2026-09-02T16:58:18-05:00 2025-12-31 942590397 KARLSSON & LANE AN ACCOUNTANCY CORP 4725 FIRST ST STE 226 PLEASANTON CA 94566 990 2025-01-01 800562254 THE CALIFORNIA EDUCATION PARTNERS CALI 4153218017 ONE LOMBARD STREET 305 SAN FRANCISCO CA 94111 PHILIP HALPERIN EXECUTIVE DIRECTOR 4153218017 2026-08-31 1 PENNY L LANE CPA P00743411 9252715519 2025 PHILIP HALPERIN ONE LOMBARD STREET 305 SAN FRANCISCO CA 94111 6542736 0 X WWW.CAEDPARTNERS.ORG X 2010 CA SUPPORTING LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. 8 6 23 6 0 0 7657382 3855448 2064500 2143358 537282 543930 0 0 10259164 6542736 0 0 0 0 4868500 4780459 0 0 0 2321710 2284582 7190210 7065041 3068954 -522305 17361394 17006602 1338279 1506906 16023115 15499696 X 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. 0 0 6401667 2143358 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 BUILD 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. 6401667 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MELINDA LEUNG 4153218011 ONE LOMBARD STREET SUITE 305 SAN FRANCISCO CA 94111 LAURA SCHWALM BOARD SECRETARY/CHIEF OF STAFF 40.00 X X 250268 0 71638 JODEE MARCELLIN DIR OF DISTRICT TO DISTRICT PROGRAM 40.00 X 235268 0 67631 STEVEN KELLNER DIR OF PROG SUSTAINABILITY & GROWTH 40.00 X 235268 0 54052 MELINDA LEUNG CHIEF FINANCIAL OFFICER 40.00 X 245825 0 36625 LAURA WENTWORTH DIRECTOR OF RPP PROGRAM 40.00 X 213695 0 58802 JANNA SMITH DIR OF OPERATIONS, PEOPLE & CULTURE 40.00 X 213695 0 22665 PHILIP HALPERIN BOARD TREASURER/EXECUTIVE DIRECTOR 0.50 X X 9100 0 38242 MIKE HANSON BOARD MEMBER 0.50 X 0 0 0 ELLEN MOIR BOARD MEMBER 0.50 X 0 0 0 JENNIFER O'DAY BOARD MEMBER 0.50 X 0 0 0 STEFANIE PHILLIPS BOARD MEMBER 0.50 X 0 0 0 JORGE RUIZ DE VELASCO BOARD CHAIR 0.50 X X 0 0 0 ADELA JONES BOARD MEMBER 0.50 X 0 0 0 1403119 0 349655 17 0 1 0 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 RESEARCH SERVICES 337777 1 3855448 3855448 PROGRAM SERVICE FEES 541900 2115300 2115300 OTHER REVENUE 541900 28058 28058 2143358 543930 543930 6542736 2143358 0 543930 369248 346997 22251 3404204 3222718 181486 192670 182764 9906 550538 549123 1415 263799 249080 14719 1163 1163 21579 21579 649222 600392 48830 60389 5716 54673 176320 176024 296 316753 223341 93412 683351 603683 79668 5056 5056 36911 36911 DISTRICT PROGRAMS 203826 203826 OTHER OPERATING 65042 25615 39427 STAFF DEVELOPMENT AND T 64970 12388 52582 7065041 6401667 663374 0 287149 152622 3552788 9850852 2065678 1133227 309120 166065 128851 79838 49787 47621 7222 2166 10518445 5400340 492141 221492 17361394 17006602 93267 102902 735000 1176700 510012 227304 1338279 1506906 X 12376222 13468149 3646893 2031547 16023115 15499696 17361394 17006602 -522305 -1114 0 X 0 1 X 1 0 X 6206691 5245200 4195000 7657382 3855448 27159721 6206691 5245200 4195000 7657382 3855448 27159721 22850653 4309068 35 23083 325022 537282 543930 1429352 28589073 5833401 0.15070 0.15210 X 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 TESTAS 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 THOSESCHOOLS AND SYSTEMS TO SURFACE SOLUTIONS TO SET UP STUDENTS TO THRIVE.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR-ENDED DECEMBER 31, 2025, PUBLIC SUPPORT EQUALED 15.07%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT.(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 CONTINUES TO EXPAND 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 ANDPROGRAMS 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49787 47621 2166 2166 INVESTMENTS 5400340 F 5400340 OPERATING LEASE LIABILITITES 227304 227304 X 6799918 -1114 258296 257182 6542736 0 6542736 7323337 258296 258296 7065041 0 7065041 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. IN MANAGEMENT'S JUDGMENT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024. X X 0 0 0 0 0 0 0 0 0 LAURA SCHWALM BOARD SECRETARY/CHIEF OF STAFF 250268 0 0 0 0 0 15016 0 56622 0 321906 0 0 0 JODEE MARCELLIN DIR OF DISTRICT TO DISTRICT PROGRAM 235268 0 0 0 0 0 14116 0 53515 0 302899 0 0 0 STEVEN KELLNER DIR OF PROG SUSTAINABILITY & GROWTH 235268 0 0 0 0 0 7058 0 46994 0 289320 0 0 0 MELINDA LEUNG CHIEF FINANCIAL OFFICER 245825 0 0 0 0 0 14749 0 21876 0 282450 0 0 0 LAURA WENTWORTH DIRECTOR OF RPP PROGRAM 213695 0 0 0 0 0 12822 0 45980 0 272497 0 0 0 JANNA SMITH DIR OF OPERATIONS, PEOPLE & CULTURE 213695 0 0 0 0 0 12822 0 9843 0 236360 0 0 0 SCHEDULE J, PART II: PHILIP HALPERIN WAS AN EMPLOYEE OF SILVER GIVING FOUNDATION, AN UNRELATED ORGANIZATION, WHILE PERFORMING WORK FOR CALIFORNIA EDUCATION PARTNERS. 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PROFESSIONAL ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE 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 OPERATIONS, 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 18 THE ORGANIZATION MAKES ITS FORM 1023, 990 AND 990-T (IF APPLICABLE) AVAILABLE TO THE PUBLIC UPON REQUEST. 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.