Nonprofit · EIN 77-0354256
CARPINTERIA EDUCATION FOUNDATION INC
Tax-exempt · CARPINTERIA, CA 93014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $517,347 | $454,074 | $63,273 | $1,266,040 | $0 | $1,266,040 |
| June 30, 2024 | 990 | $354,070 | $341,863 | $12,207 | $1,177,021 | $1,843 | $1,175,178 |
| June 30, 2023 | 990 | $259,098 | $204,572 | $54,526 | $1,102,916 | $4,752 | $1,098,164 |
| June 30, 2022 | 990 | $406,879 | $401,005 | $5,874 | $1,000,337 | $4,853 | $995,484 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $377,559
- Program service revenue
- $0
- Investment income
- $136,541
- Net gain from sales of assets
- $95,774
- Net income from fundraising events
- $3,247
- Other revenue
- $3,247
Expenses
- Grants and similar amounts paid
- $335,995
- Compensation of officers, directors and key employees
- $68,285
- Salaries, compensation and benefits (total)
- $81,352
- Professional fundraising fees
- $0
- Accounting fees
- $6,683
- Occupancy
- $2,730
- Travel
- $455
- Depreciation
- $5,279
- Program services (functional)
- $434,449
- Management and general (functional)
- $19,583
- Fundraising (functional)
- $42
Balance sheet and other
- Total assets, start of year
- $1,177,021
- Total assets, end of year
- $1,266,040
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,266,040
- Land, buildings and equipment
- $23,247
- Publicly traded securities
- $930,971
- Net assets without donor restrictions
- $637,075
- Net assets with donor restrictions
- $628,965
- Gross receipts
- $553,921
- Employees
- 1
- Volunteers
- 40
- Year formed
- 1993
- 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 | Other / benefits |
|---|---|---|---|---|
| Pam Werner | Executive Director Officer | 40 | $68,285 | $7,626 |
| Casey Balch | President Trustee or director, Officer | 5 | $0 | $0 |
| Jennifer Cota | Vice President Trustee or director, Officer | 5 | $0 | $0 |
| Terra Stephan | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Sally Green | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| Curtis Lopez | Executive Board Member Trustee or director, Officer | 5 | $0 | $0 |
| Jacqueline Estrada | Board Member Trustee or director | 5 | $0 | $0 |
| Lynda Fairly | Board Member Trustee or director | 5 | $0 | $0 |
| Janie Foley | Board Member Trustee or director | 5 | $0 | $0 |
| Frank Gonzales | Board Member Trustee or director | 5 | $0 | $0 |
| Sue Harrison | Board Member Trustee or director | 5 | $0 | $0 |
| Nikki Yamaoka | Board Member Trustee or director | 5 | $0 | $0 |
| Mary Zeoli | Board Member Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pam Werner | Executive Director Officer | 40 | $48,584 |
| Casey Balch | President Trustee or director, Officer | 6 | $0 |
| Jennifer Cota | Vice President Trustee or director, Officer | 2 | $0 |
| Sarah Aresco-Smith | Treasurer Trustee or director, Officer | 2 | $0 |
| Sally Green | Secretary Trustee or director, Officer | 2 | $0 |
| Jessica Isaac | Executive Board Member Trustee or director, Officer | 2 | $0 |
| Nikki Yamaoka | Executive Board Member Trustee or director | 2 | $0 |
| Curtis Lopez | Board Member Trustee or director | 2 | $0 |
| Janie Foley | Board Member Trustee or director | 2 | $0 |
| Terra Stephan | Board Member Trustee or director | 2 | $0 |
| Sue Harrison | Board Member Trustee or director | 2 | $0 |
| Mary Zeoli | Board Member Trustee or director | 2 | $0 |
| Jacqueline Estrada | Board Member Trustee or director | 2 | $0 |
| Lynda Fairly | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pam Werner | Executive Director Officer | 40 | $46,287 |
| Casey Balch | President Trustee or director, Officer | 6 | $0 |
| Jessica Isaac | Vice President Trustee or director, Officer | 1 | $0 |
| Sarah Aresco-Smith | Treasurer Trustee or director, Officer | 2 | $0 |
| Sally Green | Secretary Trustee or director, Officer | 6 | $0 |
| Sue Harrison | Executive Board Member Trustee or director | 1 | $0 |
