Civic Intelligence

San Carlos Educational Foundation

990 • Fiscal year 2018 • EIN 94-2842712

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization Profilewww.scefkids.org

View Organization Page

PO Box 1214San Carlos, CA 94070

(650) 590-5983

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.03x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$113,935

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

61st percentile

4.8%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-3.6%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,178,993

Up $238,083 (+4.8%) from 2017

Net Assets

Up

$5,098,838

Up $206,816 (+4.2%) from 2017

Liabilities

Up

$80,155

Up $31,267 (+64%) from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin61st percentile

Revenue

Down

$3,031,748

Down $112,780 (-3.6%) from 2017

Expenses

Down

$2,824,932

Down $6,245 (-0.2%) from 2017

Net Income

Down

$206,816

Down $106,535 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2011: $3,746,971Liabilities 2011: $15,229Net Assets 2011: $3,731,7422011Assets 2012: $3,790,776Liabilities 2012: $34,734Net Assets 2012: $3,756,0422012Assets 2013: $3,943,321Liabilities 2013: $31,234Net Assets 2013: $3,912,0872013Assets 2014: $4,382,628Liabilities 2014: $30,074Net Assets 2014: $4,352,5542014Assets 2015: $4,602,655Liabilities 2015: $52,588Net Assets 2015: $4,550,0672015Assets 2016: $4,640,351Liabilities 2016: $61,680Net Assets 2016: $4,578,6712016Assets 2017: $4,940,910Liabilities 2017: $48,888Net Assets 2017: $4,892,0222017Assets 2018: $5,178,993Liabilities 2018: $80,155Net Assets 2018: $5,098,8382018Assets 2019: $5,600,378Liabilities 2019: $67,440Net Assets 2019: $5,532,9382019Assets 2020: $6,472,303Liabilities 2020: $102,381Net Assets 2020: $6,369,9222020Assets 2021: $7,344,346Liabilities 2021: $47,895Net Assets 2021: $7,296,4512021Assets 2022: $6,778,148Liabilities 2022: $122,320Net Assets 2022: $6,655,8282022Assets 2023: $7,172,586Liabilities 2023: $61,887Net Assets 2023: $7,110,6992023Assets 2024: $7,657,882Liabilities 2024: $60,803Net Assets 2024: $7,597,0792024Assets 2025: $8,218,807Liabilities 2025: $47,829Net Assets 2025: $8,170,9782025

Highlighted filing

2018

Assets$5,178,993
Liabilities$80,155
Net Assets$5,098,838
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $1,913,0542011Expenses 2012: $2,291,7732012Expenses 2013: $2,391,8232013Revenue 2014: $2,654,578Expenses 2014: $2,446,098Net Income 2014: $208,4802014Revenue 2015: $2,854,035Expenses 2015: $2,656,522Net Income 2015: $197,5132015Revenue 2016: $2,899,624Expenses 2016: $2,871,020Net Income 2016: $28,6042016Revenue 2017: $3,144,528Expenses 2017: $2,831,177Net Income 2017: $313,3512017Revenue 2018: $3,031,748Expenses 2018: $2,824,932Net Income 2018: $206,8162018Revenue 2019: $3,246,127Expenses 2019: $2,869,262Net Income 2019: $376,8652019Revenue 2020: $4,000,118Expenses 2020: $3,145,899Net Income 2020: $854,2192020Revenue 2021: $4,409,865Expenses 2021: $3,945,768Net Income 2021: $464,0972021Revenue 2022: $4,839,708Expenses 2022: $3,752,433Net Income 2022: $1,087,2752022Revenue 2023: $3,886,199Expenses 2023: $3,632,059Net Income 2023: $254,1402023Revenue 2024: $3,888,130Expenses 2024: $3,758,107Net Income 2024: $130,0232024Revenue 2025: $4,041,292Expenses 2025: $3,839,538Net Income 2025: $201,7542025

Highlighted filing

2018

Revenue$3,031,748
Expenses$2,824,932
Net Income$206,816
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$3,302,845
Mission and Program Overview

Mission

The san carlos education foundation is a nonprofit fundraising organization that helps the san carlos school district provide a well-rounded public education for all students.

To enhance the educational opportunities provided by the san carlos school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,496,125$2,638,343▲ $142,218
Investments in Publicly Traded Securities$2,050,732$2,280,763▲ $230,031
Accounts Receivable$378,924$233,950▼ $144,974
Prepaid Expenses and Deferred Charges$8,890$10,957▲ $2,067
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,940,910$5,178,993▲ $238,083
Other Assets Total$6,239$14,980▲ $8,741
Liabilities
Deferred Revenue$12,100$49,921▲ $37,821
Accounts Payable and Accrued Expenses$36,788$30,234▼ $6,554
Total Liabilities$48,888$80,155▲ $31,267
Net Assets / Fund Balance
Unrestricted Net Assets$2,721,703$2,934,433▲ $212,730
Permanently Rstr Net Assets$1,784,605$1,899,119▲ $114,514
Temporarily Rstr Net Assets$385,714$265,286▼ $120,428
Total Net Assets Fund Balance$4,892,022$5,098,838▲ $206,816
Total Liabilities and Net Assets / Fund Balance$4,940,910$5,178,993▲ $238,083
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy Parmer-lohanExecutive DirectorFT$113,935$113,935

