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THE CALIFORNIA EDUCATION PARTNERS

EIN 80-0562254 SAN FRANCISCO, CA

Revenue 2025
$6,542,736
Expenses 2025
$7,065,041

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

As filed

Subsection
03
NTEE code
B99
Classification
2000
Street
1 LOMBARD ST STE 305

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $6,542,736
    Expenses
    $7,065,041
    Contributions
    $3,855,448
    Grants paid
    $0
  • 2024
    Revenue
    $10,259,164
    Expenses
    $7,190,210
    Contributions
    $7,657,382
    Grants paid
    $0
  • 2023
    Revenue
    $5,385,022
    Expenses
    $6,837,661
    Contributions
    $4,195,000
    Grants paid
    $0
  • 2022
    Revenue
    $6,018,107
    Expenses
    $6,611,979
    Contributions
    $5,245,200
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $6,217,445
    Expenses
    $6,656,052
    Assets (EOY)
    $15,333,708

  • 2020 · 990

    Revenue
    $3,815,957
    Expenses
    $6,406,508
    Assets (EOY)
    $15,649,827

  • 2019 · 990

    Revenue
    $3,143,659
    Expenses
    $6,334,357
    Assets (EOY)
    $18,242,221

  • 2018 · 990

    Revenue
    $15,469,523
    Expenses
    $6,026,568
    Assets (EOY)
    $21,569,292

  • 2017 · 990

    Revenue
    $4,291,160
    Expenses
    $4,870,490
    Assets (EOY)
    $12,498,372

  • 2016 · 990

    Revenue
    $12,773,551
    Expenses
    $4,302,353
    Assets (EOY)
    $13,213,599

  • 2015 · 990

    Revenue
    $6,782,648
    Expenses
    $4,963,541
    Assets (EOY)
    $5,432,046

  • 2014 · 990

    Revenue
    $7,949,821
    Expenses
    $5,470,222
    Assets (EOY)
    $4,544,138

  • 2013 · 990

    Revenue
    $2,987,761
    Expenses
    $3,343,523
    Assets (EOY)
    $1,993,885

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,394,719
    Assets (EOY)
    $2,803,124

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.