Civic Intelligence

The Family School

EIN 94-2978835 • 501(c)3 • San Francisco, CA

Pub. 78 Eligible

Profile

To serve economically disadvantaged families through services including responsible parenting, family support and on site child care.

3101 Mission Street 101San Francisco, CA 94110

www.thefamilyschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$100,823

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

12th percentile

-17%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

6.0%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$464,827

Down $92,979 (-17%) from 2024

Liabilities

Down

$52,603

Down $108,756 (-67%) from 2024

Net Assets

Up

$412,224

Up $15,777 (+4.0%) from 2024

Revenue

Up

$1,117,230

Up $63,001 (+6.0%) from 2024

Expenses

Up

$1,101,453

Up $30,677 (+2.9%) from 2024

Net Income

Up

$15,777

Up $32,324 (+195%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $249,787Liabilities 2010: $33,793Net Assets 2010: $215,9942010Assets 2011: $289,644Liabilities 2011: $60,068Net Assets 2011: $229,5762011Assets 2012: $286,676Liabilities 2012: $87,061Net Assets 2012: $199,6152012Assets 2013: $299,685Liabilities 2013: $82,287Net Assets 2013: $217,3982013Assets 2014: $302,576Liabilities 2014: $57,261Net Assets 2014: $245,3152014Assets 2015: $307,179Liabilities 2015: $59,256Net Assets 2015: $247,9232015Assets 2016: $378,020Liabilities 2016: $89,019Net Assets 2016: $289,0012016Assets 2017: $342,692Liabilities 2017: $43,239Net Assets 2017: $299,4532017Assets 2018: $354,021Liabilities 2018: $49,596Net Assets 2018: $304,4252018Assets 2019: $222,631Liabilities 2019: $49,108Net Assets 2019: $173,5232019Assets 2020: $292,551Liabilities 2020: $141,188Net Assets 2020: $151,3632020Assets 2021: $458,198Liabilities 2021: $40,929Net Assets 2021: $417,2692021Assets 2022: $518,346Liabilities 2022: $35,529Net Assets 2022: $482,8172022Assets 2023: $592,298Liabilities 2023: $179,304Net Assets 2023: $412,9942023Assets 2024: $557,806Liabilities 2024: $161,359Net Assets 2024: $396,4472024Assets 2025: $464,827Liabilities 2025: $52,603Net Assets 2025: $412,2242025

Highlighted filing

2025

Assets$464,827
Liabilities$52,603
Net Assets$412,224

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $523,0942010Expenses 2011: $489,1312011Expenses 2012: $469,5612012Expenses 2013: $492,8902013Revenue 2014: $574,047Expenses 2014: $546,130Net Income 2014: $27,9172014Revenue 2015: $574,495Expenses 2015: $571,887Net Income 2015: $2,6082015Revenue 2016: $593,031Expenses 2016: $551,953Net Income 2016: $41,0782016Revenue 2017: $552,936Expenses 2017: $544,068Net Income 2017: $8,8682017Revenue 2018: $605,995Expenses 2018: $601,023Net Income 2018: $4,9722018Revenue 2019: $679,330Expenses 2019: $642,460Net Income 2019: $36,8702019Revenue 2020: $656,331Expenses 2020: $678,491Net Income 2020: -$22,1602020Revenue 2021: $892,862Expenses 2021: $626,956Net Income 2021: $265,9062021Revenue 2022: $745,040Expenses 2022: $679,392Net Income 2022: $65,6482022Revenue 2023: $862,216Expenses 2023: $932,039Net Income 2023: -$69,8232023Revenue 2024: $1,054,229Expenses 2024: $1,070,776Net Income 2024: -$16,5472024Revenue 2025: $1,117,230Expenses 2025: $1,101,453Net Income 2025: $15,7772025

Highlighted filing

2025

Revenue$1,117,230
Expenses$1,101,453
Net Income$15,777

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$1.12$1.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.16$0.40$1.05$1.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.18$0.41$0.86$0.93$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.04$0.48$0.75$0.68$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.04$0.42$0.89$0.63$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.14$0.15$0.66$0.68$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.05$0.17$0.68$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.05$0.30$0.61$0.60$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.04$0.30$0.55$0.54$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.09$0.29$0.59$0.55$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$0.57$0.57$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.06$0.25$0.57$0.55$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.08$0.22$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.09$0.20$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.06$0.23$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.03$0.22$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 16, 2026
Return Version
2024v5.5
Gross Receipts
$1,117,230
Mission and Program Overview

Mission

To serve economically disadvantaged families through services including responsible parenting, family support and on site child care.

To assist families in making the transition from welfare dependency to self sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$476,031$358,789▼ $117,242
Savings and Temporary Cash Investments$54,458$54,458→ $0
Land, Buildings, and Equipment, Net$1,310$23,033▲ $21,723
Accounts Receivable$10,353$9,717▼ $636
Prepaid Expenses and Deferred Charges$1,434$4,610▲ $3,176
Total Assets$557,806$464,827▼ $92,979
Other Assets Total$14,220$14,220→ $0
Liabilities
Accounts Payable and Accrued Expenses$161,359$52,603▼ $108,756
Total Liabilities$161,359$52,603▼ $108,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$396,447$412,224▲ $15,777
Total Net Assets Fund Balance$396,447$412,224▲ $15,777
Total Liabilities and Net Assets / Fund Balance$557,806$464,827▼ $92,979

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$786$154,312$155,098
Buildings$22,247$118,124$140,371
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia BecerraProgram DirectorFT$87,518$13,305$100,823
Wayne LeeDirector of Finance and AdminisPT$50,723$2,613$53,336

