Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2019 • EIN 95-3768448

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 18, 2020

Organization ProfileWWW.CARLSBADED.ORG

View Organization Page

5631 PALMER WAY Room LCarlsbad, CA 92010

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.56x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$147,370

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

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

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

50th percentile

4.2%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,706,961

Up $308,365 (+22%) from 2018

Net Assets

Up

$757,475

Up $170,069 (+29%) from 2018

Liabilities

Up

$949,486

Up $138,296 (+17%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin53rd percentile

Revenue

Up

$3,950,561

Up $159,492 (+4.2%) from 2018

Expenses

Up

$3,788,765

Up $19,780 (+0.5%) from 2018

Net Income

Up

$161,796

Up $139,712 (+633%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $784,221Liabilities 2010: $207,855Net Assets 2010: $576,3662010Assets 2011: $948,781Liabilities 2011: $369,838Net Assets 2011: $578,9432011Assets 2012: $1,084,712Liabilities 2012: $476,236Net Assets 2012: $608,4762012Assets 2013: $982,948Liabilities 2013: $420,207Net Assets 2013: $562,7412013Assets 2014: $1,023,345Liabilities 2014: $405,274Net Assets 2014: $618,0712014Assets 2015: $1,442,604Liabilities 2015: $738,440Net Assets 2015: $704,1642015Assets 2016: $1,259,324Liabilities 2016: $538,535Net Assets 2016: $720,7892016Assets 2017: $1,127,237Liabilities 2017: $570,074Net Assets 2017: $557,1632017Assets 2018: $1,398,596Liabilities 2018: $811,190Net Assets 2018: $587,4062018Assets 2019: $1,706,961Liabilities 2019: $949,486Net Assets 2019: $757,4752019Assets 2020: $2,308,474Liabilities 2020: $662,812Net Assets 2020: $1,645,6622020Assets 2021: $3,397,938Liabilities 2021: $1,582,079Net Assets 2021: $1,815,8592021Assets 2022: $3,814,368Liabilities 2022: $1,762,144Net Assets 2022: $2,052,2242022Assets 2023: $4,575,130Liabilities 2023: $600,045Net Assets 2023: $3,975,0852023Assets 2024: $5,016,582Liabilities 2024: $540,116Net Assets 2024: $4,476,4662024

Highlighted filing

2019

Assets$1,706,961
Liabilities$949,486
Net Assets$757,475
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,337,4752010Expenses 2011: $2,176,3092011Expenses 2012: $2,350,6672012Expenses 2013: $2,568,1142013Revenue 2014: $2,664,266Expenses 2014: $2,608,936Net Income 2014: $55,3302014Revenue 2015: $3,176,003Expenses 2015: $3,084,688Net Income 2015: $91,3152015Revenue 2016: $2,999,931Expenses 2016: $2,995,584Net Income 2016: $4,3472016Revenue 2017: $3,191,113Expenses 2017: $3,359,481Net Income 2017: -$168,3682017Revenue 2018: $3,791,069Expenses 2018: $3,768,985Net Income 2018: $22,0842018Revenue 2019: $3,950,561Expenses 2019: $3,788,765Net Income 2019: $161,7962019Revenue 2020: $3,537,535Expenses 2020: $2,652,842Net Income 2020: $884,6932020Revenue 2021: $3,750,610Expenses 2021: $3,622,729Net Income 2021: $127,8812021Revenue 2022: $4,615,053Expenses 2022: $4,290,296Net Income 2022: $324,7572022Revenue 2023: $5,586,966Expenses 2023: $5,076,832Net Income 2023: $510,1342023Revenue 2024: $6,251,978Expenses 2024: $5,814,880Net Income 2024: $437,0982024

Highlighted filing

2019

Revenue$3,950,561
Expenses$3,788,765
Net Income$161,796
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 18, 2020
Return Version
2018v3.3
Gross Receipts
$4,173,229
Mission and Program Overview

Mission

To provide increased educational opportunities for all students in the carlsbad unified school district by developing and funding impactful programs

