Nonprofit · EIN 94-2842712
SAN CARLOS EDUCATIONAL FOUNDATION
Tax-exempt · SAN CARLOS, CA 94070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,041,292 | $3,839,538 | $201,754 | $8,218,807 | $47,829 | $8,170,978 |
| June 30, 2024 | 990 | $3,888,130 | $3,758,107 | $130,023 | $7,657,882 | $60,803 | $7,597,079 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,825,343
- Program service revenue
- $0
- Investment income
- $238,754
- Net gain from sales of assets
- -$3,842
- Net income from fundraising events
- -$78,542
- Net income from gaming
- $55,737
- Other revenue
- -$22,805
Expenses
- Grants and similar amounts paid
- $3,298,765
- Compensation of officers, directors and key employees
- $171,211
- Other salaries and wages
- $125,286
- Salaries, compensation and benefits (total)
- $331,836
- Professional fundraising fees
- $0
- Accounting fees
- $45,783
- Program services (functional)
- $3,298,765
- Management and general (functional)
- $286,105
- Fundraising (functional)
- $254,668
Balance sheet and other
- Total assets, start of year
- $7,657,882
- Total assets, end of year
- $8,218,807
- Total liabilities, end of year
- $47,829
- Net assets, end of year
- $8,170,978
- Net assets without donor restrictions
- $6,070,542
- Net assets with donor restrictions
- $2,100,436
- Gross receipts
- $10,321,911
- Employees
- 3
- Volunteers
- 20
- Year formed
- 1982
- 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 |
|---|---|---|---|---|
| KATHY PARMER-LOHAN | EXECUTIVE DIRECTOR Officer | 40 | $166,121 | $6,824 |
| ALEXANDRA PAVLIDAKIS | CO-SCHOOL REP: WO Trustee or director | 5 | $0 | $0 |
| AMY KIM | VP, STEWARDSHIP Trustee or director | 5 | $0 | $0 |
| ANNIE WILSON | CO-VP, LEADERSHIP CIRCLE/CO-SCHOOL REP: TL Trustee or director | 7.5 | $0 | $0 |
| BRANDI CORBIN | CO-SCHOOL REP: BA Trustee or director | 5 | $0 | $0 |
| BRENDA FRIDMAN | CO-VP, WORKPLACE GIVING Trustee or director | 5 | $0 | $0 |
| CARLA LEIBOWITZ | CO-VP, WORKPLACE GIVING Trustee or director | 5 | $0 | $0 |
| CHEZ RUEDA | CO-SCHOOL REP: ARROYO Trustee or director | 5 | $0 | $0 |
| CORBIE KIERNAN | CO-SCHOOL REP: TL Trustee or director | 5 | $0 | $0 |
| DAN FRIDMAN | VP, BUSINESS SPONSORSHIP Trustee or director | 5 | $0 | $0 |
| DEBBIE BLUCHER | VP, EVENTS Trustee or director | 5 | $0 | $0 |
| ELLEN SHIN LACEY | CO-SCHOOL REP: ARUNDEL Trustee or director | 5 | $0 | $0 |
| ERICA MILLER | CO-SCHOOL REP: BA Trustee or director | 5 | $0 | $0 |
| JENNIE ROMEO | VP, SCHOOL REPS Trustee or director | 5 | $0 | $0 |
| JESSIE MYERS | VP, MARKETING Trustee or director | 5 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIE JACQUOT | CO-SCHOOL REP: CHARTER Trustee or director | 2 | $0 |
| KATY MOSSAWIR | TREASURER Trustee or director, Officer | 10 | $0 |
| KIERSTEN DANIEL BACA | CO-SCHOOL REP: HEATHER Trustee or director | 5 | $0 |
| KIRSTEN KELL | CO-SCHOOL REP CMS Trustee or director | 5 | $0 |
| KRISTEN CARLSON | CO-VP, LEADERSHIP CIRCLE Trustee or director | 2 | $0 |
| MADHURA KUMAR VINAY | CO-SCHOOL REP: MARIPOSA Trustee or director | 5 | $0 |
| MELISSA SCHMIDT | PRESIDENT Trustee or director, Officer | 15 | $0 |
| MICHELLE CHOY | CO-SCHOOL REP: HEATHER Trustee or director | 5 | $0 |
| PAIGE SCOTT | AUDIT CHAIR Trustee or director | 1 | $0 |
| PAT PHILLIPS | INVESTMENT COMMITTEE CHAIR Trustee or director | 2 | $0 |
| REGAN PARKER | CO-SCHOOL REP: WO Trustee or director | 5 | $0 |
| SHEILA BRAR | VP, SCHOOL REPS Trustee or director | 5 | $0 |
| THERESA MCDERMIT | SECRETARY Trustee or director, Officer | 5 | $0 |
| TIFFANY BLACK | CO-SCHOOL REP: ARUNDEL Trustee or director | 5 | $0 |
| TRISHA LEBUS | CO-SCHOOL REP: ARROYO Trustee or director | 5 | $0 |
| TWISHA ANAND | CO-SCHOOL REP: CHARTER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY PARMER-LOHAN | EXECUTIVE DIRECTOR Officer | 40 | $161,520 | $6,461 |
| KARLA DONOHOE | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| SUSAN RAYMOND | INVESTMENT CHAIR COMMITTEE Trustee or director, Officer | 10 | $0 | $0 |
| THERESA MCDERMIT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ANNIE WILSON | VP, LEADERSHIP CIRCLE Trustee or director | 5 | $0 | $0 |
| JENNIFER RUDY | VP, STEWARDSHIP Trustee or director | 5 | $0 | $0 |