Board Members and Trustees

NameTitle
Louis Alessandria JrPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$703,865
Program Service Revenue
$413,365
Investment Income
$0
Other Revenue
$0
All Other Contributions
$20
Change in Net Assets
$15,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$860,412
Other Expenses$241,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$567,973--$567,973
Current Officers, Directors, Trustees, and Key Employees$101,439$53,336-$154,775
Occupancy$97,272$9,105-$106,377
Other Employee Benefits$68,133--$68,133
Payroll Taxes$53,388$638-$54,026
Pension Plan Contributions$15,505--$15,505
Office Expenses$11,862$2,206-$14,068
Other Expenses$12,020$19,535-$12,020
Insurance$6,532$617-$7,149
Fees for Services Accounting-$4,690-$4,690
Fees for Services Other$2,280--$2,280
All Other Expenses$580$684-$1,264
Depreciation Depletion$813--$813
Conferences and Meetings$97--$97
Total Functional Expenses$1,010,642$90,811$0$1,101,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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 return is provided to the organization for review. Once approved by the board of directors, the return is finalized and copies are provided for the client's files and returns are electronically filed with the internal revenue service and state taxing authority.

Form 990, Part VI, Section B, Line 12C

The agency prohibits employees from engaging in any activity, practice, or act that conflicts with, or appears to conflict with, the interests of the agency and/or our clients. This specifically includes, but is not limited to, being employed by, serving on the board of, or serving in any advisory capacity, whether paid or non-paid, for any organization that is or has the potential to be an agency funding source. Employees with questions about the appropriateness of any outside employment, or any other action or outside activiy, are to seek clarification from the executive director.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents,its articles of incorporation, by laws and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Family School
EIN
94-2978835
Phone
4155504173
Address
3101 MISSION STREET 101, SAN FRANCISCO, CA 94110

Signing Officer

Name
Wayne Lee
Title
Director of Finance and Administration
Phone
4155504173
Signed
2026-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Lee
Formed
1985
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
13
Volunteers
1

Preparer

Firm
Cbiz Advisors LLC
Address
1 MONTGOMERY ST SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Ronald Simonian
Phone
4153974444
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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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IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FAMILY SCHOOL PUBLISHES A PUBLIC NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY. THE FAMILY SCHOOL ENROLLS AND SERVES STUDENTS OF ALL RACIAL BACKGROUNDS ON A REGULAR BASIS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1DURING THE FISCAL YEAR ENDING 06/30/24, THE ORGANIZATION RECEIVED $44,020 IN GRANTS FROM THE CALIFORNIA DEPARTMENT OF EDUCATION CHILD NUTRITION PROGRAM FOR THE PURPOSE OF SUBSIDIZING THE SCHOOL PROVIDED LUNCHES. THE ORGANIZATION ALSO RECEIVED $221,300 FROM THE SAN FRANCISCO OFFICE OF EARLY CARE AND EDUCATION. THESE AMOUNTS WERE RECEIVED FOR THE PURPOSE OF SUBSIDIZING WORKFORCE COMPENSATION. IN ADDITION, THE ORGANIZATION ALSO RECEIVED $414,232 FROM THE SAN FRANCISCO OFFICE OF EARLY CARE AND EDUCATION FOR THE PURPOSE OF SUBSIDIZING PROGRAM EXPENSES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE RETURN IS PROVIDED TO THE ORGANIZATION FOR REVIEW. ONCE APPROVED BY THE BOARD OF DIRECTORS, THE RETURN IS FINALIZED AND COPIES ARE PROVIDED FOR THE CLIENT'S FILES AND RETURNS ARE ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AGENCY PROHIBITS EMPLOYEES FROM ENGAGING IN ANY ACTIVITY, PRACTICE, OR ACT THAT CONFLICTS WITH, OR APPEARS TO CONFLICT WITH, THE INTERESTS OF THE AGENCY AND/OR OUR CLIENTS. THIS SPECIFICALLY INCLUDES, BUT IS NOT LIMITED TO, BEING EMPLOYED BY, SERVING ON THE BOARD OF, OR SERVING IN ANY ADVISORY CAPACITY, WHETHER PAID OR NON-PAID, FOR ANY ORGANIZATION THAT IS OR HAS THE POTENTIAL TO BE AN AGENCY FUNDING SOURCE. EMPLOYEES WITH QUESTIONS ABOUT THE APPROPRIATENESS OF ANY OUTSIDE EMPLOYMENT, OR ANY OTHER ACTION OR OUTSIDE ACTIVIY, ARE TO SEEK CLARIFICATION FROM THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,ITS ARTICLES OF INCORPORATION, BY LAWS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0557806
IRS990/TotalAssetsEOYAmt0464827
IRS990/TotalAssetsGrp/BOYAmt0557806
IRS990/TotalAssetsGrp/EOYAmt0464827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0703865
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt090811
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01010642
IRS990/TotalFunctionalExpensesGrp/TotalAmt01101453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0161359
IRS990/TotalLiabilitiesEOYAmt052603
IRS990/TotalLiabilitiesGrp/BOYAmt0161359
IRS990/TotalLiabilitiesGrp/EOYAmt052603
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396447
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0412224
IRS990/TotalOtherCompensationAmt015918
IRS990/TotalProgramServiceExpensesAmt01010642
IRS990/TotalProgramServiceRevenueAmt0413365
IRS990/TotalReportableCompFromOrgAmt0138241
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0413365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01117230
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0557806
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0464827
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03101 MISSION STREET 101
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094110
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.THEFAMILYSCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR. OF FINANCE AND ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum04155504173
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FAMILY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0942978835
ReturnHeader/Filer/PhoneNum04155504173
ReturnHeader/Filer/USAddress/AddressLine1Txt03101 MISSION STREET 101
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 MONTGOMERY ST SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04153974444
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SIMONIAN
ReturnHeader/ReturnTs02026-03-18T16:38:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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