2017-11-29T12:06:42-06:00 2017-06-30 770051130 ABBOTT STRINGHAM & LYNCH 1530 MERIDIAN AVE SAN JOSE CA 95125 990 2016-07-01 455147937 ECSV ECSV 4085734802 1399 SANTEE DRIVE SAN JOSE CA 95122 JUAN CRUZ VICE CHAIR 4082836006 2017-11-21 1 SHEBA B DALANEY P00351252 4083778700 2017-11-21 12.217.167.66 2017-11-21 14:27:55 PS P 2E46A9CA32A812B6FF98FF572289BF96A67DE455 3A70EFE6D41158B3BC08929A1A551271513A9F53 2016 2017-02-10 21:41:12Z EDUCARE CALIFORNIA AT SILICON VALLEY JUAN CRUZ 1399 SANTEE DRIVE SAN JOSE CA 95122 2411227 0 X WWW.EDUCARESV.ORG X 2012 CA OPERATE AN EARLY LEARNING CENTER THAT PROVIDES INTENSIVE EARLY EDUCATION SERVICES FOR CHILDREN IN LOW-INCOME FAMILIES IN SAN JOSE, CALIFORNIA AND PROVIDE TRAINING TO EDUCATORS IN BEST-PRACTICE METHODS. 10 10 0 30 0 0 2890639 2094531 191281 181847 143108 134849 0 0 3225028 2411227 1557405 1170162 0 0 0 21999 0 0 115231 1427485 948404 2984890 2140565 240138 270662 12057233 13261024 833360 1766489 11223873 11494535 X TO BUILD AND OPERATE AN EARLY LEARNING SCHOOL TO PROVIDE INTENSIVE EARLY EDUCATION AND CARE FOR 160 CHILDREN FROM BIRTH TO AGE FIVE YEARS GROWING UP IN LOW-INCOME FAMILIES RESIDING IN AND AROUND THE SANTEE COMMUNITY IN SAN JOSE, CALIFORNIA TO HELP ENSURE THAT THE CHILDREN THEREBY SERVED WILL SUCCEED IN SCHOOL AND LATER LIFE. 0 0 1247907 1048377 CLASSROOM SERVICES - PROGRAM SERVED APPROXIMATELY 160 CHILDREN AGES BIRTH TO 5 AND THEIR FAMILIES IN A MODEL EARLY LEARNING SCHOOL. CLASSROOM SERVICES WERE PROVIDED BY THE SANTA CLARA COUNTY OFFICE OF EDUCATION AND EAST SIDE UNION HIGH SCHOOL DISTRICT, AND FUNDED WITH FEDERAL, STATE AND LOCAL FUNDING SOURCES. 199890 EVALUATION - ONE OF THE REQUIREMENTS FOR AN EDUCARE IS THAT THEY COLLECT AND ANALYZE (IN COLLABORATION WITH THE NATIONAL EDUCARE LEARNING NETWORK) INFORMATION AND DATA ON CHILDREN, FAMILIES AND WORKFORCE. THE DATA IS USED BY THE SITE TO MAKE CONTINUOUS IMPROVEMENT ON ENHANCING OUR SERVICES TO THE COMMUNITY. THE DATA IS ALSO USED BY THE NATIONAL NETWORK TO LOOK AT NATIONAL TRENDS ACROSS ALL EDUCARES IN THE NETWORK. 32086 PROFESSIONAL DEVELOPMENT INSTITUTE - THIS YEAR HAS BEEN ONE OF PLANNING AND OBTAINING FEEDBACK FROM PARTNERS ON THE VISION FOR THE PROFESSIONAL DEVELOPMENT INSTITUTE. EDUCARE APPLIED FOR AND WAS AWARDED ITS FIRST GRANT TO SUPPORT INITIAL PLANNING AND SOFT PILOT WORK FOR THE PROFESSIONAL DEVELOPMENT INSTITUTE, WHICH WILL BEGIN IN FY 2017-18. 173991 121785 181847 173991 121785 181847 1653874 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ABBOTT STRINGHAM & LYNCH 4083778700 1530 MERIDIAN AVENUE 2ND FLOOR SAN JOSE CA 95125 JON GUNDRY CHAIR 2.00 X X 0 0 0 JUAN CRUZ VICE CHAIR 2.00 X X 0 0 0 CHRIS FUNK TREASURER 1.00 X X 0 0 0 MEERA MANI SECRETARY 2.00 X X 0 0 0 JOLENE SMITH GOVERNANCE BOARD MEMBER 2.00 X 0 0 0 EVA LESTER GOVERNANCE BOARD MEMBER 1.00 X 0 0 0 CAMILLE MABEN GOVERNANCE BOARD MEMBER 1.00 X 0 0 0 GREG KEPFERLE GOVERNANCE BOARD MEMBER 1.00 X 0 0 0 DR CHARLES BULLOCK GOVERNANCE BOARD MEMBER 1.00 X 0 0 0 SHANNON HUNT-SCOTT GOVERNANCE BOARD MEMBER 1.00 X 0 0 0 LISA KAUFMAN EXECUTIVE DIRECTOR 40.00 20.00 X 189410 0 0 WENDI MAHANEY-GURAHOO SITE DIRECTOR 20.00 20.00 X 0 0 0 DIANNA BALLESTEROS SITE DIRECTOR 20.00 20.00 X 0 0 0 189410 0 0 1 0 1 0 LK CONSULTING LLC 10281 TORRE AVE 804 CUPERTINO CA 95014 EXECUTIVE DIRECTOR 189410 1 1449943 644588 2094531 SHARED SPACE PROVIDED 531120 134718 134718 