2026-03-19T13:52:41-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 465460510 THE SAN MARCOS PROMISE SANM 7604029090 810 LOS VALLECITOS SUITE 213-214 SAN MARCOS CA 92069 RANDY WALTON CHAIR 7604029090 2026-03-11 1 0 DEBRA D SMITH CPA P00646873 7604318440 2026-03-11 2024 2025-03-06 01:10:19Z X PROJECT NEXT RANDY WALTON 810 LOS VALLECITOS SUITE 213-214 SAN MARCOS CA 92069 1192312 0 X HTTPS://WWW.PROJECTNEXT.ORG/ X 2014 CA HELP HIGH SCHOOL STUDENTS PLAN AND PREPARE FOR FOR THEIR NEXT STEP. 13 13 14 350 0 0 1009909 1188625 0 0 2970 3687 0 0 1012879 1192312 1000 0 0 0 800282 1077120 0 0 244043 188044 308735 989326 1385855 23553 -193543 770302 587069 0 106 770302 586963 X PROJECT NEXT TRANSFORMS HOW HIGH SCHOOL STUDENTS PREPARE FOR LIFE AFTER GRADUATION BY EMBEDDING CAREER READINESS AND WORKFORCE DEVELOPMENT DIRECTLY ON CAMPUS THROUGH FUTURE CENTERS. IN PARTNERSHIP WITH SCHOOL DISTRICTS AND MORE THAN 400 LOCAL PROFESSIONALS AND BUSINESSES, WE EQUIP STUDENTS WITH THE CLARITY, CONFIDENCE, AND CONNECTIONS NEEDED TO TRANSITION SUCCESSFULLY INTO HIGHER EDUCATION, CAREER TRAINING, MILITARY SERVICE, OR LIVING WAGE EMPLOYMENT. 0 0 742277 PROJECT NEXT OPERATES FIVE ON CAMPUS FUTURE CENTERS SERVING HIGH SCHOOL STUDENTS ACROSS SAN MARCOS AND ESCONDIDO. THESE CENTERS FUNCTION AS YEAR-ROUND, HIGH TOUCH WORKFORCE READINESS HUBS EMBEDDED WITHIN PARTNER SCHOOLS. DURING THE FISCAL YEAR: STUDENTS VISITED FUTURE CENTERS MORE THAN 5,300 TIMES. CAREER COACHES DELIVERED OVER 1,300 INDIVIDUALIZED COACHING SESSIONS TO NEARLY 900 STUDENTS. 470 STUDENTS COMPLETED THE SUPERSTRONG INTEREST ASSESSMENT TO ALIGN STRENGTHS WITH CAREER PATHWAYS. 392 STUDENTS COMPLETED FAFSA OR CADAA APPLICATIONS WITH DIRECT SUPPORT. MORE THAN 2,400 STUDENT TOUCHPOINTS WERE GENERATED THROUGH 90 CAREER READINESS EVENTS. OVER 400 PROFESSIONALS REPRESENTING 130 PLUS COMPANIES ENGAGED DIRECTLY WITH STUDENTS.EQUITY IS CENTRAL TO OUR MODEL. AMONG PARTICIPANTS IN OUR STRUCTURED COHORT PROGRAMS: 85 PERCENT WERE SOCIOECONOMICALLY DISADVANTAGED. 64 TO 78 PERCENT WERE FIRST GENERATION COLLEGE BOUND. UP TO 92 PERCENT IDENTIFIED AS STUDENTS OF COLOR.FOCUSED FUTURES, OUR TWO-YEAR COLLEGE AND CAREER EXPLORATION PROGRAM, SERVED 109 STUDENTS. SEVENTY FIVE PERCENT COMPLETED THE YEAR WITH A DEFINED POST-GRADUATION PLAN AND 72 PERCENT ARE PURSUING HIGHER EDUCATION OR CAREER TRAINING.XCELERATE WORKFORCE PATHWAY SERVED 83 STUDENTS WHO WERE NOT INITIALLY PLANNING TO PURSUE COLLEGE. BY YEAR END, 87 PERCENT HAD APPLIED TO OR ENROLLED IN POSTSECONDARY EDUCATION, CAREER TRAINING, MILITARY SERVICE, OR EMPLOYMENT PATHWAYS WITH STRONGER WAGE AND GROWTH POTENTIAL.THROUGH INTERVIEW SKILLS DAY, SKILLSHOPS, CAREER CHATS, COMPANY SITE VISITS, AND REGIONAL CONNECT TO CAREERS EVENTS, STUDENTS GAINED PRACTICAL EXPERIENCE IN NETWORKING, INTERVIEWING, FINANCIAL LITERACY, AND PROFESSIONAL COMMUNICATION.PROJECT NEXT ALIGNS EDUCATION WITH INDUSTRY TO STRENGTHEN THE NORTH COUNTY TALENT PIPELINE. OUR CROSS-SECTOR MODEL ENSURES STUDENTS GRADUATE NOT ONLY WITH A DIPLOMA, BUT WITH A VIABLE, INFORMED PATHWAY TOWARD ECONOMIC MOBILITY.DURING THE 2023 FISCAL YEAR, THE SAN MARCOS PROMISE REBRANDED AS PROJECT NEXT TO REFLECT THE EXPANSION OF ITS MISSION, GEOGRAPHY, AND SERVICES. THE ORGANIZATION RETAINED ITS ORIGINAL EIN AND LEGAL ENTITY STATUS. THE REBRAND ALIGNS WITH A BROADER REGIONAL FOOTPRINT AND AN EVOLVED STRATEGIC FOCUS ON SYSTEMIC COLLEGE AND CAREER READINESS. ORIGINALLY FOUNDED IN 2014 TO ADMINISTER THE PACE PROMISE SCHOLARSHIP PROGRAM, THE ORGANIZATION SHIFTED ITS STRATEGY IN 2019 TO ESTABLISH ON CAMPUS FUTURE CENTERS WITHIN SAN MARCOS UNIFIED SCHOOL DISTRICT HIGH SCHOOLS. RECOGNIZING THE NEED FOR EARLIER AND MORE COMPREHENSIVE INTERVENTION, THE ORGANIZATION EXPANDED INTO ESCONDIDO UNION HIGH SCHOOL DISTRICT AND NOW OPERATES FIVE FUTURE CENTERS ACROSS MULTIPLE DISTRICTS. THE NAME PROJECT NEXT REFLECTS THE ORGANIZATION'S EXPANDED REGIONAL REACH AND ITS COMMITMENT TO HELPING STUDENTS IDENTIFY AND PURSUE THEIR NEXT BEST STEP AFTER GRADUATION. NO STRUCTURAL OR GOVERNANCE CHANGES ACCOMPANIED THE REBRAND. 742277 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 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 1 3 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X KATHY GALLAGHER 7602902386 810 LOS VALLECITOS BLVD SAN MARCOS CA 92069 RANDY WALTON CHAIR 1.00 X X 0 0 0 SHARON JENKINS SECRETARY 1.00 X X 0 0 0 KARI PELTERS TREASURER 1.00 X X 0 0 0 MIKE MCDONALD DIRECTOR 1.00 X 0 0 0 MEGAN AHN DIRECTOR 1.00 X 0 0 0 MARK RODRIGUEZ DIRECTOR 1.00 X 0 0 0 CHRIS SUMMERS DIRECTOR 1.00 X 0 0 0 MOROD SHAH DIRECTOR 1.00 X 0 0 0 JESSICA GARCIA DIRECTOR 1.00 X 0 0 0 ZACK NELSON DIRECTOR 1.00 X 0 0 0 FRED FREEDMAN DIRECTOR 1.00 X 0 0 0 AMY BROWN DIRECTOR 1.00 X 0 0 0 DR ANDY JOHNSEN DIRECTOR 1.00 X 0 0 0 KATIE YEE DIRECTOR 1.00 X 0 0 0 KAMRON PALIZBAN DIRECTOR 1.00 X 0 0 0 LISA STOUT EXECUTIVE DIRECTOR 40.00 X 184005 0 32936 SARA MONTOOTH PROGRAMS COORDINATOR 40.00 X 135442 0 28660 319447 0 61596 2 0 1 0 0 45000 1143625 1188625 2446 2446 1241 0 1241 1241 1241 1192312 0 0 