Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
47th percentile
Higher net margin than 47% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Assets
Up$1,517,038
Up $217,035 (+17%) from 2020
Net Assets
Up$1,517,038
Up $217,035 (+17%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Up$232,622
Up $24,611 (+12%) from 2020
Expenses
Down$207,401
Down $704 (-0.3%) from 2020
Net Income
Up$25,221
Up $25,315 (+26931%) from 2020
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $927,941 | $1,111,187 | ▲ $183,246 |
| Cash and Non-Interest-Bearing Accounts | $235,681 | $269,333 | ▲ $33,652 |
| Savings and Temporary Cash Investments | $136,381 | $136,518 | ▲ $137 |
| Total Assets | $1,300,003 | $1,517,038 | ▲ $217,035 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $1,053,653 | $1,154,430 | ▲ $100,777 |
| Net Assets Without Donor Restrictions | $246,350 | $362,608 | ▲ $116,258 |
| Total Net Assets Fund Balance | $1,300,003 | $1,517,038 | ▲ $217,035 |
| Total Liabilities and Net Assets / Fund Balance | $1,300,003 | $1,517,038 | ▲ $217,035 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $299,863 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $688,899 | - | ▲ $168,634 | - | $811,324 |
| 2019 | $742,238 | - | ▼ $7,101 | - | $688,899 |
| 2018 | $747,870 | - | ▲ $705 | - | $742,238 |
| 2017 | $806,126 | - | ▲ $34,495 | - | $747,870 |
| 2016 | $727,610 | - | ▲ $84,901 | - | $806,126 |
| Name | Title |
|---|---|
| Susan Hoekenga | President |
| Barbara Brown | Director |
| Mary Johnson | Director |
| Maureen Lamberti | Director |
| Sharon D Whitehurst-payne | Director |
| Christina Conley | Secretary |
| Monica Grande | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $123,901 |
| Grants and Similar Amounts Paid | $83,500 |
| Total Fundraising Expense | $11,213 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $83,500 | - | - | $83,500 |
| Fees for Service Investment Mgmnt Fees | - | $15,142 | - | $15,142 |
| Office Expenses | $2,660 | $63 | - | $2,723 |
| Insurance | $546 | $546 | $546 | $1,638 |
| Other Expenses | $1,430 | $10,667 | $10,667 | $1,430 |
| All Other Expenses | $250 | - | - | $250 |
| Total Functional Expenses | $169,770 | $26,418 | $11,213 | $207,401 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $229,659 |
| Total Expenses per Form 990 | $207,401 |
| Expenses per Audited Statements | $197,259 |
| Expenses Not Reported on Form 990 | $32,400 |
| Expenses Not Reported on Financial Statements | $10,142 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“DOCUMENTED BY SECRETARY”
“Reviewed at board meeting”
“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.”
“All documents are available upon request.”
“To fund educational scholarships.”
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/AccountantCompileOrReviewInd | 0 | 1 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO SUPPORT FUTURE EDUCATORS THROUGH COUNSELING AND MENTORING. |
| IRS990/AllOtherContributionsAmt | 0 | 190895 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 250 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 250 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TINA TRAN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6197257665 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4100 NORMAL ST ROOM 3251 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92103 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 235681 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 269333 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 190895 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 83500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 36727 |
| IRS990/CYOtherExpensesAmt | 0 | 123901 |
| IRS990/CYOtherRevenueAmt | 0 | 5000 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 25221 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 207401 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 11213 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 232622 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | 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. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1053653 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1154430 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 169770 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 15142 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 15142 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SUSAN HOEKENGA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | SHARON D WHITEHURST-PAYNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MONICA GRANDE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BARBARA BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRISTINA CONLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARY JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MAUREEN LAMBERTI |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1954 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -11305 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantAmt | 0 | 83500 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 83500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 83500 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 243927 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 546 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 546 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 546 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1638 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 48032 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 48032 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 927941 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 1111187 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 11305 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1300003 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1517038 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -11305 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -11305 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 191814 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 246350 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 362608 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 63 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2660 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2723 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | COUNSELORS |
| IRS990/OtherExpensesGrp/Desc | 1 | STUDENT/SCHOOL ENRICHME |
| IRS990/OtherExpensesGrp/Desc | 2 | CONSULTANTS |
| IRS990/OtherExpensesGrp/Desc | 3 | SCHOLARSHIP EVENTS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 10667 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 10667 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 38000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 32717 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 10667 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1430 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 38000 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 32717 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 32001 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1430 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5000 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5000 |
| IRS990/OtherRevenueTotalAmt | 0 | 5000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | SUSAN HOEKENGA |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 172181 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 70750 |
| IRS990/PYInvestmentIncomeAmt | 0 | 34830 |
| IRS990/PYOtherExpensesAmt | 0 | 137355 |
| IRS990/PYOtherRevenueAmt | 0 | 1000 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -94 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 208105 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 208011 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 25221 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 136381 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 136518 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 8975 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 2916 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt | 0 | 14686 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10050 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt | 0 | 9800 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 46427 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 190895 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 172181 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 176222 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 182514 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 187280 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 909092 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 36727 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 37223 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 110612 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 68792 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 27415 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 280769 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 36727 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 37223 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 110612 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 68792 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 27415 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 280769 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.23600 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.23530 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.72500 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.72500 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 862665 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 8975 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 2916 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 14686 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10050 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 9800 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 46427 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 190895 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 172181 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 176222 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 182514 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 187280 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 909092 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 227622 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 209404 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 286834 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 251306 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 214695 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1189861 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 6204 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 688899 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 811324 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 40005 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 168634 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 6238 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 742238 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 688899 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 40000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -7101 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 6337 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 747870 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 742238 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 705 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 6901 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 806126 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 747870 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 85850 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 34495 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 6385 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 727610 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 806126 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 84901 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 32400 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 32400 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 32400 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 10142 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 197259 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 10142 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 10142 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 811324 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 299863 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | SCHWAB INVESTMENTS |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | UNION BANK INVESTMENTS |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 191814 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 224214 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 10142 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 222480 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | TO FUND EDUCATIONAL SCHOLARSHIPS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 1111187 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 207401 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 232622 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 446694 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 229659 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 68000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 15500 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | STEM SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | FUTURE TEACHER SCHOLARSHIPS FOR VARIOUS COLLEGE STUDENTS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 30 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 9 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE 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/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DOCUMENTED BY SECRETARY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REVIEWED AT BOARD MEETING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1300003 |
| IRS990/TotalAssetsEOYAmt | 0 | 1517038 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1300003 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1517038 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 190895 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 11213 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 26418 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 169770 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 207401 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1300003 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1517038 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 169770 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 36727 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5000 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 232622 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 11 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1300003 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1517038 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.