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CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS (EIN 47-4625250)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-23
IRS object ID
202502669349301850
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-23T15:42:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 VIA PIEMONTE SUITE 300AddressLine1Txt
CityONTARIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91764ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474625250EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLINE D BRADLEY ASSOCIATIONBusinessNameLine1Txt
Business Name Line2OF SCHOLARSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone6264038900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 SOUTH MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH MONROEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6264038900PhoneNum
Signature2025-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASIE ZWAHLEN CPAPreparerPersonNm
PTINP02291311PTIN
Phone9099857286PhoneNum
Preparation2025-09-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH MONROEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 SOUTH MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,699,071GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EDUCATIONALADVANCEMENT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionDEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,510,900PYContributionsGrantsAmt
CY Contributions Grants$6,620,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$33,083PYInvestmentIncomeAmt
CY Investment Income$79,071CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,543,983PYTotalRevenueAmt
CY Total Revenue$6,699,071CYTotalRevenueAmt
PY Grants And Similar Paid$5,192,871PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,036,188CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,013,269PYOtherExpensesAmt
CY Other Expenses$1,220,071CYOtherExpensesAmt
PY Total Expenses$6,206,140PYTotalExpensesAmt
CY Total Expenses$6,256,259CYTotalExpensesAmt
PY Revenues Less Expenses$337,843PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$442,812CYRevenuesLessExpensesAmt
Total Assets BOY$3,778,810TotalAssetsBOYAmt
Total Assets EOY$3,794,301TotalAssetsEOYAmt
Total Liabilities BOY$435,449TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,128TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,343,361NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,786,173NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCDBAS MISSION IS TO SUPPORT THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT(IEA,) WHICH IS DEDICATED TO THE INTELLECTUAL, CREATIVE, AND PERSONALGROWTH OF OUR NATION'S GIFTED AND HIGH-POTENTIAL YOUTH. CENTRAL TO THEMISSION 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,149,819ExpenseAmt
Grant$5,036,188GrantAmt
Revenue$0RevenueAmt
DescTHE CAROLINE D. BRADLEY ASSOCIATION OF SCHOLARS ("CDBAS") IS ACALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT IS ORGANIZED TOBENEFIT AND SUPPORT THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT ("IEA"),A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT IS EXEMPT FROMTAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ANDCLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OF THE INTERNALREVENUE CODE (EIN: 95-4695698). CDBAS IS ORGANIZED AND INTENDS TOOPERATE AS A TYPE I SUPPORTING ORGANIZATION OF IEA.IEA IS DEDICATED TO THE INTELLECTUAL, CREATIVE, AND PERSONAL GROWTH OFOUR NATION'S GIFTED AND HIGH-POTENTIAL YOUTH. CENTRAL TO THE MISSIONOF 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.Desc
Total Program Service Expenses$5,149,819TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARLOS ZUNIGABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264038900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 S MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELIZABETH D JONES
CHAIRMAN1.0040.00Yes (X)Yes (X)$0$296,817$30,574
DEBORAH K MONROE START 924
PRESIDENT1.0040.00Yes (X)Yes (X)$0$98,902$66
CHERYL BRIER START 524
ASSISTANT SECRETARY1.0040.00Yes (X)Yes (X)$0$73,960$16,744
ZADRA IBANES END 524
