THE CALIFORNIA EDUCATION PARTNERS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CALIFORNIA EDUCATION PARTNERS (EIN 80-0562254)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202133079349303178
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T19:43:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800562254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CALIFORNIA EDUCATION PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4153218017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LOMBARD STREET NO 305 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP HALPERIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4153218017 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | HALPERIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP HALPERIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LOMBARD STREET NO 305 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,815,957 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAEDPARTNERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,103,673 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,735,926 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,671 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,455 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,315 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,143,659 | PYTotalRevenueAmt |
| CY Total Revenue | $3,815,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,224,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,570,666 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,109,892 | PYOtherExpensesAmt |
| CY Other Expenses | $2,835,842 | CYOtherExpensesAmt |
| PY Total Expenses | $6,334,357 | PYTotalExpensesAmt |
| CY Total Expenses | $6,406,508 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,190,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,590,551 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,242,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,649,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $213,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $211,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,028,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,438,380 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CALIFORNIA EDUCATION PARTNERS SEEDS AND GROWS COLLABORATIONS AMONG CALIFORNIA'S SCHOOL SYSTEMS, SO THAT THEY INNOVATE, IMPROVE, AND BUILD INTERNAL CAPACITY AS LEARNING ORGANIZATIONS IN ORDER TO CLOSE GAPS AND LEAD HIGH PERFORMING, EQUITABLE SCHOOLS THAT SERVE ALL STUDENTS WELL FOR THE 21ST CENTURY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,896,078 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $39,455 | RevenueAmt |
| Desc | CALIFORNIA EDUCATION PARTNERS SUPPORTS LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. BUILDING ON THE MOST UP-TO-DATE RESEARCH, EXPERTISE, AND CURRENT ADVANCES IN THE FIELD, THE ORGANIZATION ENABLES LEADING SCHOOL DISTRICTS ACROSS THE STATE TO PARTNER WITH AND LEARN FROM EACH OTHER; TO IMPROVE, INNOVATE, AND BUILT INTERNAL CAPACITY AS LEARNING OPPORTUNITIES; AND TO DESIGN AND IMPLEMENT PROGRAMS AND POLICIES THAT ADVANCE STUDENT ACHIEVEMENT IN THEIR RESPECTIVE DISTRICTS AND, POTENTIALLY, IN DISTRICTS THROUGHOUT CALIFORNIA. THE ORGANIZATION ACHIEVES IMPACT THROUGH MANY PROGRAMS, INCLUDING: (I) ON TRACK - WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE - WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP - WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC) - WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS. | Desc |
| Total Program Service Expenses | $4,896,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELINDA LEUNG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153218011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LOMBARD STREET SUITE 305 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LAURA SCHWALM | |||||||
| BOARD SECRETARY / CHIEF OF STAFF | 40.00 | Yes (X) | Yes (X) | $230,470 | $0 | $63,859 | |
| JODEE MARCELLIN | |||||||
| DIR OF DISTRICT TO DISTRICT PROG | 40.00 | $190,229 | $0 | $48,640 | Yes (X) | ||
| STEVEN KELLNER | |||||||
| DIR OF PROG SUSTAINABILITY & GROWTH | 40.00 | $198,172 | $0 | $38,245 | Yes (X) | ||
| MELINDA LEUNG | |||||||
| DIRECTOR OF FINANCE | 40.00 | $198,172 | $0 | $28,794 | Yes (X) | ||
| LAURA WENTWORTH | |||||||
