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Nonprofiteer
← THE CALIFORNIA EDUCATION PARTNERS

Form 990 for tax year 2025

Filed by THE CALIFORNIA EDUCATION PARTNERS.

Totals

Total revenue
$6,542,736
Total expenses
$7,065,041
Contributions and grants received
$3,855,448
Grants paid
$0
Program service revenue
$2,143,358
Investment income
$543,930
Other revenue
$0
Total assets, end of year
$17,006,602
Total liabilities, end of year
$1,506,906
Net assets or fund balances, end of year
$15,499,696
Program services expenses (Part IX)
$6,401,667
Management and general expenses
$663,374
Fundraising expenses
$0
Program service expenses (Part III)
$6,401,667

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,855,448

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $2,115,300 · related or exempt $2,115,300

  • 2b · Program service revenue: OTHER REVENUE

    total $28,058 · related or exempt $28,058

  • 3 · Investment income

    total $543,930 · excluded $543,930

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $369,248 · program services $346,997 · management and general $22,251

  • 7 · Other salaries and wages

    total $3,404,204 · program services $3,222,718 · management and general $181,486

  • 8 · Pension plan contributions

    total $192,670 · program services $182,764 · management and general $9,906

  • 9 · Other employee benefits

    total $550,538 · program services $549,123 · management and general $1,415

  • 10 · Payroll taxes

    total $263,799 · program services $249,080 · management and general $14,719

  • 11b · Fees: legal

    total $1,163 · management and general $1,163

  • 11c · Fees: accounting

    total $21,579 · management and general $21,579

  • 11g · Fees: other

    total $649,222 · program services $600,392 · management and general $48,830

  • 14 · Information technology

    total $60,389 · program services $5,716 · management and general $54,673

  • 16 · Occupancy

    total $176,320 · program services $176,024 · management and general $296

  • 17 · Travel

    total $316,753 · program services $223,341 · management and general $93,412

  • 19 · Conferences, conventions and meetings

    total $683,351 · program services $603,683 · management and general $79,668

  • 22 · Depreciation, depletion and amortization

    total $5,056 · management and general $5,056

  • 23 · Insurance

    total $36,911 · management and general $36,911

  • 24a · Other expenses: DISTRICT PROGRAMS

    total $203,826 · program services $203,826

  • 24b · Other expenses: OTHER OPERATING

    total $65,042 · program services $25,615 · management and general $39,427

  • 24c · Other expenses: STAFF DEVELOPMENT AND T

    total $64,970 · program services $12,388 · management and general $52,582

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $287,149 · end of year $152,622

  • 2 · Savings and temporary cash investments

    beginning of year $3,552,788 · end of year $9,850,852

  • 3 · Pledges and grants receivable

    beginning of year $2,065,678 · end of year $1,133,227

  • 4 · Accounts receivable

    beginning of year $309,120 · end of year $166,065

  • 9 · Prepaid expenses and deferred charges

    beginning of year $128,851 · end of year $79,838

  • 10a · Land, buildings and equipment: cost or other basis

    $49,787

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,621

  • 10c · Land, buildings and equipment, net

    beginning of year $7,222 · end of year $2,166

  • 12 · Investments: other securities

    beginning of year $10,518,445 · end of year $5,400,340

  • 15 · Other assets

    beginning of year $492,141 · end of year $221,492

  • 17 · Accounts payable and accrued expenses

    beginning of year $93,267 · end of year $102,902

  • 19 · Deferred revenue

    beginning of year $735,000 · end of year $1,176,700

  • 25 · Other liabilities

    beginning of year $510,012 · end of year $227,304

  • 27 · Net assets without donor restrictions

    beginning of year $12,376,222 · end of year $13,468,149

  • 28 · Net assets with donor restrictions

    beginning of year $3,646,893 · end of year $2,031,547

Mission and programs · 2025

Mission

CALIFORNIA EDUCATION PARTNERS SEEDS AND GROWS COLLABORATIONS AMONG CALIFORNIA'S SCHOOL SYSTEMS, SO THAT THEY INNOVATE, IMPROVE, AND BUILD INTERNAL CAPACITY AS LEARNING ORGANIZATIONS IN ORDER TO CLOSE GAPS AND LEAD HIGH PERFORMING, EQUITABLE SCHOOLS THAT SERVE ALL STUDENTS WELL FOR THE 21ST CENTURY.

Activities or mission (Part I)

SUPPORTING LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS.

