2025-02-03T08:09:49-06:00 2024-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-07-01 942842712 SAN CARLOS EDUCATIONAL FOUNDATION SANC 6505905983 PO BOX 1214 SAN CARLOS CA 94070 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 6505905983 2025-01-30 1 1 SCOTT R SMEAD P01208759 4088556770 2023 2025-03-06 01:10:19Z KATHY PARMER-LOHAN 828 CHESTNUT STREET SAN CARLOS CA 94070 9898675 0 X WWW.SCEFKIDS.ORG X 1982 CA THE SAN CARLOS EDUCATION FOUNDATION IS A NONPROFIT FUNDRAISING ORGANIZATION THAT HELPS THE SAN CARLOS SCHOOL DISTRICT PROVIDE A WELL-ROUNDED PUBLIC EDUCATION FOR ALL STUDENTS. 17 17 3 20 0 0 3694865 3732202 0 0 170224 175236 21110 -19308 3886199 3888130 3126295 3224419 0 0 302953 323569 0 0 228104 202811 210119 3632059 3758107 254140 130023 7172586 7657882 61887 60803 7110699 7597079 THE SAN CARLOS EDUCATION FOUNDATION IS A NONPROFIT FUNDRAISING ORGANIZATION THAT HELPS THE SAN CARLOS SCHOOL DISTRICT PROVIDE A WELL-ROUNDED PUBLIC EDUCATION FOR ALL STUDENTS. 0 0 3224419 3224419 TO PROVIDE GENERAL FINANCIAL SUPPORT FOR SCHOOLS IN THE SAN CARLOS SCHOOL DISTRICT WHENEVER, IN JUDGEMENT OF THE FOUNDATION BOARD OF DIRECTORS, FUNDING FROM PUBLIC SOURCES IS INADEQUATE TO PROVIDE AND MAINTAIN CONSISTENTLY HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF THE COMMUNITY. TO ASSIST IN THE DEVELOPMENT OF EDUCATIONAL PROGRAMS WHICH PROMISE SIGNIFICANT CONTRIBUTIONS TO THE EDUCATION OF STUDENTS IN DISTRICT SCHOOLS. TO PROVIDE FUNDING FOR PROGRAMS TYPICALLY PROVIDED BY DISTRICT SCHOOLS FOR WHICH PUBLIC FUNDING IS FOR ANY REASON INADEQUATE OR UNAVAILABLE. 3224419 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 3 0 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KATHY PARMER-LOHAN 6505905983 828 CHESTNUT STREET SAN CARLOS CA 94070 KARLA DONOHOE PRESIDENT 15.00 X X 0 0 0 SUSAN RAYMOND INVESTMENT CHAIR COMMITTEE 10.00 X X 0 0 0 THERESA MCDERMIT SECRETARY 5.00 X X 0 0 0 ANNIE WILSON VP, LEADERSHIP CIRCLE 5.00 X 0 0 0 JENNIFER RUDY VP, STEWARDSHIP 5.00 X 0 0 0 KATHERINE SHERMAN VP, MARKETING 5.00 X 0 0 0 PAIGE SARMIENTO VP, WORKPLACE GIVING 5.00 X 0 0 0 SHEILA BRAR VP, SCHOOL REPS 5.00 X 0 0 0 DEBBIE BLUCHER VP, EVENTS 10.00 X 0 0 0 KATY MOSSAWIR TREASURER 5.00 X 0 0 0 JENNIE ROMEO CO-SCHOOL REP:WO 5.00 X 0 0 0 JESSICA MYERS-SCHECTER SCHOOL REP: TIERRA LINDA 5.00 X 0 0 0 KIERSTEN DANIEL-BACA SCHOOL REP: HEATHER 5.00 X 0 0 0 JESSE GUITERREZ CO SCHOOL REP ARUNDEL 5.00 X 0 0 0 MELISSA SCHMIDT CO-SCHOOL REP:ARROYO 5.00 X 0 0 0 BRANDI CORBIN SCHOOL CO- REP: BRITTAN ACRES 5.00 X 0 0 0 JIE JACQUOT CO-SCHOOL REP: SCC 5.00 X 0 0 0 CARLA LEIBOWITZ CO-VP WORKPLACE GIVING 5.00 X 0 0 0 BLAKE JACQUOT CO-SCHOOL REP: SCC 5.00 X 0 0 0 CHEZ RUEDA CO-SCHOOL REP:ARROYO 5.00 X 0 0 0 PREETI CHINNAN CO- SCHOOL REP: TIERRA LINDA 5.00 X 0 0 0 VIKAS CHINNAN CO-SCHOOL REP: TIERRA LINDA 5.00 X 0 0 0 KRISTEN CARLSON SCHOOL CO- REP: BRITTAN ACRES 5.00 X 0 0 0 BRENDA LANDO FRIDMAN SCHOOL CO-REP: WO 5.00 X 0 0 