Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2017 • EIN 95-3651495

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.15x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

31st percentile

-2.4%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,296,689

Up $18,599 (+1.5%) from 2015

Net Assets

Down

$1,092,177

Down $13,794 (-1.2%) from 2015

Liabilities

Up

$204,512

Up $32,393 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin32nd percentile

Revenue

Down

$1,380,281

Down $68,287 (-4.7%) from 2015

Expenses

Up

$1,416,258

Up $2,840 (+0.2%) from 2015

Net Income

Down

-$35,977

Down $71,127 (-202%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$1,296,689
Liabilities$204,512
Net Assets$1,092,177
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$1,380,281
Expenses$1,416,258
Net Income-$35,977
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$2,499,813
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$932,374$944,869▲ $12,495
Investments in Publicly Traded Securities$134,834$162,931▲ $28,097
Inventories for Sale or Use$180,248$151,852▼ $28,396
Cash and Non-Interest-Bearing Accounts$13,446$22,620▲ $9,174
Prepaid Expenses and Deferred Charges$7,575$8,966▲ $1,391
Accounts Receivable$12,496$4,068▼ $8,428
Land, Buildings, and Equipment, Net$1,894$1,383▼ $511
Total Assets$1,282,867$1,296,689▲ $13,822
Liabilities
Other Liabilities$158,585$184,043▲ $25,458
Accounts Payable and Accrued Expenses$12,096$20,469▲ $8,373
Total Liabilities$170,681$204,512▲ $33,831
Net Assets / Fund Balance
Unrestricted Net Assets$965,921$916,286▼ $49,635
Permanently Rstr Net Assets$127,067$135,977▲ $8,910
Temporarily Rstr Net Assets$19,198$39,914▲ $20,716
Total Net Assets Fund Balance$1,112,186$1,092,177▼ $20,009
Total Liabilities and Net Assets / Fund Balance$1,282,867$1,296,689▲ $13,822

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,383$75,725$77,108

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$136,215$8,910▲ $19,326$110$164,341
2016$118,462$8,605▲ $9,148-$136,215
2015$103,017$15,445--$118,462
2014$70,932$32,085--$103,017
2013$57,832$13,100--$70,932
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Powen ChengPresident
Sheldon WrightFirst Vice President
Carol HowardSecond Vice President
Aaron RoseTrustee
Anny LeeTrustee
Kate GuoTrustee
Luis NagyTrustee
Norm OffsteinTrustee
Randy MacdonaldTrustee
Wei YuTrustee
Selam WongSecretary
Miguel CeaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,499
Program Service Revenue
$1,166,131
Investment Income
$6,311
Other Revenue
$6,340
All Other Contributions
$201,499
Change in Net Assets
$-35,977

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,380,281
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,135,500
Total Revenue per Audited Statements
$2,515,781
Total Revenue per Form 990
$1,380,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$829,997
Other Expenses$313,440
Grants and Similar Amounts Paid$272,821
Total Fundraising Expense$5,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$674,117$78,747-$752,864
Grants to Domestic Orgs$243,748--$243,748
Occupancy$110,840--$110,840
Payroll Taxes$60,521$6,433-$66,954
Fees for Services Lobbying$50,000--$50,000
Grants to Domestic Individuals$29,073--$29,073
Insurance-$18,583-$18,583
Other Employee Benefits$9,533$646-$10,179
Fees for Services Other-$8,685-$8,685
Other Expenses$108,288$1,397$5,174$6,571
Information Technology-$5,733-$5,733
Advertising-$2,861-$2,861
Office Expenses-$986-$986
Depreciation Depletion-$893-$893
Total Functional Expenses$1,286,120$124,964$5,174$1,416,258

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,535,790
Expenses per Audited Statements$1,416,258
Total Expenses per Form 990$1,416,258
Expenses Not Reported on Form 990$1,119,532
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Unified School DistrictArcadia, CA501c3TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.$243,748
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Schools$184,043
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
No
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15

“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. Compensation process for officers officers are not compensated. Otherwise, same as above.”

