Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2023 • EIN 95-3768448

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 28, 2024

Organization Profilewww.carlsbaded.org

View Organization Page

5650 El Camino Real STE 101Carlsbad, CA 92008

(760) 929-1555

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,575,130

Flat from 2023

Net Assets

Down

$2,474,614

Down $1,500,471 (-38%) from 2023

Liabilities

Up

$2,100,516

Up $1,500,471 (+250%) from 2023

Revenue And Expenses

Revenue

Down

$5,495,189

Down $91,777 (-1.6%) from 2023

Expenses

Down

$5,064,105

Down $12,727 (-0.3%) from 2023

Net Income

Down

$431,084

Down $79,050 (-15%) from 2023

Historical Trend

Balance Sheet Trend

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: $2,100,516Net Assets 2023: $2,474,6142023Assets 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

2023

Assets$4,575,130
Liabilities$2,100,516
Net Assets$2,474,614
Open 2023 Filing

Operations Trend

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: $5,495,189Expenses 2023: $5,064,105Net Income 2023: $431,0842023Revenue 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

2023

Revenue$5,495,189
Expenses$5,064,105
Net Income$431,084
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Gross Receipts
$5,696,471
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 opportunities 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$1,344,369$2,943,069▲ $1,598,700
Investments in Publicly Traded Securities$619,827$648,610▲ $28,783
Cash and Non-Interest-Bearing Accounts$1,372,862$502,398▼ $870,464
Accounts Receivable$379,583$256,460▼ $123,123
Prepaid Expenses and Deferred Charges$69,291$204,013▲ $134,722
Land, Buildings, and Equipment, Net$28,436$20,580▼ $7,856
Total Assets$3,814,368$4,575,130▲ $760,762
Liabilities
Grants Payable$1,169,974$1,421,421▲ $251,447
Accounts Payable and Accrued Expenses$302,727$360,287▲ $57,560
Deferred Revenue$139,443$161,411▲ $21,968
Unsecured Notes Loans Payable$150,000$157,397▲ $7,397
Total Liabilities$1,762,144$2,100,516▲ $338,372
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,869,109$2,288,772▲ $419,663
Net Assets With Donor Restrictions$183,115$185,842▲ $2,727
Total Net Assets Fund Balance$2,052,224$2,474,614▲ $422,390
Total Liabilities and Net Assets / Fund Balance$3,814,368$4,575,130▲ $760,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,580$49,239$69,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laura PittsCEOFT$195,877$195,877
Taylor BeveridgeDirector of PhilanthropyFT$103,079$103,079

Board Members and Trustees

NameTitle
Michael ZepedaChair
Ian McDanielVice-Chair
AJ RufoDirector
AJ van de VenDirector
Alan LewisDirector
Claire La BrecheDirector
Delia CharvelDirector
Elliot SpringerDirector
Emma CobbDirector
Jay MarquandDirector
Mark RobinsonDirector
Michelle DastyckDirector
Phillip McLellanDirector
Rita IssaDirector
Stephanie San AntonioDirector
Tanner WrisleyDirector
Terra TeatDirector
Trevor McGrawDirector
Jen FornalSecretary
Jackie MazurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$669,555
Program Service Revenue
$4,664,812
Investment Income
$102,113
Other Revenue
$58,709
All Other Contributions
$549,565
Change in Net Assets
$431,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,495,189
Revenue Not Reported on Form 990
$-2,480
Total Revenue per Audited Statements
$5,492,709
Total Revenue per Form 990
$5,495,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,739,579
Other Expenses$2,324,526
Total Fundraising Expense$251,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,987,732$139,932$99,358$2,227,022
Payroll Taxes$175,632$15,151$14,943$205,726
Current Officers, Directors, Trustees, and Key Employees$76,240$38,120$76,240$190,600
Occupancy$139,028$9,699$12,933$161,660
Other Employee Benefits$99,229$8,560$8,442$116,231
Office Expenses$100,514$2,529$3,373$106,416
Insurance$82,552$6,685$7,233$96,470
Advertising$37,537$1,162$16,614$55,313
Other Expenses$33,369$11,094-$44,463
Information Technology$25,590$1,786$2,380$29,756
Fees for Services Accounting$7,414$22,123-$29,537
Conferences and Meetings$21,841$1,524$2,032$25,397
Fees for Services Other$17,120$3,067$4,010$24,197
Fees for Services Management$16,794$1,172$1,562$19,528
All Other Expenses$13,292$927$1,237$15,456
Interest-$13,166-$13,166
Depreciation Depletion$6,201$432$577$7,210
Travel$4,706$328$438$5,472
Fees for Services Legal$2,055$3,383-$5,438
Total Functional Expenses$4,531,893$280,840$251,372$5,064,105

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,070,319
Total Expenses per Audited Statements$5,070,319
Total Expenses per Form 990$5,064,105
Expenses Not Reported on Financial Statements$-6,214
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$205,381
Fundraising Direct Expenses$201,282
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$325,371$205,381$64,488$140,893
Total Events$325,371$205,381$201,282$4,099
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copies of Form 990 are provided to all board members by email, 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 Foundations office. These documents are also available by contacting www.Candid.org.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Educational Foundation
EIN
95-3768448
In Care Of
% Laura Pitts
Phone
7609291555
Address
5650 El Camino Real STE 101, Carlsbad, CA 92008

Signing Officer

Name
Laura Pitts
Title
CEO
Phone
7609291555
Signed
2024-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Pitts
Formed
1982
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
150
Volunteers
80

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Raw XML AppendixShowing 400 of 593 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/BOYAmt0302727
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0360287
IRS990/AccountsReceivableGrp/BOYAmt0379583
IRS990/AccountsReceivableGrp/EOYAmt0256460
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide increased educational opportunities for all students in the Carlsbad Unified School District by developing and funding impactful programs.
IRS990/AdvertisingGrp/FundraisingAmt016614
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01162
IRS990/AdvertisingGrp/ProgramServicesAmt037537
IRS990/AdvertisingGrp/TotalAmt055313
IRS990/AllOtherContributionsAmt0549565
IRS990/AllOtherExpensesGrp/FundraisingAmt01237
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0927
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013292
IRS990/AllOtherExpensesGrp/TotalAmt015456
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mandy McKnight
IRS990/BooksInCareOfDetail/PhoneNum07609291555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05650 El Camino Real Suite 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01372862
IRS990/CashNonInterestBearingGrp/EOYAmt0502398
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt076240
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt038120
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt076240
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0190600
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt02032
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01524
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt021841
IRS990/ConferencesMeetingsGrp/TotalAmt025397
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0119990
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0669555
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0102113
IRS990/CYOtherExpensesAmt02324526
IRS990/CYOtherRevenueAmt058709
IRS990/CYProgramServiceRevenueAmt04664812
IRS990/CYRevenuesLessExpensesAmt0431084
IRS990/CYSalariesCompEmpBnftPaidAmt02739579
IRS990/CYTotalExpensesAmt05064105
IRS990/CYTotalFundraisingExpenseAmt0251372
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05495189
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0139443
IRS990/DeferredRevenueGrp/EOYAmt0161411
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0577
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0432
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06201
IRS990/DepreciationDepletionGrp/TotalAmt07210
IRS990/Desc0The Carlsbad Educational Foundation is a non-profit organization dedicated to supporting and enhancing the educational experience for students in the Carlsbad Unified School District. Through fundraising efforts and community engagement, the Foundation aims to provide additional resources, programs, and opportunities that contribute to the overall quality of education in Carlsbad. Their initiatives often focus on areas such as music, art, science, and innovation, enriching the learning environment for students. In addition, the Foundation operates Kids Care, a before and after school licensed childcare program throughout the Carlsbad Unified School District.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0183115
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0185842
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0150
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04531893
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022123
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07414
IRS990/FeesForServicesAccountingGrp/TotalAmt029537
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03383
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02055
IRS990/FeesForServicesLegalGrp/TotalAmt05438
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt01562
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01172
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt016794
IRS990/FeesForServicesManagementGrp/TotalAmt019528
IRS990/FeesForServicesOtherGrp/FundraisingAmt04010
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03067
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017120
IRS990/FeesForServicesOtherGrp/TotalAmt024197
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
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/AverageHoursPerWeekRt18001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt19001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21001.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/KeyEmployeeInd0X
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/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0Laura Pitts
IRS990/Form990PartVIISectionAGrp/PersonNm1Taylor Beveridge
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Zepeda
IRS990/Form990PartVIISectionAGrp/PersonNm3Ian McDaniel
IRS990/Form990PartVIISectionAGrp/PersonNm4Jackie Mazur
IRS990/Form990PartVIISectionAGrp/PersonNm5Jen Fornal
IRS990/Form990PartVIISectionAGrp/PersonNm6Delia Charvel
IRS990/Form990PartVIISectionAGrp/PersonNm7Emma Cobb
IRS990/Form990PartVIISectionAGrp/PersonNm8Michelle Dastyck
IRS990/Form990PartVIISectionAGrp/PersonNm9Rita Issa
IRS990/Form990PartVIISectionAGrp/PersonNm10Claire La Breche
IRS990/Form990PartVIISectionAGrp/PersonNm11Alan Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm12Jay Marquand
IRS990/Form990PartVIISectionAGrp/PersonNm13Trevor McGraw
IRS990/Form990PartVIISectionAGrp/PersonNm14Phillip McLellan
IRS990/Form990PartVIISectionAGrp/PersonNm15Mark Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm16AJ Rufo
IRS990/Form990PartVIISectionAGrp/PersonNm17Stephanie San Antonio
IRS990/Form990PartVIISectionAGrp/PersonNm18Elliot Springer
IRS990/Form990PartVIISectionAGrp/PersonNm19Terra Teat
IRS990/Form990PartVIISectionAGrp/PersonNm20AJ van de Ven
IRS990/Form990PartVIISectionAGrp/PersonNm21Tanner Wrisley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0195877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1103079
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/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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director of Philanthropy
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0119990
IRS990/FundraisingDirectExpensesAmt0201282
IRS990/FundraisingGrossIncomeAmt0205381
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsPayableGrp/BOYAmt01169974
IRS990/GrantsPayableGrp/EOYAmt01421421
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05696471
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02380
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01786
IRS990/InformationTechnologyGrp/ProgramServicesAmt025590
IRS990/InformationTechnologyGrp/TotalAmt029756
IRS990/InsuranceGrp/FundraisingAmt07233
IRS990/InsuranceGrp/ManagementAndGeneralAmt06685
IRS990/InsuranceGrp/ProgramServicesAmt082552
IRS990/InsuranceGrp/TotalAmt096470
IRS990/InterestGrp/ManagementAndGeneralAmt013166
IRS990/InterestGrp/TotalAmt013166
IRS990/InvestmentExpenseAmt0-6214
IRS990/InvestmentIncomeGrp/ExclusionAmt0102113
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102113
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0619827
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0648610
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049239
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028436
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020580
IRS990/LandBldgEquipCostOrOtherBssAmt069819
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide increased educational opportunities for all students in the Carlsbad Unified School District by developing and funding impactful programs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02052224
IRS990/NetAssetsOrFundBalancesEOYAmt02474614
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04099
IRS990/NetUnrlzdGainsLossesInvstAmt0-2480
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01869109
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02288772
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt012933
IRS990/OccupancyGrp/ManagementAndGeneralAmt09699
IRS990/OccupancyGrp/ProgramServicesAmt0139028
IRS990/OccupancyGrp/TotalAmt0161660
IRS990/OfficeExpensesGrp/FundraisingAmt03373
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02529
IRS990/OfficeExpensesGrp/ProgramServicesAmt0100514
IRS990/OfficeExpensesGrp/TotalAmt0106416
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08442
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08560
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt099229
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0116231
IRS990/OtherExpensesGrp/Desc0Awards to CUSD
IRS990/OtherExpensesGrp/Desc1Student Enrichment Programs
IRS990/OtherExpensesGrp/Desc2Food and Program Supplies
IRS990/OtherExpensesGrp/Desc3Professional Development
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011094
IRS990/OtherExpensesGrp/ProgramServicesAmt01297951
IRS990/OtherExpensesGrp/ProgramServicesAmt1256275
IRS990/OtherExpensesGrp/ProgramServicesAmt2130821
IRS990/OtherExpensesGrp/ProgramServicesAmt333369
IRS990/OtherExpensesGrp/TotalAmt01297951
IRS990/OtherExpensesGrp/TotalAmt1256275
IRS990/OtherExpensesGrp/TotalAmt2130821
IRS990/OtherExpensesGrp/TotalAmt344463
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Convenience Fee
IRS990/OtherRevenueMiscGrp/Desc1Late Pickup Fees
IRS990/OtherRevenueMiscGrp/Desc2Other Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt045916
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11140
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27554
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045916
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11140
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27554
IRS990/OtherRevenueTotalAmt054610
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt099358
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139932
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01987732
IRS990/OtherSalariesAndWagesGrp/TotalAmt02227022
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt014943
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015151
IRS990/PayrollTaxesGrp/ProgramServicesAmt0175632
IRS990/PayrollTaxesGrp/TotalAmt0205726
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069291
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0204013
IRS990/PrincipalOfficerNm0Laura Pitts
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees - Child Care
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04677539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04677539
IRS990/ProhibitedTaxShelterTransInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,575,130
Liabilities
$2,100,516
Net assets
$2,474,614
Revenue
$5,495,189
Expenses
$5,064,105
Net income
$431,084
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
2023Detailed filing. Detailed filing data is available for this year.$4.58$2.10$2.47$5.50$5.06$0.43
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