Civic Intelligence

San Carlos Educational Foundation

990 • Fiscal year 2024 • EIN 94-2842712

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 30, 2025

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.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.02x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

47th percentile

3.3%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$167,981

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.0%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,657,882

Up $485,296 (+6.8%) from 2023

Net Assets

Up

$7,597,079

Up $486,380 (+6.8%) from 2023

Liabilities

Down

$60,803

Down $1,084 (-1.8%) from 2023

Revenue

Up

$3,888,130

Up $1,931 (+0.0%) from 2023

Expenses

Up

$3,758,107

Up $126,048 (+3.5%) from 2023

Net Income

Down

$130,023

Down $124,117 (-49%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$7,657,882
Liabilities$60,803
Net Assets$7,597,079

Operations Trend

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

2024

Revenue$3,888,130
Expenses$3,758,107
Net Income$130,023
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$9,898,675
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 Other Securities$6,507,101$7,025,234▲ $518,133
Pledges and Grants Receivable$247,026$465,804▲ $218,778
Cash and Non-Interest-Bearing Accounts$398,368$131,426▼ $266,942
Prepaid Expenses and Deferred Charges$16,091$18,913▲ $2,822
Total Assets$7,172,586$7,657,882▲ $485,296
Other Assets Total$4,000$16,505▲ $12,505
Liabilities
Accounts Payable and Accrued Expenses$39,712$36,733▼ $2,979
Deferred Revenue$22,175$24,070▲ $1,895
Total Liabilities$61,887$60,803▼ $1,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,024,559$5,491,020▲ $466,461
Net Assets With Donor Restrictions$2,086,140$2,106,059▲ $19,919
Total Net Assets Fund Balance$7,110,699$7,597,079▲ $486,380
Total Liabilities and Net Assets / Fund Balance$7,172,586$7,657,882▲ $485,296

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,025,234--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,494,390-▲ $418,915-$3,913,305
2022$3,195,771-▲ $298,618-$3,494,390
2021$3,215,539$500,000▼ $519,768-$3,195,771
2020$2,630,280$14,522▲ $641,526-$3,215,539
2019$2,485,318$13,585▲ $132,377-$2,630,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy Parmer-lohanExecutive DirectorFT$161,520$6,461$167,981

Board Members and Trustees

NameTitle
Susan RaymondInvestment Chair Committee
Karla DonohoePresident
Jesse GuiterrezCo School Rep Arundel
Preeti ChinnanCO- SCHOOL REP: TIERRA LINDA
Blake JacquotCO-SCHOOL REP: SCC
Jie JacquotCO-SCHOOL REP: SCC
Vikas ChinnanCO-SCHOOL REP: TIERRA LINDA
Chez RuedaCO-SCHOOL REP:ARROYO
Melissa SchmidtCO-SCHOOL REP:ARROYO
Jennie RomeoCO-SCHOOL REP:WO
Carla LeibowitzCo-VP Workplace Giving
Brandi CorbinSCHOOL CO- REP: BRITTAN ACRES
Kristen CarlsonSCHOOL CO- REP: BRITTAN ACRES
Brenda Lando FridmanSCHOOL CO-REP: WO
Dan FridmanSCHOOL CO-REP: WO
Kiersten Daniel-bacaSCHOOL REP: HEATHER
Jessica Myers-schecterSCHOOL REP: TIERRA LINDA
Theresa McdermitSecretary
Katy MossawirTreasurer
Debbie BlucherVP, Events
Annie WilsonVP, Leadership Circle
Katherine ShermanVP, Marketing
Corbie KiernanVP, of Business Sponsorship
Sheila BrarVP, School Reps
Jennifer RudyVP, Stewardship
Paige SarmientoVP, Workplace Giving
Revenue and Support

Revenue Composition

Contributions and Grants
$3,732,202
Program Service Revenue
$0
Investment Income
$175,236
Other Revenue
$-19,308
All Other Contributions
$2,886,196
Change in Net Assets
$130,023

