2024-02-07T13:33:27-06:00 2023-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2022-07-01 942842712 SAN CARLOS EDUCATIONAL FOUNDATION SANC 6505905983 PO BOX 1214 SAN CARLOS CA 94070 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 6505905983 2024-01-30 1 KATHY PARMER-LOHAN 999009999 1 SCOTT R SMEAD P01208759 4088556770 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY PARMER-LOHAN 828 CHESTNUT STREET SAN CARLOS CA 94070 4118121 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. 16 16 3 20 0 0 3663312 3694865 0 0 1211405 170224 -35009 21110 4839708 3886199 3272119 3126295 0 0 276945 302953 0 0 234881 203369 202811 3752433 3632059 1087275 254140 6778148 7172586 122320 61887 6655828 7110699 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 3126295 3126295 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. 3126295 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 7 0 1 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 16 16 1 0 1 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 TREASURER 10.00 X X 0 0 0 ALANA CORSO 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 CORBIE KIERNAN VP, BUSINESS SPONSORSHIP 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 CO-SCHOOL REP:ARROYO 5.00 X 0 0 0 JENNIE ROMEO CO-SCHOOL REP:ARROYO & 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 CHEZ RUEDA SCHOOL CO- REP: BRITTAN ACRES 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 MICHELLE HULJEV VP, EVENTS 5.00 X 0 0 0 KATHY PARMER-LOHAN EXECUTIVE DIRECTOR 40.00 X 155411 0 4683 155411 0 4683 1 0 1 0 0 766702 2928163 464373 3694865 174278 174278 81348 85402 -4054 -4054 -4054 116891 766702 145098 -28207 -28207 50739 1422 49317 49317 3886199 174278 0 17056 3126295 3126295 157710 66238 91472 111790 46952 64838 12946 5437 7509 20507 8613 11894 40760 40760 2064 1440 624 14172 1843 12329 19667 6881 12786 1415 1415 6072 5260 812 13513 13513 CREDIT CARD FEES 64912 64912 STEWARDSHIP 13497 2034 11463 PRINTING AND GRAPHICS 10552 10552 POSTAGE AND SHIPPING 6599 361 6238 9588 5224 4364 3632059 3126295 270883 234881 284706 398368 181074 247026 16848 16091 6288370 6507101 7150 4000 6778148 7172586 122320 39712 22175 122320 61887 X 4464483 5024559 2191345 2086140 6655828 7110699 6778148 7172586 254140 200731 0 X 0 1 X 1 0 X 2407425 3149469 3394168 3663311 3694865 16309238 2407425 3149469 3394168 3663311 3694865 16309238 16309238 129145 116923 168701 149077 174278 738124 17047362 0.95670 0.95000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 285075 285075 427613 12585 12585 71269 71269 106904 12585 12585 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 NO LOBBYING EXPENDITURES FOR THE CURRENT YEAR AND THE PRIOR THREE YEARS IN PART II-A OF SCHEDULE C. 3195771 298618 3494390 3215539 500000 -519768 3195771 2630280 14522 641526 3215539 2485318 13585 132377 2630280 2335392 13661 136265 2485318 0.48982 0.08092 0.42926 0 0 0 INVESTMENTS 6507101 F 6507101 X 4104230 200731 17300 218031 3886199 0 3886199 3649359 17300 17300 3632059 0 3632059 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, 2023. SPRING GALA 543356 538307 5049 53080 4168 11226 READ-A-THON 99241 99241 3773 1 240996 129154 111842 11035 22735 24233 9000 5848 883593 766702 116891 64115 22735 28401 9000 20847 145098 -28207 50739 1022 400 0 50739 1022 400 1422 49317 CA 1 0 0 0 1.00000 0 0 1 SAN CARLOS SCHOOL DISTRICT 1200 INDUSTRIAL ROAD UNIT 9 SAN CARLOS CA 94070 943084386 2309852 0 EDUCATION SAN CARLOS CHARTER LEARNING CENTER 740 DARTMOUTH AVENE SAN CARLOS CA 94070 244192987 421597 0 EDUCATION ARUNDEL ELEMENTARY SCHOOL PTA 200 ARUNDEL ROAD SAN CARLOS CA 94070 946171234 58195 0 EDUCATION BRITTAN ACRES ELEMENTARY SCHOOL PTA 2000 BELLE AVE SAN CARLOS CA 94070 946171348 60285 0 EDUCATION CENTRAL ARROYO PTA 757 CEDAR STREET SAN CARLOS CA 94070 946174377 78975 0 EDUCATION HEATHER ELEMENTARY SCHOOL PTA 2757 MELENDY DRIVE SAN CARLOS CA 94070 946172341 58545 0 EDUCATION TIERRA LINDA MARIPOSA PTA 750 DARTMOUTH AVE SAN CARLOS CA 94070 943358486 82335 0 EDUCATION WHITE OAKS ELEMENTARY PTA 1901 WHITE OAK WAY SAN CARLOS CA 94070 946174771 56510 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 155411 0 0 0 0 0 4683 0 0 0 160094 0 0 0 X 22 80350 FMV OF ITEMS X AUCTION ITEMS 563 344031 FMV OF ITEMS X OTHER IN KIND 3 39992 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 A, LINE 4 UPDATED BYLAWS IN FEBUARY 2023. 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 2309852 BOOK SAN CARLOS CHARTER LEARNING CENTER B 421597 BOOK ARUNDEL ELEMENTARY SCHOOL PTA B 58195 BOOK BRITTAN ACRES ELEMENTARY SCHOOL PTA B 60285 BOOK CENTRAL ARROYO PTA B 78975 BOOK HEATHER ELEMENTARY SCHOOL PTA B 58545 BOOK TIERRA LINDA MARIPOSA PTA B 82335 BOOK WHITE OAKS ELEMENTARY PTA B 56510 BOOK