| Curtis Lopez | Board Member Trustee or director | 1 | $0 |
| Janie Foley | Board Member Trustee or director | 6 | $0 |
| Terra Stephan | Board Member Trustee or director | 2 | $0 |
| Nikki Yamaoka | Board Member Trustee or director | 2 | $0 |
| Mary Zeoli | Board Member Trustee or director | 2 | $0 |
| Monica Solorzano | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Casey Balch | President Trustee or director, Officer | 10 | $0 |
| Jessica Isaac | Vice President Trustee or director, Officer | 4 | $0 |
| Sarah Aresco-Smith | Treasurer Trustee or director, Officer | 4 | $0 |
| Sally Green | Secretary Trustee or director, Officer | 5 | $0 |
| Sue Harrison | Executive Board Member Trustee or director | 4 | $0 |
| Curtis Lopez | Board Member Trustee or director | 4 | $0 |
| Janie Foley | Board Member Trustee or director | 5 | $0 |
| Nancy Garrison | Board Member Trustee or director | 4 | $0 |
| Robin Sawaske | Board Member Trustee or director | 4 | $0 |
| Terra Stephan | Board Member Trustee or director | 4 | $0 |
| Nikki Yamaoka | Board Member Trustee or director | 4 | $0 |
| Mary Zeoli | Board Member Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9, CARPINTERIA, CA 93014-0009
- Principal officer (990 for 2024)
- Pam Werner, PO Box 9, Carpinteria, CA 93014
- Signed the 990
- Pam Werner, Executive Director
- Phone
- (805) 566-1615
- Return prepared by
- MELISSA PETERSEN AND COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0354256 or by the name CARPINTERIA EDUCATION FOUNDATION INC.
- 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 support the Carpinteria Unified School District
Program accomplishments
- GRANTS ISSUED TO VARIOUS SCHOOLS IN THE CUSD FOR EDUCATIONAL PROGRAMS AND MATERIALS IN WHICH 2750 STUDENTS PARTICIPATEExpenses $365,494 · grants $267,040
- SCHOLARSHIPS AND AWARDS TO CUSD STUDENTSExpenses $68,955 · grants $68,955
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
- 77-0354256
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $1,266,040
- Income (IRS master file)
- $553,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $517,347 | $454,074 | $1,266,040 | IRS |
| 990 | June 2024 | $354,070 | $341,863 | $1,177,021 | IRS |
| 990 | June 2023 | $259,098 | $204,572 | $1,102,916 | XML |
| 990 | June 2022 | $406,879 | $401,005 | $1,000,337 | XML |
| 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 77-0354256).
Questions about CARPINTERIA EDUCATION FOUNDATION INC
- What is the EIN of CARPINTERIA EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of CARPINTERIA EDUCATION FOUNDATION INC is 77-0354256.
- Is CARPINTERIA EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CARPINTERIA EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARPINTERIA EDUCATION FOUNDATION INC 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 CARPINTERIA EDUCATION FOUNDATION INC 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 CARPINTERIA EDUCATION FOUNDATION INC 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 CARPINTERIA EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Pam Werner.
- Who are the officers and directors of CARPINTERIA EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $68,285 (Pam Werner, Executive Director).
- How much revenue does CARPINTERIA EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $517,347, expenses of $454,074 and total assets of $1,266,040 at year end.
Other nonprofits in CARPINTERIA
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- HOWARD SCHOOL EIN 77-0541235 · last filed 990 for 2025
- CARPINTERIA HIGH SCHOOL BOOSTER CLUB EIN 47-2338554 · last filed 990-EZ for 2025
- PARENTS FOR CANALINO SCHOOL PFC EIN 77-0304027 · last filed 990-EZ for 2025
- CARPINTERIA COMMUNITY ASSOCIATION EIN 93-4186261 · last filed 990-EZ for 2025
- PARENTS FOR CARPINTERIA HIGH SCHOOL EIN 83-3702256 · last filed 990-EZ for 2025
- CARPINTERIA FFA ALUMNI PARENT AND SUPPORTERS BOOSTER CLUB EIN 39-3167047 · last filed 990-N for 2025