Civic Intelligence

San Diego Education Fund

EIN 95-6095413 • 501(c)3 • San Diego, CA

Profile

Provide counseling and scholarships to high school students which enables them to either become teachers in the san diego unified school district or to major in math and science fields.

4100 Normal Street 3251San Diego, CA 92103

www.sdef.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.7%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,208,987

Down $33,827 (-2.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,208,987

Down $33,827 (-2.7%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Up

$223,348

Up $36,912 (+20%) from 2024

Expenses

Down

$265,217

Down $135,389 (-34%) from 2024

Net Income

Up

-$41,869

Up $172,301 (+80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,389,083Liabilities 2011: $367,912Net Assets 2011: $1,021,1712011Assets 2012: $1,160,049Liabilities 2012: $340,745Net Assets 2012: $819,3042012Assets 2013: $1,279,945Liabilities 2013: $448,961Net Assets 2013: $830,9842013Assets 2014: $1,355,496Liabilities 2014: $0Net Assets 2014: $1,355,4962014Assets 2015: $1,358,438Liabilities 2015: $0Net Assets 2015: $1,358,4382015Assets 2016: $1,352,439Liabilities 2016: $0Net Assets 2016: $1,352,4392016Assets 2017: $1,409,064Liabilities 2017: $0Net Assets 2017: $1,409,0642017Assets 2018: $1,383,075Liabilities 2018: $0Net Assets 2018: $1,383,0752018Assets 2019: $1,342,212Liabilities 2019: $0Net Assets 2019: $1,342,2122019Assets 2020: $1,300,003Liabilities 2020: $0Net Assets 2020: $1,300,0032020Assets 2021: $1,517,038Liabilities 2021: $0Net Assets 2021: $1,517,0382021Assets 2022: $1,316,408Liabilities 2022: $0Net Assets 2022: $1,316,4082022Assets 2023: $1,383,231Liabilities 2023: $0Net Assets 2023: $1,383,2312023Assets 2024: $1,242,814Liabilities 2024: $0Net Assets 2024: $1,242,8142024Assets 2025: $1,208,987Liabilities 2025: $0Net Assets 2025: $1,208,9872025

Highlighted filing

2025

Assets$1,208,987
Liabilities$0
Net Assets$1,208,987
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $332,9372011Expenses 2012: $310,1072012Expenses 2013: $172,1372013Revenue 2014: $224,469Expenses 2014: $225,526Net Income 2014: -$1,0572014Revenue 2015: $315,430Expenses 2015: $262,157Net Income 2015: $53,2732015Revenue 2016: $234,822Expenses 2016: $205,675Net Income 2016: $29,1472016Revenue 2017: $216,675Expenses 2017: $244,070Net Income 2017: -$27,3952017Revenue 2018: $251,306Expenses 2018: $260,217Net Income 2018: -$8,9112018Revenue 2019: $286,834Expenses 2019: $231,163Net Income 2019: $55,6712019Revenue 2020: $208,011Expenses 2020: $208,105Net Income 2020: -$942020Revenue 2021: $232,622Expenses 2021: $207,401Net Income 2021: $25,2212021Revenue 2022: $187,492Expenses 2022: $192,619Net Income 2022: -$5,1272022Revenue 2023: $181,113Expenses 2023: $179,396Net Income 2023: $1,7172023Revenue 2024: $186,436Expenses 2024: $400,606Net Income 2024: -$214,1702024Revenue 2025: $223,348Expenses 2025: $265,217Net Income 2025: -$41,8692025

Highlighted filing

2025

Revenue$223,348
Expenses$265,217
Net Income-$41,869
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,208,987
Liabilities
$0
Net assets
$1,208,987
Revenue
$223,348
Expenses
$265,217
Net income
-$41,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.22$0.27$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.19$0.40$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.18$0.18$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.19$0.19$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.23$0.21$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.21$0.21$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.29$0.23$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.25$0.26$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.22$0.24$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.23$0.21$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.32$0.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.22$0.23$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.45$0.83$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.34$0.82$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.37$1.02$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$491,371
Mission and Program Overview

Mission

Provide counseling and scholarships to high school students which enables them to either become teachers in the san diego unified school district or to major in math and science fields.

