Civic Intelligence

Arcadia Educational Foundation

990 • Fiscal year 2023 • EIN 95-3651495

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

5th percentile

-27%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-7.7%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,087,230

Down $394,536 (-27%) from 2022

Net Assets

Down

$1,082,585

Down $199,668 (-16%) from 2022

Liabilities

Down

$4,645

Down $194,868 (-98%) from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin16th percentile

Revenue

Down

$1,063,485

Down $89,096 (-7.7%) from 2022

Expenses

Down

$1,263,153

Down $91,146 (-6.7%) from 2022

Net Income

Up

-$199,668

Up $2,050 (+1.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2023

Assets$1,087,230
Liabilities$4,645
Net Assets$1,082,585
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$1,063,485
Expenses$1,263,153
Net Income-$199,668
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.1
Gross Receipts
$1,243,805
Mission and Program Overview

Mission

To provide funding to enhance arcadia unified school district's programs.

To provide funding to enhance arcadia unified school districts programs.3

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$363,132$522,811▲ $159,679
Savings and Temporary Cash Investments$783,820$283,814▼ $500,006
Investments in Publicly Traded Securities$234,030$271,211▲ $37,181
Inventories for Sale or Use$88,680--
Prepaid Expenses and Deferred Charges$10,302$9,093▼ $1,209
Land, Buildings, and Equipment, Net$1,802$301▼ $1,501
Total Assets$1,481,766$1,087,230▼ $394,536
Liabilities
Accounts Payable and Accrued Expenses$22,939--
Other Liabilities$176,574$4,645▼ $171,929
Total Liabilities$199,513$4,645▼ $194,868
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,550$686,455▼ $224,095
Net Assets With Donor Restrictions$371,703$396,130▲ $24,427
Total Net Assets Fund Balance$1,282,253$1,082,585▼ $199,668
Total Liabilities and Net Assets / Fund Balance$1,481,766$1,087,230▼ $394,536

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$301$83,096$83,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$286,558$22,360▲ $36,667-$345,585
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Salem WongPresident
John ChangVice President
Allan ChengTrustee
Janet ZhangTrustee
Kate GuoTrustee
Matthias HuberTrustee
Miguel CeaTrustee
Randy MacdonaldTrustee
Steve RheeTrustee
Ellen YuAsssistant Treasurer
Dipanker AddySecretary
Rodney MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,673
Program Service Revenue
$886,680
Investment Income
$53,085
Other Revenue
$13,047
All Other Contributions
$110,673
Change in Net Assets
$-199,668

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,063,485
Revenue Not Reported on Form 990
$180,320
Total Revenue per Audited Statements
$1,243,805
Total Revenue per Form 990
$1,063,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$736,869
Other Expenses$487,355
Grants and Similar Amounts Paid$38,929
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$675,740$5,406-$681,146
Fees for Services Other$93,214$89,947-$183,161
Occupancy$66,884$14,515-$81,399
Payroll Taxes$55,223$500-$55,723
Fees for Services Accounting$4,128$41,736-$45,864
Grants to Domestic Orgs$38,929--$38,929
Other Expenses$38,005$159-$38,164
Insurance$5,464$22,794-$28,258
Office Expenses$14,149$4,189-$18,338
Fees for Services Legal-$10,514-$10,514
Information Technology$5,114--$5,114
Depreciation Depletion$2,850--$2,850
Advertising$19$2,650-$2,669
Total Functional Expenses$1,070,743$192,410$0$1,263,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,443,473
Expenses per Audited Statements$1,263,153
Total Expenses per Form 990$1,263,153
Expenses Not Reported on Form 990$180,320
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arcadia Unified School DistrictArcadia, CA-Enhance School Districts Instructprog$38,929
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
Accts Payable Accrued Liabilities$4,645
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

Committee meeting documentation Part VI line 8B

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

Form 990 governing body review Part VI line 11

“A copy of the form 990 is given to trustees for review and approval before filing”

Conflict of interest policy compliance Part VI 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 required to diclose the existence of any financial interest and be afforded the opportunity to diclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitation to the individuals influence on related business matters.”

