SAN FRANCISCO EDUCATION FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO EDUCATION FUND (EIN 94-1592822)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-06
- IRS object ID
- 202641269349302624
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T14:12:00-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941592822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Education Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4156955400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Mission St 3rd Flr | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Levy Walden | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 4156955400 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ann Levy Walden | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Mission St 3rd Flr | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,155,685 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://sfedfund.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To advance equitable education in San Francisco public schools. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,083,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,376,753 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $467,775 | PYInvestmentIncomeAmt |
| CY Investment Income | $606,219 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$264,088 | PYOtherRevenueAmt |
| CY Other Revenue | -$110,502 | CYOtherRevenueAmt |
| PY Total Revenue | $4,286,912 | PYTotalRevenueAmt |
| CY Total Revenue | $3,872,470 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,502 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $761,197 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,527,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,772,489 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $38,987 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $380,033 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $768,764 | PYOtherExpensesAmt |
| CY Other Expenses | $1,118,167 | CYOtherExpensesAmt |
| PY Total Expenses | $2,546,579 | PYTotalExpensesAmt |
| CY Total Expenses | $3,690,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,740,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $181,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,244,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,398,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $547,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $808,925 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,696,335 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,589,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The San Francisco Education Fund advances equitable education by providing quality learning programs, community support, and transformative financial resources to teachers, students, and schools. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,762,188 | ExpenseAmt |
| Grant | $441,300 | GrantAmt |
| Desc | Quality Learning- High Impact Literacy Tutoring: The SF Ed Fund works with Stanford's National Student Support Accelerator and schools to vet providers, then with schools to qualify and select student participants, and finally with schools and providers on implementation and evaluation. San Francisco Literacy Coalition: The San Francisco Literacy Coalition unites community partners to provide strategically coordinated, highly effective reading and writing supports to students from pre-K through 5th grade to increase literacy achievement. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $433,658 | ExpenseAmt |
| Desc | Community Support-General & Mindful Arts Volunteers: The SF Ed Fund's Classroom Support Program places volunteers in classrooms across 50+ schools to support students and teachers across TK-12th grade. SF Ed Fund volunteers get matched with teacher requests for support, which can include individual or small group student tutoring, general teacher support, or mentoring an individual student. Corporate Volunteers (CtS): The SF Ed Fund engages local companies to partner with San Francisco public schools through our Circle the Schools Corporate Partnerships program. Continued in Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $401,946 | ExpenseAmt |
| Grant | $319,897 | GrantAmt |
| Desc | Financial Suppport-Educator Grants: The SF Ed Fund's Educator Grants support teachers, principals, and administrators at select high-need schools. Educator Impact Grants (formerly known as Create Joy Grants) empower educators to create impactful opportunities that increase student attendance, increase teacher retention, and ultimately increase student sense of belonging. Educators can apply for $5,000 for a classroom grant or up to $10,000 for a school-wide or multiple classroom grant. Continued in Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,597,792 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156955400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Mission St 3rd Flr | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054059 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Prasanth Boda | |||||||
| Director | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Becky Karsh | |||||||
| Director | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Katherine Ladd | |||||||
| Director | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Billy McRae | |||||||
| Director | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Adam Anderson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Josue Aparicio | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Ghobrial | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Jones | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| James Kim | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark McGee | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Rachel Patterson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Shalu Umpathy | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Kauth Warren | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Courtney Young Law | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Levy Walden | |||||||
| CEO | 40.00 | Yes (X) | $174,484 | $0 | $10,010 | ||
| Rebecca Kroll | |||||||
| COO | 40.00 | Yes (X) | $159,614 | $0 | $10,159 | ||
| Laura King | |||||||
| Chief Development & Impact Officer | 40.00 | $124,523 | $0 | $9,154 | Yes (X) | ||
| Jenny Siegel | |||||||
| Sr. Director of Programs | 40.00 | $104,816 | $0 | $9,353 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $563,437 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,676 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TNTP Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 7th Avenue 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SF Literacy Coalition strategic plan and | ServicesDesc |
| Compensation | $124,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $607,648 | FundraisingAmt |
| Government Grants | $501,873 | GovernmentGrantsAmt |
| All Other Contributions | $2,267,232 | AllOtherContributionsAmt |
| Noncash Contributions | $19,464 | NoncashContributionsAmt |
| Total Contributions | $3,376,753 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $552,171 | TotalRevenueColumnAmt |
| Exclusion | $552,171 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,952 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,048 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,048 | TotalRevenueColumnAmt |
| Exclusion | $54,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $607,648 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $137,263 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$110,663 | TotalRevenueColumnAmt |
| Exclusion | -$110,663 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $161 | TotalRevenueColumnAmt |
| Exclusion | $161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $161 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,872,470 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $495,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,197 | TotalAmt |
| Program Services | $761,197 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,496 | TotalAmt |
| Program Services | $256,704 | ProgramServicesAmt |
| Management And General | $87,487 | ManagementAndGeneralAmt |
| Fundraising | $42,305 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,387 | TotalAmt |
| Program Services | $698,221 | ProgramServicesAmt |
| Management And General | $230,474 | ManagementAndGeneralAmt |
| Fundraising | $209,692 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,655 | TotalAmt |
| Program Services | $70,913 | ProgramServicesAmt |
| Management And General | $44,891 | ManagementAndGeneralAmt |
| Fundraising | $12,851 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,951 | TotalAmt |
| Program Services | $79,292 | ProgramServicesAmt |
| Management And General | $21,484 | ManagementAndGeneralAmt |
| Fundraising | $18,175 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,059 | TotalAmt |
| Management And General | $151,059 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,987 | TotalAmt |
| Fundraising | $38,987 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,414 | TotalAmt |
| Program Services | $543,322 | ProgramServicesAmt |
| Management And General | $44,015 | ManagementAndGeneralAmt |
| Fundraising | $3,077 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,446 | TotalAmt |
| Program Services | $7,399 | ProgramServicesAmt |
| Fundraising | $47 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,941 | TotalAmt |
| Program Services | $28,114 | ProgramServicesAmt |
| Management And General | $26,619 | ManagementAndGeneralAmt |
| Fundraising | $25,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,068 | TotalAmt |
| Program Services | $14,268 | ProgramServicesAmt |
| Management And General | $18,348 | ManagementAndGeneralAmt |
| Fundraising | $5,452 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,085 | TotalAmt |
| Program Services | $40,494 | ProgramServicesAmt |
| Management And General | $57,098 | ManagementAndGeneralAmt |
| Fundraising | $15,493 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,455 | TotalAmt |
| Program Services | $4,144 | ProgramServicesAmt |
| Management And General | $975 | ManagementAndGeneralAmt |
| Fundraising | $336 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,782 | TotalAmt |
| Program Services | $13,717 | ProgramServicesAmt |
| Management And General | $1,013 | ManagementAndGeneralAmt |
| Fundraising | $1,052 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,946 | TotalAmt |
| Program Services | $11,224 | ProgramServicesAmt |
| Management And General | $14,428 | ManagementAndGeneralAmt |
| Fundraising | $4,294 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,474 | TotalAmt |
| Program Services | $6,703 | ProgramServicesAmt |
| Management And General | $10,207 | ManagementAndGeneralAmt |
| Fundraising | $2,564 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other program expenses | $50,931 | $46,014 | $4,917 | |
| School site funds | $10,526 | $10,526 | ||
| Student funds/incentive | $5,540 | $5,540 | ||
| Write-off | $500 | $500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,840 | TotalAmt |
| Program Services | $2,597,792 | ProgramServicesAmt |
| Management And General | $713,015 | ManagementAndGeneralAmt |
| Fundraising | $380,033 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,175 | BOYAmt |
| EOY | $137,466 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,080,484 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,471 | BOYAmt |
| EOY | $685,042 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,415 | BOYAmt |
| EOY | $284,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,682 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,258 | BOYAmt |
| EOY | $1,776 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,737,864 | BOYAmt |
| EOY | $10,829,854 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,733 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $368,102 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,244,183 | BOYAmt |
| EOY | $13,398,214 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,373 | BOYAmt |
| EOY | $128,255 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,875 | BOYAmt |
| EOY | $250,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,600 | BOYAmt |
| EOY | $429,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,848 | BOYAmt |
| EOY | $808,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,067,923 | BOYAmt |
| EOY | $4,011,874 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,628,412 | BOYAmt |
| EOY | $8,577,415 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,696,335 | BOYAmt |
| EOY | $12,589,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,244,183 | BOYAmt |
| EOY | $13,398,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $181,630 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $711,324 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,030,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,960,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,844,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,083,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,376,753 | CurrentTaxYearAmt |
| Total | $24,294,635 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,030,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,960,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,844,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,083,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,376,753 | CurrentTaxYearAmt |
| Total | $24,294,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,008,455 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,286,180 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $153,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,171 | CurrentTaxYearAmt |
| Total | $1,498,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,793,143 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,486 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,642,851 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $680,057 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $412,849 | OtherExpendituresAmt |
| End Year Balance | $7,910,059 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,317,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $868,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $543,498 | OtherExpendituresAmt |
| End Year Balance | $7,642,851 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,017,573 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $652,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $352,706 | OtherExpendituresAmt |
| End Year Balance | $7,317,723 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,598,741 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$581,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $7,017,573 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,554,664 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,020,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $976,070 | OtherExpendituresAmt |
| End Year Balance | $7,598,741 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,682 | DepreciationAmt |
| Book Value | $1,776 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,776 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease liability - operating lease | $365,400 |
| Lease liability - finance lease | $10,878 |
| Agency liabilites | $53,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $429,733 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,439,451 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $711,324 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,498 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $713,822 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,725,629 | RevenueSubtotalAmt |
