

Down $577 (-7.5%) from 2023

Net Assets

Down

$224,545

Down $28,091 (-11%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin20th percentile

Revenue

Down

$101,014

Down $39,339 (-28%) from 2023

Expenses

Down

$129,105

Down $26,845 (-17%) from 2023

Net Income

Down

-$28,091

Down $12,494 (-80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $105,732Liabilities 2011: $18,738Net Assets 2011: $86,9942011Assets 2012: $145,900Liabilities 2012: $68,887Net Assets 2012: $77,0132012Assets 2013: $104,454Liabilities 2013: $32,037Net Assets 2013: $72,4172013Assets 2014: $133,826Liabilities 2014: $57,986Net Assets 2014: $75,8402014Assets 2015: $94,651Liabilities 2015: $0Net Assets 2015: $94,6512015Assets 2016: $99,796Liabilities 2016: $0Net Assets 2016: $99,7962016Assets 2017: $109,940Liabilities 2017: $0Net Assets 2017: $109,9402017Assets 2018: $136,564Liabilities 2018: $0Net Assets 2018: $136,5642018Assets 2019: $157,765Liabilities 2019: $0Net Assets 2019: $157,7652019Assets 2020: $157,853Liabilities 2020: $8,227Net Assets 2020: $149,6262020Assets 2021: $204,220Liabilities 2021: $9,012Net Assets 2021: $195,2082021Assets 2022: $276,771Liabilities 2022: $8,538Net Assets 2022: $268,2332022Assets 2023: $260,367Liabilities 2023: $7,731Net Assets 2023: $252,6362023Assets 2024: $231,699Liabilities 2024: $7,154Net Assets 2024: $224,5452024

Highlighted filing

2024

Assets$231,699
Liabilities$7,154
Net Assets$224,545
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $37,991Expenses 2011: $48,066Net Income 2011: -$10,0752011Revenue 2012: $55,516Expenses 2012: $65,571Net Income 2012: -$10,0552012Revenue 2013: $57,117Expenses 2013: $61,713Net Income 2013: -$4,5962013Revenue 2014: $66,458Expenses 2014: $63,035Net Income 2014: $3,4232014Revenue 2015: $55,049Expenses 2015: $36,238Net Income 2015: $18,8112015Revenue 2016: $37,436Expenses 2016: $32,291Net Income 2016: $5,1452016Revenue 2017: $75,860Expenses 2017: $65,678Net Income 2017: $10,1822017Revenue 2018: $78,170Expenses 2018: $51,619Net Income 2018: $26,5512018Revenue 2019: $81,819Expenses 2019: $60,618Net Income 2019: $21,2012019Revenue 2020: $54,890Expenses 2020: $63,029Net Income 2020: -$8,1392020Revenue 2021: $100,588Expenses 2021: $55,008Net Income 2021: $45,5802021Revenue 2022: $159,910Expenses 2022: $86,885Net Income 2022: $73,0252022Revenue 2023: $140,353Expenses 2023: $155,950Net Income 2023: -$15,5972023Revenue 2024: $101,014Expenses 2024: $129,105Net Income 2024: -$28,0912024

Highlighted filing

2024

Revenue$101,014
Expenses$129,105
Net Income-$28,091
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$231,699
Liabilities
$7,154
Net assets
$224,545
Revenue
$101,014
Expenses
$129,105
Net income
-$28,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.07$2.25$1.01$1.29$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.08$2.53$1.40$1.56$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.09$2.68$1.60$0.87$0.73
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.09$1.95$1.01$0.55$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.08$1.50$0.55$0.63$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.82$0.61$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.78$0.52$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.76$0.66$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.37$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.55$0.36$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.58$0.76$0.66$0.63$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.32$0.72$0.57$0.62$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.69$0.77$0.56$0.66$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.19$0.87$0.38$0.48$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$209,113
Mission and Program Overview

Mission

Support of public schools in the Templeton Unified School District.

Support of public schools in the templeton unified school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$260,367$231,699▼ $28,668
Total Assets$260,367$231,699▼ $28,668
Liabilities
Other Liabilities$7,731$7,154▼ $577
Total Liabilities$7,731$7,154▼ $577
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$252,636$224,545▼ $28,091
Total Net Assets Fund Balance$252,636$224,545▼ $28,091
Total Liabilities and Net Assets / Fund Balance$260,367$231,699▼ $28,668
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Dan RodriguezPresident
Dave WillsDirector
Jeff AbbatiDirector
Jenn MontoyaDirector
Kayla WilsonDirector
Kristin OdenwaldDirector
Stephanie RodriguezDirector
Susie TovarSecretary
Garret HuffTreasurer
Amanda ParidoVice Preside
Ashlee MillerVP of Grants
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$101,014
Change in Net Assets
$-28,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,333
Other Expenses$3,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,333--$125,333
Fees for Services Accounting-$3,674-$3,674
Office Expenses-$1,434-$1,434
Insurance-$500-$500
Other Expenses-$15-$15
All Other Expenses-$-3,792-$-3,792
Total Functional Expenses$125,333$3,772$0$129,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$125,333
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$209,113
Fundraising Direct Expenses$108,099
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Denim & Diamond$114,432$114,432$12,575$101,857
Fireworks$94,681$94,681$57,410$37,271
Total Events$209,113$209,113$108,099$101,014
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$7,154
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 2

“Daniel rodriguez stephanie rodriguez president director married”

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Templeton Education Foundation
EIN
77-0254860
Phone
8054341967
Address
PO BOX 973, TEMPLETON, CA 93465-0973

Signing Officer

Name
Amanda Parido
Title
Vice President
Phone
8054341967
Signed
2025-11-14

Organization Details

Principal Officer
Dan Rodriguez
Formed
1990
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
70

Preparer

Firm
Kasarjian & Company Cpas Inc
Address
1250 PEACH ST STE J, SAN LUIS OBISPO, CA 93401
Preparer
Melissa Kasarjian
Phone
8055458121
Raw XML Appendix336 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt057410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014437
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05570
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt020007
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0125333
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANIEL RODRIGUEZ STEPHANIE RODRIGUEZ PRESIDENT DIRECTOR MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0260367
IRS990/TotalAssetsEOYAmt0231699
IRS990/TotalAssetsGrp/BOYAmt0260367
IRS990/TotalAssetsGrp/EOYAmt0231699
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129105
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07731
IRS990/TotalLiabilitiesEOYAmt07154
IRS990/TotalLiabilitiesGrp/BOYAmt07731
IRS990/TotalLiabilitiesGrp/EOYAmt07154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0252636
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0224545
IRS990/TotalProgramServiceExpensesAmt0125333
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101014
IRS990/TotalVolunteersCnt070
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0260367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0231699
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 973
IRS990/USAddress/CityNm0TEMPLETON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093465
IRS990/VotingMembersGoverningBodyCnt013
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IRS990/WebsiteAddressTxt0WWW.TEFNOW.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA PARIDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054341967
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLETON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0770254860
ReturnHeader/Filer/PhoneNum08054341967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 973
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934650973
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472704060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KASARJIAN & COMPANY CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 PEACH ST STE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055458121
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA KASARJIAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-14T16:04:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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