Nonprofit · EIN 95-3507283
SAN MARINO SCHOOL FOUNDATION
Tax-exempt · SAN MARINO, CA 91108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,182,914 | $2,230,749 | -$47,835 | $5,239,791 | $4,984 | $5,234,807 |
| June 30, 2024 | 990 | $2,289,924 | $2,423,112 | -$133,188 | $4,971,632 | $14,421 | $4,957,211 |
| June 30, 2023 | 990 | $2,082,009 | $2,473,011 | -$391,002 | $4,888,158 | $28,929 | $4,859,229 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,023,237
- Program service revenue
- $0
- Investment income
- $159,677
- Net gain from sales of assets
- $73,967
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,917,785
- Compensation of officers, directors and key employees
- $81,731
- Other salaries and wages
- $19,341
- Salaries, compensation and benefits (total)
- $109,514
- Professional fundraising fees
- $0
- Accounting fees
- $32,520
- Occupancy
- $18,000
- Program services (functional)
- $2,113,901
- Management and general (functional)
- $116,848
Balance sheet and other
- Total assets, start of year
- $4,971,632
- Total assets, end of year
- $5,239,791
- Total liabilities, end of year
- $4,984
- Net assets, end of year
- $5,234,807
- Publicly traded securities
- $5,178,834
- Net assets without donor restrictions
- $3,829,633
- Net assets with donor restrictions
- $1,405,174
- Gross receipts
- $2,182,914
- Employees
- 4
- Volunteers
- 25
- Year formed
- 1980
- 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 |
|---|---|---|---|
| Kathryn Oliveros | Executive Dir. Officer | 40 | $81,731 |
| Tony Woo | President Trustee or director, Officer | 4 | $0 |
| Dominic Hansa | VP Admin Trustee or director, Officer | 2 | $0 |
| Leanne Chu | VP Fundraising Trustee or director, Officer | 2 | $0 |
| Toby Hsieh | Treasurer Trustee or director, Officer | 2 | $0 |
| Rich Anthony | Secretary Trustee or director, Officer | 1 | $0 |
| Grace Kim Austin | Trustee Trustee or director | 1 | $0 |
| Julianna Balicka | Trustee Trustee or director | 1 | $0 |
| Andrew Chan | Trustee Trustee or director | 1 | $0 |
| Alvin Chen | Trustee Trustee or director, Officer | 1 | $0 |
| Charles Chien | Trustee Trustee or director | 4 | $0 |
| Beth Davis | Trustee Trustee or director | 1 | $0 |
| Jennifer Dill Kamal | Trustee Trustee or director | 1 | $0 |
| Cathy Huang | Trustee Trustee or director | 1 | $0 |
| Tom Koch | Trustee Trustee or director | 1 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsey Mac Farlane | Trustee Trustee or director | 1 | $0 |
| Grace Mellis | Trustee Trustee or director | 1 | $0 |
| Palak Pathak | Trustee Trustee or director | 1 | $0 |
| Laura Repstad | Trustee Trustee or director | 1 | $0 |
| Patty Sabo | Trustee Trustee or director | 0.5 | $0 |
| Maurice Saldebar | Trustee Trustee or director | 0.5 | $0 |
| Annie Shih | Trustee Trustee or director | 1 | $0 |
| Emily Vitan | Trustee Trustee or director | 1 | $0 |
| David Wang | Trustee Trustee or director | 1 | $0 |
| Alex Watlington | Trustee Trustee or director | 0.5 | $0 |
| Daisy Wilson | Trustee Trustee or director, Officer | 40 | $0 |
| Alisa Yingling | Trustee Trustee or director | 0.5 | $0 |
| Bryant Yung | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathryn Oliveros | Manager Officer | 40 | $77,713 |
| Allison Moller | President Trustee or director, Officer | 4 | $0 |
| Toby Hsieh | VP - Admin Trustee or director, Officer | 2 | $0 |
| Tom Koch | VP-Fundraising Trustee or director, Officer | 2 | $0 |
| Lisa Wang | Treasurer Trustee or director, Officer | 2 | $0 |
| Rich Anthony | Secretary Trustee or director, Officer | 4 | $0 |
| Julianna Balicka | Trustee Trustee or director | 1 | $0 |
| Andrew Chan | Trustee Trustee or director | 1 | $0 |
| Alvin Chen | Trustee Trustee or director | 1 | $0 |
| Charles Chien | Trustee Trustee or director | 1 | $0 |
| Leanne Chu | Trustee Trustee or director | 1 | $0 |
| Beth Davis | Trustee Trustee or director | 4 | $0 |
| Jennifer Dill Kamal | Trustee Trustee or director | 1 | $0 |
| Michele Esbenshade | Trustee Trustee or director | 1 | $0 |
| Dominic Hansa | Trustee Trustee or director | 1 | $0 |
| Issa Nesnas | Trustee Trustee or director | 1 | $0 |
| Laura Repstad | Trustee Trustee or director | 1 | $0 |
| Patty Sabo | Trustee Trustee or director | 1 | $0 |
| Maurice Saldebar | Trustee Trustee or director | 1 | $0 |
| Annie Shih | Trustee Trustee or director | 1 | $0 |
| Emily Vitan | Trustee Trustee or director | 1 | $0 |
| Alex Watlington | Trustee Trustee or director | 1 | $0 |
| Karen Wicke | Trustee Trustee or director | 1 | $0 |