To provide increased educational opportunites for all students in the carlsbad unified school district by developing and funding impactful programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$533,828$735,961▲ $202,133
Cash and Non-Interest-Bearing Accounts$376,182$533,712▲ $157,530
Investments in Publicly Traded Securities$250,674$268,047▲ $17,373
Accounts Receivable$120,318$80,924▼ $39,394
Prepaid Expenses and Deferred Charges$53,212$47,356▼ $5,856
Land, Buildings, and Equipment, Net$64,382$40,961▼ $23,421
Total Assets$1,398,596$1,706,961▲ $308,365
Liabilities
Grants Payable$452,393$561,862▲ $109,469
Accounts Payable and Accrued Expenses$211,693$276,092▲ $64,399
Deferred Revenue$147,104$111,532▼ $35,572
Total Liabilities$811,190$949,486▲ $138,296
Net Assets / Fund Balance
Unrestricted Net Assets$347,655$535,913▲ $188,258
Temporarily Rstr Net Assets$239,751$221,562▼ $18,189
Total Net Assets Fund Balance$587,406$757,475▲ $170,069
Total Liabilities and Net Assets / Fund Balance$1,398,596$1,706,961▲ $308,365

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,343$113,619$150,962
Other Land Buildings$3,618$33,032$36,650
Leasehold Improvements-$13,531$13,531
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle GinnCEOFT$147,370$147,370
Charlotte RomeroFinance ManagerFT$54,233$54,233

Board Members and Trustees

NameTitle
JR PhillipsBoard Chair
Jay MarquandBoard Vice Chair
Al LewisDirector
Beth SchroderDirector
Debbie MeyerDirector
Debra SwiatlowskiDirector
Gary KawanoDirector
Gary MorrisonDirector
Ian McDanielDirector
Jane HartmanDirector
Lisa BehunDirector
Mark RobinsonDirector
Michele WardDirector
Rosie MarksDirector
Scott KarlDirector
Scott RunnerDirector
Tina RayDirector
Michael ZepedaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$512,851
Program Service Revenue
$3,304,836
Investment Income
$11,229
Other Revenue
$121,645
All Other Contributions
$360,839
Change in Net Assets
$161,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,950,561
Revenue Not Reported on Form 990
$8,273
Total Revenue per Audited Statements
$3,958,834
Total Revenue per Form 990
$3,950,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,917,477
Other Expenses$1,871,288
Total Fundraising Expense$179,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,330,063$80,352$45,409$1,455,824
Current Officers, Directors, Trustees, and Key Employees$80,074$32,030$77,743$189,847
Occupancy$137,792$9,614$12,817$160,223
Payroll Taxes$119,818$9,549$10,464$139,831
Other Expenses$138,976--$138,976
Other Employee Benefits$113,086$9,013$9,876$131,975
Insurance$48,020$3,674$4,282$55,976
All Other Expenses$39,462$10,373$1,781$51,616
Office Expenses$25,522$1,781$2,374$29,677
Advertising$21,855$946$6,744$29,545
Depreciation Depletion$24,080$1,680$2,240$28,000
Fees for Services Accounting$12,538$13,690-$26,228
Fees for Services Management$21,788$1,520$2,027$25,335
Information Technology$17,501$1,221$1,629$20,351
Conferences and Meetings$14,848$1,036$1,381$17,265
Fees for Services Legal$7,339$8,225-$15,564
Fees for Services Other$8,057$6,477-$14,534
Travel$8,571$598$797$9,966
Total Functional Expenses$3,417,422$191,779$179,564$3,788,765

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,788,765
Total Expenses per Audited Statements$3,788,765
Total Expenses per Form 990$3,788,765
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$344,313
Fundraising Direct Expenses$222,668
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legoland$191,731$166,797$163,770$3,027
Golf Tournament$110,883$79,383$45,459$33,924
Total Events$400,747$344,313$222,668$121,645
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Section B, Line 11B

“Copies of Form 990 are provided to all board members by e-mail, who are given five days to respond with comments. The finance committee reviews Form 990 in detail prior to filing.”

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

“At the boards annual retreat, officers and directors are required to review the organizations conflict of interest policy, and submit an annual prescribed form attesting to their compliance with the policy.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation of the CEO includes a review and approval by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Copies of Form 990, the exempt application, conflict of interest policy, and financial statements are available upon written request to the organizations office.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Educational Foundation
EIN
95-3768448
Phone
7609291555
Address
5631 PALMER WAY Room L, CARLSBAD, CA 92010

Signing Officer

Name
Michelle Ginn
Title
CEO
Phone
7609291555
Signed
2020-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Ginn
Formed
1982
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
143
Volunteers
350

