Nonprofit · EIN 82-4196024
SAN LUIS COASTAL EDUCATION FOUNDATION
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $853,252 | $708,646 | $144,606 | $13,872,564 | $313,136 | $13,559,428 |
| June 30, 2024 | 990 | $1,273,013 | $694,890 | $578,123 | $12,630,610 | $37,700 | $12,592,910 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $537,257
- of which government grants
- $97,532
- Program service revenue
- $0
- Investment income
- $352,527
- Net income from fundraising events
- -$36,532
- Other revenue
- -$36,532
Expenses
- Grants and similar amounts paid
- $400,268
- Other salaries and wages
- $154,940
- Salaries, compensation and benefits (total)
- $156,193
- Professional fundraising fees
- $0
- Accounting fees
- $15,300
- Program services (functional)
- $431,396
- Management and general (functional)
- $77,115
- Fundraising (functional)
- $200,135
Balance sheet and other
- Total assets, start of year
- $12,630,610
- Total assets, end of year
- $13,872,564
- Total liabilities, end of year
- $313,136
- Net assets, end of year
- $13,559,428
- Publicly traded securities
- $12,632,779
- Net assets without donor restrictions
- $12,936,301
- Net assets with donor restrictions
- $623,127
- Gross receipts
- $889,784
- Employees
- 2
- Volunteers
- 50
- Year formed
- 2017
- 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 |
|---|---|---|---|
| DAVID MITCHELL | PRESIDENT Trustee or director, Officer | 4 | $0 |
| BETH MARINO | SECRETARY Trustee or director, Officer | 2 | $0 |
| LYLE MEEK | INTERIM TREASURER Trustee or director, Officer | 4 | $0 |
| MOLLY ATTALA | DIRECTOR Trustee or director | 2 | $0 |
| DAVE BERNHARDT | DIRECTOR Trustee or director | 2 | $0 |
| KELLI COLE | DIRECTOR Trustee or director | 2 | $0 |
| JANET GOULD | DIRECTOR Trustee or director | 2 | $0 |
| JEANIE HANSON | DIRECTOR (PART YEAR) Trustee or director | 2 | $0 |
| LINDSEY HARING | DIRECTOR Trustee or director | 2 | $0 |
| RON HOLCOMBE | DIRECTOR Trustee or director | 2 | $0 |
| MELISSA JAMES | DIRECTOR Trustee or director | 2 | $0 |
| STEVE JOBST | DIRECTOR Trustee or director | 2 | $0 |
| JOEY LESLIE | DIRECTOR Trustee or director | 2 | $0 |
| MARTY MOROSKI | DIRECTOR Trustee or director | 2 | $0 |
| STEPHANIE SHEPHERD | DIRECTOR Trustee or director | 2 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLINT SLAUGHTER | DIRECTOR Trustee or director | 2 | $0 |
| ANDREA SODERIN | DIRECTOR Trustee or director | 2 | $0 |
| BILL THOMA | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW WOODS | DIRECTOR Trustee or director | 2 | $0 |
| LISA YAMASHITA | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTINE ROBERTSON | EXECUTIVE DIRECTOR (NON-VOTING) Officer | 40 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MITCHELL | PRESIDENT Trustee or director, Officer | 6 | $0 |
| BETH MARINO | SECRETARY Trustee or director, Officer | 6 | $0 |
| LYLE MEEK | TREASURER Trustee or director, Officer | 6 | $0 |
| STACEY WHITE | TREASURER (PART YEAR) Trustee or director, Officer | 15 | $0 |
| BEN MCADAMS | VP DEVELOPMENT (PART YEAR) Trustee or director, Officer | 20 | $0 |
| MATTHEW WOODS | VP MARKETING Trustee or director, Officer | 3 | $0 |
| DAVE BERNHARDT | DIRECTOR Trustee or director | 3 | $0 |
| KELLI COLE | DIRECTOR Trustee or director | 3 | $0 |
| JANET GOULD | DIRECTOR Trustee or director | 3 | $0 |
| JEANIE HANSON | DIRECTOR Trustee or director | 3 | $0 |
| LINDSEY HARING | DIRECTOR Trustee or director | 6 | $0 |
| RON HOLCOMBE | DIRECTOR Trustee or director | 3 | $0 |
| MELISSA JAMES | DIRECTOR Trustee or director | 3 | $0 |
| STEVE JOBST | DIRECTOR Trustee or director | 6 | $0 |
| JOEY LESLIE | DIRECTOR Trustee or director | 3 | $0 |
| MARTY MOROSKI | DIRECTOR Trustee or director | 6 | $0 |
| STEPHANIE SHEPHERD | DIRECTOR Trustee or director | 6 | $0 |
| CLINT SLAUGHTER | DIRECTOR Trustee or director | 3 | $0 |
| ANDREA SODERIN | DIRECTOR Trustee or director | 6 | $0 |
| BILL THOMA | DIRECTOR Trustee or director | 6 | $0 |
| LISA YAMASHITA | DIRECTOR Trustee or director | 6 | $0 |
| CHRISTINE ROBERTSON | EXECUTIVE DIRECTOR (NON-VOTING) Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1500 LIZZIE ST, SN LUIS OBISP, CA 93401-3062
- Mailing address (990-N for 2017)
- 1500 Lizzie Street, San Luis Obispo CA 93401
- Principal officer (990 for 2024)
- DAVID MITCHELL, 1500 LIZZIE STREET, SAN LUIS OBISPO, CA 93401
- Principal officer (990-N for 2017)
- Stacey White, 1500 Lizzie Street, San Luis Obispo CA 93401
- Signed the 990
- DAVID MITCHELL, BOARD PRESIDENT
- Phone
- (805) 549-1300
- Website
- www.slcef.org
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 82-4196024 or by the name SAN LUIS COASTAL EDUCATION 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
PARTNER WITH PUBLIC AND PRIVATE SECTORS TO SUPPORT CREATIVE AND INNOVATIVE PROGRAMS FOR THE BENEFIT OF STUDENTS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS OF ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS.