| DIRECTOR OF RPP PROGRAM | 40.00 | $165,449 | $0 | $43,589 | Yes (X) | ||
| JANNA SMITH | |||||||
| DIR OF OPERATIONS, PEOPLE & CULTURE | 40.00 | $166,400 | $0 | $20,033 | Yes (X) | ||
| PHILIP HALPERIN | |||||||
| BOARD TREASURER / EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $9,100 | $0 | $25,283 | |
| MIKE HANSON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER O'DAY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JORGE RUIZ DE VELASCO | |||||||
| BOARD CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DON SHALVEY | |||||||
| BOARD MEMBER EFFECTIVE 9/2020 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SMITH | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,157,992 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $268,443 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACUMEN SOLUTIONS INC | |||||
| 8280 GREENSBORO DRIVE SUITE 400 | MCLEAN | VA | 22102 | CONSULTING | $362,500 |
| CORE DISTRICTS | |||||
| 1107 9TH STREET SUITE 500 | SACRAMENTO | CA | 95814 | RESEARCH | $162,500 |
| STANFORD UNIVERSITY | |||||
| 450 SERA MALL | STANFORD | CA | 94305 | CONSULTING | $127,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,735,926 | AllOtherContributionsAmt |
| Total Contributions | $3,735,926 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | $34,021 | $34,021 |
| OTHER REVENUES | 900099 | $5,434 | $5,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,455 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,576 | TotalRevenueColumnAmt |
| Exclusion | $40,576 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,815,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,455 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,712 | TotalAmt |
| Program Services | $294,329 | ProgramServicesAmt |
| Management And General | $34,383 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,027 | TotalAmt |
| Program Services | $2,024,683 | ProgramServicesAmt |
| Management And General | $513,344 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,873 | TotalAmt |
| Program Services | $64,438 | ProgramServicesAmt |
| Management And General | $57,435 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,740 | TotalAmt |
| Program Services | $213,077 | ProgramServicesAmt |
| Management And General | $152,663 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,314 | TotalAmt |
| Program Services | $72,818 | ProgramServicesAmt |
| Management And General | $143,496 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,351 | TotalAmt |
| Management And General | $16,351 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,367 | TotalAmt |
| Management And General | $30,367 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,511 | TotalAmt |
| Program Services | $746,737 | ProgramServicesAmt |
| Management And General | $75,774 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,367 | TotalAmt |
| Program Services | $8,524 | ProgramServicesAmt |
| Management And General | $55,843 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,655 | TotalAmt |
| Program Services | $13,027 | ProgramServicesAmt |
| Management And General | $130,628 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,346 | TotalAmt |
| Program Services | $249,849 | ProgramServicesAmt |
| Management And General | $72,497 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,169 | TotalAmt |
| Program Services | $231,891 | ProgramServicesAmt |
| Management And General | $278 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,778 | TotalAmt |
| Program Services | $135,153 | ProgramServicesAmt |
| Management And General | $7,625 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,520 | TotalAmt |
| Management And General | $7,520 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,491 | TotalAmt |
| Management And General | $26,491 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER DIRECT PROG EXP | $982,033 | $838,112 | $143,921 |
| INTERNAL MEETING EXP | $26,477 | $314 | $26,163 |
| HR EXPENSES | $6,239 | $6,239 | |
| BOOKS/SUBSCRIPTIONS | $3,294 | $2,646 | $648 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,244 | TotalAmt |
| Program Services | $480 | ProgramServicesAmt |
| Management And General | $8,764 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,406,508 | TotalAmt |
| Program Services | $4,896,078 | ProgramServicesAmt |
