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The San Clemente Educational Foundation FY2020 filing

Tax-deductible

San Clemente, CA501(c)(3)Since 2004Education EIN 33-0894594Revenue $183K in FY2020

On file with the IRSschsef.org700 Ave Pico, 92673-0000 · San Clemente, CATax-exempt since Feb 2001Publicly supported charity — 170(b)(1)(A)(vi)

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To provide supplemental funding for academic programs.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $17K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
71 mo
of spending, in cash
Looks good: 70.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $13K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 16 voting members
Concern: none of 16 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$183K
Spent
$149K
To programs
91%
Net assets
$880K
By yearFY2020–FY2025
Revenue
$183K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$183K
FY2021$185K
FY2022$222K
FY2023$268K
FY2024$238K
FY2025$358K
Expenses
$149K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$149K
FY2021$50K
FY2022$134K
FY2023$368K
FY2024$220K
FY2025$428K
Net assets
$880K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$880K
FY2021$1.0M
FY2022$1.0M
FY2023$1.0M
FY2024$1.1M
FY2025$1.0M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $135K Management & general 9% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990.

Part VII, Section A · reportable compensation
Kati Bennett
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Denault
Advisory Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Julie Hatoff
Director
$0Pt VII · Sec A
Paul Huffman
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See The San Clemente Educational Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds academic programs to enhance educational opportunities.

Questions for The San Clemente Educational Foundation

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Provided by the organization

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1 program · $135K · in their own filed words · FY2020
01

Organization provides supplemental funding for academic enrichment programs that san clemente high school does not have the budget to provide.

$135Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$12K
Sonance FoundationFY2024$521
Total grants receivedfrom 2 funders$13K
Grants paid · 16 grants · $760K · 2023–2025
Capistrano Unified School DisFY2025$219,327
Capistrano Unified School DisFY2025$48,748
Capistrano Unified School DisFY2025$24,550
Capistrano Unified School DisFY2025$24,521
Capistrano Unified School DisFY2025$23,852
Capistrano Unified School DisFY2025$17,859
Capistrano Unified School DisFY2025$13,255
Capistrano Unified School DisFY2025$7,900
Capistrano Unified School District School Facilities CorporationCA · FY2024$46,997
Capistrano Unified School District School Facilities CorporationCA · FY2024$40,242
Capistrano Unified School District School Facilities CorporationCA · FY2024$26,500
Capistrano Unified School District School Facilities CorporationCA · FY2024$22,753
Capistrano Unified School District School Facilities CorporationCA · FY2024$14,793
Capistrano Unified School District School Facilities CorporationCA · FY2024$13,187
Capistrano Unified School District School Facilities CorporationCA · FY2024$9,000
San Clemente High SchoolFY2023$206,442

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$183K
Ln 12
Gifts and grantsLn 1h$86K
Other incomeLn 4–11$78K
Investment incomeLn 3$20K
Money outPt IX
$149K
Ln 25
Programscol B$135K
Managementcol C$14K
Owns and owesPt X
$880K
net assets · Ln 32
Cash and savingsLn 1–2$880K
Total assetsLn 16$880K
LiabilitiesLn 26$0
PeoplePt VI, VII
24
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$86K
Investment incomeLn 3$20K
Other incomeLn 4–11$78K
Total revenueLn 12$183K
Assets in detailPt X, end of year
CashLn 1$391K
SavingsLn 2$489K
Cash and savings togetherLn 1–2$880K
Total assetsLn 16$880K
LiabilitiesLn 26$0
Net assetsLn 32$880K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$846K$880K
Total assetsLn 16$846K$880K
LiabilitiesLn 26$0$0
Net assetsLn 32$846K$880K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$135K$135K
Office expensesLn 13$2K$2K
Other expenses (24a–d)Ln 24$12K$12K
All other expensesLn 24e$110$110
Total functional expensesLn 25$149K$135K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $358K$428K−$70K$1.0M 990 PDF
FY2024 $238K$220K$17K$1.1M 990 PDF
FY2023 $268K$368K−$100K$1.0M 990 PDF
FY2022 $222K$134K$87K$1.0M 990 PDF
FY2021 $185K$50K$135K$1.0M 990 PDF
FY2020 Viewing $183K$149K$34K$880K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $183,115 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,569$85,523
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $17,996$19,596
I-11 Other revenuePrior year $165,662$77,996
I-12 Total revenuePrior year $208,227$183,115
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $79,927$135,236
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,078$14,120
I-18 Total expensesPrior year $90,005$149,356
I-19 Revenue less expensesPrior year $118,222$33,759
Part VI · Governance 0 of 16 board members independent, 4 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $183,115 across 5 lines filed
VIII-1f All other contributions, gifts and grants$85,523
VIII-1h Total contributions, gifts and grants$85,523
VIII-3 Investment incomeUnrelated business $19,596$19,596
VIII-8 Net income from fundraising eventsExcluded from tax $77,996$77,996
VIII-12 Total revenueRelated to mission $0 · Unrelated business $19,596 · Excluded from tax $77,996$183,115
Part IX · Statement of functional expenses $149,356 across 4 lines filed
IX-4 Benefits paid to or for membersPrograms $135,236$135,236
IX-13 Office expensesManagement $2,225$2,225
IX-24 Other expenses (24a–d)Management $11,785$11,785
IX-24e All other expensesManagement $110$110
IX-25 Total functional expensesPrograms $135,236 · Management $14,120 · Fundraising $0$149,356
Part X · Balance sheet $879,909 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $377,114$391,287
X-2 Savings and temporary cash investmentsStart of year $469,036$488,622
X-16 Total assetsStart of year $846,150$879,909
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $846,150$879,909
X-33 Total liabilities and net assetsStart of year $846,150$879,909
Part XI · Reconciliation of net assets $879,909 net assets at year end
XI-1 Total revenue$183,115
XI-2 Total expenses$149,356
XI-3 Revenue less expenses$33,759
XI-4 Net assets at start of year$846,150
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$879,909

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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