Civic Intelligence

San Carlos Educational Foundation

990 • Fiscal year 2019 • EIN 94-2842712

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.02x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$117,859

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

8.1%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,600,378

Up $421,385 (+8.1%) from 2018

Net Assets

Up

$5,532,938

Up $434,100 (+8.5%) from 2018

Liabilities

Down

$67,440

Down $12,715 (-16%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin69th percentile

Revenue

Up

$3,246,127

Up $214,379 (+7.1%) from 2018

Expenses

Up

$2,869,262

Up $44,330 (+1.6%) from 2018

Net Income

Up

$376,865

Up $170,049 (+82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$5,600,378
Liabilities$67,440
Net Assets$5,532,938
Open 2019 Filing

Operations Trend

Revenue Growth59th 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

2019

Revenue$3,246,127
Expenses$2,869,262
Net Income$376,865
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$3,560,035
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,638,343$2,776,816▲ $138,473
Investments in Publicly Traded Securities$2,280,763$2,482,573▲ $201,810
Accounts Receivable$233,950$318,919▲ $84,969
Prepaid Expenses and Deferred Charges$10,957$9,650▼ $1,307
Total Assets$5,178,993$5,600,378▲ $421,385
Other Assets Total$14,980$12,420▼ $2,560
Liabilities
Deferred Revenue$49,921$36,415▼ $13,506
Accounts Payable and Accrued Expenses$30,234$31,025▲ $791
Total Liabilities$80,155$67,440▼ $12,715
Net Assets / Fund Balance
Unrestricted Net Assets$3,069,038$3,522,869▲ $453,831
Permanently Rstr Net Assets$1,764,514$1,767,259▲ $2,745
Temporarily Rstr Net Assets$265,286$242,810▼ $22,476
Total Net Assets Fund Balance$5,098,838$5,532,938▲ $434,100
Total Liabilities and Net Assets / Fund Balance$5,178,993$5,600,378▲ $421,385

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,335,392$13,661▲ $136,265-$2,485,318
2017$1,784,605$114,514--$2,335,392
2016$1,650,000$134,605--$1,784,605
2015$1,600,000$50,000--$1,650,000
2014$1,500,000$100,000--$1,600,000
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy Parmer-lohanExecutive DirectorFT$117,859$117,859

Board Members and Trustees

NameTitle
Alana CorsoPresident
Amy IhdeTrustee
Bonnie ShermanTrustee
Britta EllisTrustee
Corbie KiernanTrustee
Debbie BlucherTrustee
Jamie BaxterTrustee
Katherine ShermanTrustee
Kendra CampbellTrustee
Marianne JettTrustee
Sheiila BrarTrustee
Sonia Gaind-krishnanTrustee
Stacy NeimanTrustee
Yvonne AngellTrustee
Jennifer BerryCo-VP, Business Development
Karen MolinariCo-VP, Business Development
Roberta MarksCo-VP, Events
Tanya LehmanCo-VP, Events
Jayne SmithCo-VP, Individual Giving and Leadership Circle
Jennifer RudyCo-VP, Individual Giving and Leadership Circle
Jackie KingSecretary
Jeff RoodmanTreasurer
Rachel CottonV,p Volunteer Appreciation
Annie RamierezVP Auction Committee
Katherine ShermanVP, Marketing
Hazel StabinskyVP, School Reps
Revenue and Support

Revenue Composition

Contributions and Grants
$3,142,240
Program Service Revenue
$0
Investment Income
$129,144
Other Revenue
$-25,257
All Other Contributions
$2,407,425
Change in Net Assets
$376,865

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1,100$254,145Fair Market Value (FMV) of Items
Other Non Cash Contri Table1$58,728Fair Market Value (FMV) of Items
Securities Publicly Traded21$47,177-
Total Noncash Contributions1,122$360,050-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,234,959
Revenue Not Reported on Financial Statements
$11,168
Revenue Not Reported on Form 990
$86,635
Total Revenue per Audited Statements
$3,321,594
Total Revenue per Form 990
$3,246,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,449,099
Salaries, Compensation, and Employee Benefits$262,836
Total Fundraising Expense$193,212
Other Expenses$157,327
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,449,099--$2,449,099
Other Salaries and Wages-$124,624$138,212$262,836
Information Technology-$6,153$13,574$19,727
Office Expenses-$520$14,319$14,839
Fees for Services Accounting-$11,983-$11,983
Fees for Service Investment Mgmnt Fees-$11,168-$11,168
Advertising--$10,670$10,670
Insurance-$6,340-$6,340
Other Expenses-$5,512$6,728$5,512
Conferences and Meetings-$3,998$985$4,983
All Other Expenses-$1,544$1,774$3,318
Occupancy-$1,915-$1,915
Fees for Services Other--$168$168
Total Functional Expenses$2,449,099$226,951$193,212$2,869,262

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,887,494
Total Expenses per Form 990$2,869,262
Expenses per Audited Statements$2,858,094
Expenses Not Reported on Form 990$29,400
Expenses Not Reported on Financial Statements$11,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Carlos School DistrictSan Carlos, CA-Education$2,194,134
San Carlos Charter Learning CenterSan Carlos, CA-Education$254,965
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$313,327
Fundraising Gross Income$246,076
Gaming Gross Income$42,575
Gaming Direct Expenses$581
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Town Event$155,670$50,475$33,732$16,743
Spring Gala$536,120$38,800$20,979$17,821
Total Events$980,891$246,076$313,327$-67,251
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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 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

“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, Section B, Line 12C

“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, Section B, Line 15A

“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, Section C, Line 19

“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 Educational Foundation
EIN
94-2842712
Phone
6505905983
Address
PO BOX 1214, SAN CARLOS, CA 94070

Signing Officer

Name
Kathy Parmer Lohan
Title
President
Phone
6505905983
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alana Corso
Formed
1982
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
3
Volunteers
50

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET, SAN JOSE, CA 95126
Preparer
Scott R Smead
Phone
4088556770
Supplemental Narrative

Additional Explanations

Form 990 Form XII Question 2C

“There have been no changes to the oversight process for the audit.”

