CABRILLO EDUCATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CABRILLO EDUCATION FOUNDATION (EIN 94-2976402)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-08
IRS object ID
202431909349301028
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-07-08T13:12:44-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823120630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COASTSIDE TAX CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 CABRILLO HWY S STE 105DAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940197205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942976402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CABRILLO EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCABRBusinessNameControlTxt
Phone6502867811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 354AddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE IZZARELLIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6503390370PhoneNum
Signature2024-06-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastIZZARELLIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY CHONGPreparerPersonNm
PTINP00787696PTIN
Phone6507135089PhoneNum
Preparation2024-06-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE IZZARELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1214 FILBERT STREETAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$393,851GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CEFFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$221,020PYContributionsGrantsAmt
CY Contributions Grants$179,532CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$39,783PYInvestmentIncomeAmt
CY Investment Income$92,135CYInvestmentIncomeAmt
PY Other Revenue$16,573PYOtherRevenueAmt
CY Other Revenue$70,989CYOtherRevenueAmt
PY Total Revenue$277,376PYTotalRevenueAmt
CY Total Revenue$342,656CYTotalRevenueAmt
PY Grants And Similar Paid$212,616PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$223,838CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$150,335PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$151,560CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,436CYTotalFundraisingExpenseAmt
PY Other Expenses$42,227PYOtherExpensesAmt
CY Other Expenses$42,136CYOtherExpensesAmt
PY Total Expenses$405,178PYTotalExpensesAmt
CY Total Expenses$417,534CYTotalExpensesAmt
PY Revenues Less Expenses-$127,802PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$74,878CYRevenuesLessExpensesAmt
Total Assets BOY$2,922,310TotalAssetsBOYAmt
Total Assets EOY$3,348,534TotalAssetsEOYAmt
Total Liabilities BOY$185,418TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,736,892NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,332,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$327,268ExpenseAmt
Grant$223,838GrantAmt
DescCEF ACHIEVEMENTS 2023 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: SCIENCE, MATH, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. SCIENCE PROGRAMS: APPROXIMATELY 2000 STUDENTS BENEFITED FROM DEDICATED FACULTY-DIRECTED COLLABORATION TIME TO ASSIST DISTRICT SCIENCE TEACHERS FROM 5TH GRADE TO 12TH GRADE IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 105,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUED TO TEACH 5TH GRADE SCIENCE TO APPROXIMATELY 250 STUDENTS FROM FOUR ELEMENTARY SCHOOLS. MATH PROGRAM: CEF FUNDING SUPPORTED THE 6TH - 12TH GRADE MATH TEACHERS IN A MONTHLY COLLABORATION, WHICH WAS KEY TO ALIGNING THE NEW CURRICULUM ADOPTION. COLLEGE & CAREER READINESS: CEF FUNDED THE REAL LIFE LEARNING (RLL) PROGRAM AT HALF MOON BAY HS, WHICH GIVES STUDENTS OPPORTUNITIES TO EXPLORE CAREER PATHWAYS THROUGH COMMUNITY SERVICE AND WORK-BASED LEARNING. CEF PARTNERED WITH RLL AND CTE AT THE HIGH SCHOOL TO DELIVER A YEAR-LONG CAREER EXPLORATION INITIATIVE WITH 7 CAREER PANELS AND A JOB FAIR. INNOVATION GRANTS: CEF FUNDED 10 INNOVATION GRANTS (1000 EACH) TO TEACHERS WITHIN THE CUSD SCHOOLS. THESE GRANTS ALLOW TEACHERS TO THINK OUTSIDE OF THEIR STANDARD CURRICULUM. FOR EXAMPLE, FUNDING PROVIDES ENGAGING MATERIALS FOR THE 5TH GRADE SCIENCE CURRICULUM, EDUCATIONAL GAMES & SUPPLIES TO HELP DEVELOP BASIC STEM SKILLS, AND A DIGITAL ART & DESIGN'S CLASS T-SHIRT LOGO CONTEST RESULTING IN OVER 50 3-COLOR SCREEN PRINTED SHIRTS. COASTSIDE FUTURES/SCHOLARSHIPS: IN 2023, CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2023, COLLEGE SCHOLARSHIPS WERE GRANTED TO 18 TOTAL STUDENTS: 14 AT HALF MOON BAY HIGH SCHOOL, 2 AT PILARCITOS, AND 2 AT LA HONDA PESCADERO FOR A TOTAL OF 40,000.Desc
Total Program Service Expenses$327,268TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUTRO LIPersonNm
Phone4158949186PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 354AddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ANJULI GUPTA
PRESIDENT4.00Yes (X)$0$0$0
STEPHANIE IZZARELLI
TREASURER5.00Yes (X)$0$0$0
BETTINA LUNASIN
VICE PRESIDE4.00Yes (X)$0$0$0
ALLAN SMITH
SECRETARY4.00Yes (X)$0$0$0
LAUREN WILSON
OFFICER1.00Yes (X)$0$0$0
GRACIELLA KRABBENSCHMIDT
DIRECTOR1.00$0$0$0Yes (X)
TERESA HOLWAY
DIRECTOR1.00$0$0$0Yes (X)
LEIGH ANN KOELSCH
DIRECTOR1.00$0$0$0Yes (X)
JENNIFER MENDOZA
DIRECTOR1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$179,532AllOtherContributionsAmt
Noncash Contributions$5,520NoncashContributionsAmt
