2024-05-14T14:14:14-05:00 2023-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2022-07-01 330206854 SOLANA BEACH SCHOOLS FOUNDATION SOLA 8587947180 309 N RIOS AVENUE SOLANA BEACH CA 92075 VALERIE CHARAT EXECUTIVE DIRECTOR 8587947180 2024-05-13 1 VALERIE CHARAT 999009999 0 MARCY KEARNEY P02370487 6192708222 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EXECUTIVE DIRECTOR 309 N RIOS AVENUE SOLANA BEACH CA 92075 1116441 0 X SOLANABEACHKIDS.ORG X 1986 CA RAISE FUNDS THROUGH EVENTS AND ANNUAL FUND DRIVE TO SUPPORT THE SOLANA BEACH SCHOOL DISTRICT. 34 34 3 50 0 0 775449 889647 0 0 11789 3130 -81807 2602 705431 895379 568028 822679 0 0 75509 85592 0 0 0 31480 37209 675017 945480 30414 -50101 607902 536339 45085 19362 562817 516977 TO RAISE FUNDS TO BRIDGE THE GAP BETWEEN VITAL SCHOOL NEEDS AND STATE FUNDING TO ENRICH THE PUBLIC EDUCATION OF ALL STUDENTS IN THE SOLANA BEACH SCHOOL DISTRICT. 0 0 822679 822679 THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF PROVIDING BENEFITS TO THE EDUCATIONAL PROGRAMS AND SERVICES OF THE SOLANA BEACH SCHOOL DISTRICT (THE "DISTRICT"). THE FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE DISTRICT. EACH YEAR, THE FOUNDATION PROVIDES THE DISTRICT A GRANT IN ORDER TO MEET THE FOLLOWING OBJECTIVES: 1) FUND, OR HELP TO PARTIALLY FUND, SALARIES FOR TEACHERS AND INSTRUCTORS DEDICATED TO STREAM, ART, TECHNOLOGY, AND PHYSICAL EDUCATION INSTRUCTION; 2) PROVIDE FUNDING FOR MATERIALS, SUPPLIES AND EQUIPMENT USED IN DISTRICT'S WEEKLY DISCOVERY LAB PROGRAMMING. 822679 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X EXECUTIVE DIRECTOR 8587947180 309 N RIOS AVENUE SOLANA BEACH CA 92075 KATIE SUEL PRESIDENT 2.00 X X 0 0 0 PAIGE SAWYER SHUM CHIEF FINANCIAL OFFICER 2.00 X X 0 0 0 SHANNON CARLSON VP MARKETING/PR 2.00 X 0 0 0 BRIAN JAMES VP BUSINESS DEVELOPMENT 2.00 X 0 0 0 AMY SZEKERES VP SCHOOL SITE DEVELOPMENT 2.00 X 0 0 0 WEI CHEN RECORDING SECRETARY 2.00 X 0 0 0 ZEINA RASHID GOVERNANCE CHAIR 2.00 X 0 0 0 KIM CRISCUOLO PARLIAMENTARIAN 2.00 X 0 0 0 ASHLEY HIRANO SV CO-SITE PRESIDENT 1.00 X 0 0 0 MARIE TURINGAN-BOILY SV CO-SITE PRESIDENT 1.00 X 0 0 0 MELISSA MCCOBB SKY CO-SITE PRESIDENT 1.00 X 0 0 0 MARK KOWIESKI SKY CO-SITE PRESIDENT 1.00 X 0 0 0 ROBERT RIMER SKY CO-SITE PRESIDENT 1.00 X 0 0 0 FRANK KEPHART SSF CO-SITE PRESIDENT 1.00 X 0 0 0 TRICIA MOREIRA CC CO-SITE PRESIDENT 1.00 X 0 0 0 ROBERT JACOBS CC PTO PRESIDENT 1.00 X 0 0 0 LIZ KUBIAK CC CO-SITE PRESIDENT 1.00 X 0 0 0 ROBERT REPONTE SH CO-SITE PRESIDENT 1.00 X 0 0 0 CINDY THOMAS SH CO-SITE PRESIDENT 1.00 X 0 0 0 ARTUR LOPES PEDROSA SH CO-SITE PRESIDENT 1.00 X 0 0 0 FARYL KANDER SP CO-SITE PRESIDENT 1.00 X 0 0 0 KRISTA KSHATRIYA SP CO-SITE PRESIDENT 1.00 X 0 0 0 CARYOLYN OGBURN SP CO-PTO PRESIDENT 1.00 X 0 0 0 TERESA WILEY SP CO-PTO PRESIDENT 1.00 X 0 0 0 TRISHA VAN DILLEN SR CO-PTO PRESIDENT 1.00 X 0 0 0 MELISSA KRAUSE SR CO-PTO PRESIDENT 1.00 X 0 0 0 VICTORIA HO SR CO-SITE PRESIDENT 1.00 X 0 0 0 PATRICIA BUSBY O'SHAUGHNESSY MEMBER-AT-LARGE 1.00 X 0 0 0 LAUREN ADAMS MEMBER-AT-LARGE 1.00 X 0 0 0 SHAWNA BAILLEY-SCHEMERHORN MEMBER-AT-LARGE 1.00 X 0 0 0 RACHEL LINFORD MEMBER-AT-LARGE 1.00 X 0 0 0 NICOLE SCHONE MEMBER-AT-LARGE 1.00 X 0 0 0 PREMI SURESH MEMBER-AT-LARGE 1.00 X 0 0 0 FRANK WHELAN MEMBER-AT-LARGE 1.00 X 0 0 0 VALERIE CHARAT EXECUTIVE DIRECTOR 30.00 X 43461 0 0 43461 0 0 0 0 0 0 0 838634 51013 889647 3130 2754 376 211899 838634 220556 -8657 -8657 11765 506 11259 11259 895379 2754 0 2978 822679 822679 46246 46246 33069 33069 6277 6277 7028 7028 9319 9319 3129 3129 12540 12540 600 600 3451 3451 1142 1142 945480 822679 122801 0 498956 418922 108946 117417 607902 536339 3700 0 36385 19362 5000 0 45085 19362 X 222318 209448 340499 307529 562817 516977 607902 536339 -50101 5381 -1120 0 X 0 1 X 1 0 X 1055544 717337 516948 775449 889647 3954925 1055544 717337 516948 775449 889647 3954925 3954925 7557 8801 6667 11789 3130 37944 3992869 0.99050 0.99000 X 108946 8511 1120 116337 128871 -12747 5909 1269 108946 114068 27207 11214 1190 128871 110661 4513 1106 114068 112089 5232 5558 1102 110661 1.00000 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD IN COMMUNITY FUND 116337 OTHER CURRENT ASSETS 1080 117417 X 899640 5381 5381 894259 1120 1120 895379 945480 0 945480 0 945480 PART V, LINE 4: THE FOUNDATION HAS A BENEFICIAL INTEREST IN AN IRREVOCABLE ENDOWMENT FUND HELD AT RANCHO SANTA FE FOUNDATION. THE FOUNDATION'S BOARD VOTES ANNUALLY ON WHETHER TO REINVEST THE ENDOWMENT INCOME OR APPROPRIATE SOME PORTION OF THE EARNINGS FOR EXPENDITURE. THE DISTRIBUTABLE AMOUNT IS DETERMINED BASED ON APPLYING THE PERCENTAGE TO THE FUND'S AVERAGE VALUE CALCULATED OVER THE PRIOR TWELVE QUARTERS BEGINNING WITH THE MOST RECENT JUNE 30TH QUARTER END. THE PURPOSE OF THE ENDOWMENT FUND IS TO SUPPORT OPERATIONS AND PROGRAM ACTIVITIES IN THE FUTURE. PART X, LINE 2: MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED. ANNUAL DRIVE 658243 658243 2493 PTO EVENTS 155194 62510 92684 185401 5 237096 117881 119215 1026 26790 1378 3468 1050533 838634 211899 1026 26790 1378 191362 220556 -8657 11765 506 0 11765 506 506 11259 0 0 0 0 0 0 1 SOLANA BEACH SCHOOL DISTRICT 309 NORTH RIOS AVE SOLANA BEACH CA 92075 956002967 822679 0 EDUCATIONAL PROGRAM SUPPORT PART I, LINE 2: ALL GRANTS FOR DISTRICT SUPPORT ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION UPDATED ITS BYLAWS IN APRIL 2023 TO INCLUDE FOR THE FOLLOWING: DEFINING NON-VOTING HONORARY MEMBERS, INCREASED MAXIMUM NUMBER OF DIRECTORS FROM 30 TO 35; UPDATED TERM LANGUAGE TO ALLOW FOR TWO CONSECUTIVE TERMS AND ADDITIONAL TERMS AS AUTHORIZED BY A MAJORITY OF THE BOARD (PREVIOUSLY LIMITED TO ONE TERM OF TWO YEARS); EXPANDED NOMINATION REQUIREMENTS; ADDED A SECTION DEFINING THE RELATIONSHIP BETWEEN THE SBSF AND PTOS; ADDED ACTIONS REQUIRING GREATER THAN MAJORITY APPROVAL (REMOVAL OF A DIRECTOR AND CREATION OF CERTAIN COMMITTEES); EXPANSION OF COMMITTEES ARTICLE, CLARIFYING FORMATION, REQUIREMENTS, AND RESPONSIBILITIES OF VARIOUS COMMITTEES FORMED BY THE BOARD; ADDED PARAGRAPHS FOR THE ELECTION, REMOVAL, AND RESIGNATION OF OFFICERS; ADDED ARTICLE FOR TRANSACTIONS BETWEEN DIRECTORS AND OFFICERS; EXPANDED INDEMNIFICATION ARTICLE; AND ADDED DIRECTORS' RIGHTS OF INSPECTION OF BOOKS AND RECORDS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCIAL ACCOUNTANT, AND CHIEF FINANCIAL OFFICER PRIOR TO FILING OF THE TAX RETURN. THE RETURN IS THEN PROVIDED TO THE BOARD FOR FEEDBACK AS WELL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW OF CONFLICTS OF INTEREST WITH MANAGEMENT AND THE BOARD MEMBERS IS PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SOLANA BEACH SCHOOL DISTRICT 309 NORTH RIOS AVE SOLANA BEACH CA 92075 956002967 PUBLIC SCHOOL DISTRICT CA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 SOLANA BEACH SCHOOL DISTRICT B 822679 CASH