PATHWAYS IN EDUCATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PATHWAYS IN EDUCATION (EIN 02-0541020)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-15
- IRS object ID
- 202131359349100723
- Schema version
- 2019v5.2
- 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-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-15T10:50:26-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020541020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAYS IN EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 6266833500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST STE 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE DONAHUE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6266833500 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE MCMULLEN | PreparerPersonNm |
| PTIN | P00541671 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,540,019 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,974 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,108,114 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,112,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,083,941 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,083,941 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $133,510 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $133,510 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $26,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,259 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $92,966 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,189 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,189 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,648 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,648 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,589,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,589,809 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,018,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,018,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,188,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,188,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $923,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,319,476 | CashBOYAmt |
| Cash EOY | $7,415,567 | CashEOYAmt |
| Cash EOYFMV | $7,415,567 | CashEOYFMVAmt |
| Acct Rcvbl | $977,963 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,402,973 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $977,963 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $977,963 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,730 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,684 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,684 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $71,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,805 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $125,527 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $125,527 | InvstLandAccumDepreciationAmt |
| Total Assets BOY | $7,799,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,540,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,540,019 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $450,031 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $176,558 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $129,800 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $450,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306,358 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,580,996 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,635,008 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,768,403 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,598,653 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,349,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,233,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,799,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,540,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,349,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $923,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,273,107 | SubtotalAmt |
| Other Decreases | $39,446 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,233,661 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,469,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,157,265 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.556176 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,866,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,748,086 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.406960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,449,779 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,330,872 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.909062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,595,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,833,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.960895 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,798,514 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $687,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.069471 | DistributionYr5Rt |
| Total Distribution | 10.902564 | TotalDistributionRt |
| Average Distribution | 2.180513 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,480,025 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,129,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,129,819 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,188,072 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $79 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PATHWAYSEDU.ORG | WebsiteAddressTxt |
| Individual With Books | JAMIE DONAHUE | IndividualWithBooksNm |
| Phone | 6266833500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST STE 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMIE DONAHUE | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PASADENA | CA | 91107 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN HALL SR | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PADADENA | CA | 91107 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOAN HALL | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PASADENA | CA | 91107 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JODI HALL | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PADADENA | CA | 91107 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN HALL SR | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PADADENA | CA | 91107 | TREASURER | 1.00 | $0 | $0 | $0 |
| PETE LAKEY | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PADADENA | CA | 91107 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANNE DEVORE | ||||||||
| 320 NORTH HALSTEAD SUITE 210 | PADADENA | CA | 91107 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KELLIE SMITH | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | EXPERIENTIAL LEARNIN | 40.00 | $98,447 | $7,691 | $0 |
| DANIELLE FRENCH-JUN | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | OUTREACH AND DEVELOP | 40.00 | $85,867 | $2,147 | $0 |
| AMY GROSS | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | COLLEGE READINESS CO | 40.00 | $60,167 | $8,450 | $0 |
| MELODY GURGUIS | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | COLLEGE READINESS ME | 40.00 | $50,750 | $6,685 | $0 |
| BROCK MCKENZIE | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | PROGRAM ADMINISTRATO | 40.00 | $54,025 | $1,216 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL CHARTER SERVICES LLC | |||||
| 29251 NETWORK PLACE | CHICAGO | IL | 60673 | TRANSPORTATION | $179,999 |
| DREXELBROOK HOTEL LLC | |||||
| 5400 FERENE BLVD | DREXEL | PA | 19026 | HOTEL | $65,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION SOLUTIONS FOR DISENFRANCHISED AND UNDER-SERVED AT-RISK YOUTH | Description1Txt |
| Expenses1 | $7,188,072 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,523,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,578,706 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,578,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,480,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79 | TotalTaxAmt |
| Distributable Before Adj | $323,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,188,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,188,072 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,188,072 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,764,402 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,504,693 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,335,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,866,447 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,261,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,732,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,188,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,864,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,596,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,764,402 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,832,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,504,693 | ExcessFromYear4Amt |
| Excess From Year3 | $4,335,227 | ExcessFromYear3Amt |
| Excess From Year2 | $3,866,447 | ExcessFromYear2Amt |
| Excess From Year1 | $6,261,668 | ExcessFromYear1Amt |
| Excess From Current Year | $6,864,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $18,750 |
| SONOMA STATE UNIVERSITY | ||||||
| 1801 EAST COTATI AVENUE | ROHNERT PARK | CA | 94928 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $50,000 |
| MT SAN ANTONIO COLLEGE | ||||||
| 1100 N GRAND AVE | WALNUT | CA | 91789 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $750 |
| VICTOR VALLEY COLLEGE | ||||||
| 18422 BEAR VALLEY ROAD | VICTORVILLE | CA | 92395 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $2,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||
| 102 SOUTH HALL 4600 | BERKELEY | CA | 94720 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $2,000 |
| CHAFFEY COLLEGE | ||||||
| 5885 HAVEN AVENUE | RANCHO CUCAMONGA | CA | 91737 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $2,250 |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD | ||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $667 |
| LOS ANGELES VALLEY COLLEGE | ||||||
| 5800 FULTON AVE | VALLEY GLEN | CA | 92395 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| DRAKE UNIVERSITY | ||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $1,000 |
| CYPRESS COLLEGE | ||||||
| 9200 VALLEY VIEW STREET | CYPRESS | CA | 90630 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $1,000 |
| CALIFORNIA STATE UNIVERSITY FULLERTON | ||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| AZUSA PACIFIC UNIVERSITY | ||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | ||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92078 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $20,125 |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS | ||||||
| 1 UNIVERSITY DR | CAMARILLO | CA | 93012 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $59,375 |
| WESTERN WASHINGTON UNIVERSITY | ||||||
| 516 HIGH ST BELLINGHAM | BELLINGHAM | WA | 98225 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $250 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90005 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| PASADENA CITY COLLEGE | ||||||
| 1570 E COLORADO BLVD | PASADENA | CA | 91106 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $250 |
| SAN FRANCISCO STATE UNIVERSITY | ||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $1,000 |
| RIVERSIDE CITY COLLEGE | ||||||
| 4800 MAGNOLIA AVE | RIVERSIDE | CA | 92506 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| SAN BERNARDINO VALLEY COLLEGE | ||||||
| 701 S MT VERNON AVE | SAN BERNARDINO | CA | 92410 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $250 |
| OXNARD COLLEGE | ||||||
| 4000 S ROSE AVE | OXNARD | CA | 93033 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $250 |
| COLUMBIA UNIVERSITY | ||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES | ||||||
| 5151 STATE UNIVERSITY DR | LOS ANGELES | CA | 90032 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $2,000 |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | ||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $3,000 |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||||||
| 5500 UNIVERSITY PKWY | SAN BERNARDINO | CA | 92407 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $1,333 |
| CITRUS COLLEGE | ||||||
| 1000 W FOOTHILL BLVD | GLENDORA | CA | 91741 | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $8,108,114 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,108,114 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,112,088 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | PATHWAYS IN EDUCATION, INC. (PIE) IS A PRIVATE NONPROFIT ORGANIZATION INCORPORATED IN THE STATE OF CALIFORNIA. PIE'S SOLE MEMBER IS EDUCATION IN MOTION, INC. (EIM), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. PIE WORKS WITH SCHOOL DISTRICTS AND YOUTH ORGANIZATIONS TO PROVIDE WORKSHOPS, WEEKEND RETREATS, AND CLASSES ON TOPICS SUCH AS LIFE SKILLS, COLLEGE APPLICATION AND READINESS, LEADERSHIP, AND TEAM BUILDING TO UNDER-SERVED OR AT-RISK YOUTH. PIE ALSO PROVIDES MULTI-DAY CULTURAL IMMERSION TRIPS FOR STUDENTS TO LEARN MORE ABOUT CULTURE AND THE POINTS OF VIEW OF PEOPLE FROM VARIOUS CITIES AND COUNTRIES. PIE HAS A SCHOLARSHIP PROGRAM TO HIGH SCHOOL SENIORS AND OFFERS FINANCIAL ASSISTANCE FOR ATTENDING FOUR-YEAR UNIVERSITIES AND PROVIDES SUPPORT IN APPLYING TO COLLEGES AND REQUESTING ADDITIONAL SCHOLARSHIPS AND FINANCIAL AID. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EPR PROPERTIES | StockNm |
| EOY Book Value | $31,805 | EOYBookValueAmt |
| EOYFMV | $31,805 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $39,446 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $1,216,217 | $0 | $1,216,217 |
| OFFICE EXPENSES | $54,833 | $0 | $54,833 |
| OTHER EXEPENSES | $18,285 | $0 | $18,285 |
| INSURANCE EXPENSE | $184,879 | $0 | $184,879 |
| INSTRUCTIONAL MATERIALS AND SERVICES | $4,113,316 | $0 | $4,113,316 |
| MARKETING | $2,279 | $0 | $2,279 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Revenue And Expenses Per Books | $8,108,114 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,108,114 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $129,800 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $26,259 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,259 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $92,966 | $0 | $92,966 |
| TAX EXPENSE | $308 | $0 | $0 |