Financial Statement Notes

PART V, LINE 4:

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

PART X, LINE 2:

“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, 2019.”

Raw XML AppendixShowing 400 of 722 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/ActivityOrMissionDesc0THE 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.
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IRS990/Desc0TO PROVIDE GENERAL FINANCIAL SUPPORT FOR SCHOOLS IN THE SAN CARLOS SCHOOL DISTRICT WHENEVER, IN JUDGEMENT OF THE FOUNDATION BOARD OF DIRECTORS, FUNDING FROM PUBLIC SOURCES IS INADEQUATE TO PROVIDE AND MAINTAIN CONSISTENTLY HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF THE COMMUNITY. TO ASSIST IN THE DEVELOPMENT OF EDUCATIONAL PROGRAMS WHICH PROMISE SIGNIFICANT CONTRIBUTIONS TO THE EDUCATION OF STUDENTS IN DISTRICT SCHOOLS. TO PROVIDE FUNDING FOR PROGRAMS TYPICALLY PROVIDED BY DISTRICT SCHOOLS FOR WHICH PUBLIC FUNDING IS FOR ANY REASON INADEQUATE OR UNAVAILABLE.
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IRS990/Form990PartVIISectionAGrp/PersonNm12SHEIILA BRAR
IRS990/Form990PartVIISectionAGrp/PersonNm13KENDRA CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm14DEBBIE BLUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm15AMY IHDE
IRS990/Form990PartVIISectionAGrp/PersonNm16MARIANNE JETT
IRS990/Form990PartVIISectionAGrp/PersonNm17BONNIE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18STACY NEIMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHERINE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20CORBIE KIERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm21YVONNE ANGELL
IRS990/Form990PartVIISectionAGrp/PersonNm22JAMIE BAXTER
IRS990/Form990PartVIISectionAGrp/PersonNm23SONIA GAIND-KRISHNAN
IRS990/Form990PartVIISectionAGrp/PersonNm24BRITTA ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm25KAREN MOLINARI
IRS990/Form990PartVIISectionAGrp/PersonNm26KATHY PARMER-LOHAN
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26117859
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-VP, INDIVIDUAL GIVING AND LEADERSHIP CIRCLE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-VP, INDIVIDUAL GIVING AND LEADERSHIP CIRCLE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-VP, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-VP, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, SCHOOL REPS
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-VP, BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10V,P VOLUNTEER APPRECIATION
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP AUCTION COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25CO-VP, BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0734815
IRS990/FundraisingDirectExpensesAmt0313327
IRS990/FundraisingGrossIncomeAmt0246076
IRS990/GainOrLossGrp/SecuritiesAmt0515
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt0581
IRS990/GamingGrossIncomeAmt042575
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt02449099
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02449099
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02449099
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0515
IRS990/GrossReceiptsAmt03560035
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt013574
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06153
IRS990/InformationTechnologyGrp/TotalAmt019727
IRS990/InsuranceGrp/ManagementAndGeneralAmt06340
IRS990/InsuranceGrp/TotalAmt06340
IRS990/InvestmentIncomeGrp/ExclusionAmt0128629
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0128629
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02280763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02482573
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05098838
IRS990/NetAssetsOrFundBalancesEOYAmt05532938
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0515
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0515
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-67251
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-67251
IRS990/NetIncomeFromGamingGrp/ExclusionAmt041994
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt041994
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt057235
IRS990/NoncashContributionsAmt0513830
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01915
IRS990/OccupancyGrp/TotalAmt01915
IRS990/OfficeExpensesGrp/FundraisingAmt014319
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0520
IRS990/OfficeExpensesGrp/TotalAmt014839
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014980
IRS990/OtherAssetsTotalGrp/EOYAmt012420
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc2PRINTING AND GRAPHICS
IRS990/OtherExpensesGrp/Desc3BANK AND OTHER FEES
IRS990/OtherExpensesGrp/FundraisingAmt06782
IRS990/OtherExpensesGrp/FundraisingAmt16728
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25512
IRS990/OtherExpensesGrp/TotalAmt053044
IRS990/OtherExpensesGrp/TotalAmt16932
IRS990/OtherExpensesGrp/TotalAmt26728
IRS990/OtherExpensesGrp/TotalAmt35512
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0138212
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124624
IRS990/OtherSalariesAndWagesGrp/TotalAmt0262836
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01764514
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01767259
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010957
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09650
IRS990/PrincipalOfficerNm0ALANA CORSO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02933305
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02472230
IRS990/PYInvestmentIncomeAmt0182091
IRS990/PYOtherExpensesAmt0165369
IRS990/PYOtherRevenueAmt0-83648
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0206816
IRS990/PYSalariesCompEmpBnftPaidAmt0187333
IRS990/PYTotalExpensesAmt02824932
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03031748
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0376865
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,600,378
Liabilities
$67,440
Net assets
$5,532,938
Revenue
$3,246,127
Expenses
$2,869,262
Net income
$376,865
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