2025-05-15T12:03:58-05:00 2024-06-30 953184251 CLINE CARROLL & BARTELL LLP 9190 IRVINE CENTER DRIVE IRVINE CA 92618 990 2023-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 1 POST 250 IRVINE CA 92618 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 9492638340 2025-05-14 1 0 RENEE M BARTELL P00956363 9494500555 2023 2025-03-06 01:10:19Z NEDA EATON 1 POST 250 IRVINE CA 92618 8288977 0 X WWW.IPSF.NET X 1996 CA SEE STATEMENT O. 17 17 300 200 0 0 3005298 2442253 3947890 4624517 184104 168276 -139630 -31663 6997662 7203383 1721671 1714563 0 0 3024563 3290559 0 0 563056 2524604 2522227 7270838 7527349 -273176 -323966 9072813 9442391 2234855 2590331 6837958 6852060 X IRVINE PUBLIC SCHOOLS FOUNDATION'S MISSION IS TO ENRICH THE EDUCATIONAL EXPERIENCE OF EACH CHILD IN EVERY SCHOOL. WE ACHIEVE THIS BY PROVIDING PROGRAMS, RAISING FUNDS, AND UNITING THE COMMUNITY IN SUPPORT OF EDUCATIONAL EXCELLENCE. 0 0 1440000 1440000 0 CLASSROOM AND HEALTH SUPPORT FOR THE IRVINE UNIFIED SCHOOL DISTRICT (IUSD). FUNDS WERE GRANTED TO IUSD TO PROVIDE EXTRA TEACHERS AND INSTRUCTIONAL ASSISTANTS TO MITIGATE THE EFFECTS OF LARGER CLASS SIZES, TO PROVIDE AND SUPPORT MUSIC AND SCIENCE INSTRUCTION, TO PROVIDE MENTAL HEALTH RESOURCES, AND TO PROVIDE ATHLETIC TRAINERS AND NURSES, AFFECTING ALL 38,000 STUDENTS IN THE DISTRICT. 2131848 43065 2036362 SUMMER ENRICHMENT ACADEMY (SEA)ENRICHMENT AND ACADEMIC CLASSES OFFERED TO K-12 STUDENTS DURING THE SUMMER, SERVING OVER 6,700 STUDENTS. 1192298 0 1053624 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND ACADEMIC CLASSES OFFERED BEFORE AND AFTER SCHOOL AT 27 SCHOOLS IN THE DISTRICT SERVING 6,500 STUDENTS. 1626502 231498 1534531 IPSF PROVIDES A VARIETY OF ADDITIONAL ENRICHMENT AND SUPPORT PROGRAMS TO THE STUDENTS AND TEACHERS OF IRVINE UNIFIED SCHOOL DISTRICT INCLUDING THE INNOVATIVE GRANTS PROGRAM PROVIDING GRANTS TO TEACHERS AND COUNSELORS, THE INSTRUMENT RENTAL PROGRAM, SPIRIT OF COMMUNITY, PARENTS APPRECIATING TEACHERS AND STAFF, THE SCIENCE AND MATH INITIATIVE, CUBESAT, THE MIDDLE SCHOOL AND HIGH SCHOOL INITIATIVE INCLUDING COUNSELING SUPPORT, IRVINE TALKS, THE FINE ARTS INITIATIVE, AND OC STEAM FEST PROVIDING ACTIVITIES IN SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATH. 1626502 231498 1534531 6390648 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 32 0 1 300 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X IRVINE PUBLIC SCHOOLS FOUNDATION 9492638340 1 POST STE 250 IRVINE CA 92618 DIANE KIM CHAIR 4.00 X X 0 0 0 MICHAEL DENNIN VICE CHAIR 4.00 X X 0 0 0 MIKE BRELLER FIRST PAST CHAIR 4.00 X X 0 0 0 ERIC HSIAO SECRETARY 2.00 X X 0 0 0 SHIGE ITOH TREASURER 2.00 X X 0 0 0 MARK BENNETT ENDOWMENT COMMITTEE CHAIR 2.00 X 0 0 0 RICH MASTERSON BEYOND EDUCATION MANAGER 2.00 X 0 0 0 GEENA DOUGHERTY MEMBER 2.00 X 0 0 0 HEIDI BRAMLET MEMBER 2.00 X 0 0 0 PO CHEN MEMBER 2.00 X 0 0 0 ZHIHAI LI MEMBER 2.00 X 0 0 0 DAVID YOO MEMBER 2.00 X 0 0 0 SIMON SHUNG MEMBER 2.00 X 0 0 0 DAVID GREENBERG MEMBER 2.00 X 0 0 0 MATT HOFFMAN MEMBER 2.00 X 0 0 0 MATT WEISS MEMBER 2.00 X 0 0 0 JAMES SPEIR MEMBER 