To support future educators and stem professionals through counseling and mentoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,052,123$1,040,680▼ $11,443
Cash and Non-Interest-Bearing Accounts$36,309$156,935▲ $120,626
Savings and Temporary Cash Investments$154,382$11,372▼ $143,010
Total Assets$1,242,814$1,208,987▼ $33,827
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$937,433$849,568▼ $87,865
Net Assets Without Donor Restrictions$305,381$359,419▲ $54,038
Total Net Assets Fund Balance$1,242,814$1,208,987▼ $33,827
Total Liabilities and Net Assets / Fund Balance$1,242,814$1,208,987▼ $33,827

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$293,298--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$775,557$10,045▲ $83,288-$752,778
2023$734,079-▲ $87,743-$775,557
2022$676,886-▲ $62,987-$734,079
2021$811,324-▼ $87,723-$676,886
2020$688,899-▲ $168,634-$811,324
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Sharon D Whitehurst-paynePast President
Rebecca Becky PhillpottPresident
Rhona MatthewsVice President
Alexandra NguyenDirector
Barbara J BrownDirector
Cindy McintyreDirector
Jose GonzalesDirector
Michael Angelo CamachoDirector
Patricia Patty BacameDirector
Tara WelborneDirector
Tert SorianoDirector
Wade Glover IiDirector
Johnnie WelborneSecretary
Maureen LambertiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,315
Program Service Revenue
$0
Investment Income
$106,033
Other Revenue
$0
All Other Contributions
$117,315
Change in Net Assets
$-41,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,217
Grants and Similar Amounts Paid$79,000
Total Fundraising Expense$14,806
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$79,000--$79,000
All Other Expenses$16,033$601$334$16,968
Other Expenses$22,172$13,630$3,080$13,630
Fees for Service Investment Mgmnt Fees-$10,903-$10,903
Office Expenses$3,884$971$539$5,394
Insurance$1,179$295$164$1,638
Total Functional Expenses$199,228$51,183$14,806$265,217
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 A, Line 8B

“DOCUMENTED BY SECRETARY”

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

“Reviewed at board meeting”

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

“The board readopts the conflict of interest policy each year. A copy of the policy is provided to each board member. The board members complete a form as follows: by signing the form below, i certify that: 1. I have received a copy of the san diego education fund's conflict of interest policy; 2. I have read and understand the policy; 3. I agree to comply with the policy; 4. I understand that the san diego education fund is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its exempt purposes and not engage in activities and transactions that provide impermissible benefits to individuals or entities.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Education Fund
EIN
95-6095413
Phone
6197257611
Address
4100 NORMAL STREET 3251, SAN DIEGO, CA 92103

Signing Officer

Name
Rebecca Phillpott
Title
President
Phone
6199441097
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Phillpott
Formed
1954
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
16

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108-1604
Preparer
Lukas Davis
Phone
6192311977
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To fund educational scholarships.”

Raw XML AppendixShowing 400 of 484 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT FUTURE EDUCATORS AND STEM PROFESSIONALS THROUGH COUNSELING AND MENTORING.
IRS990/AllOtherContributionsAmt0117315
IRS990/AllOtherExpensesGrp/FundraisingAmt0334
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0601
IRS990/AllOtherExpensesGrp/ProgramServicesAmt016033
IRS990/AllOtherExpensesGrp/TotalAmt016968
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum06197257611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 NORMAL ST ROOM 3251
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092103
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0PROVIDE COUNSELING AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHICH ENABLES THEM TO EITHER BECOME TEACHERS IN THE SAN DIEGO UNIFIED SCHOOL DISTRICT OR TO MAJOR IN MATH AND SCIENCE FIELDS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1RHONA MATTHEWS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/GrantsToOrganizationsInd00
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IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0268023
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE COUNSELING AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHICH ENABLES THEM TO EITHER BECOME TEACHERS IN THE SAN DIEGO UNIFIED SCHOOL DISTRICT OR TO MAJOR IN MATH AND SCIENCE FIELDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01242814
IRS990/NetAssetsOrFundBalancesEOYAmt01208987
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt054308
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054308
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08042
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0305381
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0359419
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt010045
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0539
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0971
IRS990/OfficeExpensesGrp/ProgramServicesAmt03884
IRS990/OfficeExpensesGrp/TotalAmt05394
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STUDENT/SCHOOL ENRICHME
IRS990/OtherExpensesGrp/Desc1MENTOR COUNSELOR
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL CONSULTA
IRS990/OtherExpensesGrp/Desc3ORG, FINANCE, AND BOARD
IRS990/OtherExpensesGrp/FundraisingAmt07478
IRS990/OtherExpensesGrp/FundraisingAmt13211
IRS990/OtherExpensesGrp/FundraisingAmt23080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013461
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25543
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313630
IRS990/OtherExpensesGrp/ProgramServicesAmt053842
IRS990/OtherExpensesGrp/ProgramServicesAmt123118
IRS990/OtherExpensesGrp/ProgramServicesAmt222172
IRS990/OtherExpensesGrp/TotalAmt074781
IRS990/OtherExpensesGrp/TotalAmt132108
IRS990/OtherExpensesGrp/TotalAmt230795
IRS990/OtherExpensesGrp/TotalAmt313630
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REBECCA PHILLPOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141475
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0226609
IRS990/PYInvestmentIncomeAmt044961
IRS990/PYOtherExpensesAmt0173997
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-214170
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0400606
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0186436
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-41869
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154382
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011372
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt016411
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt08150
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt07350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08975
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt061886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0163172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0190895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0737976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051725
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt044961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036727
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0237087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt044961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0237087
IRS990ScheduleA/InvestmentIncomeCYPct00.24320
IRS990ScheduleA/InvestmentIncomePYPct00.21920
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69340
IRS990ScheduleA/PublicSupportPY509Pct00.73310
IRS990ScheduleA/PublicSupportTotal509Amt0676090
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt016411
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt08150
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt07350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt08975
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt061886
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0190895
IRS990ScheduleA/Total509Grp/TotalAmt0737976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0186436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0187492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0227622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0975063
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06417
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0775557
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010045
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0752778
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0109695
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt083288
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0734079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0775557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0676886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0734079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062987
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0811324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0676886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06204
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0688899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0811324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt040005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168634
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0747382
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1293298
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SCHWAB INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1US BANK INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FUND EDUCATIONAL SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt01040680
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt060000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt119000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STEM SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FUTURE TEACHER SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt17
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE STUDENTS MUST FILL OUT AN APPLICATION TO RECEIVE THE STIPENDS FOR ASSISTANCE. THE MENTOR COUNSELOR KEEPS RECORDS OF THE AWARDEES AS LONG AS THEY ARE IN THE PROGRAM WITH GRADES, GPA, NUMBER OF UNITS TAKEN EACH SEMESTER, AND COLLEGE OF ATTENDANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTED BY SECRETARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD READOPTS THE CONFLICT OF INTEREST POLICY EACH YEAR. A COPY OF THE POLICY IS PROVIDED TO EACH BOARD MEMBER. THE BOARD MEMBERS COMPLETE A FORM AS FOLLOWS: BY SIGNING THE FORM BELOW, I CERTIFY THAT: 1. I HAVE RECEIVED A COPY OF THE SAN DIEGO EDUCATION FUND'S CONFLICT OF INTEREST POLICY; 2. I HAVE READ AND UNDERSTAND THE POLICY; 3. I AGREE TO COMPLY WITH THE POLICY; 4. I UNDERSTAND THAT THE SAN DIEGO EDUCATION FUND IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS EXEMPT PURPOSES AND NOT ENGAGE IN ACTIVITIES AND TRANSACTIONS THAT PROVIDE IMPERMISSIBLE BENEFITS TO INDIVIDUALS OR ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.

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