Nonprofit · EIN 94-2847212
PETALUMA EDUCATIONAL FDN
Tax-exempt · PETALUMA, CA 94952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,464,418 | $1,276,304 | $188,114 | $7,649,353 | $700,237 | $6,949,116 |
| June 30, 2024 | 990 | $1,469,694 | $985,107 | $484,587 | $7,146,536 | $649,010 | $6,497,526 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $805,721
- of which government grants
- $28,674
- Program service revenue
- $58,148
- Investment income
- $438,548
- Net gain from sales of assets
- $218,121
- Net income from fundraising events
- -$42,878
- Net income from gaming
- $24,795
- Net income from sales of inventory
- $180,084
- Other revenue
- $162,001
Expenses
- Grants and similar amounts paid
- $726,186
- Compensation of officers, directors and key employees
- $209,204
- Other salaries and wages
- $107,543
- Salaries, compensation and benefits (total)
- $368,177
- Professional fundraising fees
- $0
- Accounting fees
- $4,611
- Occupancy
- $23,410
- Depreciation
- $2,008
- Program services (functional)
- $889,390
- Management and general (functional)
- $275,466
- Fundraising (functional)
- $111,448
Balance sheet and other
- Total assets, start of year
- $7,146,536
- Total assets, end of year
- $7,649,353
- Total liabilities, end of year
- $700,237
- Net assets, end of year
- $6,949,116
- Land, buildings and equipment
- $9,550
- Gross receipts
- $3,363,106
- Employees
- 36
- Volunteers
- 62
- 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 |
|---|---|---|---|---|
| MAUREEEN HIGHLAND | EXECUTIVE DIRECTOR Officer | 40 | $115,666 | $6,450 |
| SHARON KIMBALL | ACCOUNTING MANAGER Officer | 17 | $79,958 | $3,225 |
| NEAL REARDON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK NIEMANN LEFT 8-7-24 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM MCGAUGHEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CAROL ANN LIBARLE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CAROL ISAAK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MELINDA HEPP | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TERESA HATCHER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANDREW FISHMAN LEFT 09-03-24 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOANIE BENEDETTI CLAUSSEN | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| CRAIG WALKER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| HOBY WEDLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBRA DOW LEFT 07-01-24 | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CELLI | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIELE BUGBEE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KIMBERLY STRICKLAND | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHAD FILLINGER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KAREN GETTMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CRISTINA HESS BAGWELL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| REBECCA KAGIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MELISSA MORELLI | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BREANNE STURDEVANT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SUSAN TAKAMI | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MARILYN QUINLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHAEL REGAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KALLI FISHMAN JOINED 10-22-24 | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ANUSUYA MOKASHI JOINED 8-7-2024 | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HIGHLAND MAUREEN | EXECUTIVE DIRECTOR Officer | 40 | $107,734 | $6,450 |
| KIMBALL SHARON | ACCOUNTING MANAGER Officer | 17 | $93,505 | $3,225 |
| REARDON NEAL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RANADIVE RAJINA LEFT 7-1-23 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NEIMANN MARK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MCGAUGHEY TIM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MADDALENA MIKE LEFT 7-1-23 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LIBARLE CAROL ANN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ISAAK CAROL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HEPP MELINDA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HATCHER TERESA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HARRIS MIKE LEFT 7-1-23 | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| FISHMAN ANDREW | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CLAUSSEN JOANIE | MEMBER AT LARGE Trustee or director, Officer | 1 | $0 | $0 |
| WALKER CRAIG | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WEDLER HOBY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DOW DEBRA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CELLI REBECCA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BUGBEE DANIELE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STRICKLAND KIMBERLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FILLINGER CHAD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GETTMAN KAREN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BAGWELL CRISTINA H | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KAGIN REBECCA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MORELLI MELISSA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STURDEVANT BREANNE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TAKAMI SUSAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| QUNILAN MARILYN JOINED 3-1-24 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL REGAN JOINED 8-1-23 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 4TH ST, PETALUMA, CA 94952-3091
- Principal officer (990 for 2024)
- MAUREEN HIGHLAND, 100 FOURTH STREET, PETALUMA, CA 94952
- Signed the 990
- TIM MCGAUGHEY, TREASURER
- Phone
- (707) 778-4632
- Website
- PEFINFO.COM
- Return prepared by
- SORREN INC
Mission
PEF CREATES IMPACTFUL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS IN OUR COMMUNITY. WE FUND PROGRAMS THAT PROMOTE CRITICAL THINKING, CREATIVITY, STUDENT WELL-BEING, AND LIFELONG LEARNING.
Program accomplishments
- IN ORDER TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE STUDENTS WITHIN THE PETALUMA AREA, THE FOUNDATION HAS A SCHOLARSHIP PROGRAM THAT HAS BEEN ESTABLISHED TO AWARD GRADUATING SENIORS PURSUING HIGHER EDUCATION OR VOCATIONAL STUDIES. SCHOLARSHIPS ARE AWARDED BASED ON INDIVIDUAL SCHOLARSHIP CRITERIA OF GRADES, COMMUNITY SERVICE AND SCHOOL SERVICE.Expenses $354,462 · grants $289,418 · revenue $58,148
- IN ORDER TO PROVIDE ADDITIONAL EDUCATIONAL PROGRAMS IN THE SCHOOLS, THE FOUNDATION SOLICITS FUNDS FOR THE FUND THE FUTURE PROGRAM WHICH AWARDS GRANTS TO TEACHERS FOR INNOVATIVE PROGRAMS THAT ENRICH THE EDUCATION OF THE STUDENTS WITHIN THE PETALUMA AREA.Expenses $534,928 · grants $436,768
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
- 94-2847212
- 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)
- Education (B82Z)
- Assets (IRS master file)
- $7,649,353
- Income (IRS master file)
- $3,363,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,464,418 | $1,276,304 | $7,649,353 | IRS |
| 990 | June 2024 | $1,469,694 | $985,107 | $7,146,536 | IRS |
| 990 | June 2023 | $1,208,172 | $977,781 | $6,604,645 | IRS |
| 990 | June 2022 | $1,393,764 | $836,524 | $6,121,635 | 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 PETALUMA EDUCATIONAL FDN
- What is the EIN of PETALUMA EDUCATIONAL FDN?
- The employer identification number (EIN) of PETALUMA EDUCATIONAL FDN is 94-2847212.
- Is PETALUMA EDUCATIONAL FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to PETALUMA EDUCATIONAL FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PETALUMA EDUCATIONAL FDN 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 PETALUMA EDUCATIONAL FDN 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 PETALUMA EDUCATIONAL FDN 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 PETALUMA EDUCATIONAL FDN?
- The 990 for the year ended June 30, 2025 names MAUREEN HIGHLAND.
- Who are the officers and directors of PETALUMA EDUCATIONAL FDN?
- The 990 for the year ended June 30, 2025 lists 28 people; 2 received compensation from the organization, the highest $115,666 (MAUREEEN HIGHLAND, EXECUTIVE DIRECTOR).
- How much revenue does PETALUMA EDUCATIONAL FDN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,464,418, expenses of $1,276,304 and total assets of $7,649,353 at year end.
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