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 Table729$217,520Fair Market Value (FMV) of Items
Securities Publicly Traded2,789$128,974Fair Market Value (FMV) of Items
Other Non Cash Contri Table2$48,999Fair Market Value (FMV) of Items
Total Noncash Contributions3,520$395,493-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,888,130
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$374,657
Total Revenue per Audited Statements
$4,262,787
Total Revenue per Form 990
$3,888,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,224,419
Salaries, Compensation, and Employee Benefits$323,569
Total Fundraising Expense$228,104
Other Expenses$210,119
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,224,419--$3,224,419
Current Officers, Directors, Trustees, and Key Employees-$77,925$87,872$165,797
Other Salaries and Wages-$54,607$61,579$116,186
Fees for Services Accounting-$44,445-$44,445
Payroll Taxes-$9,948$11,217$21,165
Information Technology-$7,668$12,931$20,599
Other Employee Benefits-$9,451$10,970$20,421
All Other Expenses-$4,196$8,431$12,627
Advertising--$11,492$11,492
Insurance-$11,483-$11,483
Other Expenses-$3,163$7,174$10,337
Conferences and Meetings-$4,374$1,532$5,906
Fees for Services Other-$985$1,110$2,095
Occupancy-$763-$763
Total Functional Expenses$3,224,419$305,584$228,104$3,758,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,776,407
Expenses per Audited Statements$3,758,107
Total Expenses per Form 990$3,758,107
Expenses Not Reported on Form 990$18,300
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Carlos School DistrictSan Carlos, CA501(c)3Education$2,429,549
San Carlos Charter Learning CenterSan Carlos, CA501(c)3Education$431,434
Central Arroyo PtaSan Carlos, CA501(c)3Education$77,680
Tierra Linda Mariposa PtaSan Carlos, CA501(c)3Education$70,084
Arundel Elementary School PtaSan Carlos, CA501(c)3Education$57,595
Brittan Acres Elementary School PtaSan Carlos, CA501(c)3Education$56,828
White Oaks Elementary PtaSan Carlos, CA501(c)3Education$51,249
Heather Elementary School PtaSan Carlos, CA501(c)3Education$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$257,652
Fundraising Gross Income$178,117
Gaming Gross Income$62,692
Gaming Direct Expenses$2,465
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$196,533-$7,183-
Spring Gala$548,624$22,918$46,940$-24,022
Total Events$1,024,123$178,117$257,652$-79,535
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
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
Yes
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 A, Line 2

We have a couple that serve together as co-scef reps. White oaks co-reps- dan & brenda fridman

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 15

Executive committee reviews the executive director's compensation annually. We use fairpay compensation report to benchmark.

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
2025-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Parmer-lohan
Formed
1982
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
20

Preparer

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

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, 2024.

