Civic Intelligence

San Carlos Educational Foundation

990 • Fiscal year 2020 • EIN 94-2842712

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 22, 2021

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$141,577

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

23%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,472,303

Up $871,925 (+16%) from 2019

Net Assets

Up

$6,369,922

Up $836,984 (+15%) from 2019

Liabilities

Up

$102,381

Up $34,941 (+52%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin76th percentile

Revenue

Up

$4,000,118

Up $753,991 (+23%) from 2019

Expenses

Up

$3,145,899

Up $276,637 (+9.6%) from 2019

Net Income

Up

$854,219

Up $477,354 (+127%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2020

Assets$6,472,303
Liabilities$102,381
Net Assets$6,369,922
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$4,000,118
Expenses$3,145,899
Net Income$854,219
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 22, 2021
Return Version
2019v5.1
Gross Receipts
$4,123,931
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
Investments in Publicly Traded Securities$5,036,170$5,471,232▲ $435,062
Cash and Non-Interest-Bearing Accounts$223,219$610,892▲ $387,673
Pledges and Grants Receivable$317,919$342,904▲ $24,985
Prepaid Expenses and Deferred Charges$9,650$20,101▲ $10,451
Accounts Receivable$1,000$4,834▲ $3,834
Total Assets$5,600,378$6,472,303▲ $871,925
Other Assets Total$12,420$22,340▲ $9,920
Liabilities
Mortgage Notes Payable Secured by Investment Property-$45,500-
Accounts Payable and Accrued Expenses$31,025$29,691▼ $1,334
Deferred Revenue$36,415$27,190▼ $9,225
Total Liabilities$67,440$102,381▲ $34,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,522,869$4,249,092▲ $726,223
Net Assets With Donor Restrictions$2,010,069$2,120,830▲ $110,761
Total Net Assets Fund Balance$5,532,938$6,369,922▲ $836,984
Total Liabilities and Net Assets / Fund Balance$5,600,378$6,472,303▲ $871,925

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,485,318$13,585▲ $132,377-$2,630,280
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
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy Parmer-lohanExecutive DirectorFT$141,577$141,577

Board Members and Trustees

NameTitle
Alana CorsoPresident
Amy IhdeTrustee
Annie RamirezTrustee
Bethany FrenchTrustee
Corbie KiernanTrustee
Debbie BlucherTrustee
Jennie RomeoTrustee
Katy MossawirTrustee
Kendra CampbellTrustee
Marianne JettTrustee
Preeti ChinnanTrustee
Samira AndaleebTrustee
Sonia Gaind-krishnanTrustee
Kate StrombergBusiness VP
Roberta MarksCo-VP, Events
Tanya LehmanCo-VP, Events
Beth RowellCo-VP, Marketing
Katherine ShermanCo-VP, Marketing
Jennifer RudyExecutive VP
Annie WilsonSecretary
James DeitrichTreasurer
Jackie KingVP, Leadership Circle
Hazel StabinskyVP, School Reps
Karla DonahoeVP, School Reps
Bonnie ShermanVP, Volunteer Appreciation
Revenue and Support

Revenue Composition

Contributions and Grants
$3,783,901
Program Service Revenue
$0
Investment Income
$191,380
Other Revenue
$24,837
All Other Contributions
$3,149,469
Change in Net Assets
$854,219

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 Table1,000$173,819Fair Market Value (FMV) of Items
Securities Publicly Traded21$84,491-
Other Non Cash Contri Table8$34,061Fair Market Value (FMV) of Items
Total Noncash Contributions1,029$292,371-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,988,663
Revenue Not Reported on Financial Statements
$11,455
Revenue Not Reported on Form 990
$1,265
Total Revenue per Audited Statements
$3,989,928
Total Revenue per Form 990
$4,000,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,688,909
Salaries, Compensation, and Employee Benefits$272,465
Other Expenses$184,525
Total Fundraising Expense$181,422
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,688,909--$2,688,909
Current Officers, Directors, Trustees, and Key Employees-$70,143$75,570$145,713
Other Salaries and Wages-$49,214$53,022$102,236
Fees for Services Accounting-$39,278-$39,278
Payroll Taxes-$8,815$9,498$18,313
Fees for Services Lobbying-$12,585-$12,585
Information Technology-$5,576$6,890$12,466
Fees for Service Investment Mgmnt Fees-$11,455-$11,455
Advertising--$9,050$9,050
Insurance-$6,444-$6,444
Other Employee Benefits-$2,986$3,217$6,203
Other Expenses-$115$5,737$5,852
All Other Expenses-$2,515$1,871$4,386
Conferences and Meetings-$3,541-$3,541
Occupancy-$1,091-$1,091
Total Functional Expenses$2,688,909$275,568$181,422$3,145,899

