GOLD2023

San Dieguito Academy Foundation

Enriching the Student Experience

aka SDA Foundation, SDAF   |   Encinitas, CA   |  https://www.sdafoundation.com
GuideStar Charity Check

San Dieguito Academy Foundation

EIN: 33-0629427


Mission

The mission of the San Dieguito Academy Foundation is collaborating to enrich every student's SDA experience.

Ruling year info

1994

Executive Director

Sarah Givens

Main address

P.O. Box 235109

Encinitas, CA 92023-5109 USA

Show more contact info

EIN

33-0629427

Subject area info

Secondary education

Parent-teacher involvement

Population served info

Adolescents

Students

NTEE code info

Parent Teacher Group (B94)

What we aim to solve

SOURCE: Self-reported by organization

SDA Foundation supports quality programs and innovative classroom practices. Our mission is collaborating to enrich every student's SDA experience.

The Foundation provides essential funding to support the ever increasing costs of quality education. The funding picture for schools has changed dramatically over the past few years. The needs of our school have far outpaced available funding from the district and state. Today educational foundations all over California are filling the gap between limited public funds and the dollars needed to support educational goals.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

CAMPUS PRIDE & CAMPUS CULTURE

The Foundation will support the general school pride and culture which separates SDA from other high schools. When projects and ideas that support and enhance school pride and SDA's unique culture come to mind, the Foundation will be the driving force behind ensuring that SDA maintains itself as "the School of Choice" for students in the San Dieguito Union High School District.

Population(s) Served
Students

The Foundation will support Career Technical Education and SDA's Career Pathways goal by creating and enhancing student programs that give students access to varied interest-based and career-specific programs and classes. This funding enhances SDA's history of student-driven curriculum while expanding technical and career pathways.

Population(s) Served
Students

The Foundation will support the academic achievement of SDA students by funding activities such as the Writing Lab which helps students refine and improve their writing skills by providing assistance with research papers, college essays, class writing assignments, grammar exercises, and scholarship essays. In addition, the Foundation funds extended Media Center hours and course specific tutoring so all students have access to SDA staff for academic support.

Population(s) Served
Students

The Foundation will help expand/upgrade the school's classroom technology, thus providing students with equipment and tools, as well as integrating emerging technologies in the SDA learning environment.

Population(s) Served
Students

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Our aim is an enriched educational experience for every student. We do this through donations and various fund-raising efforts throughout the school year. It is our belief that every student benefits from the united efforts of parents, teachers, administrators, students and community members working together to promote educational excellence.

In the 2015-16 academic year, SDA Foundation (SDAF) reviewed and revised its strategic direction. As a part of this effort, we met with SDA's principal, held discussion groups with SDA staff and emailed all of our SDA parents to invite them to participate in a survey.

The result of these efforts helped to define SDAF's strategic direction over the next several academic years. This direction has already been used to help guide how SDAF operates, where it focuses its efforts and where it applies resources.

Through our Shared Vision, the SDA Foundation strives to provide opportunities for all students at SDA to learn and grow. We are committed to providing tutoring and educational support, maintaining academic rigor and interest-based curriculum, and fostering the culture of acceptance at SDA. Our Shared Vision for an Enriched Educational Experience details the priority programs for the current school year.

Through the generosity of our parents and our community, the SDA Foundation has been able to support our students in these exciting ways: WRITING LAB – The Foundation funds an on-campus tutoring program offered during the school day that provides personalized feedback and assistance with any writing assignments including personal essays, class projects and general writing skills.
ACADEMIC INTERVENTION AND CURRICULUM SUPPORT – The Foundation supports the academic achievement of students by funding activities such as tutoring, academic support, and/or purchasing specific items that expand and enrich opportunities in core and elective classes.
TECHNOLOGY AND INSTRUCTIONAL SOFTWARE – With help expanding/upgrading the school's classroom technology, the Foundation helps to provide students with equipment and tools, as well as integrating emerging technologies in the school's learning environment.
SCHOLARSHIPS – Annual scholarships for graduating seniors to help with books, tuition and supplies.
CLASSROOM EQUIPMENT AND SUPPLIES – Consumables for Photography, Auto, Woodshop, Science Labs.
GRAD NITE — A safe and sober graduation night event for seniors.
CAREER PATHWAYS — The Foundation supports Career Technical Education and Career Pathways goals by creating and enhancing student programs that give students access to varied interest-based college and career specific programs and classes in Performing Arts, Engineering and Robotics, Culinary Arts, Bio-Tech, Auto Tech and Video and Film.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

