Civic Intelligence

San Luis Coastal Education Foundation

EIN 82-4196024 • 501(c)3 • San Luis Obispo, CA

Profile

Partner with public and private sectors to support creative and innovative programs for the benefit of students of the san luis coastal unified school district in the areas of academics, arts, career technical education, extra-curricular activities and programs.

1500 Lizzie StreetSan Luis Obispo, CA 93401

slcef.org

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$12,630,610

Up $1,430,048 (+13%) from 2023

Liabilities

Up

$37,700

Up $19,064 (+102%) from 2023

Net Assets

Up

$12,592,910

Up $1,410,984 (+13%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Up

$1,273,013

Up $673,516 (+112%) from 2023

Expenses

Up

$694,890

Up $27,004 (+4.0%) from 2023

Net Income

Up

$578,123

Up $646,512 (+945%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2019: $77,600Liabilities 2019: $0Net Assets 2019: $77,6002019Assets 2020: $11,205,819Liabilities 2020: $75,481Net Assets 2020: $11,130,3382020Assets 2021: $11,827,856Liabilities 2021: $26,850Net Assets 2021: $11,801,0062021Assets 2022: $10,473,859Liabilities 2022: $23,992Net Assets 2022: $10,449,8672022Assets 2023: $11,200,562Liabilities 2023: $18,636Net Assets 2023: $11,181,9262023Assets 2024: $12,630,610Liabilities 2024: $37,700Net Assets 2024: $12,592,9102024

Highlighted filing

2024

Assets$12,630,610
Liabilities$37,700
Net Assets$12,592,910
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $77,629Expenses 2019: $5,524Net Income 2019: $72,1052019Revenue 2020: $11,388,189Expenses 2020: $374,505Net Income 2020: $11,013,6842020Revenue 2021: $597,581Expenses 2021: $968,893Net Income 2021: -$371,3122021Revenue 2022: $777,197Expenses 2022: $428,764Net Income 2022: $348,4332022Revenue 2023: $599,497Expenses 2023: $667,886Net Income 2023: -$68,3892023Revenue 2024: $1,273,013Expenses 2024: $694,890Net Income 2024: $578,1232024

Highlighted filing

2024

Revenue$1,273,013
Expenses$694,890
Net Income$578,123
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,630,610
Liabilities
$37,700
Net assets
$12,592,910
Revenue
$1,273,013
Expenses
$694,890
Net income
$578,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.04$12.6$1.27$0.69$0.58
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$0.60$0.67$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.02$10.4$0.78$0.43$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.03$11.8$0.60$0.97$0.37
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.08$11.1$11.4$0.37$11.0
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.08$0.01$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$1,312,671
Mission and Program Overview

Mission

Partner with public and private sectors to support creative and innovative programs for the benefit of students of the san luis coastal unified school district in the areas of academics, arts, career technical education, extra-curricular activities and programs.

Strengthen community partnerships and investment for the benefit of san luis coastal unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,525,724$10,721,904▲ $1,196,180
Savings and Temporary Cash Investments$1,082,154$1,126,440▲ $44,286
Cash and Non-Interest-Bearing Accounts$570,156$780,266▲ $210,110
Prepaid Expenses and Deferred Charges$22,528$2,000▼ $20,528
Total Assets$11,200,562$12,630,610▲ $1,430,048
Liabilities
Accounts Payable and Accrued Expenses$18,636$37,700▲ $19,064
Total Liabilities$18,636$37,700▲ $19,064
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,789,079$11,821,911▲ $1,032,832
Net Assets With Donor Restrictions$392,847$770,999▲ $378,152
Total Net Assets Fund Balance$11,181,926$12,592,910▲ $1,410,984
Total Liabilities and Net Assets / Fund Balance$11,200,562$12,630,610▲ $1,430,048

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$10,412,227$14,366▲ $1,269,137$0$11,656,105
2022$8,751,418$1,011,000▲ $985,014$300,000$10,412,227
2021$7,920,516$2,250,000▼ $1,231,321$150,000$8,751,418
2020$4,490,794$2,250,000▲ $1,359,192$150,000$7,920,516
2019-$4,500,000▲ $1,671-$4,490,794
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David MitchellPresident
Andrea SoderinDirector
Bill ThomaDirector
Clint SlaughterDirector
Dave BernhardtDirector
Janet GouldDirector
Jeanie HansonDirector
Joey LeslieDirector
Kelli ColeDirector
Lindsey HaringDirector
Lisa YamashitaDirector
Marty MoroskiDirector
Melissa JamesDirector
Ron HolcombeDirector
Stephanie ShepherdDirector
Steve JobstDirector
Christine RobertsonExecutive Director (non-voting)
Beth MarinoSecretary
Lyle MeekTreasurer
Stacey WhiteTreasurer (part Year)
Ben McadamsVP Development (part Year)
Matthew WoodsVP Marketing
Revenue and Support

Revenue Composition

Contributions and Grants
$779,399
Program Service Revenue
$0
Investment Income
$436,864
Other Revenue
$56,750
All Other Contributions
$779,399
Change in Net Assets
$578,123

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,233,388
Revenue Not Reported on Financial Statements
$39,625
Revenue Not Reported on Form 990
$1,070,516
Total Revenue per Audited Statements
$2,303,904
Total Revenue per Form 990
$1,273,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$388,765
Total Fundraising Expense$231,586
Salaries, Compensation, and Employee Benefits$156,657
Other Expenses$149,468
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$388,765--$388,765
Other Salaries and Wages-$2,500$153,300$155,800
Fees for Service Investment Mgmnt Fees-$39,625-$39,625
Advertising--$23,522$23,522
Fees for Services Accounting-$22,160-$22,160
Other Expenses-$2,341$1,070$3,411
All Other Expenses--$3,183$3,183
Insurance-$2,408-$2,408
Payroll Taxes-$14$843$857
Total Functional Expenses$388,765$74,539$231,586$694,890

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$892,920
Total Expenses per Form 990$694,890
Expenses per Audited Statements$614,255
Expenses Not Reported on Form 990$278,665
Expenses Not Reported on Financial Statements$80,635
Other Expense Adjustments$41,010
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Luis Coastal Unified School DistrictSan Luis Obispo, CA115Educational Program Support$333,104
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
Audit committee
Yes
Backup withholding compliance
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“San luis coastal education foundation ("slcef") has a memorandum of understanding with san luis coastal unified school district ("slcusd") in which the slcef executive director will be employed and compensated by slcusd. The executive director is under the direct supervision and control of the slcusd superintendent.”

Form 990, Part VI, Section A, Line 7A

“Per the articles of incorporation, the superintendent of schools of the san luis coastal unified school district (usd) shall hold a permanent official seat as a director on the board of directors with one vote. One trustree representative of the san luis coastal usd board of education shall hold permanent official seat as a director with one vote and shall be elected by the board of directors of the corporation from among the elected members of the board of trustees of the san luis coastal unified school district.”

Form 990, Part VI, Section B, Line 11B

“The board of directors will review and approve form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All actual or potential conflicts are required to be disclosed fully to the board of directors and all necessary parties. The board addresses conflicts of interest immediately upon disclosure.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financials are available upon request.”

Filing and Contact Details

Filer

Filer Name
San Luis Coastal Education Foundation
EIN
82-4196024
Phone
8055491300
Address
1500 LIZZIE STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
David Mitchell
Title
Board President
Phone
8055491300
Signed
2024-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Mitchell
Formed
2017
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
19

Preparer

Firm
Glenn Burdette Inc
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The executive committee has oversight of the audit and recommends auditor selection to the board.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising costs in financial statement revenues”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FUNDRAISING COSTS”

Part XI, Line 2B & Part XIII, Line 2A - Donated Services & Facilities

“San luis coastal unified school district pays the salary of the executive director and contributes office space to the foundation. The executive director was compensated $220,339, and the office rent is valued at $1,637.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR (NON-VOTING)
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IRS990/MissionDesc0PARTNER WITH PUBLIC AND PRIVATE SECTORS TO SUPPORT CREATIVE AND INNOVATIVE PROGRAMS FOR THE BENEFIT OF STUDENTS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS OF ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE OPPORTUNITY PROGRAM IS A MULTI-FACETED AND HIGH IMPACT INITIATIVE TO ELEVATE STUDENTS PERSONALLY, ACADEMICALLY, AND SOCIALLY. EXPERIENCES THAT STUDENTS HAVE IN ELEMENTARY AND MIDDLE SCHOOL CAN LAY THE GROUNDWORK FOR FUTURE ACHIEVEMENT. RESEARCH SHOWS THAT CRITICAL PROGRAMS SUCH AS TEAM SPORTS, OUTDOOR EDUCATION AND REMOVING BARRIERS FOR FIRST GENERATION STUDENTS, HELP SET KIDS UP WITH THE ESSENTIAL SKILLS FOR FUTURE PERSONAL AND PROFESSIONAL SUCCESS. THE OPPORTUNITY PROGRAM INCLUDES MULTIPLE FUNDS WITH THE GOAL OF PARTNERING WITH THE SCHOOL DISTRICT TO OFFER A YEAR-ROUND ELEMENTARY SPORTS PROGRAM FOCUSED ON DEVELOPING STUDENT LEADERSHIP & ACADEMIC EXCELLENCE, EQUITABLE ACCESS FOR ALL STUDENTS TO EXPERIENCE OVERNIGHT SCIENCE CAMP AND REMOVING BARRIERS FOR FIRST-GENERATION STUDENTS AND EMPOWERING THEM TO REACH FOR THEIR GOALS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE GRANTMAKING PROGRAM SEEKS TO INSPIRE OUR STUDENT AND TEACHER PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE AND ACCOMPLISH PROJECTS THEY NEVER BEFORE THOUGHT POSSIBLE. THE GRANTMAKING PROGRAM PROVIDES FUNDING OPPORTUNITIES THAT ARE DESIGNED TO ENCOURAGE, FACILITATE, RECOGNIZE AND REWARD INNOVATIVE AND IMPACTFUL EDUCATIONAL ACTIVITIES THAT ACCOMPLISH THE PROGRAM PRIORITIES SHARED BY THE FOUNDATION AND SCHOOL DISTRICT.
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