Civic Intelligence

Cabrillo Education Foundation

990 • Fiscal year 2019 • EIN 94-2976402

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

PO Box 354Half Moon Bay, CA 94019

(650) 726-7871

Siviq Scores

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

Liabilities / Assets

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.41x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-4.3%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,996,516

Up $160,546 (+5.7%) from 2018

Net Assets

Up

$2,844,119

Up $234,184 (+9.0%) from 2018

Liabilities

Down

$152,397

Down $73,638 (-33%) from 2018

Revenue

Up

$374,214

Up $147,875 (+65%) from 2018

Expenses

Up

$390,204

Up $71,206 (+22%) from 2018

Net Income

Up

-$15,990

Up $76,669 (+83%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,267,697Liabilities 2011: $170Net Assets 2011: $2,267,5272011Assets 2012: $2,596,873Liabilities 2012: $1,304Net Assets 2012: $2,595,5692012Assets 2013: $3,142,651Liabilities 2013: $250,000Net Assets 2013: $2,892,6512013Assets 2014: $3,171,061Liabilities 2014: $172,476Net Assets 2014: $2,998,5852014Assets 2015: $3,103,144Liabilities 2015: $180,139Net Assets 2015: $2,923,0052015Assets 2016: $3,087,209Liabilities 2016: $184,806Net Assets 2016: $2,902,4032016Assets 2017: $3,196,478Liabilities 2017: $208,034Net Assets 2017: $2,988,4442017Assets 2018: $2,835,970Liabilities 2018: $226,035Net Assets 2018: $2,609,9352018Assets 2019: $2,996,516Liabilities 2019: $152,397Net Assets 2019: $2,844,1192019Assets 2020: $3,286,706Liabilities 2020: $235,527Net Assets 2020: $3,051,1792020Assets 2021: $3,701,488Liabilities 2021: $193,264Net Assets 2021: $3,508,2242021Assets 2022: $2,922,310Liabilities 2022: $185,418Net Assets 2022: $2,736,8922022Assets 2023: $3,348,534Liabilities 2023: $16,534Net Assets 2023: $3,332,0002023Assets 2024: $3,514,633Liabilities 2024: $9,435Net Assets 2024: $3,505,1982024

Highlighted filing

2019

Assets$2,996,516
Liabilities$152,397
Net Assets$2,844,119

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $867,351Expenses 2011: $111,852Net Income 2011: $755,4992011Revenue 2012: $306,221Expenses 2012: $158,054Net Income 2012: $148,1672012Revenue 2013: $354,447Expenses 2013: $339,881Net Income 2013: $14,5662013Revenue 2014: $440,951Expenses 2014: $256,256Net Income 2014: $184,6952014Revenue 2015: $335,559Expenses 2015: $313,139Net Income 2015: $22,4202015Revenue 2016: $289,144Expenses 2016: $407,468Net Income 2016: -$118,3242016Revenue 2017: $249,601Expenses 2017: $367,798Net Income 2017: -$118,1972017Revenue 2018: $226,339Expenses 2018: $318,998Net Income 2018: -$92,6592018Revenue 2019: $374,214Expenses 2019: $390,204Net Income 2019: -$15,9902019Revenue 2020: $264,573Expenses 2020: $458,703Net Income 2020: -$194,1302020Revenue 2021: $426,915Expenses 2021: $378,437Net Income 2021: $48,4782021Revenue 2022: $277,376Expenses 2022: $405,178Net Income 2022: -$127,8022022Revenue 2023: $342,656Expenses 2023: $417,534Net Income 2023: -$74,8782023Revenue 2024: $313,951Expenses 2024: $395,947Net Income 2024: -$81,9962024

Highlighted filing

2019

Revenue$374,214
Expenses$390,204
Net Income-$15,990
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$2,136,519
Mission and Program Overview

