CABRILLO EDUCATION FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CABRILLO EDUCATION FOUNDATION (EIN 94-2976402)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-07
IRS object ID
201803119349302635
Schema version
2017v2.3
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)
Return2018-11-07T15:30:20-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942976402EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH HEDGERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Signature2018-10-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY CHONGPreparerPersonNm
PTINP00787696PTIN
Phone6507135089PhoneNum
Preparation2018-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.180.239.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm17:30:20IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBAFA499E1D33CCA6440DFD028108DF82AA45F23DAtSubmissionCreationDeviceId
At Submission Filing Device IdBAFA499E1D33CCA6440DFD028108DF82AA45F23DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH HEDGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11170 LORYN LANEAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$250,169GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CEFFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionMISSION: WE CHAMPION SUCCESS FOR COASTSIDE PUBLIC SCHOOL STUDENTS. CEF SERVES AS A STUDENT SUCCESS INNOVATION FUND TO LAUNCH NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION. ITS ENDOWMENT PROVIDES THE SUSTAINABILITY UNTIL THESE INITIATIVES ARE WOVEN INTO THE FABRIC OF OUR COMMUNITY. CEF 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, COMPUTER SCIENCE AND SCIENCE) - CRITICAL THINKING SKILLS (INNOVATION GRANTS) GRANTS IN THESE AREAS FUND AND PROMOTE TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HASActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$191,792PYContributionsGrantsAmt
CY Contributions Grants$136,892CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$84,807PYInvestmentIncomeAmt
CY Investment Income$104,350CYInvestmentIncomeAmt
PY Other Revenue$12,545PYOtherRevenueAmt
CY Other Revenue$8,359CYOtherRevenueAmt
PY Total Revenue$289,144PYTotalRevenueAmt
CY Total Revenue$249,601CYTotalRevenueAmt
PY Grants And Similar Paid$207,106PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$187,861CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$125,685PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$120,862CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$25,872CYTotalFundraisingExpenseAmt
PY Other Expenses$74,677PYOtherExpensesAmt
CY Other Expenses$59,075CYOtherExpensesAmt
PY Total Expenses$407,468PYTotalExpensesAmt
CY Total Expenses$367,798CYTotalExpensesAmt
PY Revenues Less Expenses-$118,324PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$118,197CYRevenuesLessExpensesAmt
Total Assets BOY$3,087,209TotalAssetsBOYAmt
Total Assets EOY$3,196,478TotalAssetsEOYAmt
Total Liabilities BOY$184,806TotalLiabilitiesBOYAmt
Total Liabilities EOY$208,034TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,902,403NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,988,444NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMISSION: WE CHAMPION SUCCESS FOR COASTSIDE PUBLIC SCHOOL STUDENTS. CEF SERVES AS A STUDENT SUCCESS INNOVATION FUND TO LAUNCH NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION. ITS ENDOWMENT PROVIDES THE SUSTAINABILITY UNTIL THESE INITIATIVES ARE WOVEN INTO THE FABRIC OF OUR COMMUNITY. CEF 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, COMPUTER SCIENCE AND SCIENCE) - CRITICAL THINKING SKILLS (INNOVATION GRANTS) GRANTS IN THESE AREAS FUND AND PROMOTE TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HASMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$15,843ExpenseAmt
Grant$15,843GrantAmt
Desc1ST ACCOMPISHMENT 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 FUNDED BY THE WHITE HOUSE'S SOCIAL INNOVATION FUND AND SAN MATEO COUNTY'S MEASURE A. CEF ALSO PROVIDED THE COMMUNITY CASH MATCH FOR THIS GRANT. 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$234,492ExpenseAmt
Grant$172,018GrantAmt
Desc2ND ACCOMPLISHMENT - COLLEGE/CAREER READINESS PROGRAMS (A) READING PROFICIENCY/EARLY LITERACY - BY THE END OF THE 2017 SCHOOL YEAR THERE WAS AN INCREASE OF READING PROFICIENCY FOR 3RD GRADERS I.E. 48% TO 53%. THIS WAS ACHIEVED BY CEF: - BUILDING UPON PRE-K LITERACY EFFORTS 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. APPROXIMATELY 95% OF STUDENTS (1500) IN THE SCHOOL DISTRICT INCREASED AT LEAST ONE READING LEVEL IN THE PAST YEAR AND 3723 BOOKS WERE DISTRIBUTED. (B) AVID/ SCIENCE - IN 2017, CEF CONTINUED FUNDING THE NATIONALLY 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 CONTINUE ITS THIRD YEAR IN DESIGNING AND FUNDING COMPUTER SCIENCE PROGRAMS FOR ELEMENTARY THROUGH HIGH SCHOOL TO INTRODUCE COMPUTER SCIENCE CONCEPTS AND FUNDAMENTALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$68,936ExpenseAmt
