Civic Intelligence

Institute for the Study of Western

EIN 02-0672159 • 501(c)3 • Cupertino, CA

Profile

To promote the teaching of the western tradition through educational courses, resources and teacher training.

10060 Bubb RoadCupertino, CA 95014

www.westernciv.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$110,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-12%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

6.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$478,399

Down $66,772 (-12%) from 2023

Liabilities

Up

$49,623

Up $12,613 (+34%) from 2023

Net Assets

Down

$428,776

Down $79,385 (-16%) from 2023

Revenue

Up

$634,086

Up $39,405 (+6.6%) from 2023

Expenses

Up

$713,471

Up $64,495 (+9.9%) from 2023

Net Income

Down

-$79,385

Down $25,090 (-46%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $115,077Liabilities 2010: $81,918Net Assets 2010: $33,1592010Assets 2011: $128,195Liabilities 2011: $80,335Net Assets 2011: $47,8602011Assets 2012: $102,913Liabilities 2012: $77,758Net Assets 2012: $25,1552012Assets 2013: $124,098Liabilities 2013: $76,628Net Assets 2013: $47,4702013Assets 2014: $136,312Liabilities 2014: $79,230Net Assets 2014: $57,0822014Assets 2015: $120,802Liabilities 2015: $59,762Net Assets 2015: $61,0402015Assets 2016: $98,465Liabilities 2016: $93,493Net Assets 2016: $4,9722016Assets 2017: $199,790Liabilities 2017: $101,448Net Assets 2017: $98,3422017Assets 2018: $377,795Liabilities 2018: $104,472Net Assets 2018: $273,3232018Assets 2019: $216,319Liabilities 2019: $85,761Net Assets 2019: $130,5582019Assets 2020: $481,661Liabilities 2020: $170,679Net Assets 2020: $310,9822020Assets 2021: $574,711Liabilities 2021: $96,233Net Assets 2021: $478,4782021Assets 2022: $618,774Liabilities 2022: $56,318Net Assets 2022: $562,4562022Assets 2023: $545,171Liabilities 2023: $37,010Net Assets 2023: $508,1612023Assets 2024: $478,399Liabilities 2024: $49,623Net Assets 2024: $428,7762024

Highlighted filing

2024

Assets$478,399
Liabilities$49,623
Net Assets$428,776

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $384,471Expenses 2010: $385,364Net Income 2010: -$8932010Expenses 2011: $406,2632011Expenses 2012: $412,3642012Revenue 2013: $435,712Expenses 2013: $413,397Net Income 2013: $22,3152013Revenue 2014: $404,656Expenses 2014: $395,044Net Income 2014: $9,6122014Revenue 2015: $438,782Expenses 2015: $434,824Net Income 2015: $3,9582015Revenue 2016: $390,694Expenses 2016: $446,762Net Income 2016: -$56,0682016Revenue 2017: $525,862Expenses 2017: $432,492Net Income 2017: $93,3702017Revenue 2018: $669,398Expenses 2018: $494,418Net Income 2018: $174,9802018Revenue 2019: $444,442Expenses 2019: $587,207Net Income 2019: -$142,7652019Revenue 2020: $755,723Expenses 2020: $575,299Net Income 2020: $180,4242020Revenue 2021: $760,039Expenses 2021: $592,543Net Income 2021: $167,4962021Revenue 2022: $678,185Expenses 2022: $594,207Net Income 2022: $83,9782022Revenue 2023: $594,681Expenses 2023: $648,976Net Income 2023: -$54,2952023Revenue 2024: $634,086Expenses 2024: $713,471Net Income 2024: -$79,3852024

Highlighted filing

2024

Revenue$634,086
Expenses$713,471
Net Income-$79,385

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.50$4.29$6.34$7.13$0.79
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.37$5.08$5.95$6.49$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.56$5.62$6.78$5.94$0.84
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.96$4.78$7.60$5.93$1.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$1.71$3.11$7.56$5.75$1.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.86$1.31$4.44$5.87$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$1.04$2.73$6.69$4.94$1.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$1.01$0.98$5.26$4.32$0.93
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.93$0.05$3.91$4.47$0.56
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.60$0.61$4.39$4.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.79$0.57$4.05$3.95$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.77$0.47$4.36$4.13$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.78$0.25$4.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.80$0.48$4.06
2010Summary only. Only limited summary data is available for this year.$1.15$0.82$0.33$3.84$3.85$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$635,041
Mission and Program Overview

Mission

To promote the teaching of the western tradition through educational courses, resources and teacher training.

To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$430,660$330,757▼ $99,903
Cash and Non-Interest-Bearing Accounts$38,302$81,052▲ $42,750
Land, Buildings, and Equipment, Net$60,854$51,155▼ $9,699
Prepaid Expenses and Deferred Charges$13,705$13,750▲ $45
Accounts Receivable-$35-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$545,171$478,399▼ $66,772
Other Assets Total$1,650$1,650→ $0
Liabilities
Deferred Revenue$29,395$38,500▲ $9,105
Accounts Payable and Accrued Expenses$7,418$10,670▲ $3,252
Other Liabilities$197$453▲ $256
Total Liabilities$37,010$49,623▲ $12,613
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$508,161$428,776▼ $79,385
Total Net Assets Fund Balance$508,161$428,776▼ $79,385
Total Liabilities and Net Assets / Fund Balance$545,171$478,399▼ $66,772

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,737$68,317$90,054
Equipment$6,744$58,056$64,800
Leasehold Improvements$22,674$40,269$62,943
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William H FredlundPres/Exec DirectorFT$110,000$110,000
Joan Niemeier - Left 92024CFOPT$8,575$8,575

Board Members and Trustees

NameTitle
Nathaniel CollinsChairman
Dianna Van Der WerffBoard Member
Eno SchmidtBoard Member
Marian SnowBoard Member
Mary Ellen CuykendallBoard Member
Mike MillerBoard Member
Robert GarnerBoard Member
Roger SteinSec/Tres
Revenue and Support

Revenue Composition

Contributions and Grants
$290,354
Program Service Revenue
$343,505
Investment Income
$97
Other Revenue
$130
All Other Contributions
$290,354
Change in Net Assets
$-79,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$333,572
Other Expenses$292,609
Grants and Similar Amounts Paid$87,290
Total Fundraising Expense$1,521
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,853$49,357-$186,210
Occupancy$141,093$7,604-$148,697
Current Officers, Directors, Trustees, and Key Employees$99,000$19,575-$118,575
Grants to Domestic Individuals$86,790--$86,790
Office Expenses$40,999$5,931-$46,930
Payroll Taxes$21,424$3,760-$25,184
Fees for Services Other$13,229$984-$14,213
Information Technology$9,976$524-$10,500
Depreciation Depletion$9,731$512-$10,243
Advertising$4,002--$4,002
Other Employee Benefits$3,110$493-$3,603
Insurance-$3,285-$3,285
Other Expenses$12,173$22,051$1,521$1,521
All Other Expenses$571--$571
Grants to Domestic Orgs$500--$500
Travel$183--$183
Total Functional Expenses$597,874$114,076$1,521$713,471
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patricia FredlundSister of PresEmploymentNo$9,350

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cal Savers$453
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed for accuracy and completeness by the CFO and President. After any questions are resolved, it is emailed to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization has a conflict of interest policy, which requires annual written disclosure of potential conflicts as well as a process for follow-up and resolution of any indentified conflicts.

Form 990, Part VI, Section B, Line 15A

The process for determining the compensation of officers and key employees (if any) includes review and approval by the independent board and the consideration of relevant comparability data (990's of similar organizations in similar geographic areas.) The deliberations and decisions of the board are documented in the minutes.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Institute for the Study of
EIN
02-0672159
Phone
4088644060
Address
10060 Bubb Road, Cupertino, CA 95014

