CARPINTERIA EDUCATION FOUNDATION INC
Cite this
Plain text CARPINTERIA EDUCATION FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/770354256. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). CARPINTERIA EDUCATION FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/770354256
MLA “CARPINTERIA EDUCATION FOUNDATION INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/770354256. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $517K · expenses $454K · assets $1.3M
- EIN
- 77-0354256
- Address
- PO BOX 9, CARPINTERIA, CA 93014-0009
- Website
- www.carpeducationfoundation.org
- NTEE code
- B99Z
- Subsection
- 501(c)(3)
- Ruling year
- 1998
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To support the Carpinteria Unified School District
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Pam Werner | Executive Director | 2022-2024 | $75,911 | $170,782 | 1 |
| Patricia Alpert (former) | Executive Dir. | 2011-2014 | $36,000 | $141,923 | 1 |
| Debra Mccarty (former) | Executive Dir. | 2014-2018 | $0 | $78,927 | 1 |
| Pamela Werner (former) | Executive Dir. | 2017-2019 | $21,761 | $46,612 | 1 |
Officers and directors, no compensation reported
27 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Curtis Lopez | Executive Board Member | 2015-2024 | 5 | $0 reported | 6 |
| Casey Balch | President | 2015-2024 | 5 | $0 reported | 2 |
| Jennifer Cota | Vice President | 2023-2024 | 5 | $0 reported | 1 |
| Sally Green | Secretary | 2009-2024 | 5 | $0 reported | 1 |
| Nikki Yamaoka | Board Member | 2015-2024 | 5 | $0 reported | 1 |
| Janie Foley | Board Member | 2015-2024 | 5 | $0 reported | 1 |
| Terra Stephan | Treasurer | 2019-2024 | 5 | $0 reported | 1 |
| Sue Harrison | Board Member | 2016-2024 | 5 | $0 reported | 1 |
| Mary Zeoli | Board Member | 2010-2024 | 5 | $0 reported | 1 |
| Jacqueline Estrada | Board Member | 2023-2024 | 5 | $0 reported | 1 |
| Lynda Fairly | Board Member | 2023-2024 | 5 | $0 reported | 1 |
| Frank Gonzales | Board Member | 2024 | 5 | $0 reported | 1 |
| Sarah Aresco-Smith (former) | Treasurer | 2015-2023 | 2 | $0 reported | 1 |
| Jessica Isaac (former) | Executive Board Member | 2016-2023 | 2 | $0 reported | 1 |
| Monica Solorzano (former) | Board Member | 2022 | 2 | $0 reported | 1 |
| Nancy Garrison (former) | Board Member | 2017-2021 | 4 | $0 reported | 1 |
| Robin Sawaske (former) | Board Member | 2016-2021 | 4 | $0 reported | 1 |
| Ryan Zick (former) | BOARD MEMBER | 2016-2020 | 2 | $0 reported | 2 |
| Tyler Powell (former) | Board Member | 2015-2018 | 2 | $0 reported | 1 |
| Michelle Perry (former) | MEMBER AT LARGE | 2013-2014 | 2 | $0 reported | 1 |
| Paul Pettine (former) | President | 2009-2014 | 2 | $0 reported | 1 |
| Jane Craven (former) | Secretary | 2010-2014 | 2 | $0 reported | 1 |
| Paul Cordeiro (former) | SUPERINTENDENT | 2013-2014 | 2 | $0 reported | 1 |
| Marybeth Carty (former) | ALTERNATE | 2009-2012 | 2 | $0 reported | 1 |
| Bryan Swarm (former) | Treasurer | 2012 | 2 | $0 reported | 1 |
| Edward George (former) | Treasurer | 2009-2011 | 2 | $0 reported | 1 |
| MARIANNE McCARTHY (former) | Treasurer | 2009 | 0 | $0 reported | 1 |
People by year
2024 · 13 people listed · 1 paid, $76K · 1 employee · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Pam Werner | Executive Director | 40 | $68,285 | $0 | $7,626 | $75,911 | 1 |
| Casey Balch | President | 5 | $0 | $0 | $0 | $0 | 2 |
| Jennifer Cota | Vice President | 5 | $0 | $0 | $0 | $0 | 1 |
| Terra Stephan | Treasurer | 5 | $0 | $0 | $0 | $0 | 1 |
| Sally Green | Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
| Curtis Lopez | Executive Board Member | 5 | $0 | $0 | $0 | $0 | 6 |
| Jacqueline Estrada | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Lynda Fairly | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Janie Foley | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Frank Gonzales | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Sue Harrison | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Nikki Yamaoka | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Mary Zeoli | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
2023 · 14 people listed · 1 paid, $49K · 1 employee · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Pam Werner | Executive Director | 40 | $48,584 | $0 | $0 | $48,584 | 1 |
| Casey Balch | President | 6 | $0 | $0 | $0 | $0 | 2 |
| Jennifer Cota | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Sarah Aresco-Smith | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Sally Green | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Jessica Isaac | Executive Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Nikki Yamaoka | Executive Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Lopez | Board Member | 2 | $0 | $0 | $0 | $0 | 6 |
| Janie Foley | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Terra Stephan | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Sue Harrison | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Mary Zeoli | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Jacqueline Estrada | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Lynda Fairly | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 12 people listed · 1 paid, $46K · 1 employee · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Pam Werner | Executive Director | 40 | $46,287 | $0 | $0 | $46,287 | 1 |
| Casey Balch | President | 6 | $0 | $0 | $0 | $0 | 2 |
| Jessica Isaac | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Sarah Aresco-Smith | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Sally Green | Secretary | 6 | $0 | $0 | $0 | $0 | 1 |
| Sue Harrison | Executive Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Curtis Lopez | Board Member | 1 | $0 | $0 | $0 | $0 | 6 |
| Janie Foley | Board Member | 6 | $0 | $0 | $0 | $0 | 1 |
| Terra Stephan | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Nikki Yamaoka | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Mary Zeoli | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Monica Solorzano | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · none paid · 1 employee · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Casey Balch | President | 10 | $0 | $0 | $0 | $0 | 2 |
| Jessica Isaac | Vice President | 4 | $0 | $0 | $0 | $0 | 1 |
| Sarah Aresco-Smith | Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| Sally Green | Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
| Sue Harrison | Executive Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Curtis Lopez | Board Member | 4 | $0 | $0 | $0 | $0 | 6 |
| Janie Foley | Board Member | 5 | $0 | $0 | $0 | $0 | 1 |
| Nancy Garrison | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Robin Sawaske | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Terra Stephan | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Nikki Yamaoka | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Zeoli | Board Member | 4 | $0 | $0 | $0 | $0 | 1 |
2020 · 13 people listed · none paid · 1 employee · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CASEY BALCH | President | 2 | $0 | $0 | $0 | $0 | 2 |
| JESSICA ISAAC | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO- SMITH | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ZICK | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| SUE HARRISON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBIN SAWASKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NANCY GARRISON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TERRA STEPHAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 1 paid, $22K · 1 employee · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA WERNER | Executive Dir. | 2 | $21,761 | $0 | $0 | $21,761 | 1 |
| CASEY BALCH | President | 2 | $0 | $0 | $0 | $0 | 2 |
| JESSICA ISAAC | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO-SMITH | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ZICK | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| SUE HARRISON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBIN SAWASKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NANCY GARRISON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TERRA STEPHAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 15 people listed · 1 paid, $16K · 1 employee · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA WERNER | Executive Dir. | 20 | $15,879 | $0 | $0 | $15,879 | 1 |
| TYLER POWELL | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO-SMITH | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| CASEY BALCH | President | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ZICK | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
| SUE HARRISON | Member at large | 2 | $0 | $0 | $0 | $0 | 1 |
| JESSICA ISAAC | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBIN SAWASKE | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| NANCY GARRISON | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| DEBRA MCCARTY | Executive Dir. | 35 | $0 | $0 | $0 | $0 | 1 |
2017 · 15 people listed · 2 paid, $20K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA MCCARTY | Executive Dir. | 35 | $10,677 | $0 | $0 | $10,677 | 1 |
| PAMELA WERNER | Executive Dir. | 20 | $8,972 | $0 | $0 | $8,972 | 1 |
| TYLER POWELL | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO-SMITH | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| CASEY BALCH | President | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ZICK | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
| SUE HARRISON | Member at large | 2 | $0 | $0 | $0 | $0 | 1 |
| JESSICA ISAAC | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBIN SAWASKE | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| NANCY GARRISON | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 1 paid, $32K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA MCCARTY | Executive Dir. | 35 | $31,500 | $0 | $0 | $31,500 | 1 |
| TYLER POWELL | President | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO-SMITH | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| CASEY BALCH | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN ZICK | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| SUE HARRISON | EXECUTIVE BD MB | 2 | $0 | $0 | $0 | $0 | 1 |
| JESSICA ISAAC | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBIN SAWASKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 9 people listed · 1 paid, $36K · 1 employee · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA MCCARTY | Executive Dir. | 35 | $36,000 | $0 | $0 | $36,000 | 1 |
| TYLER POWELL | President | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH ARESCO-SMITH | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| CASEY BALCH | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| MARY ZEOLI | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS LOPEZ | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 6 |
| JANIE FOLEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| NIKKI YAMAOKA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 8 people listed · 2 paid, $37K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALPERT | Executive Dir. | 35 | $36,000 | $0 | $0 | $36,000 | 1 |
| DEBRA MCCARTY | Executive Dir. | 35 | $750 | $0 | $0 | $750 | 1 |
| MARY ZEOLI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE PERRY | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL PETTINE | President | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE CRAVEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL CORDEIRO | SUPERINTENDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 7 people listed · 1 paid, $36K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALPERT | Executive Dir. | 35 | $35,913 | $0 | $0 | $35,913 | 1 |
| MARY ZEOLI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE PERRY | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL PETTINE | President | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE CRAVEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL CORDEIRO | SUPERINTENDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 7 people listed · 1 paid, $34K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALPERT | Executive Dir. | 35 | $34,260 | $0 | $0 | $34,260 | 1 |
| JANE CRAVEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MARYBETH CARTY | ALTERNATE | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL PETTINE | Past President | 2 | $0 | $0 | $0 | $0 | 1 |
| BRYAN SWARM | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | President | 2 | $0 | $0 | $0 | $0 | 1 |
| MARY ZEOLI | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · 1 paid, $36K · 2 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA ALPERT | Executive Dir. | 35 | $35,750 | $0 | $0 | $35,750 | 1 |
| JANE CRAVEN | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MARYBETH CARTY | ALTERNATE | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL PETTINE | Past President | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD GEORGE | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| SALLY GREEN | President | 2 | $0 | $0 | $0 | $0 | 1 |
| MARY ZEOLI | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · none paid · 2 employees · 45 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALLY GREEN | President | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL PETTINE | Past President | 0 | $0 | $0 | $0 | $0 | 1 |
| MARYBETH CARTY | ALTERNATE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY ZEOLI | Vice President | 0 | $0 | $0 | $0 | $0 | 1 |
| JANE CRAVEN | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| EDWARD GEORGE | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
2009 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARYBETH CARTY | ALTERNATE | 0 | $0 | - | - | $0 | 1 |
| PAUL PETTINE | President | 0 | $0 | - | - | $0 | 1 |
| EDWARD GEORGE | Vice President | 0 | $0 | - | - | $0 | 1 |
| SALLY GREEN | Secretary | 0 | $0 | - | - | $0 | 1 |
| MARIANNE McCARTHY | Treasurer | 0 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 2 grants to organizations · $267K
Listed grants add up to $267,040; the return's “grants paid” expense line says $335,995. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 1 grant to organizations · $96K
Listed grants add up to $96,000; the return's “grants paid” expense line says $253,189. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 2 grants to organizations · $75K
Listed grants add up to $75,394; the return's “grants paid” expense line says $144,394. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 1 grant to organizations · $270K
Listed grants add up to $269,925; the return's “grants paid” expense line says $348,736. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 1 grant to organizations · $773K
Listed grants add up to $772,962; the return's “grants paid” expense line says $804,462. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $185K
Listed grants add up to $184,674; the return's “grants paid” expense line says $201,424. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 1 grant to organizations · $41K
Listed grants add up to $40,981; the return's “grants paid” expense line says $77,481. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 1 grant to organizations · $51K
Listed grants add up to $51,366; the return's “grants paid” expense line says $133,710. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 1 grant to organizations · $370K
Listed grants add up to $370,093; the return's “grants paid” expense line says $416,601. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 1 grant to organizations · $409K
Listed grants add up to $409,219; the return's “grants paid” expense line says $432,269. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 1 grant to organizations · $389K
