SAN FRANCISCO EDUCATION FUND Charity Report

Public IRS 990 nonprofit record

SAN FRANCISCO EDUCATION FUND

EIN 94-1592822 · Education N.E.C. (B99)

What they do

The San Francisco Education Fund Advances Equitable Education By Providing Quality Learning Programs, Community Support, and Transformative Financial Resources to Teachers, Students, and Schools.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.40 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 leaders18 people are listed in the latest report.

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

Money made simple

67.08%of revenue went to mission work70.4% of expenses · Program services

9.81%of revenue went to fundraising10.3% of expenses

$95.31spent for every $100 of revenueRevenue covered expenses this year.

18.41%of revenue went to management and office costs19.3% of expenses

$3.63in assets for every $1 spent this yearSome assets cannot be spent right away.

87.2%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.

Pay context: The highest compensation shown in this filing is $184,494 for ANN LEVY WALDEN (CEO). Compare pay with organizations of similar size and complexity.

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$3,872,470

Mission workProgram services$2,597,79267.08% of revenue70.4% of expenses

ManagementOffice and general costs$713,01518.41% of revenue19.3% of expenses

FundraisingAsking for donations$380,0339.81% of revenue10.3% of expenses

Revenue left after expensesReported annual surplus$181,6304.69% of revenueShown in gray on the chart

Total expenses$3,690,84095.31% 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: 70.4% mission · 19.3% management · 10.3% fundraisingTotal expenses: 95.31% of revenue

2023Expense mix: 72.9% mission · 14.4% management · 12.7% fundraisingTotal expenses: 59.33% of revenue

2022Expense mix: 83.6% mission · 5.6% management · 10.8% fundraisingTotal expenses: 97.22% of revenue

2021Expense mix: 90.6% mission · 2.9% management · 6.6% fundraisingTotal expenses: 95.94% of revenue

2020Expense mix: 94.0% mission · 1.7% management · 4.3% fundraisingTotal expenses: 84.24% of revenue

2019Expense mix: 83.3% mission · 6.9% management · 9.8% fundraisingTotal expenses: 118.45% of revenue

2018Expense mix: 86.3% mission · 5.5% management · 8.3% fundraisingTotal expenses: 106.69% of revenue

2017Expense mix: 85.9% mission · 7.5% management · 6.7% fundraisingTotal expenses: 95.87% of revenue

Money in and money out

Revenue$3,872,470

Expenses$3,690,840

Annual surplus $181,630 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)$2,597,792 · 70.4% of expenses

Management and office costs$713,015 · 19.3% of expenses

Fundraising$380,033 · 10.3% of expenses

See all reported dollar amounts

Revenue$3,872,470

Expenses$3,690,840

Assets$13,398,214

Income$4,155,685

Contributions$3,376,753

Mission work (program services)$2,597,792

Fundraising$380,033

Grants given$8,072,944

Average grant$90,707

Management and general$713,015

Executive compensation (total)$162,021

Stocks and bonds$10,829,854

Accounting fees$151,059

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

ANN LEVY WALDENCEO · 40 hrs/week $184,494Base $174,484 · Other $10,010

REBECCA KROLLCOO · 40 hrs/week $169,773Base $159,614 · Other $10,159

LAURA KINGCHIEF DEVELOPMENT & IMPACT OFFICER · 40 hrs/week $133,677Base $124,523 · Other $9,154

JENNY SIEGELSR. DIRECTOR OF PROGRAMS · 40 hrs/week $114,169Base $104,816 · Other $9,353

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

ANN LEVY WALDENCEO

REBECCA KROLLCOO

LAURA KINGCHIEF DEVELOPMENT & IMPACT OFFICER

JENNY SIEGELSR. DIRECTOR OF PROGRAMS

SHALU UMPATHYDIRECTOR

ADAM ANDERSONDIRECTOR

RACHEL PATTERSONDIRECTOR

PRASANTH BODADIRECTOR

MARK MCGEEDIRECTOR

KATHERINE LADDDIRECTOR

JOSUE APARICIODIRECTOR

JOSEPH GHOBRIALDIRECTOR

JAMES KIMDIRECTOR

ERIC JONESDIRECTOR

COURTNEY YOUNG LAWDIRECTOR

BILLY MCRAEDIRECTOR

BECKY KARSHDIRECTOR

ANNE KAUTH WARRENDIRECTOR

About this charity

Recognized since: January 1965
Location: 650 MISSION ST 3RD FLR, SAN FRANCISCO, CA 94105-4059
County: City and County of San Francisco
In care of: Ann Levy Walden
Primary officer: Ann Levy Walden, Chief Executive Officer

How to reach them

WebsiteVisit the charity’s website Emailinfo@sfedfund.org Phone(415) 695-5400

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ROGERS & COMPANY PLLC
NTEE classification: Education N.E.C. (B99)
IRS tax category: Education N.E.C.
Grant-giving organization: Yes