  • CALIFORNIA EDUCATION PARTNERS SUPPORTS LEARNING AND COLLABORATION BETWEEN CALIFORNIA'S SCHOOL DISTRICTS AND THEIR PARTNERS TO IMPROVE STUDENT SUCCESS. BUILDING ON THE MOST UP-TO-DATE RESEARCH, EXPERTISE, AND CURRENT ADVANCES IN THE FIELD, THE ORGANIZATION ENABLES LEADING SCHOOL DISTRICTS ACROSS THE STATE TO PARTNER WITH AND LEARN FROM EACH OTHER; TO IMPROVE, INNOVATE, AND BUILD INTERNAL CAPACITY AS LEARNING OPPORTUNITIES; AND TO DESIGN AND IMPLEMENT PROGRAMS AND POLICIES THAT ADVANCE STUDENT ACHIEVEMENT IN THEIR RESPECTIVE DISTRICTS AND, POTENTIALLY, IN DISTRICTS THROUGHOUT CALIFORNIA. THE ORGANIZATION ACHIEVES IMPACT THROUGH MANY PROGRAMS, INCLUDING: (I) ON TRACK-WHICH SUPPORTS STUDENTS TO "GET ON AND STAY ON TRACK" FOR A-G GRADUATION; (II) STANFORD-SEQUOIA K-12 RESEARCH COLLABORATIVE-WHICH IMPROVES A RANGE OF STUDENT OUTCOMES FOR ENGLISH LEARNERS AND INCREASES ACCESS AND EQUITY TO MARGINALIZED GROUPS OF STUDENTS; (III) STANFORD/SFUSD PARTNERSHIP-WHICH SUPPORTS AND PROMOTES INNOVATIVE, PRACTICAL RESEARCH, AND (IV) PRE-K TO 3 COHERENCE COLLABORATION (P3CC)-WHICH RESEARCHES THE EFFECTS OF WHEN A GREAT PRESCHOOL ISN'T ALIGNED WITH K-12 IN CALIFORNIA SCHOOL DISTRICTS.

    Expenses $6,401,667 · Revenue $2,143,358

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laura Schwalm

    BOARD SECRETARY/CHIEF OF STAFF

    Total calculated
    $321,906
    From this org
    $250,268
    From related orgs
    $0
    Other
    $71,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,268
    Bonus
    $0
    Other
    $0
    Deferred
    $15,016
    Nontaxable benefits
    $56,622
    Filer's total
    $321,906

  • Jodee Marcellin

    DIR OF DISTRICT TO DISTRICT PROGRAM

    Total calculated
    $302,899
    From this org
    $235,268
    From related orgs
    $0
    Other
    $67,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,268
    Bonus
    $0
    Other
    $0
    Deferred
    $14,116
    Nontaxable benefits
    $53,515
    Filer's total
    $302,899

  • Steven Kellner

    DIR OF PROG SUSTAINABILITY & GROWTH

    Total calculated
    $289,320
    From this org
    $235,268
    From related orgs
    $0
    Other
    $54,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,268
    Bonus
    $0
    Other
    $0
    Deferred
    $7,058
    Nontaxable benefits
    $46,994
    Filer's total
    $289,320

  • Melinda Leung

    CHIEF FINANCIAL OFFICER

    Total calculated
    $282,450
    From this org
    $245,825
    From related orgs
    $0
    Other
    $36,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,825
    Bonus
    $0
    Other
    $0
    Deferred
    $14,749
    Nontaxable benefits
    $21,876
    Filer's total
    $282,450

  • Laura Wentworth

    DIRECTOR OF RPP PROGRAM

    Total calculated
    $272,497
    From this org
    $213,695
    From related orgs
    $0
    Other
    $58,802
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,695
    Bonus
    $0
    Other
    $0
    Deferred
    $12,822
    Nontaxable benefits
    $45,980
    Filer's total
    $272,497

  • Janna Smith

    DIR OF OPERATIONS, PEOPLE & CULTURE

    Total calculated
    $236,360
    From this org
    $213,695
    From related orgs
    $0
    Other
    $22,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,695
    Bonus
    $0
    Other
    $0
    Deferred
    $12,822
    Nontaxable benefits
    $9,843
    Filer's total
    $236,360

  • Philip Halperin

    BOARD TREASURER/EXECUTIVE DIRECTOR

    Total calculated
    $47,342
    From this org
    $9,100
    From related orgs
    $0
    Other
    $38,242
    Hours/week
    0.5

  • Mike Hanson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ellen Moir

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jennifer O'Day

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Stefanie Phillips

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jorge Ruiz De Velasco

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Adela Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II:
PHILIP HALPERIN WAS AN EMPLOYEE OF SILVER GIVING FOUNDATION, AN UNRELATED ORGANIZATION, WHILE PERFORMING WORK FOR CALIFORNIA EDUCATION PARTNERS. PURSUANT TO A COST-SHARING AGREEMENT, CALIFORNIA EDUCATION PARTNERS, MADE PAYMENTS TO SILVER GIVING FOUNDATION FOR ITS SHARE OF THE ALLOCABLE PORTION OF PHILIP HALPERIN'S TIME FOR CALIFORNIA EDUCATION PARTNERS, WHICH REPRESENTS A FRACTION OF HIS FULL-TIME EMPLOYMENT STATUS; THESE PAYMENTS HAVE BEEN REPORTED AS COMPENSATION ON FORM 990, PART VII, SECTION A.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
31 August 2026
IRS schema version
2025v4.2
Source object
202612459349300336

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