Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2022 • EIN 95-3651495

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 28, 2023

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

61st percentile

0.13x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.17x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$1,481,766

Down $277,122 (-16%) from 2021

Net Assets

Down

$1,282,253

Down $297,381 (-19%) from 2021

Liabilities

Up

$199,513

Up $20,259 (+11%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin16th percentile

Revenue

Up

$1,152,581

Up $188,342 (+20%) from 2021

Expenses

Up

$1,354,299

Up $542,099 (+67%) from 2021

Net Income

Down

-$201,718

Down $353,757 (-233%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$1,481,766
Liabilities$199,513
Net Assets$1,282,253
Open 2022 Filing

Operations Trend

Revenue Growth66th 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

2022

Revenue$1,152,581
Expenses$1,354,299
Net Income-$201,718
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 28, 2023
Return Version
2022v5.0
Gross Receipts
$1,530,881
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$1,340,666$783,820▼ $556,846
Cash and Non-Interest-Bearing Accounts$16,521$363,132▲ $346,611
Investments in Publicly Traded Securities$280,820$234,030▼ $46,790
Inventories for Sale or Use$104,092$88,680▼ $15,412
Prepaid Expenses and Deferred Charges$12,733$10,302▼ $2,431
Land, Buildings, and Equipment, Net$4,056$1,802▼ $2,254
Total Assets$1,758,888$1,481,766▼ $277,122
Liabilities
Other Liabilities$170,940$176,574▲ $5,634
Accounts Payable and Accrued Expenses$8,314$22,939▲ $14,625
Total Liabilities$179,254$199,513▲ $20,259
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,156,218$910,550▼ $245,668
Net Assets With Donor Restrictions$423,416$371,703▼ $51,713
Total Net Assets Fund Balance$1,579,634$1,282,253▼ $297,381
Total Liabilities and Net Assets / Fund Balance$1,758,888$1,481,766▼ $277,122

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,802$81,595$83,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$314,362$19,457▼ $47,261-$286,558
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$94,572
Program Service Revenue
$1,046,804
Investment Income
$7,699
Other Revenue
$3,506
All Other Contributions
$94,572
Change in Net Assets
$-201,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,152,581
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$325,703
Total Revenue per Audited Statements
$1,478,284
Total Revenue per Form 990
$1,152,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$776,639
Other Expenses$353,751
Grants and Similar Amounts Paid$223,909
Total Fundraising Expense$6,269
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$692,063$20,533-$712,596
Grants to Domestic Orgs$223,909--$223,909
Occupancy$81,621$4,371-$85,992
Fees for Services Other-$72,537-$72,537
Payroll Taxes$57,948--$57,948
Fees for Services Legal-$31,238-$31,238
Insurance$16,471$8,235-$24,706
Other Expenses$178$3,243$6,269$9,690
Other Employee Benefits$6,095--$6,095
Advertising-$4,300-$4,300
All Other Expenses-$3,199-$3,199
Information Technology-$2,849-$2,849
Depreciation Depletion$2,254--$2,254
Office Expenses-$332-$332
Total Functional Expenses$1,197,193$150,837$6,269$1,354,299

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,732,599
Expenses per Audited Statements$1,354,299
Total Expenses per Form 990$1,354,299
Expenses Not Reported on Form 990$378,300
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$223,909
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$176,574
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
2023-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miguel Cea
Formed
1981
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
93
Volunteers
33

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 XI, LINE 9:

“Net asset restatement, audited financial statements issued 12/31/2022 -43,066.”

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 378,300.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“SCRIP COGS 378,300.”