| Management And General | $1,510,430 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,640,734 | BOYAmt |
| EOY | $10,514,003 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,316 | BOYAmt |
| EOY | $742,892 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,193,424 | BOYAmt |
| EOY | $4,201,970 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,369 | BOYAmt |
| EOY | $48 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,186 | BOYAmt |
| EOY | $140,242 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,192 | BOYAmt |
| EOY | $35,672 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,242,221 | BOYAmt |
| EOY | $15,649,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,290 | BOYAmt |
| EOY | $211,447 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,290 | BOYAmt |
| EOY | $211,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,944,590 | BOYAmt |
| EOY | $5,048,250 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,084,341 | BOYAmt |
| EOY | $10,390,130 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,028,931 | BOYAmt |
| EOY | $15,438,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,242,221 | BOYAmt |
| EOY | $15,649,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,590,551 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,771,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,213,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,429,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,735,926 | CurrentTaxYearAmt |
| Total | $39,254,007 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,771,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,213,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,429,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,735,926 | CurrentTaxYearAmt |
| Total | $39,254,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,885,115 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,368,892 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,576 | CurrentTaxYearAmt |
| Total | $42,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,296,898 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $196,952 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.11120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.12420 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PURSUANT TO REGULATION 1.170A-9(E)(3), THE ORGANIZATION NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS MADE BY GOVERNMENT UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF PUBLIC SUPPORT. THE BOARD OF DIRECTORS MAINTAINS A CONTINUOUS BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS. CALIFORNIA EDUCATION PARTNERS IS CONTINUOUSLY DEVELOPING STRATEGIES TO REACH OUT TO THE PUBLIC TO DONATE AND RAISE FUNDS TO SUPPORT VARIOUS PROGRAMS DESIGNED TO ENSURE SCHOOL DISTRICTS IN CALIFORNIA TAP THE INSIGHT AND EXPERTISE OF PROFESSIONALS WORKING IN THOSE SCHOOLS AND SYSTEMS TO SURFACE SOLUTIONS TO SET UP STUDENTS TO THRIVE.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR-ENDED DECEMBER 31, 2020, PUBLIC SUPPORT EQUALED 11.12%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT AND REPRESENTS A SLIGHT DECREASE WHEN COMPARED THE PUBLIC SUPPORT PERCENTAGE AT DECEMBER 31, 2019.(IV) SOURCES OF SUPPORT: THE ORGANIZATION RECEIVES SUPPORT FROM A LARGE REPRESENTATIVE NUMBER OF PERSONS. IT DOES NOT RECEIVE ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 2010 (JUST OVER 10 YEARS), AND IS STILL EXPANDING ITS BASE OF PUBLIC SUPPORT. (V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS WITH EXPERTISE IN PRE-K TO 12TH GRADE PUBLIC EDUCATION, THE TARGETED BENEFICIARIES OF THE ORGANIZATION'S OPERATIONS AND ACTIVITIES.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION'S STAFF MEMBERS HAVE WORKED AT EVERY LEVEL OF SCHOOL SYSTEMS AND KNOW HOW TO PARTNER WITH ADMINISTRATORS, PRINCIPALS, TEACHERS AND FAMILIES TO REMOVE UNFAIR BARRIERS STANDING IN THE WAY OF CALIFORNIA STUDENTS. TOGETHER, THE ORGANIZATION WALKS THROUGH A CHANGE-MAKING APPROACH THAT SURFACES THE CHALLENGES FACING DISTRICT STAFF, IDENTIFIES THEIR ROOT CAUSES, AND TRIES OUT NEW APPROACHES; THIS IS DONE WHILE ENSURING SCHOOLS AND DISTRICTS HAVE PARTNERS WHO ENCOURAGE, INFORM, AND CHALLENGE THEM ALONG THE WAY. THE STRUCTURE AND RHYTHM THE ORGANIZATION PROVIDES HELPS DISTRICTS MAINTAIN A DISCIPLINED FOCUS ON IMPROVEMENT AND BUILDS A COLLABORATIVE COMMUNITY OF PEERS TO SPARK NEW INSIGHTS. SUCH EXAMPLES OF THE PUBLIC SERVICES AND PROGRAMS THE ORGANIZATION OPERATES INCLUDE: (I) ON TRACK WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC) WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,092 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,115 | DepreciationAmt |