Desc3RD ACCOMPLISHMENT - COASTSIDE FUTURES IN 2017, CEF IN COLLABORATION WITH THE CABRILLO UNIFIED SCHOOL DISTRICT AND THE LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT, CONTINUED ITS COASTSIDE FUTURES EFFORT. THIS 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 2017 CEF DISTRIBUTED 35 COLLEGE SCHOLARSHIPS TO LOW INCOME STUDENTS. 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, REGIONAL AND LOCAL RECOGNITION: IN 2017 CEF BECAME A NATIONAL MODEL PRESENTED TO THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN CHICAGO. IT ALSO RECEIVED THE 2017 HMB CHAMBER OF COMMERCE EDUCATION AWARD WITH FORMAL AWARD RECOGNITION FROM: U.S. CONGRESS, THE CALIFORNIA STATE SENATE, CALIFORNIA STATE LEGISLATURE, SAN MATEO BOARD OF SUPERVISORS AND THE CITY OF HALF MOON BAY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$319,271TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 ActivitiesfalseFundraisingActivitiesInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document2IRPDocumentCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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)
PersonKEVIN CONNELLPersonNm
Phone6502867811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 354AddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KEITH CERNAK
EXECUTIVE DI40.00Yes (X)$91,915$0$0
CORRINE BUCHER
PRESIDENT10.00$0$0$0Yes (X)
DEBORAH HEDGER
VICE PRESIDE10.00$0$0$0Yes (X)
KEVIN ANDERSEN
TREASURER10.00$0$0$0Yes (X)
JACKSON ROBERTSON
SECRETARY10.00$0$0$0Yes (X)
LEILA LURIE
CO-SECRETARY10.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,915TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$136,892AllOtherContributionsAmt
Noncash Contributions$6,000NoncashContributionsAmt
Total Contributions$136,892TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,557TotalRevenueColumnAmt
Exclusion$71,557ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$32,793OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$32,793OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,793TotalRevenueColumnAmt
Exclusion$32,793ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$8,927FundraisingGrossIncomeAmt
Fundraising Direct Expenses$568FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,359TotalRevenueColumnAmt
Exclusion$8,359ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$249,601TotalRevenueColumnAmt
Exclusion$112,709ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$187,861TotalAmt
Program Services$187,861ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,915TotalAmt
Program Services$68,936ProgramServicesAmt
Management And General$4,596ManagementAndGeneralAmt
Fundraising$18,383FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,662TotalAmt
Program Services$1,247ProgramServicesAmt
Management And General$83ManagementAndGeneralAmt
Fundraising$332FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,965TotalAmt
Program Services$14,973ProgramServicesAmt
Management And General$999ManagementAndGeneralAmt
Fundraising$3,993FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,320TotalAmt
Program Services$5,490ProgramServicesAmt
Management And General$366ManagementAndGeneralAmt
Fundraising$1,464FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,414TotalAmt
Management And General$1,414ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,804TotalAmt
Program Services$3,732ProgramServicesAmt
Management And General$1,072ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$578TotalAmt
Management And General$578ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,125TotalAmt
Management And General$6,125ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,695TotalAmt
Management And General$1,695ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
COASTSIDE PROMISE$25,000$25,000
PILARCITOS HS$12,000$12,000
FUNDRAISING EXPENSES$1,692$1,692
RETREAT EXPENSES$1,200$1,200

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,567TotalAmt
Program Services$32ProgramServicesAmt
Management And General$4,527ManagementAndGeneralAmt
Fundraising$8FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$367,798TotalAmt
Program Services$319,271ProgramServicesAmt
Management And General$22,655ManagementAndGeneralAmt
Fundraising$25,872FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$141,705BOYAmt
EOY$89,798EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,942,275BOYAmt
EOY$3,097,448EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,229BOYAmt
EOY$9,232EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,087,209BOYAmt
EOY$3,196,478EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$150BOYAmt
EOY$12,125EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184,656BOYAmt
EOY$195,909EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184,806BOYAmt
EOY$208,034EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,607BOYAmt
EOY$194,157EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,806,796BOYAmt
EOY$2,794,287EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,902,403BOYAmt
EOY$2,988,444EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,087,209BOYAmt
EOY$3,196,478EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$118,197ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$204,238NetUnrlzdGainsLossesInvstAmt
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$256,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$340,575CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$275,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,792CurrentTaxYearMinus1YearAmt