Raw XML AppendixShowing 400 of 500 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/LandBldgEquipBasisNetGrp/BOYAmt04056
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01802
IRS990/LandBldgEquipCostOrOtherBssAmt083397
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/NetAssetsOrFundBalancesBOYAmt01579634
IRS990/NetAssetsOrFundBalancesEOYAmt01282253
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03506
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03506
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-52597
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01156218
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0910550
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04371
IRS990/OccupancyGrp/ProgramServicesAmt081621
IRS990/OccupancyGrp/TotalAmt085992
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0332
IRS990/OfficeExpensesGrp/TotalAmt0332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-43066
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06095
IRS990/OtherExpensesGrp/Desc0SUMMER PROGRAM ENRICHME
IRS990/OtherExpensesGrp/Desc1SUMMER MEALS AND ENTERT
IRS990/OtherExpensesGrp/Desc2MATERIALS
IRS990/OtherExpensesGrp/Desc3SERVICE FEES
IRS990/OtherExpensesGrp/FundraisingAmt06269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03243
IRS990/OtherExpensesGrp/ProgramServicesAmt087608
IRS990/OtherExpensesGrp/ProgramServicesAmt118546
IRS990/OtherExpensesGrp/ProgramServicesAmt210500
IRS990/OtherExpensesGrp/ProgramServicesAmt3178
IRS990/OtherExpensesGrp/TotalAmt087608
IRS990/OtherExpensesGrp/TotalAmt118546
IRS990/OtherExpensesGrp/TotalAmt210500
IRS990/OtherExpensesGrp/TotalAmt39690
IRS990/OtherLiabilitiesGrp/BOYAmt0170940
IRS990/OtherLiabilitiesGrp/EOYAmt0176574
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020533
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0692063
IRS990/OtherSalariesAndWagesGrp/TotalAmt0712596
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt057948
IRS990/PayrollTaxesGrp/TotalAmt057948
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010302
IRS990/PrincipalOfficerNm0MIGUEL CEA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01046804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01046804
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228466
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047000
IRS990/PYInvestmentIncomeAmt07022
IRS990/PYOtherExpensesAmt0156942
IRS990/PYOtherRevenueAmt01789
IRS990/PYProgramServiceRevenueAmt0726962
IRS990/PYRevenuesLessExpensesAmt0152039
IRS990/PYSalariesCompEmpBnftPaidAmt0608258
IRS990/PYTotalExpensesAmt0812200
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0964239
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-201718
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01050310
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01340666
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0783820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt094572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0228466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0171679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0184160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0804152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08205
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040616
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07986263
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85350
IRS990ScheduleA/PublicSupportPY170Pct00.86350
IRS990ScheduleA/PublicSupportTotal170Amt0721047
IRS990ScheduleA/SubstantialContributorsTotAmt083105
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt094572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0228466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0171679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0184160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0804152
IRS990ScheduleA/TotalSupportAmt0844768
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0314362
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019457
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0286558
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-47261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0253836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0314362
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0205354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0253836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048482
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0165695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0205354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0164341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0165695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8660
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-218
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01802
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081595
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083397
IRS990ScheduleD/ExpensesNotReportedAmt0378300
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01354299
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-52597
IRS990ScheduleD/OtherExpensesIncludedAmt0378300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0176574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCHOOLS
IRS990ScheduleD/OtherRevenueAmt0378300
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0325703
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01152581
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 378,300.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SCRIP COGS 378,300.
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/TotalBookValueLandBuildingsAmt01802
IRS990ScheduleD/TotalExpensesPerForm990Amt01354299
IRS990ScheduleD/TotalLiabilityAmt0176574
IRS990ScheduleD/TotalRevenuePerForm990Amt01152581
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01478284
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01732599
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0223909
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
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
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL GIFTS TO THE DISTRICT MUST BE APPROVED AT A MONTHLY BOARD MEETING BEFORE DISTRIBUTION. TO SELECT SPECIFIC ITEMS FROM THE WISH LIST, THE TRUSTEES' GUIDELINES ARE 1) SELECTING ITEMS THAT BENEFIT THE MAJORITY OF THE STUDENT BODY; 2) WITH LONG-TERM BENEFITS; 3) STRIKING A BALANCE AMONG THE SCHOOL LEVELS FOR FAIRNESS. THE EXAMPLES OF GIFTS ARE: CORE LITERATURE BOOKS, ROBOTICS CONTROL SYSTEM, COMPUTERS, ETC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,481,766
Liabilities
$199,513
Net assets
$1,282,253
Revenue
$1,152,581
Expenses
$1,354,299
Net income
-$201,718
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