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Raw XML AppendixShowing 400 of 569 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/BOYAmt0211693
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0276092
IRS990/AccountsReceivableGrp/BOYAmt0120318
IRS990/AccountsReceivableGrp/EOYAmt080924
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE INCREASED EDUCATIONAL OPPORTUNITES FOR ALL STUDENTS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT BY DEVELOPING AND FUNDING IMPACTFUL PROGRAMS.
IRS990/AdvertisingGrp/FundraisingAmt06744
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0946
IRS990/AdvertisingGrp/ProgramServicesAmt021855
IRS990/AdvertisingGrp/TotalAmt029545
IRS990/AllOtherContributionsAmt0360839
IRS990/AllOtherExpensesGrp/FundraisingAmt01781
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010373
IRS990/AllOtherExpensesGrp/ProgramServicesAmt039462
IRS990/AllOtherExpensesGrp/TotalAmt051616
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Michelle Ginn
IRS990/BooksInCareOfDetail/PhoneNum07609291555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05631 Palmer Way
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0376182
IRS990/CashNonInterestBearingGrp/EOYAmt0533712
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt077743
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032030
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt080074
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0189847
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt01381
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01036
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014848
IRS990/ConferencesMeetingsGrp/TotalAmt017265
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt056434
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0512851
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011229
IRS990/CYOtherExpensesAmt01871288
IRS990/CYOtherRevenueAmt0121645
IRS990/CYProgramServiceRevenueAmt03304836
IRS990/CYRevenuesLessExpensesAmt0161796
IRS990/CYSalariesCompEmpBnftPaidAmt01917477
IRS990/CYTotalExpensesAmt03788765
IRS990/CYTotalFundraisingExpenseAmt0179564
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03950561
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0147104
IRS990/DeferredRevenueGrp/EOYAmt0111532
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt02240
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01680
IRS990/DepreciationDepletionGrp/ProgramServicesAmt024080
IRS990/DepreciationDepletionGrp/TotalAmt028000
IRS990/Desc0THE FOUNDATION PROVIDES PRIVATE SUPPORT FOR PUBLIC EDUCATION PROGRAMS THROUGHOUT THE CARLSBAD UNIFIED SCHOOL DISTRICT, INCLUDING THE FUNDING OF LAB EQUIPMENT FOR CLASSROOMS, MUSIC INSTRUCTION, SCIENCE OLYMPIAD PROGRAM, KIDS CARE PROGAM WHICH PROVIDES BEFORE AND AFTER SCHOOL LICENSED CHILDCARE TO STUDENTS OF THE CARLSBAD UNIFIED SCHOOL DISTRICT, AND MANY OTHER PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0143
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03417422
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013690
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012538
IRS990/FeesForServicesAccountingGrp/TotalAmt026228
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08225
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07339
IRS990/FeesForServicesLegalGrp/TotalAmt015564
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt02027
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01520
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt021788
IRS990/FeesForServicesManagementGrp/TotalAmt025335
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06477
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08057
IRS990/FeesForServicesOtherGrp/TotalAmt014534
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt19040.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0JR Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm1Debbie Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm2Gary Morrison
IRS990/Form990PartVIISectionAGrp/PersonNm3Rosie Marks
IRS990/Form990PartVIISectionAGrp/PersonNm4Gary Kawano
IRS990/Form990PartVIISectionAGrp/PersonNm5Beth Schroder
IRS990/Form990PartVIISectionAGrp/PersonNm6Al Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm7Ian McDaniel
IRS990/Form990PartVIISectionAGrp/PersonNm8Michele Ward
IRS990/Form990PartVIISectionAGrp/PersonNm9Jane Hartman
IRS990/Form990PartVIISectionAGrp/PersonNm10Lisa Behun
IRS990/Form990PartVIISectionAGrp/PersonNm11Scott Runner
IRS990/Form990PartVIISectionAGrp/PersonNm12Jay Marquand
IRS990/Form990PartVIISectionAGrp/PersonNm13Mark Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm14Scott Karl
IRS990/Form990PartVIISectionAGrp/PersonNm15Tina Ray
IRS990/Form990PartVIISectionAGrp/PersonNm16Michael Zepeda
IRS990/Form990PartVIISectionAGrp/PersonNm17Debra Swiatlowski
IRS990/Form990PartVIISectionAGrp/PersonNm18Michelle Ginn
IRS990/Form990PartVIISectionAGrp/PersonNm19Charlotte Romero
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18147370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1954233
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/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19Finance Manager
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt056434
IRS990/FundraisingDirectExpensesAmt0222668
IRS990/FundraisingGrossIncomeAmt0344313
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt095578
IRS990/GrantsPayableGrp/BOYAmt0452393
IRS990/GrantsPayableGrp/EOYAmt0561862
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04173229
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01629
