Encinitas Educational Foundation FY2021 filing

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EIN 33-0178719 Public charity (501(c)(3)) Encinitas, CA
Form 990 (PDF)

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Revenue & expenses by yearFY2021–FY2025
Revenue
$331K
FY2021
Expenses
$392K
FY2021

Form 990 for the fiscal year ending June 2021 (IRS tax year 2020).


Funds and resources support school enrichment teachers and programs. For fiscal year 2021 it reported $331K in revenue, $392K in expenses, and $1.2M in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Encinitas, CA
Website
encinitaseducationalfoundation.org
Filings
5 on file (2021–2021)
Revenue
$331KFY2021
Expenses
$392K
Net assets
$1.2M
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Provided by the organization

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Size
$1–10M
What they do
Funds and resources support school enrichment teachers and programs.
Money in and out
$331K revenue, $392K expenses
Bottom line
-18% surplus margin

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Filed FY2024 (typical filing lag)

Most recent Form 990 on file is for fiscal year 2024 (2 years ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

5 funders, incl. Frontstream Global Fund

5 distinct foundation funder(s) on file, $260K received in the most recent year with grants. See detail →

How is the money spent?

GOOD

90% to programs

90% of total functional expenses went to program services in the most recent filing (Form 990 Part IX); the rest is overhead and fundraising. See detail →

What's its financial size and trend?

NEUTRAL

$1–10M

Revenue band $1–10M. Not enough years on file for a trend. See detail →

Where the money goes · FY2021
Total revenue
$331K
Pt VIII · Ln 12
Total expenses
$392K
Pt IX · Ln 25
Net assets
$1.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$61K
Where spending went · Part IX cols B–D
Program services $0.90 Management & general $0.08 Fundraising $0.02
Surplus margin
-18%
revenue over expenses, this year
Donor-funded
94%
of revenue is gifts & grants

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Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$1.2M
FY2021
Total liabilities
$21K
FY2021
Revenue less expensesPt I · Ln 19−$61K
Total assetsPt X · Ln 16$1.2M
Program-expense ratioPt IX · col B90%
Voting members of governing bodyPt I · Ln 3pending
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CEncinitas Educational Foundation
EINHdr · item D33-0178719
Principal addressHdr · item CEncinitas, CA
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFDec 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Encinitas Educational Foundation executive salaries →

Statement of Revenue

Part VIII
Contributions & grants$313K · 94%
Other revenue$19K · 6%
Contributions & grants94%$313K
Other revenue6%$19K
Total revenueLn 12$331K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.90 Management & general $0.08 Fundraising $0.02
Program services90%$355K
Management & general8%$30K
Fundraising2%$8K
Total functional expensesLn 25$392K

Balance Sheet

Part X · end of year
CashLn 1—
Total assetsLn 16$1.2M
Total liabilitiesLn 26$21K
Total net assetsLn 32$1.2M

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves — · Operating expenses/yr $392K
Highly liquid reserves (cash & marketable securities on Pt X) ÷ monthly operating expenses (Pt IX total, less non-cash grants & depreciation when reported).
Where the money goes
Program services
Program services — · Total expenses $392K
—
Management & General
Management & general — · Total expenses $392K
—
Fundraising
Fundraising — · Total expenses $392K
—
Cost to raise $1
Fundraising expense — · Solicited contributions —
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $313K · Total revenue $331K
94%
Government reliance
Government grants — · Total revenue $331K
—
Earned-income share
Program service revenue — · Total revenue $331K
—
Investment reliance
Investment income — · Total revenue $331K
—
Program self-sufficiency
Program service revenue — · Total expenses $392K
—
Growth & trend
Revenue growth (YoY)
This year $331K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $331K · Expenses $392K
-18%
Liabilities-to-Assets
Total liabilities — · Total assets $1.2M
—
Net-asset ratio
Net assets $1.2M · Total assets $1.2M
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.2M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $392K
No individual compensation reported on this filing
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $392K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 90%——
Overhead ratio 8%——
Fundraising cost ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 4 grants · $3.2M · 2021–2024
Encinitas Union School District (eusd)FY2024$717,247
Encinitas Union School DistrictFY2023$1,110,525
Encinitas Union School District (eusd)FY2022$883,338
Encinitas Union School District (eusd)FY2021$457,617

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.2M revenue · ⤓ 990 PDF
FY2024$1.1M revenue · ⤓ 990 PDF
FY2023$1.1M revenue · ⤓ 990 PDF
FY2022$728K revenue · ⤓ 990 PDF
FY2021$331K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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