CABRILLO EDUCATION FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CABRILLO EDUCATION FOUNDATION (EIN 94-2976402)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-01
IRS object ID
202242139349301094
Schema version
2021v4.0
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)
Return2022-08-01T19:58:18-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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)
PersonMATTEW HAUGENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6505337989PhoneNum
Signature2022-06-02SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastHAUGENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY CHONGPreparerPersonNm
PTINP00787696PTIN
Phone6507135089PhoneNum
Preparation2022-06-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATTEW HAUGENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1661AddressLine1Txt
CityEL GRANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,371,544GrossReceiptsAmt
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 Independent0VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$121,932PYContributionsGrantsAmt
CY Contributions Grants$296,611CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$137,672PYInvestmentIncomeAmt
CY Investment Income$88,877CYInvestmentIncomeAmt
PY Other Revenue$4,969PYOtherRevenueAmt
CY Other Revenue$41,427CYOtherRevenueAmt
PY Total Revenue$264,573PYTotalRevenueAmt
CY Total Revenue$426,915CYTotalRevenueAmt
PY Grants And Similar Paid$284,936PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$202,346CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$134,974PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$144,719CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,944CYTotalFundraisingExpenseAmt
PY Other Expenses$38,793PYOtherExpensesAmt
CY Other Expenses$31,372CYOtherExpensesAmt
PY Total Expenses$458,703PYTotalExpensesAmt
CY Total Expenses$378,437CYTotalExpensesAmt
PY Revenues Less Expenses-$194,130PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$48,478CYRevenuesLessExpensesAmt
Total Assets BOY$3,286,706TotalAssetsBOYAmt
Total Assets EOY$3,701,488TotalAssetsEOYAmt
Total Liabilities BOY$235,527TotalLiabilitiesBOYAmt
Total Liabilities EOY$193,264TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,051,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,508,224NetAssetsOrFundBalancesEOYAmt
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$316,762ExpenseAmt
Grant$202,346GrantAmt
DescFORM 990 - CEF ACHIEVEMENTS 2021 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDS SEVEN PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING FOUR VITAL EDUCATION PILLARS: LITERACY, SCIENCE, COLLEGE & CAREER READINESS AND SOCIAL EMOTIONAL WELLNESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDES YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. LITERACY: BUILDING UPON THE BIG LIFT INITIATIVE, CEF FUNDS LOS LISTOS PRESCHOOL AND BIG LIFT INSPIRING SUMMERS PROGRAM. SCIENCE & COMPUTER SCIENCE: APPROXIMATELY 2000 STUDENTS BENEFIT 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 PARTNERS WITH THE SCHOOL DISTRICT TO PROVIDE 97,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUES TO TEACH 5TH GRADE SCIENCE TO APPROXIMATELY 250 STUDENTS FROM FOUR ELEMENTARY SCHOOLS. IN ADDITION TO THIS, CEF FUNDS AP COMPUTER SCIENCE CLASS AT THE HIGH SCHOOL. COLLEGE & CAREER READINESS: IN 2021, CEF FUNDS THE NATIONALLY RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. SOCIAL & EMOTIONAL WELLNESS: CEF FUNDS BOTH THE CUNHA INTERMEDIATE SCHOOL DEAN OF ELL AND A CLASS AT THE HIGHSCHOOL CALLED POSITIVE PSYCHOLOGY. INNOVATION GRANTS: CEF FUNDS 10 1000 INNOVATION GRANTS 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 2021, CEF CONTINUES IT'S COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2021, COLLEGE SCHOLARSHIPS WERE GRANTED TO 61 TOTAL STUDENTS, 51 AT HALF MOON BAY HIGHSCHOOL AND 10 AT LA HONDA PESCADERO FOR A TOTAL OF 30,500.Desc
Total Program Service Expenses$316,762TotalProgramServiceExpensesAmt
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 Member0IndependentVotingMemberCnt
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUTRO LIBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 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
ANJULI GUPTA
PRESIDENT EL2.00$0$0$0Yes (X)
MATTEW HAUGEN
PRESIDENT5.00$0$0$0Yes (X)
STEPHANIE IZZARELLI
CO-VICE PRES4.00$0$0$0Yes (X)
BETTINA LUNASIN
CO-VICE PRES3.00$0$0$0Yes (X)
JACKSON ROBERTSON
DIRECTOR2.00$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
All Other Contributions$296,611AllOtherContributionsAmt
Noncash Contributions$5,234NoncashContributionsAmt
Total Contributions$296,611TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,482TotalRevenueColumnAmt
Exclusion$27,482ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$991,513SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$930,118SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$61,395SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,395TotalRevenueColumnAmt
Related Or Exempt Func Income$61,395RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$54,936FundraisingGrossIncomeAmt
Fundraising Direct Expenses$14,511FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,425TotalRevenueColumnAmt
Exclusion$40,425ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREBATE ACCOUNTSDesc
Total Revenue Column$1,002TotalRevenueColumnAmt
Exclusion$1,002ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,002OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$426,915TotalRevenueColumnAmt
Related Or Exempt Func Income$61,395RelatedOrExemptFuncIncomeAmt
Exclusion$68,909ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$202,346TotalAmt
Program Services$202,346ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,636TotalAmt
Program Services$79,227ProgramServicesAmt
Management And General$5,282ManagementAndGeneralAmt
Fundraising$21,127FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,662TotalAmt
Program Services$23,746ProgramServicesAmt
Management And General$1,583ManagementAndGeneralAmt
Fundraising$6,333FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,421TotalAmt
Program Services$5,566ProgramServicesAmt
Management And General$371ManagementAndGeneralAmt
Fundraising$1,484FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,600TotalAmt
Management And General$11,600ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,100TotalAmt
Management And General$1,100ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,848TotalAmt
Program Services$5,478ProgramServicesAmt
Management And General$1,370ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21TotalAmt
Management And General$21ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$164TotalAmt
Management And General$164ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,954TotalAmt
Management And General$2,954ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES, FEES, LICENSES$5,139$5,139
SUPPLIES$1,297$1,297
BANK AND CREDIT CARD$1,228$1,228
TEACHER SUPPORT &SUPPLIES$399$399

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$622TotalAmt
Management And General$622ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$378,437TotalAmt
Program Services$316,762ProgramServicesAmt
Management And General$32,731ManagementAndGeneralAmt
Fundraising$28,944FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$45,703BOYAmt
EOY$12,806EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$102,156EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,736BOYAmt
EOY$12,673EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,216,267BOYAmt
EOY$3,573,853EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,286,706BOYAmt
EOY$3,701,488EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$235,527BOYAmt
EOY$193,264EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$235,527BOYAmt
EOY$193,264EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$440,782BOYAmt
EOY$885,327EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,610,397BOYAmt
EOY$2,622,897EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,051,179BOYAmt
EOY$3,508,224EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,286,706BOYAmt
EOY$3,701,488EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$48,478ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$408,567NetUnrlzdGainsLossesInvstAmt
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$136,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,932CurrentTaxYearMinus1YearAmt
Current Tax Year$296,611CurrentTaxYearAmt
Total$796,764TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$136,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,932CurrentTaxYearMinus1YearAmt
Current Tax Year$296,611CurrentTaxYearAmt
Total$796,764TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$796,764PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,557CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,034CurrentTaxYearMinus1YearAmt
Current Tax Year$27,482CurrentTaxYearAmt
Total$268,160TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,946CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,814CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,609CurrentTaxYearMinus1YearAmt
Current Tax Year$54,936CurrentTaxYearAmt
Total$116,232TotalAmt
FieldValueIRS element (for citing)
Total Support$1,181,158TotalSupportAmt
Public Support CY1700.67460PublicSupportCY170Pct
Public Support PY1700.64810PublicSupportPY170Pct
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 61,296ExplanationTxt

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$3,216,267BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,750,334BeginningYearBalanceAmt
Contributions$87,713ContributionsAmt
Investment Earnings Or Losses$305,173InvestmentEarningsOrLossesAmt
Grants Or Scholarships$172,018GrantsOrScholarshipsAmt
Other Expenditures$57,410OtherExpendituresAmt
Administrative Expenses$22,655AdministrativeExpensesAmt
End Year Balance$2,891,137EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
CUSD AWARDS FOR SCHOOL YR$176,014
ACCRUED PTO$9,138
INNOVATION GRANTS$3,634
CREDIT CARDS$3,314
PAYROLL LIABILITIES$1,164
FieldValueIRS element (for citing)
Total Liability$193,264TotalLiabilityAmt

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$54,936GrossReceiptsEvent1Amt
Gross Revenue Event1$54,936GrossRevenueEvent1Amt
Other Direct Expenses Event1$14,511OtherDirectExpensesEvent1Amt
Gross Receipts Total$54,936GrossReceiptsTotalAmt
Gross Revenue Total Events$54,936GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$14,511OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,511DirectExpenseSummaryEventsAmt
Net Income Summary$40,425NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$176,014SCI, AVID,
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 4AFORM 990 - CEF ACHIEVEMENTS 2021 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDS SEVEN PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING FOUR VITAL EDUCATION PILLARS: LITERACY, SCIENCE, COLLEGE & CAREER READINESS AND SOCIAL EMOTIONAL WELLNESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDES YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. LITERACY: BUILDING UPON THE BIG LIFT INITIATIVE, CEF FUNDS LOS LISTOS PRESCHOOL AND BIG LIFT INSPIRING SUMMERS PROGRAM. SCIENCE & COMPUTER SCIENCE: APPROXIMATELY 2000 STUDENTS BENEFIT 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 PARTNERS WITH THE SCHOOL DISTRICT TO PROVIDE 97,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUES TO TEACH 5TH GRADE SCIENCE TO APPROXIMATELY 250 STUDENTS FROM FOUR ELEMENTARY SCHOOLS. IN ADDITION TO THIS, CEF FUNDS AP COMPUTER SCIENCE CLASS AT THE HIGH SCHOOL. COLLEGE & CAREER READINESS: IN 2021, CEF FUNDS THE NATIONALLY RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. SOCIAL & EMOTIONAL WELLNESS: CEF FUNDS BOTH THE CUNHA INTERMEDIATE SCHOOL DEAN OF ELL AND A CLASS AT THE HIGHSCHOOL CALLED POSITIVE PSYCHOLOGY. INNOVATION GRANTS: CEF FUNDS 10 1000 INNOVATION GRANTS 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 2021, CEF CONTINUES IT'S COLLABORATION WITH THE CABRILLO UNIFIED AND THE LA HONDA / PESCADERO SCHOOL DISTRICTS IN THE COASTSIDE FUTURES EFFORT. IN 2021, COLLEGE SCHOLARSHIPS WERE GRANTED TO 61 TOTAL STUDENTS, 51 AT HALF MOON BAY HIGHSCHOOL AND 10 AT LA HONDA PESCADERO FOR A TOTAL OF 30,500.
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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