Mission

Mission: we champion success for coastside public school students. Cef serves as a student success innovation fund to launch new, creative and powerful initiatives to improve students' education. Its endowment provides the sustainability until these initiatives are woven into the fabric of our community. Cef is an advocate for and funds high leverage programs that have well defined outcomes and can make "big impacts" for student success. In collaboration with coastside school districts, cef identifies clear goals, strategies, and resources required for each initiative to achieve results. There are several major themes for cef basic grant making at this time: - literacy (k-3) - college and career readiness (avid 6th - 12th grades, computer science and science) - critical thinking skills (innovation grants) grants in these areas fund and promote teacher professional development and informational libraries that increase our students' reading proficiency by the end of third grade. Cef has

Cef is serving as a student success innovation fund to promote new, creative and powerful initiatives to improve students' education in our community. It is an advocate for and funds high leverage programs that have well defined outcomes and can make "big impacts" for student success. In collaboration with coastside school districts, cef identifies clear goals, strategies, and resources required for each initiative to achieve results. There are several major themes for cef basic grant making at this time: - literacy (k-3) - college and career readiness (avid 6th - 12th grades, science, social and emotional well being) - learning and enrichment (innovation grants) grants in these areas have funded and promoted teacher professional development and informational libraries that significantly increase our students' reading proficiency by the end of third grade. Cef has also been able to expand the outcome based college and career readiness program (avid) from 6th through 12th grade. Cef lev

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,590,174$2,903,571▲ $313,397
Cash and Non-Interest-Bearing Accounts$185,015$63,561▼ $121,454
Total Assets$2,813,219$2,996,516▲ $183,297
Other Assets Total$38,030$29,384▼ $8,646
Liabilities
Other Liabilities$159,929$152,397▼ $7,532
Total Liabilities$159,929$152,397▼ $7,532
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,588,075$2,613,997▲ $25,922
Net Assets Without Donor Restrictions$65,215$230,122▲ $164,907
Total Net Assets Fund Balance$2,653,290$2,844,119▲ $190,829
Total Liabilities and Net Assets / Fund Balance$2,813,219$2,996,516▲ $183,297

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,582,013$30,000▲ $647,311$93,606$2,903,571
2018$2,891,137$86,848▼ $149,114$55,042$2,582,013
2017$2,750,334$87,713▲ $305,173$57,410$2,891,137
2016$2,739,769$139,492▲ $182,293$99,255$2,750,334
2015$2,874,878$203,663▼ $51,999$94,771$2,739,769
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matt HaugenPresident
Bettina LunasinDirector
Katie AscheroDirector
Rosalva SeguraDirector
Jackson RobertsonCo-vice Pres
Stephanie IzzarelliCo-vice Pres
Anjuli GuptaSecretary
Kevin ConnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,380
Program Service Revenue
$0
Investment Income
$213,301
Other Revenue
$12,533
All Other Contributions
$148,380
Change in Net Assets
$-15,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,100
Salaries, Compensation, and Employee Benefits$156,010
Other Expenses$44,094
Total Fundraising Expense$34,451
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,100--$190,100
Other Salaries and Wages$93,938$6,263$25,050$125,251
Other Employee Benefits$16,410$1,094$4,376$21,880
Advertising$14,017--$14,017
Payroll Taxes$6,659$444$1,776$8,879
Insurance-$6,330-$6,330
Office Expenses-$6,146-$6,146
Occupancy-$4,150-$4,150
Fees for Services Accounting-$3,301-$3,301
All Other Expenses$1,428$1,181-$2,609
Other Expenses-$1,100$3,249$1,100
Total Functional Expenses$322,552$33,201$34,451$390,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabrillo Unified School DistrictHalf Moon Bay, CAGovReading , College$146,500
Cabrillo Unified School DistrictHalf Moon Bay, CAGovCoastside Promise$29,500
Cabrillo Unified School DistrictHalf Moon Bay, CAGovBig Lift Reading$7,600
Cabrillo Unified School DistrictHalf Moon Bay, CAGovScholarships$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,814
Fundraising Direct Expenses$14,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cornhole$14,524$14,524$8,633$5,891
Pumpkin Festiva$9,980$9,980$484$9,496
Total Events$24,504$24,504$9,117$15,387
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cusd Awards to Be Paid Out$136,500
Innovation Grants$9,567
Accrued Pto$6,330
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

The board has a written policy for document retention and destruction.