SUB-LEASE INCOME 531120 47129 47129 181847 134849 134849 2411227 0 0 316696 X 1170162 1170162 20222 6633 9559 4030 1777 557 894 326 108577 21366 49622 37589 192850 192850 286411 232548 53566 297 2353 874 1333 146 66661 586 66075 275445 213515 55736 6194 598 267 285 46 2419 2419 1008 1008 9940 7952 1789 199 BANK FEES 1641 1312 329 TAXES & FEES 501 501 2140565 1653874 371460 115231 142680 144744 1020759 795759 805647 1773124 1437 1756 14324 1637 13695 12687 10073015 10532954 12057233 13261024 516207 1766489 317153 833360 1766489 X 10380159 10839241 843714 655294 11223873 11494535 12057233 13261024 270662 0 X X 0 1 X 1 0 X 472500 3983483 2102168 1108719 644588 8311458 1675000 450000 1776366 1449943 5351309 41600 77449 69292 188341 472500 5658483 2593768 2962534 2163823 13851108 4974118 8876990 900 3801 156049 143108 134849 438707 14289815 735218 0.62120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 14324 1637 12687 12687 NMTC LOAN TO ECSV INV. FUND LLC 9993000 INTEREST RECEIVABLE 71300 PROPERTY TAX REFUND RECEIVABLE 468654 10532954 X 2590538 179311 179311 2411227 0 2411227 2319876 179311 179311 2140565 0 2140565 PART III, LINE 1A: THE DISCLOSURE FOOTNOTE WAS NOT INCLUDED IN THE FINANCIAL STATEMENTS BECAUSE THE AMOUNT OF THE DONATED ART HELD IN THE COLLECTION IS IMMATERIAL TO THE FINANCIAL STATEMENTS. PART III, LINE 4: THE ORGANIZATION DISPLAYS ART CREATED BY THE CHILDREN PARTICIPATING IN ITS PROGRAMS. THE ART IS HELD IN DISPLAY CASES OR ON THE WALLS OF THE MAIN BUILDING. THIS ART IS DISPLAYED NEXT TO A EXHIBIT ON LOAN FROM THE CHILDREN'S DISCOVERY MUSEUM ENTITLED "OUT ON A LIMB". THIS EXHIBIT PROVIDES INTERACTIVE LEARNING EXPERIENCES TO VISITORS TO THE FACILITY. THE EXHIBIT TEACHES ABOUT NATURE, NUMBERS, LETTERS, BUILDING, SOUND, TEXTURES, AND PATTERNS. THE ORGANIZATION HAS AN AFFILIATED EXHIBIT ENTITLED "UP IN THE TREES" WHICH INCLUDES MOBILES CRAFTED FROM RECYCLED MATERIALS. THE EXHIBITS ARE FREE TO THE PUBLIC AND ALLOW LOW-INCOME FAMILIES IN THE COMMUNITY TO EXPERIENCE AN INTERACTIVE EXHIBIT FROM THE CHILDREN'S DISCOVERY MUSEUM. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. E.C.S.V.'S AND E.C.S.V. REAL ESTATE'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2014 AND BEYOND ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. E.C.S.V.'S STATE RETURNS FOR THE YEARS ENDED JUNE 30, 2013 AND BEYOND ARE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOUR YEARS AFTER THEY ARE FILED. E.C.S.V. REAL ESTATE'S STATE RETURNS FOR THE YEARS ENDED JUNE 30, 2014 AND BEYOND ARE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES BASED ON THE INITIAL FILING OF A STATE RETURN FOR THE YEAR ENDED JUNE 30, 2014. 1 SANTA CLARA COUNTY OFFICE OF EDUCATION 1290 RIDDER PARK DRIVE SAN JOSE CA 95131 770272168 640674 FMV IMPLEMENT EDUCARE MODEL EAST SIDE UNION HIGH SCHOOL DISTRICT 830 NORTH CAPITOL AVENUE SAN JOSE CA 95133 942864814 407704 FMV IMPLEMENT EDUCARE MODEL 2 PART I, LINE 2: THE GRANTEES MUST SUBMIT INVOICES AND SUPPORTING DOCUMENTATION TO SUBSTANTIATE THE EXPENSES INCURRED BEFORE FUNDS ARE DISBURSED TO THE GRANTEES. X X X X 0 0 0 0 0 0 0 0 0 LISA KAUFMAN EXECUTIVE DIRECTOR 189410 0 0 0 0 0 0 0 0 0 189410 0 0 0 FORM 990 PART VII LINE 5 NAME OF THE UNRELATED ORGANIZATION: SANTA CLARA COUNTY OFFICE OF EDUCATION TYPE OF COMPENSATION: WAGES AMOUNT OF COMPENSATION: $35,650 NAME OF RECIPIENT: DIANNA BALLESTEROS NAME OF THE