2024-11-27T01:04:35-06:00 2024-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2023-07-01 824196024 SAN LUIS COASTAL EDUCATION FOUNDATION SANL 8055491300 1500 LIZZIE STREET SAN LUIS OBISPO CA 93401 DAVID MITCHELL BOARD PRESIDENT 8055491300 2024-11-26 1 1 MICAL W BOVEE CPA P01023187 8055441441 2023 2024-10-15 13:58:12Z DAVID MITCHELL 1500 LIZZIE STREET SAN LUIS OBISPO CA 93401 1312671 0 X SLCEF.ORG X 2017 CA STRENGTHEN COMMUNITY PARTNERSHIPS AND INVESTMENT FOR THE BENEFIT OF SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT. 19 19 2 19 0 0 411625 779399 0 0 185360 436864 2512 56750 599497 1273013 450911 388765 0 0 81970 156657 0 0 231586 135005 149468 667886 694890 -68389 578123 11200562 12630610 18636 37700 11181926 12592910 X PARTNER WITH PUBLIC AND PRIVATE SECTORS TO SUPPORT CREATIVE AND INNOVATIVE PROGRAMS FOR THE BENEFIT OF STUDENTS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS OF ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS. 0 0 284219 284219 THE IINNOVATE PROGRAM IS A MULTI-YEAR INITIATIVE TO MEANINGFULLY AND EQUITABLY INTEGRATE 21ST CENTURY HANDS-ON LEARNING ACROSS THE SCHOOL DISTRICT'S TEN ELEMENTARY SCHOOLS. THE IINNOVATE INITIATIVE SEEKS TO REIMAGINE THE TRADITIONAL FRAMEWORK OF INSTRUCTION IN ORDER TO PREPARE STUDENTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO SUCCEED IN A CHANGING GLOBAL ECONOMY. 80413 80413 THE OPPORTUNITY PROGRAM IS A MULTI-FACETED AND HIGH IMPACT INITIATIVE TO ELEVATE STUDENTS PERSONALLY, ACADEMICALLY, AND SOCIALLY. EXPERIENCES THAT STUDENTS HAVE IN ELEMENTARY AND MIDDLE SCHOOL CAN LAY THE GROUNDWORK FOR FUTURE ACHIEVEMENT. RESEARCH SHOWS THAT CRITICAL PROGRAMS SUCH AS TEAM SPORTS, OUTDOOR EDUCATION AND REMOVING BARRIERS FOR FIRST GENERATION STUDENTS, HELP SET KIDS UP WITH THE ESSENTIAL SKILLS FOR FUTURE PERSONAL AND PROFESSIONAL SUCCESS. THE OPPORTUNITY PROGRAM INCLUDES MULTIPLE FUNDS WITH THE GOAL OF PARTNERING WITH THE SCHOOL DISTRICT TO OFFER A YEAR-ROUND ELEMENTARY SPORTS PROGRAM FOCUSED ON DEVELOPING STUDENT LEADERSHIP & ACADEMIC EXCELLENCE, EQUITABLE ACCESS FOR ALL STUDENTS TO EXPERIENCE OVERNIGHT SCIENCE CAMP AND REMOVING BARRIERS FOR FIRST-GENERATION STUDENTS AND EMPOWERING THEM TO REACH FOR THEIR GOALS. 24133 24133 THE GRANTMAKING PROGRAM SEEKS TO INSPIRE OUR STUDENT AND TEACHER PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE AND ACCOMPLISH PROJECTS THEY NEVER BEFORE THOUGHT POSSIBLE. THE GRANTMAKING PROGRAM PROVIDES FUNDING OPPORTUNITIES THAT ARE DESIGNED TO ENCOURAGE, FACILITATE, RECOGNIZE AND REWARD INNOVATIVE AND IMPACTFUL EDUCATIONAL ACTIVITIES THAT ACCOMPLISH THE PROGRAM PRIORITIES SHARED BY THE FOUNDATION AND SCHOOL DISTRICT. 388765 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X X CHRISTINE ROBERTSON 8055491300 1500 LIZZIE STREET SAN LUIS OBISPO CA 93406 X DAVID MITCHELL PRESIDENT 6.00 X X 0 0 0 BETH MARINO SECRETARY 6.00 X X 0 0 0 LYLE MEEK TREASURER 6.00 X X 0 0 0 STACEY WHITE TREASURER (PART YEAR) 15.00 X X 0 0 0 BEN MCADAMS VP DEVELOPMENT (PART YEAR) 20.00 X X 0 0 0 MATTHEW WOODS VP MARKETING 3.00 X X 0 0 0 DAVE BERNHARDT DIRECTOR 3.00 X 0 0 0 KELLI COLE DIRECTOR 3.00 X 0 0 0 JANET GOULD DIRECTOR 3.00 X 0 0 0 JEANIE HANSON DIRECTOR 3.00 X 0 0 0 LINDSEY HARING DIRECTOR 6.00 X 0 0 0 RON HOLCOMBE DIRECTOR 3.00 X 0 0 0 MELISSA JAMES DIRECTOR 3.00 X 0 0 0 STEVE JOBST DIRECTOR 6.00 X 0 0 0 JOEY LESLIE DIRECTOR 3.00 X 0 0 0 MARTY MOROSKI DIRECTOR 6.00 X 0 0 0 STEPHANIE SHEPHERD DIRECTOR 6.00 X 0 0 0 CLINT SLAUGHTER DIRECTOR 3.00 X 0 0 0 ANDREA SODERIN DIRECTOR 6.00 X 0 0 0 BILL THOMA DIRECTOR 6.00 X 0 0 0 LISA YAMASHITA DIRECTOR 6.00 X 0 0 0 CHRISTINE ROBERTSON EXECUTIVE DIRECTOR (NON-VOTING) 40.00 X 0 0 0 0 0 0 0 0 0 0 0 779399 779399 337313 337313 139209 39658 99551 99551 