CABRILLO EDUCATION FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CABRILLO EDUCATION FOUNDATION (EIN 94-2976402)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349326091
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-11-15T18:11:49-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Phone6507267871PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANJULI GUPTAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503390370PhoneNum
Signature2023-11-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANJULIPersonFirstNm
Person LastGUPTAPersonLastNm
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
Preparation2023-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANJULI GUPTAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 VALDEZ AVENUEAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$299,746GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers24TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$296,611PYContributionsGrantsAmt
CY Contributions Grants$221,020CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$88,877PYInvestmentIncomeAmt
CY Investment Income$39,783CYInvestmentIncomeAmt
PY Other Revenue$41,427PYOtherRevenueAmt
CY Other Revenue$16,573CYOtherRevenueAmt
PY Total Revenue$426,915PYTotalRevenueAmt
CY Total Revenue$277,376CYTotalRevenueAmt
PY Grants And Similar Paid$202,346PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$212,616CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$144,719PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$150,335CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,093CYTotalFundraisingExpenseAmt
PY Other Expenses$31,372PYOtherExpensesAmt
CY Other Expenses$42,227CYOtherExpensesAmt
PY Total Expenses$378,437PYTotalExpensesAmt
CY Total Expenses$405,178CYTotalExpensesAmt
PY Revenues Less Expenses$48,478PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$127,802CYRevenuesLessExpensesAmt
Total Assets BOY$3,701,488TotalAssetsBOYAmt
Total Assets EOY$2,922,310TotalAssetsEOYAmt
Total Liabilities BOY$193,264TotalLiabilitiesBOYAmt
Total Liabilities EOY$185,418TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,508,224NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,736,892NetAssetsOrFundBalancesEOYAmt
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$319,209ExpenseAmt
Grant$212,616GrantAmt
DescCEF ACHIEVEMENTS 2022 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: LITERACY, SCIENCE, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. LITERACY & ART: BUILDING UPON THE BIG LIFT INITIATIVE, CEF FUNDED THE LOS LISTOS PRESCHOOL AND BIG LIFT INSPIRING SUMMERS PROGRAM. IN ADDITION TO THESE PROGRAMS, CEF FUNDED A PORTION OF THE CUNHA DEAN FOR ELL AND SEED FUNDING FOR VISUAL AND PERFORMING ARTS (VAPA). 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. COLLEGE & CAREER READINESS: IN 2022, CEF FUNDED A PORTION OF THE NATIONALLY RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. CEF ALSO 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 2022, CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2022, 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$319,209TotalProgramServiceExpensesAmt
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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)
PersonLAUREN WILSONPersonNm
Phone6507267871PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1790 FRANCISCO STREETAddressLine1Txt
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 WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TERESA HOLWAY
DIRECTOR2.00Yes (X)$0$0$0
LEIGH ANN KOELSCH
DIRECTOR2.00Yes (X)$0$0$0
GRACIELLA KRABBENSCHMIDT
DIRECTOR2.00Yes (X)$0$0$0
JENNIFER MENDOZA
DIRECTOR2.00Yes (X)$0$0$0
ANJULI GUPTA
PRESIDENT4.00$0$0$0Yes (X)
MATTEW HAUGEN
SECRETARY2.00$0$0$0Yes (X)
STEPHANIE IZZARELLI
VICE PRESIDE4.00$0$0$0Yes (X)
BETTINA LUNASIN
VICE PRESIDE4.00$0$0$0Yes (X)
LAUREN WILSON
TREASURER2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$35,559FundraisingAmt
All Other Contributions$185,461AllOtherContributionsAmt
Noncash Contributions$5,520NoncashContributionsAmt
Total Contributions$221,020TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,783TotalRevenueColumnAmt
Exclusion$39,783ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$37,931FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$35,559ContriRptFundraisingEventAmt
Fundraising Direct Expenses$22,370FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,561TotalRevenueColumnAmt
Exclusion$15,561ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
REBATE ACCOUNTS$953$953
ONLINE AFFINITY$59$59
FieldValueIRS element (for citing)
Other Revenue Total$1,012OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,376TotalRevenueColumnAmt
Exclusion$56,356ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$212,616TotalAmt
Program Services$212,616ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$112,640TotalAmt
Program Services$67,584ProgramServicesAmt
Management And General$13,517ManagementAndGeneralAmt
Fundraising$31,539FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,205TotalAmt
Program Services$18,723ProgramServicesAmt
Management And General$3,745ManagementAndGeneralAmt
Fundraising$8,737FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,490TotalAmt
Program Services$3,894ProgramServicesAmt
Management And General$779ManagementAndGeneralAmt
Fundraising$1,817FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,890TotalAmt
Management And General$9,890ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$460TotalAmt
Management And General$460ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,403TotalAmt
Program Services$5,403ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$180TotalAmt
Management And General$180ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,813TotalAmt
Management And General$5,813ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,674TotalAmt
Management And General$2,674ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COMMUNITY HUB$10,989$10,989
DUES, FEES, LICENSES$3,668$3,668
SUPPLIES$1,750$1,750
BANK AND CREDIT CARD$1,103$1,103

