2019-07-15T19:05:40-05:00 2018-12-31 823120630 COASTSIDE TAX CONSULTANTS 225 CABRILLO HWY S STE 105D HALF MOON BAY CA 940197205 990 2018-01-01 942976402 CABRILLO EDUCATION FOUNDATION CABR 6502867811 PO BOX 354 HALF MOON BAY CA 94019 MATT HAUGEN SECRETARY / INC PRES 2019-05-06 CINDY CHONG P00787696 6507135089 2019-07-15 X 67.180.239.230 2019-07-15 19:05:40 CD P 80F3F8873FB02C603520277147E544F1AD371DE9 CDFB8039C3140FF7C53D0EEAB6554398665119AD 2018 2019-02-21 02:37:17Z MATT HAUGEN PO BOX 1661 EL GRANADA CA 94018 226926 false X WWW.CEFFUND.ORG X 1985 CA CEF 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 LEV 12 0 1 16 0 136892 92949 0 104350 124031 8359 9359 249601 226339 187861 171436 0 120862 120193 0 26119 59075 27369 367798 318998 -118197 -92659 3196478 2835970 208034 226035 2988444 2609935 X CEF 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 LEV false false 269192 171436 LITERACY - BIG LIFT: CEF IS THE CATALYST IN MAKING "BIG COLLECTIVE IMPACTS". IT IS DOING THIS BY FORMING HIGH LEVERAGE COLLABORATIVE PARTNERSHIPS TO MEET STUDENT NEEDS AT A LEVEL GREATER THAN ANY ONE ENTITY COULD DO ON ITS OWN. CEF CO-WROTE THE BIG LIFT GRANT WHICH IS FUNDED BY THE WHITE HOUSE'S SOCIAL INNOVATION FUND AND SAN MATEO COUNTY'S MEASURE A. CEF ALSO PROVIDED THE INITIAL COMMUNITY CASH MATCH FOR THIS GRANT AND CONTINUED TO DO SO IN 2018. THE SILICON VALLEY COMMUNITY FOUNDATION, GOOGLE, THE COASTSIDE CHILDREN'S PROGRAM AMONG MANY OTHERS ARE PARTNERING WITH CEF AND THE CABRILLO UNIFIED SCHOOL DISTRICT (CUSD) TO ADDRESS LITERACY AT THE EARLIEST LEVELS. THIS IS CRITICAL FOR ALL OF OUR STUDENTS TO LEARN TO READ PROFICIENTLY BY THE END OF THIRD GRADE SO THAT THEY CAN THEN READ TO LEARN. MORE THAN 2 MILLION IN EARLY LEARNING/LITERACY FUNDS HAVE BEEN BROUGHT INTO OUR COMMUNITY DUE TO CEF ADVOCACY. READING PROFICIENCY/EARLY LITERACY -BY THE END OF THE 2018 SCHOOL YEAR THERE WERE 3RD TO 4TH GRADE LITERACY GAINS FROM 44% TO 49% PER THE NEW STATE CAASPP MEASUREMENTS. HIS WAS ACHIEVED BY CEF: -BUILDING UPON PRE-K LITERACY EFFORTS CEF FUNDED K-3 PROGRAMS SO THAT 80% OF OUR STUDENTS WILL BE READING PROFICIENTLY BY THE END OF THIRD GRADE. PROGRAMS INCLUDE THE READER'S WORKSHOP THAT PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR OUR TEACHERS THROUGH COLUMBIA UNIVERSITY'S TEACHER'S COLLEGE READING AND WRITING PROGRAM. - CEF HAS BEEN BUILDING UPON ITS INVESTMENT IN EARLY READING DEVELOPMENT THROUGH PROVIDING "TARGETED" READING MATERIALS ACROSS THE K-5 GRADE LEVEL RANGE AS PART OF THE CLASSROOMS' LIBRARIES. COLLEGE/CAREER READINESS PROGRAMS IN 2018 CEF FUNDED THE NATIONAL RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. APPROXIMATELY 2000 STUDENTS BENEFITED FROM FACULTY-DIRECTED PROFESSIONAL DEVELOPMENT AND COLLABORATION TO ASSIST SECONDARY SCIENCE TEACHERS IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 71,500 FOR A SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER WILL CONTINUE TO TEACH 5TH GRADE SCIENCE AND ALSO EMBED A UNIT OF COMPUTER SCIENCE. THE TEACHER WILL BE ABLE TO COVER ALL FOUR ELEMENTARY SITES, A TOTAL OF ABOUT 250 STUDENTS IN ABOUT 9 CLASSROOMS. THIS WILL ALSO INCREASE COLLABORATION BETWEEN THE 5TH GRADE SCIENCE TEACHER AND OTHER ELEMENTARY TEACHERS AS OUR ELEMENTARY SCHOOLS BEGIN TO EXPLORE NEXT GENERATION SCIENCE STANDARDS. COASTSIDE FUTURES / PROMISE: IN 2018 CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED SCHOOL DISTRICT AND THE LA HONDA PESCADERO IN THE COASTSIDE FUTURES EFFORT. THIS NEW COASTSIDE FUTURES INITIATIVE NOW BEING TAKEN TO SCALE PROVIDES CRITICAL SUPPORTS TO STUDENTS ALONG THE PATHWAY FROM PRE K-COLLEGE TO INSURE COLLEGE & CAREER READINESS AND COMPLETION. CEF HAS SEED FUNDED THIS MULTIMILLION DOLLAR PRE-K THROUGH COLLEGE INITIATIVE WITH ITS ADVOCACY AND CASH MATCH FOR THE BIG LIFT EARLY LEARNING GRANT, K-3 LITERACY PROGRAMS, THE EXPANSION OF THE AVID COLLEGE READINESS PROGRAM FROM 6TH-12TH GRADES AND NOW COLLEGE SCHOLARSHIPS. IN 2018, CEF/COASTSIDE FUTURES DISTRIBUTED 55 COLLEGE SCHOLARSHIPS TO LOW INCOME STUDENTS ACROSS THE COASTSIDE FOR A TOTAL OF 27,500. THIS COASTSIDE FUTURES PRE-K THROUGH COLLEGE INITIATIVE IS A COLLECTIVE IMPACT EFFORT, A COLLABORATION THAT ALLOWS EXPERTISE AND FUNDS TO BE LEVERAGED TO HAVE THE GREATEST IMPACT ON OUR COASTSIDE STUDENTS' SUCCESS. NATIONAL MODEL & LOCAL MODEL OUR APPROACH TO FORMING COLLABORATIVE PARTNERSHIPS FOR GREATER COLLECTIVE IMPACT HAS BEEN RECOGNIZED NATIONALLY, STATEWIDE, REGIONALLY AND LOCALLY AND INCLUDES: - INVITED TO THE WHITE HOUSE IN OCTOBER 2016 TO DISCUSS COLLEGE AFFORDABILITY ISSUES. - RECOGNIZED AS A NATIONAL MODEL OF COLLECTIVE IMPACT AND COLLABORATION FOR STUDENT SUCCESS BY THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN THE SPRING OF 2017. - IN 2017 RECEIVED AWARD RECOGNITION FROM: - U.S. CONGRESS - CALIFORNIA STATE SENATE - CALIFORNIA LEGISLATURE - SAN MATEO BOARD OF SUPERVISORS - CITY OF HALF MOON BAY - HALF MOON BAY CHAMBER OF COMMERCE 269192 true true false false false false false false false true false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 2 0 true 1 true false false false false false false false false X 12 0 false false false false false false false true true false false true true true true false true true false false CA X KEVIN CONNELL 6502867811 538 SILVER AVENUE HALF MOON BAY CA 94019 X KEITH CERNAK EXECUTIVE DI 40.00 X 94500 0 0 JACKSON ROBERTSON VICE PRESIDE 3.00 X 0 0 0 DEBORAH HEDGER PRESIDENT 3.00 X 0 0 0 KEVIN CONNELL TREASURER 3.00 X 0 0 0 MATT HAUGEN SECRETARY / 3.00 X 0 0 0 94500 false false false 92949 6000 92949 69750 69750 54281 54281 54281 54281 9946 587 9359 9359 226339 133390 171436 171436 94500 70875 4725 18900 17203 12903 860 3440 8490 6367 425 1698 1192 1192 10704 6957 3747 2120 2120 6075 6075 2260 2260 EVENTS 2073 2073 WEBINAR LICENSE 1176 1176 BANK FEES 579 579 BOARD TRAINING 475 475 715 75 632 8 318998 269192 23687 26119 89798 187662 3097448 2590174 9232 58134 3196478 2835970 12125 195909 226035 208034 226035 X 194157 -171461 2794287 2781396 2988444 2609935 3196478 2835970 X -92659 -149113 -136737 X false false X 340575 275899 191792 136892 92949 1038107 340575 275899 191792 136892 92949 1038107 1038107 60413 76667 65428 71557 69750 343815 13606 13327 8290 8927 9946 54096 1436018 0.72290 0.74590 X PART II, LINE 10 FUNDRAISING EVENTS 44,150 2891137 86848 -149114 171436 55042 20380 2582013 2750334 87713 305173 172018 57410 22655 2891137 2739769 139492 182293 185522 99255 26443 2750334 2874878 203663 -51999 172796 94771 19206 2739769 2782083 339867 9184 141683 94199 20374 2874878 1.00000 false false CUSD AWARDS TO BE PAID OUT 204712 INNOVATION GRANTS 11725 ACCRUED PTO 8803 CREDIT CARDS 795 226035 SCHEDULE D, PAGE 2, PART V, LINE 4 THE 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. FOR 2018, THERE WAS 216,437 ACCRUED CUSD GRANTS THAT WERE NOT EXPENSED BY 12/31/18. THIS ONGOING DISPARITY EXTENDS FROM THE FACT THAT THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING AND THE SCHOOL YEAR ENDS IN 6/30 RATHER THAN 12/31. true CABRILLO UNIFIED SCHOOL DISTRICT 498 KELLY AVENUE HALF MOON BAY CA 94019 GOV 171436 READING , COLLEGE FORM 990 - ORGANIZATION'S MISSION CEF 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 4A LITERACY - BIG LIFT: CEF IS THE CATALYST IN MAKING "BIG COLLECTIVE IMPACTS". IT IS DOING THIS BY FORMING HIGH LEVERAGE COLLABORATIVE PARTNERSHIPS TO MEET STUDENT NEEDS AT A LEVEL GREATER THAN ANY ONE ENTITY COULD DO ON ITS OWN. CEF CO-WROTE THE BIG LIFT GRANT WHICH IS FUNDED BY THE WHITE HOUSE'S SOCIAL INNOVATION FUND AND SAN MATEO COUNTY'S MEASURE A. CEF ALSO PROVIDED THE INITIAL COMMUNITY CASH MATCH FOR THIS GRANT AND CONTINUED TO DO SO IN 2018. THE SILICON VALLEY COMMUNITY FOUNDATION, GOOGLE, THE COASTSIDE CHILDREN'S PROGRAM AMONG MANY OTHERS ARE PARTNERING WITH CEF AND THE CABRILLO UNIFIED SCHOOL DISTRICT (CUSD) TO ADDRESS LITERACY AT THE EARLIEST LEVELS. THIS IS CRITICAL FOR ALL OF OUR STUDENTS TO LEARN TO READ PROFICIENTLY BY THE END OF THIRD GRADE SO THAT THEY CAN THEN READ TO LEARN. MORE THAN 2 MILLION IN EARLY LEARNING/LITERACY FUNDS HAVE BEEN BROUGHT INTO OUR COMMUNITY DUE TO CEF ADVOCACY. READING PROFICIENCY/EARLY LITERACY -BY THE END OF THE 2018 SCHOOL YEAR THERE WERE 3RD TO 4TH GRADE LITERACY GAINS FROM 44% TO 49% PER THE NEW STATE CAASPP MEASUREMENTS. HIS WAS ACHIEVED BY CEF: -BUILDING UPON PRE-K LITERACY EFFORTS CEF FUNDED K-3 PROGRAMS SO THAT 80% OF OUR STUDENTS WILL BE READING PROFICIENTLY BY THE END OF THIRD GRADE. PROGRAMS INCLUDE THE READER'S WORKSHOP THAT PROVIDES HIGH QUALITY PROFESSIONAL DEVELOPMENT FOR OUR TEACHERS THROUGH COLUMBIA UNIVERSITY'S TEACHER'S COLLEGE READING AND WRITING PROGRAM. - CEF HAS BEEN BUILDING UPON ITS INVESTMENT IN EARLY READING DEVELOPMENT THROUGH PROVIDING "TARGETED" READING MATERIALS ACROSS THE K-5 GRADE LEVEL RANGE AS PART OF THE CLASSROOMS' LIBRARIES. COLLEGE/CAREER READINESS PROGRAMS IN 2018 CEF FUNDED THE NATIONAL RECOGNIZED AVID PROGRAM FOR 6TH AND 12TH GRADE STUDENTS TO DEVELOP THE ORGANIZATIONAL SKILLS TO BE COLLEGE AND CAREER READY. APPROXIMATELY 2000 STUDENTS BENEFITED FROM FACULTY-DIRECTED PROFESSIONAL DEVELOPMENT AND COLLABORATION TO ASSIST SECONDARY SCIENCE TEACHERS IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 71,500 FOR A SCIENCE SPECIALIST POSITION. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER WILL CONTINUE TO TEACH 5TH GRADE SCIENCE AND ALSO EMBED A UNIT OF COMPUTER SCIENCE. THE TEACHER WILL BE ABLE TO COVER ALL FOUR ELEMENTARY SITES, A TOTAL OF ABOUT 250 STUDENTS IN ABOUT 9 CLASSROOMS. THIS WILL ALSO INCREASE COLLABORATION BETWEEN THE 5TH GRADE SCIENCE TEACHER AND OTHER ELEMENTARY TEACHERS AS OUR ELEMENTARY SCHOOLS BEGIN TO EXPLORE NEXT GENERATION SCIENCE STANDARDS. COASTSIDE FUTURES / PROMISE: IN 2018 CEF CONTINUED ITS COLLABORATION WITH THE CABRILLO UNIFIED SCHOOL DISTRICT AND THE LA HONDA PESCADERO IN THE COASTSIDE FUTURES EFFORT. THIS NEW COASTSIDE FUTURES INITIATIVE NOW BEING TAKEN TO SCALE PROVIDES CRITICAL SUPPORTS TO STUDENTS ALONG THE PATHWAY FROM PRE K-COLLEGE TO INSURE COLLEGE & CAREER READINESS AND COMPLETION. CEF HAS SEED FUNDED THIS MULTIMILLION DOLLAR PRE-K THROUGH COLLEGE INITIATIVE WITH ITS ADVOCACY AND CASH MATCH FOR THE BIG LIFT EARLY LEARNING GRANT, K-3 LITERACY PROGRAMS, THE EXPANSION OF THE AVID COLLEGE READINESS PROGRAM FROM 6TH-12TH GRADES AND NOW COLLEGE SCHOLARSHIPS. IN 2018, CEF/COASTSIDE FUTURES DISTRIBUTED 55 COLLEGE SCHOLARSHIPS TO LOW INCOME STUDENTS ACROSS THE COASTSIDE FOR A TOTAL OF 27,500. THIS COASTSIDE FUTURES PRE-K THROUGH COLLEGE INITIATIVE IS A COLLECTIVE IMPACT EFFORT, A COLLABORATION THAT ALLOWS EXPERTISE AND FUNDS TO BE LEVERAGED TO HAVE THE GREATEST IMPACT ON OUR COASTSIDE STUDENTS' SUCCESS. NATIONAL MODEL & LOCAL MODEL OUR APPROACH TO FORMING COLLABORATIVE PARTNERSHIPS FOR GREATER COLLECTIVE IMPACT HAS BEEN RECOGNIZED NATIONALLY, STATEWIDE, REGIONALLY AND LOCALLY AND INCLUDES: - INVITED TO THE WHITE HOUSE IN OCTOBER 2016 TO DISCUSS COLLEGE AFFORDABILITY ISSUES. - RECOGNIZED AS A NATIONAL MODEL OF COLLECTIVE IMPACT AND COLLABORATION FOR STUDENT SUCCESS BY THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN THE SPRING OF 2017. - IN 2017 RECEIVED AWARD RECOGNITION FROM: - U.S. CONGRESS - CALIFORNIA STATE SENATE - CALIFORNIA LEGISLATURE - SAN MATEO BOARD OF SUPERVISORS - CITY OF HALF MOON BAY - HALF MOON BAY CHAMBER OF COMMERCE FORM 990, PART VI THE BOARD HAS A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION. FORM 990, PAGE 6, PART VI, LINE 11B THE 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 12C DIRECTORS ARE MONITORED ANNUALLY FOR CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE 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 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII EXECUTIVE DIRECTOR IS A NON-VOTING MEMBER OF THE EXECUTIVE BOARD. FORM 990, PART XI, LINE 9 SCHWAB EARNINGS NOT IN BOOKS -123,771 PRIOR YEAR ADJ -12,966 TOTAL -136,737