2025-03-27T07:50:17-05:00 2024-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-07-01 942871701 MENLO PARK-ATHERTON EDUCATION FOUNDATION MENL 6503250100 PO BOX 584 MENLO PARK CA 94026 CARRIE CHEN EXECUTIVE DIRECTOR 6503250100 2025-03-27 1 1 NICHOLAS PETERSEN P01274743 4088556770 2023 2025-03-06 01:10:19Z CARRIE CHEN PO BOX 584 MENLO PARK CA 94026 5762459 0 X WWW.MPAEF.ORG X 1982 CA THE FOUNDATION SEEKS TO ENABLE AN EXCEPTIONAL EDUCATION TO ALL STUDENTS AT FOUR LOCAL SCHOOLS. 58 58 4 100 0 0 5715340 4828663 0 0 270659 497399 240536 14368 6226535 5340430 4426427 4583809 0 0 276993 351573 0 0 441569 451032 163615 5154452 5098997 1072083 241433 11942852 12907837 3879986 4020844 8062866 8886993 ESTABLISHED IN 1982. THE MENLO PARK ATHERTON EDUCATION FOUNDATION (MPAEF) SEEKS TO ENABLE THE MENLO PARK CITY SCHOOL DISTRICT (MPCSD) TO PROVIDE AND EXCEPTIONAL EDUCATION TO STUDENTS AT LAUREL, ENCINAL, OAK KNOLL, AND HILLVIEW SCHOOLS. 0 0 4583809 4583809 MENLO PARK CITY SCHOOL DISTRICTSUPPLEMENTAL FUNDING FOR THE DISTRICT FOR EDUCATIONAL ACTIVITIES. THE DISTRICT SERVES APPROXIMATELY 2,880 STUDENTS IN GRADES K8. 4583809 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 58 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 6503250100 PO BOX 584 MENLO PARK CA 94026 SUZANNE YONKERS CO-PRESIDENT 10.00 X X 0 0 0 JENNIFER BASKIN CO-PRESIDENT 10.00 X X 0 0 0 IVAN MORALES TREASURER 3.00 X X 0 0 0 ANDREA HENRY SECRETARY 1.50 X X 0 0 0 PAIGE ARATA COMMUNITY CHAIR 1.50 X 0 0 0 KATHERINE ARMSTRONG-HOCKSTETLER ENDOWMENT CHAIR 1.50 X 0 0 0 KATIE BELDEN PTO LIAISON CHAIR 1.50 X 0 0 0 MICHELLE EAKIN AUCTION CHAIR 3.00 X 0 0 0 NATARA GAROVOY BUSINESS & REALTOR CO-CHAIR 1.50 X 0 0 0 JESSICA GILMARTIN MARKETING CHAIR 1.50 X 0 0 0 LENNARD HACHMANN SCHOOLHOUSE ROCKS RUN CHAIR 1.50 X 0 0 0 MARIA LEHMKUHL JEANIE RITCHIE GRANT CO-CHAIR 1.50 X 0 0 0 KRISTA ROSA PAST PRESIDENT 1.50 X 0 0 0 KATIE ROTTIER JEANIE RITCHIE GRANT CO-CHAIR 1.50 X 0 0 0 SAM SCHROEDER ASSISTANT TREASURER 1.50 X 0 0 0 STEPHANIE ALBURGER AUCTION COMMITTEE 0.30 X 0 0 0 HILARY ALLEN STEWARD LAUREL 2ND 0.30 X 0 0 0 KATHERINE BICER STEWARD ENCINAL TK 0.30 X 0 0 0 ANGELA BICKAR PTO LIAISON UPPER LAUREL 0.30 X 0 0 0 COREY BINNS STEWARD OAK KNOL 3RD 0.30 X 0 0 0 KAREN BRADSHAW STEWARD ENCINAL 5TH 0.30 X 0 0 0 ANDREA BRANT STEWARD HILLVIEW 6TH 0.30 X 0 0 0 WARD BULLARD BUSINESS - DINE OUT 0.30 X 0 0 0 MEAGAN CARABETTA GRAPHIC DESIGN 0.30 X 0 0 0 KATE CARY STEWARD ENCINAL 3RD 0.30 X 0 0 0 VANESSA CLARK STEWARD - OAK KNOLL KINDER 0.30 X 0 0 0 CAMELIA COUPAL AUCTION COMMITTEE 0.30 X 0 0 0 CATHERINE DUONG BUSINESS FULFILLMENT 0.30 X 0 0 0 CRISTINA GIBBS PTO LIAISON OAK KNOLL 0.30 X 0 0 0 CATHERINE GILLIS STEWARD LAUREL 3RD 0.30 X 0 0 0 KATHERINE GLASS PTO LIAISON HILLVIEW 0.30 X 0 0 0 KOMAL GOEL STEWARD OAK KNOLL 4TH 0.30 X 0 0 0 JULIE HARTSTEIN SOCIAL MEDIA 0.30 X 0 0 0 GABBY HEBERT STEWARD OAK KNOLL 5TH 0.30 X 0 0 0 SABAH MANSOOR REALTOR FULFILLMENT 0.30 X 0 0 0 ALLISN JAGTIANI STEWARD ENCINAL 2ND 0.30 X 0 0 0 MIYA KANG STEWARD OAK KNOLL 2ND 0.30 X 0 0 0 WENDI KARAM STEWARD OAK KNOLL TK 0.30 X 0 0 0 AMY KURPIUS AUCTION SOLICITATIONS 0.30 X 0 0 0 TOM LENTO COMMUNITY / BUSINESS ENGAGEMENT 0.30 X 0 0 0 LAURA LOW AH KEE PTO LIAISON OAK KNOLL 0.30 X 0 0 0 FRANCIE MALETIS COMMUNITY STEWARD 0.30 X 0 0 0 BETSY MCBRIDE STEWARD HILLVIEW 6TH 0.30 X 0 0 0 FELICIA MCGREW PTO LIAISON LOWER LAUREL 0.30 X 0 0 0 LINDSAY NALEVANKO PTO LIAISON HILLVIEW 0.30 X 0 0 0 LISA NAPOLI STEWARD ENCINAL 4TH 0.30 X 0 0 0 ELENA RABINOWITZ AUCTION COMMITTEE 0.30 X 0 0 0 LISA RAKOWSKI STEWARD LAUREL 4TH 0.30 X 0 0 0 AZADEH RASMUSSEN STEWARD LAUREL TK 0.30 X 0 0 0 ERIN REUTHER STEWARD LAUREL 1ST 0.30 X 0 0 0 PARISA SABETI STEWARD LAUREL 5TH 0.30 X 0 0 0 JESSICA SHOEMAKER STEWARD ENCINAL KINDER 0.30 X 0 0 0 SARA STYLES STEWARD LAUREL KINDER 0.30 X 0 0 0 MCKENNA SWEAZY AUCTION COMMITTEE 0.30 X 0 0 0 BEN WANG STEWARD HILLVIEW 7TH 0.30 X 0 0 0 KATE WESSEL STEWARD OAK KNOLL 1ST 0.30 X 0 0 0 LEAH WOLF STEWARD ENCINAL 1ST 0.30 X 0 0 0 KIM NOVELLO PTO LIAISON ENCINAL 0.30 X 0 0 0 CARRIE CHEN EXECUTIVE DIRECTOR 40.00 X 159750 0 0 159750 0 0 1 0 1 0 0 519554 4309109 224638 4828663 371432 371432 435332 309365 125967 125967 125967 127032 519554 112664 14368 14368 5340430 0 0 511767 4583809 4583809 145400 14540 130860 137362 221 137141 26350 1904 24446 42461 3097 39364 47208 39402 7806 17617 17617 4867 4867 63 63 3288 3288 9375 9375 LICENSES & FEES 77096 619 76477 DUES & SUBSCRIPTIONS 1496 1496 MEALS 1495 1495 BAD DEBT 803 803 307 307 5098997 4583809 73619 441569 6657125 4408730 11429 18162 4604 6448 5269694 8474497 11942852 12907837 8793 12355 3857080 4008489 14113 0 3879986 4020844 X 3740515 409866 4322351 8477127 8062866 8886993 11942852 12907837 241433 574080 8614 0 X 0 1 X 1 0 X 4987561 4562704 6179415 5715340 4505410 25950430 4987561 4562704 6179415 5715340 4505410 25950430 25950430 155267 134709 203184 271516 497399 1262075 14368 14368 27226873 0.95310 0.96610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7727721 79358 867418 200000 8474497 6429008 6429008 5841854 1549847 -812693 150000 6429008 4725120 31169 1235565 150000 5841854 4629700 36429 208991 150000 4725120 0.51940 0.48060 0 0 0 INVESTMENTS 8474497 F 8474497 X 5961148 574080 46638 620718 5340430 0 5340430 5145635 46638 46638 5098997 0 5098997 PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. AUCTION 567414 507864 59550 53391 29454 SCHOOLHOUSE ROCKS 5K RUN 79172 11690 67482 4207 24290 1322 646586 519554 127032 57598 53744 1322 112664 14368 0 MENLO PARK CITY SCHOOL DISTRICT 181 ENCINAL AVENUE ATHERTON CA 94027 943084034 501(C)3 4583809 0 EDUCATIONAL PROGRAMS 1 PART 1 LINE 2: THE FOUNDATION MEETS PERIODICALLY WITH THE DISTRICT SUPERINTENDENT AND RECEIVES AN UPDATE FROM THE SUPERINTENDENT AT REGULAR MONTHLY BOARD MEETINGS. X 0 0 0 0 0 0 0 0 0 CARRIE CHEN EXECUTIVE DIRECTOR 146000 0 0 0 13750 0 0 0 0 0 159750 0 0 0 X 1878 222400 X MATERIALS 1 2238 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 2 BOARD MEMBERS ARE SPOUSES: IVAN MORALES (TREASURER) AND ANDREA BRANT (AMBASSADOR). FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE 990 BY COMPARING IT WITH ITS ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS POLICY BY HOLDING MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD ANNUALLY REVIEWS STAFF COMPENSATION AND SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS.