2021-05-11T19:59:31-05:00 2020-06-30 953184251 CLINE CARROLL & BARTELL LLP 9190 IRVINE CENTER DRIVE IRVINE CA 92618 990 2019-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 1 POST NO 250 IRVINE CA 92618 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 9492638340 2021-05-11 1 RENEE M BARTELL P00956363 9494500555 2019 2022-09-23 18:48:47Z NEDA EATON 1 POST NO 250 IRVINE CA 92618 9797346 0 X WWW.IPSF.NET X 1996 CA SEE STATEMENT O. 18 18 369 200 0 0 3389576 3754788 4392428 3870162 88277 55514 -132632 -38787 7737649 7641677 1855997 1833345 0 0 2824440 2491240 0 0 505584 2708765 2135746 7389202 6460331 348447 1181346 8654638 8450286 2923078 1495649 5731560 6954637 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 1430000 1430000 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 35,000 STUDENTS IN THE DISTRICT. 1843847 59580 2273722 SUMMER ENRICHMENT ACADEMY (SEA)ENRICHMENT AND ACADEMIC CLASSES OFFERED TO K-12 STUDENTS DURING THE SUMMER, SERVING OVER 10,200 STUDENTS. 1039682 6460 922949 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND ACADEMIC CLASSES OFFERED BEFORE AND AFTER SCHOOL AT 27 SCHOOLS IN THE DISTRICT SERVING 6,200 STUDENTS. 1174483 337305 673491 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. 1174483 337305 673491 5488012 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 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 27 0 369 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 LUKE SCHELL FIRST PAST CHAIR 2.00 X 0 0 0 RICHARD MASTERSON BOARD CHAIR 4.00 X X 0 0 0 MIKE BRELLER VICE CHAIR 4.00 X X 0 0 0 MARK BENNETT MEMBER 2.00 X 0 0 0 DIANE KIM RESOURCE DEVELOPMENT CHAIR 2.00 X 0 0 0 GRACE LIN SECRETARY 2.00 X X 0 0 0 MICHAEL DENNIN PROGRAM ASSESSMENT CHAIR 2.00 X 0 0 0 SHERRY MOSTOFI 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 KATHY COLAO MEMBER 2.00 X 0 0 0 GEENA MERRILL DOUGHERTY MEMBER 2.00 X 0 0 0 DOUG EVERTZ MEMBER 2.00 X 0 0 0 ERIC HSIAO TREASURER 2.00 X X 0 0 0 EDUARDO LOPEZ-SORIANO MEMBER 2.00 X 0 0 0 GRACE LINKER MEMBER 2.00 X 0 0 0 MOHAMMAD RASHIDIAN MEMBER 2.00 X 0 0 0 DOUG WALKER MEMBER 2.00 X 0 0 0 NEDA EATON CHIEF EXECUTIVE OFFICER 40.00 X 229023 0 0 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 40.00 X 146786 0 0 CHERYL BRAUN CHIEF PROGRAM OFFICER 40.00 X 0 0 0 KEEGAN BELL EXECUTIVE VICE PRESIDENT 40.00 X 0 0 0 KATIE MCINERNEY CHIEF DEVELOPMENT OFFICER 40.00 X 0 0 0 KELLIE PENDERGEST DIRECTOR OF MARKETING AND 40.00 X 105506 0 0 481315 0 0 3 0 1 0 0 429657 1348590 1976541 212208 3754788 EDUCATION PROGRAMS 611710 3263723 3263723 EDUCATION SUPPORT PROGRAMS 611710 606439 606439 3870162 101602 101602 1924613 1970701 -46088 -46088 -46088 142902 429657 172891 -29989 -29989 3279 12077 -8798 -8798 7641677 3870162 0 16727 X 1833345 1833345 651183 312802 175692 162689 1527100 1215124 134930 177046 132140 87200 14893 30047 180817 135644 23753 21420 29500 14900 14600 17666 15792 1874 314645 274268 19049 21328 39728 25703 7044 6981 129201 78581 50620 102128 95564 5584 980 90813 53908 33390 3515 NON-SALARIED TEACHING S 872065 872065 PROGRAM EXPENSES 266995 290727 -23732 IN KIND CONTRIBUTIONS 156051 156051 FUND RAISING EXPENSES 75878 75878 41076 26338 9038 5700 6460331 5488012 466735 505584 4352312 3932021 50406 45337 61644 42340 1313263 1100932 250259 212331 3930532 4208772 9485 9485 8654638 8450286 943668 674267 1929533 443498 0 330777 49877 47107 2923078 1495649 X 5195215 6552235 536345 402402 5731560 6954637 8654638 8450286 1181346 50600 -8869 0 X X 0 1 X 1 0 X 2284981 2648543 3086081 2479001 3236132 13734738 2284981 2648543 3086081 2479001 3236132 13734738 1798555 11936183 116247 69699 76867 97273 101602 461688 14196426 23848108 0.84080 0.89200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 98560 33333 -4593 1146 129840 63152 33333 2772 697 98560 27531 33333 2809 521 63152 24731 3076 276 27531 24986 -21 234 24731 1 0 1313263 1100932 212331 212331 IRVINE EMPLOYEE EMERGENCY FUND PAYABLE 47107 47107 7742114 50600 49837 100437 7641677 0 7641677 6519037 58706 58706 6460331 0 6460331 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. GALA 557424 414522 142902 10700 37184 9030 114977 ANGELS EVENT 15135 15135 1 0 0 1000 572559 429657 142902 10700 37184 9030 115977 172891 -29989 3279 12077 1 0.90000 3279 12077 12077 -8798 CA 1 0 1 0 1.00000 SHERRY SLUNKA CFO OF IPSF 1 POST IRVINE CA 92618 0 MICHELLE LEVASSEUR KEEPS TRACK OF REGISTRATION X 1 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1826885 6460 FAIR MARKET VALUE SCHOOL SUPPLIES EXTRA TEACHERS, INSTRUCTIONAL ASSISTANTS, ATHLETIC TRAINERS, NURSES,SUPPORT OF ART, MATH, MUSIC, SCIENCE, AND GRANTS TO TEACHERS AND SCHOOLS. MATH, MUSIC, CURRICULUM AND CLASSROOM SUPPORT 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 CHIEF EXECUTIVE OFFICER 181000 0 26500 0 21523 0 0 0 0 0 229023 0 0 0 X MUSICAL ISNTRUMENTS 23 155036 COMPARABLE SALES X PRIZES AND AUCTION ITEMS 54 56157 COMPARABLE SALES X SCHOOL AND OFFICE SUPPLIES 8 1015 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 15,792. MANAGEMENT AND GENERAL EXPENSES 1,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,666. FORM 990, PART IX, LINE 24E TELEPHONE: PROGRAM SERVICE EXPENSES 11,897. MANAGEMENT AND GENERAL EXPENSES 5,674. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,571. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 13,641. MANAGEMENT AND GENERAL EXPENSES 613. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,254. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,450. FUNDRAISING EXPENSES 5,700. TOTAL EXPENSES 8,150. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 800. MANAGEMENT AND GENERAL EXPENSES 301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,101. 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 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 1660 FMV