Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2020 • EIN 95-3651495

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.25x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.2%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,597,308

Up $107,538 (+7.2%) from 2019

Net Assets

Up

$1,393,916

Up $103,558 (+8.0%) from 2019

Liabilities

Up

$203,392

Up $3,980 (+2.0%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin60th percentile

Revenue

Down

$823,571

Down $377,342 (-31%) from 2019

Expenses

Down

$738,477

Down $294,505 (-29%) from 2019

Net Income

Down

$85,094

Down $82,837 (-49%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$1,597,308
Liabilities$203,392
Net Assets$1,393,916
Open 2020 Filing

Operations Trend

Revenue Growth15th 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

2020

Revenue$823,571
Expenses$738,477
Net Income$85,094
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$1,293,109
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$1,075,584$1,264,788▲ $189,204
Investments in Publicly Traded Securities$218,849$241,675▲ $22,826
Inventories for Sale or Use$170,748$59,816▼ $110,932
Cash and Non-Interest-Bearing Accounts$14,904$16,792▲ $1,888
Prepaid Expenses and Deferred Charges$8,448$13,608▲ $5,160
Land, Buildings, and Equipment, Net$1,037$629▼ $408
Accounts Receivable$200--
Total Assets$1,489,770$1,597,308▲ $107,538
Liabilities
Other Liabilities$188,246$186,274▼ $1,972
Unsecured Notes Loans Payable$0$10,000▲ $10,000
Accounts Payable and Accrued Expenses$11,166$7,118▼ $4,048
Total Liabilities$199,412$203,392▲ $3,980
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,057,750$1,114,026▲ $56,276
Net Assets With Donor Restrictions$232,608$279,890▲ $47,282
Total Net Assets Fund Balance$1,290,358$1,393,916▲ $103,558
Total Liabilities and Net Assets / Fund Balance$1,489,770$1,597,308▲ $107,538

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$629$77,133$77,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$205,354-▲ $48,482-$253,836
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Miguel CeaPresident
Carol HowardVice President
Aaron RoseTrustee
Allan ChengTrustee
Angelina Hernandez CarreteroTrustee
Janet ZhangTrustee
Kate GuoTrustee
Norm OffsteinTrustee
Randy MacdonaldTrustee
Selam WongTrustee
Sheldon WrightTrustee
John Shun-ming ChangAssistant Secretary
Mathias HuberSecretary
Luis NagyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,275
Program Service Revenue
$689,478
Investment Income
$7,275
Other Revenue
$1,543
Change in Net Assets
$85,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$823,571
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$488,002
Total Revenue per Audited Statements
$1,311,573
Total Revenue per Form 990
$823,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$527,403
Other Expenses$135,632
Grants and Similar Amounts Paid$75,442
Total Fundraising Expense$9,214
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$419,295$63,643-$482,938
Grants to Domestic Orgs$51,200--$51,200
Payroll Taxes$36,706$2,309-$39,015
Grants to Domestic Individuals$24,242--$24,242
Fees for Services Other-$15,408$4,200$19,608
Insurance$12,519$5,365-$17,884
Royalties-$10,828-$10,828
Other Employee Benefits$5,273$177-$5,450
Other Expenses$76,713$1,540$2,451$3,991
Information Technology-$1,263$2,563$3,826
Advertising-$1,400-$1,400
Office Expenses-$974-$974
Depreciation Depletion$343$65-$408
Total Functional Expenses$626,291$102,972$9,214$738,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,208,015
Expenses per Audited Statements$738,477
Total Expenses per Form 990$738,477
Expenses Not Reported on Form 990$469,538
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$50,000
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$186,274
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section 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 12C

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

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
2021-05-13
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
55
Volunteers
14

Preparer

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

Additional Explanations

Part XII, Line 2C

“The process has not changed from last year.”

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 469,538.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 469,538.”

Raw XML AppendixShowing 400 of 513 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/InsuranceGrp/ProgramServicesAmt012519
IRS990/InsuranceGrp/TotalAmt017884
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0170748
IRS990/InventoriesForSaleOrUseGrp/EOYAmt059816
IRS990/InvestmentIncomeGrp/ExclusionAmt07275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07275
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0218849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0241675
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077133
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01037
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0629
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/NetAssetsOrFundBalancesBOYAmt01290358
IRS990/NetAssetsOrFundBalancesEOYAmt01393916
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01543
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01543
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018464
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01057750
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01114026
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0974
IRS990/OfficeExpensesGrp/TotalAmt0974
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0177
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05273
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05450
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt02451
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01540
IRS990/OtherExpensesGrp/ProgramServicesAmt076713
IRS990/OtherExpensesGrp/TotalAmt076713
IRS990/OtherExpensesGrp/TotalAmt13991
IRS990/OtherLiabilitiesGrp/BOYAmt0188246
IRS990/OtherLiabilitiesGrp/EOYAmt0186274
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063643
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0419295
IRS990/OtherSalariesAndWagesGrp/TotalAmt0482938
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02309
IRS990/PayrollTaxesGrp/ProgramServicesAmt036706
IRS990/PayrollTaxesGrp/TotalAmt039015
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08448
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013608
IRS990/PrincipalOfficerNm0MIGUEL CEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0689478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0689478
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0171679
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt066156
IRS990/PYInvestmentIncomeAmt010415
IRS990/PYOtherExpensesAmt0229815
IRS990/PYOtherRevenueAmt07376
IRS990/PYProgramServiceRevenueAmt01011443
IRS990/PYRevenuesLessExpensesAmt0167931
IRS990/PYSalariesCompEmpBnftPaidAmt0737011
IRS990/PYTotalExpensesAmt01032982
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01200913
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt085094
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0691021
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt010828
IRS990/RoyaltiesGrp/TotalAmt010828
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01075584
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01264788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0125275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0171679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0184160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0201499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0887817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012421
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044627
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01160559
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95210
IRS990ScheduleA/PublicSupportPY170Pct00.96330
IRS990ScheduleA/PublicSupportTotal170Amt0887817
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0171679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0184160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0201499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205204
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0887817
IRS990ScheduleA/TotalSupportAmt0932444
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt050000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt050000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt050000
IRS990ScheduleC/LobbyingCeilingAmt075000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0205354
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0253836
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0165695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0205354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0164341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0165695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0136215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0164341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0118462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08605
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0136215
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09148
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0629
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077133
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077762
IRS990ScheduleD/ExpensesNotReportedAmt0469538
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0738477
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018464
IRS990ScheduleD/OtherExpensesIncludedAmt0469538
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt0469538
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0488002
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0823571
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 469,538.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SCRIP COGS 469,538.
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/TotalBookValueLandBuildingsAmt0629
IRS990ScheduleD/TotalExpensesPerForm990Amt0738477
IRS990ScheduleD/TotalLiabilityAmt0186274
IRS990ScheduleD/TotalRevenuePerForm990Amt0823571
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01311573
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01208015
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024242
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MINI-GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TO ENHANCE THE SCHOOL DISTRICT'S INSTRUCTIONAL AND EDUCATIONAL PROGRAMS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0496

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,597,308
Liabilities
$203,392
Net assets
$1,393,916
Revenue
$823,571
Expenses
$738,477
Net income
$85,094
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