Board Members and Trustees

NameTitle
Nandini GondhalekarPresident
Alana CorsoVice President
Hazel SatbinskyVice President
Jayne SmithVice President
Joy SykesVice President
Karen MolinariVice President
Katherine ShermanVice President
Rachel CottonVice President
Roberta MarksVice President
Anjena KacholiyaTrustee
Annie RamirezTrustee
Danielle DebrierTrustee
Debbie BlucherTrustee
Jennifer RudyTrustee
Liz JollsTrustee
Liz SloanTrustee
Lynsy BridgmanTrustee
Maggie DemkinTrustee
Maggie LarssonTrustee
Shelia BrarTrustee
Tanya LehmanTrustee
Sara McdowellSecretary
Jeff RoodmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,855,501
Program Service Revenue
$0
Investment Income
$182,091
Other Revenue
$-5,844
All Other Contributions
$2,320,861
Change in Net Assets
$206,816

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,472,230
Salaries, Compensation, and Employee Benefits$187,333
Other Expenses$165,369
Total Fundraising Expense$134,582
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,472,230--$2,472,230
Current Officers, Directors, Trustees, and Key Employees-$64,375$49,560$113,935
Other Salaries and Wages-$46,502$5,374$51,876
Fees for Services Accounting-$20,706-$20,706
Payroll Taxes-$7,916$3,922$11,838
Fees for Service Investment Mgmnt Fees-$10,855-$10,855
Information Technology-$3,431$6,994$10,425
Advertising--$10,071$10,071
Other Employee Benefits-$6,476$3,208$9,684
All Other Expenses-$1,112$7,587$8,699
Other Expenses$45,222$148$8,198$8,346
Insurance-$5,109-$5,109
Fees for Services Other-$304$4,139$4,443
Conferences and Meetings-$2,430$1,362$3,792
Office Expenses-$1,956$1,323$3,279
Occupancy-$1,167-$1,167
Total Functional Expenses$2,517,452$172,898$134,582$2,824,932
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Carlos School DistrictSan Carlos, CA-Education$2,236,768
San Carlos Charter Learning CSan Carlos, CA-Education$235,462
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$271,097
Fundraising Gross Income$265,253
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$564,241$162,632$105,423$57,209
Town Event$114,648$40,018$27,626$12,392
Total Events$799,893$265,253$271,097$-5,844
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

“A draft of the form 990 is sent to board members for review and is reviewed by the treasurer, president, and audit chair.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board regularly and consistently monitors and enforces compliance with the policy by requiring a board vote for all significant transactions.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive director job description was reviewed and approved by the board and compensation was reviewed by an external human resource professional who compared the proposed salary with external data regarding compensation on nonprofit executives.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The board maintains all policies required for operating the foundation. These policies are available upon request from the foundation.”

Filing and Contact Details

Filer

Filer Name
San Carlos Education Foundation
EIN
94-2842712
Address
PO BOX 1214, SAN CARLOS, CA 94070

Signing Officer

Name
Kathy Parmer-lohan
Title
Executive Director
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
23
Employees
3
Volunteers
75

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
P Robert Wilkinson
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds are invested into a vanguard investment account. Return on investments are used to support health and wellness programs in san carlos public schools”

Part X : FIN48 Footnote

“Uncertain tax provisions: the foundation follows provisions of uncertain tax positions as addressed in asc 958. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the financial statements related to uncertain tax positions for the year ended june 30, 2018.”

Raw XML AppendixShowing 400 of 665 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/Form990PartVIISectionAGrp/TitleTxt8Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt20Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Secretary
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,178,993
Liabilities
$80,155
Net assets
$5,098,838
Revenue
$3,031,748
Expenses
$2,824,932
Net income
$206,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.17$4.04$3.84$0.20
2024Detailed filing. Detailed filing data is available for this year.$7.66$0.06$7.60$3.89$3.76$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.06$7.11$3.89$3.63$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.12$6.66$4.84$3.75$1.09
2021Detailed filing. Detailed filing data is available for this year.$7.34$0.05$7.30$4.41$3.95$0.46
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.10$6.37$4.00$3.15$0.85
2019Detailed filing. Detailed filing data is available for this year.$5.60$0.07$5.53$3.25$2.87$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.08$5.10$3.03$2.82$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.05$4.89$3.14$2.83$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.06$4.58$2.90$2.87$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.05$4.55$2.85$2.66$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.03$4.35$2.65$2.45$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.03$3.91$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.03$3.76$2.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.02$3.73$1.91