Governing documents etc available to public Part VI 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
Address
150 S THIRD AVENUE, Arcadia, CA 91006

Signing Officer

Name
Selam Wong
Title
President
Phone
6264472165
Signed
2024-07-22
Discuss with paid preparer
No

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
93
Volunteers
33

Preparer

Firm
Jmdaroya Associates
Address
240 N VIRGIL AVE STE 19, Los Angeles, CA 90004
Preparer
Joselito Daroya
Phone
2133854100
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Professional fees (general) $ 40,399consulting services (general) $ 41,305special events (general) $ 8,243consulting services (school programs) $ 76,627clerical temp work (school programs) $ 20,587”

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

“SCRIP COGS $180,320”

Other expenses not included on Form 990 (Part XII, line 2D)

“SCRIP COGS $180,320”

Raw XML AppendixShowing 400 of 464 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022939
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING TO ENHANCE ARCADIA UNIFIED SCHOOL DISTRICTS PROGRAMS.3
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02650
IRS990/AdvertisingGrp/ProgramServicesAmt019
IRS990/AdvertisingGrp/TotalAmt02669
IRS990/AllOtherContributionsAmt0110673
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ARCADIA EDUCATIONAL FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum06264472165
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 S THIRD AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Arcadia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091006
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0363132
IRS990/CashNonInterestBearingGrp/EOYAmt0522811
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0180320
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0110673
IRS990/CYGrantsAndSimilarPaidAmt038929
IRS990/CYInvestmentIncomeAmt053085
IRS990/CYOtherExpensesAmt0487355
IRS990/CYOtherRevenueAmt013047
IRS990/CYProgramServiceRevenueAmt0886680
IRS990/CYRevenuesLessExpensesAmt0-199668
IRS990/CYSalariesCompEmpBnftPaidAmt0736869
IRS990/CYTotalExpensesAmt01263153
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01063485
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02850
IRS990/DepreciationDepletionGrp/TotalAmt02850
IRS990/Desc0ARCADIA EDUCATIONAL FOUNDATION, AEF, WORKS IN PARTNERSHIP WITH THE ARCADIA UNIFIED SCHOOL DISTRICT TO IDENTIFY HIGH VALUE FUNDING OPPORTUNITIES IN NEED OF SUPPORT AND PROVIDES FUNDING DIRECTLY TO SUPPORT THOS ACTIVITIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0371703
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0396130
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt093
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01070743
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041736
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04128
IRS990/FeesForServicesAccountingGrp/TotalAmt045864
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010514
IRS990/FeesForServicesLegalGrp/TotalAmt010514
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt089947
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt093214
IRS990/FeesForServicesOtherGrp/TotalAmt0183161
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHIAS HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm1KATE GUO
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLAN CHENG
IRS990/Form990PartVIISectionAGrp/PersonNm3JANET ZHANG
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE RHEE
IRS990/Form990PartVIISectionAGrp/PersonNm5RANDY MACDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm6MIGUEL CEA
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN CHANG
IRS990/Form990PartVIISectionAGrp/PersonNm8SALEM WONG
IRS990/Form990PartVIISectionAGrp/PersonNm9RODNEY MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm10DIPANKER ADDY
IRS990/Form990PartVIISectionAGrp/PersonNm11ELLEN YU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASSSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt038929
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt038929
IRS990/GrantsToDomesticOrgsGrp/TotalAmt038929
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01243805
IRS990/GrossSalesOfInventoryAmt0193367
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05114
IRS990/InformationTechnologyGrp/TotalAmt05114
IRS990/InsuranceGrp/ManagementAndGeneralAmt022794
IRS990/InsuranceGrp/ProgramServicesAmt05464
IRS990/InsuranceGrp/TotalAmt028258
IRS990/InventoriesForSaleOrUseGrp/BOYAmt088680
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt053085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053085
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0234030
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0271211
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt083096
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01802
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0301
IRS990/LandBldgEquipCostOrOtherBssAmt083397
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING TO ENHANCE ARCADIA UNIFIED SCHOOL DISTRICTS PROGRAMS.3
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01282253
IRS990/NetAssetsOrFundBalancesEOYAmt01082585
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013047
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013047
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0910550
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0686455
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt014515
IRS990/OccupancyGrp/ProgramServicesAmt066884
IRS990/OccupancyGrp/TotalAmt081399
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04189
IRS990/OfficeExpensesGrp/ProgramServicesAmt014149
IRS990/OfficeExpensesGrp/TotalAmt018338
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUMMER SCHOOL PROGRAMS
IRS990/OtherExpensesGrp/Desc1SUMMER MEALS AND ENTERTAINME