0 DAN FRIDMAN SCHOOL CO-REP: WO 5.00 X 0 0 0 CORBIE KIERNAN VP, OF BUSINESS SPONSORSHIP 5.00 X 0 0 0 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 40.00 X 161520 0 6461 161520 0 6461 1 0 1 0 0 846006 2886196 395793 3732202 156969 156969 5768695 5750428 18267 18267 18267 178117 846006 257652 -79535 -79535 62692 2465 60227 60227 3888130 0 0 155928 3224419 3224419 165797 77925 87872 116186 54607 61579 20421 9451 10970 21165 9948 11217 44445 44445 2095 985 1110 11492 11492 20599 7668 12931 763 763 5906 4374 1532 11483 11483 CREDIT CARD FEES 62437 62437 ALL OTHER EXPENSES 16514 13235 3279 PRINTING AND GRAPHICS 11421 904 10517 STEWARDSHIP 10337 3163 7174 12627 4196 8431 3758107 3224419 305584 228104 398368 131426 247026 465804 16091 18913 6507101 7025234 4000 16505 7172586 7657882 39712 36733 22175 24070 61887 60803 X 5024559 5491020 2086140 2106059 7110699 7597079 7172586 7657882 130023 356357 0 X 0 1 X 1 0 X 3149469 3394168 3663311 3694865 3732202 17634015 3149469 3394168 3663311 3694865 3732202 17634015 17634015 116923 168701 149077 174278 175236 784215 18418230 0.95740 0.95670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11435 11435 3224419 3235854 311793 77948 0 0 311793 311793 467690 11435 11435 77948 77948 116922 11435 11435 PART II-A THE ORGANIZATION FILED FORM 5768 TO MAKE AN ELECTION TO HAVE THE PROVISIONS OF SECTION 501(H) APPLY IN FEBRUARY 2015. THE ORGANIZATION HAD LOBBYING EXPENDITURES DURING THE FISCAL YEAR ENDED JUNE 30, 2020 (TAX YEAR 2019). THERE WERE LOBBYING EXPENDITURES FOR THE CURRENT YEAR AND THE PRIOR THREE YEARS HAD NONE IN PART II-A OF SCHEDULE C. 3494390 418915 3913305 3195771 298618 3494390 3215539 500000 -519768 3195771 2630280 14522 641526 3215539 2485318 13585 132377 2630280 0.55000 0.07000 0.38000 0 0 0 INVESTMENTS 7025234 F 7025234 X 4262787 356357 18300 374657 3888130 0 3888130 3776407 18300 18300 3758107 0 3758107 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED INTO VANGUARD INVESTMENT ACCOUNT. RETURN ON INVESTMENTS ARE USED TO SUPPORT HEALTH AND WELLNESS PROGRAMS IN SAN CARLOS PUBLIC SCHOOLS. PART X, LINE 2: UNCERTAIN TAX PROVISIONS: THE FOUNDATION FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2024. X SPRING GALA 548624 525706 22918 51099 14726 27318 760 46940 READ-A-THON 196533 196533 202 7183 1 278966 123767 155199 23695 18256 67473 1024123 846006 178117 51099 38421 45776 760 121596 257652 -79535 62692 2000 465 0 62692 2000 465 2465 60227 CA 1 0 0 0 1.00000 0 0 1 SAN CARLOS SCHOOL DISTRICT 1200 INDUSTRIAL ROAD UNIT 9 SAN CARLOS CA 94070 943084386 501(C)3 2429549 0 EDUCATION SAN CARLOS CHARTER LEARNING CENTER 740 DARTMOUTH AVENE SAN CARLOS CA 94070 244192987 501(C)3 431434 0 EDUCATION ARUNDEL ELEMENTARY SCHOOL PTA 200 ARUNDEL ROAD SAN CARLOS CA 94070 946171234 501(C)3 57595 0 EDUCATION BRITTAN ACRES ELEMENTARY SCHOOL PTA 2000 BELLE AVE SAN CARLOS CA 94070 946171348 501(C)3 56828 0 EDUCATION CENTRAL ARROYO PTA 757 CEDAR STREET