Nonprofit · EIN 80-0562254
THE CALIFORNIA EDUCATION PARTNERS
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,542,736 | $7,065,041 | -$522,305 | $17,006,602 | $1,506,906 | $15,499,696 |
| December 31, 2024 | 990 | $10,259,164 | $7,190,210 | $3,068,954 | $17,361,394 | $1,338,279 | $16,023,115 |
| December 31, 2023 | 990 | $5,385,022 | $6,837,661 | -$1,452,639 | $14,411,799 | $1,456,238 | $12,955,561 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,855,448
- Program service revenue
- $2,143,358
- Investment income
- $543,930
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $369,248
- Other salaries and wages
- $3,404,204
- Salaries, compensation and benefits (total)
- $4,780,459
- Professional fundraising fees
- $0
- Legal fees
- $1,163
- Accounting fees
- $21,579
- Occupancy
- $176,320
- Travel
- $316,753
- Depreciation
- $5,056
- Program services (functional)
- $6,401,667
- Management and general (functional)
- $663,374
Balance sheet and other
- Total assets, start of year
- $17,361,394
- Total assets, end of year
- $17,006,602
- Total liabilities, end of year
- $1,506,906
- Net assets, end of year
- $15,499,696
- Land, buildings and equipment
- $2,166
- Net assets without donor restrictions
- $13,468,149
- Net assets with donor restrictions
- $2,031,547
- Gross receipts
- $6,542,736
- Employees
- 23
- Volunteers
- 6
- Year formed
- 2010
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SCHWALM | BOARD SECRETARY/CHIEF OF STAFF Trustee or director, Officer | 40 | $250,268 | $71,638 |
| JODEE MARCELLIN | DIR OF DISTRICT TO DISTRICT PROGRAM Highest-paid employee | 40 | $235,268 | $67,631 |
| STEVEN KELLNER | DIR OF PROG SUSTAINABILITY & GROWTH Highest-paid employee | 40 | $235,268 | $54,052 |
| MELINDA LEUNG | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $245,825 | $36,625 |
| LAURA WENTWORTH | DIRECTOR OF RPP PROGRAM Highest-paid employee | 40 | $213,695 | $58,802 |
| JANNA SMITH | DIR OF OPERATIONS, PEOPLE & CULTURE Highest-paid employee | 40 | $213,695 | $22,665 |
| PHILIP HALPERIN | BOARD TREASURER/EXECUTIVE DIRECTOR Trustee or director, Officer | 0.5 | $9,100 | $38,242 |
| MIKE HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ELLEN MOIR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JENNIFER O'DAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEFANIE PHILLIPS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JORGE RUIZ DE VELASCO | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ADELA JONES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SCHWALM | BOARD SECRETARY/CHIEF OF STAFF Trustee or director, Officer | 40 | $245,655 | $69,042 |
| JODEE MARCELLIN | DIR OF DISTRICT TO DISTRICT PROG Highest-paid employee | 40 | $230,655 | $63,699 |
| STEVEN KELLNER | DIR OF PROG SUSTAINABILITY & GROWTH Highest-paid employee | 40 | $230,655 | $50,472 |
| MELINDA LEUNG | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $241,005 | $34,919 |
| LAURA WENTWORTH | DIRECTOR OF RPP PROGRAM Highest-paid employee | 40 | $209,505 | $55,625 |
| JANNA SMITH | DIR OF OPERATIONS, PEOPLE & CULTURE Highest-paid employee | 40 | $209,505 | $21,729 |
| PHILIP HALPERIN | BOARD TREASURER/EXECUTIVE DIRECTOR Trustee or director, Officer | 0.5 | $9,100 | $35,471 |
| MIKE HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ELLEN MOIR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JENNIFER O'DAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEFANIE PHILLIPS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JORGE RUIZ DE VELASCO | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ADELA JONES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SCHWALM | BOARD SECRETARY/CHIEF OF STAFF Trustee or director, Officer | 40 | $237,855 | $65,559 |
| JODEE MARCELLIN | DIR OF DISTRICT TO DISTRICT PROG Highest-paid employee | 40 | $222,855 | $59,166 |
| STEVEN KELLNER | DIR OF PROG SUSTAINABILITY & GROWTH Highest-paid employee | 40 | $222,855 | $46,531 |
| MELINDA LEUNG | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $223,688 | $31,995 |
| LAURA WENTWORTH | DIRECTOR OF RPP PROGRAM Highest-paid employee | 40 | $202,420 | $51,925 |
| JANNA SMITH | DIR OF OPERATIONS, PEOPLE & CULTURE Highest-paid employee | 40 | $202,420 | $20,806 |
| PHILIP HALPERIN | BOARD TREASURER/EXECUTIVE DIRECTOR Trustee or director, Officer | 0.5 | $9,100 | $31,384 |
| MIKE HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ELLEN MOIR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JENNIFER O'DAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEFANIE PHILLIPS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JORGE RUIZ DE VELASCO | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| DON SHALVEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHARLENE STRINGHAM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ADELA JONES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111-1130
- In care of
- % PHILIP HALPERIN TREAS
- Principal officer (990 for 2025)
- PHILIP HALPERIN, ONE LOMBARD STREET 305, SAN FRANCISCO, CA 94111
- Signed the 990
- PHILIP HALPERIN, EXECUTIVE DIRECTOR
- Phone
- (415) 321-8017
- Website
- WWW.CAEDPARTNERS.ORG
- Return prepared by
- KARLSSON & LANE AN ACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0562254 or by the name THE CALIFORNIA EDUCATION PARTNERS.