San Dieguito Academy Foundation
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

0.00

Average of 3.65 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

12.7

Average of 10.1 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

8%

Average of 14% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

San Dieguito Academy Foundation

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

San Dieguito Academy Foundation

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

San Dieguito Academy Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of San Dieguito Academy Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $110,864 $23,410 $70,142 $139,100 $64,517
As % of expenses 15.4% 3.9% 21.2% 18.9% 8.3%
Unrestricted surplus (deficit) after depreciation $110,864 $23,410 $70,142 $137,957 $62,558
As % of expenses 15.4% 3.9% 21.2% 18.7% 8.0%
Revenue composition info
Total revenue (unrestricted & restricted) $832,828 $621,505 $400,920 $875,533 $845,916
Total revenue, % change over prior year 7.9% -25.4% -35.5% 118.4% -3.4%
Program services revenue 60.3% 63.3% 59.4% 68.7% 66.8%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0% 0.0%
Government grants 0.0% 0.0% 3.9% 0.0% 0.5%
All other grants and contributions 30.3% 29.5% 30.4% 23.1% 22.0%
Other revenue 9.4% 7.2% 6.3% 8.2% 10.7%
Expense composition info
Total expenses before depreciation $721,964 $598,095 $330,778 $736,433 $781,399
Total expenses, % change over prior year -0.4% -17.2% -44.7% 122.6% 6.1%
Personnel 10.6% 14.5% 26.4% 13.2% 14.9%
Professional fees 22.4% 19.6% 4.7% 10.7% 7.7%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 15.4% 16.7% 19.0% 15.0% 15.5%
All other expenses 51.7% 49.2% 49.9% 61.0% 61.9%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $721,964 $598,095 $330,778 $737,576 $783,358
One month of savings $60,164 $49,841 $27,565 $61,369 $65,117
Debt principal payment $0 $0 $15,827 $0 $0
Fixed asset additions $0 $0 $0 $8,000 $0
Total full costs (estimated) $782,128 $647,936 $374,170 $806,945 $848,475

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 8.9 11.6 22.9 12.4 12.7
Months of cash and investments 8.9 11.6 22.9 12.4 12.7
Months of estimated liquid unrestricted net assets 8.9 11.3 22.9 12.4 12.7
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $538,119 $577,356 $631,671 $762,771 $827,288
Investments $0 $0 $0 $0 $0
Receivables $0 $0 $0 $0 $0
Gross land, buildings, equipment (LBE) $0 $0 $0 $8,000 $8,000
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 14.3% 38.8%
Liabilities (as a % of assets) 0.0% 2.6% 0.0% 0.0% 0.0%
Unrestricted net assets $538,119 $561,529 $631,671 $769,628 $832,186
Temporarily restricted net assets $0 N/A N/A N/A N/A
Permanently restricted net assets $18,319 N/A N/A N/A N/A
Total restricted net assets $18,319 $21,032 $26,198 $25,387 $28,189
Total net assets $556,438 $582,561 $657,869 $795,015 $860,375

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Sarah Givens

Sarah Givens is a big fan of the academy environment and enjoys watching students thrive at SDA. She is a parent of graduating Canyon Crest Academy students and has supported the San Dieguito High School District in many capacities over the years. Whether it’s an elementary school jog-a-thon, a physical therapy front desk operations manual, a troop of special needs childrenor or managing a warehouse of educational materials, Sarah is known for her keen organizational skills and attention to detail. Sarah’s business background includes five years at a physical therapy clinic as well as at EUSD, and she specialized in marketing and communication for over six years in healthcare. She also directed all operational, financial, marketing and business development activities for the Group Purchasing Organization (GPO) serving over 300 non-profit community health centers.

Number of employees

Source: IRS Form 990

San Dieguito Academy Foundation

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

San Dieguito Academy Foundation

Board of directors
as of 10/25/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

John Corcoran

Cara Dolnik

San Dieguito HS Academy

Sarah Givens

San Dieguito Academy Foundation

Chandra Perry

John Corcoran

Kathy Urbanic

Tara Curley

Kristen Howerton

Jolene Alldredge

Stacey Kartagener

Kate Kousser

Dede Watson

Eugenia Welch

Andrew Bergen

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 10/2/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability