Civic Intelligence

San Diego Education Fund

990 • Fiscal year 2019 • EIN 95-6095413

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

4100 Normal Street 3251San Diego, CA 92103

(619) 725-7665

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

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

Asset Growth

26th percentile

-3.0%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Down

$1,342,212

Down $40,863 (-3.0%) from 2018

Net Assets

Down

$1,342,212

Down $40,863 (-3.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$286,834

Up $35,528 (+14%) from 2018

Expenses

Down

$231,163

Down $29,054 (-11%) from 2018

Net Income

Up

$55,671

Up $64,582 (+725%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$1,342,212
Liabilities$0
Net Assets$1,342,212

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$286,834
Expenses$231,163
Net Income$55,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$648,060
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 through counseling and mentoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$985,765$985,006▼ $759
Cash and Non-Interest-Bearing Accounts$261,818$221,145▼ $40,673
Savings and Temporary Cash Investments$135,492$136,061▲ $569
Total Assets$1,383,075$1,342,212▼ $40,863
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$717,030$717,030→ $0
Temporarily Rstr Net Assets$441,385$392,965▼ $48,420
Unrestricted Net Assets$224,660$232,217▲ $7,557
Total Net Assets Fund Balance$1,383,075$1,342,212▼ $40,863
Total Liabilities and Net Assets / Fund Balance$1,383,075$1,342,212▼ $40,863

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$242,768--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$747,870-▲ $705-$742,238
2017$806,126-▲ $34,495-$747,870
2016$727,610-▲ $84,901-$806,126
2015$754,108$1,132▼ $338-$727,610
2014$804,214-▼ $8,614-$754,108
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon D Whitehurst-payneFormer President
Susan HoekengaPresident
Dr Cynthia AveryVice President
Barbara BrownDirector
Mary JohnsonDirector
Maureen LambertiDirector
Monica GrandeDirector
Rebecca PhillpottDirector
Christina ConleySecretary
Steve NunezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$176,222
Program Service Revenue
$0
Investment Income
$105,612
Other Revenue
$5,000
All Other Contributions
$176,222
Change in Net Assets
$55,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,006
Grants and Similar Amounts Paid$77,157
Total Fundraising Expense$13,078
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$77,157--$77,157
Fees for Service Investment Mgmnt Fees-$14,836-$14,836
Office Expenses$2,725$751$721$4,197
Insurance$579$579$579$1,737
Other Expenses$1,620$11,778$11,778$1,620
Total Functional Expenses$190,141$27,944$13,078$231,163
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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
6197257665
Address
4100 NORMAL STREET 3251, SAN DIEGO, CA 92103

Signing Officer

Name
Susan Hoekenga
Title
President
Phone
6199441097
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Hoekenga
Formed
1954
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108
Preparer
Richard Hotz
Phone
6192311977
Raw XML AppendixShowing 400 of 458 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT FUTURE EDUCATORS THROUGH COUNSELING AND MENTORING.
IRS990/AllOtherContributionsAmt0176222
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TINA TRAN
IRS990/BooksInCareOfDetail/PhoneNum06197257665
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 NORMAL ST ROOM 3251
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092103
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0261818
IRS990/CashNonInterestBearingGrp/EOYAmt0221145
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0176222
IRS990/CYGrantsAndSimilarPaidAmt077157
IRS990/CYInvestmentIncomeAmt0105612
IRS990/CYOtherExpensesAmt0154006
IRS990/CYOtherRevenueAmt05000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt055671
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0231163
IRS990/CYTotalFundraisingExpenseAmt013078
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0286834
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0190141
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014836
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014836
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0SUSAN HOEKENGA
IRS990/Form990PartVIISectionAGrp/PersonNm1DR CYNTHIA AVERY
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON D WHITEHURST-PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3REBECCA PHILLPOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4MONICA GRANDE
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTINA CONLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MAUREEN LAMBERTI
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE NUNEZ
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065350
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt077157
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt077157
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt077157
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0426576
IRS990/GrossReceiptsAmt0648060
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0579
IRS990/InsuranceGrp/ManagementAndGeneralAmt0579
IRS990/InsuranceGrp/ProgramServicesAmt0579
IRS990/InsuranceGrp/TotalAmt01737
IRS990/InvestmentIncomeGrp/ExclusionAmt040262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0985765
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0985006
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0361226
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/NetAssetsOrFundBalancesBOYAmt01383075
IRS990/NetAssetsOrFundBalancesEOYAmt01342212
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065350
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-96534
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0721
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0751
IRS990/OfficeExpensesGrp/ProgramServicesAmt02725
IRS990/OfficeExpensesGrp/TotalAmt04197
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STUDENT/SCHOOL ENRICHME
IRS990/OtherExpensesGrp/Desc1COUNSELORS
IRS990/OtherExpensesGrp/Desc2CONSULTANTS
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt011778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011778
IRS990/OtherExpensesGrp/ProgramServicesAmt055782
IRS990/OtherExpensesGrp/ProgramServicesAmt140500
IRS990/OtherExpensesGrp/ProgramServicesAmt211778
IRS990/OtherExpensesGrp/ProgramServicesAmt31620
IRS990/OtherExpensesGrp/TotalAmt055782
IRS990/OtherExpensesGrp/TotalAmt140500
IRS990/OtherExpensesGrp/TotalAmt235334
IRS990/OtherExpensesGrp/TotalAmt31620
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT MANAGEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt05000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05000
IRS990/OtherRevenueTotalAmt05000
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0717030
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0717030
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN HOEKENGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0182514
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060000
IRS990/PYInvestmentIncomeAmt063792
IRS990/PYOtherExpensesAmt0200217
IRS990/PYOtherRevenueAmt05000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-8911
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0260217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0251306
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt055671
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136061
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt014686
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt09800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt07400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt052036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0176222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0187280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0197480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0266656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01010152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0110612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt068792
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027415
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037751
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040093
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0284663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0110612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt037751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0284663
IRS990ScheduleA/InvestmentIncomeCYPct00.21980
IRS990ScheduleA/InvestmentIncomePYPct00.16990
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74000
IRS990ScheduleA/PublicSupportPY509Pct00.79140
IRS990ScheduleA/PublicSupportTotal509Amt0958116
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt014686
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt09800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt052036
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0176222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0187280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0197480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0266656
IRS990ScheduleA/Total509Grp/TotalAmt01010152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0286834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0251306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0214695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0235231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0306749
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01294815
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06337
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0747870
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0742238
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06901
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0806126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0747870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt085850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0727610
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0806126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084901
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0754108
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01132
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0727610
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt021109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0804214
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0754108
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt035000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8614
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0742238
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1242768
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SCHWAB INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1UNION BANK INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0985006
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031504
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt145653
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STEM SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FUTURE TEACHER SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt119
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0441385
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0392965
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01383075
IRS990/TotalAssetsEOYAmt01342212
IRS990/TotalAssetsGrp/BOYAmt01383075
IRS990/TotalAssetsGrp/EOYAmt01342212
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0176222
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013078
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027944
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01383075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01342212
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0190141

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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