THE CALIFORNIA EDUCATION PARTNERS

EIN: 800562254 501(c)(3) Education

SAN FRANCISCO, CA

Total Revenue
$5,385,022
Total Expenses
$6,837,661
Total Assets
$14,411,799
Net Assets
$12,955,561
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
PHILIP HALPERIN
Phone
4153218017
Tax Period
2023-01-01 to 2023-12-31

THE CALIFORNIA EDUCATION PARTNERS, founded in 2010, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $6.8M exceeded revenue, resulting in a 27% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $5,852,181 Revenue: $865,000

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...

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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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,195,000
Program Service Revenue $865,000
Investment Income $325,022
Other Revenue $0
TOTAL REVENUE $5,385,022

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,393,843
Fundraising Expenses $0
Program Expenses $5,852,181
Other Expenses $2,443,818
TOTAL EXPENSES $6,837,661

Year-over-Year Comparison

2023 2022 Change
Revenue $5,385,022 $6,018,107 -0.1%
Expenses $6,837,661 $6,611,979 +0.0%
Net Income $-1,452,639 $-593,872 +1.4%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
6
Employees
22
Volunteers
6

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
$343,898
Total Directors
10
$343,898
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURA SCHWALM BOARD SECRETARY/CHIEF OF STAFF 40.00
Officer Director
$237,855 $65,559 $303,414
JODEE MARCELLIN DIR OF DISTRICT TO DISTRICT PROG 40.00
Highest
$222,855 $59,166 $282,021
STEVEN KELLNER DIR OF PROG SUSTAINABILITY & GROWTH 40.00
Highest
$222,855 $46,531 $269,386
MELINDA LEUNG CHIEF FINANCIAL OFFICER 40.00
Highest
$223,688 $31,995 $255,683
LAURA WENTWORTH DIRECTOR OF RPP PROGRAM 40.00
Highest
$202,420 $51,925 $254,345
JANNA SMITH DIR OF OPERATIONS, PEOPLE & CULTURE 40.00
Highest
$202,420 $20,806 $223,226
PHILIP HALPERIN BOARD TREASURER/EXECUTIVE DIRECTOR 0.50
Officer Director
$9,100 $31,384 $40,484
MIKE HANSON BOARD MEMBER 0.50
Director
$0 $0 $0
ELLEN MOIR BOARD MEMBER 0.50
Director
$0 $0 $0
JENNIFER O'DAY BOARD MEMBER 0.50
Director
$0 $0 $0
STEFANIE PHILLIPS BOARD MEMBER 0.50
Director
$0 $0 $0
JORGE RUIZ DE VELASCO BOARD CHAIR 0.50
Officer Director
$0 $0 $0
DON SHALVEY BOARD MEMBER 0.50
Director
$0 $0 $0
CHARLENE STRINGHAM BOARD MEMBER 0.50
Director
$0 $0 $0
ADELA JONES BOARD MEMBER 0.50
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
2024 No data No data No data No data
2023 $5,385,022 $6,837,661 $14,411,799 $-1,452,639
2022 $6,018,107 $6,611,979 $15,439,963 $-593,872
2021 $6,217,445 $6,656,052 $15,333,708 $-438,607
2020 $3,815,957 $6,406,508 $15,649,827 $-2,590,551
2019 $3,143,659 $6,334,357 $18,242,221 $-3,190,698
2018 $15,469,523 $6,026,568 $21,569,292 $9,442,955
2017 $4,291,160 $4,870,490 $12,498,372 $-579,330
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