SAN CARLOS CA 94070 946174377 501(C)3 77680 0 EDUCATION HEATHER ELEMENTARY SCHOOL PTA 2757 MELENDY DRIVE SAN CARLOS CA 94070 946172341 501(C)3 50000 0 EDUCATION TIERRA LINDA MARIPOSA PTA 750 DARTMOUTH AVE SAN CARLOS CA 94070 943358486 501(C)3 70084 0 EDUCATION WHITE OAKS ELEMENTARY PTA 1901 WHITE OAK WAY SAN CARLOS CA 94070 946174771 501(C)3 51249 0 EDUCATION 8 PART I, LINE 2: THE FOUNDATION MEETS WITH THE SUPERINTENDENT ON AN ANNUAL BASIS TO REVIEW HOW THE GRANT FUNDS WERE SPENT BY SAN CARLOS SCHOOL DISTRICT. THE SCHOOL DISTRICT PROVIDES RECORDS TO THE FOUNDATION INDICATING HOW THE GRANT FUNDS WERE USED TO SUPPORT DESIGNATED PROGRAMS. THE FOUNDATION MEETS WITH THE DIRECTOR AT SAN CARLOS CHARTER LEARNING CENTER AND THEY PROVIDE RECORDS OF HOW THE GRANT FUNDS WERE USED TO SUPPORT EDUCATIONAL PROGRAMS. X X X 0 0 0 0 0 0 0 0 0 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 161520 0 0 0 0 0 0 0 6461 0 167981 0 0 0 X 2789 128974 FMV OF ITEMS X AUCTION ITEMS 729 217520 FMV OF ITEMS X OTHER IN KIND 2 48999 FMV OF ITEMS 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WE HAVE A COUPLE THAT SERVE TOGETHER AS CO-SCEF REPS. WHITE OAKS CO-REPS- DAN & BRENDA FRIDMAN FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS SENT TO BOARD MEMBERS FOR REVIEW AND IS REVIEWED BY THE TREASURER, PRESIDENT, AND AUDIT CHAIR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING A BOARD VOTE FOR ALL SIGNIFICANT TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. WE USE FAIRPAY COMPENSATION REPORT TO BENCHMARK. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD MAINTAINS ALL POLICIES REQUIRED FOR OPERATING THE FOUNDATION. THESE POLICIES ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION. SAN CARLOS SCHOOL DISTRICT 1200 INDUSTRIAL ROAD UNIT 9 SAN CARLOS CA 94070 943084383 EDUCATION CA N/A 0 SAN CARLOS CHARTER LEARNING CENTER 740 DARTMOUTH AVENUE SAN CARLOS CA 94070 274192987 EDUCATION CA 501C3 LINE 2 N/A 0 ARUNDEL ELEMENTARY SCHOOL PTA 200 ARUNDEL ROAD SAN CARLOS CA 94070 946171234 EDUCATION CA 501C3 LINE 2 0 BRITTAN ACRES ELEMENTARY SCHOOL PTA 2000 BELLE AVE SAN CARLOS CA 94070 946171348 EDUCATION CA 501C3 LINE 2 0 CENTRAL ARROYO PTA 757 CEDAR STREET SAN CARLOS CA 94070 946174377 EDUCATION CA 501C3 LINE 2 0 HEATHER ELEMENTARY SCHOOL PTA 2757 MELENDY DRIVE SAN CARLOS CA 94070 946172341 EDUCATION CA 501C3 LINE 2 0 TIERRA LINDA MARIPOSA PTA 750 DARTMOUTH AVE SAN CARLOS CA 94070 943358486 EDUCATION CA 501C3 LINE 2 0 WHITE OAKS ELEMENTARY PTA 1901 WHITE OAK WAY SAN CARLOS CA 94070 946174771 EDUCATION CA 501C3 LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAN CARLOS SCHOOL DISTRICT B 2429549 BOOK SAN CARLOS CHARTER LEARNING CENTER B 431434 BOOK ARUNDEL ELEMENTARY SCHOOL PTA B 57595 BOOK BRITTAN ACRES ELEMENTARY SCHOOL PTA B 56828 BOOK CENTRAL ARROYO PTA B 77680 BOOK HEATHER ELEMENTARY SCHOOL PTA B 50000 BOOK TIERRA LINDA MARIPOSA PTA B 70084 BOOK WHITE OAKS ELEMENTARY PTA B 51249 BOOK