Civic Intelligence

San Marino Schools Foundation

EIN 95-3507283 • 501(c)3 • San Marino, CA

Profile

SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School and San Marino High School and support full-time teachers.

1665 West DriveSan Marino, CA 91108

www.smsf.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-5.8%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$77,713

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

10.0%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,971,632

Up $83,474 (+1.7%) from 2023

Liabilities

Down

$14,421

Down $14,508 (-50%) from 2023

Net Assets

Up

$4,957,211

Up $97,982 (+2.0%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin27th percentile

Revenue

Up

$2,289,924

Up $207,915 (+10.0%) from 2023

Expenses

Down

$2,423,112

Down $49,899 (-2.0%) from 2023

Net Income

Up

-$133,188

Up $257,814 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$10M$5.0M$0Assets 2011: $4,561,279Liabilities 2011: $1,380,386Net Assets 2011: $3,180,8932011Assets 2012: $5,292,179Liabilities 2012: $2,107,158Net Assets 2012: $3,185,0212012Assets 2013: $5,186,309Liabilities 2013: $1,793,771Net Assets 2013: $3,392,5382013Assets 2014: $5,139,955Liabilities 2014: $1,518,074Net Assets 2014: $3,621,8812014Assets 2015: $4,854,580Liabilities 2015: $1,188,469Net Assets 2015: $3,666,1112015Assets 2016: $5,830,703Liabilities 2016: $1,020,796Net Assets 2016: $4,809,9072016Assets 2017: $8,534,264Liabilities 2017: $1,012,952Net Assets 2017: $7,521,3122017Assets 2018: $9,372,215Liabilities 2018: $7,500Net Assets 2018: $9,364,7152018Assets 2019: $5,143,732Liabilities 2019: $18,409Net Assets 2019: $5,125,3232019Assets 2020: $5,483,776Liabilities 2020: $48,395Net Assets 2020: $5,435,3812020Assets 2021: $5,989,460Liabilities 2021: $18,652Net Assets 2021: $5,970,8082021Assets 2022: $4,976,220Liabilities 2022: $9,277Net Assets 2022: $4,966,9432022Assets 2023: $4,888,158Liabilities 2023: $28,929Net Assets 2023: $4,859,2292023Assets 2024: $4,971,632Liabilities 2024: $14,421Net Assets 2024: $4,957,2112024

Highlighted filing

2024

Assets$4,971,632
Liabilities$14,421
Net Assets$4,957,211
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,077,030Expenses 2011: $3,034,363Net Income 2011: $42,6672011Revenue 2012: $3,386,012Expenses 2012: $3,332,466Net Income 2012: $53,5462012Revenue 2013: $3,128,914Expenses 2013: $3,072,570Net Income 2013: $56,3442013Revenue 2014: $2,818,806Expenses 2014: $2,754,629Net Income 2014: $64,1772014Revenue 2015: $2,496,727Expenses 2015: $2,446,205Net Income 2015: $50,5222015Revenue 2016: $3,941,247Expenses 2016: $2,736,015Net Income 2016: $1,205,2322016Revenue 2017: $5,158,110Expenses 2017: $2,446,705Net Income 2017: $2,711,4052017Revenue 2018: $3,409,469Expenses 2018: $1,566,066Net Income 2018: $1,843,4032018Revenue 2019: $2,601,421Expenses 2019: $6,840,813Net Income 2019: -$4,239,3922019Revenue 2020: $3,271,048Expenses 2020: $2,960,990Net Income 2020: $310,0582020Revenue 2021: $3,483,281Expenses 2021: $3,518,505Net Income 2021: -$35,2242021Revenue 2022: $2,509,888Expenses 2022: $2,315,946Net Income 2022: $193,9422022Revenue 2023: $2,082,009Expenses 2023: $2,473,011Net Income 2023: -$391,0022023Revenue 2024: $2,289,924Expenses 2024: $2,423,112Net Income 2024: -$133,1882024

Highlighted filing

2024

Revenue$2,289,924
Expenses$2,423,112
Net Income-$133,188
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,971,632
Liabilities
$14,421
Net assets
$4,957,211
Revenue
$2,289,924
Expenses
$2,423,112
Net income
-$133,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$2.29$2.42$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.03$4.86$2.08$2.47$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.01$4.97$2.51$2.32$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.02$5.97$3.48$3.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.05$5.44$3.27$2.96$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.02$5.13$2.60$6.84$4.24
2018Detailed filing. Detailed filing data is available for this year.$9.37$0.01$9.36$3.41$1.57$1.84
2017Detailed filing. Detailed filing data is available for this year.$8.53$1.01$7.52$5.16$2.45$2.71
2016Detailed filing. Detailed filing data is available for this year.$5.83$1.02$4.81$3.94$2.74$1.21
2015Detailed filing. Detailed filing data is available for this year.$4.85$1.19$3.67$2.50$2.45$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.14$1.52$3.62$2.82$2.75$0.06
2013Summary only. Only limited summary data is available for this year.$5.19$1.79$3.39$3.13$3.07$0.06
2012Summary only. Only limited summary data is available for this year.$5.29$2.11$3.19$3.39$3.33$0.05
2011Summary only. Only limited summary data is available for this year.$4.56$1.38$3.18$3.08$3.03$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$2,289,924
Mission and Program Overview