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,152,944
Total Expenses per Form 990$3,145,899
Expenses per Audited Statements$3,134,444
Expenses Not Reported on Form 990$18,500
Expenses Not Reported on Financial Statements$11,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Carlos School DistrictSan Carlos, CA-Education$2,408,953
San Carlos Charter Learning CenterSan Carlos, CA-Education$279,956
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,607
Fundraising Gross Income$115,900
Gaming Gross Income$32,750
Gaming Direct Expenses$206
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$441,108-$11,581-
Town Event$172,124$48,075$20,551$27,524
Total Events$750,332$115,900$123,607$-7,707
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$12,585
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
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
Executive Director
Phone
6505905983
Signed
2021-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Parmer-lohan
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 PART XIII, LINE 2C:

“The ed and audit committee are responsible for hiring the auditor and approving the audit report. This process has not changed from prior year.”

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, 2020.”

Raw XML AppendixShowing 400 of 738 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/Form990PartVIISectionAGrp/PersonNm4ANNIE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6BETH ROWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE STROMBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8KARLA DONAHOE
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERTA MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm10TANYA LEHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11HAZEL STABINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm12ANNIE RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBBIE BLUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm14BONNIE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15KENDRA CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm16AMY IHDE
IRS990/Form990PartVIISectionAGrp/PersonNm17MARIANNE JETT
IRS990/Form990PartVIISectionAGrp/PersonNm18KATY MOSSAWIR
IRS990/Form990PartVIISectionAGrp/PersonNm19SAMIRA ANDALEEB
IRS990/Form990PartVIISectionAGrp/PersonNm20CORBIE KIERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm21BETHANY FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm22PREETI CHINNAN
IRS990/Form990PartVIISectionAGrp/PersonNm23SONIA GAIND-KRISHNAN
IRS990/Form990PartVIISectionAGrp/PersonNm24JENNIE ROMEO
IRS990/Form990PartVIISectionAGrp/PersonNm25KATHY 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/ReportableCompFromOrgAmt25141577
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP, LEADERSHIP CIRCLE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-VP, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-VP, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt7BUSINESS VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, SCHOOL REPS
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-VP, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-VP, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP, SCHOOL REPS
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, VOLUNTEER APPRECIATION
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/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0634432
IRS990/FundraisingDirectExpensesAmt0123607
IRS990/FundraisingGrossIncomeAmt0115900
IRS990/GainOrLossGrp/SecuritiesAmt074457
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt0206
IRS990/GamingGrossIncomeAmt032750
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt02688909
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02688909
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02688909
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt074457
IRS990/GrossReceiptsAmt04123931
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06890
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05576
IRS990/InformationTechnologyGrp/TotalAmt012466
IRS990/InsuranceGrp/ManagementAndGeneralAmt06444
IRS990/InsuranceGrp/TotalAmt06444
IRS990/InvestmentIncomeGrp/ExclusionAmt0116923
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116923
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05036170
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05471232
IRS990/IRPDocumentCnt06
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt045500
IRS990/NetAssetsOrFundBalancesBOYAmt05532938
IRS990/NetAssetsOrFundBalancesEOYAmt06369922
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt074457
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt074457
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7707
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7707
IRS990/NetIncomeFromGamingGrp/ExclusionAmt032544
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt032544
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17235
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03522869
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04249092
IRS990/NoncashContributionsAmt0292371
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01091
IRS990/OccupancyGrp/TotalAmt01091
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012420
IRS990/OtherAssetsTotalGrp/EOYAmt022340
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03217
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02986
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06203
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1PRINTING AND GRAPHICS
IRS990/OtherExpensesGrp/Desc2ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt09506
IRS990/OtherExpensesGrp/FundraisingAmt17061
IRS990/OtherExpensesGrp/FundraisingAmt25737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt061210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2115
IRS990/OtherExpensesGrp/TotalAmt061210
IRS990/OtherExpensesGrp/TotalAmt19506
IRS990/OtherExpensesGrp/TotalAmt27661
IRS990/OtherExpensesGrp/TotalAmt35852
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053022
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049214
IRS990/OtherSalariesAndWagesGrp/TotalAmt0102236
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09498
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08815
IRS990/PayrollTaxesGrp/TotalAmt018313
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0317919
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0342904
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09650
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020101
IRS990/PrincipalOfficerNm0KATHY PARMER-LOHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03142240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02449099
IRS990/PYInvestmentIncomeAmt0129144
IRS990/PYOtherExpensesAmt0157327
IRS990/PYOtherRevenueAmt0-25257
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0376865
IRS990/PYSalariesCompEmpBnftPaidAmt0262836
IRS990/PYTotalExpensesAmt02869262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03246127
IRS990/QuidProQuoContributionsInd01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,472,303
Liabilities
$102,381
Net assets
$6,369,922
Revenue
$4,000,118
Expenses
$3,145,899
Net income
$854,219
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