Smart & Final Education Foundation

Commerce, CA
Tax-exempt since Oct. 2001
EIN: 95-4800664

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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 / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$317k (2024)

Expenses

$199k (2024)

Total Assets

$2.83M (2024)

Total Liabilities

$2.27k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$316,799

Expenses

$199,022

Net Income

$117,777

Net Assets

$2,829,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$89,100	28.1%
Interest Revenue	$2,005	0.6%
Dividends	$76,893	24.3%
Sales of Assets	$148,801	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,372	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,831,483
Total Liabilities	$2,274
Net Assets	$2,829,209

Compensation

Key Employees and Officers	Compensation	Other
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Donald Butterfield (Director)	$0	$0
Cynthia Mccloud (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$227,245

Expenses

$155,953

Net Income

$71,292

Net Assets

$2,667,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,000	40.9%
Interest Revenue	$1,443	0.6%
Dividends	$62,029	27.3%
Sales of Assets	$70,773	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,384	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,667,643
Total Liabilities	$631
Net Assets	$2,667,012

Compensation

Key Employees and Officers	Compensation	Other
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Donald Butterfield (Director)	$0	$0
Cynthia Mccloud (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$258,530

Expenses

$164,886

Net Income

$93,644

Net Assets

$2,372,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$128,500	49.7%
Interest Revenue	$252	0.1%
Dividends	$49,990	19.3%
Sales of Assets	$79,788	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,430	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,373,867
Total Liabilities	$1,750
Net Assets	$2,372,117

Compensation

Key Employees and Officers	Compensation	Other
David Hirz (President & Director)	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
Leland P Smith (Secretary & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Donald Butterfield (Director)	$0	$0
Cynthia Mccloud (Director)	$0	$0
Jeffrey D Whynot (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$377,061

Expenses

$196,551

Net Income

$180,510

Net Assets

$2,919,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$88,000	23.3%
Interest Revenue	$5	0.0%
Dividends	$255,041	67.6%
Sales of Assets	$34,015	9.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,415	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,920,627
Total Liabilities	$1,265
Net Assets	$2,919,362

Compensation

Key Employees and Officers	Compensation	Other
David Hirz (President & Director)	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
Leland P Smith (Secretary & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Donald Butterfield (Director)	$0	$0
Cynthia Mccloud (Director)	$0	$0
Jeffrey D Whynot (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$197,985

Expenses

$192,372

Net Income

$5,613

Net Assets

$2,787,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,500	4.3%
Interest Revenue	$1,147	0.6%
Dividends	$128,470	64.9%
Sales of Assets	$59,868	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,433	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,787,139
Total Liabilities	$1
Net Assets	$2,787,138

Compensation

Key Employees and Officers	Compensation	Other
David Hirz (President & Director)	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
Leland P Smith (Secretary & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Cynthia Mccloud (Director)	$0	$0
Jeffrey D Whynot (Director)	$0	$0

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990-PF

Filed on Sept. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$175,192

Expenses

$190,933

Net Income

-$15,741

Net Assets

$2,551,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,305	7.6%
Interest Revenue	$494	0.3%
Dividends	$163,901	93.6%
Sales of Assets	$0
Other Income	$15,000	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,475	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,551,165
Total Liabilities	$1
Net Assets	$2,551,164

Compensation

Key Employees and Officers	Compensation	Other
David Hirz (President & Director)	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
Leland P Smith (Secretary & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Greg Longstreet (Director Until Aug)	$0	$0
Diana Godfrey (Director Until Aug)	$0	$0
Don Alvarado (Director Until Aug)	$0	$0
Cynthia Mccloud (Director From Aug)	$0	$0
Jeffrey D Whynot (Director From Aug)	$0	$0

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990-PF

Filed on Nov. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$239,149

Expenses

$176,963

Net Income

$62,186

Net Assets

$2,224,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,000	7.5%
Interest Revenue	$392	0.2%
Dividends	$197,480	82.6%
Sales of Assets	$23,277	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,600	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,224,397
Total Liabilities	$1
Net Assets	$2,224,396

Compensation

Key Employees and Officers	Compensation	Other
David Hirz (President & Director)	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0
Richard Phegley (Cfo & Director)	$0	$0
Leland P Smith (Secretary & Director)	$0	$0
John Bonicatto (Director)	$0	$0
Greg Longstreet (Director)	$0	$0

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990-PF

Filed on Sept. 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$264,843

Expenses

$176,431

Net Income

$88,412

Net Assets

$2,511,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,100	9.5%
Program Services	$0
Investment Income	$219,155	82.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$20,588	7.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,511,047
Total Liabilities	$0
Net Assets	$2,511,047

Compensation

Key Employees and Officers	Compensation	Related	Other
David Hirz (President & Director)	$0	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0	$0
Richard Phegley (Cfo & Director)	$0	$0	$0
Leland P Smith (Secretary & Director)	$0	$0	$0
John Bonicatto (Director)	$0	$0	$0
Greg Longstreet (Director)	$0	$0	$0

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990

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$206,139

Expenses

$178,157

Net Income

$27,982

Net Assets

$2,290,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$75,250	36.5%
Program Services	$0
Investment Income	$138,338	67.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$7,449
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,290,782
Total Liabilities	$0
Net Assets	$2,290,782

Compensation

Key Employees and Officers	Compensation	Related	Other
David Hirz (President & Director)	$0	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0	$0
Richard Phegley (Cfo & Director)	$0	$0	$0
Donald G Alvarado (Secretary & Director)	$0	$0	$0
John Bonicatto (Director)	$0	$0	$0
Diana Godfrey (Director)	$0	$0	$0
Greg Longstreet (Director)	$0	$0	$0

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990

Filed on Nov. 14, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$289,614

Expenses

$169,627

Net Income

$119,987

Net Assets

$2,263,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$117,075	40.4%
Program Services	$0
Investment Income	$151,222	52.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21,317	7.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,263,997
Total Liabilities	$0
Net Assets	$2,263,997

Compensation

Key Employees and Officers	Compensation	Related	Other
Donald G Alvarado (Secretary & Director)	$0	$0	$0
Richard Phegley (Cfo & Director)	$0	$0	$0
John Bonicatto (Director)	$0	$0	$0
Matt Jones Resigned 6215 (Director)	$0	$0	$0
James J Reilly Resigned 6215 (Director)	$0	$0	$0
Stan Foster Resigned 6215 (Director)	$0	$0	$0
Greg Longstreet (Director)	$0	$0	$0
Diana Godfrey (Director)	$0	$0	$0
Tetsu Tanimoto (Chairman & Director)	$0	$0	$0
David Hirz (President & Director)	$0	$0	$0

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990

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$238,955

Expenses

$148,676

Net Income

$90,279

Net Assets

$2,325,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$80,139	33.5%
Program Services	$0
Investment Income	$149,039	62.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,777	4.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,325,930
Total Liabilities	$0
Net Assets	$2,325,930

990

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$257,567

Expenses

$152,652

Net Income

$104,915

Net Assets

$2,320,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$110,726	43.0%
Program Services	$0
Investment Income	$78,123	30.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$68,718	26.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,320,583
Total Liabilities	$0
Net Assets	$2,320,583

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$163,186

Expenses

$127,877

Net Income

$35,309

Net Assets

$2,028,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$110,404	67.7%
Program Services	$0
Investment Income	$53,151	32.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$369
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,028,087
Total Liabilities	$0
Net Assets	$2,028,087

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$111,902

Expenses

$61,456

Net Income

$50,446

Net Assets

$1,826,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$99,157	88.6%
Program Services	$0
Investment Income	$65,196	58.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$52,451
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,826,064
Total Liabilities	$0
Net Assets	$1,826,064

990-EZ

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

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

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Smart & Final Education Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $317k (2024)

Expenses $199k (2024)

Total Assets $2.83M (2024)

Total Liabilities $2.27k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Revenue

$317k (2024)

Expenses

$199k (2024)

Total Assets

$2.83M (2024)

Total Liabilities

$2.27k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001