Current Tax Year$136,892CurrentTaxYearAmt
Total$1,201,557TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$256,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$340,575CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$275,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,792CurrentTaxYearMinus1YearAmt
Current Tax Year$136,892CurrentTaxYearAmt
Total$1,201,557TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,201,557PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,429CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,428CurrentTaxYearMinus1YearAmt
Current Tax Year$71,557CurrentTaxYearAmt
Total$337,494TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,658CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,327CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,290CurrentTaxYearMinus1YearAmt
Current Tax Year$8,927CurrentTaxYearAmt
Total$71,808TotalAmt
FieldValueIRS element (for citing)
Total Support$1,610,859TotalSupportAmt
Public Support CY1700.74590PublicSupportCY170Pct
Public Support PY1700.74380PublicSupportPY170Pct
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 62,881ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,739,769BeginningYearBalanceAmt
Contributions$139,492ContributionsAmt
Investment Earnings Or Losses$182,293InvestmentEarningsOrLossesAmt
Grants Or Scholarships$185,522GrantsOrScholarshipsAmt
Other Expenditures$99,255OtherExpendituresAmt
Administrative Expenses$26,443AdministrativeExpensesAmt
End Year Balance$2,750,334EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,874,878BeginningYearBalanceAmt
Contributions$203,663ContributionsAmt
Investment Earnings Or Losses-$51,999InvestmentEarningsOrLossesAmt
Grants Or Scholarships$172,796GrantsOrScholarshipsAmt
Other Expenditures$94,771OtherExpendituresAmt
Administrative Expenses$19,206AdministrativeExpensesAmt
End Year Balance$2,739,769EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,782,083BeginningYearBalanceAmt
Contributions$339,867ContributionsAmt
Investment Earnings Or Losses$9,184InvestmentEarningsOrLossesAmt
Grants Or Scholarships$141,683GrantsOrScholarshipsAmt
Other Expenditures$94,199OtherExpendituresAmt
Administrative Expenses$20,374AdministrativeExpensesAmt
End Year Balance$2,874,878EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,485,003BeginningYearBalanceAmt
Contributions$271,591ContributionsAmt
Investment Earnings Or Losses$365,370InvestmentEarningsOrLossesAmt
Grants Or Scholarships$278,681GrantsOrScholarshipsAmt
Other Expenditures$58,693OtherExpendituresAmt
Administrative Expenses$2,507AdministrativeExpensesAmt
End Year Balance$2,782,083EndYearBalanceAmt
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 TO BE PAID OUT$186,483
ACCRUED PTO$8,803
CREDIT CARDS$623
FieldValueIRS element (for citing)
Total Liability$195,909TotalLiabilityAmt

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. FOR 2017, THERE WAS 186,484 ACCRUED CUSD GRANTS THAT WERE NOT EXPENSED BY 12/31/17. 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

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$172,018READING PROFICIENCY
CABRILLO UNIFIED SCHOOL DISTRICT
498 KELLY AVENUEHALF MOON BAYCA94019GOV$15,843BIG LIFT READING

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONMISSION: WE CHAMPION SUCCESS FOR COASTSIDE PUBLIC SCHOOL STUDENTS. CEF SERVES AS A STUDENT SUCCESS INNOVATION FUND TO LAUNCH NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION. ITS ENDOWMENT PROVIDES THE SUSTAINABILITY UNTIL THESE INITIATIVES ARE WOVEN INTO THE FABRIC OF OUR COMMUNITY. CEF 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, COMPUTER SCIENCE AND SCIENCE) - CRITICAL THINKING SKILLS (INNOVATION GRANTS) GRANTS IN THESE AREAS FUND AND PROMOTE TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT 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 4ATO 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.
FORM 990, PAGE 2, PART III, LINE 4BPROFESSIONAL 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. APPROXIMATELY 95% OF STUDENTS (1500) IN THE SCHOOL DISTRICT INCREASED AT LEAST ONE READING LEVEL IN THE PAST YEAR AND 3723 BOOKS WERE DISTRIBUTED. (B) AVID/ SCIENCE - IN 2017, CEF CONTINUED FUNDING THE NATIONALLY 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 CONTINUE ITS THIRD YEAR IN DESIGNING AND FUNDING COMPUTER SCIENCE PROGRAMS FOR ELEMENTARY THROUGH HIGH SCHOOL TO INTRODUCE COMPUTER SCIENCE CONCEPTS AND FUNDAMENTALS.
FORM 990, PAGE 2, PART III, LINE 4CSCHOLARSHIPS TO LOW INCOME STUDENTS. 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, REGIONAL AND LOCAL RECOGNITION: IN 2017 CEF BECAME A NATIONAL MODEL PRESENTED TO THE NATIONAL SCHOOL FOUNDATION ASSOCIATION IN CHICAGO. IT ALSO RECEIVED THE 2017 HMB CHAMBER OF COMMERCE EDUCATION AWARD WITH FORMAL AWARD RECOGNITION FROM: U.S. CONGRESS, THE CALIFORNIA STATE SENATE, CALIFORNIA STATE LEGISLATURE, SAN MATEO BOARD OF SUPERVISORS AND THE CITY OF HALF MOON BAY.
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.
FORM 990, PART VIIEXECUTIVE DIRECTOR IS A NON-VOTING MEMBER OF THE EXECUTIVE BOARD.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.