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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/PersonNm0KARLA DONOHOE
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm2THERESA MCDERMIT
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNIE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER RUDY
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6PAIGE SARMIENTO
IRS990/Form990PartVIISectionAGrp/PersonNm7SHEILA BRAR
IRS990/Form990PartVIISectionAGrp/PersonNm8DEBBIE BLUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm9KATY MOSSAWIR
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIE ROMEO
IRS990/Form990PartVIISectionAGrp/PersonNm11JESSICA MYERS-SCHECTER
IRS990/Form990PartVIISectionAGrp/PersonNm12KIERSTEN DANIEL-BACA
IRS990/Form990PartVIISectionAGrp/PersonNm13JESSE GUITERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm14MELISSA SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm15BRANDI CORBIN
IRS990/Form990PartVIISectionAGrp/PersonNm16JIE JACQUOT
IRS990/Form990PartVIISectionAGrp/PersonNm17CARLA LEIBOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm18BLAKE JACQUOT
IRS990/Form990PartVIISectionAGrp/PersonNm19CHEZ RUEDA
IRS990/Form990PartVIISectionAGrp/PersonNm20PREETI CHINNAN
IRS990/Form990PartVIISectionAGrp/PersonNm21VIKAS CHINNAN
IRS990/Form990PartVIISectionAGrp/PersonNm22KRISTEN CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm23BRENDA LANDO FRIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm24DAN FRIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm25CORBIE KIERNAN
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/ReportableCompFromOrgAmt26161520
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/TitleTxt1INVESTMENT CHAIR COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP, LEADERSHIP CIRCLE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP, STEWARDSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP, WORKPLACE GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP, SCHOOL REPS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-SCHOOL REP:WO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SCHOOL REP: TIERRA LINDA
IRS990/Form990PartVIISectionAGrp/TitleTxt12SCHOOL REP: HEATHER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO SCHOOL REP ARUNDEL
IRS990/Form990PartVIISectionAGrp/TitleTxt14CO-SCHOOL REP:ARROYO
IRS990/Form990PartVIISectionAGrp/TitleTxt15SCHOOL CO- REP: BRITTAN ACRES
IRS990/Form990PartVIISectionAGrp/TitleTxt16CO-SCHOOL REP: SCC
IRS990/Form990PartVIISectionAGrp/TitleTxt17CO-VP WORKPLACE GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt18CO-SCHOOL REP: SCC
IRS990/Form990PartVIISectionAGrp/TitleTxt19CO-SCHOOL REP:ARROYO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CO- SCHOOL REP: TIERRA LINDA
IRS990/Form990PartVIISectionAGrp/TitleTxt21CO-SCHOOL REP: TIERRA LINDA
IRS990/Form990PartVIISectionAGrp/TitleTxt22SCHOOL CO- REP: BRITTAN ACRES
IRS990/Form990PartVIISectionAGrp/TitleTxt23SCHOOL CO-REP: WO
IRS990/Form990PartVIISectionAGrp/TitleTxt24SCHOOL CO-REP: WO
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP, OF BUSINESS SPONSORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0846006
IRS990/FundraisingDirectExpensesAmt0257652
IRS990/FundraisingGrossIncomeAmt0178117
IRS990/GainOrLossGrp/SecuritiesAmt018267
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt02465
IRS990/GamingGrossIncomeAmt062692
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt03224419
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03224419
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03224419
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05768695
IRS990/GrossReceiptsAmt09898675
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012931
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07668
IRS990/InformationTechnologyGrp/TotalAmt020599
IRS990/InsuranceGrp/ManagementAndGeneralAmt011483
IRS990/InsuranceGrp/TotalAmt011483
IRS990/InvestmentIncomeGrp/ExclusionAmt0156969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0156969
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06507101
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07025234
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05750428
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/NetAssetsOrFundBalancesBOYAmt07110699
IRS990/NetAssetsOrFundBalancesEOYAmt07597079
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018267
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018267
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-79535
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-79535
IRS990/NetIncomeFromGamingGrp/ExclusionAmt060227
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt060227
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0356357
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05024559
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05491020
IRS990/NoncashContributionsAmt0395793
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0763
IRS990/OccupancyGrp/TotalAmt0763
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04000
IRS990/OtherAssetsTotalGrp/EOYAmt016505
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010970
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09451
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020421
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2PRINTING AND GRAPHICS
IRS990/OtherExpensesGrp/Desc3STEWARDSHIP
IRS990/OtherExpensesGrp/FundraisingAmt03279
IRS990/OtherExpensesGrp/FundraisingAmt110517
IRS990/OtherExpensesGrp/FundraisingAmt27174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt062437
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2904
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33163
IRS990/OtherExpensesGrp/TotalAmt062437
IRS990/OtherExpensesGrp/TotalAmt116514
IRS990/OtherExpensesGrp/TotalAmt211421
IRS990/OtherExpensesGrp/TotalAmt310337
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt061579
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054607
IRS990/OtherSalariesAndWagesGrp/TotalAmt0116186
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011217
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09948
IRS990/PayrollTaxesGrp/TotalAmt021165
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0247026
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0465804
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016091
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018913
IRS990/PrincipalOfficerNm0KATHY PARMER-LOHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03694865
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03126295
IRS990/PYInvestmentIncomeAmt0170224
IRS990/PYOtherExpensesAmt0202811
IRS990/PYOtherRevenueAmt021110
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0254140
IRS990/PYSalariesCompEmpBnftPaidAmt0302953
IRS990/PYTotalExpensesAmt03632059

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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