Program accomplishments
- THE IINNOVATE PROGRAM IS A MULTI-YEAR INITIATIVE TO MEANINGFULLY AND EQUITABLY INTEGRATE 21ST CENTURY HANDS-ON LEARNING ACROSS THE SCHOOL DISTRICT'S TEN ELEMENTARY SCHOOLS. THE IINNOVATE INITIATIVE SEEKS TO REIMAGINE THE TRADITIONAL FRAMEWORK OF INSTRUCTION IN ORDER TO PREPARE STUDENTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO SUCCEED IN A CHANGING GLOBAL ECONOMY.Expenses $347,827 · grants $331,386
- THE OPPORTUNITY PROGRAM IS A MULTI-FACETED AND HIGH IMPACT INITIATIVE TO ELEVATE STUDENTS PERSONALLY, ACADEMICALLY, AND SOCIALLY. EXPERIENCES THAT STUDENTS HAVE IN ELEMENTARY AND MIDDLE SCHOOL CAN LAY THE GROUNDWORK FOR FUTURE ACHIEVEMENT. RESEARCH SHOWS THAT CRITICAL PROGRAMS SUCH AS TEAM SPORTS, OUTDOOR EDUCATION AND REMOVING BARRIERS FOR FIRST GENERATION STUDENTS, HELP SET KIDS UP WITH THE ESSENTIAL SKILLS FOR FUTURE PERSONAL AND PROFESSIONAL SUCCESS. THE OPPORTUNITY PROGRAM INCLUDES MULTIPLE FUNDS WITH THE GOAL OF PARTNERING WITH THE SCHOOL DISTRICT TO OFFER A YEAR-ROUND ELEMENTARY SPORTS PROGRAM FOCUSED ON DEVELOPING STUDENT LEADERSHIP & ACADEMIC EXCELLENCE, EQUITABLE ACCESS FOR ALL STUDENTS TO EXPERIENCE OVERNIGHT SCIENCE CAMP AND REMOVING BARRIERS FOR FIRST-GENERATION STUDENTS AND EMPOWERING THEM TO REACH FOR THEIR GOALS.Expenses $38,140 · grants $30,331
- THE GRANTMAKING PROGRAM SEEKS TO INSPIRE OUR STUDENT AND TEACHER PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE AND ACCOMPLISH PROJECTS THEY NEVER BEFORE THOUGHT POSSIBLE. THE GRANTMAKING PROGRAM PROVIDES FUNDING OPPORTUNITIES THAT ARE DESIGNED TO ENCOURAGE, FACILITATE, RECOGNIZE AND REWARD INNOVATIVE AND IMPACTFUL EDUCATIONAL ACTIVITIES THAT ACCOMPLISH THE PROGRAM PRIORITIES SHARED BY THE FOUNDATION AND SCHOOL DISTRICT.Expenses $45,429 · grants $38,551
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
- 82-4196024
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $13,872,564
- Income (IRS master file)
- $889,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $853,252 | $708,646 | $13,872,564 | IRS |
| 990 | June 2024 | $1,273,013 | $694,890 | $12,630,610 | XML |
| 990 | June 2023 | $599,497 | $667,886 | $11,200,562 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Stacey White | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 82-4196024).
Questions about SAN LUIS COASTAL EDUCATION FOUNDATION
- What is the EIN of SAN LUIS COASTAL EDUCATION FOUNDATION?
- The employer identification number (EIN) of SAN LUIS COASTAL EDUCATION FOUNDATION is 82-4196024.
- Is SAN LUIS COASTAL EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SAN LUIS COASTAL EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN LUIS COASTAL EDUCATION 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 SAN LUIS COASTAL EDUCATION 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 SAN LUIS COASTAL EDUCATION 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 SAN LUIS COASTAL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAVID MITCHELL.
- Who are the officers and directors of SAN LUIS COASTAL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does SAN LUIS COASTAL EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $853,252, expenses of $708,646 and total assets of $13,872,564 at year end.
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