2.00 X 0 0 0 ARASH AMINIAN MEMBER 2.00 X 0 0 0 NEDA EATON PRESIDENT & CHIEF EXECUTIV 40.00 X 286174 0 0 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 40.00 X 173950 0 0 KEEGAN BELL EXECUTIVE VICE PRESIDENT 40.00 X 175314 0 0 KELLIE PENDERGEST DIRECTOR OF MARKETING & CO 40.00 X 125373 0 0 PATRICIA KASEY SENIOR HUMAN RESOURCES MANAGER 40.00 X 101300 0 0 MICHELLE LUNA DIRECTOR OF PROGRAMS 40.00 X 100617 0 0 962728 0 0 6 0 1 0 0 81694 1358450 1002109 156686 2442253 EDUCATION PROGRAMS 611710 3873074 3873074 EDUCATION SUPPORT PROGRAMS 611710 751443 751443 4624517 138353 138353 1068079 1038156 29923 29923 29923 15775 81694 47438 -31663 -31663 7203383 4624517 0 136613 X 1714563 1714563 949325 414214 261084 274027 1963121 1717476 81004 164641 149674 92152 21819 35703 228439 175920 25492 27027 37978 37978 17109 15425 1684 437770 395022 12297 30451 71426 52061 9841 9524 127269 77173 50096 29665 28488 701 476 76551 41261 31836 3454 NON-SALARIED TEACHING S 1216285 1216285 0 0 PROGRAM EXPENSES 270041 237047 32994 0 IN-KIND CONTRIBUTIONS 147077 147077 0 0 CONSULTANTS 43360 39360 0 4000 47696 27124 6819 13753 7527349 6390648 573645 563056 4003045 2427609 51184 156245 56400 120081 1313263 1301180 41749 12083 4793525 6716888 126910 9485 9072813 9442391 616925 632453 1457670 1914902 160260 42976 2234855 2590331 X 6468079 6490311 369879 361749 6837958 6852060 9072813 9442391 -323966 338068 0 X X 0 1 X 1 0 X 3236132 2590174 2813534 2425564 2267555 13332959 3236132 2590174 2813534 2425564 2267555 13332959 1425355 11907604 101602 81297 182195 95233 138353 598680 13931639 19437026 0.85470 0.86700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 182867 21937 1899 202905 171202 13427 1762 182867 166829 10000 -3872 1755 171202 129840 38469 1480 166829 98560 33333 -4593 1146 129840 1 0 1313263 1301180 12083 12083 IRVINE EMPLOYEE EMERGENCY FUND PAYABLE 42976 42976 7603457 338068 62006 400074 7203383 0 7203383 7595051 67702 67702 7527349 0 7527349 PART V, LINE 4: THE IPSF ENDOWMENT FUNDS WILL BE USED TO ENSURE FINANCIAL SECURITY FOR THE ORGANIZATION AND ENABLE ONGOING FUNDING FOR IPSF PROGRAMS. NO FUNDS HAVE BEEN TAKEN FROM THE ENDOWMENT SINCE ITS ESTABLISHMENT. GOLF 97469 81694 15775 0 6820 0 2944 0 30786 GALA 0 0 0 1036 0 0 0 5852 0 97469 81694 15775 7856 2944 36638 47438 -31663 CA 1 0 1 0 1.00000 SHERRY SLUNKA CFO OF IPSF 1 POST IRVINE CA 92618 0 1 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1714563 0 FAIR MARKET VALUE EXTRA TEACHERS, INSTRUCTIONAL ASSISTANTS, ATHLETIC TRAINERS, NURSES,SUPPORT OF ART, MATH, MUSIC, SCIENCE, AND GRANTS TO TEACHERS AND SCHOOLS. PART I, LINE 2: IPSF REGULARLY REQUESTS INFORMATION FROM IUSD DOCUMENTING THE ACTUAL USE AND EXPENDITURE OF FUNDS GRANTED FOR SPECIFIC PURPOSES. X X X X X X 0 0 0 0 0 0 0 0 0 NEDA EATON PRESIDENT & CHIEF EXECUTIV 223812 0 35500 0 26862 0 0 0 0 0 286174 0 0 0 KEEGAN BELL EXECUTIVE VICE PRESIDENT 165714 0 0 0 9600 0 0 0 0 0 175314 0 0 0 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 170400 0 0 0 3550 0 0 0 0 0 173950 0 0 0 X MUSICAL ISNTRUMENTS 39 147077 COMPARABLE SALES X GOLF AUCTION ITEMS 18 9609 COMPARABLE SALES X PROGRAM SUPPLIES 1 4877 COMPARABLE SALES 0 0 0 FORM 990 PART 1 SUMMARY. LINE 1. ORGANIZATION'S MISSION: IRVINE PUBLIC SCHOOLS FOUNDATION'S MISSION IS TO ENRICH THE EDUCATIONAL EXPERIENCE OF EACH CHILD IN EVERY SCHOOL. WE ACHIEVE THIS BY PROVIDING PROGRAMS, RAISING FUNDS, AND UNITING THE COMMUNITY IN SUPPORT OF EDUCATIONAL EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL BOARD OF TRUSTEE MEMBERS BEFORE FILING. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, INCLUDING THE BOARD TREASURER, REVIEWED ALL SECTIONS, AS DID THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST STATEMENT FROM ALL BOARD OF TRUSTEES AND STAFF. STAFF DISCLOSE POTENTIAL CONFLICTS TO THE CHIEF EXECUTIVE OFFICER, WITH THE EXCEPTION OF THE CHIEF EXECUTIVE OFFICER WHO DISCLOSES ANY POTENTIAL CONFLICTS TO THE BOARD OF TRUSTEES CHAIR. BOARD OF TRUSTEE MEMBERS DISCLOSE ANY POTENTIAL CONFLICTS TO THE SECRETARY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND DEALING WITH ANY INFORMATION PERTINENT TO THIS ISSUE AND TAKING APPROPRIATE ACTION, IF REQUIRED, INCLUDING TAKING THE ISSUE TO THE FULL BOARD OF TRUSTEES IF DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES RESEARCHED THREE REPUTABLE SALARY SURVEYS, REVIEWED COMPARABLE ORGANIZATIONS FROM THE SAME GEOGRAPHIC AREA, AND CONSULTED AN INDEPENDENT ADVISOR BEFORE DETERMINING THE CHIEF EXECUTIVE OFFICER SALARY, SALARY SURVEYS AND COMPARABLES ARE ALSO USED BY THE BOARD OF TRUSTEES FOR OTHER KEY EMPLOYEE SALARIES, AND ALL RANGES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AND A BOARD APPOINTED COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ONLINE AND BY REQUEST. ADDITIONAL GOVERNING DOCUMENTS, INCLUDING THE ORGANIZATIONS ANNUAL AUDIT, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE ON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 15,425. MANAGEMENT AND GENERAL EXPENSES 1,684. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,109. FORM 990, PART IX, LINE 24E TELEPHONE: PROGRAM SERVICE EXPENSES 12,616. MANAGEMENT AND GENERAL EXPENSES 6,098. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,714. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 13,658. MANAGEMENT AND GENERAL EXPENSES 321. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,979. FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,753. TOTAL EXPENSES 13,753. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 850. MANAGEMENT AND GENERAL EXPENSES 400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,250. FORM 990, PART XII, LINE 2C REVIEW OF AUDITED FINANCIAL STATMENTS THERE HAS BEEN NO CHANGE TO THE REVIEW PROCESS OF THE AUDITED FINANCIAL STATEMENTS. THE AUDIT COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND PRESENTS THEM TO THE BOARD OF TRUSTEES FOR APPROVAL. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR. BEYOND EDUCATION LLC 1 POST STE 250 IRVINE CA 92618 350580772 EDUCATIONAL SUPPORT CA 0 25612 IRVINE PUBLIC SCHOOLS FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 BEYOND EDUCATION LLC P 1998 FMV