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01221
IRS990/InformationTechnologyGrp/ProgramServicesAmt017501
IRS990/InformationTechnologyGrp/TotalAmt020351
IRS990/InsuranceGrp/FundraisingAmt04282
IRS990/InsuranceGrp/ManagementAndGeneralAmt03674
IRS990/InsuranceGrp/ProgramServicesAmt048020
IRS990/InsuranceGrp/TotalAmt055976
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011229
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011229
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0250674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0268047
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0160182
IRS990/LandBldgEquipBasisNetGrp/BOYAmt064382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040961
IRS990/LandBldgEquipCostOrOtherBssAmt0201143
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INCREASED EDUCATIONAL OPPORTUNITES FOR ALL STUDENTS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT BY DEVELOPING AND FUNDING IMPACTFUL PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0587406
IRS990/NetAssetsOrFundBalancesEOYAmt0757475
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0121645
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0121645
IRS990/NetUnrlzdGainsLossesInvstAmt08273
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt012817
IRS990/OccupancyGrp/ManagementAndGeneralAmt09614
IRS990/OccupancyGrp/ProgramServicesAmt0137792
IRS990/OccupancyGrp/TotalAmt0160223
IRS990/OfficeExpensesGrp/FundraisingAmt02374
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01781
IRS990/OfficeExpensesGrp/ProgramServicesAmt025522
IRS990/OfficeExpensesGrp/TotalAmt029677
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09876
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09013
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0113086
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0131975
IRS990/OtherExpensesGrp/Desc0AWARDS TO STUDENTS AND STAFF
IRS990/OtherExpensesGrp/Desc1CREDIT CARD DISCOUNTS
IRS990/OtherExpensesGrp/Desc2FOOD AND PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3STUDENT ENRICHMENT PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt01061409
IRS990/OtherExpensesGrp/ProgramServicesAmt1104755
IRS990/OtherExpensesGrp/ProgramServicesAmt281868
IRS990/OtherExpensesGrp/ProgramServicesAmt3138976
IRS990/OtherExpensesGrp/TotalAmt01061409
IRS990/OtherExpensesGrp/TotalAmt1104755
IRS990/OtherExpensesGrp/TotalAmt281868
IRS990/OtherExpensesGrp/TotalAmt3138976
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045409
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080352
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01330063
IRS990/OtherSalariesAndWagesGrp/TotalAmt01455824
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010464
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09549
IRS990/PayrollTaxesGrp/ProgramServicesAmt0119818
IRS990/PayrollTaxesGrp/TotalAmt0139831
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053212
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047356
IRS990/PrincipalOfficerNm0MICHELLE GINN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES- CHILD CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03304836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03304836
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0565495
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010712
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01847054
IRS990/PYOtherRevenueAmt0169241
IRS990/PYProgramServiceRevenueAmt03045621
IRS990/PYRevenuesLessExpensesAmt022084
IRS990/PYSalariesCompEmpBnftPaidAmt01921931
IRS990/PYTotalExpensesAmt03768985
IRS990/PYTotalRevenueAmt03791069
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0161796
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03304836
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0533828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0735961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0456417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0565495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0385906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0453738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0710205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02571761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08836

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,706,961
Liabilities
$949,486
Net assets
$757,475
Revenue
$3,950,561
Expenses
$3,788,765
Net income
$161,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.02$0.54$4.48$6.25$5.81$0.44
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.60$3.98$5.59$5.08$0.51
2022Detailed filing. Detailed filing data is available for this year.$3.81$1.76$2.05$4.62$4.29$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.40$1.58$1.82$3.75$3.62$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.66$1.65$3.54$2.65$0.88
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.95$0.76$3.95$3.79$0.16
2018Summary only. Only limited summary data is available for this year.$1.40$0.81$0.59$3.79$3.77$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.57$0.56$3.19$3.36$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.54$0.72$3.00$3.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.74$0.70$3.18$3.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.41$0.62$2.66$2.61$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.42$0.56$2.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.48$0.61$2.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.37$0.58$2.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.21$0.58$2.34