Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2015 • EIN 95-3651495

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization ProfileARCADIAEDFOUNDATION.ORG
150 S Third AvenueArcadia, CA 91006

(626) 447-2165

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.13x

Higher debt load relative to assets than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,278,090

Up $31,717 (+2.5%) from 2014

Net Assets

Up

$1,105,971

Up $35,150 (+3.3%) from 2014

Liabilities

Down

$172,119

Down $3,433 (-2.0%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin49th percentile

Revenue

Down

$1,448,568

Down $26,876 (-1.8%) from 2014

Expenses

Down

$1,413,418

Down $67,548 (-4.6%) from 2014

Net Income

Up

$35,150

Up $40,672 (+737%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $943,793Liabilities 2011: $354,785Net Assets 2011: $589,0082011Assets 2012: $976,743Liabilities 2012: $235,854Net Assets 2012: $740,8892012Assets 2013: $1,223,543Liabilities 2013: $147,200Net Assets 2013: $1,076,3432013Assets 2014: $1,246,373Liabilities 2014: $175,552Net Assets 2014: $1,070,8212014Assets 2015: $1,278,090Liabilities 2015: $172,119Net Assets 2015: $1,105,9712015Assets 2017: $1,296,689Liabilities 2017: $204,512Net Assets 2017: $1,092,1772017Assets 2018: $1,284,262Liabilities 2018: $192,321Net Assets 2018: $1,091,9412018Assets 2019: $1,489,770Liabilities 2019: $199,412Net Assets 2019: $1,290,3582019Assets 2020: $1,597,308Liabilities 2020: $203,392Net Assets 2020: $1,393,9162020Assets 2021: $1,758,888Liabilities 2021: $179,254Net Assets 2021: $1,579,6342021Assets 2022: $1,481,766Liabilities 2022: $199,513Net Assets 2022: $1,282,2532022Assets 2023: $1,087,230Liabilities 2023: $4,645Net Assets 2023: $1,082,5852023Assets 2024: $952,482Liabilities 2024: $101,245Net Assets 2024: $851,2372024

Highlighted filing

2015

Assets$1,278,090
Liabilities$172,119
Net Assets$1,105,971
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,473,048Expenses 2011: $1,282,891Net Income 2011: $190,1572011Expenses 2012: $1,303,4052012Revenue 2013: $1,599,764Expenses 2013: $1,264,310Net Income 2013: $335,4542013Revenue 2014: $1,475,444Expenses 2014: $1,480,966Net Income 2014: -$5,5222014Revenue 2015: $1,448,568Expenses 2015: $1,413,418Net Income 2015: $35,1502015Revenue 2017: $1,380,281Expenses 2017: $1,416,258Net Income 2017: -$35,9772017Revenue 2018: $1,196,873Expenses 2018: $1,183,756Net Income 2018: $13,1172018Revenue 2019: $1,200,913Expenses 2019: $1,032,982Net Income 2019: $167,9312019Revenue 2020: $823,571Expenses 2020: $738,477Net Income 2020: $85,0942020Revenue 2021: $964,239Expenses 2021: $812,200Net Income 2021: $152,0392021Revenue 2022: $1,152,581Expenses 2022: $1,354,299Net Income 2022: -$201,7182022Revenue 2023: $1,063,485Expenses 2023: $1,263,153Net Income 2023: -$199,6682023Revenue 2024: $949,906Expenses 2024: $1,105,836Net Income 2024: -$155,9302024

Highlighted filing

2015

Revenue$1,448,568
Expenses$1,413,418
Net Income$35,150
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$2,633,609
Mission and Program Overview

Mission

To provide funding to enhance arcadia unified school district's programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,020,662$942,102▼ $78,560
Inventories for Sale or Use$166,571$187,236▲ $20,665
Investments in Publicly Traded Securities$5,191$109,402▲ $104,211
Cash and Non-Interest-Bearing Accounts$21,388$19,650▼ $1,738
Prepaid Expenses and Deferred Charges$14,159$8,534▼ $5,625
Pledges and Grants Receivable$8,000--
Accounts Receivable$5,083$7,975▲ $2,892
Land, Buildings, and Equipment, Net$5,319$3,191▼ $2,128
Total Assets$1,246,373$1,278,090▲ $31,717
Liabilities
Other Liabilities$160,142$166,563▲ $6,421
Accounts Payable and Accrued Expenses$15,410$5,556▼ $9,854
Total Liabilities$175,552$172,119▼ $3,433
Net Assets / Fund Balance
Unrestricted Net Assets$967,804$987,509▲ $19,705
Permanently Rstr Net Assets$103,017$118,462▲ $15,445
Total Net Assets Fund Balance$1,070,821$1,105,971▲ $35,150
Total Liabilities and Net Assets / Fund Balance$1,246,373$1,278,090▲ $31,717