- 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
CALIFORNIA EDUCATION PARTNERS SEEDS AND GROWS COLLABORATIONS AMONG CALIFORNIA'S SCHOOL SYSTEMS, SO THAT THEY INNOVATE, IMPROVE, AND BUILD INTERNAL CAPACITY AS LEARNING ORGANIZATIONS IN ORDER TO CLOSE GAPS AND LEAD HIGH PERFORMING, EQUITABLE SCHOOLS THAT SERVE ALL STUDENTS WELL FOR THE 21ST CENTURY.
Program accomplishments
- CALIFORNIA EDUCATION PARTNERS SUPPORTS LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. BUILDING ON THE MOST UP-TO-DATE RESEARCH, EXPERTISE, AND CURRENT ADVANCES IN THE FIELD, THE ORGANIZATION ENABLES LEADING SCHOOL DISTRICTS ACROSS THE STATE TO PARTNER WITH AND LEARN FROM EACH OTHER; TO IMPROVE, INNOVATE, AND BUILD INTERNAL CAPACITY AS LEARNING OPPORTUNITIES; AND TO DESIGN AND IMPLEMENT PROGRAMS AND POLICIES THAT ADVANCE STUDENT ACHIEVEMENT IN THEIR RESPECTIVE DISTRICTS AND, POTENTIALLY, IN DISTRICTS THROUGHOUT CALIFORNIA. THE ORGANIZATION ACHIEVES IMPACT THROUGH MANY PROGRAMS, INCLUDING: (I) ON TRACK-WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE-WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP-WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC)-WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS.Expenses $6,401,667 · revenue $2,143,358
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0562254
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $17,006,602
- Income (IRS master file)
- $6,542,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,542,736 | $7,065,041 | $17,006,602 | XML |
| 990 | December 2024 | $10,259,164 | $7,190,210 | $17,361,394 | XML |
| 990 | December 2023 | $5,385,022 | $6,837,661 | $14,411,799 | XML |
| 990 | December 2022 | $6,018,107 | $6,611,979 | $15,439,963 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 80-0562254).
Questions about THE CALIFORNIA EDUCATION PARTNERS
- What is the EIN of THE CALIFORNIA EDUCATION PARTNERS?
- The employer identification number (EIN) of THE CALIFORNIA EDUCATION PARTNERS is 80-0562254.
- Is THE CALIFORNIA EDUCATION PARTNERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE CALIFORNIA EDUCATION PARTNERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CALIFORNIA EDUCATION PARTNERS 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 THE CALIFORNIA EDUCATION PARTNERS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CALIFORNIA EDUCATION PARTNERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE CALIFORNIA EDUCATION PARTNERS?
- The 990 for the year ended December 31, 2025 names PHILIP HALPERIN.
- Who are the officers and directors of THE CALIFORNIA EDUCATION PARTNERS?
- The 990 for the year ended December 31, 2025 lists 13 people; 7 received compensation from the organization, the highest $250,268 (LAURA SCHWALM, BOARD SECRETARY/CHIEF OF STAFF).
- How much revenue does THE CALIFORNIA EDUCATION PARTNERS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,542,736, expenses of $7,065,041 and total assets of $17,006,602 at year end.
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