| KATHERINE SHERMAN | VP, MARKETING Trustee or director | 5 | $0 | $0 |
| PAIGE SARMIENTO | VP, WORKPLACE GIVING Trustee or director | 5 | $0 | $0 |
| SHEILA BRAR | VP, SCHOOL REPS Trustee or director | 5 | $0 | $0 |
| DEBBIE BLUCHER | VP, EVENTS Trustee or director | 10 | $0 | $0 |
| KATY MOSSAWIR | TREASURER Trustee or director | 5 | $0 | $0 |
| JENNIE ROMEO | CO-SCHOOL REP:WO Trustee or director | 5 | $0 | $0 |
| JESSICA MYERS-SCHECTER | SCHOOL REP: TIERRA LINDA Trustee or director | 5 | $0 | $0 |
| KIERSTEN DANIEL-BACA | SCHOOL REP: HEATHER Trustee or director | 5 | $0 | $0 |
| JESSE GUITERREZ | CO SCHOOL REP ARUNDEL Trustee or director | 5 | $0 | $0 |
| MELISSA SCHMIDT | CO-SCHOOL REP:ARROYO Trustee or director | 5 | $0 | $0 |
| BRANDI CORBIN | SCHOOL CO- REP: BRITTAN ACRES Trustee or director | 5 | $0 | $0 |
| JIE JACQUOT | CO-SCHOOL REP: SCC Trustee or director | 5 | $0 | $0 |
| CARLA LEIBOWITZ | CO-VP WORKPLACE GIVING Trustee or director | 5 | $0 | $0 |
| BLAKE JACQUOT | CO-SCHOOL REP: SCC Trustee or director | 5 | $0 | $0 |
| CHEZ RUEDA | CO-SCHOOL REP:ARROYO Trustee or director | 5 | $0 | $0 |
| PREETI CHINNAN | CO- SCHOOL REP: TIERRA LINDA Trustee or director | 5 | $0 | $0 |
| VIKAS CHINNAN | CO-SCHOOL REP: TIERRA LINDA Trustee or director | 5 | $0 | $0 |
| KRISTEN CARLSON | SCHOOL CO- REP: BRITTAN ACRES Trustee or director | 5 | $0 | $0 |
| BRENDA LANDO FRIDMAN | SCHOOL CO-REP: WO Trustee or director | 5 | $0 | $0 |
| DAN FRIDMAN | SCHOOL CO-REP: WO Trustee or director | 5 | $0 | $0 |
| CORBIE KIERNAN | VP, OF BUSINESS SPONSORSHIP Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 828 CHESTNUT ST, SAN CARLOS, CA 94070-3802
- In care of
- % SUSAN RAYMOND TREASURER
- Principal officer (990 for 2024)
- KATHY PARMER-LOHAN, 828 CHESTNUT STREET, SAN CARLOS, CA 94070
- Signed the 990
- KATHY PARMER-LOHAN, EXECUTIVE DIRECTOR
- Phone
- (650) 590-5983
- Return prepared by
- RLA LLP
Mission
THE SAN CARLOS EDUCATION FOUNDATION IS A NONPROFIT FUNDRAISING ORGANIZATION THAT HELPS THE SAN CARLOS SCHOOL DISTRICT PROVIDE A WELL-ROUNDED PUBLIC EDUCATION FOR ALL STUDENTS.
Program accomplishments
- TO PROVIDE GENERAL FINANCIAL SUPPORT FOR SCHOOLS IN THE SAN CARLOS SCHOOL DISTRICT WHENEVER, IN JUDGEMENT OF THE FOUNDATION BOARD OF DIRECTORS, FUNDING FROM PUBLIC SOURCES IS INADEQUATE TO PROVIDE AND MAINTAIN CONSISTENTLY HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF THE COMMUNITY. TO ASSIST IN THE DEVELOPMENT OF EDUCATIONAL PROGRAMS WHICH PROMISE SIGNIFICANT CONTRIBUTIONS TO THE EDUCATION OF STUDENTS IN DISTRICT SCHOOLS. TO PROVIDE FUNDING FOR PROGRAMS TYPICALLY PROVIDED BY DISTRICT SCHOOLS FOR WHICH PUBLIC FUNDING IS FOR ANY REASON INADEQUATE OR UNAVAILABLE.Expenses $3,298,765 · grants $3,298,765
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
- 94-2842712
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $8,218,807
- Income (IRS master file)
- $10,321,911
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,886,199 | $3,632,059 | $7,172,586 | IRS |
| 990 | June 2022 | $4,839,708 | $3,752,433 | $6,778,148 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SAN CARLOS EDUCATIONAL FOUNDATION
- What is the EIN of SAN CARLOS EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of SAN CARLOS EDUCATIONAL FOUNDATION is 94-2842712.
- Is SAN CARLOS EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to SAN CARLOS EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN CARLOS EDUCATIONAL 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 CARLOS EDUCATIONAL 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 CARLOS EDUCATIONAL 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 CARLOS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATHY PARMER-LOHAN.
- Who are the officers and directors of SAN CARLOS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 31 people; 1 received compensation from the organization, the highest $166,121 (KATHY PARMER-LOHAN, EXECUTIVE DIRECTOR).
- How much revenue does SAN CARLOS EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,041,292, expenses of $3,839,538 and total assets of $8,218,807 at year end.
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All nonprofits in SAN CARLOS · California · Philanthropy, voluntarism and grantmaking foundations