Nonprofit · EIN 95-3839982
SAN MARINO P T AFFILIATES
Tax-exempt · SAN MARINO, CA 91108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $577,737 | $516,989 | $60,748 | $368,904 | $0 | $368,904 |
| February 28, 2025 | 990 | $567,926 | $612,920 | -$44,994 | $308,156 | $0 | $308,156 |
| February 29, 2024 | 990 | $596,325 | $419,458 | $176,867 | $353,150 | $0 | $353,150 |
| February 28, 2023 | 990 | $556,793 | $909,535 | -$352,742 | $176,283 | $0 | $176,283 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $576,513
- Investment income
- $294
- Net income from fundraising events
- $930
- Other revenue
- $930
Expenses
- Grants and similar amounts paid
- $1,000
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $329,356
- Salaries, compensation and benefits (total)
- $354,552
- Professional fundraising fees
- $0
- Occupancy
- $95,000
- Program services (functional)
- $494,375
- Management and general (functional)
- $22,614
Balance sheet and other
- Total assets, start of year
- $308,156
- Total assets, end of year
- $368,904
- Total liabilities, end of year
- $0
- Net assets, end of year
- $368,904
- Gross receipts
- $581,970
- Employees
- 65
- Volunteers
- 14
- 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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE DUNCAN | President Trustee or director | 10 | $0 |
| JENNIFER CHEN | Treasurer Trustee or director | 1.5 | $0 |
| DONNA MANN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY PAYNE | RECORDING Sec Trustee or director | 0.5 | $0 |
| Jennifer Chuang | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JEANIE CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| LIZ KNEIER | MEMBERSHIP Trustee or director | 2 | $0 |
| ALICIA SONG ULRICH | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH DAVIS | VP SOCIAL EVNT Trustee or director | 1 | $0 |
| KAREN WICKE | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JANICE CONZONIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| VALRIE GUMBINER WEISS | PARLIAMENTARIAN Trustee or director | 2 | $0 |
| BARBARA DAMEREL | Treasurer Trustee or director | 1 | $0 |
| MARLENE EVANS | BOARD MEMBERS Trustee or director | 1 | $0 |
| GALE INADOMI | BOARD MEMBER Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA LINK | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA TOM MAR | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLEY RYAN | SCHOOL LIAISON Trustee or director | 2 | $0 |
| VIVIAN CHAN | COMMTY LIAISON Trustee or director | 2 | $0 |
| LYDIA RUBIN | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURIE MODEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE KELLOGG | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended February 28, 2025: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE DUNCAN | President Trustee or director | 10 | $0 |
| JENNIFER CHEN | Treasurer Trustee or director | 1.5 | $0 |
| DONNA MANN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY PAYNE | RECORDING Sec Trustee or director | 0.5 | $0 |
| Jennifer Chuang | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JEANIE CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| LIZ KNEIER | MEMBERSHIP Trustee or director | 2 | $0 |
| ALICIA SONG ULRICH | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH DAVIS | VP SOCIAL EVNT Trustee or director | 1 | $0 |
| KAREN WICKE | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JANICE CONZONIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| VALRIE GUMBINER WEISS | PARLIAMENTARIAN Trustee or director | 2 | $0 |
| BARBARA DAMEREL | Treasurer Trustee or director | 1 | $0 |
| MARLENE EVANS | BOARD MEMBERS Trustee or director | 1 | $0 |
| GALE INADOMI | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA LINK | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA TOM MAR | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLEY RYAN | SCHOOL LIAISON Trustee or director | 2 | $0 |
| VIVIAN CHAN | COMMTY LIAISON Trustee or director | 2 | $0 |
| LYDIA RUBIN | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURIE MODEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE KELLOGG | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended February 29, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE DUNCAN | President Trustee or director | 10 | $0 |
| JENNIFER CHEN | Treas Summer Sc Trustee or director | 2 | $0 |
| MARY PAYNE | RECORDING Sec Trustee or director | 0.5 | $0 |
| Jennifer Chuang | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JEANIE CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| LIZ KNEIER | MEMBERSHIP Trustee or director | 2 | $0 |
