2026-02-10T14:15:36-06:00 2025-06-30 271155496 RLA LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2024-07-01 942842712 SAN CARLOS EDUCATIONAL FOUNDATION SANC 6505905983 PO BOX 1214 SAN CARLOS CA 94070 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 6505905983 2026-02-10 1 1 SCOTT R SMEAD P01208759 4088556770 2024 2025-03-06 01:10:19Z KATHY PARMER-LOHAN 828 CHESTNUT STREET SAN CARLOS CA 94070 10321911 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. 21 21 3 20 0 0 3732202 3825343 0 0 175236 238754 -19308 -22805 3888130 4041292 3224419 3298765 0 0 323569 331836 0 0 254668 210119 208937 3758107 3839538 130023 201754 7657882 8218807 60803 47829 7597079 8170978 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 3298765 3298765 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. 3298765 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 6 0 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 21 21 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 ALEXANDRA PAVLIDAKIS CO-SCHOOL REP: WO 5.00 X 0 0 0 AMY KIM VP, STEWARDSHIP 5.00 X 0 0 0 ANNIE WILSON CO-VP, LEADERSHIP CIRCLE/CO-SCHOOL REP: TL 7.50 X 0 0 0 BRANDI CORBIN CO-SCHOOL REP: BA 5.00 X 0 0 0 BRENDA FRIDMAN CO-VP, WORKPLACE GIVING 5.00 X 0 0 0 CARLA LEIBOWITZ CO-VP, WORKPLACE GIVING 5.00 X 0 0 0 CHEZ RUEDA CO-SCHOOL REP: ARROYO 5.00 X 0 0 0 CORBIE KIERNAN CO-SCHOOL REP: TL 5.00 X 0 0 0 DAN FRIDMAN VP, BUSINESS SPONSORSHIP 5.00 X 0 0 0 DEBBIE BLUCHER VP, EVENTS 5.00 X 0 0 0 ELLEN SHIN LACEY CO-SCHOOL REP: ARUNDEL 5.00 X 0 0 0 ERICA MILLER CO-SCHOOL REP: BA 5.00 X 0 0 0 JENNIE ROMEO VP, SCHOOL REPS 5.00 X 0 0 0 JESSIE MYERS VP, MARKETING 5.00 X 0 0 0 JIE JACQUOT CO-SCHOOL REP: CHARTER 2.00 X 0 0 0 KATY MOSSAWIR TREASURER 10.00 X X 0 0 0 KIERSTEN DANIEL BACA CO-SCHOOL REP: HEATHER 5.00 X 0 0 0 KIRSTEN KELL CO-SCHOOL REP CMS 5.00 X 0 0 0 KRISTEN CARLSON CO-VP, LEADERSHIP CIRCLE 2.00 X 0 0 0 MADHURA KUMAR VINAY CO-SCHOOL REP: MARIPOSA 5.00 X 0 0 0 MELISSA SCHMIDT PRESIDENT 15.00 X X 0 0 0 MICHELLE CHOY CO-SCHOOL REP: HEATHER 5.00 X 0 0 0 PAIGE SCOTT AUDIT CHAIR 1.00 X 0 0 0 PAT PHILLIPS INVESTMENT COMMITTEE CHAIR 2.00 X 0 0 0 REGAN PARKER CO-SCHOOL REP: WO 5.00 X 0 0 0 SHEILA BRAR VP, SCHOOL REPS 5.00 X 0 0 0 THERESA MCDERMIT SECRETARY 5.00 X X 0 0 0 TIFFANY BLACK CO-SCHOOL REP: ARUNDEL 5.00 X 0 0 0 TRISHA LEBUS CO-SCHOOL REP: ARROYO 5.00 X 0 0 0 TWISHA ANAND CO-SCHOOL REP: CHARTER 5.00 X 0 0 0 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 40.00 X 166121 0 6824 166121 0 6824 1 0 1 0 0 894758 2930585 535331 3825343 242596 242596 6010531 6014373 -3842 -3842 -3842 183191 894758 261733 -78542 -78542 60250 4513 55737 55737 4041292 0 0 215949 3298765 3298765 171211 75333 95878 125286 56221 69065 12800 5486 7314 22539 9917 12622 45783 45783 9383 1135 8248 26389 26389 20914 6616 14298 5397 4574 823 13600 13600 CREDIT CARD FEES 57507 57507 ALL OTHER