Mission

SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School and San Marino High School and support full-time teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,533,678$4,769,677▲ $235,999
Savings and Temporary Cash Investments$329,488$180,873▼ $148,615
Cash and Non-Interest-Bearing Accounts$13,968$14,200▲ $232
Prepaid Expenses and Deferred Charges$11,024$6,882▼ $4,142
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,888,158$4,971,632▲ $83,474
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$24,429$14,421▼ $10,008
Deferred Revenue$4,500--
Total Liabilities$28,929$14,421▼ $14,508
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,001,537$3,543,243▼ $458,294
Net Assets With Donor Restrictions$857,692$1,413,968▲ $556,276
Total Net Assets Fund Balance$4,859,229$4,957,211▲ $97,982
Total Liabilities and Net Assets / Fund Balance$4,888,158$4,971,632▲ $83,474

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$16,681$16,681

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,526,995-▲ $236,556-$4,763,551
2022$4,239,465-▲ $287,530-$4,526,995
2021$4,841,081-▼ $601,616-$4,239,465
2020$3,927,240$4,034▲ $1,008,937-$5,039,341
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathryn OliverosManagerFT$77,713$77,713

Board Members and Trustees

NameTitle
Allison MollerPresident
James LauExec. Director
Alex WatlingtonTrustee
Alisa YinglingTrustee
Alvin ChenTrustee
Andrew ChanTrustee
Annie ShihTrustee
Beth DavisTrustee
Charles ChienTrustee
Daisy WilsonTrustee
Dominic HansaTrustee
Emily VitanTrustee
Issa NesnasTrustee
Jennifer Dill KamalTrustee
Julianna BalickaTrustee
Karen WickeTrustee
Laura RepstadTrustee
Leanne ChuTrustee
Maurice SaldebarTrustee
Michele EsbenshadeTrustee
Patty SaboTrustee
Tony WooTrustee
Rich AnthonySecretary
Lisa WangTreasurer
Toby HsiehVP - Admin
Tom KochVP-Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$2,105,376
Program Service Revenue
$0
Investment Income
$183,908
Other Revenue
$640
All Other Contributions
$2,105,376
Change in Net Assets
$-133,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,289,924
Total Revenue per Audited Statements
$2,289,924
Total Revenue per Form 990
$2,289,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,099,991
Other Expenses$215,832
Salaries, Compensation, and Employee Benefits$107,289
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,099,991--$2,099,991
Current Officers, Directors, Trustees, and Key Employees$63,258$15,815-$79,073
Fees for Service Investment Mgmnt Fees$36,067--$36,067
Fees for Services Accounting-$30,900-$30,900
Other Salaries and Wages$16,030$4,008-$20,038
Occupancy-$18,000-$18,000
Information Technology$12,030--$12,030
Office Expenses-$11,942-$11,942
Payroll Taxes$6,542$1,636-$8,178
Insurance$5,637$1,879-$7,516
Advertising$3,980--$3,980
Other Expenses$200--$200
Total Functional Expenses$2,338,932$84,180$0$2,423,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,423,112
Total Expenses per Audited Statements$2,423,112
Total Expenses per Form 990$2,423,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Marino Unified School DisSan Marino, CA-operational$2,149,585
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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

“The treasurer reviews with the accountant and compares to the Audited Financial Statements. The form is then distributed to the board for their review and comments.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Marino Schools Foundation
EIN
95-3507283
Phone
6262997114
Address
1665 West Drive, San Marino, CA 91108

Signing Officer

Name
Kathryn Oliveros
Title
Manager
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Moller
Formed
1980
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
18
Employees
3
Volunteers
33

Preparer

Firm
990specialistcom
Address
810 ROANOKE RD, SAN MARINO, CA 91108
Preparer
Wendy Kohno
Phone
6268172498
Raw XML AppendixShowing 400 of 627 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/Form990PartVIISectionAGrp/PersonNm2Toby Hsieh
IRS990/Form990PartVIISectionAGrp/PersonNm3Tom Koch
IRS990/Form990PartVIISectionAGrp/PersonNm4Lisa Wang
IRS990/Form990PartVIISectionAGrp/PersonNm5Rich Anthony
IRS990/Form990PartVIISectionAGrp/PersonNm6Julianna Balicka
IRS990/Form990PartVIISectionAGrp/PersonNm7Andrew Chan
IRS990/Form990PartVIISectionAGrp/PersonNm8Alvin Chen
IRS990/Form990PartVIISectionAGrp/PersonNm9Charles Chien
IRS990/Form990PartVIISectionAGrp/PersonNm10Leanne Chu
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IRS990/Form990PartVIISectionAGrp/PersonNm22Karen Wicke
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IRS990/Form990PartVIISectionAGrp/PersonNm24Tony Woo
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IRS990/MissionDesc0SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School and San Marino High School and support full-time teachers.
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