THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (EIN 95-4695698)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349316902
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:04:08-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NORTH LAKE AVENUE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954695698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR EDUCATIONAL ADVANCEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 6264038900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 SOUTH MARENGO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH D JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264038900 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID ROBYDEK | PreparerPersonNm |
| PTIN | P02127582 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH D JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 SOUTH MARENGO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,294,629 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDUCATIONALADVANCEMENT.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $214,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,244,821 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $477,688 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $240,171 | CYProgramServiceRevenueAmt |
| PY Investment Income | $317,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,142 | CYInvestmentIncomeAmt |
| PY Other Revenue | $800,087 | PYOtherRevenueAmt |
| CY Other Revenue | $755,034 | CYOtherRevenueAmt |
| PY Total Revenue | $1,809,462 | PYTotalRevenueAmt |
| CY Total Revenue | $2,286,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $61,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,983 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,138,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,113,005 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,694 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $806,404 | PYOtherExpensesAmt |
| CY Other Expenses | $518,582 | CYOtherExpensesAmt |
| PY Total Expenses | $2,006,494 | PYTotalExpensesAmt |
| CY Total Expenses | $1,667,570 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$197,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $618,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,237,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,213,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,176,099 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,124,724 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (IEA) IS DEDICATED TO THE INTELLECTUAL, CREATIVE, AND PERSONAL GROWTH IN OUR NATION'S GIFTED AND HIGH POTENTIAL YOUTH. CENTRAL TO THE MISSION OF IEA IS A COMMITMENT TO THE DEVELOPMENT OF THE WHOLE CHILD THROUGH ENGAGING LEARNING EXPERIENCES THAT PROMOTE OPTIMAL CHALLENGE, MENTORSHIP, EXPLORATION OF IDEAS, AND RECOGNITION OF PERSONAL POTENTIAL. IEA SEEKS TO CONNECT LIKE-MINDED INDIVIDUALS AND SUPPORTS A DIVERSE COMMUNITY THAT CREATES A SENSE OF BELONGING AND AFFIRMATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $810,484 | ExpenseAmt |
| Revenue | $751,100 | RevenueAmt |
| Desc | THE CAROLINE D. BRADLEY (CDB) SCHOLARSHIP IS A HIGHLY SELECTIVE SCHOLARSHIP OPPORTUNITY THAT IDENTIFIES EXCEPTIONALLY GIFTED MIDDLE SCHOOL STUDENTS AND REWARDS THEM WITH A FOUR-YEAR SCHOLARSHIP TO A HIGH SCHOOL THAT BEST FITS THEIR INTELLECTUAL AND PERSONAL NEEDS. AS PART OF THE SCHOLARSHIP, IEA OFFERS PERSONALIZED GUIDANCE DURING THE SCHOOL SEARCH PROCESS AND GUIDANCE THROUGHOUT THE SCHOLAR'S HIGH SCHOOL EXPERIENCE. IN 2020, IEA NAMED 28 NEW CAROLINE D. BRADLEY SCHOLARS, WHO WILL RECEIVE FOUR-YEAR, FULL-TUITION SCHOLARSHIPS TO THE HIGH SCHOOLS THAT BEST FIT THEIR PERSONAL AND ACADEMIC NEEDS. THESE 28 SCHOLARS JOIN THE CURRENT COHORT OF 144 STUDENTS, BRINGING THE TOTAL NUMBER OF SCHOLARSHIPS AWARDED IN 2020 TO 172 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $92,729 | ExpenseAmt |
| Grant | $350 | GrantAmt |
| Revenue | $16,450 | RevenueAmt |
| Desc | YUNASA SUMMER CAMPS FOR GIFTED YOUTH PROVIDE EXCEPTIONALLY CAPABLE MIDDLE SCHOOL STUDENTS WITH A WEEK-LONG RESIDENTIAL SUMMER EXPERIENCE. THE PROGRAM IS DESIGNED TO SERVE HIGHLY-GIFTED YOUNGSTERS AGES 10 TO 14 WHO ARE ENGAGED IN A MIDDLE SCHOOL CURRICULUM. YUNASA TEACHES PARTICIPANTS TO BALANCE THEIR INTELLECTUAL GIFTS WITH THEIR EMOTIONAL, SOCIAL, SPIRITUAL AND PHYSICAL DEVELOPMENT THROUGH SELF REFLECTION AND PERSONAL APPLICATION. YUNASA ALSO OFFERS AN EMERGING LEADER PROGRAM FOR RETURNING CAMPERS AGES 15 AND 16 AND A COUNSELOR-IN-TRAINING EXPERIENCE FOR ITS 16 AND 17 YEAR OLD VETERANS. IN 2020, YUNASA WAS HELD VIRTUALLY IN RESPONSE TO THE PANDEMIC. IEA SERVED 68 GIFTED YOUTH AGES 10-17 THROUGH THE PROGRAM THIS YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $276,629 | ExpenseAmt |
| Grant | $33,788 | GrantAmt |
| Revenue | $207,031 | RevenueAmt |
| Desc | THE IEA ACADEMY PROGRAM PROVIDES STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE WITH ADVANCED ENRICHMENT CLASSES THAT PROMOTE EXPLORATION AND APPLICATION OF KNOWLEDGE. COURSES PROVIDE COMPELLING CONTENT AND APPROPRIATE CHALLENGES TAUGHT AT A FLEXIBLE PACE WITH SMALL CLASSES BY HIGHLY QUALIFIED, DEDICATED PROFESSIONALS. DUE TO COVID 19, IEA MOVED SUMMER AND FALL PROGRAMMING TO A VIRTUAL FORMAT, WHICH ALSO ALLOWED THE PROGRAM TO SERVE STUDENTS NATIONALLY. OVER 250 STUDENTS ATTENDED ACADEMY CLASSES IN 2020. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $265,402 | ExpenseAmt |
| Grant | $1,845 | GrantAmt |
| Revenue | $29,085 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $265,402 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,845 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $29,085 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,445,244 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264038900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 SOUTH MARENGO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER BURKE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BYRON LICHTENSTEIN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN GOGGINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH D JONES | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $225,374 | $0 | $20,816 |
| RICHARD BAPTIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES R DELISLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAP DENEEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL W GREBE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXANDRA HANKEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HUDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NEWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SHANNON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN SHINTAKU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Z ROSE IBANEZ | ||||||
| TREASURER | 40.00 | Yes (X) | $93,865 | $0 | $15,901 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $319,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,717 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $31,585 | FundraisingAmt |
| Government Grants | $229,500 | GovernmentGrantsAmt |
| All Other Contributions | $983,736 | AllOtherContributionsAmt |
| Noncash Contributions | $10,655 | NoncashContributionsAmt |
| Total Contributions | $1,244,821 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $240,171 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,171 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $240,171 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,142 | TotalRevenueColumnAmt |
| Exclusion | $46,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,585 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,461 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,461 | TotalRevenueColumnAmt |
| Exclusion | -$8,461 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $763,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $763,495 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $763,495 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,286,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,003,666 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,983 | TotalAmt |
| Program Services | $35,983 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,957 | TotalAmt |
| Program Services | $303,896 | ProgramServicesAmt |
| Management And General | $40,416 | ManagementAndGeneralAmt |
| Fundraising | $11,645 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,501 | TotalAmt |
| Program Services | $594,980 | ProgramServicesAmt |
| Management And General | $62,755 | ManagementAndGeneralAmt |
| Fundraising | $30,766 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,547 | TotalAmt |
| Program Services | $59,982 | ProgramServicesAmt |
| Management And General | $5,326 | ManagementAndGeneralAmt |
| Fundraising | $3,239 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,671 | TotalAmt |
| Program Services | $153,646 | ProgramServicesAmt |
| Management And General | $22,419 | ManagementAndGeneralAmt |
| Fundraising | $6,606 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,139 | TotalAmt |
| Program Services | $14,387 | ProgramServicesAmt |
| Management And General | $448 | ManagementAndGeneralAmt |
| Fundraising | $2,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,920 | TotalAmt |
| Program Services | $10,506 | ProgramServicesAmt |
| Management And General | $735 | ManagementAndGeneralAmt |
| Fundraising | $679 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,395 | TotalAmt |
| Program Services | $102,982 | ProgramServicesAmt |
| Management And General | $3,559 | ManagementAndGeneralAmt |
| Fundraising | $1,854 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,425 | TotalAmt |
| Program Services | $10,410 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,416 | TotalAmt |
| Program Services | $12,637 | ProgramServicesAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,950 | TotalAmt |
| Program Services | $73,683 | ProgramServicesAmt |
| Management And General | $6,751 | ManagementAndGeneralAmt |
| Fundraising | $3,516 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,758 | TotalAmt |
| Program Services | $14,907 | ProgramServicesAmt |
| Management And General | $1,217 | ManagementAndGeneralAmt |
| Fundraising | $634 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROPERTY EXPENSES | $41,045 | $39,916 | -$193 | $1,322 |
| INVESTMENT FEES | $15,246 | $15,246 | ||
| BANKING AND CREDIT CARD | $9,161 | $8,068 | $719 | $374 |
| EQUIPMENT LEASE/PURCHAS | $6,737 | $6,022 | $470 | $245 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719 | TotalAmt |
| Program Services | $3,239 | ProgramServicesAmt |
| Management And General | -$1,755 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,570 | TotalAmt |
| Program Services | $1,445,244 | ProgramServicesAmt |
| Management And General | $158,632 | ManagementAndGeneralAmt |
| Fundraising | $63,694 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,396 | BOYAmt |
| EOY | $332,909 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,903,090 | BOYAmt |
| EOY | $2,650,580 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,908 | BOYAmt |
| EOY | $19,315 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,106 | BOYAmt |
| EOY | $23,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,767,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $466,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,327,965 | BOYAmt |
| EOY | $3,300,891 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,408 | BOYAmt |
| EOY | $2,834,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,734 | BOYAmt |
| EOY | $51,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,607 | BOYAmt |
| EOY | $9,213,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,508 | BOYAmt |
| EOY | $89,149 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,508 | BOYAmt |
| EOY | $89,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,352 | BOYAmt |
| EOY | $5,322,228 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,264,747 | BOYAmt |
| EOY | $3,802,496 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,176,099 | BOYAmt |
| EOY | $9,124,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,607 | BOYAmt |
| EOY | $9,213,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $618,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $330,027 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,467,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $867,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,244,821 | CurrentTaxYearAmt |
| Total | $8,284,915 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,467,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $867,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,244,821 | CurrentTaxYearAmt |
| Total | $8,284,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,370,055 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,914,860 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,142 | CurrentTaxYearAmt |
| Total | $191,779 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $805,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $814,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $763,495 | CurrentTaxYearAmt |
| Total | $3,358,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,835,624 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,726,776 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.16180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11180 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE INSTITUTE SATISFIES THE FACTS-AND-CIRCUMSTANCES TEST OF TREASURY REGULATION 1.170A-9(E)(3) AND QUALIFIES AS PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE FOLLOWING REASONS:1. TEN-PERCENT-OF-SUPPORT LIMITATIONTHE INSTITUTE'S PUBLIC SUPPORT FOR THE CURRENT PERIOD IS 16.18%, ABOVE THE MININUM REQUIREMENT OF 10% TO QUALIFY THE INSTITUTE UNDER THE FACTS-AND-CIRCUMSTANCES TEST.2. ATTRACTION OF PUBLIC SUPPORTTHE INSTITUTE ACTIVELY SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, PRIVATE FOUNDATIONS AND CORPORATE SPONSORS. AMONG OTHER THINGS, THE INSTITUTE MAINTAINS A PUBLICLY ACCESSIBLE WEBSITE THAT DISCUSSES AT LENGTH THE INSTITUTE'S PROGRAMS AND ACTIVITIES AND CONTAINS A SPECIAL "DONATE NOW" BUTTON. THE INSTITUTE RECOGNIZES ITS DONORS' GENEROSITY WITH SEVEN HONOR CLASSIFICATIONS, RANGING FROM "CONTRIBUTORS" FOR THOSE WHO DONATE UP TO $999, TO "FOUNDERS CIRCLE" FOR THOSE WHO CONTRIBUTE $150,000 AND HIGHER. IN ADDITION, WHEN DONORS COMMIT IN ADVANCE TO A CONSECUTIVE THREE-YEAR PLEDGE TO THE INSTITUTE, THEY ARE INDUCTED INTO THE INSTITUTE'S NAUTILUS SOCIETY.A LIST OF OVER 200 DONORS TO THE INSTITUTE CAN BE FOUND AT WWW.EDUCATIONALADVANCEMENT.ORG3. PERCENTAGE OF FINANCIAL SUPPORTTHE INSTITUTE'S 2019 AND 2020 PUBLIC-SUPPORT PERCENTAGES REFLECT THE FACT THAT THE ORGANIZATION RECEIVES SIGNIFICANT AND WIDESPREAD PUBLIC SUPPORT. THE INSTITUTE IS WORKING ACTIVELY TO BROADEN ITS SOURCES OF SUPPORT TO INCREASE ITS PUBLIC-SUPPORT PERCENTAGE IN THE COMING YEARS.4. SOURCES OF SUPPORTTHE INSTITUTE RECEIVES FINANCIAL SUPPORT FROM A WIDE RANGE OF UNRELATED INDIVIDUAL DONORS AND FOUNDATIONS, AS DEMONSTATED BY THE LIST OF NINETEEN MAJOR CONTRIBUTIONS ON SCHEDULE B. IN ADDITION TO THE SUPPORT DISCLOSED ON SCHEDULE B, THE INSTITUTE RECEIVES SMALLER CONTRIBUTIONS FROM MANY OTHER INDIVIDUAL DONORS.TO SUPPORT ITS WORK WITH GIFTED YOUNG PEOPLE, THE INSTITUTE RELIES HEAVILY ON ITS VOLUNTEER CORPS. THE ROLES AND RESPONSIBILITES OF OUR VOLUNTEERS VARY WIDELY DEPENDING ON THEIR SKILLS AND EXPERTISE AND ON THE INSTITUTE'S NEEDS. FOR EXAMPLE, THROUGHOUT THE YEAR, PROFESSIONALS FROM VARIOUS FIELDS DONATE THEIR TIME TO GIVE INSPIRATIONAL LECTURES TO GIFTED STUDENTS, PARENTS, TEACHERS AND ADMINISTRATORS PARTICIPATING IN THE INSTITUTE'S PARENT SUPPORT GROUP MEETINGS AND GUEST EVENTS. THE INSTITUTE ACTIVELY SOLICITS VOLUNTEER SUPPORT THROUGH ITS WEBSITE, AS WELL AS BY DIRECT SOLICITATIONS.THE CAROLINE D. BRADLEY SCHOLARSHIP SELECTION COMMITTEE IS COMPRISED OF VOLUNTEERS FROM PUBLIC AND PRIVATE HIGH SCHOOLS AND UNIVERSITIES FROM AROUND THE COUNTRY. IEA HAS THREE COMMITTEES EACH YEAR, MADE UP OF EIGHT TO TEN ADMISSIONS DIRECTORS, SCHOOL HEADS AND UNIVERSITY LEADERSHIP.5. REPRESENTATIVE GOVERNING BODYTHE INSTITUTE'S BOARD OF DIRECTORS CONSISTS OF FOURTEEN DIRECTORS FROM DIVERSE PROFESSIONAL BACKGROUNDS, INCLUDING LAW, FINANCE, AND EDUCATION. TWELVE OF THESE FOURTEEN DIRECTORS ARE NOT OTHERWISE RELATED TO THE INSTITUTE. THE INSTITUTE ENCOURAGES ALL ITS DIRECTORS TO CONTRIBUTE BOTH TIME AND MONEY TO THE ORGANIZATION.6. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES THE INSTITUTE'S PROGRAMS ARE AVAILABLE TO ELIGIBLE CANDIDATES FROM THE GENERAL PUBLIC AND INCLUDE THE FOLLOWING:CAROLINE D. BRADLEY SCHOLARSHIP: THIS PROGRAM PROVIDES AN OPPORTUNITY FOR UP TO 120 SCHOLARS TO DEVELOP TO THEIR FULLEST POTENTIAL BY ATTENDING A SCHOOL THAT WILL BEST MEET THEIR INDIVIDUAL NEEDS. THE SCHOLARSHIP COVERS THE COST OF TUITION AND BOOKS THROUGHOUT EACH SCHOLAR'S HIGH SCHOOL YEARS.YUNASA SUMMER CAMPS FOR THE GIFTED: THIS WEEK-LONG RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR 115 GIFTED MIDDLE SCHOOL STUDENTS TO DEVELOP THE EMOTIONAL, SPIRITUAL, PHYSICAL AND INTELLECTUAL ASPECTS OF THEMSELVES WHILE HAVING FUN.GIFTED RESOURCE CENTER: THIS RESOURCE PROVIDES A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS.ACADEMY PROGRAM: ACADEMY IS AN EDUCATIONAL YEAR-ROUND ENRICHMENT PROGRAM THAT SERVES OVER 250 ELEMENTARY AND MIDDLE SCHOOL STUDENTS ANNUALLY. ACADEMY OFFERS HIGH-LEVEL MATH AND SCIENCE COURSES THAT CHALLENGE GIFTED STUDENTS BEYOND THEIR GRADE LEVEL.CONSULTING SERVICES: IEA PROVIDES A VARIETY OF CONSULTING SERVICES TO FAMILIES, SCHOOLS AND DISTRICTS WITH HIGHLY GIFTED CHILDREN.PUBLIC POLICY: IEA IS COMMITTED TO EDUCATING THE PUBLIC ABOUT INITIATIVES AND PRACTICES THAT SUPPORT THE NEEDS OF GIFTED STUDENTS THROUGH INTERDISCIPLINARY CONVERSATIONS, ORGANIZATION PARTNERSHIPS, AND RESEARCH. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,277,643 | OtherCostOrOtherBasisAmt |
| Book Value | $2,277,643 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,076,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,320 | DepreciationAmt |
| Book Value | $939,064 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $329,285 | DepreciationAmt |
| Book Value | $84,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,300,891 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,834,607 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,834,607 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IEA IS A NONPROFIT PUBLIC BENEFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE INSTITUTE ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | READ-A-THON (VIRTUAL) | Event1Nm |
| Gross Receipts Event1 | $31,585 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,585 | CharitableContriEvent1Amt |
| Cash Prizes Event1 | $500 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $450 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $6,563 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $31,585 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,585 | CharitableContributionsTotAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $450 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,563 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,513 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,513 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 180 | RecipientCnt |
| Cash Grant | $35,983 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCESS FOR FINANCIAL AID AWARDS IS: A) FAMILIES ARE SELECTED TO PARTICIPATE IN PROGRAMS (OUR SELECTION IS NEED-BLIND). B) AFTER BEING APPROVED TO PARTICIPATE IN AN IEA PROGRAM, FAMILIES IN NEED OF FINANCIAL ASSISTANCE MUST APPLY FOR AID BY SUBMITTING A LETTER OF NEED AND SUPPORTING DOCUMENTATION, SUCH AS TAX RETURNS OR W2S. C) AWARDS ARE GIVEN BASED ON FAMILIES' ABILITY TO PAY, DEMONSTRATED NEED, AND FUNDS AVAILABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH D JONES | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $217,874 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $7,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,761 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,055 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $246,190 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 PREPARED BY INDEPENDENT ACCOUNTANT. FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, CONSISTING OF THREE BOARD MEMBERS, BEFORE FILING. THE ORGANIZATION EMAILED EACH MEMBER OF THE GOVERNING BODY THE ORGANIZATION'S FINAL FORM 990 PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE'S BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. A DIRECTOR WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE, A SUBSET OF THE IEA BOARD OF DIRECTORS, HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. THE COMMITTEE MEETS INDEPENDENT OF THE PRESIDENT TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AND THE ESTABLISHED GOALS. COMPARABLE SALARY SURVEYS ARE REVIEWED AT A MINIMUM OF EVERY THREE YEARS TO BENCHMARK COMPENSATION FOR THE POSITION. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION, WITHOUT THE PRESIDENT PRESENT, TO THE BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR THE BOARD CHAIR THEN MEET WITH THE PRESIDENT TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 53,333. MANAGEMENT AND GENERAL EXPENSES 12,136. FUNDRAISING EXPENSES 1,730. TOTAL EXPENSES 67,199. ADP LEASE EMPLOYEE FEES: PROGRAM SERVICE EXPENSES 100,313. MANAGEMENT AND GENERAL EXPENSES 10,283. FUNDRAISING EXPENSES 4,876. TOTAL EXPENSES 115,472. |
| FORM 990, PART XII, LINE 2C | NO CHANGES FROM PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 S MARENGO AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474625250 | EIN |
| Primary Activities | SUPPORTING INSTITUTE FOR EDUCATIONAL ADVANCEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR EDUCATIONAL ADVANCEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $750,000 | InvolvedAmt |
| Method Of Amount Determination | ESTIMATED FAIR VALUE OF THE SERVI | MethodOfAmountDeterminationTxt |
Comments