| BETH DAVIS | VP SOCIAL EVNT Trustee or director | 1 | $0 |
| KAREN WICKE | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JANICE CONZONIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| VALRIE GUMBINER WEISS | PARLIAMENTARIAN Trustee or director | 2 | $0 |
| BARBARA DAMEREL | Treasurer Trustee or director | 1 | $0 |
| MARLENE EVANS | BOARD MEMBERS Trustee or director | 1 | $0 |
| GALE INADOMI | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA LINK | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA TOM MAR | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLEY RYAN | SCHOOL LIAISON Trustee or director | 2 | $0 |
| VIVIAN CHAN | COMMTY LIAISON Trustee or director | 2 | $0 |
| LYDIA RUBIN | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURIE MODEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE KELLOGG | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended February 28, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE DUNCAN | President Trustee or director | 10 | $0 |
| JENNIFER CHEN | Treasurer Trustee or director | 1.5 | $0 |
| MARIA MCCLURG | SUMMER SCH TRES Trustee or director | 2 | $0 |
| MARY PAYNE | RECORDING Sec Trustee or director | 0.5 | $0 |
| Jennifer Chuang | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JEANIE CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| LIZ KNEIER | MEMBERSHIP Trustee or director | 2 | $0 |
| CAROL BLAUVELT | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH DAVIS | VP SOCIAL EVNT Trustee or director | 1 | $0 |
| KAREN WICKE | VP SOCIAL EVNT Trustee or director | 2 | $0 |
| JANICE CONZONIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| VALRIE GUMBINER WEISS | PARLIAMENTARIAN Trustee or director | 2 | $0 |
| BARBARA DAMEREL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARLENE EVANS | BOARD MEMBERS Trustee or director | 1 | $0 |
| SHELLEY HARTER | BOARD MEMBER Trustee or director | 1 | $0 |
| GALE INADOMI | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA LINK | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA TOM MAR | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLEY RYAN | SCHOOL LIAISON Trustee or director | 2 | $0 |
| VIVIAN CHAN | COMMTY LIAISON Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2450 ADAIR ST, SAN MARINO, CA 91108-2610
- Principal officer (990 for 2025)
- STEPHANIE DUNCAN, 2450 ADAIR STREET, SAN MARINO, CA 91108
- Signed the 990
- JENNIFER CHEN, Treasurer
- Phone
- (626) 278-2438
- Return prepared by
- LEE SPERLING HISAMUNEACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3839982 or by the name SAN MARINO P T AFFILIATES.
- 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
PROVIDES AND ADMINISTERS A PRIVATE, NON-DISCRIMINATORY SUMMER SCHOOL FOR ELEMENTARY THROUGH HIGH SCHOOL
Program accomplishments
- PROVIDES AND ADMINISTERS A PRIVATE, NON-DISCRIMINATORY SUMMER SCHOOL FOR ELEMENTARY THROUGH HIGH SCHOOL.Expenses $494,375 · revenue $581,969
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3839982
- 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
- 1986
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $368,904
- Income (IRS master file)
- $581,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $577,737 | $516,989 | $368,904 | XML |
| 990 | February 2025 | $567,926 | $612,920 | $308,156 | XML |
| 990 | February 2024 | $596,325 | $419,458 | $353,150 | XML |
| 990 | February 2023 | $556,793 | $909,535 | $176,283 | XML |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 95-3839982).
Questions about SAN MARINO P T AFFILIATES
- What is the EIN of SAN MARINO P T AFFILIATES?
- The employer identification number (EIN) of SAN MARINO P T AFFILIATES is 95-3839982.
- Is SAN MARINO P T AFFILIATES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SAN MARINO P T AFFILIATES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN MARINO P T AFFILIATES 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 P T AFFILIATES due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN MARINO P T AFFILIATES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who is the principal officer of SAN MARINO P T AFFILIATES?
- The 990 for the year ended February 28, 2026 names STEPHANIE DUNCAN.
- Who are the officers and directors of SAN MARINO P T AFFILIATES?
- The 990 for the year ended February 28, 2026 lists 22 people; 0 received compensation from the organization.
- How much revenue does SAN MARINO P T AFFILIATES have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $577,737, expenses of $516,989 and total assets of $368,904 at year end.
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