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$297TotalAmt
Management And General$297ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$405,178TotalAmt
Program Services$319,209ProgramServicesAmt
Management And General$43,876ManagementAndGeneralAmt
Fundraising$42,093FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,806BOYAmt
EOY$15,078EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$102,156BOYAmt
EOY$67,983EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,673BOYAmt
EOY$23,124EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,573,853BOYAmt
EOY$2,816,125EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,701,488BOYAmt
EOY$2,922,310EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$193,264BOYAmt
EOY$185,418EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$193,264BOYAmt
EOY$185,418EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$885,327BOYAmt
EOY$113,995EOYAmt

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$3,508,224BOYAmt
EOY$2,736,892EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,701,488BOYAmt
EOY$2,922,310EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$127,802ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$643,530NetUnrlzdGainsLossesInvstAmt
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$92,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$296,611CurrentTaxYearMinus1YearAmt
Current Tax Year$221,020CurrentTaxYearAmt
Total$880,892TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$296,611CurrentTaxYearMinus1YearAmt
Current Tax Year$221,020CurrentTaxYearAmt
Total$880,892TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$880,892PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,482CurrentTaxYearMinus1YearAmt
Current Tax Year$39,783CurrentTaxYearAmt
Total$236,386TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2CurrentTaxYearMinus1YearAmt
Total$2TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,946CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,814CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,936CurrentTaxYearMinus1YearAmt
Current Tax Year$38,943CurrentTaxYearAmt
Total$146,248TotalAmt
FieldValueIRS element (for citing)
Total Support$1,263,528TotalSupportAmt
Public Support CY1700.69720PublicSupportCY170Pct
Public Support PY1700.67460PublicSupportPY170Pct
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 107,305ExplanationTxt

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,891,137BeginningYearBalanceAmt
Contributions$86,848ContributionsAmt
Investment Earnings Or Losses-$149,114InvestmentEarningsOrLossesAmt
Grants Or Scholarships$171,436GrantsOrScholarshipsAmt
Other Expenditures$55,042OtherExpendituresAmt
Administrative Expenses$20,380AdministrativeExpensesAmt
End Year Balance$2,582,013EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CUSD AWARDS FOR SCHOOL YR$176,014
ACCRUED PTO$9,270
CREDIT CARDS$134
FieldValueIRS element (for citing)
Total Liability$185,418TotalLiabilityAmt

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$73,490GrossReceiptsEvent1Amt
Charitable Contri Event1$35,559CharitableContriEvent1Amt
Gross Revenue Event1$37,931GrossRevenueEvent1Amt
Other Direct Expenses Event1$22,370OtherDirectExpensesEvent1Amt
Gross Receipts Total$73,490GrossReceiptsTotalAmt
Charitable Contributions Tot$35,559CharitableContributionsTotAmt
Gross Revenue Total Events$37,931GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$22,370OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,370DirectExpenseSummaryEventsAmt
Net Income Summary$15,561NetIncomeSummaryAmt

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$174,499SCI, AVID,
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$12,624INNOVATION GRANTS
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$24,500COASTSIDE 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 2022 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: LITERACY, SCIENCE, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. LITERACY & ART: BUILDING UPON THE BIG LIFT INITIATIVE, CEF FUNDED THE LOS LISTOS PRESCHOOL AND BIG LIFT INSPIRING SUMMERS PROGRAM. IN ADDITION TO THESE PROGRAMS, CEF FUNDED A PORTION OF THE CUNHA DEAN FOR ELL AND SEED FUNDING FOR VISUAL AND PERFORMING ARTS (VAPA). 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. COLLEGE & CAREER READINESS: IN 2022, CEF FUNDED A PORTION OF THE NATIONALLY RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. CEF ALSO 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 2022, CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2022, 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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