Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2021 • EIN 95-3651495

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

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

56th percentile

0.10x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.19x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

16%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

52nd percentile

10%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

17%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,758,888

Up $161,580 (+10%) from 2020

Net Assets

Up

$1,579,634

Up $185,718 (+13%) from 2020

Liabilities

Down

$179,254

Down $24,138 (-12%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin56th percentile

Revenue

Up

$964,239

Up $140,668 (+17%) from 2020

Expenses

Up

$812,200

Up $73,723 (+10.0%) from 2020

Net Income

Up

$152,039

Up $66,945 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$1,758,888
Liabilities$179,254
Net Assets$1,579,634
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$964,239
Expenses$812,200
Net Income$152,039
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Gross Receipts
$1,444,080
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$1,264,788$1,340,666▲ $75,878
Investments in Publicly Traded Securities$241,675$280,820▲ $39,145
Inventories for Sale or Use$59,816$104,092▲ $44,276
Cash and Non-Interest-Bearing Accounts$16,792$16,521▼ $271
Prepaid Expenses and Deferred Charges$13,608$12,733▼ $875
Land, Buildings, and Equipment, Net$629$4,056▲ $3,427
Total Assets$1,597,308$1,758,888▲ $161,580
Liabilities
Other Liabilities$186,274$170,940▼ $15,334
Unsecured Notes Loans Payable$10,000--
Accounts Payable and Accrued Expenses$7,118$8,314▲ $1,196
Total Liabilities$203,392$179,254▼ $24,138
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,114,026$1,156,218▲ $42,192
Net Assets With Donor Restrictions$279,890$423,416▲ $143,526
Total Net Assets Fund Balance$1,393,916$1,579,634▲ $185,718
Total Liabilities and Net Assets / Fund Balance$1,597,308$1,758,888▲ $161,580

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,056$73,706$77,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$253,836$21,932▲ $38,594-$314,362
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Miguel CeaPresident
Carol HowardVice President
Allan ChengTrustee
Dipankar AddyTrustee
Janet ZhangTrustee
Kate GuoTrustee
Luis NagyTrustee
Randy MacdonaldTrustee
Selam WongTrustee
Ellen YuAssistant Treasurer
Adam HochfeldSecretary
John Shun-ming ChangSecretary Assistant
Matthias HuberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,466
Program Service Revenue
$726,962
Investment Income
$7,022
Other Revenue
$1,789
All Other Contributions
$218,466
Change in Net Assets
$152,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$964,239
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$513,520
Total Revenue per Audited Statements
$1,477,759
Total Revenue per Form 990
$964,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$608,258
Other Expenses$156,942
Grants and Similar Amounts Paid$47,000
Total Fundraising Expense$4,111
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$537,995$17,735-$555,730
Fees for Services Other-$49,244-$49,244
Grants to Domestic Orgs$47,000--$47,000
Payroll Taxes$46,873--$46,873
Insurance$13,464$6,631-$20,095
Occupancy$8,121$2,707-$10,828
Advertising-$7,566-$7,566
Other Expenses$55,387$1,997$4,111$6,108
Other Employee Benefits$5,655--$5,655
Information Technology-$3,148-$3,148
Office Expenses-$2,358-$2,358
Depreciation Depletion$2,078$130-$2,208
Total Functional Expenses$716,573$91,516$4,111$812,200

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,292,041
Expenses per Audited Statements$812,200
Total Expenses per Form 990$812,200
Expenses Not Reported on Form 990$479,841
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$30,000
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Schools$170,940
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
2022-04-28
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
66
Volunteers
13

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Mei-li Huang
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, 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 is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The foundation files informational returns in the u.s. Federal jurisdiction and the state of california.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 479,841.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 479,841.”

Raw XML AppendixShowing 400 of 503 raw XML fields

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IRS990/LandBldgEquipBasisNetGrp/EOYAmt04056
IRS990/LandBldgEquipCostOrOtherBssAmt077762
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
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/NetAssetsOrFundBalancesBOYAmt01393916
IRS990/NetAssetsOrFundBalancesEOYAmt01579634
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01789
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01789
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033679
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01114026
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01156218
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02707
IRS990/OccupancyGrp/ProgramServicesAmt08121
IRS990/OccupancyGrp/TotalAmt010828
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02358
IRS990/OfficeExpensesGrp/TotalAmt02358
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05655
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05655
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt04111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01997
IRS990/OtherExpensesGrp/ProgramServicesAmt055387
IRS990/OtherExpensesGrp/TotalAmt055387
IRS990/OtherExpensesGrp/TotalAmt16108
IRS990/OtherLiabilitiesGrp/BOYAmt0186274
IRS990/OtherLiabilitiesGrp/EOYAmt0170940
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017735
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0537995
IRS990/OtherSalariesAndWagesGrp/TotalAmt0555730
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt046873
IRS990/PayrollTaxesGrp/TotalAmt046873
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013608
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012733
IRS990/PrincipalOfficerNm0MIGUEL CEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0726962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0726962
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125275
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075442
IRS990/PYInvestmentIncomeAmt07275
IRS990/PYOtherExpensesAmt0135632
IRS990/PYOtherRevenueAmt01543
IRS990/PYProgramServiceRevenueAmt0689478
IRS990/PYRevenuesLessExpensesAmt085094
IRS990/PYSalariesCompEmpBnftPaidAmt0527403
IRS990/PYTotalExpensesAmt0738477
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0823571
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0152039
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0728751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01264788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01340666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0171679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0184160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0201499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0911079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039228
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01208592
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt011288
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011288
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86350
IRS990ScheduleA/PublicSupportPY170Pct00.95210
IRS990ScheduleA/PublicSupportTotal170Amt0830311
IRS990ScheduleA/SubstantialContributorsTotAmt080768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0171679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0184160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0201499
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0911079
IRS990ScheduleA/TotalSupportAmt0961595
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0253836
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt021932
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0314362
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt038594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0205354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0253836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048482
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0165695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0205354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0164341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0165695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0136215
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0164341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0110
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04056
IRS990ScheduleD/EquipmentGrp/DepreciationAmt073706
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077762
IRS990ScheduleD/ExpensesNotReportedAmt0479841
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0812200
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt033679
IRS990ScheduleD/OtherExpensesIncludedAmt0479841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0170940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt0479841
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0513520
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0964239
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 IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SCRIP COGS 479,841.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SCRIP COGS 479,841.
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/TotalBookValueLandBuildingsAmt04056
IRS990ScheduleD/TotalExpensesPerForm990Amt0812200
IRS990ScheduleD/TotalLiabilityAmt0170940
IRS990ScheduleD/TotalRevenuePerForm990Amt0964239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01477759
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01292041
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/ValuationMethodUsedDesc0ACTUAL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,758,888
Liabilities
$179,254
Net assets
$1,579,634
Revenue
$964,239
Expenses
$812,200
Net income
$152,039
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