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Tustin Public School Foundation

 TUSTIN , CA 92780
[P] (714) 832-6299
[F] (714) 832-1857
[email protected]
Carol Burby Garrett
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0353928 00000


Mission StatementMORE »

The mission of the Tustin Public Schools Foundation is to further excellence in local public schools by mobilizing the community and its resources.

Mission Statement

The mission of the Tustin Public Schools Foundation is to further excellence in local public schools by mobilizing the community and its resources.

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $110,000,000.00
Projected Revenue $110,000,000.00

ProgramsMORE »

  • Summer Academy
  • Save Our Sports (SOS) After-School Sports Program
  • AVID

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

The mission of the Tustin Public Schools Foundation is to further excellence in local public schools by mobilizing the community and its resources.

Background Statement

The Foundation was formed by community members dedicated to providing the resources necessary to educate all Tustin Unified students.  During the first years of operation, the foundation funded "extras" that supported student learning.  Over the years, as budgets declined, the foundation has been called upon to provide more of the key educational components.

Impact Statement

Past Year:

  • Awarded more than $60,000 in competitive grants to teachers.
  • Served more than 700 K-8 students at Tustin Summer Academy, providing hands-on enrichment in STEAM, primary-grade readiness, and other areas.
  • Awarded more than $40,000 in scholarships for Tustin Summer Academy.
  • Provided new technology, training, curriculum development and needed equipment.
  • Provided graduating seniors with scholarships to pursue their academic dreams.
  • Provided grants to every Tustin Unified school library to help meet the ongoing need for new books and reference materials.
  • Provided after-school sports for 2,000 middle school students who otherwise would not have had the opportunity.
  • Expand Summer Academy to engage and enrich more students.
  • Support a new after-school sport for middle school students.
  • Provide support to students through the AVID program.

Needs Statement

Robotics Program: $20,000
Summer STEM Academy: $10,000
Professional development: $10,000
Tutors, AVID program: $20,000
Performing Arts Support: $50,000

CEO Statement


Projects that directly impact student learning in the Tustin Unified School District:

· Classroom and School-Wide Grants

· Tutors for the AVID program

· After-School Sports

· Music and Performing Arts

· Library/Media Center Support

· Technology and Internet Safety

· Summer Academy Enrichment and STEAM Program

· Robotics

· Program and College Scholarships

Board Chair Statement


Other Ways to Donate/Volunteer

GIVING OPPORTUNITIES -- 90 cents of every dollar donated goes directly to programs. Honorary Gifts: Celebrate birthdays, anniversaries, retirements and other events with a gift to the Foundation. Recurring donations: Set up a schedule for donations at  Program Sponsorship: Help fund a specific program (grants, robotics, sports, art, music, scholarships, etc.). Event Sponsorship: Support any of the Foundation’s events as a corporate, individual or in-kind sponsor. Estate Gifts: Make an outright or planned gift to the Foundation’s endowment and become part of the Founders Circle. 

Geographic Area Served

Central Orange County

The Foundation serves the 28 schools and 24,000 students in the Tustin Unified School District enrollment area, including Tustin, West Irvine, Santa Ana and unincorporated Orange County, California.

Organization Categories

  1. Education - Elementary & Secondary Schools
  2. Education - Secondary & High Schools
  3. -



Summer Academy

The Summer Academy is an enrichment program operated by the Tustin Public Schools Foundation and taught by credentialed Tustin Unified teachers.  Designed to explore new concepts and nurture creativity and problem-solving skills, these exciting courses are all about making learning fun—no homework, no tests, no grades!


Budget  $160,000.00
Category  Education, General/Other Summer School
Population Served K-12 (5-19 years)
Program Short-Term Success  Students will enroll in more science and math courses.
Program Long-Term Success  Students will be excited about learning.
Program Success Monitored By 

Courses taken

Further study

Examples of Program Success 

From a parent:

I wanted to send a note to thank you for the time my two sons spent at Summer Academy's Fast Forward program.  My oldest son has not been a fan of school and was absolutely dreading going to the summer program.  He was pretty upset with me that I was putting him in "summer school" when he felt he deserved the summer off.  Reluctantly, I made him go on day one.  When I picked him up at noon, he was all smiles and didn't stop talking the entire ride home.  He recapped the day for me and then said, "My life has changed today mommy," When I asked him why, he said, "I love school now." I almost fell out of my chair as this was not a statement I thought I'd ever hear him make and after one day of class, he was genuinely excited about learning.  

With that said, I know teachers change lives every day.  However, if you knew my son, you'd know that Mrs. Spangler really did change his.  The type of learning from this program is fun, interactive and talks to the kids like my son who benefit more from hands-on learning.  Mrs. Spangler made it fun, spoke to all types of learners in the class and really was able to connect with the kids - namely mine.  