| Daisy Wilson | Trustee Trustee or director | 1 | $0 |
| Tony Woo | Trustee Trustee or director | 2 | $0 |
| Alisa Yingling | Trustee Trustee or director | 2 | $0 |
| James Lau | Exec. Director | 40 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alison Moller | President Trustee or director, Officer | 4 | $0 |
| Maurice Saldebar | Vice President Trustee or director, Officer | 2 | $0 |
| Lisa Wang | Treasurer Trustee or director, Officer | 2 | $0 |
| Johanna Buhler | Secretary Trustee or director, Officer | 2 | $0 |
| Thomas Koch | VP Fundraising Trustee or director, Officer | 2 | $0 |
| Rich Anthony | Trustee Trustee or director | 1 | $0 |
| Erin Bilvado | Trustee Trustee or director | 1 | $0 |
| Alvin Chen | Trustee Trustee or director | 1 | $0 |
| Charles Chien | Trustee Trustee or director | 1 | $0 |
| Zeina Daoud | Trustee Trustee or director | 1 | $0 |
| Beth Davis | Secretary Trustee or director | 1 | $0 |
| Jennifer Dill Kamal | Trustee Trustee or director | 1 | $0 |
| Michele Esbenshade | Trustee Trustee or director | 1 | $0 |
| Dominic Hansa | Trustee Trustee or director | 1 | $0 |
| Toby Hsieh | Trustee Trustee or director | 1 | $0 |
| Issa Nesnas | Trustee Trustee or director | 1 | $0 |
| Emily Vitan | Trustee Trustee or director | 1 | $0 |
| Alex Watlington | Trustee Trustee or director | 1 | $0 |
| Karen Wicke | Trustee Trustee or director | 1 | $0 |
| Daisy Wilson | Trustee Trustee or director | 1 | $0 |
| Tony Woo | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1665 WEST DR, SAN MARINO, CA 91108-2558
- In care of
- % KATHRYN SWEENEY
- Principal officer (990 for 2024)
- Tony Woo, 1665 West Drive, San Marino, CA 91108
- Signed the 990
- Kathryn Oliveros, Manager
- Phone
- (626) 299-7014
- Website
- www.smsf.org
- Return prepared by
- 990specialistcom
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3507283 or by the name SAN MARINO SCHOOL 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
SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School and San Marino High School and support full-time teachers.
Program accomplishments
- The San Marino Schools Foundation (SMSF) is a California non-profit organization founded in 1980 to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School, and San Marino High School. In 2023-2025, SMSF raised over $2 million to help support 20 full-time teachersExpenses $2,113,901 · grants $1,917,784
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
- 95-3507283
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B120)
- Assets (IRS master file)
- $5,239,791
- Income (IRS master file)
- $2,182,914
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,182,914 | $2,230,749 | $5,239,791 | IRS |
| 990 | June 2024 | $2,289,924 | $2,423,112 | $4,971,632 | IRS |
| 990 | June 2023 | $2,082,009 | $2,473,011 | $4,888,158 | XML |
| 990 | June 2022 | $2,509,888 | $2,315,946 | $4,976,220 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 95-3507283).
Questions about SAN MARINO SCHOOL FOUNDATION
- What is the EIN of SAN MARINO SCHOOL FOUNDATION?
- The employer identification number (EIN) of SAN MARINO SCHOOL FOUNDATION is 95-3507283.
- Is SAN MARINO SCHOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SAN MARINO SCHOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN MARINO SCHOOL 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 MARINO SCHOOL 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 MARINO SCHOOL 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 MARINO SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 names Tony Woo.
- Who are the officers and directors of SAN MARINO SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 1 received compensation from the organization, the highest $81,731 (Kathryn Oliveros, Executive Dir.).
- How much revenue does SAN MARINO SCHOOL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,182,914, expenses of $2,230,749 and total assets of $5,239,791 at year end.
Other nonprofits in SAN MARINO
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- MENTORIS PROJECT EIN 85-3430564 · last filed 990-PF for 2025
- LMGX BRIGHT MIND FOUNDATION EIN 39-4137204 · last filed 990-PF for 2025
- FRIENDS OF THE CROWELL PUBLIC LIBRARY EIN 95-1976371 · last filed 990-EZ for 2025
- FORMOSA TITAN FOUNDATION EIN 20-3869012 · last filed 990-PF for 2025
- AXS FOUNDATION EIN 88-2869183 · last filed 990-EZ for 2025
- EAST MEETS WEST PARENT EDUCATION FOUNDATION INC EIN 81-1708190 · last filed 990-EZ for 2026
- DIEP-DANG KIM-XOA CHARITABLE FOUNDATION EIN 87-0967002 · last filed 990-PF for 2025