Signing Officer

Name
William H Fredlund
Title
Pres/Exec Director
Signed
2025-04-21

Organization Details

Principal Officer
William H Fredlund
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
21
Volunteers
13
Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Educational Programs: The Institutes mission is to promote the teaching and preservation of the Western cultural heritage. Classes, lectures, and resource material on history, art, literature, foreign languages and music provide opportunities for lifelong learning and for teacher training. Discussions of the achievements and problems of Western Culture occur in 30-week courses such as: The History of the USA, England and Renaissance. Other lecture topics included the plays of Shakespeare, anthropology and archaeology, musical composers and virtuosi, and 20th century warfare. Examples of the syllabi for these and other classes are available on the Institute's website: www.westernciv.com. The number of students enrolled at the Institute in classes (in-person or by streaming) was approximately 500. The amount of students enrolled in lectures was approximatley 1500.Scholarship Program: An important part of the Institute's mission is the extension of full tuition scholarships and cash grants to secondary and college instructors who are currently teaching social sciences or humanities (history, literature, philosophy, art and related courses) in Bay Area schools. During 2024, 47 scholarships of tuition were awarded to continuing and new teacher participants in the Year 6 and Year 7 programs. Library: The Kate Curry Library at the Institute includes over 2,900 volumes. It provides students and local educators with resource materials related to current class offerings, the history of the development of civilization, art, literature, language and music. Volunteers work in acquisitions, book processing, online cataloging, circulation, special collections, patron assistance and general library maintenance. New acquisitions are funded by monetary gifts and program revenue. Book donations are accepted. Library policies and a searchable catalog of books are available at the Institute's website: www.westernciv.com. Books and supplies were provided as needed by participants for the various courses.The number of students enrolled at the Institute in classes (in-person or by streaming) was approximately 500. The amount of students enrolled in lectures was approximatley 1,500.
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0635041
IRS990/GrossSalesOfInventoryAmt0955
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0524
IRS990/InformationTechnologyGrp/ProgramServicesAmt09976
IRS990/InformationTechnologyGrp/TotalAmt010500
IRS990/InsuranceGrp/ManagementAndGeneralAmt03285
IRS990/InsuranceGrp/TotalAmt03285
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt097
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0166642
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060854
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051155
IRS990/LandBldgEquipCostOrOtherBssAmt0217797
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0508161
IRS990/NetAssetsOrFundBalancesEOYAmt0428776
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0508161
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0428776
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07604
IRS990/OccupancyGrp/ProgramServicesAmt0141093
IRS990/OccupancyGrp/TotalAmt0148697
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05931
IRS990/OfficeExpensesGrp/ProgramServicesAmt040999
IRS990/OfficeExpensesGrp/TotalAmt046930
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01650
IRS990/OtherAssetsTotalGrp/EOYAmt01650
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0493
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03110
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03603
IRS990/OtherExpensesGrp/Desc0Bank and Merchant Fees
IRS990/OtherExpensesGrp/Desc1Student Credit Fees
IRS990/OtherExpensesGrp/Desc2Classroom Expenses
IRS990/OtherExpensesGrp/Desc3Direct Mail Expenses
IRS990/OtherExpensesGrp/FundraisingAmt01521
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022051
IRS990/OtherExpensesGrp/ProgramServicesAmt018240
IRS990/OtherExpensesGrp/ProgramServicesAmt112173
IRS990/OtherExpensesGrp/TotalAmt022051
IRS990/OtherExpensesGrp/TotalAmt118240
IRS990/OtherExpensesGrp/TotalAmt212173
IRS990/OtherExpensesGrp/TotalAmt31521
IRS990/OtherLiabilitiesGrp/BOYAmt0197
IRS990/OtherLiabilitiesGrp/EOYAmt0453
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0130
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0130
IRS990/OtherRevenueTotalAmt0130
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049357
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136853
IRS990/OtherSalariesAndWagesGrp/TotalAmt0186210
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03760
IRS990/PayrollTaxesGrp/ProgramServicesAmt021424
IRS990/PayrollTaxesGrp/TotalAmt025184
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013705
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013750
IRS990/PrincipalOfficerNm0William H Fredlund
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Memberships
IRS990/ProgramServiceRevenueGrp/Desc1Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1339805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1339805
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0286577
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt065347
IRS990/PYInvestmentIncomeAmt0159
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0273453
IRS990/PYOtherRevenueAmt0940
IRS990/PYProgramServiceRevenueAmt0307005
IRS990/PYRevenuesLessExpensesAmt0-54295
IRS990/PYSalariesCompEmpBnftPaidAmt0310176
IRS990/PYTotalExpensesAmt0648976
IRS990/PYTotalRevenueAmt0594681
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-79385
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0343505
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0430660
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0330757
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06744
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058056
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064800
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt022674
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040269
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt062943
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021737
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068317
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cal Savers
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051155
IRS990ScheduleD/TotalLiabilityAmt0453
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The nondiscriminatory policy was published on September 9, 2024 in the San Jose Metro, in addition to the ISWC website and in ISWC brochures.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Tuition, books and supplies
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt052790
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition books & supplies provided
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt147
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0cost
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0An important part of the Institute's mission is the extension of tuition scholarships and cash grants to secondary and college instructors who are currently teaching social studies or humanities (History, Literature, Art, and related courses) in Bay Area schools.The scholarship includes:*3 Quarters of full tuition for the academic course year of choice, including books and supplies,*$1,000 cash grant each year for the first three (3) academic years of participation in the Institutes scholarship program for the teachers own in-classroom expenses, and*Eight (8) University of the Pacific semester continuing education units per academic year, for up to three (3) years of participation in the program. A total of 47 teachers participated in the scholarship program during 2024.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Scholarships are awarded to secondary and college instructors who are currently teaching social sciences or humanities. Each applicant fills out a form which documents the applicants eligibility. The applications are reviewed and approved by the program manager. The scholarship recipients participation in the program is monitored to determine compliance with the scholarship agreement.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Patricia Fredlund
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Sister of Pres
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09350
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employment
IRS990/ScheduleORequiredInd0true

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