99551 SPECIAL EVENTS REVENUE 900099 56750 56750 56750 1273013 56750 0 436864 388765 388765 155800 2500 153300 857 14 843 22160 22160 39625 39625 23522 23522 2408 2408 ANNUAL EVENT COSTS 36010 36010 SOFTWARE SUBSCRIPTIONS 13469 13469 OTHER EXPENSE 5680 5491 189 MEALS 3411 2341 1070 3183 3183 694890 388765 74539 231586 570156 780266 1082154 1126440 22528 2000 9525724 10721904 11200562 12630610 18636 37700 18636 37700 X 10789079 11821911 392847 770999 11181926 12592910 11200562 12630610 578123 832861 0 X X 0 1 X 1 0 X 11426148 279424 308551 411625 779399 13205147 169786 176342 186792 221976 272565 1027461 11595934 455766 495343 633601 1051964 14232608 1315394 12917214 77831 273353 428527 380661 337313 1497685 15730293 56750 0.82120 0.85550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10412227 14366 1269137 0 39625 11656105 8751418 1011000 985014 300000 35205 10412227 7920516 2250000 -1231321 150000 37777 8751418 4490794 2250000 1359192 150000 29470 7920516 4500000 1671 10877 4490794 0.99769 0.00231 0 0 0 2303904 832861 278665 -41010 1070516 1233388 39625 39625 1273013 892920 278665 278665 614255 39625 41010 80635 694890 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS IN FINANCIAL STATEMENT REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING COSTS PART XI, LINE 2B & PART XIII, LINE 2A - DONATED SERVICES & FACILITIES SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT PAYS THE SALARY OF THE EXECUTIVE DIRECTOR AND CONTRIBUTES OFFICE SPACE TO THE FOUNDATION. THE EXECUTIVE DIRECTOR WAS COMPENSATED $220,339, AND THE OFFICE RENT IS VALUED AT $1,637. 1 SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT 1500 LIZZIE STREET SAN LUIS OBISPO CA 93401 481295680 115 333104 55661 FMV PURCHASE OF SUPPLIES FOR IINNOVATE AND OTHER PROGRAMS DONATED TO DISTRICT EDUCATIONAL PROGRAM SUPPORT 1 PART I, LINE 2: ALL GRANT APPLICATIONS ARE REVIEWED AND SELECTED BY A SUB-COMMITTEE OF THE FOUNDATION BOARD OF DIRECTORS, AND ARE APPROVED THROUGH A MERIT BASED SELECTION PROCESS WHERE THE COMMITTEE CONSIDERS THE FOLLOWING CRITERIA: OVERALL QUALITY, SCALABILITY/SUSTAINABILITY/REPLICATION, INNOVATION, IMPACT, AND MEASURABLE SUCCESS. FURTHER, THE FOUNDATION MONITORS AND REVIEWS THE USE OF GRANT FUNDS, THE PERFORMANCE OF THE PROJECT, AND COMPLIANCE WITH THE TERMS OF THE GRANT THROUGH ONSITE VISITS, DISCUSSIONS WITH THE GRANTEE REGARDING ITS PROGRAM AND FINANCES, AND REVIEW OF RELEVANT FINANCIAL AND OTHER RECORDS AND MATERIALS. IN ADDITION, THE FOUNDATION RESERVES THE RIGHT TO CONDUCT AUDITS AT ANY TIME DURING THE GRANT AGREEMENT AND WITHIN FOUR YEARS AFTER THE GRANT FUNDS HAVE BEEN FULLY SPENT. FORM 990, PART VI, SECTION A, LINE 3 SAN LUIS COASTAL EDUCATION FOUNDATION ("SLCEF") HAS A MEMORANDUM OF UNDERSTANDING WITH SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT ("SLCUSD") IN WHICH THE SLCEF EXECUTIVE DIRECTOR WILL BE EMPLOYED AND COMPENSATED BY SLCUSD. THE EXECUTIVE DIRECTOR IS UNDER THE DIRECT SUPERVISION AND CONTROL OF THE SLCUSD SUPERINTENDENT. FORM 990, PART VI, SECTION A, LINE 7A PER THE ARTICLES OF INCORPORATION, THE SUPERINTENDENT OF SCHOOLS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT (USD) SHALL HOLD A PERMANENT OFFICIAL SEAT AS A DIRECTOR ON THE BOARD OF DIRECTORS WITH ONE VOTE. ONE TRUSTREE REPRESENTATIVE OF THE SAN LUIS COASTAL USD BOARD OF EDUCATION SHALL HOLD PERMANENT OFFICIAL SEAT AS A DIRECTOR WITH ONE VOTE AND SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION FROM AMONG THE ELECTED MEMBERS OF THE BOARD OF TRUSTEES OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED FULLY TO THE BOARD OF DIRECTORS AND ALL NECESSARY PARTIES. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIALS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD.