California Family Foundation

Menlo Park, CA
Tax-exempt since June 1986
EIN: 77-0053005

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Operated a school

Organization is a school. Details are reported on Schedule E.

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$13.1M (2023)

Expenses

$3.89M (2023)

Total Assets

$59.9M (2023)

Total Liabilities

$5.04M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Revenue

$13,097,475

Expenses

$3,894,496

Net Income

$9,202,979

Net Assets

$54,859,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,798,224	82.4%
Program Services	$498,980	3.8%
Investment Income	$624,543	4.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,175,457	9.0%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$271	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$202,246	5.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,112,858	54.3%

Assets/Debt
Total Assets	$59,900,319
Total Liabilities	$5,040,746
Net Assets	$54,859,573

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Priscilla Taylor (Beechwood School Principal)	$140,462	$0	$7,302
Melinda Christopherson (Finance Director)	$96,549	$0	$12,616
Richard Jacobsen (Vice President)	$78,000	$0	$0
Susan Jacobsen (Director)	$0	$0	$0
Howard Pearson (Director)	$0	$0	$0
Lund Smith (Director)	$0	$0	$0
Julia Jacobsen (Secretary)	$0	$0	$0
Michael Jacobsen (President)	$0	$0	$0

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990

Filed on July 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$5,289,194

Expenses

$3,608,410

Net Income

$1,680,784

Net Assets

$45,454,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,480,834	65.8%
Program Services	$465,850	8.8%
Investment Income	$396,763	7.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$945,747	17.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,950,357	54.1%

Assets/Debt
Total Assets	$45,873,339
Total Liabilities	$418,645
Net Assets	$45,454,694

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Priscilla Taylor (Beechwood School Principal)	$136,229	$0	$7,202
Richard Jacobsen (President)	$0	$0	$0
Susan Jacobsen (Director)	$0	$0	$0
Erik Jacobsen (Director)	$0	$0	$0
Julia Jacobsen (Secretary)	$0	$0	$0
Michael Jacobsen (Director)	$0	$0	$0
Rachel Jacobsen (Director)	$0	$0	$0
Kristine Westerlind (Director)	$0	$0	$0
Victor Westerlind (Director)	$0	$0	$0
Boyd Smith Jr (Director)	$0	$0	$0
Hilary Smith (Director)	$0	$0	$0
Lund Smith (Director)	$0	$0	$0
Jenn Smith (Director)	$0	$0	$0
Robert Wheatley (Director)	$0	$0	$0
Lisa Wheatley (Director)	$0	$0	$0
Scott Lambert (Director)	$0	$0	$0
Ellizabeth Lambert (Director)	$0	$0	$0

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990

Filed on July 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$4,270,884

Expenses

$3,341,764

Net Income

$929,120

Net Assets

$45,148,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,216,709	51.9%
Program Services	$453,560	10.6%
Investment Income	$671,026	15.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$929,696	21.8%
Net Fundraising	$0
Sales of Assets	-$107
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,841,552	55.1%

Assets/Debt
Total Assets	$45,166,178
Total Liabilities	$17,371
Net Assets	$45,148,807

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Priscilla Taylor (Beechwood School Principal)	$135,000	$0	$5,933
Richard Jacobsen (President)	$0	$0	$0
Susan Jacobsen (Director)	$0	$0	$0
Erik Jacobsen (Director)	$0	$0	$0
Julia Jacobsen (Secretary)	$0	$0	$0
Michael Jacobsen (Director)	$0	$0	$0
Rachel Jacobsen (Director)	$0	$0	$0
Kristine Westerlind (Director)	$0	$0	$0
Victor Westerlind (Director)	$0	$0	$0
Boyd Smith Jr (Director)	$0	$0	$0
Hilary Smith (Director)	$0	$0	$0
Lund Smith (Director)	$0	$0	$0
Jenn Smith (Director)	$0	$0	$0
Robert Wheatley (Director)	$0	$0	$0
Lisa Wheatley (Director)	$0	$0	$0
Tony Mc Quinn (Director)	$0	$0	$0
Mary Mc Quinn (Director)	$0	$0	$0

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990

Filed on July 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$5,640,063

Expenses

$3,426,333

Net Income

$2,213,730

Net Assets

$41,782,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,948,803	70.0%
Program Services	$420,155	7.4%
Investment Income	$315,691	5.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$955,394	16.9%
Net Fundraising	$0
Sales of Assets	$20	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,912,856	55.8%

Assets/Debt
Total Assets	$41,796,064
Total Liabilities	$13,206
Net Assets	$41,782,858

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
David Laurance (Beechwood School Principal)	$130,180	$0	$16,318
Richard Jacobsen (President)	$0	$0	$0
Susan Jacobsen (Director)	$0	$0	$0
Erik Jacobsen (Director)	$0	$0	$0
Julia Jacobsen (Secretary)	$0	$0	$0
Michael Jacobsen (Director)	$0	$0	$0
Rachel Jacobsen (Director)	$0	$0	$0
Kristine Westerlind (Director)	$0	$0	$0
Victor Westerlind (Director)	$0	$0	$0
Katherine Smith Fields (Executive Director)	$0	$0	$0
Boyd Smith Jr (Director)	$0	$0	$0
Hilary Smith (Director)	$0	$0	$0
Lund Smith (Director)	$0	$0	$0
Jenn Smith (Director)	$0	$0	$0
Robert Wheatley (Director)	$0	$0	$0
Lisa Wheatley (Director)	$0	$0	$0
Tony Mc Quinn (Director)	$0	$0	$0
Mary Mc Quinn (Director)	$0	$0	$0

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990

Filed on July 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$4,490,121

Expenses

$3,430,742

Net Income

$1,059,379

Net Assets

$38,197,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,726,861	60.7%
Program Services	$431,705	9.6%
Investment Income	$330,354	7.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,001,201	22.3%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,857,290	54.1%

Assets/Debt
Total Assets	$38,221,304
Total Liabilities	$24,174
Net Assets	$38,197,130

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Revenue

$3,461,550

Expenses

$3,280,608

Net Income

$180,942

Net Assets

$36,560,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,808,899	52.3%
Program Services	$426,010	12.3%
Investment Income	$228,485	6.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$997,974	28.8%
Net Fundraising	$0
Sales of Assets	$182	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,824,672	55.6%

Assets/Debt
Total Assets	$36,945,512
Total Liabilities	$385,290
Net Assets	$36,560,222

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Revenue

$20,443,710

Expenses

$3,157,126

Net Income

$17,286,584

Net Assets

$35,853,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$18,036,291	88.2%
Program Services	$435,103	2.1%
Investment Income	$65,874	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,109,898	5.4%
Net Fundraising	$0
Sales of Assets	$796,544	3.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,720,238	54.5%

Assets/Debt
Total Assets	$35,864,275
Total Liabilities	$10,570
Net Assets	$35,853,705

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Revenue

$2,881,024

Expenses

$3,158,069

Net Income

-$277,045

Net Assets

$18,414,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,645,621	57.1%
Program Services	$443,118	15.4%
Investment Income	$288	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$791,622	27.5%
Net Fundraising	$0
Sales of Assets	$375	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$123,337	3.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,570,107	49.7%

Assets/Debt
Total Assets	$18,432,855
Total Liabilities	$18,243
Net Assets	$18,414,612

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$7,955,400

Expenses

$2,911,760

Net Income

$5,043,640

Net Assets

$18,828,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,638,538	83.4%
Program Services	$424,441	5.3%
Investment Income	$329	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$907,579	11.4%
Net Fundraising	$0
Sales of Assets	-$15,487
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$115,162	4.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,519,613	52.2%

Assets/Debt
Total Assets	$18,848,522
Total Liabilities	$19,865
Net Assets	$18,828,657

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$7,760,672

Expenses

$3,507,786

Net Income

$4,252,886

Net Assets

$12,715,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,326,611	81.5%
Program Services	$389,133	5.0%
Investment Income	$146	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$842,547	10.9%
Net Fundraising	$0
Sales of Assets	-$1
Net Inventory Sales	$0
Other Revenue	$202,236	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$40,322	1.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,573,218	44.8%

Assets/Debt
Total Assets	$12,730,538
Total Liabilities	$14,588
Net Assets	$12,715,950

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$4,703,382

Expenses

$2,711,767

Net Income

$1,991,615

Net Assets

$8,578,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,005,264	21.4%
Program Services	$420,273	8.9%
Investment Income	$303	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,000,273	21.3%
Net Fundraising	$0
Sales of Assets	$1,896,241	40.3%
Net Inventory Sales	$0
Other Revenue	$381,028	8.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,320	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,525,091	56.2%

Assets/Debt
Total Assets	$8,590,891
Total Liabilities	$12,806
Net Assets	$8,578,085

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$4,414,802

Expenses

$2,446,604

Net Income

$1,968,198

Net Assets

$6,757,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,183,614	72.1%
Program Services	$426,251	9.7%
Investment Income	$223	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$804,579	18.2%
Net Fundraising	$0
Sales of Assets	$135	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,320	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,489,901	60.9%

Assets/Debt
Total Assets	$6,777,702
Total Liabilities	$19,855
Net Assets	$6,757,847

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$2,624,147

Expenses

$2,283,908

Net Income

$340,239

Net Assets

$4,806,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,479,039	56.4%
Program Services	$416,227	15.9%
Investment Income	$226	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$711,100	27.1%
Net Fundraising	$0
Sales of Assets	$17,555	0.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,320	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,453,273	63.6%

Assets/Debt
Total Assets	$4,823,249
Total Liabilities	$16,710
Net Assets	$4,806,539

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated November 21, 2024

California Family Foundation

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $13.1M (2023)

Expenses $3.89M (2023)

Total Assets $59.9M (2023)

Total Liabilities $5.04M (2023)

Tax Filings by Year

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2011

Extracted Financial Data

Revenue

$13.1M (2023)

Expenses

$3.89M (2023)

Total Assets

$59.9M (2023)

Total Liabilities

$5.04M (2023)

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001