Form 990, Page 6, Part VI, Line 11B

The treasurer and executive director review the draft form 990 in detail. Once they approve the draft, a draft 990 is provided to all board members for review.

Form 990, Page 6, Part VI, Line 12C

Directors are monitored annually for conflict of interest.

Form 990, Page 6, Part VI, Line 15A

The human resource committee meets at least annually and conducts a performance and compensation review of the executive director.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cabrillo Education Foundation
EIN
94-2976402
Phone
6507267871
Address
PO BOX 354, HALF MOON BAY, CA 94019

Signing Officer

Name
Matt Haugen
Title
President
Phone
6505337989
Signed
2020-11-03

Organization Details

Principal Officer
Matt Haugen
Formed
1985
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
2
Employees
2
Volunteers
20

Preparer

Firm
Coastside Tax Consultants
Address
225 CABRILLO HWY S STE 105D, HALF MOON BAY, CA 94019-7205
Preparer
Cindy Chong
Phone
6507135089
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Cef is serving as a student success innovation fund to promote new, creative and powerful initiatives to improve students' education in our community. It is an advocate for and funds high leverage programs that have well defined outcomes and can make "big impacts" for student success. In collaboration with coastside school districts, cef identifies clear goals, strategies, and resources required for each initiative to achieve results. There are several major themes for cef basic grant making at this time: - literacy (k-3) - college and career readiness (avid 6th - 12th grades, science, social and emotional well being) - learning and enrichment (innovation grants) grants in these areas have funded and promoted teacher professional development and informational libraries that significantly increase our students' reading proficiency by the end of third grade. Cef has also been able to expand the outcome based college and career readiness program (avid) from 6th through 12th grade. Cef leverages the power of its annual endowment distribution to add new programs such as its innovation grants to both cusd faculty and students. These grants seek to identify and support teacher and student innovations that can be gamechangers and potentially taken to scale.

Form 990, Page 2, Part III, Line 4A

Cef accomplishments 2019 literacy - big lift: cabrillo education foundation is a collaborative partner in the cabrillo unified school district working to address the challenges with early literacy. Cef co-wrote the big lift grant, which is funded by the white house's social innovation fund and san mateo county's measure a, with cusd and ccp. Cef also provided the initial community cash match for this grant and continued to do so in 2018. The silicon valley community foundation, google, the coastside children's program among many others continue to partner with cef and the cabrillo unified school district (cusd) to address literacy at the earliest levels. More than 2 million in early learning/literacy funds have been brought into our community due to cef advocacy. Reading proficiency/early literacy: building upon the big lift pre-k literacy efforts, cef funded k-3 programs with the goal of 80% of our students reading proficiently by the end of third grade. Funded programs include the reader's workshop that provides high quality professional development for our teachers through columbia university's teacher's college reading and writing program, as well as "targeted" reading materials across the k-5 grade level range as part of the classrooms' libraries. College/career readiness programs - cef continues to fund the national recognized avid program (advancement via individual determination) for 6th and 12th grade students to develop the organizational skills to be college and career ready. Science teacher collaboration is funded by cef. Approximately 2000 students benefit from the faculty-directed professional development and collaboration which assists secondary science teachers to become models and experts in next generation science standards. Cef partnered with cusd to provide 71,500 for a 5th grade science specialist position. With the support of cef, the 5th grade science teacher will continue to teach 5th grade science and also embed a unit of computer science. The teacher will be able to cover all four elementary sites, a total of approximately 250 students in 9 classrooms. Innovation grants cef recognized the opportunity to inspire innovative ideas across all seven schools in the district by offering 1,000 grants to teachers and students. In 2019 there were a total of eight innovation grants funded across the district. Scholarships cef has partnered with cusd and the la honda pescadero school district in an effort called coastside futures. Through generous partnerships with college futures and tri counties bank, we have been able to fund scholarships for low income students on the coastside. Each year between 25,000 and 30,000 is allocated to qualifying students for last dollar scholarships at the three coastside high schools: half moon bay high school, pilarcitos, and pescadero high school. In 2019, cef/coastside futures distributed 71 scholarships. Cef funding supports students along the pathway from pre-k through college to insure college & career readiness and completion. Cef has seed funded this multi-million dollar pre-k through college initiative with its advocacy and cash match for the big lift early learning grant, k-3 literacy programs, the expansion of the avid college readiness program from 6th-12th grades and now college scholarships. Coastside futures pre-k through college initiative is a collective impact effort, a collaboration that allows expertise and funds to be leveraged. National model & local model our approach to forming collaborative partnerships for greater collective impact has been recognized nationally, statewide, regionally and locally and includes: - invited to the white house in october 2016 to discuss college affordability issues. - recognized as a national model of collective impact and collaboration for student success by the national school foundation association in the spring of 2017. - in 2017 received award recognition from: - u.s. Congress - california state senate - california legis