| Book Value | $35,672 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,672 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,815,957 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,815,957 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,815,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,406,508 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,406,508 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,406,508 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD MAINTAINED THEIR TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA SCHWALM | ||||||||||||||
| BOARD SECRETARY / CHIEF OF STAFF | $230,470 | $0 | $0 | $0 | $0 | $0 | $18,860 | $0 | $44,999 | $0 | $294,329 | $0 | $0 | $0 |
| JODEE MARCELLIN | ||||||||||||||
| DIR OF DISTRICT TO DISTRICT PROG | $190,229 | $0 | $0 | $0 | $0 | $0 | $12,300 | $0 | $36,340 | $0 | $238,869 | $0 | $0 | $0 |
| STEVEN KELLNER | ||||||||||||||
| DIR OF PROG SUSTAINABILITY & GROWTH | $198,172 | $0 | $0 | $0 | $0 | $0 | $6,311 | $0 | $31,934 | $0 | $236,417 | $0 | $0 | $0 |
| MELINDA LEUNG | ||||||||||||||
| DIRECTOR OF FINANCE | $198,172 | $0 | $0 | $0 | $0 | $0 | $12,741 | $0 | $16,053 | $0 | $226,966 | $0 | $0 | $0 |
| LAURA WENTWORTH | ||||||||||||||
| DIRECTOR OF RPP PROGRAM | $165,449 | $0 | $0 | $0 | $0 | $0 | $11,278 | $0 | $32,311 | $0 | $209,038 | $0 | $0 | $0 |
| JANNA SMITH | ||||||||||||||
| DIR OF OPERATIONS, PEOPLE & CULTURE | $166,400 | $0 | $0 | $0 | $0 | $0 | $10,405 | $0 | $9,628 | $0 | $186,433 | $0 | $0 | $0 |
| PHILIP HALPERIN | ||||||||||||||
| BOARD TREASURER / EXECUTIVE DIRECTOR | $9,100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,283 | $0 | $34,383 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II: | FormAndLineReferenceDesc |
| Explanation | PHILIP HALPERIN WAS AN EMPLOYEE OF SILVER GIVING FOUNDATION, AN UNRELATED ORGANIZATION, WHILE PERFORMING WORK FOR CALIFORNIA EDUCATION PARTNERS DURING 2020. PURSUANT TO A COST-SHARING AGREEMENT, CALIFORNIA EDUCATION PARTNERS MADE PAYMENTS TO SILVER GIVING FOUNDATION FOR ITS SHARE OF THE ALLOCABLE PORTION OF PHILIP HALPERIN'S TIME FOR CALIFORNIA EDUCATION PARTNERS, WHICH REPRESENTS A FRACTION OF HIS FULL-TIME EMPLOYMENT STATUS; THESE PAYMENTS HAVE BEEN REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A PROFESSIONAL ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTE AND THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THE CASE OF ANY PERCEIVED, ACTUAL, OR POTENTIAL CONFLICTS OF INTERESTS, BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE OF HIS OR HER INTEREST OR AFFILIATION AND ALL RELEVANT FACTS TO THE DIRECTOR OF PEOPLE AND CULTURE. SHOULD AN ACTUAL CONFLICT BE IDENTIFIED, EITHER DISINTERESTED MEMBERS OF THE BOARD OR MANAGEMENT OF THE ORGANIZATION (DEPENDING ON THE STATUS OF THE CONFLICTED INDIVIDUAL) DELIBERATE ON THE PROPOSED ARRANGEMENT OR TRANSACTION. THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN ANY DELIBERATIONS ON THE DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT MEMBERS OF THE BOARD DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR, TAKING INTO CONSIDERATION COMPENSATION PAID TO SIMILARLY SITUATED EMPLOYEES OF ORGANIZATIONS OF SIMILAR SIZE, PURPOSE, AND GEOGRAPHIC LOCATION. THE EXECUTIVE DIRECTOR SETS COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION, TAKING INTO CONSIDERATION COMPENSATION PAID TO SIMILARLY SITUATED EMPLOYEES OF ORGANIZATIONS OF SIMILAR SIZE, PURPOSE, AND GEOGRAPHIC LOCATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - RESEARCH: PROGRAM SERVICE EXPENSES 420,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 420,238. PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 880. MANAGEMENT AND GENERAL EXPENSES 68,454. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,334. PROFESSIONAL FEES - PROGRAMMTIC: PROGRAM SERVICE EXPENSES 325,619. MANAGEMENT AND GENERAL EXPENSES 7,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 332,939. |
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