Nonprofit · EIN 33-0206854
SOLANA BEACH SCHOOLS FOUNDATION
Tax-exempt · SOLANA BEACH, CA 92075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $945,348 | $890,430 | $54,918 | $616,812 | $33,470 | $583,342 |
| June 30, 2024 | 990 | $914,275 | $917,768 | -$3,493 | $574,203 | $53,629 | $520,574 |
| June 30, 2023 | 990 | $895,379 | $945,480 | -$50,101 | $536,339 | $19,362 | $516,977 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $845,403
- Program service revenue
- $0
- Investment income
- $19,053
- Net income from fundraising events
- $31,613
- Other revenue
- $80,892
Expenses
- Grants and similar amounts paid
- $712,672
- Compensation of officers, directors and key employees
- $41,982
- Other salaries and wages
- $31,505
- Salaries, compensation and benefits (total)
- $81,683
- Professional fundraising fees
- $0
- Travel
- $600
- Program services (functional)
- $712,672
- Management and general (functional)
- $177,758
Balance sheet and other
- Total assets, start of year
- $574,203
- Total assets, end of year
- $616,812
- Total liabilities, end of year
- $33,470
- Net assets, end of year
- $583,342
- Net assets without donor restrictions
- $276,247
- Net assets with donor restrictions
- $307,095
- Gross receipts
- $1,149,433
- Employees
- 3
- Volunteers
- 53
- Year formed
- 1986
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Valerie Charat | Executive Dir. Trustee or director, Officer | 20 | $41,892 |
| Paige Sawyer Shum | President Trustee or director, Officer | 2 | $0 |
| Lauren Olen | CFO Trustee or director, Officer | 2 | $0 |
| Nicole Schone | VP Marketing Trustee or director, Officer | 2 | $0 |
| Wei Chen | VP School Site Trustee or director, Officer | 2 | $0 |
| Ashley Hirano | Secretary Trustee or director, Officer | 2 | $0 |
| Anndrea Jordan | VP Bus Partner Trustee or director, Officer | 2 | $0 |
| Victoria Ho | GovernanceChair Trustee or director, Officer | 2 | $0 |
| Kathleen Coughlan | SV Co-Site Pres Trustee or director | 2 | $0 |
| Kimeya Johansen | SV Co-Site Pres Trustee or director | 1 | $0 |
| Kristen Brandley | SV Co-Site Pres Trustee or director | 1 | $0 |
| Caroline Smith | Sky CoSite Pres Trustee or director | 1 | $0 |
| Haley Johnson | Sky CoSite Pres Trustee or director | 1 | $0 |
| Kate Afshar | SSF CoSite PRes Trustee or director | 1 | $0 |
| Rachael Vonder Reith | CC Co-Site Pres Trustee or director | 1 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christina Spring Lance | CC Co-Site Pres Trustee or director | 1 | $0 |
| Liz Kubiak | CC PTO Pres Trustee or director | 1 | $0 |
| Catherine Lowe | SH Co-Site Pres Trustee or director | 1 | $0 |
| Taylor Watanabe | SH Co-Site Pres Trustee or director | 1 | $0 |
| Akash Sharma | SH Co-Site Pres Trustee or director | 1 | $0 |
| Faryl Kander | SP Co-Site Pres Trustee or director | 1 | $0 |
| Robert Jacobs | SP Co-Sote Pres Trustee or director | 1 | $0 |
| Tanya Koshy | SP Co-Site Pres Trustee or director | 1 | $0 |
| Caryn McCall | SP Co-PTO Pres Trustee or director | 1 | $0 |
| Caryn Neugroschl | SP Co-PTO Pres Trustee or director | 1 | $0 |
| Lynnette Jaiswal | SP Co-PTO Pres Trustee or director | 1 | $0 |
| Iris Whelan | SP Co-PTO Pres Trustee or director | 1 | $0 |
| Chenhui Fan | SR Site Pres Trustee or director | 1 | $0 |
| Lauren Adams | Member-at-Large Trustee or director | 1 | $0 |
| Shannon Carlson | Member-at-Large Trustee or director | 1 | $0 |
| Mark Kowieski | Member-at-Large Trustee or director | 1 | $0 |
| Tingting Liu | Member-at-Large Trustee or director | 1 | $0 |
| Alia Ludwig | Member-at-Large Trustee or director | 1 | $0 |
| Marie Turingan-Boily | Member-at-Large Trustee or director | 1 | $0 |
| Frank Whelan | Member-at-Large Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE CHARAT | EXECUTIVE DIRECTOR Officer | 30 | $43,303 |
| KATIE SUEL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAIGE SAWYER SHUM | CFO/PRESIDENT Trustee or director, Officer | 2 | $0 |
| NICOLE SCHONE | VP MARKETING/PR Trustee or director | 2 | $0 |
| WEI CHEN | VP SCHOOL SITE DEVELOPMENT Trustee or director | 2 | $0 |
| ASHLEY HIRANO | RECORDING SECRETARY Trustee or director | 2 | $0 |
| ZEINA RASHID | GOVERNANCE CHAIR/SR CO-PTO PRESIDENT Trustee or director | 2 | $0 |
| KIMEYA JOHANSEN | SV CO-SITE PRESIDENT Trustee or director | 2 | $0 |
| KRISTEN BRANDLEY | SV CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| MARIE TURINGAN-BOILY | SV CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| MELISSA MIELCARZ | SKY CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| HALEY JOHNSON | SKY CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| KATE AFSHAR | SSF CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| RACHAEL VONDER REITH | CC CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| LIZ KUBIAK | CC PTO PRESIDENT Trustee or director | 1 | $0 |
