California Family Foundation
- Assets
- $45.2m
- Revenue
- $4.3m
- Investments
- $0.0
- Employees
- 35
- Location
- Menlo Park, CA
- Founding
- 06/1986
- Data as of
- 08/2021
- EIN
- 77-0053005
Organization Overview
California Family Foundation, operating under the name Beechwood School, is located in Menlo Park, CA. The organization was established in 1986. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 08/2021, Beechwood School employed 35 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Beechwood School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2021, Beechwood School generated $4.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (9.8%) each year. All expenses for the organization totaled $3.3m during the year ending 08/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE CALIFORNIA FAMILY FOUNDATION'S WORK IS TO ASSIST LOW-INCOME FAMILIES, IN OUR GEOGRAPHICAL AREA, BUILD A FUTURE. WE DO THAT BY OPERATING BEECHWOOD SCHOOL AND A BELOW MARKET-RATE HOUSING PROGRAM.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BEECHWOOD SCHOOL IS A YEAR ROUND, HIGH QUALITY ELEMENTARY AND MIDDLE SCHOOL EDUCATION PROGRAM (KINDER PREP TO EIGHTH GRADE) FOR LOWER-INCOME, UNDER-SERVED CHILDREN EMPHASIZING SMALL CLASSES, HANDS-ON LEARNING, SELF-ESTEEM BUILDING, EXCELLENT STAFF AND PARENT PARTICIPATION. CHILDREN ARE TAUGHT A BROAD CURRICULUM INCLUDING ALL THE BASICS PLUS COMPUTER SKILLS, MUSIC, DRAMA, ART, SPANISH, OUTDOOR EDUCATION, FIELD TRIPS, PHYSICAL EDUCATION AND SERVICE LEARNING. STUDENTS TYPICALLY MOVE ON TO PRIVATE OR CHARTER HIGH SCHOOLS AND ARE GUIDED AND SUPPORTED BY A BEECHWOOD STAFF MEMBER. THE HIGH SCHOOL GRADUATION RATE OF OUR STUDENTS IS 95% WHILE MUCH FEWER STUDENTS FROM THE LOCAL ELEMENTARY SCHOOL DISTRICT COMPLETE HIGH SCHOOL. WE SERVE 170 STUDENTS FROM OVER 130 FAMILIES.
OUR LOW-INCOME FAMILY HOUSING PROGRAM PROVIDES QUALITY HOUSING FOR LOW-INCOME FAMILIES IN AN EFFORT TO INCREASE THE EDUCATIONAL OPPORTUNITIES FOR BOTH CHILDREN AND ADULTS. PROGRAM SUPPORT ENCOURAGES AND ADVISES FAMILIES ON INCREASING THEIR JOB SKILLS AND LEARNING SKILLS FOR HOME OWNERSHIP.
SKY MOUNTAIN AND QUICKWATER RANCHES ARE LOCATED IN VICTOR, ID AND ARE USED PRIMARILY FOR OUTDOOR EDUCATION PROGRAMS FOR TEENAGERS, FAMILIES, COUPLES AND COLLEGE STUDENTS. THE PROGRAMS ARE RUN COMPLETELY BY VOLUNTEERS AND ARE OFFERED AT NO COST TO THE PARTICIPANTS. EXPENSES ARE FOR FOOD, SUPPLIES, TRANSPORTATION, MAINTENANCE AND UTILITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Priscilla Taylor Beechwood School Principal | 40 | $135,000 | |
Richard Jacobsen President | OfficerTrustee | 5 | $0 |
Julia Jacobsen Secretary | OfficerTrustee | 3 | $0 |
Susan Jacobsen Director | Trustee | 5 | $0 |
Erik Jacobsen Director | Trustee | 5 | $0 |
Rachel Jacobsen Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,216,709 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,216,709 |
| Total Program Service Revenue | $453,560 |
| Investment income | $671,026 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $929,696 |
| Net Gain/Loss on Asset Sales | -$107 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,270,884 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,841,552 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $285,327 |
| Payroll taxes | $140,878 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $122,460 |
| Fees for services: Other | $64,860 |
| Advertising and promotion | $270 |
| Office expenses | $32,495 |
| Information technology | $16,762 |
| Royalties | $0 |
| Occupancy | $177,344 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $9,459 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $467,932 |
| Insurance | $59,332 |
| All other expenses | $889 |
| Total functional expenses | $3,341,764 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,482,407 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $15,265,624 |
| Investments—publicly traded securities | $28,418,147 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $45,166,178 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $17,371 |
| Total liabilities | $17,371 |
| Net assets without donor restrictions | $44,774,015 |
| Net assets with donor restrictions | $374,792 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $45,166,178 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that California Family Foundation has recieved totaling $69,155.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $45,400 |
Los Altos Community Foundation Los Altos, CA PURPOSE: OPERATIONS | $10,000 |
The Palo Alto Community Fund Palo Alto, CA PURPOSE: GENERAL OPERATING SUPPORT | $10,000 |
Volckmann Family Foundation Redwood City, CA PURPOSE: BEECHWOOD SCHOOL | $2,000 |
Bohannon Foundation San Mateo, CA PURPOSE: EDUCATIONAL | $1,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $255 |
Endowment Analysis
| Beg. Balance | $24,638,199 |
| Earnings | $3,125,724 |
| Admin Expense | $122,460 |
| Net Contributions | $1,211,684 |
| Other Expense | $435,000 |
| Ending Balance | $28,418,147 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Childrens Day School Inc San Francisco, CA | $48,363,638 | $20,220,768 |
Great Valley Academy Modesto, CA | $24,077,962 | $19,349,620 |
San Francisco Day School San Francisco, CA | $90,241,572 | $23,860,788 |
Dr Miriam And Sheldon G Adelson Educational Institute Las Vegas, NV | $45,249,882 | $16,559,222 |
Synapse School Menlo Park, CA | $20,691,097 | $17,078,899 |
Mark Day School San Rafael, CA | $46,409,583 | $18,444,024 |
Hillbrook School Los Gatos, CA | $32,644,985 | $20,493,868 |
Heights Christian Schools La Habra Heights, CA | $13,507,090 | $16,795,259 |
Griffin Technology Academies Vallejo, CA | $23,322,546 | $19,613,805 |
Valley Christian School System Cerritos, CA | $15,496,227 | $17,847,318 |
Redlands Christian School Redlands, CA | $36,719,487 | $19,631,459 |
John Thomas Dye School Los Angeles, CA | $79,181,916 | $17,060,481 |