IRS990/OtherExpensesGrp/Desc2MATERIALS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE & MERCHANT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0159
IRS990/OtherExpensesGrp/ProgramServicesAmt028829
IRS990/OtherExpensesGrp/ProgramServicesAmt119265
IRS990/OtherExpensesGrp/ProgramServicesAmt222930
IRS990/OtherExpensesGrp/ProgramServicesAmt338005
IRS990/OtherExpensesGrp/TotalAmt028829
IRS990/OtherExpensesGrp/TotalAmt119265
IRS990/OtherExpensesGrp/TotalAmt222930
IRS990/OtherExpensesGrp/TotalAmt338164
IRS990/OtherLiabilitiesGrp/BOYAmt0176574
IRS990/OtherLiabilitiesGrp/EOYAmt04645
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05406
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0675740
IRS990/OtherSalariesAndWagesGrp/TotalAmt0681146
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0500
IRS990/PayrollTaxesGrp/ProgramServicesAmt055223
IRS990/PayrollTaxesGrp/TotalAmt055723
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010302
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09093
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0886680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0886680
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-199668
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01063485
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0783820
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0228466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0171679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0730665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt053085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010415
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085496
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89520
IRS990ScheduleA/PublicSupportTotal170Amt0730665
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0228466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0171679
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0730665
IRS990ScheduleA/TotalSupportAmt0816161
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0286558
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt022360
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0345585
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt036667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0314362
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0286558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-47261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0253836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0314362
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0205354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0253836
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0165695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0205354
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039659
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0301
IRS990ScheduleD/EquipmentGrp/DepreciationAmt083096
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083397
IRS990ScheduleD/ExpensesNotReportedAmt0180320
IRS990ScheduleD/ExpensesSubtotalAmt01263153
IRS990ScheduleD/OtherExpensesIncludedAmt0180320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCTS PAYABLE ACCRUED LIABILITIES
IRS990ScheduleD/OtherRevenueAmt0180320
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0180320
IRS990ScheduleD/RevenueSubtotalAmt01063485
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCRIP COGS $180,320
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SCRIP COGS $180,320
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other revenues not included on Form 990 (Part XI, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0301
IRS990ScheduleD/TotalExpensesPerForm990Amt01263153
IRS990ScheduleD/TotalLiabilityAmt04645
IRS990ScheduleD/TotalRevenuePerForm990Amt01063485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01243805
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01443473
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt038929
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENHANCE SCHOOL DISTRICTS INSTRUCTPROG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARCADIA UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0956000133
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0150 S THIRD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Arcadia
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091006
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0ACTUAL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2PROCEDURES FOR MONITORING THE USE OF GRANTS FUNDS & ALL GIFTS TO THE DISTRICT MUST BE APPROVED AT A MONTHLY BOARD MEETINGBEFORE DISTRIBUTION. TO SELECT SPECIFIC ITEMS FROM THE WISH LIST, THE TRUSTEES GUIDELINES ARE:1) SELECTING ITEMS THAT BENERIT MAJORITY OF THE STUDENT BODY2) WITH LONG TERM BENEFITS3) STRIKING A BALANCE AMONG THE SCHOOL LEVELS FOR FAIRNESS. THE EXMAPLES OF GIFTS ARE: CORE LITERATURE BOOKS,ROBOTICS CONTROL SYSTEM, COMPUTERS, ETC
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS GIVEN TO TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO REQUIRED TO DICLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DICLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATION TO THE INDIVIDUALS INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES (GENERAL) $ 40,399CONSULTING SERVICES (GENERAL) $ 41,305SPECIAL EVENTS (GENERAL) $ 8,243CONSULTING SERVICES (SCHOOL PROGRAMS) $ 76,627CLERICAL TEMP WORK (SCHOOL PROGRAMS) $ 20,587
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01481766
IRS990/TotalAssetsEOYAmt01087230
IRS990/TotalAssetsGrp/BOYAmt01481766
IRS990/TotalAssetsGrp/EOYAmt01087230

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,087,230
Liabilities
$4,645
Net assets
$1,082,585
Revenue
$1,063,485
Expenses
$1,263,153
Net income
-$199,668
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