TREASURER1.0040.00Yes (X)Yes (X)$0$17,560$527
BYRON LICHTENSTEIN
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
HAP DENEEN
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
SOPHIA B BARRON
DIRECTOR1.001.00Yes (X)$0$0$0
JEFFREY HUDSON
DIRECTOR1.001.00Yes (X)$0$0$0
CHRIS NEWMAN
DIRECTOR1.001.00Yes (X)$0$0$0
DAN PRIEST
DIRECTOR1.001.00Yes (X)$0$0$0
ROBERT BOB REPPA
DIRECTOR1.001.00Yes (X)$0$0$0
CHARLES SHANNON
DIRECTOR1.001.00Yes (X)$0$0$0
JONATHAN SHINTAKU
DIRECTOR1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$487,239TotReportableCompRltdOrgAmt
Total Other Compensation$47,911TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$6,620,000AllOtherContributionsAmt
Total Contributions$6,620,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,071TotalRevenueColumnAmt
Exclusion$79,071ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,699,071TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$79,071ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,036,188TotalAmt
Program Services$5,036,188ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,105,000TotalAmt
Management And General$1,105,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$400TotalAmt
Program Services$400ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$113,231TotalAmt
Program Services$113,231ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,440TotalAmt
Management And General$1,440ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,256,259TotalAmt
Program Services$5,149,819ProgramServicesAmt
Management And General$1,106,440ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,672,296BOYAmt
EOY$3,794,301EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$106,514BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,778,810BOYAmt
EOY$3,794,301EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$265,000BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$170,449BOYAmt
EOY$8,128EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$435,449BOYAmt
EOY$8,128EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,189,854BOYAmt
EOY$1,632,666EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,153,507BOYAmt
EOY$2,153,507EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,343,361BOYAmt
EOY$3,786,173EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,778,810BOYAmt
EOY$3,794,301EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$442,812ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR EDUCATIONAL ADVANCEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN954695698EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,005,700SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,005,700SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationCDBAS IS A NONPROFIT PUBLIC BENEFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 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 CDBAS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient115RecipientCnt
Cash Grant$5,036,188CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMOST SCHOLARSHIPS ARE PAID DIRECTLY TO INSTITUTIONS. IN A RARE CIRCUMSTANCE WHERE CDBAS PAYS FOR EDUCATION RELATED EQUIPMENT FOR A SCHOLAR/FINALIST AND THE ORGANIZATION COULD NOT PAY DIRECTLY, CDBAS REIMBURSES A FAMILY WHO PROVIDES RECEIPTS. THE APPROVAL PROCESS FOR EVERY PAYMENT MADE BY CDBAS IS AS FOLLOWS: A FACILITATOR SETS UP THE PAYMENT AND KICKS OFF THE APPROVAL PROCESS. THE HEAD OF THE CDBAS PROGRAM APPROVES, THEN THE HEAD OF FINANCE APPROVES, AND FINALLY THE PRESIDENT SIGNS THE CHECK.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH D JONESPersonNm
TitleCHAIRMANTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$296,817CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$8,239DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$22,335NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$327,391TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ANO COMMITTEE OF THE BOARD, INCLUDING ANY EXECUTIVE COMMITTEE, SHALL HAVE ANY OF THE AUTHORITY OF THE BOARD WITH RESPECT TO: (A) THE FILLING OF VACANCIES ON THE BOARD OR ON ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; (B) THE AMENDMENT OR REPEAL OF THE ARTICLES OR BYLAWS OR THE ADOPTION OF NEW ARTICLES OR BYLAWS; (C) THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; (D) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEATABLE; (E) THE APPOINTMENT OF OTHER COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF IF SUCH COMMITTEE WILL HAVE THE AUTHORITY OF THE BOARD; (F) THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR DIRECTOR AFTER THERE ARE MORE PEOPLE NOMINATED FOR DIRECTOR THAN CAN BE ELECTED; (G) THE APPROVAL OF ANY SELF-DEALING TRANSACTION, EXCEPT THAT WHEN IT IS NOT REASONABLY PRACTICABLE TO OBTAIN APPROVAL OF THE BOARD PRIOR TO ENTERING INTO SUCH A TRANSACTION, A COMMITTEE AUTHORIZED BY THE BOARD MAY APPROVE THE TRANSACTION IN A MANNER CONSISTENT WITH THE STANDARDS SET FORTH IN SECTION 5233(D) OF THE LAW SUBJECT TO RATIFICATION BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE (WITHOUT COUNTING THE VOTE OF ANY "INTERESTED DIRECTOR" AS DEFINED IN SECTION 5233 OF THE LAW) AT THE NEXT MEETING OF THE BOARD; OR(H) THE APPROVAL OF ANY OTHER ACTION FOR WHICH THE LAW OR THESE BYLAWS REQUIRES APPROVAL OF THE BOARD OF A MAJORITY OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7ADIRECTORS SHALL BE DESIGNATED BY THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT ("IEA") TO TAKE OFFICE UPON DESIGNATION. EACH DIRECTOR SHALL SERVE AT THE PLEASURE OF IEA. ANY DIRECTOR DESIGNATED BY IEA MAY BE REMOVED BY IEA AT ANY TIME.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS 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 12CTHE CAROLINE D. BRADLEY ASSOCIATION OF SCHOLARS (THE "ASSOCIATION") EXPECTS ALL PERSONS ASSOCIATED WITH IT TO CONDUCT BUSINESS ON BEHALF OF THE ASSOCIATION WITH INTEGRITY AND A HIGH ETHICAL STANDARD. IN PARTICULAR, THE ASSOCIATION'S DIRECTORS, OFFICERS AND EMPLOYEES SHOULD ATTEMPT TO AVOID ACTIVITIES OR CONDUCT WHICH INVOLVE A CONFLICT OF INTEREST, RECOGNIZING THAT EVEN THE APPEARANCE OF A CONFLICT OF INTEREST COULD HARM THE ASSOCIATION. ANY ACTIVITY SHOULD BE ABLE TO BE JUSTIFIED AND WITHSTAND PUBLIC SCRUTINY, AND CARE SHOULD BE TAKEN TO AVOID ADVERSELY AFFECTING THE INTEGRITY OR THE REPUTATION OF THE ASSOCIATION. IN CONSIDERING WHETHER A CONFLICT OF INTEREST EXISTS, DIRECTORS, OFFICERS AND EMPLOYEES SHOULD REMEMBER THAT RELATIONSHIPS OF THEIR BUSINESS, BUSINESS ASSOCIATES, FAMILY AND FRIENDS MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST EVEN IF SUCH DIRECTOR, OFFICER OR EMPLOYEE IS NOT INVOLVED DIRECTLY. A POTENTIAL CONFLICT CAN EXIST WHERE THE PARTIES IN THE RELATIONSHIP GIVE OR RECEIVE, OR COULD REASONABLY BE PERCEIVED TO GIVE OR RECEIVE, UNFAIR ADVANTAGE OR PREFERENTIAL TREATMENT BECAUSE OF THE RELATIONSHIP. USING THE FOREGOING PRINCIPLES AND GUIDELINES OF THIS POLICY ON BUSINESS ETHICS AND CONFLICT OF INTEREST (THE "POLICY"), ALL DIRECTORS, OFFICERS AND EMPLOYEES OF THE ASSOCIATION SHALL ACT IN GOOD FAITH AND USE THEIR BEST JUDGMENT TO BRING TO THE ATTENTION OF THE PRESIDENT OR SECRETARY OF THE ASSOCIATION ANY CONFLICT OF INTEREST, REAL OR PERCEIVED, WHETHER FINANCIAL OR OTHERWISE, BETWEEN ANY OF THEM AND THE ASSOCIATION. THE PRESIDENT OR SECRETARY, ACTING JOINTLY OR ALONE, SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND MAKE A DETERMINATION ON THE PROPOSED ACTION, TRANSACTION OR OTHER ACTIVITY (THE "ACTIVITY"). THE ORGANIZATION'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 15THE 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022.
FORM 990, PART VI, SECTION C, LINE 19THE 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 11GREIMBURSEMENT TO IEA: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,105,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,105,000.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR EDUCATIONAL ADVANCEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 S MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
EIN954695698EIN
Primary ActivitiesSUPPORTS THE EDUCATIONAL ENDEAVORS OF THE YOUTH IN THE COMMUNITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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