SAN LUIS COASTAL EDUCATION FOUNDATION

EIN: 824196024 501(c)(3) Education

SAN LUIS OBISPO, CA

Total Revenue
$853,252
Total Expenses
$708,646
Total Assets
$13,872,564
Net Assets
$13,559,428
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
DAVID MITCHELL
Phone
8055491300
Tax Period
2024-07-01 to 2025-06-30

SAN LUIS COASTAL EDUCATION FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $853K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $145K, a strong 17% operating margin.

Mission

PARTNER WITH PUBLIC AND PRIVATE SECTORS TO SUPPORT CREATIVE AND INNOVATIVE PROGRAMS FOR THE BENEFIT OF STUDENTS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS OF ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $347,827

THE IINNOVATE PROGRAM IS A MULTI-YEAR INITIATIVE TO MEANINGFULLY AND EQUITABLY INTEGRATE 21ST CENTURY HANDS-ON LEARNING ACROSS THE SCHOOL DISTRICT'S TEN ELEMENTARY SCHOOLS. THE IINNOVATE INITIATIVE...

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THE IINNOVATE PROGRAM IS A MULTI-YEAR INITIATIVE TO MEANINGFULLY AND EQUITABLY INTEGRATE 21ST CENTURY HANDS-ON LEARNING ACROSS THE SCHOOL DISTRICT'S TEN ELEMENTARY SCHOOLS. THE IINNOVATE INITIATIVE SEEKS TO REIMAGINE THE TRADITIONAL FRAMEWORK OF INSTRUCTION IN ORDER TO PREPARE STUDENTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO SUCCEED IN A CHANGING GLOBAL ECONOMY.

Program 2
Expenses: $38,140

THE OPPORTUNITY PROGRAM IS A MULTI-FACETED AND HIGH IMPACT INITIATIVE TO ELEVATE STUDENTS PERSONALLY, ACADEMICALLY, AND SOCIALLY. EXPERIENCES THAT STUDENTS HAVE IN ELEMENTARY AND MIDDLE SCHOOL CAN...

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THE OPPORTUNITY PROGRAM IS A MULTI-FACETED AND HIGH IMPACT INITIATIVE TO ELEVATE STUDENTS PERSONALLY, ACADEMICALLY, AND SOCIALLY. EXPERIENCES THAT STUDENTS HAVE IN ELEMENTARY AND MIDDLE SCHOOL CAN LAY THE GROUNDWORK FOR FUTURE ACHIEVEMENT. RESEARCH SHOWS THAT CRITICAL PROGRAMS SUCH AS TEAM SPORTS, OUTDOOR EDUCATION AND REMOVING BARRIERS FOR FIRST GENERATION STUDENTS, HELP SET KIDS UP WITH THE ESSENTIAL SKILLS FOR FUTURE PERSONAL AND PROFESSIONAL SUCCESS. THE OPPORTUNITY PROGRAM INCLUDES MULTIPLE FUNDS WITH THE GOAL OF PARTNERING WITH THE SCHOOL DISTRICT TO OFFER A YEAR-ROUND ELEMENTARY SPORTS PROGRAM FOCUSED ON DEVELOPING STUDENT LEADERSHIP & ACADEMIC EXCELLENCE, EQUITABLE ACCESS FOR ALL STUDENTS TO EXPERIENCE OVERNIGHT SCIENCE CAMP AND REMOVING BARRIERS FOR FIRST-GENERATION STUDENTS AND EMPOWERING THEM TO REACH FOR THEIR GOALS.

Program 3
Expenses: $45,429

THE GRANTMAKING PROGRAM SEEKS TO INSPIRE OUR STUDENT AND TEACHER PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE AND ACCOMPLISH PROJECTS THEY...

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THE GRANTMAKING PROGRAM SEEKS TO INSPIRE OUR STUDENT AND TEACHER PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE AND ACCOMPLISH PROJECTS THEY NEVER BEFORE THOUGHT POSSIBLE. THE GRANTMAKING PROGRAM PROVIDES FUNDING OPPORTUNITIES THAT ARE DESIGNED TO ENCOURAGE, FACILITATE, RECOGNIZE AND REWARD INNOVATIVE AND IMPACTFUL EDUCATIONAL ACTIVITIES THAT ACCOMPLISH THE PROGRAM PRIORITIES SHARED BY THE FOUNDATION AND SCHOOL DISTRICT.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $537,257
Program Service Revenue $0
Investment Income $352,527
Other Revenue $-36,532
TOTAL REVENUE $853,252

Expense Breakdown

Grants Paid $400,268
Salaries & Benefits $156,193
Fundraising Expenses $200,135
Program Expenses $431,396
Other Expenses $152,185
TOTAL EXPENSES $708,646

Year-over-Year Comparison

2024 2023 Change
Revenue $853,252 $1,273,013 -0.3%
Expenses $708,646 $694,890 +0.0%
Net Income $144,606 $578,123 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
2
Volunteers
50

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
4
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MITCHELL PRESIDENT 4.00
Officer Director
$0 $0 $0
BETH MARINO SECRETARY 2.00
Officer Director
$0 $0 $0
LYLE MEEK INTERIM TREASURER 4.00
Officer Director
$0 $0 $0
MOLLY ATTALA DIRECTOR 2.00
Director
$0 $0 $0
DAVE BERNHARDT DIRECTOR 2.00
Director
$0 $0 $0
KELLI COLE DIRECTOR 2.00
Director
$0 $0 $0
JANET GOULD DIRECTOR 2.00
Director
$0 $0 $0
JEANIE HANSON DIRECTOR (PART YEAR) 2.00
Director
$0 $0 $0
LINDSEY HARING DIRECTOR 2.00
Director
$0 $0 $0
RON HOLCOMBE DIRECTOR 2.00
Director
$0 $0 $0
MELISSA JAMES DIRECTOR 2.00
Director
$0 $0 $0
STEVE JOBST DIRECTOR 2.00
Director
$0 $0 $0
JOEY LESLIE DIRECTOR 2.00
Director
$0 $0 $0
MARTY MOROSKI DIRECTOR 2.00
Director
$0 $0 $0
STEPHANIE SHEPHERD DIRECTOR 2.00
Director
$0 $0 $0
CLINT SLAUGHTER DIRECTOR 2.00
Director
$0 $0 $0
ANDREA SODERIN DIRECTOR 2.00
Director
$0 $0 $0
BILL THOMA DIRECTOR 2.00
Director
$0 $0 $0
MATTHEW WOODS DIRECTOR 2.00
Director
$0 $0 $0
LISA YAMASHITA DIRECTOR 2.00
Director
$0 $0 $0
CHRISTINE ROBERTSON EXECUTIVE DIRECTOR (NON-VOTING) 40.00
Officer
$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 $853,252 $708,646 $13,872,564 $144,606
2024 $1,273,013 $694,890 $12,630,610 $578,123
2023 $599,497 $667,886 $11,200,562 $-68,389
2022 $777,197 $428,764 $10,473,859 $348,433
2021 $597,581 $968,893 $11,827,856 $-371,312
2020 $11,388,189 $374,505 $11,205,819 $11,013,684
2019 $77,629 $5,524 $77,600 $72,105
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