Form 990, Part VI, Section C, 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
Powen Cheng
Title
President
Phone
6264472165
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Powen Cheng
Formed
1981
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
116
Volunteers
75

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment fund is to ensure stable, long term funding for the benefit of the students of the arcadia unified school district.”

PART X, LINE 2:

“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.”

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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0110840
IRS990/OccupancyGrp/TotalAmt0110840
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0986
IRS990/OfficeExpensesGrp/TotalAmt0986
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0646
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09533
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010179
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt05174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01397
IRS990/OtherExpensesGrp/ProgramServicesAmt0108288
IRS990/OtherExpensesGrp/TotalAmt0108288
IRS990/OtherExpensesGrp/TotalAmt16571
IRS990/OtherLiabilitiesGrp/BOYAmt0158585
IRS990/OtherLiabilitiesGrp/EOYAmt0184043
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0674117
IRS990/OtherSalariesAndWagesGrp/TotalAmt0752864
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06433
IRS990/PayrollTaxesGrp/ProgramServicesAmt060521
IRS990/PayrollTaxesGrp/TotalAmt066954
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0127067
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0135977
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08966
IRS990/PrincipalOfficerNm0POWEN CHENG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01166131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01166131
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205204
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0248748
IRS990/PYInvestmentIncomeAmt012421
IRS990/PYOtherExpensesAmt0359497
IRS990/PYOtherRevenueAmt064773
IRS990/PYProgramServiceRevenueAmt01093804
IRS990/PYRevenuesLessExpensesAmt06215
IRS990/PYSalariesCompEmpBnftPaidAmt0761742
IRS990/PYTotalExpensesAmt01369987
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01376202
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-35977
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01172471
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0932374
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0944869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0201499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0254449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0251408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0241866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01154426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01344
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01417
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023378
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98020
IRS990ScheduleA/PublicSupportPY170Pct00.96100
IRS990ScheduleA/PublicSupportTotal170Amt01154426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0201499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0254449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0241866
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01154426
IRS990ScheduleA/TotalSupportAmt01177804
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt050000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt050000
IRS990ScheduleC/LobbyingCeilingAmt075000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0136215
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08910
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0164341
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019326
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0118462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0136215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0103017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0118462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt070932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt032085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0103017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt057832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt070932
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01383
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077108
IRS990ScheduleD/ExpensesNotReportedAmt01119532
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01416258
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt015968
IRS990ScheduleD/OtherExpensesIncludedAmt01119532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0184043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt01119532
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.83000
IRS990ScheduleD/RevenueNotReportedAmt01135500
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01380281
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUND IS TO ENSURE STABLE, LONG TERM FUNDING FOR THE BENEFIT OF THE STUDENTS OF THE ARCADIA UNIFIED SCHOOL DISTRICT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.17000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01383
IRS990ScheduleD/TotalExpensesPerForm990Amt01416258
IRS990ScheduleD/TotalLiabilityAmt0184043
IRS990ScheduleD/TotalRevenuePerForm990Amt01380281
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02515781
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02535790
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029073
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MINI-GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt045
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0243748
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARCADIA UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0956000133
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0150 S THIRD AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARCADIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091006
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL GIFTS TO THE DISTRICT MUST BE APPROVED AT A MONTHLY BOARD MEETING BEFORE DISTRIBUTION. TO SELECT SPECIFIC ITEMS FROM THE WISH LIST, THE TRUSTEES' GUIDELINES ARE 1) SELECTING ITEMS THAT BENEFIT THE MAJORITY OF THE STUDENT BODY; 2) WITH LONG-TERM BENEFITS; 3) STRIKING A BALANCE AMONG THE SCHOOL LEVELS FOR FAIRNESS. THE EXAMPLES OF GIFTS ARE: CORE LITERATURE BOOKS, ROBOTICS CONTROL SYSTEM, COMPUTERS, ETC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS GIVEN TO TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT INCLUDES THE REVIEW AND APPROVAL OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION PROCESS FOR OFFICERS OFFICERS ARE NOT COMPENSATED. OTHERWISE, SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,296,689
Liabilities
$204,512
Net assets
$1,092,177
Revenue
$1,380,281
Expenses
$1,416,258
Net income
-$35,977
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