EXPENSES 9421 1800 7621 STEWARDSHIP 9217 2305 6912 POSTAGE AND SHIPPING 5060 1043 4017 6266 4785 1481 3839538 3298765 286105 254668 131426 350833 465804 399428 18913 15536 7025234 7430745 16505 22265 7657882 8218807 36733 22329 24070 25500 60803 47829 X 5491020 6070542 2106059 2100436 7597079 8170978 7657882 8218807 201754 372145 0 X X 0 1 X 1 0 X 3394168 3663311 3694865 3732202 3825343 18309889 3394168 3663311 3694865 3732202 3825343 18309889 18309889 168701 149077 174278 175236 242596 909888 19219777 0.95270 0.95740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 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 JUNE 30, 2024 YEAR END BUT THERE WERE NO LOBBYING EXPENDITURES FOR THE CURRENT YEAR JUNE 30, 2025. 3913305 479986 100000 4293291 3494390 418915 3913305 3195771 298618 3494390 3215539 500000 -519768 3195771 2630280 14522 641526 3215539 0.58480 0.06580 0.34940 0 0 0 INVESTMENTS 7430745 F 7430745 X 4436236 372144 22800 394944 4041292 0 4041292 3862338 22800 22800 3839538 0 3839538 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, 2025. SPRING GALA 611948 584348 27600 40110 8940 63161 820 14394 READ-A-THON 186934 186934 8075 3 279067 123476 155591 13774 18830 19255 11275 63099 1077949 894758 183191 53884 27770 82416 12095 85568 261733 -78542 60250 4331 182 0 60250 4331 182 4513 55737 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 2492641 0 EDUCATION SAN CARLOS CHARTER LEARNING CENTER 740 DARTMOUTH AVENE SAN CARLOS CA 94070 244192987 501(C)3 423542 0 EDUCATION ARUNDEL ELEMENTARY SCHOOL PTA 200 ARUNDEL ROAD SAN CARLOS CA 94070 946171234 501(C)3 58990 0 EDUCATION BRITTAN ACRES ELEMENTARY SCHOOL PTA 2000 BELLE AVE SAN CARLOS CA 94070 946171348 501(C)3 59968 0 EDUCATION CENTRAL ARROYO PTA 757 CEDAR STREET SAN CARLOS CA 94070 946174377 501(C)3 77903 0 EDUCATION HEATHER ELEMENTARY SCHOOL PTA 2757 MELENDY DRIVE SAN CARLOS CA 94070 946172341 501(C)3 52993 0 EDUCATION TIERRA LINDA MARIPOSA PTA 750 DARTMOUTH AVE SAN CARLOS CA 94070 943358486 501(C)3 79603 0 EDUCATION WHITE OAKS ELEMENTARY PTA 1901 WHITE OAK WAY SAN CARLOS CA 94070 946174771 501(C)3 53125 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 166121 0 0 0 0 0 6824 0 0 0 172945 0 0 0 X 57 229885 FMV OF ITEMS X AUCTION ITEMS 575 250420 FMV OF ITEMS X OTHER IN KIND 2 55026 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. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. SAN CARLOS SCHOOL DISTRICT 1200 INDUSTRIAL ROAD UNIT 9 SAN CARLOS CA 94070 943084383 EDUCATION CA 501C3 LINE 2 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 2492641 BOOK SAN CARLOS CHARTER LEARNING CENTER B 423542 BOOK ARUNDEL ELEMENTARY SCHOOL PTA B 58990 BOOK BRITTAN ACRES ELEMENTARY SCHOOL PTA B 59968 BOOK CENTRAL ARROYO PTA B 77903 BOOK HEATHER ELEMENTARY SCHOOL PTA B 52993 BOOK TIERRA LINDA MARIPOSA PTA B 79603 BOOK WHITE OAKS ELEMENTARY PTA B 53125 BOOK