| Other Revenues Not Included | $146,841 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $146,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,872,470 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,546,497 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,498 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,498 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,543,999 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $146,841 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $146,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,690,840 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Education Fund's endowment includes two donor-restricted endowment funds: one to support teacher grants; and the second to support activities deemed by the Board of Directors of the Education Fund to improve the quality of education in San Francisco public schools. A third endowment fund consists of reserves designated by the Board of Directors of the Education Fund to function as an endowment. |
| Part X, Line 2: | Management has evaluated The Fund's tax positions and has concluded that The Fund has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. |
| Part XI, Line 4b - Other Adjustments: | Fundraising expenses netted in revenue 146,841. |
| Part XII, Line 4b - Other Adjustments: | Fundraising expenses netted in revenue 146,841. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Rebecca Moreno | ||||||||
| 1258 Ocean Avenue | Emeryville | CA | 94608 | Grant writing | 0 | $20,000 | $5,218 | $14,782 |
| Jennifer Bing | ||||||||
| 5924 Fredricks Rd | Sebastopol | CA | 95472 | Event planning, staffing, and in-kind donation solicitation | 0 | $0 | $33,769 | -$33,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $20,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $38,987 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,987 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Back to School Gala | Event1Nm |
| Gross Receipts Event1 | $634,248 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $607,648 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,600 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,018 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $28,713 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,194 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $43,144 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,194 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $634,248 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $607,648 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,018 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $28,713 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,194 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $43,144 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,194 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $137,263 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$110,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Create Joy Educator Grants | 41 | $308,467 | $0 |
| Awesome Fund Student Club Grants | 12 | $11,430 | $0 |
| Room2BeWell Educator Wellbeing Stipends | 733 | $441,300 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grantees agree to follow detailed fiscal and programmatic accountability measures, including: Compliance with approved budgets: Grantees must spend funds according to the original project proposal approved by SFEF. Any modification exceeding 20% of a line item requires submitting a Request to Change Budget Allocations and receiving SFEF approval before implementation. Timely use of funds: Checks must be cashed within 90 days, and any unspent funds over $200 must be returned to SFEF by June 1, 2026. Regular reporting: Grantees must submit a mid-year outcomes and data report by February 13, 2026, and a final outcomes and expense report by May 31, 2026. Specific reporting forms are provided by SFEF. Failure to submit required reports by the deadline may result in the funds being considered taxable income (IRS Form 1099). Documentation and visibility: Grantees are required to produce a brief video summarizing project results, present project highlights at an SFEF showcase event, and properly credit SFEF in all related publicity or communications. Monitoring and support: SFEF conducts one to two site visits during the grant period to assess progress. During these visits, staff verify implementation, collect media releases, and provide guidance as needed. Through these procedures SFEF ensures that all grant funds are used responsibly, transparently, and in alignment with the approved project goals. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann Levy Walden | ||||||||||||||
| CEO | $174,484 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,010 | $0 | $184,494 | $0 | $0 | $0 |
| Rebecca Kroll | ||||||||||||||
| COO | $159,614 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,159 | $0 | $169,773 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4b, Community Support: (continued) | Corporate partners can support the SF Ed Fund in three ways: serving as volunteers at school events, serving as sponsors during fundraising events, and providing operating, programs, or school grants. |
| Form 990, Part III, Line 4c, Financial Support: (continued) | Student Grants: The Awesome Fund is a grant specifically designed to provide student-led clubs with financial support for projects that help other students enhance their community, keep students involved in school, and/or provide students with a more meaningful educational experience. Students can apply for a grant from $100-$1,000. Fiscal Sponsorship & Management: The SF Ed Fund is proud to be the 501(c)(3) fiscal sponsor for initiatives and projects that work to improve outcomes for San Francisco children and youth. The SF Ed Fund manages administrative responsibilities or passthrough funds so other organizations can focus on serving students, teachers, and families. Fiscal sponsorship allows these other organizations to operate an education-based project under the Organization's 501(c)(3) status. |
| Form 990, Part VI, Section B, line 11b | The taxpayer's accounting firm forwarded the Form 990 to the Director of Finance. The Director of Finance forwarded the Form 990 to the members of the Audit Committee for their review and approval prior to filing the Form 990. The Form 990 was also shared with all board members, who are encouraged to review the form 990 and to forward their questions to the Director of Finance and/or the Audit Committee Chair. The Director of Finance, Audit Committee members, or the accounting firm address the questions from the board. Finally, the board ratifies the Audit Committee's approval of the Form 990. |
| Form 990, Part VI, Section B, line 12c | All employees are required to review and acknowledge acceptance of the terms and conditions of the employee handbook, which includes the most recent version of the Conflict of Interest Policy. In addition, the Governance Committee of the Board of Directors reviews the Conflict of Interest Policy on an annual basis and oversees Board compliance with the policy. |
| Form 990, Part VI, Section B, line 15 | The process for determining compensation includes review of compensation surveys and similar forms 990. Formal approval by the Board or Compensation Committee is needed to decide on compensation. |
| Form 990, Part VI, Section C, line 19 | The Organization provides its governing documents, Conflict of Interest Policy, and financial statements via mail or email upon request. |
| Form 990, Part IX, line 11g | Consultants and contractors: Program service expenses 543,322. Management and general expenses 44,015. Fundraising expenses 3,077. Total expenses 590,414. |
| Form 990, Part XII, Line 2c: | The Organization's Audit Committee is responsible for the oversight of the audit, including the selection of the independent accountant. The process is consistent with previous years. |
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