UNRELATED ORGANIZATION: SANTA CLARA COUNTY OFFICE OF EDUCATION TYPE OF COMPENSATION: WAGES AMOUNT OF COMPENSATION: $101,435 NAME OF RECIPIENT: WENDI MAHANEY-GURAHOO LISA KAUFMAN LISA KAUFMAN (EXECUTIVE DIRECTOR)- MEMBER OF LK CONSULTING LLC 173221 ORGANIZATION PAYS LK CONSULTING LLC FOR EXECUTIVE DIRECTOR SERVICES PERFORMED BY LISA KAUFMAN 0 FORM 990 PART III, LINE 4D OTHER PROGRAM SERVICES EXPENSES: PROGRAM - FAMILY RESOURCE CENTER - $22,371 PROGRAM - ATRIUM EXHIBIT - $19,175 PROGRAM - CAREER ACADEMY - $9,587 PROGRAM - NUTRITION POLICY - $6,392 PROGRAM - OTHER - $116,467 OTHER PROGRAM SERVICES REVENUE - $181,847 - REIMBURSED SHARED COSTS FIRST 5 SANTA CLARA COUNTY - $29,978 EAST SIDE UNION HIGH SCHOOL DISTRICT - $47,129 SANTA CLARA COUNTY OFFICE OF EDUCATION - $99,644 REFUND OF ENGINEERING FEES - $5,096 SHARED COSTS ARE COSTS INCURRED FOR BUILDING OPERATIONS INCLUDING SECURITY, UTILITIES, LANDSCAPING, INSURANCE, PROPERTY TAXES, PERMITS, EQUIPMENT RENTAL, REPAIRS AND MAINTENANCE, CUSTODIAL, LEASE PAYMENTS, AND GARBAGE COLLECTION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTED WITH LK CONSULTING LLC TO PERFORM THE DUTIES OF AN EXECUTIVE DIRECTOR OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 AN AMENDMENT TO THE ARTICLES OF INCORPORATION WAS FILED WITH THE STATE OF CALIFORNIA TO CLARIFY THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES. UPON DISSOLUTION, REMAINING ASSETS SHALL BE DISTRIBUTED TO AN ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. FORM 990, PART VI, SECTION A, LINE 7A A VACANCY IN THE POSITION OF DIRECTOR MAY BE FILLED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE REMAINING DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE COMMITTEE REVIEWED AND APPROVED FORM 990 BEFORE FILING. FORM 990 WAS ALSO DISTRIBUTED TO BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD CHAIR HAS ALL NEW BOARD MEMBERS FILL OUT THE CONFLICT OF INTEREST FORM BY THE FIRST BOARD MEETING THEY ATTEND. EACH MEMBER REVIEWS THE CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A GOVERNANCE BOARD MEMBERS REVIEWED AND APPROVED THE JOB DESCRIPTION, POSITION POSTING, AND HIRING PROCESS FOR THE EXECUTIVE DIRECTOR. COMPARABLE COMPENSATION WAS DERIVED FROM DATA FROM OTHER EDUCARE PROGRAMS THROUGHOUT THE U.S. APPROVAL WAS DOCUMENTED IN MINUTES TO THE EXECUTIVE COMMITTEE AND GOVERNANCE BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G TRAINING: PROGRAM SERVICE EXPENSES 32,086. MANAGEMENT AND GENERAL EXPENSES 11,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,086. EVALUATION: PROGRAM SERVICE EXPENSES 199,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,890. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 572. MANAGEMENT AND GENERAL EXPENSES 1,554. FUNDRAISING EXPENSES 297. TOTAL EXPENSES 2,423. CONSULANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 41,012. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,012. FORM 990, PART XII, LINE 2C: THE FINANCE SUB-COMMITTEE WILL ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT. E C S V REAL ESTATE C/O ECSV 1399 SANTEE DRIVE SAN JOSE CA 95122 465073349 TO OPERATE AND SUBLEASE AN EDUCATION FACILITY TO ECSV. CA 501C(3) 11 ECSV 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 ECSV REAL ESTATE B 69015 CASH ECSV REAL ESTATE K 152000 CASH ECSV REAL ESTATE L 64644 ESTIMATED ALLOCATION ECSV REAL ESTATE P 19754 ESTIMATED ALLOCATION