Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2023 • EIN 95-3768448

Sep 01, 2022 to Aug 31, 2023 • Filed on Sep 08, 2025

Organization ProfileWWW.CARLSBADED.ORG

View Organization Page

5650 El Camino Real 101Carlsbad, CA 92008

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

50th percentile

0.13x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

61st percentile

9.1%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$203,115

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

21%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,575,130

Up $760,762 (+20%) from 2022

Net Assets

Up

$3,975,085

Up $1,922,861 (+94%) from 2022

Liabilities

Down

$600,045

Down $1,162,099 (-66%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin61st percentile

Revenue

Up

$5,586,966

Up $971,913 (+21%) from 2022

Expenses

Up

$5,076,832

Up $786,536 (+18%) from 2022

Net Income

Up

$510,134

Up $185,377 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$4,575,130
Liabilities$600,045
Net Assets$3,975,085
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$5,586,966
Expenses$5,076,832
Net Income$510,134
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Sep 8, 2025
Return Version
2022v5.0
Gross Receipts
$5,788,894
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$240,249▼ $139,334
Prepaid Expenses and Deferred Charges$69,291$204,013▲ $134,722
Land, Buildings, and Equipment, Net$28,436$20,580▼ $7,856
Pledges and Grants Receivable-$16,211-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,814,368$4,575,130▲ $760,762
Other Assets Total-$0-
Liabilities
Grants Payable$1,169,974--
Accounts Payable and Accrued Expenses$302,727$367,684▲ $64,957
Unsecured Notes Loans Payable$150,000$150,000→ $0
Deferred Revenue$139,443$82,361▼ $57,082
Total Liabilities$1,762,144$600,045▼ $1,162,099
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,869,109$3,789,243▲ $1,920,134
Net Assets With Donor Restrictions$183,115$185,842▲ $2,727
Total Net Assets Fund Balance$2,052,224$3,975,085▲ $1,922,861
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
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura PittsCEOFT$174,142$28,973$203,115
Taylor BeveridgeDirector of PhilFT$103,079$4,086$107,165

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
Philip MclellanDirector
Rita IssaDirector
Stephanie San AntonioDirector
Tanner WrisleyDirector
Terra TeatDirector
Trevor McgrawDirector
Jen FornalSecretary
Jackie MazurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$562,889
Program Service Revenue
$4,889,742
Investment Income
$101,467
Other Revenue
$32,868
All Other Contributions
$442,899
Change in Net Assets
$510,134

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,580,752
Revenue Not Reported on Financial Statements
$6,214
Revenue Not Reported on Form 990
$-88,043
Total Revenue per Audited Statements
$5,492,709
Total Revenue per Form 990
$5,586,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,739,579
Other Expenses$2,337,253
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
All Other Expenses$26,019$927$1,237$28,183
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
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$4,544,620$280,840$251,372$5,076,832

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,076,832
Total Expenses per Form 990$5,076,832
Total Expenses per Audited Statements$5,070,319
Expenses Not Reported on Form 990$-6,513
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
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
Yes
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
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

“An electronic copy of form 990 is 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

“Annually, officers and directors are required to review the organization's conflict of interest policy, and submit prescribed form with potential conflicts of interest and attesting to their compliance with the policy.”

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

“The process for determining compensation of the CEO includes an annual performance review, current market salary comparisons, and approval by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are all available upon written request to the Organization's office.”

Filing and Contact Details

Filer

Filer Name
Carlsbad Educational Foundation
EIN
95-3768448
Phone
7609291555
Address
5650 EL CAMINO REAL 101, CARLSBAD, CA 92008

Signing Officer

Name
Laura Pitts
Title
CEO
Signed
2025-09-08
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
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Additional Explanations

Amended Explanation

“The 2022 return is being amended to correct discrepancies identified during the preparation of the 2023 financial statements. Specifically, certain balance sheet items that were later removed during the audit had been included in the original 2022 filing, and adjusting program revenue that was inadvertently understated. These adjustments ensure the return accurately reflects the organizations financial activity for the year.”

Financial Statement Notes

Part X : FIN48 Footnote

“Carlsbad Educational Foundation is organized as a nonprofit corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Foundation is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Management believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.The Foundations Return of Organization Exempt from Income Tax for the years ended August 31, 2023, 2022, 2021 and 2020 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed.”

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Filings

Displayed year

2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,575,130
Liabilities
$600,045
Net assets
$3,975,085
Revenue
$5,586,966
Expenses
$5,076,832
Net income
$510,134
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