| STEVEN RIMAR | CC CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ANDREA JORDAN | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| CINDY THOMAS | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| AKASH SHARMA | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| FARYL KANDER | SP CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT JACOBS | SP CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| CARYOLYN OGBURN | SP CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| CARYN NEUGROSCHL | SP CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| VICTORIA HO | SR CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| IRIS WHELAN | SR CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| SAMANTHA ARNOLD | SR CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| LAUREN ADAMS | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| SHAWNA BAILLEY-SCHEMERHORN | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| SHANNON CARLSON | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| TANYA KOSHY | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| RACHEL LINFORD | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| PREMI SURESH | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| MARK KOWIESKI | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| ALIA LUDWIG | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| LAUREN OLEN | MEMBER-AT-LARGE/CFO Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE CHARAT | EXECUTIVE DIRECTOR Officer | 30 | $43,461 |
| KATIE SUEL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAIGE SAWYER SHUM | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 2 | $0 |
| SHANNON CARLSON | VP MARKETING/PR Trustee or director | 2 | $0 |
| BRIAN JAMES | VP BUSINESS DEVELOPMENT Trustee or director | 2 | $0 |
| AMY SZEKERES | VP SCHOOL SITE DEVELOPMENT Trustee or director | 2 | $0 |
| WEI CHEN | RECORDING SECRETARY Trustee or director | 2 | $0 |
| ZEINA RASHID | GOVERNANCE CHAIR Trustee or director | 2 | $0 |
| KIM CRISCUOLO | PARLIAMENTARIAN Trustee or director | 2 | $0 |
| ASHLEY HIRANO | SV CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| MARIE TURINGAN-BOILY | SV CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| MELISSA MCCOBB | SKY CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| MARK KOWIESKI | SKY CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT RIMER | SKY CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| FRANK KEPHART | SSF CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| TRICIA MOREIRA | CC CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT JACOBS | CC PTO PRESIDENT Trustee or director | 1 | $0 |
| LIZ KUBIAK | CC CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT REPONTE | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| CINDY THOMAS | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| ARTUR LOPES PEDROSA | SH CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| FARYL KANDER | SP CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| KRISTA KSHATRIYA | SP CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| CARYOLYN OGBURN | SP CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| TERESA WILEY | SP CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| TRISHA VAN DILLEN | SR CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| MELISSA KRAUSE | SR CO-PTO PRESIDENT Trustee or director | 1 | $0 |
| VICTORIA HO | SR CO-SITE PRESIDENT Trustee or director | 1 | $0 |
| PATRICIA BUSBY O'SHAUGHNESSY | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| LAUREN ADAMS | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| SHAWNA BAILLEY-SCHEMERHORN | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| RACHEL LINFORD | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| NICOLE SCHONE | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| PREMI SURESH | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
| FRANK WHELAN | MEMBER-AT-LARGE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 309 N RIOS AVE, SOLANA BEACH, CA 92075-1241
- Principal officer (990 for 2024)
- Valerie Charat, 308 N Rios Avenue, Solana Beach, CA 92075
- Signed the 990
- Valerie Charat, Executive Director
- Phone
- (858) 794-7180
- Return prepared by
- CWDL CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0206854 or by the name SOLANA BEACH SCHOOLS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO NURTURE CURIOUS MINDS, BUILD COMMUNITY, AND ENSURE EVERY STUDENTS ENRICHED LEARNING JOURNEY BY PROVIDING ESSENTIAL FUNDING.
