Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2018 • EIN 95-3651495

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

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

58th percentile

0.15x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.16x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,284,262

Down $12,427 (-1.0%) from 2017

Net Assets

Down

$1,091,941

Down $236 (-0.0%) from 2017

Liabilities

Down

$192,321

Down $12,191 (-6.0%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin44th percentile

Revenue

Down

$1,196,873

Down $183,408 (-13%) from 2017

Expenses

Down

$1,183,756

Down $232,502 (-16%) from 2017

Net Income

Up

$13,117

Up $49,094 (+136%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$1,284,262
Liabilities$192,321
Net Assets$1,091,941
Open 2018 Filing

Operations Trend

Revenue Growth19th 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

2018

Revenue$1,196,873
Expenses$1,183,756
Net Income$13,117
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$2,301,613
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$944,869$927,271▼ $17,598
Inventories for Sale or Use$151,852$174,221▲ $22,369
Investments in Publicly Traded Securities$162,931$154,263▼ $8,668
Cash and Non-Interest-Bearing Accounts$22,620$17,087▼ $5,533
Prepaid Expenses and Deferred Charges$8,966$8,159▼ $807
Accounts Receivable$4,068$2,470▼ $1,598
Land, Buildings, and Equipment, Net$1,383$791▼ $592
Total Assets$1,296,689$1,284,262▼ $12,427
Liabilities
Other Liabilities$184,043$182,062▼ $1,981
Accounts Payable and Accrued Expenses$20,469$10,259▼ $10,210
Total Liabilities$204,512$192,321▼ $12,191
Net Assets / Fund Balance
Unrestricted Net Assets$916,286$916,478▲ $192
Permanently Rstr Net Assets$135,977$146,209▲ $10,232
Temporarily Rstr Net Assets$39,914$29,254▼ $10,660
Total Net Assets Fund Balance$1,092,177$1,091,941▼ $236
Total Liabilities and Net Assets / Fund Balance$1,296,689$1,284,262▼ $12,427

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$791$76,317$77,108

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$164,341$10,232▼ $8,660$-218$165,695
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Miguel CeaPresident
Sheldon WrightFirst Vice President
Carol HowardSecond Vice President
Allan ChengTrustee
Anny LeeTrustee
Janet ZhangTrustee
Kate GuoTrustee
Norm OffsteinTrustee
Randy MacdonaldTrustee
W YuTrustee
Selam WongAssistant Secretary
Luis NagySecretary
Aaron RoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$184,160
Program Service Revenue
$1,000,564
Investment Income
$8,205
Other Revenue
$3,944
All Other Contributions
$184,160
Change in Net Assets
$13,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,196,873
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,091,387
Total Revenue per Audited Statements
$2,288,260
Total Revenue per Form 990
$1,196,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$828,268
Other Expenses$239,438
Grants and Similar Amounts Paid$116,050
Total Fundraising Expense$8,139
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,696$74,951-$752,647
Other Expenses$181,357--$181,357
Grants to Domestic Orgs$90,346--$90,346
Payroll Taxes$59,238$5,907-$65,145
Grants to Domestic Individuals$25,704--$25,704
Insurance$11,918$5,870-$17,788
All Other Expenses-$3,390$8,139$11,529
Occupancy$8,121$2,707-$10,828
Other Employee Benefits$9,879$597-$10,476
Fees for Services Other-$9,420-$9,420
Information Technology-$5,898-$5,898
Advertising-$1,064-$1,064
Office Expenses-$962-$962
Depreciation Depletion$332$260-$592
Total Functional Expenses$1,064,591$111,026$8,139$1,183,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,288,496
Expenses per Audited Statements$1,183,756
Total Expenses per Form 990$1,183,756
Expenses Not Reported on Form 990$1,104,740
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.$90,346
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$182,062
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
No
Other officer compensation reviewed
No
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 A, Line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

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

“Officers are not compensated.”

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
Miguel Cea
Title
President
Phone
6264472165
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miguel Cea
Formed
1981
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
110
Volunteers
83

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 1,104,740.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 1,104,740.”

Raw XML AppendixShowing 400 of 503 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FUNDING TO ENHANCE ARCADIA UNIFIED SCHOOL DISTRICT'S PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01092177
IRS990/NetAssetsOrFundBalancesEOYAmt01091941
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03944
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03944
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13353
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02707
IRS990/OccupancyGrp/ProgramServicesAmt08121
IRS990/OccupancyGrp/TotalAmt010828
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0962
IRS990/OfficeExpensesGrp/TotalAmt0962
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09879
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010476
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/ProgramServicesAmt0181357
IRS990/OtherExpensesGrp/TotalAmt0181357
IRS990/OtherLiabilitiesGrp/BOYAmt0184043
IRS990/OtherLiabilitiesGrp/EOYAmt0182062
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074951
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0677696
IRS990/OtherSalariesAndWagesGrp/TotalAmt0752647
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05907
IRS990/PayrollTaxesGrp/ProgramServicesAmt059238
IRS990/PayrollTaxesGrp/TotalAmt065145
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0135977
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0146209
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08966
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08159
IRS990/PrincipalOfficerNm0MIGUEL CEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01000564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01000564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0201499
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0272821
IRS990/PYInvestmentIncomeAmt06311
IRS990/PYOtherExpensesAmt0313440
IRS990/PYOtherRevenueAmt06340
IRS990/PYProgramServiceRevenueAmt01166131
IRS990/PYRevenuesLessExpensesAmt0-35977
IRS990/PYSalariesCompEmpBnftPaidAmt0829997
IRS990/PYTotalExpensesAmt01416258
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01380281
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt013117
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01004508
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0944869
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0927271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0184160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0201499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0254449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01096720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01344
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01885
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030166
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05745575
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97320
IRS990ScheduleA/PublicSupportPY170Pct00.98020
IRS990ScheduleA/PublicSupportTotal170Amt01096720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0184160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0254449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0251408
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01096720
IRS990ScheduleA/TotalSupportAmt01126886
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt050000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt050000
IRS990ScheduleC/LobbyingCeilingAmt075000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0164341
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010232
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0165695
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8660
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-218
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0136215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0164341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0118462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0136215
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0103017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0118462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt070932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt032085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0103017
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0791
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076317
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077108
IRS990ScheduleD/ExpensesNotReportedAmt01104740
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01183756
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-13353
IRS990ScheduleD/OtherExpensesIncludedAmt01104740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0182062
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt01104740
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88000
IRS990ScheduleD/RevenueNotReportedAmt01091387
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01196873
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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SCRIP COGS 1,104,740.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SCRIP COGS 1,104,740.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0791
IRS990ScheduleD/TotalExpensesPerForm990Amt01183756
IRS990ScheduleD/TotalLiabilityAmt0182062
IRS990ScheduleD/TotalRevenuePerForm990Amt01196873
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02288260
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02288496
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025704
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MINI-GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt090346
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.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,284,262
Liabilities
$192,321
Net assets
$1,091,941
Revenue
$1,196,873
Expenses
$1,183,756
Net income
$13,117
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