Listed grants add up to $388,933; the return's “grants paid” expense line says $423,883. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 1 grant to organizations · $267K
2011 · 1 grant to organizations · $349K
Listed grants add up to $349,037; the return's “grants paid” expense line says $377,487. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 1 grant to organizations · $377K
Listed grants add up to $377,084; the return's “grants paid” expense line says $411,334. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $517,347 | $454,074 | $1,266,040 | $1,266,040 | $377,559 | $0 | $68,285 | 1 | 40 |
| 2023 · Form 990 | ||||||||
| $354,070 | $341,863 | $1,177,021 | $1,175,178 | $322,011 | $0 | $54,330 | 1 | 20 |
| 2022 · Form 990 | ||||||||
| $259,098 | $204,572 | $1,102,916 | $1,098,164 | $195,401 | $0 | $46,287 | 1 | 20 |
| 2021 · Form 990 | ||||||||
| $406,879 | $401,005 | $1,000,337 | $995,484 | $420,650 | $0 | $0 | 1 | 20 |
| 2020 · Form 990 | ||||||||
| $886,364 | $842,805 | $1,073,605 | $1,073,605 | $767,624 | $0 | $0 | 1 | 65 |
| 2019 · Form 990 | ||||||||
| $377,356 | $244,489 | $913,880 | $913,880 | $235,948 | $0 | $21,761 | 1 | 65 |
| 2018 · Form 990 | ||||||||
| $290,843 | $230,011 | $805,862 | $805,701 | $115,089 | $0 | $15,879 | 1 | 65 |
| 2017 · Form 990 | ||||||||
| $250,641 | $124,163 | $810,517 | $809,528 | $109,050 | $0 | $19,649 | 2 | 65 |
| 2016 · Form 990 | ||||||||
| $193,123 | $200,482 | $710,216 | $709,592 | $94,165 | $0 | $31,500 | 2 | 65 |
| 2015 · Form 990 | ||||||||
| $538,890 | $496,978 | $688,613 | $688,574 | $414,000 | $0 | $36,000 | 1 | 65 |
| 2014 · Form 990 | ||||||||
| $527,516 | $512,992 | $709,631 | $708,213 | $423,585 | $0 | $36,750 | 2 | 65 |
| 2013 · Form 990 | ||||||||
| $529,950 | $508,269 | $724,914 | $724,720 | $417,694 | $0 | $35,913 | 2 | 65 |
| 2012 · Form 990 | ||||||||
| $403,035 | $335,837 | $666,921 | $666,921 | $294,702 | $0 | $34,260 | 2 | 65 |
| 2011 · Form 990 | ||||||||
| $469,362 | $450,194 | $595,727 | $576,323 | $353,343 | $0 | $35,750 | 2 | 65 |
| 2010 · Form 990 | ||||||||
| $467,341 | $481,995 | $767,281 | $593,239 | $402,122 | $0 | $0 | 2 | 45 |
| 2009 · Form 990EZ | ||||||||
| $185,817 | $204,372 | $603,170 | $522,477 | $130,811 | - | - | - | - |
Funders of this organization
18 grantors reported grants to this organization, $2,896,403 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| MANITOU FUND | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION”, “CARPINTERIA EDUCATION FOUNDATION INC” | 2020-2021 | 2 | $1,300,000 | 2021 | $650,000 | show |
| SANTA BARBARA FOUNDATION | DAF sponsor | Exact | 2011, 2013-2014, 2016-2017, 2020, 2024 | 11 | $844,190 | 2024 | $97,000 | show |
| LACENTRA-SUMERLIN FOUNDATION | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION”, “CARPINTERIA EDUCATION FOUNDATION INC” | 2016, 2020, 2022-2023 | 4 | $336,500 | 2023 | $126,500 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2014-2024 | 11 | $220,000 | 2024 | $20,000 | show |
| TRANSFORMATION TRUST INC | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION INC” | 2010-2011, 2013 | 3 | $60,000 | 2013 | $30,000 | show |
| WHALE BEACH FOUNDATION | Private foundation | Fuzzy filed as “Carpinteria Education Foundation” | 2011-2013 | 3 | $30,000 | 2013 | $10,000 | show |
| SANTA BARBARA BOWL FOUNDATION | Public charity | Exact | 2019 | 1 | $26,818 | 2019 | $26,818 | show |
| HUTTON FOUNDATION A DELAWARE CORP | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION INC” | 2015 | 1 | $25,000 | 2015 | $25,000 | show |
| CALIFORNIA AVOCADO FESTIVAL INC | Public charity | Exact | 2016-2017, 2024 | 3 | $16,000 | 2024 | $6,000 | show |
| HALL WENDEL FOUNDATION | Private foundation | Fuzzy filed as “Carpinteria Education Foundation” | 2017 | 1 | $15,000 | 2017 | $15,000 | show |
| MUFG UNION BANK FOUNDATION AG | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION INC” | 2020-2021 | 2 | $10,000 | 2021 | $5,000 | show |
| FORGOOD INC | DAF sponsor | Exact | 2020 | 1 | $5,130 | 2020 | $5,130 | show |
| AGNES B KLINE MEMORIAL FOUNDATION | Private foundation | Fuzzy filed as “Carpinteria Education Foundation” | 2024-2025 | 2 | $2,100 | 2025 | $1,350 | show |
| ARRILLAGA FOUNDATION | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION”, “CARPINTERIA EDUCATION FOUNDATION INC” | 2016, 2021 | 2 | $2,000 | 2021 | $1,000 | show |
| BENNETT FAMILY FOUNDATION | Private foundation | Fuzzy filed as “Carpinteria Education Foundation” | 2024-2025 | 2 | $1,500 | 2025 | $500 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION”, “CARPINTERIA EDUCATION FOUNDATION INC” | 2013-2015 | 5 | $1,425 | 2015 | $500 | show |
| THE MCINTYRE FOUNDATION | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION” | 2014, 2019 | 2 | $625 | 2019 | $125 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “CARPINTERIA EDUCATION FOUNDATION INC” | 2020-2023 | 4 | $115 | 2023 | $41 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MARTIS VALLEY EDUCATION FOUNDATION | CA | B99 | $520,024 | $1,094,446 | President | $0 | Same NTEE code B99, revenue within 2x, same state |
| ABUNDANT EDUCATION | CA | B99 | $511,956 | $534,939 | Teacher | $120,000 | Same NTEE code B99, revenue within 2x, same state |
| BLUEDOOR EDUCATION CENTER INCORPORATED | CA | B99 | $409,390 | $315,510 | Treasurer | $62,508 | Same NTEE code B99, revenue within 2x, same state |