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The cabrillo education foundation endowment fund is designed to provide a long term, stable source of unrestricted income to the schools within the cabrillo unified school district. Every donation is a lasting gift that will benefit our students and community for generations.

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IRS990/ActivityOrMissionDesc0CEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEV
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IRS990/Desc0CEF ACCOMPLISHMENTS 2019 LITERACY - BIG LIFT: CABRILLO EDUCATION FOUNDATION IS A COLLABORATIVE PARTNER IN THE CABRILLO UNIFIED SCHOOL DISTRICT WORKING TO ADDRESS THE CHALLENGES WITH EARLY LITERACY. CEF CO-WROTE THE BIG LIFT GRANT, WHICH IS FUNDED BY THE WHITE HOUSE'S SOCIAL INNOVATION FUND AND SAN MATEO COUNTY'S MEASURE A, WITH CUSD AND CCP. CEF ALSO PROVIDED THE INITIAL COMMUNITY CASH MATCH FOR THIS GRANT AND CONTINUED TO DO SO IN 2018. THE SILICON VALLEY COMMUNITY FOUNDATION, GOOGLE, THE COASTSIDE CHILDREN'S PROGRAM AMONG MANY OTHERS CONTINUE TO PARTNER WITH CEF AND THE CABRILLO UNIFIED SCHOOL DISTRICT (CUSD) TO ADDRESS LITERACY AT THE EARLIEST LEVELS. MORE THAN 2 MILLION IN EARLY LEARNING/LITERACY FUNDS HAVE BEEN BROUGHT INTO OUR COMMUNITY DUE TO CEF ADVOCACY. READING PROFICIENCY/EARLY LITERACY: BUILDING UPON THE BIG LIFT PRE-K LITERACY EFFORTS, CEF FUNDED K-3 PROGRAMS WITH THE GOAL OF 80% OF OUR STUDENTS READING PROFICIENTLY BY THE END OF THIRD GRADE. FUNDED PROGRAMS INCLUDE THE READER'S WORKSHOP THAT PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR OUR TEACHERS THROUGH COLUMBIA UNIVERSITY'S TEACHER'S COLLEGE READING AND WRITING PROGRAM, AS WELL AS "TARGETED" READING MATERIALS ACROSS THE K-5 GRADE LEVEL RANGE AS PART OF THE CLASSROOMS' LIBRARIES. COLLEGE/CAREER READINESS PROGRAMS - CEF CONTINUES TO FUND THE NATIONAL RECOGNIZED AVID PROGRAM (ADVANCEMENT VIA INDIVIDUAL DETERMINATION) FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. SCIENCE TEACHER COLLABORATION IS FUNDED BY CEF. APPROXIMATELY 2000 STUDENTS BENEFIT FROM THE FACULTY-DIRECTED PROFESSIONAL DEVELOPMENT AND COLLABORATION WHICH ASSISTS SECONDARY SCIENCE TEACHERS TO BECOME MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH CUSD TO PROVIDE 71,500 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER WILL CONTINUE TO TEACH 5TH GRADE SCIENCE AND ALSO EMBED A UNIT OF COMPUTER SCIENCE. THE TEACHER WILL BE ABLE TO COVER ALL FOUR ELEMENTARY SITES, A TOTAL OF APPROXIMATELY 250 