Total Contributions$179,532TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,372TotalRevenueColumnAmt
Exclusion$84,372ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,867SecuritiesAmt
Other$2,650OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,754SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,113SecuritiesAmt
Other$2,650OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,763TotalRevenueColumnAmt
Related Or Exempt Func Income$7,763RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$88,422FundraisingGrossIncomeAmt
Fundraising Direct Expenses$18,441FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,981TotalRevenueColumnAmt
Exclusion$69,981ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
REFUNDS / REBATES$921$921
ONLINE AFFINITY$87$87
FieldValueIRS element (for citing)
Other Revenue Total$1,008OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$342,656TotalRevenueColumnAmt
Related Or Exempt Func Income$7,763RelatedOrExemptFuncIncomeAmt
Exclusion$155,361ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$223,838TotalAmt
Program Services$223,838ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$113,080TotalAmt
Program Services$67,848ProgramServicesAmt
Management And General$13,570ManagementAndGeneralAmt
Fundraising$31,662FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,309TotalAmt
Program Services$18,185ProgramServicesAmt
Management And General$3,638ManagementAndGeneralAmt
Fundraising$8,486FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,171TotalAmt
Program Services$4,902ProgramServicesAmt
Management And General$981ManagementAndGeneralAmt
Fundraising$2,288FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,780TotalAmt
Management And General$9,780ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,969TotalAmt
Management And General$4,969ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,203TotalAmt
Program Services$4,203ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$418TotalAmt
Management And General$418ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,783TotalAmt
Management And General$5,783ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,968TotalAmt
Management And General$2,968ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COMMUNITY HUB$8,292$8,292
DUES, FEES, LICENSES$3,631$3,631
SUPPLIES$942$942
BANK AND CREDIT CARD$673$673

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$477TotalAmt
Management And General$477ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$417,534TotalAmt
Program Services$327,268ProgramServicesAmt
Management And General$47,830ManagementAndGeneralAmt
Fundraising$42,436FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,078BOYAmt
EOY$13,221EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$67,983BOYAmt
EOY$75,161EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,124BOYAmt
EOY$40,334EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,816,125BOYAmt
EOY$3,219,818EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,922,310BOYAmt
EOY$3,348,534EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$185,418BOYAmt
EOY$16,534EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$185,418BOYAmt
EOY$16,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,995BOYAmt
EOY$709,103EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,622,897BOYAmt
EOY$2,622,897EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,736,892BOYAmt
EOY$3,332,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,922,310BOYAmt
EOY$3,348,534EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$74,878ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$669,986NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,932CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296,611CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,020CurrentTaxYearMinus1YearAmt
Current Tax Year$179,532CurrentTaxYearAmt
Total$967,475TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,932CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296,611CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,020CurrentTaxYearMinus1YearAmt
Current Tax Year$179,532CurrentTaxYearAmt
Total$967,475TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$967,475PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,482CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,783CurrentTaxYearMinus1YearAmt
Current Tax Year$84,372CurrentTaxYearAmt
Total$251,008TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Total$2TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,814CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,609CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,943CurrentTaxYearMinus1YearAmt
Current Tax Year$89,430CurrentTaxYearAmt
Total$225,732TotalAmt
FieldValueIRS element (for citing)
Total Support$1,444,217TotalSupportAmt
Public Support CY1700.66990PublicSupportCY170Pct
Public Support PY1700.69720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 136,302ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,816,126BeginningYearBalanceAmt
Contributions$172,984ContributionsAmt
Investment Earnings Or Losses$585,978InvestmentEarningsOrLossesAmt
Grants Or Scholarships$223,838GrantsOrScholarshipsAmt
Other Expenditures$100,015OtherExpendituresAmt
