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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-1.8%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets29th 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 / Revenue31st percentileNet Margin15th 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 Growth32nd 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 Growth16th 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 KL Carver Elementary School, Valentine Elementary School, Henry E. Huntington Middle School and San Marino High School and support full-time teachers.

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 PayScore unavailable

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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024429
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014421
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SMSF'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.
IRS990/AdvertisingGrp/ProgramServicesAmt03980
IRS990/AdvertisingGrp/TotalAmt03980
IRS990/AllOtherContributionsAmt02105376
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Zeina Daoud
IRS990/BooksInCareOfDetail/PhoneNum06262997014
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01665 West Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Marino
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091108
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt013968
IRS990/CashNonInterestBearingGrp/EOYAmt014200
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt015815
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt063258
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt079073
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02105376
IRS990/CYGrantsAndSimilarPaidAmt02099991
IRS990/CYInvestmentIncomeAmt0183908
IRS990/CYOtherExpensesAmt0215832
IRS990/CYOtherRevenueAmt0640
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-133188
IRS990/CYSalariesCompEmpBnftPaidAmt0107289
IRS990/CYTotalExpensesAmt02423112
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02289924
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt04500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The San Marino Schools Foundation (SMSF) is a California non-profit organization founded in 1980 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. In 2023-2024, SMSF raised over $2.1 million to help support 34 full-time teachers
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt018000
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0857692
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01413968
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02338932
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030900
IRS990/FeesForServicesAccountingGrp/TotalAmt030900
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt036067
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt036067
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt252.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/PersonNm0Kathryn Oliveros
IRS990/Form990PartVIISectionAGrp/PersonNm1Allison Moller
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
IRS990/Form990PartVIISectionAGrp/PersonNm11Beth Davis
IRS990/Form990PartVIISectionAGrp/PersonNm12Jennifer Dill Kamal
IRS990/Form990PartVIISectionAGrp/PersonNm13Michele Esbenshade
IRS990/Form990PartVIISectionAGrp/PersonNm14Dominic Hansa
IRS990/Form990PartVIISectionAGrp/PersonNm15Issa Nesnas
IRS990/Form990PartVIISectionAGrp/PersonNm16Laura Repstad
IRS990/Form990PartVIISectionAGrp/PersonNm17Patty Sabo
IRS990/Form990PartVIISectionAGrp/PersonNm18Maurice Saldebar
IRS990/Form990PartVIISectionAGrp/PersonNm19Annie Shih
IRS990/Form990PartVIISectionAGrp/PersonNm20Emily Vitan
IRS990/Form990PartVIISectionAGrp/PersonNm21Alex Watlington
IRS990/Form990PartVIISectionAGrp/PersonNm22Karen Wicke
IRS990/Form990PartVIISectionAGrp/PersonNm23Daisy Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm24Tony Woo
IRS990/Form990PartVIISectionAGrp/PersonNm25Alisa Yingling
IRS990/Form990PartVIISectionAGrp/PersonNm26James Lau
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt077713
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/ReportableCompFromOrgAmt260
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/TitleTxt0Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP - Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP-Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
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/TitleTxt25Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26Exec. Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt082198
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt02149586
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02099991
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02099991
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt082198
IRS990/GrossReceiptsAmt02289924
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt012030
IRS990/InformationTechnologyGrp/TotalAmt012030
IRS990/InsuranceGrp/ManagementAndGeneralAmt01879
IRS990/InsuranceGrp/ProgramServicesAmt05637
IRS990/InsuranceGrp/TotalAmt07516
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0101710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101710
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04533678
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04769677
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt016681
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04859229
IRS990/NetAssetsOrFundBalancesEOYAmt04957211
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt082198
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082198
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0213170
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04001537
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03543243
IRS990/NoncashContributionsAmt018000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt018000
IRS990/OccupancyGrp/TotalAmt018000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011942
IRS990/OfficeExpensesGrp/TotalAmt011942
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Donor Development
IRS990/OtherExpensesGrp/Desc1Merchant Fees
IRS990/OtherExpensesGrp/Desc2Bank Fees
IRS990/OtherExpensesGrp/Desc3Miscellaneous Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt049381
IRS990/OtherExpensesGrp/ProgramServicesAmt143585
IRS990/OtherExpensesGrp/ProgramServicesAmt22231

Document Assets

No mirrored PDF or thumbnail assets are attached yet.