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,191$81,058$84,249

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$103,017$15,445--$118,462
2014$70,932$32,085--$103,017
2013$57,832$13,100--$70,932
2012-$57,832--$57,832
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Norm OffsteinBoard Presid
Alan BlackTrustee
Anny LeeTrustee
Carol HowardTrustee
Cheryl HoeltingTrustee
Julie GuoTrustee
Miguel CeaTrustee
Randy MacdonaldTrustee
Robbie ZeidbergTrustee
Sheldon WrightTrustee
Tony LeeTrustee
Allan ChengSecretary
Hsiuchen ChenTreasurer
Julie KelleyTurstee
Kate GuoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$254,449
Program Service Revenue
$1,131,779
Investment Income
$1,344
Other Revenue
$60,996
All Other Contributions
$209,575
Change in Net Assets
$35,150

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,448,568
Revenue Not Reported on Form 990
$1,185,041
Total Revenue per Audited Statements
$2,633,609
Total Revenue per Form 990
$1,448,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$759,426
Other Expenses$367,702
Grants and Similar Amounts Paid$286,290
Total Fundraising Expense$26,627
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$621,426$62,189-$683,615
Grants to Domestic Orgs$231,748--$231,748
Occupancy$139,599--$139,599
Payroll Taxes$60,895$4,997-$65,892
Grants to Domestic Individuals$54,542--$54,542
Office Expenses$34,169$4,710-$38,879
Insurance$27,563--$27,563
Other Expenses$20,368$540$26,627$20,908
All Other Expenses$20,373--$20,373
Fees for Services Other$4,080$11,469-$15,549
Other Employee Benefits$9,415$504-$9,919
Depreciation Depletion$2,128--$2,128
Advertising$928$928-$1,856
Total Functional Expenses$1,301,110$85,681$26,627$1,413,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,598,459
Expenses per Audited Statements$1,413,418
Total Expenses per Form 990$1,413,418
Expenses Not Reported on Form 990$1,185,041
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Unified School DistrictArcadia, CA501c3See Pt Iv$231,748
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,769
Fundraising Gross Income$18,617
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bright Night$63,491$18,617$5,098$13,519
Total Events$63,491$18,617$21,769$-3,152
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Schools$166,563
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“Arcadia educational foundation has increased the maximum number of consecutive years an individual may serve in the same office from two years to three years provided however, that in the absence of a viable willing replacement candidate for any office, an individual may serve up to an additional two years for a total of no more than five years in the same office”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is given to trustees for review and approval before filing.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining compensation of the organization's top management includes the review and approval of the executive committee of the board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“Officers are not compensated. Otherwise, same as above.”

Form 990, Page 6, Part VI, Line 19

“Minutes of board meeting, by-laws, article of incorporation, irs determination letter, financial statements and tax returns are on file in the office and are available for public viewing upon request.”

Filing and Contact Details

Filer

Filer Name
Arcadia Educational Foundation
EIN
95-3651495
Phone
6264472165
Address
150 S THIRD AVENUE, ARCADIA, CA 91006

Signing Officer

Name
Norm Offstein
Title
Board President
Phone
6268216606
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norm Offstein
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
129
Volunteers
63

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Aef works in partnership with the arcadia unified school district to identify high value funding opportunities in need of support and provides funding directly to the district to support those activities.”

Form 990, Part XI, Line 9

“Cost of scrip sold 1,163,272 fundraising expense 21,769 cost of scrip sold -1,163,272 fundraising expense -21,769”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The foundation files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of scrip sold 1,163,272 fundraising expense 21,769”

Schedule D, Page 4, Part XII, Line 2D

“Cost of scrip sold 1,163,272 fundraising expense 21,769”

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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt054542
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0231748
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0231748
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02633609
IRS990/GrossSalesOfInventoryAmt01227420
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt027563
IRS990/InsuranceGrp/TotalAmt027563
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0166571
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0187236
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01344
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05191
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0109402
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt081058
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05319
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03191
IRS990/LandBldgEquipCostOrOtherBssAmt084249
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING TO ENHANCE ARCADIA UNIFIED SCHOOL DISTRICT'S PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01070821
IRS990/NetAssetsOrFundBalancesEOYAmt01105971
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3152
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3152
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt064148
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt064148
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0139599
IRS990/OccupancyGrp/TotalAmt0139599
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04710
IRS990/OfficeExpensesGrp/ProgramServicesAmt034169
IRS990/OfficeExpensesGrp/TotalAmt038879
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0504
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09415
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09919
IRS990/OtherExpensesGrp/Desc0SCRIP COMMISSIONS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt026627
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1540
IRS990/OtherExpensesGrp/ProgramServicesAmt049680
IRS990/OtherExpensesGrp/ProgramServicesAmt124196
IRS990/OtherExpensesGrp/ProgramServicesAmt220368
IRS990/OtherExpensesGrp/TotalAmt049680
IRS990/OtherExpensesGrp/TotalAmt126627
IRS990/OtherExpensesGrp/TotalAmt224540
IRS990/OtherExpensesGrp/TotalAmt320908
IRS990/OtherLiabilitiesGrp/BOYAmt0160142
IRS990/OtherLiabilitiesGrp/EOYAmt0166563
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062189
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0621426
IRS990/OtherSalariesAndWagesGrp/TotalAmt0683615
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04997
IRS990/PayrollTaxesGrp/ProgramServicesAmt060895
IRS990/PayrollTaxesGrp/TotalAmt065892
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0103017
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0118462
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014159
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08534
IRS990/PrincipalOfficerNm0NORM OFFSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01131779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01131779
IRS990/ProgSrvcAccomActyOtherGrp/Desc0AEF WORKS IN PARTNERSHIP WITH THE ARCADIA UNIFIED SCHOOL DISTRICT TO IDENTIFY HIGH VALUE FUNDING OPPORTUNITIES IN NEED OF SUPPORT AND PROVIDES FUNDING DIRECTLY TO THE DISTRICT TO SUPPORT THOSE ACTIVITIES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0251408
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0278827
IRS990/PYInvestmentIncomeAmt01885
IRS990/PYOtherExpensesAmt0366857
IRS990/PYOtherRevenueAmt072846
IRS990/PYProgramServiceRevenueAmt01149305
IRS990/PYRevenuesLessExpensesAmt0-5522
IRS990/PYSalariesCompEmpBnftPaidAmt0835282
IRS990/PYTotalExpensesAmt01480966
IRS990/PYTotalRevenueAmt01475444
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035150
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01197271
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01020662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0942102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0254449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0251408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0241866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0404948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0988288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02140959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01344
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0667
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0709
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06022
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02360543
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct00.99640
IRS990ScheduleA/PublicSupportTotal170Amt02140959
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0254449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0251408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0241866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0404948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0988288
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02140959
IRS990ScheduleA/TotalSupportAmt02146981
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt051335
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt051335
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0205341
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0205341
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt061377
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt061377
IRS990ScheduleC/GrassrootsCeilingAmt077003
IRS990ScheduleC/LobbyingCeilingAmt0308012
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0103017
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015445
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0118462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt032085
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0103017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt057832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt057832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt057832
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03191
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081058
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt084249
IRS990ScheduleD/ExpensesNotReportedAmt01185041
IRS990ScheduleD/ExpensesSubtotalAmt01413418
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt01185041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0166563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt01185041
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01185041
IRS990ScheduleD/RevenueSubtotalAmt01448568
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF SCRIP SOLD 1,163,272 FUNDRAISING EXPENSE 21,769
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF SCRIP SOLD 1,163,272 FUNDRAISING EXPENSE 21,769
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03191
IRS990ScheduleD/TotalExpensesPerForm990Amt01413418
IRS990ScheduleD/TotalLiabilityAmt0166563
IRS990ScheduleD/TotalRevenuePerForm990Amt01448568
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02633609
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02598459
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt044874
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt044874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021769
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BRIGHT NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08247
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08247
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063491

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,278,090
Liabilities
$172,119
Net assets
$1,105,971
Revenue
$1,448,568
Expenses
$1,413,418
Net income
$35,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.85$0.95$1.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.08$1.06$1.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.20$1.28$1.15$1.35$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.18$1.58$0.96$0.81$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.20$1.39$0.82$0.74$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.20$1.29$1.20$1.03$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.19$1.09$1.20$1.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.20$1.09$1.38$1.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.17$1.11$1.45$1.41$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.18$1.07$1.48$1.48$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.15$1.08$1.60$1.26$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.24$0.74$1.30
2011Summary only. Only limited summary data is available for this year.$0.94$0.35$0.59$1.47$1.28$0.19