Administrative Expenses$31,415AdministrativeExpensesAmt
End Year Balance$3,219,818EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,573,853BeginningYearBalanceAmt
Contributions$221,020ContributionsAmt
Investment Earnings Or Losses-$603,747InvestmentEarningsOrLossesAmt
Grants Or Scholarships$212,617GrantsOrScholarshipsAmt
Other Expenditures$158,705OtherExpendituresAmt
Administrative Expenses$3,678AdministrativeExpensesAmt
End Year Balance$2,816,126EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,216,267BeginningYearBalanceAmt
Contributions$235,242ContributionsAmt
Investment Earnings Or Losses$497,447InvestmentEarningsOrLossesAmt
Grants Or Scholarships$202,745GrantsOrScholarshipsAmt
Other Expenditures$146,423OtherExpendituresAmt
Administrative Expenses$25,934AdministrativeExpensesAmt
End Year Balance$3,573,853EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,903,571BeginningYearBalanceAmt
Contributions$75,340ContributionsAmt
Investment Earnings Or Losses$538,856InvestmentEarningsOrLossesAmt
Grants Or Scholarships$284,936GrantsOrScholarshipsAmt
Other Expenditures$16,564OtherExpendituresAmt
End Year Balance$3,216,267EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,582,013BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$647,311InvestmentEarningsOrLossesAmt
Grants Or Scholarships$190,100GrantsOrScholarshipsAmt
Other Expenditures$93,606OtherExpendituresAmt
Administrative Expenses$33,201AdministrativeExpensesAmt
End Year Balance$2,903,571EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED PTO$9,240
INNOVATION GRANTS$6,976
CREDIT CARDS$318
FieldValueIRS element (for citing)
Total Liability$16,534TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE CABRILLO EDUCATION FOUNDATION ENDOWMENT FUND IS DESIGNED TO PROVIDE A LONG TERM, STABLE SOURCE OF UNRESTRICTED INCOME TO THE SCHOOLS WITHIN THE CABRILLO UNIFIED SCHOOL DISTRICT. EVERY DONATION IS A LASTING GIFT THAT WILL BENEFIT OUR STUDENTS AND COMMUNITY FOR GENERATIONS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CORNHOLE AND OTEvent1Nm
Gross Receipts Event1$88,422GrossReceiptsEvent1Amt
Gross Revenue Event1$88,422GrossRevenueEvent1Amt
Other Direct Expenses Event1$18,441OtherDirectExpensesEvent1Amt
Gross Receipts Total$88,422GrossReceiptsTotalAmt
Gross Revenue Total Events$88,422GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$18,441OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$18,441DirectExpenseSummaryEventsAmt
Net Income Summary$69,981NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$171,600SCI, AVID,
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$15,738INNOVATION GRANTS
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$36,500COASTSIDE PROMISE

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVERAGES THE POWER OF ITS ANNUAL ENDOWMENT DISTRIBUTION TO ADD NEW PROGRAMS SUCH AS ITS INNOVATION GRANTS TO BOTH CUSD FACULTY AND STUDENTS. THESE GRANTS SEEK TO IDENTIFY AND SUPPORT TEACHER AND STUDENT INNOVATIONS THAT CAN BE GAMECHANGERS AND POTENTIALLY TAKEN TO SCALE.
FORM 990, PAGE 2, PART III, LINE 4ACEF ACHIEVEMENTS 2023 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: SCIENCE, MATH, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. SCIENCE PROGRAMS: APPROXIMATELY 2000 STUDENTS BENEFITED FROM DEDICATED FACULTY-DIRECTED COLLABORATION TIME TO ASSIST DISTRICT SCIENCE TEACHERS FROM 5TH GRADE TO 12TH GRADE IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 105,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUED TO TEACH 5TH GRADE SCIENCE TO APPROXIMATELY 250 STUDENTS FROM FOUR ELEMENTARY SCHOOLS. MATH PROGRAM: CEF FUNDING SUPPORTED THE 6TH - 12TH GRADE MATH TEACHERS IN A MONTHLY COLLABORATION, WHICH WAS KEY TO ALIGNING THE NEW CURRICULUM ADOPTION. COLLEGE & CAREER READINESS: CEF FUNDED THE REAL LIFE LEARNING (RLL) PROGRAM AT HALF MOON BAY HS, WHICH GIVES STUDENTS OPPORTUNITIES TO EXPLORE CAREER PATHWAYS THROUGH COMMUNITY SERVICE AND WORK-BASED LEARNING. CEF PARTNERED WITH RLL AND CTE AT THE HIGH SCHOOL TO DELIVER A YEAR-LONG CAREER EXPLORATION INITIATIVE WITH 7 CAREER PANELS AND A JOB FAIR. INNOVATION GRANTS: CEF FUNDED 10 INNOVATION GRANTS (1000 EACH) TO TEACHERS WITHIN THE CUSD SCHOOLS. THESE GRANTS ALLOW TEACHERS TO THINK OUTSIDE OF THEIR STANDARD CURRICULUM. FOR EXAMPLE, FUNDING PROVIDES ENGAGING MATERIALS FOR THE 5TH GRADE SCIENCE CURRICULUM, EDUCATIONAL GAMES & SUPPLIES TO HELP DEVELOP BASIC STEM SKILLS, AND A DIGITAL ART & DESIGN'S CLASS T-SHIRT LOGO CONTEST RESULTING IN OVER 50 3-COLOR SCREEN PRINTED SHIRTS. COASTSIDE FUTURES/SCHOLARSHIPS: IN 2023, CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2023, COLLEGE SCHOLARSHIPS WERE GRANTED TO 18 TOTAL STUDENTS: 14 AT HALF MOON BAY HIGH SCHOOL, 2 AT PILARCITOS, AND 2 AT LA HONDA PESCADERO FOR A TOTAL OF 40,000.
FORM 990, PART VITHE BOARD HAS A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE DRAFT FORM 990 IN DETAIL. ONCE THEY APPROVE THE DRAFT, A DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12CDIRECTORS ARE MONITORED ANNUALLY FOR CONFLICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ATHE HUMAN RESOURCE COMMITTEE MEETS AT LEAST ANNUALLY AND CONDUCTS A PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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