STUDENTS IN 9 CLASSROOMS. INNOVATION GRANTS CEF RECOGNIZED THE OPPORTUNITY TO INSPIRE INNOVATIVE IDEAS ACROSS ALL SEVEN SCHOOLS IN THE DISTRICT BY OFFERING 1,000 GRANTS TO TEACHERS AND STUDENTS. IN 2019 THERE WERE A TOTAL OF EIGHT INNOVATION GRANTS FUNDED ACROSS THE DISTRICT. SCHOLARSHIPS CEF HAS PARTNERED WITH CUSD AND THE LA HONDA PESCADERO SCHOOL DISTRICT IN AN EFFORT CALLED COASTSIDE FUTURES. THROUGH GENEROUS PARTNERSHIPS WITH COLLEGE FUTURES AND TRI COUNTIES BANK, WE HAVE BEEN ABLE TO FUND SCHOLARSHIPS FOR LOW INCOME STUDENTS ON THE COASTSIDE. EACH YEAR BETWEEN 25,000 AND 30,000 IS ALLOCATED TO QUALIFYING STUDENTS FOR LAST DOLLAR SCHOLARSHIPS AT THE THREE COASTSIDE HIGH SCHOOLS: HALF MOON BAY HIGH SCHOOL, PILARCITOS, AND PESCADERO HIGH SCHOOL. IN 2019, CEF/COASTSIDE FUTURES DISTRIBUTED 71 SCHOLARSHIPS. CEF FUNDING SUPPORTS STUDENTS ALONG THE PATHWAY FROM PRE-K THROUGH COLLEGE TO INSURE COLLEGE & CAREER READINESS AND COMPLETION. CEF HAS SEED FUNDED THIS MULTI-MILLION DOLLAR PRE-K THROUGH COLLEGE INITIATIVE WITH ITS ADVOCACY AND CASH MATCH FOR THE BIG LIFT EARLY LEARNING GRANT, K-3 LITERACY PROGRAMS, THE EXPANSION OF THE AVID COLLEGE READINESS PROGRAM FROM 6TH-12TH GRADES AND NOW COLLEGE SCHOLARSHIPS. COASTSIDE FUTURES PRE-K THROUGH COLLEGE INITIATIVE IS A COLLECTIVE IMPACT EFFORT, A COLLABORATION THAT ALLOWS EXPERTISE AND FUNDS TO BE LEVERAGED. NATIONAL MODEL & LOCAL MODEL OUR APPROACH TO FORMING COLLABORATIVE PARTNERSHIPS FOR GREATER COLLECTIVE IMPACT HAS BEEN RECOGNIZED NATIONALLY, STATEWIDE, REGIONALLY AND LOCALLY AND INCLUDES: - INVITED TO THE WHITE HOUSE IN OCTOBER 2016 TO DISCUSS COLLEGE AFFORDABILITY ISSUES. - RECOGNIZED AS A NATIONAL MODEL OF COLLECTIVE IMPACT AND COLLABORATION FOR STUDENT SUCCESS BY THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN THE SPRING OF 2017. - IN 2017 RECEIVED AWARD RECOGNITION FROM: - U.S. CONGRESS - CALIFORNIA STATE SENATE - CALIFORNIA LEGIS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVERAGES THE POWER OF ITS ANNUAL ENDOWMENT DISTRIBUTION TO ADD NEW PROGRAMS SUCH AS ITS INNOVATION GRANTS TO BOTH CUSD FACULTY AND STUDENTS. THESE GRANTS SEEK TO IDENTIFY AND SUPPORT TEACHER AND STUDENT INNOVATIONS THAT CAN BE GAMECHANGERS AND POTENTIALLY TAKEN TO SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CEF ACCOMPLISHMENTS 2019 LITERACY - BIG LIFT: CABRILLO EDUCATION FOUNDATION IS A COLLABORATIVE PARTNER IN THE CABRILLO UNIFIED SCHOOL DISTRICT WORKING TO ADDRESS THE CHALLENGES WITH EARLY LITERACY. CEF CO-WROTE THE BIG LIFT GRANT, WHICH IS FUNDED BY THE WHITE HOUSE'S SOCIAL INNOVATION FUND AND SAN MATEO COUNTY'S MEASURE A, WITH CUSD AND CCP. CEF ALSO PROVIDED THE INITIAL COMMUNITY CASH MATCH FOR THIS GRANT AND CONTINUED TO DO SO IN 2018. THE SILICON VALLEY COMMUNITY FOUNDATION, GOOGLE, THE COASTSIDE CHILDREN'S PROGRAM AMONG MANY OTHERS CONTINUE TO PARTNER WITH CEF AND THE CABRILLO UNIFIED SCHOOL DISTRICT (CUSD) TO ADDRESS LITERACY AT THE EARLIEST LEVELS. MORE THAN 2 MILLION IN EARLY LEARNING/LITERACY FUNDS HAVE BEEN BROUGHT INTO OUR COMMUNITY DUE TO CEF ADVOCACY. READING PROFICIENCY/EARLY LITERACY: BUILDING UPON THE BIG LIFT PRE-K LITERACY EFFORTS, CEF FUNDED K-3 PROGRAMS WITH THE GOAL OF 80% OF OUR STUDENTS READING PROFICIENTLY BY THE END OF THIRD GRADE. FUNDED PROGRAMS INCLUDE THE READER'S WORKSHOP THAT PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR OUR TEACHERS THROUGH COLUMBIA UNIVERSITY'S TEACHER'S COLLEGE READING AND WRITING PROGRAM, AS WELL AS "TARGETED" READING MATERIALS ACROSS THE K-5 GRADE LEVEL RANGE AS PART OF THE CLASSROOMS' LIBRARIES. COLLEGE/CAREER READINESS PROGRAMS - CEF CONTINUES TO FUND THE NATIONAL RECOGNIZED AVID PROGRAM (ADVANCEMENT VIA INDIVIDUAL DETERMINATION) FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. SCIENCE TEACHER COLLABORATION IS FUNDED BY CEF. APPROXIMATELY 2000 STUDENTS BENEFIT FROM THE FACULTY-DIRECTED PROFESSIONAL DEVELOPMENT AND COLLABORATION WHICH ASSISTS SECONDARY SCIENCE TEACHERS TO BECOME MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH CUSD TO PROVIDE 71,500 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER WILL CONTINUE TO TEACH 5TH GRADE SCIENCE AND ALSO EMBED A UNIT OF COMPUTER SCIENCE. THE TEACHER WILL BE ABLE TO COVER ALL FOUR ELEMENTARY SITES, A TOTAL OF APPROXIMATELY 250 STUDENTS IN 9 CLASSROOMS. INNOVATION GRANTS CEF RECOGNIZED THE OPPORTUNITY TO INSPIRE INNOVATIVE IDEAS ACROSS ALL SEVEN SCHOOLS IN THE DISTRICT BY OFFERING 1,000 GRANTS TO TEACHERS AND STUDENTS. IN 2019 THERE WERE A TOTAL OF EIGHT INNOVATION GRANTS FUNDED ACROSS THE DISTRICT. SCHOLARSHIPS CEF HAS PARTNERED WITH CUSD AND THE LA HONDA PESCADERO SCHOOL DISTRICT IN AN EFFORT CALLED COASTSIDE FUTURES. THROUGH GENEROUS PARTNERSHIPS WITH COLLEGE FUTURES AND TRI COUNTIES BANK, WE HAVE BEEN ABLE TO FUND SCHOLARSHIPS FOR LOW INCOME STUDENTS ON THE COASTSIDE. EACH YEAR BETWEEN 25,000 AND 30,000 IS ALLOCATED TO QUALIFYING STUDENTS FOR LAST DOLLAR SCHOLARSHIPS AT THE THREE COASTSIDE HIGH SCHOOLS: HALF MOON BAY HIGH SCHOOL, PILARCITOS, AND PESCADERO HIGH SCHOOL. IN 