Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2019 • EIN 95-3651495

Jan 01, 2019 to Dec 31, 2019 • Filed on May 27, 2020

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

0.13x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

0.3%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,489,770

Up $205,508 (+16%) from 2018

Net Assets

Up

$1,290,358

Up $198,417 (+18%) from 2018

Liabilities

Up

$199,412

Up $7,091 (+3.7%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$1,200,913

Up $4,040 (+0.3%) from 2018

Expenses

Down

$1,032,982

Down $150,774 (-13%) from 2018

Net Income

Up

$167,931

Up $154,814 (+1180%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$1,489,770
Liabilities$199,412
Net Assets$1,290,358
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$1,200,913
Expenses$1,032,982
Net Income$167,931
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 27, 2020
Return Version
2019v5.1
Gross Receipts
$2,261,348
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$927,271$1,075,584▲ $148,313
Investments in Publicly Traded Securities$154,263$218,849▲ $64,586
Inventories for Sale or Use$174,221$170,748▼ $3,473
Cash and Non-Interest-Bearing Accounts$17,087$14,904▼ $2,183
Prepaid Expenses and Deferred Charges$8,159$8,448▲ $289
Land, Buildings, and Equipment, Net$791$1,037▲ $246
Accounts Receivable$2,470$200▼ $2,270
Total Assets$1,284,262$1,489,770▲ $205,508
Liabilities
Other Liabilities$182,062$188,246▲ $6,184
Accounts Payable and Accrued Expenses$10,259$11,166▲ $907
Total Liabilities$192,321$199,412▲ $7,091
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$916,478$1,057,750▲ $141,272
Net Assets With Donor Restrictions$175,463$232,608▲ $57,145
Total Net Assets Fund Balance$1,091,941$1,290,358▲ $198,417
Total Liabilities and Net Assets / Fund Balance$1,284,262$1,489,770▲ $205,508

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,037$76,725$77,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$165,695-▲ $39,659-$205,354
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Miguel CeaPresident
Sheldon WrightFirst Vice President
Carol HowardSecond Vice President
Allan ChengTrustee
Angelina Hernandez CarreteroTrustee
Janet ZhangTrustee
John Sun-ming ChangTrustee
Kate GuoTrustee
Matthias HuberTrustee
Norm OffsteinTrustee
Randy MacdonaldTrustee
Selam WongAssistant Secretary
Luis NagySecretary
Aaron RoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,679
Program Service Revenue
$1,011,443
Investment Income
$10,415
Other Revenue
$7,376
All Other Contributions
$171,679
Change in Net Assets
$167,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,200,913
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,090,921
Total Revenue per Audited Statements
$2,291,834
Total Revenue per Form 990
$1,200,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$737,011
Other Expenses$229,815
Grants and Similar Amounts Paid$66,156
Total Fundraising Expense$5,445
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$573,351$98,106-$671,457
Other Expenses$177,453--$177,453
Payroll Taxes$49,962$7,656-$57,618
Grants to Domestic Individuals$49,610--$49,610
Insurance-$17,163-$17,163
Grants to Domestic Orgs$16,546--$16,546
Fees for Services Other-$10,840-$10,840
Occupancy-$10,828-$10,828
Other Employee Benefits$7,207$729-$7,936
All Other Expenses-$1,557$5,445$7,002
Information Technology-$4,079-$4,079
Office Expenses-$1,317-$1,317
Advertising-$725-$725
Depreciation Depletion$278$130-$408
Total Functional Expenses$874,407$153,130$5,445$1,032,982

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,093,417
Expenses Not Reported on Form 990$1,060,435
Expenses per Audited Statements$1,032,982
Total Expenses per Form 990$1,032,982
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Unified School DistrictArcadia, CA-TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS$16,546
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$188,246
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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
2020-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miguel Cea
Formed
1981
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
91
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“NO CHANGES FROM PY.”

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 1,060,435.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 1,060,435.”

Raw XML AppendixShowing 400 of 507 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
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IRS990/InvestmentIncomeGrp/ExclusionAmt010415
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010415
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0154263
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0218849
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt076725
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0791
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01037
IRS990/LandBldgEquipCostOrOtherBssAmt077762
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
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/NetAssetsOrFundBalancesBOYAmt01091941
IRS990/NetAssetsOrFundBalancesEOYAmt01290358
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07376
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07376
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030486
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0916478
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01057750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010828
IRS990/OccupancyGrp/TotalAmt010828
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01317
IRS990/OfficeExpensesGrp/TotalAmt01317
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0729
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07207
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07936
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/ProgramServicesAmt0177453
IRS990/OtherExpensesGrp/TotalAmt0177453
IRS990/OtherLiabilitiesGrp/BOYAmt0182062
IRS990/OtherLiabilitiesGrp/EOYAmt0188246
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098106
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0573351
IRS990/OtherSalariesAndWagesGrp/TotalAmt0671457
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07656
IRS990/PayrollTaxesGrp/ProgramServicesAmt049962
IRS990/PayrollTaxesGrp/TotalAmt057618
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08159
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08448
IRS990/PrincipalOfficerNm0MIGUEL CEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01011443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01011443
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0184160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0116050
IRS990/PYInvestmentIncomeAmt08205
IRS990/PYOtherExpensesAmt0239438
IRS990/PYOtherRevenueAmt03944
IRS990/PYProgramServiceRevenueAmt01000564
IRS990/PYRevenuesLessExpensesAmt013117
IRS990/PYSalariesCompEmpBnftPaidAmt0828268
IRS990/PYTotalExpensesAmt01183756
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01196873
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0167931
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01018819
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0927271
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01075584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0184160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0205204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0254449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01016991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01344
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038696
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09980353
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96330
IRS990ScheduleA/PublicSupportPY170Pct00.97320
IRS990ScheduleA/PublicSupportTotal170Amt01016991
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0171679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0184160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0254449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01016991
IRS990ScheduleA/TotalSupportAmt01055687
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt050000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt050000
IRS990ScheduleC/LobbyingCeilingAmt075000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0165695
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0205354
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0164341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0165695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8660
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-218
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0136215
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0164341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0118462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0136215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0103017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0118462
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01037
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077762
IRS990ScheduleD/ExpensesNotReportedAmt01060435
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01032982
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt030486
IRS990ScheduleD/OtherExpensesIncludedAmt01060435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0188246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt01060435
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01090921
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01200913
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 1,060,435.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SCRIP COGS 1,060,435.
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/TotalBookValueLandBuildingsAmt01037
IRS990ScheduleD/TotalExpensesPerForm990Amt01032982
IRS990ScheduleD/TotalLiabilityAmt0188246
IRS990ScheduleD/TotalRevenuePerForm990Amt01200913
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02291834
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02093417
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049610
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MINI-GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt060
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt016546
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARCADIA UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0956000133

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,489,770
Liabilities
$199,412
Net assets
$1,290,358
Revenue
$1,200,913
Expenses
$1,032,982
Net income
$167,931
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