Save Our Sports (SOS) After-School Sports Program

The Foundation’s Save Our Sports initiative provides funds for an after-school sports program at all 6 TUSD middle schools.  Thanks to generous community donations, students at Columbus Tustin, Currie, Hewes, Pioneer, Utt and Orchard Hills Middle Schools have the opportunity to participate in organized intramural cross country, basketball and volleyball competitions—programs which were nearly cut because of district budget limitations.

Budget  $60,000.00
Category  Recreation & Sports, General/Other Athletics & Sports
Population Served Children Only (5 - 14 years)
Program Short-Term Success  The students will become excited and engaged in sports, leading them to continue playing in high school and beyond.
Program Long-Term Success  The students will grow to be active and healthy, while learning life-long lessons of teamwork and leadership.
Program Success Monitored By   Athlete enrollment.
Examples of Program Success  Increased enrollment year to year. Students excited to participate each year.


The Foundation donates funds to AVID (Advancement Via Individual Determination).  A college-readiness program, AVID helps to raise the expectations and achievements of academically average students by placing them in advanced classes and providing them with an elective class that prepares them to succeed in high school and college.  More than 600 TUSD students among all 5 middle schools and 3 high schools participate in the AVID program.
Budget  $25,000.00
Category  Education, General/Other Educational Programs
Population Served Adolescents Only (13-19 years)
Program Short-Term Success  Help students to succeed in high school and learn the skills necessary for college preparation.
Program Long-Term Success  Give students the resources necessary to succeed in college and beyond.
Program Success Monitored By 

 Scholastic achievement in high school.



Examples of Program Success 

Increased achievement in high school.

Increased college preparedness.


CEO/Executive Director Carol Burby Garrett
CEO Term Start May 2006
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --


Award Awarding Organization Year
Nonprofit Business of the Year Tustin Chamber of Commerce 2017
Nonprofit Business of the Year Tustin Chamber of Commerce 2014
Partners in Educational Excellence Award Assn. of California School Administrators Region 17 2010


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 1
Number of Volunteers 500
Number of Contract Staff 20
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 3
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): 0
Gender Female: 3
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses


CEO Comments


Foundation Comments



Board Chair Sujata Mody Kamdar
Board Chair Company Affiliation GBS Linens
Board Chair Term June 2018 - May 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Laurie Abelove Community Volunteer Voting
Sam Baker Community Volunteer Voting
Doug Baum Baum Orthodontics Voting
Jeff Corless Venture Strategic Voting
Kathy Ellis Retired Educator Voting
Tony Fiduk Community Volunteer Voting
Erick Fineberg Educator Voting
Megan Foss Community Volunteer Voting
Troy Fresch Educator Voting
Sujata Mody Kamdar GBS Linens Voting
Armen Karamardian Zov's Bistro Voting
Kate Kersten Communty Volunteer Voting
Ricky Miller III Community Volunteer Voting
Tracie Pham Attorney Voting
Curtis Rach Community Volunteer Voting
Margie Sepulveda Retired Voting
Sona Shah Attorney Voting
Kristin Simpkins Community Volunteer Voting
Renee Stein Community Volunteer Voting
Audra Wilford MaxLove Project Voting
Lisa Woolery Wells Fargo Voting
Lt. Robert Wright Tustin Police Department Voting
Michael Yang DDS Yang Family Dentistry Voting
Thomas A. Zeigler Alvarado Smith Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 3
Caucasian: 20
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 12
Male: 12
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits --
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees



Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year June 01, 2019 to May 31, 2020
Projected Revenue $110,000,000.00
Projected Expenses $110,000,000.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $1,078,294 $1,001,710 $1,015,196
Total Expenses $970,134 $1,028,468 $1,017,985

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$223,778 $295,623 $247,744
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 $0
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $650,202 $556,681 $546,580
Investment Income, Net of Losses $74,184 $48,558 $51,422
Membership Dues -- $0 $0
Special Events $116,070 $146,568 $110,045
Revenue In-Kind $14,060 $28,399 $29,819
Other -- $0 $0

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $849,453 $897,389 $905,089
Administration Expense $83,516 $75,692 $67,868
Fundraising Expense $37,165 $55,387 $45,028
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 1.11 0.97 1.00
Program Expense/Total Expenses 88% 87% 89%
Fundraising Expense/Contributed Revenue 11% 13% 13%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $2,246,549 $2,032,358 $1,998,267
Current Assets $2,129,950 $286,255 $190,762
Long-Term Liabilities -- $0 $0
Current Liabilities $254,467 $191,255 $105,461
Total Net Assets $1,992,182 $1,841,103 $1,892,806

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 8.37 1.50 1.81

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $2,000,000.00
Spending Policy Percentage
Percentage(If selected) 4%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

Regarding the endowment, the Tustin Public Schools Foundation's goal is to eventually have all operating expenses paid by the interest earned from investments.  Donors who have made an outright or planned gift to the endowment are eligible for membership in the "Founders Circle."

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.


Other Documents

No Other Documents currently available.