SAN LUIS COASTAL EDUCATION FOUNDATION Charity Report

Public IRS 990 nonprofit record

SAN LUIS COASTAL EDUCATION FOUNDATION

EIN 82-4196024 · Fund Raising & Fund Distribution - Education (B12)

What they do

PARTNER WITH PUBLIC and PRIVATE SECTORS to SUPPORT CREATIVE and INNOVATIVE PROGRAMS for THE BENEFIT of STUDENTS of THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS of ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES and PROGRAMS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $60.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

50.56%of revenue went to mission work60.9% of expenses · Program services

23.46%of revenue went to fundraising28.2% of expenses

$83.05spent for every $100 of revenueRevenue covered expenses this year.

9.04%of revenue went to management and office costs10.9% of expenses

$19.58in assets for every $1 spent this yearSome assets cannot be spent right away.

63.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$853,252

Mission workProgram services$431,39650.56% of revenue60.9% of expenses

ManagementOffice and general costs$77,1159.04% of revenue10.9% of expenses

FundraisingAsking for donations$200,13523.46% of revenue28.2% of expenses

Revenue left after expensesReported annual surplus$144,60616.95% of revenueShown in gray on the chart

Total expenses$708,64683.05% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 60.9% mission · 10.9% management · 28.2% fundraisingTotal expenses: 83.05% of revenue

2023Expense mix: 55.9% mission · 10.7% management · 33.3% fundraisingTotal expenses: 54.59% of revenue

2022Expense mix: 67.5% mission · 9.0% management · 23.5% fundraisingTotal expenses: 111.41% of revenue

2021Expense mix: 66.1% mission · 13.8% management · 20.1% fundraisingTotal expenses: 55.17% of revenue

2020Expense mix: 95.0% mission · 4.4% management · 0.6% fundraisingTotal expenses: 162.14% of revenue

2019Expense mix: 88.6% mission · 7.3% management · 4.1% fundraisingTotal expenses: 3.29% of revenue

2018Expense mix: 0.0% mission · 50.5% management · 49.5% fundraisingTotal expenses: 7.12% of revenue

Money in and money out

Revenue$853,252

Expenses$708,646

Annual surplus $144,606 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$431,396 · 60.9% of expenses

Management and office costs$77,115 · 10.9% of expenses

Fundraising$200,135 · 28.2% of expenses

See all reported dollar amounts

Revenue$853,252

Expenses$708,646

Assets$13,872,564

Income$889,784

Contributions$537,257

Mission work (program services)$431,396

Fundraising$200,135

Grants given$2,448,093

Average grant$408,016

Management and general$77,115

Stocks and bonds$12,632,779

Accounting fees$15,300

Investing fees$45,662

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (21)

KELLI COLEDIRECTOR

STEVE JOBSTDIRECTOR

STEPHANIE SHEPHERDDIRECTOR

RON HOLCOMBEDIRECTOR

MOLLY ATTALADIRECTOR

MELISSA JAMESDIRECTOR

MATTHEW WOODSDIRECTOR

MARTY MOROSKIDIRECTOR

LYLE MEEKINTERIM TREASURER

LISA YAMASHITADIRECTOR

LINDSEY HARINGDIRECTOR

JOEY LESLIEDIRECTOR

JEANIE HANSONDIRECTOR (PART YEAR)

JANET GOULDDIRECTOR

DAVID MITCHELLPRESIDENT

DAVE BERNHARDTDIRECTOR

CLINT SLAUGHTERDIRECTOR

CHRISTINE ROBERTSONEXECUTIVE DIRECTOR (NON-VOTING)

BILL THOMADIRECTOR

BETH MARINOSECRETARY

ANDREA SODERINDIRECTOR

About this charity

Recognized since: January 2018
Location: 1500 LIZZIE ST, SN LUIS OBISP, CA 93401-3062
County: San Luis Obispo
In care of: DAVID MITCHELL
Primary officer: DAVID MITCHELL, BOARD PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailcrobertson@slcusd.org Phone(805) 549-1300

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GLENN BURDETTE
NTEE classification: Fund Raising & Fund Distribution - Education (B12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes