CUPERTINO EDUCATIONAL ENDOWMENT FOUNDATION

EIN: 770073617 501(c)(3) Education

CUPERTINO, CA

Total Revenue
$786,042
Total Expenses
$554,243
Total Assets
$10,197,062
Net Assets
$10,170,694
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
Principal Officer
STUART ROSENBERG
Phone
4082213383
Tax Period
2024-07-01 to 2025-06-30

CUPERTINO EDUCATIONAL ENDOWMENT FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $786K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 29% operating margin.

Mission

CEEF IS AN INDEPENDENT 501(C)(3) NONPROFIT CORPORATION FOUNDED IN 1984. LED BY A VOLUNTEER BOARD OF COMMUNITY LEADERS, OUR MISSION IS TO RAISE AND LEVERAGE PRIVATE SUPPORT TO PROVIDE STABLE, SUSTAINABLE FUNDING THAT ENSURES ONGOING EXCELLENCE AND ENRICHES THE EDUCATIONAL PROGRAM FOR ALL STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT. WE HELP CUSD CONTINUE TO SET THE STANDARD OF QUALITY FOR PUBLIC EDUCATION BY SUPPLEMENTING PUBLIC FUNDS WITH PRIVATE PHILANTHROPY. OVER THE LAST 38 YEARS, CEEF HAS FUNDED ENHANCEMENT PROGRAMS INCLUDING CLASSROOM MUSIC, ARTS, MATH AND TECHNOLOGY; BOLSTERED CLASSROOM EXCELLENCE BY SUPPORTING INNOVATIVE PROFESSIONAL DEVELOPMENT FOR TEACHERS; AND PARTNERED WITH PARENTS AND THE COMMUNITY TO PROTECT TEACHERS' JOBS AND SUSTAIN GREAT EDUCATION IN CUSD.

Program Service Accomplishments

Program 1
Expenses: $477,749

THE FOUNDATION PROVIDES GRANTS SOLELY TO THE CUPERTINO UNION SCHOOL DISTRICT (CUSD) AND ITS SCHOOLS. THE FUNDING TO CUSD ASSISTS IN AFTER SCHOOL EDUCATION, RECREATIONAL ACTIVITIES, AND SPECIFIC...

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THE FOUNDATION PROVIDES GRANTS SOLELY TO THE CUPERTINO UNION SCHOOL DISTRICT (CUSD) AND ITS SCHOOLS. THE FUNDING TO CUSD ASSISTS IN AFTER SCHOOL EDUCATION, RECREATIONAL ACTIVITIES, AND SPECIFIC EDUCATIONAL PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $203,905
Program Service Revenue $0
Investment Income $521,781
Other Revenue $60,356
TOTAL REVENUE $786,042

Expense Breakdown

Grants Paid $458,715
Salaries & Benefits $0
Fundraising Expenses $10,479
Program Expenses $477,749
Other Expenses $95,528
TOTAL EXPENSES $554,243

Year-over-Year Comparison

2024 2023 Change
Revenue $786,042 $466,837 +0.7%
Expenses $554,243 $346,542 +0.6%
Net Income $231,799 $120,295 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
40

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN BLOCK DIRECTOR 2.00
Director
$0 $0 $0
YI DING SECRETARY 2.00
Officer Director
$0 $0 $0
ORRIN MAHONEY DIRECTOR 2.00
Director
$0 $0 $0
KAREN RIZKALLA PRESIDENT 8.00
Officer Director
$0 $0 $0
STUART ROSENBERG CFO & TREASURER 4.00
Officer Director
$0 $0 $0
SANJAY TANDON DIRECTOR 2.00
Director
$0 $0 $0
GINNY SIKRI DIRECTOR 2.00
Director
$0 $0 $0
ARJAY MCCANDLESS DIRECTOR 2.00
Director
$0 $0 $0
SONIA MAIELLO DIRECTOR 2.00
Director
$0 $0 $0
KATIE RIZKALLA DIRECTOR 2.00
Director
$0 $0 $0
LESLIE MAINS DIRECTOR 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $786,042 $554,243 $10,197,062 $231,799
2024 $466,837 $346,542 $9,288,495 $120,295
2023 $149,161 $394,926 $8,254,103 $-245,765
2022 $879,344 $187,926 $7,672,417 $691,418
2021 $413,443 $529,765 $9,199,243 $-116,322
2020 $135,751 $444,129 $7,153,839 $-308,378
2019 $513,168 $637,203 $7,420,460 $-124,035
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