2024-05-15T20:34:13-05:00 2023-06-30 461171913 S D MAYER & ASSOCIATES LLP 235 MONTGOMERY STREET 26TH FL SAN FRANCISCO CA 94104 990 2022-07-01 941592822 SAN FRANCISCO EDUCATION FUND SANF 4156955400 2730 BRYANT STREET 2ND FLOOR SAN FRANCISCO CA 94110 ANN WALDEN CEO 4156955400 2024-05-15 1 ANN WALDEN 999009999 0 W NOEL MCNABOLA P00181055 4156914040 2024-05-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN WALDEN 2730 BRYANT STREET 2ND FLOOR SAN FRANCISCO CA 94110 4007744 0 X WWW.SFEDFUND.ORG X 1964 CA TO EQUIP STUDENTS WITH SKILLS TO SUCCEED IN COLLEGE, CAREER & CIVIC RESPONSIBILITY. 18 18 25 337 0 0 5960021 2702118 0 0 280484 776598 -184448 233880 6056057 3712596 3356602 1135410 0 0 1600328 1655741 129978 0 389458 723269 818161 5810177 3609312 245880 103284 10605062 11598016 969351 1973342 9635711 9624674 THE EDUCATION FUND MOBILIZES THE COMMUNITY TO SUPPORT EQUITABLE ACCESS TO A QUALITY EDUCATION FOR PUBLIC SCHOOL STUDENTS THROUGH TUTORING AND MENTORING, SCHOLARSHIPS, TEACHER GRANTS, AND CORPORATE SCHOOL ADOPTION. 0 0 3018874 1135410 15101 THE MAISIN SCHOLAR AWARD PROGRAM OFFERS SCHOLARSHIPS AND COUNSELING TO 75 GRADUATING SENIORS FOR UP TO 4 YEARS OF POST-SECONDARY SCHOOLING. THE PUBLIC ENGAGEMENT PROGRAM CONTINUES TO ENGAGE COMMUNITY MEMBERS IN ALL 117 SAN FRANCISCO PUBLIC SCHOOLS AS GENERAL VOLUNTEERS, TUTORS, MENTORS AND SUPPORTERS. A SUBSET OF THOSE SCHOOLS IS ALSO INVOLVED IN ITS CORPORATE PARTNERSHIP PROGRAM, CIRCLE THE SCHOOLS, AND RECEIVE GRANTS AS A RESULT. THE LITERACY PROGRAM WORKS IN 5 HIGH-NEED ELEMENTARY SCHOOLS. IN EACH SCHOOL, THE EDUCATION FUND TRAINS AND PLACES VOLUNTEERS IN CLASSROOMS TO WORK ONE-ON-ONE WITH STUDENTS ON THEIR LITERACY SKILLS. THE EDUCATION FUND SUPPLEMENTS THOSE VOLUNTEERS WITH DIRECT GRANTS TO TEACHERS AND PRINCIPALS FOCUSED ON IMPROVING LITERACY IN THEIR CLASSROOM OR SCHOOL, AND USES DATA ANALYSIS TO IDENTIFY WHICH INDIVIDUAL STUDENTS OR GROUPS OF STUDENTS NEED OUR SUPPORT. 3018874 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JIL SAHEBA 4156955400 2730 BRYANT STREET 2ND FLOOR SAN FRANCISCO CA 94110 RADHAKRISHNAN MAHENDRAN PRESIDENT 4.00 X X 0 0 0 DANIEL R LENTZ VICE PRESIDENT 4.00 X X 0 0 0 HILARY SHIRAZI TREASURER 4.00 X X 0 0 0 IVAN AU SECRETARY 4.00 X X 0 0 0 PRASANTH BODA DIRECTOR 4.00 X 0 0 0 WILLIAM BOURDON DIRECTOR 4.00 X 0 0 0 KATHRINE GILLESPIE DIRECTOR 4.00 X 0 0 0 JOSEPH GHOBRIAL DIRECTOR 4.00 X 0 0 0 MEAGAN HERZOG DIRECTOR 4.00 X 0 0 0 ERIC JONES DIRECTOR 4.00 X 0 0 0 BECKY KARSH DIRECTOR 4.00 X 0 0 0 NANCY LAI DIRECTOR 4.00 X 0 0 0 DEBBY LU DIRECTOR 4.00 X 0 0 0 RACHEL PATTERSON DIRECTOR 4.00 X 0 0 0 CAMELLIA PHAM DIRECTOR 4.00 X 0 0 0 JEN SCIARRA DIRECTOR 4.00 X 0 0 0 DARIUS WHITE DIRECTOR 4.00 X 0 0 0 LORI BIRNBAUM GALANTE DIRECTOR 4.00 X 0 0 0 STACEY WANG CEO 40.00 X 180836 0 0 REBECCA KROLL TALENT & OPERATIONS DIRECT 40.00 X 146181 0 0 ABBY ROVNER PROGRAMS & STRATEGY DIRECT 40.00 X 146181 0 0 473198 0 0 3 0 1 0 0 393940 2308178 106416 2702118 206899 206899 569699 0 569699 569699 569699 513927 295148 218779 218779 OTHER INCOME 900099 15101 15101 15101 3712596 15101 0 995377 X 1057910 1057910 77500 77500 