| CALIFORNIA FIRE CHIEFS EMS FIRE AND EDUCATION FOUNDATION | CA | B99 | $431,781 | $410,577 | Director | $0 | Same NTEE code B99, revenue within 2x, same state |
| CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION | CA | B99 | $477,274 | $517,766 | COO | $37,500 | Same NTEE code B99, revenue within 2x, same state |
| HUS FAMILY FOUNDATION | CA | B99 | $400,735 | $17,215 | President & CEO | $0 | Same NTEE code B99, revenue within 2x, same state |
| ROOTSACTION EDUCATION FUND | CA | B99 | $418,199 | $773,838 | National Director | $98,028 | Same NTEE code B99, revenue within 2x, same state |
| MORNING LIGHT FOUNDATION | CA | B99 | $402,050 | $372,188 | President | $0 | Same NTEE code B99, revenue within 2x, same state |
| AVASANT FOUNDATION | CA | B99 | $419,508 | $195,562 | EXEC DIRECTOR | $4,049 | Same NTEE code B99, revenue within 2x, same state |
| GO AND LOVE FOUNDATION | CA | B99 | $532,991 | $394,444 | CEO | $92,578 | Same NTEE code B99, revenue within 2x, same state |
| GOLDEN STAR EDUCATIONAL SERVICES | CA | B99 | $423,157 | $364,860 | PRESIDENT | $67,368 | Same NTEE code B99, revenue within 2x, same state |
| BELVEDERE-TIBURON LIBRARY FOUNDATION | CA | B99 | $681,346 | $469,923 | President | $0 | Same NTEE code B99, revenue within 2x, same state |
| JHB FOUNDATION | CA | B99 | $500,000 | $401,610 | CEO | $0 | Same NTEE code B99, revenue within 2x, same state |
| SANTA ANA EDUCATION FACILITIES | CA | B99 | $405,308 | $580,596 | EXECUTIVE DIRECTOR | $263,867 | Same NTEE code B99, revenue within 2x, same state |
| UNITED MATH CIRCLES FOUNDATION | CA | B99 | $551,286 | $619,257 | CEO | $108,705 | Same NTEE code B99, revenue within 2x, same state |
| DAYAN FOUNDATION | CA | B99 | $566,989 | $534,787 | President & CEO | $0 | Same NTEE code B99, revenue within 2x, same state |
| PATIENT SAFETY MOVEMENT FOUNDATION | CA | B99 | $716,990 | $734,110 | COO | $232,834 | Same NTEE code B99, revenue within 2x, same state |
| BLACK HOLLYWOOD EDUCATION AND RESOURCE CENTER | CA | B99 | $417,798 | $396,595 | President | $0 | Same NTEE code B99, revenue within 2x, same state |
| LINDEN FAMILY FOUNDATION | CA | B99 | $418,651 | $281,181 | TREASURER | $0 | Same NTEE code B99, revenue within 2x, same state |
| MARY R STAUFFER FOUNDATION | CA | B99 | $492,984 | $499,305 | Director | $0 | Same NTEE code B99, revenue within 2x, same state |
| SATI CENTER FOR BUDDIST STUDIES | CA | B99 | $425,533 | $348,461 | Treasurer | $36,000 | Same NTEE code B99, revenue within 2x, same state |
| ELIZABETH AND MATTHEW FOUNDATION | CA | B99 | $557,646 | $85,331 | CEO | $0 | Same NTEE code B99, revenue within 2x, same state |
| SHAILU & SATISH FAMILY FOUNDATION | CA | B99 | $417,064 | $500,000 | TREASURER | $0 | Same NTEE code B99, revenue within 2x, same state |
| MEIRA & SHAUL G MASSRY FOUNDATION | CA | B99 | $422,630 | $320,313 | Secretary | $0 | Same NTEE code B99, revenue within 2x, same state |
| BRIGHT FUTURES FAMILY FOUNDATION | CA | B99 | $707,130 | $7,130 | CFO | $0 | Same NTEE code B99, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $454,074 spent · pay $81,352 · grants $335,995 · events $39,724
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $267,040 | $267,040 | - | - | 58.8% | |
| Grants to US individuals | $68,955 | $68,955 | - | - | 15.2% | |
| Pay: officers, directors, trustees, key employees | $68,285 | $68,285 | - | - | 15.0% | |
| Other (as described) | Bank/Merchant fees | $9,923 | - | $9,923 | - | 2.2% |
| Other employee benefits | $7,626 | $7,626 | - | - | 1.7% | |
| Fees: accounting | $6,683 | - | $6,683 | - | 1.5% | |
| Office expenses | $5,954 | $2,977 | $2,977 | - | 1.3% | |
| Payroll taxes | $5,441 | $5,441 | - | - | 1.2% | |
| Depreciation and depletion | $5,279 | $5,279 | - | - | 1.2% | |
| Conferences, conventions and meetings | $3,150 | $3,150 | - | - | 0.7% | |
| Occupancy | $2,730 | $2,730 | - | - | 0.6% | |
| Insurance | $1,638 | $1,638 | - | - | 0.4% | |
| Travel | $455 | $455 | - | - | 0.1% | |
| Information technology | $417 | $417 | - | - | 0.1% | |
| Other (as described) | Telephone | $360 | $360 | - | - | 0.1% |
| Other (as described) | Misc. expenses | $96 | $96 | - | - | 0.0% |
| Advertising and promotion | $42 | - | - | $42 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $39,821 | $36,574 | reported apart | |||
| Total | $454,074 | 100% |
2023 · Form 990 · $341,863 spent · pay $60,785 · grants $253,189 · events $42,517
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $139,889 | $139,889 | - | - | 40.9% | |
| Grants to US individuals | $113,300 | $113,300 | - | - | 33.1% | |
| Pay: officers, directors, trustees, key employees | $54,330 | $54,330 | - | - | 15.9% | |
| Other (as described) | Other expenses | $11,422 | $11,422 | - | - | 3.3% |
| Office expenses | $6,605 | $3,303 | $3,302 | - | 1.9% | |
| Payroll taxes | $4,597 | $4,597 | - | - | 1.3% | |
| Fees: accounting | $4,488 | - | $4,488 | - | 1.3% | |
| Occupancy | $2,950 | $2,950 | - | - | 0.9% | |
| Other employee benefits | $1,858 | $1,858 | - | - | 0.5% | |
| Insurance | $810 | $810 | - | - | 0.2% | |
| Advertising and promotion | $530 | - | - | $530 | 0.2% | |
| Other (as described) | Telephone | $440 | $440 | - | - | 0.1% |
| Depreciation and depletion | $398 | $398 | - | - | 0.1% | |
| Information technology | $246 | $246 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $66,354 | $42,517 | reported apart | |||
| Total | $341,863 | 100% |
2022 · Form 990 · $204,572 spent · pay $46,287 · grants $144,394 · events $31,550
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $78,894 | $78,894 | - | - | 38.6% | |
| Grants to US individuals | $65,500 | $65,500 | - | - | 32.0% | |
| Pay: officers, directors, trustees, key employees | $46,287 | $46,287 | - | - | 22.6% | |
| Office expenses | $6,160 | $3,080 | $3,080 | - | 3.0% | |
| Information technology | $4,965 | $4,965 | - | - | 2.4% | |
| Occupancy | $1,133 | $1,133 | - | - | 0.6% | |
| Fees: accounting | $648 | - | $648 | - | 0.3% | |
| Advertising and promotion | $634 | - | - | $634 | 0.3% | |
| Conferences, conventions and meetings | $351 | $351 | - | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $94,896 | $31,199 | reported apart | |||
| Total | $204,572 | 100% |
2021 · Form 990 · $401,005 spent · pay $41,851 · grants $348,736 · events $24,678
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $269,925 | $269,925 | - | - | 67.3% | |
| Grants to US individuals | $78,811 | $78,811 | - | - | 19.7% | |
| Other salaries and wages | $37,433 | $18,717 | $18,716 | - | 9.3% | |
| Payroll taxes | $4,418 | $2,209 | $2,209 | - | 1.1% | |
| Fees: accounting | $4,341 | - | $4,341 | - | 1.1% | |
| Office expenses | $3,587 | - | $3,587 | - | 0.9% | |
| Advertising and promotion | $780 | $780 | - | - | 0.2% | |
| Other (as described) | Telephone | $600 | - | $600 | - | 0.1% |
| Other (as described) | Bank Fees | $468 | - | $468 | - | 0.1% |
| Travel | $429 | $429 | - | - | 0.1% | |
| Other (as described) | Misc | $213 | - | $213 | - | 0.1% |
| Fundraising events Event | direct expenses; gross income $10,907 | $24,678 | reported apart | |||
| Total | $401,005 | 100% |
2020 · Form 990 · $842,805 spent · pay $29,796 · grants $804,462 · events $14,411
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $772,962 | $772,962 | - | - | 91.7% | |
| Grants to US individuals | $31,500 | $31,500 | - | - | 3.7% | |
| Other salaries and wages | $26,152 | $13,076 | $13,076 | - | 3.1% | |
| Payroll taxes | $3,644 | $1,822 | $1,822 | - | 0.4% | |
| Office expenses | $1,866 | - | $1,866 | - | 0.2% | |
| Fees: accounting | $1,781 | - | $1,781 | - | 0.2% | |
| Advertising and promotion | $1,274 | $1,274 | - | - | 0.2% | |
| Other (as described) | MISC | $1,135 | - | $1,135 | - | 0.1% |
| Other (as described) | BANK FEES | $882 | - | $882 | - | 0.1% |
| Insurance | $751 | - | $751 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $436 | - | $436 | - | 0.1% |
| Other (as described) | TELEPHONE | $400 | - | $400 | - | 0.0% |
| All other expenses | $22 | - | $22 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $83,439 | $14,411 | reported apart | |||
| Total | $842,805 | 100% |
2019 · Form 990 · $244,489 spent · pay $23,873 · grants $201,424 · events $30,061
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $184,674 | $184,674 | - | - | 75.5% | |
| Pay: officers, directors, trustees, key employees | $21,761 | - | $21,761 | - | 8.9% | |
| Grants to US individuals | $16,750 | $16,750 | - | - | 6.9% | |
| Fees: investment management | $4,974 | - | $4,974 | - | 2.0% | |
| Advertising and promotion | $4,316 | - | $4,316 | - | 1.8% | |
| Office expenses | $3,798 | - | $3,798 | - | 1.6% | |
| Payroll taxes | $2,112 | - | $2,112 | - | 0.9% | |
| Insurance | $1,816 | - | $1,816 | - | 0.7% | |
| Other (as described) | PAYROLL EXPENSES | $1,300 | - | $1,300 | - | 0.5% |
| All other expenses | $1,019 | - | $1,019 | - | 0.4% | |
| Other (as described) | SEMINARS | $850 | - | $850 | - | 0.3% |
| Other (as described) | TELEPHONE | $480 | - | $480 | - | 0.2% |
| Other (as described) | Postage and Shipping | $321 | - | $321 | - | 0.1% |
| Fees: accounting | $225 | - | $225 | - | 0.1% | |
| Travel | $93 | - | $93 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $130,031 | $30,061 | reported apart | |||
| Total | $244,489 | 100% |
2018 · Form 990 · $230,011 spent · pay $18,764 · grants $187,379 · events $29,594
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $95,270 | $95,270 | - | - | 41.4% | |
| Grants to US organizations and governments | $92,109 | $92,109 | - | - | 40.0% | |
| Pay: officers, directors, trustees, key employees | $15,879 | - | $15,879 | - | 6.9% | |
| Office expenses | $7,306 | - | $7,306 | - | 3.2% | |
| Fees: investment management | $4,781 | - | $4,781 | - | 2.1% | |
| Payroll taxes | $2,885 | - | $2,885 | - | 1.3% | |
| Other (as described) | MERCHANT FEES | $2,796 | - | $2,796 | - | 1.2% |
| Other (as described) | PAYROLL EXPENSES | $2,073 | - | $2,073 | - | 0.9% |
| Fees: accounting | $1,890 | - | $1,890 | - | 0.8% | |
| Insurance | $1,440 | - | $1,440 | - | 0.6% | |
| Advertising and promotion | $1,231 | - | $1,231 | - | 0.5% | |
| Other (as described) | WEBSITE | $979 | - | $979 | - | 0.4% |
| All other expenses | $708 | - | $708 | - | 0.3% | |
| Other (as described) | TELEPHONE | $517 | - | $517 | - | 0.2% |
| Travel | $147 | - | $147 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $123,031 | $29,594 | reported apart | |||
| Total | $230,011 | 100% |
2017 · Form 990 · $124,163 spent · pay $23,165 · grants $77,481 · events $19,291
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $40,981 | $40,981 | - | - | 33.0% | |
| Grants to US individuals | $36,500 | $36,500 | - | - | 29.4% | |
| Pay: officers, directors, trustees, key employees | $19,649 | - | $19,649 | - | 15.8% | |
| Office expenses | $9,305 | - | $9,305 | - | 7.5% | |
| Fees: investment management | $4,788 | - | $4,788 | - | 3.9% | |
| Payroll taxes | $3,516 | - | $3,516 | - | 2.8% | |
| Other (as described) | MERCHANT FEES | $3,300 | - | $3,300 | - | 2.7% |
| Fees: accounting | $2,121 | - | $2,121 | - | 1.7% | |
| Other (as described) | SUPPLIES | $1,200 | - | $1,200 | - | 1.0% |
| Insurance | $1,175 | - | $1,175 | - | 0.9% | |
| Other (as described) | WEBSITE | $880 | - | $880 | - | 0.7% |
| Other (as described) | TELEPHONE | $520 | - | $520 | - | 0.4% |
| Travel | $194 | - | $194 | - | 0.2% | |
| Advertising and promotion | $34 | - | $34 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $128,369 | $19,291 | reported apart | |||
| Total | $124,163 | 100% |
2016 · Form 990 · $200,482 spent · pay $41,589 · grants $133,710 · events $18,619
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $82,344 | $82,344 | - | - | 41.1% | |
| Grants to US individuals | $51,366 | $51,366 | - | - | 25.6% | |
| Pay: officers, directors, trustees, key employees | $31,500 | - | $31,500 | - | 15.7% | |
| Office expenses | $7,054 | - | $7,054 | - | 3.5% | |
| Fees: accounting | $7,050 | - | $7,050 | - | 3.5% | |
| Other salaries and wages | $6,100 | - | $6,100 | - | 3.0% | |
| Payroll taxes | $3,989 | - | $3,989 | - | 2.0% | |
| Advertising and promotion | $3,465 | - | $3,465 | - | 1.7% | |
| Fees: investment management | $3,358 | - | $3,358 | - | 1.7% | |
| Insurance | $706 | - | $706 | - | 0.4% | |
| Other (as described) | SUPPLIES | $629 | - | $629 | - | 0.3% |
| Occupancy | $475 | - | $475 | - | 0.2% | |
| Travel | $471 | - | $471 | - | 0.2% | |
| Conferences, conventions and meetings | $440 | - | $440 | - | 0.2% | |
| Other (as described) | MERCHANT FEES | $435 | - | $435 | - | 0.2% |
| Other (as described) | WEBSITE | $390 | - | $390 | - | 0.2% |
| All other expenses | $360 | - | $360 | - | 0.2% | |
| Other (as described) | TELEPHONE | $320 | - | $320 | - | 0.2% |
| Interest | $30 | - | $30 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $88,134 | $18,179 | reported apart | |||
| Total | $200,482 | 100% |
2015 · Form 990 · $496,978 spent · pay $40,308 · grants $416,601 · events $14,887
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $370,093 | $370,093 | - | - | 74.5% | |
| Grants to US individuals | $46,508 | $46,508 | - | - | 9.4% | |
| Pay: officers, directors, trustees, key employees | $36,000 | - | $36,000 | - | 7.2% | |
| Occupancy | $8,652 | - | $8,652 | - | 1.7% | |
| Fees: accounting | $8,450 | - | $8,450 | - | 1.7% | |
| Advertising and promotion | $8,276 | - | $8,276 | - | 1.7% | |
| Fees: investment management | $4,808 | - | $4,808 | - | 1.0% | |
| Payroll taxes | $4,308 | - | $4,308 | - | 0.9% | |
| Office expenses | $3,774 | - | $3,774 | - | 0.8% | |
| Insurance | $1,831 | - | $1,831 | - | 0.4% | |
| Other (as described) | MERCHANT FEES | $1,415 | - | $1,415 | - | 0.3% |
| Other (as described) | SUPPLIES | $764 | - | $764 | - | 0.2% |
| Other (as described) | TELEPHONE | $733 | - | $733 | - | 0.1% |
| Travel | $648 | - | $648 | - | 0.1% | |
| Conferences, conventions and meetings | $305 | - | $305 | - | 0.1% | |
| Other (as described) | WEBSITE | $280 | - | $280 | - | 0.1% |
| All other expenses | $95 | - | $95 | - | 0.0% | |
| Interest | $38 | - | $38 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $80,575 | $14,582 | reported apart | |||
| Total | $496,978 | 100% |
2014 · Form 990 · $512,992 spent · pay $40,906 · grants $432,269 · events $13,694
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $409,219 | $409,219 | - | - | 79.8% | |
| Pay: officers, directors, trustees, key employees | $36,750 | - | $36,750 | - | 7.2% | |
| Grants to US individuals | $23,050 | $23,050 | - | - | 4.5% | |
| Fees: accounting | $9,150 | - | $9,150 | - | 1.8% | |
| Occupancy | $8,652 | - | $8,652 | - | 1.7% | |
| Fees: investment management | $5,112 | - | $5,112 | - | 1.0% | |
| Fees: lobbying | $5,000 | $5,000 | - | - | 1.0% | |
| Payroll taxes | $4,156 | - | $4,156 | - | 0.8% | |
| Office expenses | $3,209 | - | $3,209 | - | 0.6% | |
| Advertising and promotion | $2,819 | - | $2,819 | - | 0.5% | |
| Other (as described) | SUPPLIES | $1,679 | - | $1,679 | - | 0.3% |
| Other (as described) | MERCHANT FEES | $1,441 | - | $1,441 | - | 0.3% |
| Other (as described) | TELEPHONE | $1,289 | - | $1,289 | - | 0.3% |
| Insurance | $686 | - | $686 | - | 0.1% | |
| Conferences, conventions and meetings | $290 | - | $290 | - | 0.1% | |
| Other (as described) | WEBSITE | $280 | - | $280 | - | 0.1% |
| Travel | $125 | - | $125 | - | 0.0% | |
| All other expenses | $85 | - | $85 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $73,316 | $13,404 | reported apart | |||
| Total | $512,992 | 100% |
2013 · Form 990 · $508,269 spent · pay $40,220 · grants $423,883 · events $12,559
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $388,933 | $388,933 | - | - | 76.5% | |
| Pay: officers, directors, trustees, key employees | $35,913 | - | $35,913 | - | 7.1% | |
| Grants to US individuals | $34,950 | $34,950 | - | - | 6.9% | |
| Fees: accounting | $9,850 | - | $9,850 | - | 1.9% | |
| Occupancy | $8,559 | - | $8,559 | - | 1.7% | |
| Other (as described) | SUPPLIES | $7,401 | - | $7,401 | - | 1.5% |
| Fees: investment management | $4,877 | - | $4,877 | - | 1.0% | |
| Payroll taxes | $4,307 | - | $4,307 | - | 0.8% | |
| Office expenses | $4,120 | - | $4,120 | - | 0.8% | |
| Advertising and promotion | $3,810 | - | $3,810 | - | 0.7% | |
| Other (as described) | MERCHANT FEES | $2,121 | - | $2,121 | - | 0.4% |
| Insurance | $1,686 | - | $1,686 | - | 0.3% | |
| Other (as described) | TELEPHONE | $1,387 | - | $1,387 | - | 0.3% |
| Conferences, conventions and meetings | $138 | - | $138 | - | 0.0% | |
| Travel | $132 | - | $132 | - | 0.0% | |
| Other (as described) | Licenses & Fees | $85 | - | $85 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $83,514 | $12,421 | reported apart | |||
| Total | $508,269 | 100% |
2012 · Form 990 · $335,837 spent · pay $42,032 · grants $268,222 · events $20,322
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $266,872 | $266,872 | - | - | 79.5% | |
| Pay: officers, directors, trustees, key employees | $34,260 | - | $34,260 | - | 10.2% | |
| Office expenses | $8,386 | - | $8,386 | - | 2.5% | |
| Other salaries and wages | $4,250 | - | $4,250 | - | 1.3% | |
| Advertising and promotion | $4,244 | - | $4,244 | - | 1.3% | |
| Payroll taxes | $3,522 | - | $3,522 | - | 1.0% | |
| Other (as described) | SUPPLIES | $2,672 | - | $2,672 | - | 0.8% |
| Fees: investment management | $2,191 | - | $2,191 | - | 0.7% | |
| Fees: accounting | $2,150 | - | $2,150 | - | 0.6% | |
| Other (as described) | TELEPHONE | $1,492 | - | $1,492 | - | 0.4% |
| Grants to US individuals | $1,350 | $1,350 | - | - | 0.4% | |
| Other (as described) | BANK CHARGES | $1,253 | - | $1,253 | - | 0.4% |
| Insurance | $1,116 | - | $1,116 | - | 0.3% | |
| Conferences, conventions and meetings | $960 | - | $960 | - | 0.3% | |
| Occupancy | $690 | - | $690 | - | 0.2% | |
| Other (as described) | WEBSITE | $280 | - | $280 | - | 0.1% |
| Travel | $149 | - | $149 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income - | $19,362 | reported apart | |||
| Total | $335,837 | 100% |
2011 · Form 990 · $450,194 spent · pay $47,751 · grants $377,487 · events $10,713
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $349,037 | $349,037 | - | - | 77.5% | |
| Pay: officers, directors, trustees, key employees | $35,750 | - | $35,750 | - | 7.9% | |
| Grants to US individuals | $28,450 | $28,450 | - | - | 6.3% | |
| Office expenses | $10,264 | - | $10,264 | - | 2.3% | |
| Payroll taxes | $6,001 | - | $6,001 | - | 1.3% | |
| Other salaries and wages | $6,000 | - | $6,000 | - | 1.3% | |
| Advertising and promotion | $3,704 | - | $3,704 | - | 0.8% | |
| Fees: investment management | $3,416 | - | $3,416 | - | 0.8% | |
| Other (as described) | SUPPLIES | $3,049 | - | $3,049 | - | 0.7% |
| Other (as described) | TELEPHONE | $1,474 | - | $1,474 | - | 0.3% |
| Insurance | $1,301 | - | $1,301 | - | 0.3% | |
| Fees: accounting | $750 | - | $750 | - | 0.2% | |
| Other (as described) | BANK CHARGES | $606 | - | $606 | - | 0.1% |
| Other (as described) | WEBSITE | $280 | - | $280 | - | 0.1% |
| Conferences, conventions and meetings | $112 | - | $112 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income - | $10,601 | reported apart | |||
| Total | $450,194 | 100% |
2010 · Form 990 · $481,995 spent · pay $44,150 · grants $411,334 · events $14,273
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $377,084 | $377,084 | - | - | 78.2% | |
| Other salaries and wages | $40,396 | - | $40,396 | - | 8.4% | |
| Grants to US individuals | $34,250 | $34,250 | - | - | 7.1% | |
| Office expenses | $10,599 | - | $10,599 | - | 2.2% | |
| Fees: investment management | $4,537 | - | $4,537 | - | 0.9% | |
| Payroll taxes | $3,754 | - | $3,754 | - | 0.8% | |
| Other (as described) | SUPPLIES | $3,477 | - | $3,477 | - | 0.7% |
| Advertising and promotion | $2,277 | - | $2,277 | - | 0.5% | |
| Conferences, conventions and meetings | $1,454 | - | $1,454 | - | 0.3% | |
| Other (as described) | TELEPHONE | $1,274 | - | $1,274 | - | 0.3% |
| Insurance | $1,157 | - | $1,157 | - | 0.2% | |
| Fees: accounting | $500 | - | $500 | - | 0.1% | |
| Other (as described) | SUMMER SCHOOL | $473 | $473 | - | - | 0.1% |
| Other (as described) | WEBSITE | $280 | - | $280 | - | 0.1% |
| Other (as described) | BANK CHARGES | $259 | - | $259 | - | 0.1% |
| All other expenses | $224 | - | $224 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income - | $12,819 | reported apart | |||
| Total | $481,995 | 100% |
2009 · Form 990EZ · $204,372 spent · pay $41,469 · grants $139,537 · events $15,637
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $139,537 | 68.3% | |
| Salaries, other pay and benefits | $41,469 | 20.3% | |
| Other expenses (detail on Schedule O) | $18,607 | 9.1% | |
| Fees to independent contractors | $4,759 | 2.3% | |
| Fundraising events Event | direct expenses; gross income $65,620 | $15,637 | reported apart |
| Total | $204,372 | 100% |