Program accomplishments
- 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 WITH GRANTS IN ORDER TO MEET THE FOLLOWING OBJECTIVES: 1) FUND, OR PARTIALLY FUND, SALARIES FOR TEACHERS AND INSTRUCTORS DEDICATED TO STREAM, PHYSICAL EDUCATION, AND ENVIRONMENTAL STEWARDSHIP INSTRUCTION. 2) PROVIDE FUNDING FOR MATERIALS, SUPPLIES, AND EQUIPMENT USED IN THE DISTRICTS DISCOVERY LAB AND ENVIRONMENTAL STEWARDSHIP PROGRAMMING.Expenses $664,951 · grants $664,951
- THE FOUNDATION PROVIDES SUPPORT AND FINANCIAL OVERSIGHT FOR THE PARENT TEACHER ORGANIZATIONS IN THE DISTRICT, WHICH WERE ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATION OF CHILDREN AT THEIR SCHOOL BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, TEACHERS AND THE COMMUNITY.Expenses $47,721 · grants $47,721
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0206854
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $616,812
- Income (IRS master file)
- $1,149,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $945,348 | $890,430 | $616,812 | IRS |
| 990 | June 2024 | $914,275 | $917,768 | $574,203 | IRS |
| 990 | June 2023 | $895,379 | $945,480 | $536,339 | IRS |
| 990 | June 2022 | $705,431 | $675,017 | $607,902 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0206854).
Questions about SOLANA BEACH SCHOOLS FOUNDATION
- What is the EIN of SOLANA BEACH SCHOOLS FOUNDATION?
- The employer identification number (EIN) of SOLANA BEACH SCHOOLS FOUNDATION is 33-0206854.
- Is SOLANA BEACH SCHOOLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SOLANA BEACH SCHOOLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOLANA BEACH SCHOOLS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOLANA BEACH SCHOOLS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOLANA BEACH SCHOOLS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOLANA BEACH SCHOOLS FOUNDATION?
- The 990 for the year ended June 30, 2025 names Valerie Charat.
- Who are the officers and directors of SOLANA BEACH SCHOOLS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 35 people; 1 received compensation from the organization, the highest $41,892 (Valerie Charat, Executive Dir.).
- How much revenue does SOLANA BEACH SCHOOLS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $945,348, expenses of $890,430 and total assets of $616,812 at year end.
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- BOYS & GIRLS CLUBS OF NORTHWEST SAN DIEGO COUNTY INC EIN 95-2470435 · last filed 990 for 2025
- U-GO INITIATIVE EIN 87-2788480 · last filed 990 for 2025
- NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORATION EIN 95-3819307 · last filed 990 for 2025
- NATURE COLLECTIVE EIN 33-0358660 · last filed 990 for 2024
- DONNIE EDWARDS BEST DEFENSE FOUNDATION EIN 82-5125497 · last filed 990 for 2024
- BOYS & GIRLS CLUBS OF NORTHWEST SAN DIEGO COUNTY FOUNDATION EIN 95-3201906 · last filed 990 for 2025
- CENTER FOR BECOMING EIN 85-3094256 · last filed 990 for 2025