Form 990 for tax year 2024

Filed by ENCINITAS EDUCATIONAL FOUNDATION.

Totals

Total revenue: $1,192,375
Total expenses: $1,063,151
Contributions and grants received: $1,138,888
Grants paid: $717,246
Program service revenue: $53,487
Investment income: $0
Other revenue: $0
Total assets, end of year: $1,105,138
Total liabilities, end of year: $90,576
Net assets or fund balances, end of year: $1,014,562
Program services expenses (Part IX): $768,307
Management and general expenses: $58,613
Fundraising expenses: $236,231
Program service expenses (Part III): $768,307

Program services were 72.3% 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.

1a · Federated campaigns

$24,723
1b · Membership dues

$0
1c · Fundraising events

$931,840
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$182,325
1g · Noncash contributions included above

$0
2a · Program service revenue: Concert Band Program

total $33,665 · related or exempt $33,665 · unrelated business $0 · excluded $0
2b · Program service revenue: Rotary Food & Wine Festival

total $19,822 · related or exempt $19,822 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $717,246 · program services $717,246
11c · Fees: accounting

total $42,000 · management and general $42,000
13 · Office expenses

total $1,865 · management and general $1,865
14 · Information technology

total $6,425 · management and general $6,425
23 · Insurance

total $8,323 · management and general $8,323
24a · Other expenses: Parent Night Out_Including Auctions

total $184,465 · program services $0 · management and general $0 · fundraising $184,465
24b · Other expenses: Fall Festival/Carnivals

total $36,185 · program services $0 · management and general $0 · fundraising $36,185
24c · Other expenses: Concert Band

total $40,982 · program services $40,982 · management and general $0 · fundraising $0
24d · Other expenses: Other Expenses

total $25,660 · program services $10,079 · management and general $0 · fundraising $15,581
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $999,059 · end of year $1,105,138
17 · Accounts payable and accrued expenses

beginning of year $113,742 · end of year $90,576
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $885,317 · end of year $1,014,562

Mission and programs · 2024

Mission

To partner with our community and raise funds to support and provide resources to the Encinitas Union School District (EUSD) Enrichment Teachers and Programs at all of our Chapters

Activities or mission (Part I)

To partner with our community and raise funds to support and provide resources to the Encinitas Union School District (EUSD) Enrichment Teachers, Programs, Curriculm, etc at each of our Site Chapters and support our Focus Chapters

Donations to the Nine (9) elementary schools within EUSD (SITE CHAPTERS) plus the additional FOCUS CHAPTERS of Special Education (SPED), MATH 24, and Farm Lab (DREAMS CAMPUS) continue to provide and further educational programs such as Technology, Art, Science, Garden Science and Nutrition, Music, PE, Reading & Math Intervention, Spanish, and other areas deemed needed by the chapters. In addition, these donations provide the resources needed to support programs such as Playground Partners, Fit Kids, SOAR/Buddy Benches, Curriculum Enhancement Materials, Science Lab Equipment and Supplies, Art Studio Supplies and Curriculum, Garden Science Nutrition Kitchen Supplies and Equipment, and many other Teacher/Classroom needs as requested. Each school site/chapter creates fundraising events to support the needs of its site/chapter. The Fall Pledge Drive/Annual Give Campaign, Spring Galas/Auction/Parent Night Outs, Carnivals/Festivals, Pancake Breakfasts, Bowl/Cheer/Jog/Jump/Read a Thons, etc are examples of events at each CHAPTER used to raise donations to support the programs at the CHAPTERS

Expenses $717,247 · Grants $179,837
EEF runs an after school Concert Band & Strings Program that is tuition based and instructors are paid

Expenses $40,982 · Revenue $33,665
EEF runs a tuition-free after school choir that we pay a small fee to our choir leads and assistants and Choir Director, plus sell Choir Merchandise

Expenses $10,078
We are the beneficiary of the Wine and Food Festival each year to support our programs

Revenue $19,822

As filed on the 2024 return.

Listed in Part VII

Emily Andrade

Director

Total calculated

$0

Hours/week

1
Allison Banks

Director

Total calculated

$0

Hours/week

1
Jennifer Moss

Director

Total calculated

$0

Hours/week

1
Cheri Pierce

Director

Total calculated

$0

Hours/week

1
Kavitta Allem

Director

Total calculated

$0

Hours/week

1
Gregory Harris

Director

Total calculated

$0

Hours/week

1
Stephanie Clifford

Director

Total calculated

$0

Hours/week

1
Emily Rose Jullie

Director

Total calculated

$0

Hours/week

1
Elaine V Trouyet

Treasurer

Total calculated

$0

Hours/week

1
Jeff Ladman

President

Total calculated

$0

Hours/week

1
Elizabeth Thompson

Director

Total calculated

$0

Hours/week

1
Amy Illingworth

Director

Total calculated

$0

Hours/week

1
Susan Grant Legacki

Secretary

Total calculated

$0

Hours/week

3

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.

Grants on this return

Encinitas Union School District (EUSD)

$717,247

EEF sends funds to EUSD for the payment of Enrichment and Student Program Support Teachers, including Math & Reading Intervention. Also funds for Curriculum and Programs for our Site and Focus Chapters. EUSD executes and maintains all contracts with Teachers, Vendors, and Consultants for Technology, STEM, Science, Music, Arts, Reading, Garden Science and Nutrition, Language, Health and Wellness, etc. EEF also sends funds to reimburse EUSD for the resources to support Teachers and Programs to include Science Materials, PE Equipment, Special Education Mini-Grants, Art Materials, Curriculum Support Materials, to name a few. Each EEF Chapter agrees to the need for Teachers and Programs annually based on their prior year fundraising efforts. The EEF Advisory Committee (EAC) approves the budget and all funds tagged to be released to EUSD via Meeting Minutes prior to any funds being released. The EAC is governed by the EEF Bylaws

Provenance

Return type: form_990
Tax year: 2024
Filed: 29 October 2025
IRS schema version: 2024v5.0
Source object: 202503029349301510

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