1461302 1225134 51015 185153 75229 61571 2438 11220 119210 99577 4227 15406 404337 139496 124786 140055 10846 8928 928 990 55744 44984 1822 8938 8787 8444 80 263 18162 889 17096 177 14675 10322 2300 2053 SCHOOL SITE FUNDS 122852 122840 2 10 OTHER EXPENSES 43368 44022 -6577 5923 EQUIPMENT RENTAL 42003 36702 -193 5494 PROGRAM EVENTS 38386 38386 0 0 59001 42169 3056 13776 3609312 3018874 200980 389458 1503355 714290 740334 1616000 280033 27910 32150 183888 107809 29855 76079 8303608 8879464 10605062 11598016 939051 213512 30300 1759830 969351 1973342 X 2398319 3295076 7237392 6329598 9635711 9624674 10605062 11598016 103284 -114321 0 X X 0 0 0 X 2150698 1763741 8030412 5960021 2702118 20606990 2150698 1763741 8030412 5960021 2702118 20606990 6364367 14242623 205176 414412 153327 170024 206899 1149838 379807 366400 355095 436559 529028 2066889 23823717 0.59780 0.59700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 910. 2021 AMOUNT: $ 12,714. 2022 AMOUNT: $ 15,101. FUNDRAISING EVENTS - 2018 AMOUNT: $ 379,807. 2019 AMOUNT: $ 366,400. 2020 AMOUNT: $ 354,185. 2021 AMOUNT: $ 423,845. 2022 AMOUNT: $ 513,927. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7017573 7017573 7598741 -581168 7017573 6554664 2020147 976070 7598741 6831824 -86145 191015 6554664 7003182 366642 538000 6831824 0 0 183888 107809 76079 76079 MUTUAL FUNDS 8879464 F 8879464 LEASE PAYABLE 24611 OTHER PAYABLE 1735219 1759830 X 3712596 0 3712596 0 3712596 3609312 0 3609312 0 3609312 PART V, LINE 4: THE EDUCATION FUND'S ENDOWMENT INCLUDES TWO DONOR-RESTRICTED ENDOWMENT FUNDS: ONE TO SUPPORT TEACHER GRANTS; AND THE SECOND TO SUPPORT ACTIVITIES DEEMED BY THE BOARD OF DIRECTORS OF THE EDUCATION FUND TO IMPROVE THE QUALITY OF EDUCATION IN SAN FRANCISCO PUBLIC SCHOOLS. A THIRD ENDOWMENT FUND CONSISTS OF RESERVES DESIGNATED BY THE BOARD OF DIRECTORS OF THE EDUCATION FUND TO FUNCTION AS AN ENDOWMENT. PART X, LINE 2: THE EDUCATION FUND IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S INTERNAL REVENUE CODE (THE CODE), AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE AS PRESCRIBED BY THE CODE. THE EDUCATION FUND IS ALSO EXEMPT FROM CALIFORNIA INCOME TAX UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE EDUCATION FUND IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS RELATING TO FEDERAL AND STATE TAX RETURNS FOR YEARS PRIOR TO 2017. THE EDUCATION FUND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) AND HAS BEEN DESIGNATED AS A "PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE. THE EDUCATION FUND ASSESSES ITS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN ITS FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. THERE WAS NO MATERIAL IMPACT ON THE EDUCATION FUND'S FINANCIAL STATEMENTS AS A RESULT OF THE ADOPTION OF THIS POLICY. X X 1 JENNIFER BING 3361 MISSION ST SAN FRANCISCO CA 94110 EVENT CONSULTING - BACK TO SCHOOL GALA 0 23810 0 23810 23810 23810 CA BACK TO SCHOOL GALA 513927 513927 295148 2 513927 513927 295148 295148 218779 1 SAN FRANCISCO BOTANICAL GARDEN 1199 9TH AVENUE SAN FRANCISCO CA 94122 44250 0 PROGRAM SERVICES TREE FROG TREKS LLC 2900 JUDAH STREET SAN FRANCISCO CA 94122 48870 0 PROGRAM SERVICES SF HAWKS YOUTH FIELD HOCKEY CAMP 3018 CALIFORNIA STREET SAN FRANCISCO CA 94115 50400 0 PROGRAM SERVICES SF GLENS SUMMER SOCCER CAMP 2521 JUDAH STREET SAN FRANCISCO CA 94112 63350 0 PROGRAM SERVICES SAN FRANCISCO VIKINGS SOCCER CLUB 1434 TARAVAL STREET SAN FRANCISCO CA 94110 66500 0 PROGRAM SERVICES GOLDEN GATE SOCCER CAMP 32 REGENT STREET SAN FRANCISCO CA 94112 72500 0 ABEAS - 05/15/24 06:16PM WORKSHEET SCHEDULE I GIRLS LEADING GIRLS SUMMER CAMP 3145 GEARLY BLVD 402 SAN FRANCISCO CA 94118 86900 0 PROGRAM SERVICES KID STOCK PERFORMING ARTS PROGRAMS 1500 GENEVA AVENUE SAN FRANCISCO CA 94116 156240 0 PROGRAM SERVICES RENEGADE GIRLS PO BOX 170277 SAN FRANCISCO CA 94117 473570606 501(C)3 220000 0 PROGRAM SERVICES SAN FRANCISCO SEALS PO BOX 170451 SAN FRANCISCO CA 94117 943125535 501(C)3 225000 0 PROGRAM SERVICES DIRECT GRANTS TO EDUCATORS IN TARGET HIGH-NEEDS SCHOOLS. SCHOLARSHIP GRANTS--VARIOUS RELIEF & INCENTIVES TO STUDENTS & FAMILIES --VARIOUS CLOTHING & SCHOOL SUPPLIES BRIDGE TO EXCELLENCE SCHOLARSHIP GRANTS 31 77500 PART I, LINE 2: GRANTEES OF THE SAN FRANCISCO EDUCATION FUND ARE REQUIRED TO SUBMIT A MID-YEAR AND END-OF-YEAR REPORT TO OUTLINE THEIR ACTIVITIES AND FINANCES RELATED TO THE GRANT. THE FINANCIAL PIECE OF THESE REPORTS INCLUDES SUBMITTING RECEIPTS FOR ALL PURCHASES MADE WITH GRANT FUNDS, AND A TRACKING OF ANY INDIVIDUAL COMPENSATION VIA EITHER STIPEND OR HOURLY WAGE, PAID THROUGH GRANT FUNDS. IF THERE ARE EXPENSES LEFT AT THE END OF THE GRANT PERIOD WE REQUIRE AN EXPLANATION OF HOW THE FUNDS WILL BE SPENT (SUBJECT TO APPROVAL BY SAN FRANCISCO EDUCATION FUND STAFF) AND THE RECEIPTS TO DOCUMENT THOSE FINAL EXPENSES. 0 0 0 0 0 0 0 0 0 STACEY WANG CEO 180836 0 0 0 0 0 0 0 0 0 180836 0 0 0 X VARIOUS IN-KIND DONATIONS 17 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE FORWARDED THE FORM 990 TO THE MEMBERS OF THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990. THE FORM 990 WAS ALSO SHARED WITH ALL BOARD MEMBERS, WHO ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE DIRECTOR OF FINANCE AND/OR THE AUDIT COMMITTEE CHAIR. THE DIRECTOR OF FINANCE, AUDIT COMMITTEE MEMBERS, OR THE ACCOUNTING FIRM ADDRESS THE QUESTIONS FROM THE BOARD. FINALLY, THE BOARD RATIFIES THE AUDIT COMMITTEE'S APPROVAL OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO REVIEW AND ACKNOWLEDGE ACCEPTANCE OF THE TERMS AND CONDITIONS OF THE EMPLOYEE HANDBOOK, WHICH INCLUDES THE MOST RECENT VERSION OF THE CONFLICT OF INTEREST POLICY. IN ADDITION, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND OVERSEES BOARD COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEW OF COMPENSATION SURVEYS AND SIMILAR FORMS 990. FORMAL APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE IS NEEDED TO DECIDE ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS VIA MAIL OR EMAIL UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 139,496. MANAGEMENT AND GENERAL EXPENSES 124,786. FUNDRAISING EXPENSES 140,055. TOTAL EXPENSES 404,337. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE MANNER IN WHICH THE ANNUAL AUDIT IS OVERSEEN BY THE AUDIT COMMITTEE.