2019, CEF/COASTSIDE FUTURES DISTRIBUTED 71 SCHOLARSHIPS. CEF FUNDING SUPPORTS STUDENTS ALONG THE PATHWAY FROM PRE-K THROUGH COLLEGE TO INSURE COLLEGE & CAREER READINESS AND COMPLETION. CEF HAS SEED FUNDED THIS MULTI-MILLION DOLLAR PRE-K THROUGH COLLEGE INITIATIVE WITH ITS ADVOCACY AND CASH MATCH FOR THE BIG LIFT EARLY LEARNING GRANT, K-3 LITERACY PROGRAMS, THE EXPANSION OF THE AVID COLLEGE READINESS PROGRAM FROM 6TH-12TH GRADES AND NOW COLLEGE SCHOLARSHIPS. COASTSIDE FUTURES PRE-K THROUGH COLLEGE INITIATIVE IS A COLLECTIVE IMPACT EFFORT, A COLLABORATION THAT ALLOWS EXPERTISE AND FUNDS TO BE LEVERAGED. NATIONAL MODEL & LOCAL MODEL OUR APPROACH TO FORMING COLLABORATIVE PARTNERSHIPS FOR GREATER COLLECTIVE IMPACT HAS BEEN RECOGNIZED NATIONALLY, STATEWIDE, REGIONALLY AND LOCALLY AND INCLUDES: - INVITED TO THE WHITE HOUSE IN OCTOBER 2016 TO DISCUSS COLLEGE AFFORDABILITY ISSUES. - RECOGNIZED AS A NATIONAL MODEL OF COLLECTIVE IMPACT AND COLLABORATION FOR STUDENT SUCCESS BY THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN THE SPRING OF 2017. - IN 2017 RECEIVED AWARD RECOGNITION FROM: - U.S. CONGRESS - CALIFORNIA STATE SENATE - CALIFORNIA LEGIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE DRAFT FORM 990 IN DETAIL. ONCE THEY APPROVE THE DRAFT, A DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTORS ARE MONITORED ANNUALLY FOR CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE HUMAN RESOURCE COMMITTEE MEETS AT LEAST ANNUALLY AND CONDUCTS A PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.51$0.31$0.40$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.02$3.33$0.34$0.42$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.19$2.74$0.28$0.41$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.19$3.51$0.43$0.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.24$3.05$0.26$0.46$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.15$2.84$0.37$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.23$2.61$0.23$0.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.21$2.99$0.25$0.37$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.18$2.90$0.29$0.41$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.18$2.92$0.34$0.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.17$3.00$0.44$0.26$0.18
2013Summary only. Only limited summary data is available for this year.$3.14$0.25$2.89$0.35$0.34$0.01
2012Summary only. Only limited summary data is available for this year.$2.60$0.00$2.60$0.31$0.16$0.15
2011Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.87$0.11$0.76