3687 228940 160258 22894 45788 728085 380377 273243 74465 77958 48441 10205 19312 42137 33844 1229 7064 903 903 126215 308 48757 77150 52383 45507 5717 1159 4006 2610 154 1242 20460 18003 987 1470 21109 4877 14692 1540 DUES AND SUBSCRIPTIONS 37560 20880 7025 9655 MISCELLANEOUS 25318 16301 4265 4752 SUPPLIES 20781 10871 9464 446 1385855 742277 399535 244043 244771 194796 398850 257550 126681 134723 770302 587069 0 106 0 106 X 555884 571067 214418 15896 770302 586963 770302 587069 -193543 10204 0 X 1 X 0 1 0 X 759373 1187675 828174 1004401 1188625 4968248 30000 30000 30000 30000 30000 150000 789373 1217675 858174 1034401 1218625 5118248 1899097 3219151 12740 1256 2328 2446 18770 1328 1328 1685 1685 5140031 166744 0.62630 0.54350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126681 13892 4946 903 134724 101132 17346 12764 4351 210 126681 60873 39087 6636 5121 343 101132 60417 7293 -6837 60873 40684 6993 12740 60417 0.88000 0.12000 1 0 0 JCF ENDOWMENT INVESTMENT 134723 F 134723 X PART V, LINE 4: TO BUILD A STRONG FINANCIAL FOUNDATION THAT WILL RESULTS IN UNRESTRICTED ANNUAL DIVIDENDS BY INVESTING A PERCENTAGE OF ALL MAJOR GIFTS INTO AN ENDOWMENT TO ESTABLISH LONGEVITY WITHIN THE ORGANIZATION. PART X, LINE 2: THE SAN MARCOS PROMISE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE SAN MARCOS PROMISE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE SAN MARCOS PROMISE MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. FOR THE YEARS ENDED JUNE 30, 2025, NO SUCH UNRELATED BUSINESS INCOME WAS REPORTED AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. 0 0 0 0 0 0 0 0 0 LISA STOUT EXECUTIVE DIRECTOR 184005 0 0 0 0 0 30145 0 2791 0 216941 0 0 0 SARA MONTOOTH PROGRAMS COORDINATOR 135442 0 0 0 0 0 25869 0 2791 0 164102 0 0 0 FORM 990 SCH J THE ORGANIZATION'S EXECUTIVE DIRECTOR AND PROGRAM COORDINATOR ARE PAID BY THE SAN MARCOS UNIFIED SCHOOL DISTRICT. THERE IS MEMORANDUM OF UNDERSTANDING ON FILE. THE SAN MARCOS PROMISE REIMBURSES THE COMPENSATION. COMPENSATION WAS DETERMINED BY UNION CONTRACT WITH THE SCHOOL DISTRICT AN UNRELATED ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL REVIEW FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S EXECUTIVE DIRECTOR AND PROGRAM COORDINATOR ARE PAID BY THE SAN MARCOS UNIFIED SCHOOL DISTRICT. THERE IS MEMORANDUM OF UNDERSTANDING ON FILE. THE SAN MARCOS PROMISE REIMBURSES THE COMPENSATION. COMPENSATION WAS DETERMINED BY UNION CONTRACT WITH THE SCHOOL DISTRICT AN UNRELATED ENTITY. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.