THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (EIN 95-4695698)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-23
- IRS object ID
- 202512669349301806
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-23T16:01:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 901 VIA PIEMONTE SUITE 300 | AddressLine1Txt |
| City | ONTARIO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | DEBORAH MONROE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264038900 | PhoneNum |
| Signature | 2025-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASIE ZWAHLEN CPA | PreparerPersonNm |
| PTIN | P02291311 | PTIN |
| Phone | 9099857286 | PhoneNum |
| Preparation | 2025-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH MONROE | 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 | $3,819,728 | 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 | 10 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $604,973 | PYContributionsGrantsAmt |
| CY Contributions Grants | $745,678 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,406,775 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,932,756 | CYProgramServiceRevenueAmt |
| PY Investment Income | $80,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $137,188 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,360 | PYOtherRevenueAmt |
| CY Other Revenue | $5,770 | CYOtherRevenueAmt |
| PY Total Revenue | $2,068,462 | PYTotalRevenueAmt |
| CY Total Revenue | $2,821,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,964 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $156,126 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,474,684 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,703,755 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,960 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $891,224 | PYOtherExpensesAmt |
| CY Other Expenses | $1,289,904 | CYOtherExpensesAmt |
| PY Total Expenses | $2,454,872 | PYTotalExpensesAmt |
| CY Total Expenses | $3,149,785 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$386,410 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$328,393 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,757,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,709,605 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $98,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,125 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,658,595 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,534,480 | 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 | $1,418,532 | ExpenseAmt |
| Grant | $79,281 | GrantAmt |
| Revenue | $1,268,325 | 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 2024, IEA NAMED 26 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 SCHOLARS JOINED THE CURRENT COHORT OF STUDENTS, BRINGING THE TOTAL NUMBER OF SCHOLARSHIPS AWARDED TO 191 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $503,112 | ExpenseAmt |
| Grant | $56,607 | GrantAmt |
| Revenue | $385,215 | 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 ADDED PROGRAMMING IN A VIRTUAL FORMAT, WHICH ALSO ALLOWED THE PROGRAM TO SERVE STUDENTS NATIONALLY. IN 2024, ACADEMY FILLED 825 SEATS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $336,745 | ExpenseAmt |
| Grant | $20,238 | GrantAmt |
| Revenue | $185,261 | 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 2024, YUNASA FILLED 135 SEATS OF GIFTED YOUTH AGES 10-17. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $299,970 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $93,955 | RevenueAmt |
| Desc | EXTERNSHIPS PROVIDING LEADERSHIP OPPORTUNITIES IN RESEARCH AND EDUCATION (EXPLORE) INCLUDES ALL OF IEA'S EDUCATIONAL ENRICHMENT OPPORTUNITIES FOR GIFTED AND ADVANCED HIGH SCHOOL STUDENTS. IN 2024, EXPLORE FILLED 41 SEATS OF GIFTED YOUTH AGES 16+. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $299,970 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $93,955 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,558,359 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | 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 | 10 | 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 | 0 | 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 | CARLOS ZUNIGA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264038900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 S MARENGO AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ELIZABETH D JONES | |||||||
| PRESIDENT EMERITUS, SENIOR ADVISOR | 40.00 | 1.00 | Yes (X) | Yes (X) | $296,817 | $0 | $30,574 |
| DEBORAH K MONROE START 924 | |||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | Yes (X) | $98,902 | $0 | $66 |
| CHERYL BRIER START 524 | |||||||
| ASSISTANT SECRETARY | 40.00 | 1.00 | Yes (X) | Yes (X) | $73,960 | $0 | $16,744 |
| ZADRA IBANEZ END524 | |||||||
| TREASURER | 40.00 | 1.00 | Yes (X) | $17,560 | $0 | $527 | |
| BYRON LICHTENSTEIN | |||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES SHANNON START 524 | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL W GREBE | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS NEWMAN | |||||||
| FINANCE COMMITTEE HEAD | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SOPHIA B BARRON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAP DENEEN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HUDSON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN PRIEST | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BOB REPPA | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN SHINTAKU | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $487,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,911 | 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 |
| All Other Contributions | $745,678 | AllOtherContributionsAmt |
| Total Contributions | $745,678 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS | 900099 | $1,166,700 | $1,166,700 |
| TUITION AND FEES | 900099 | $766,056 | $766,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,932,756 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,578 | TotalRevenueColumnAmt |
| Exclusion | $133,578 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Exclusion | $3,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $996,390 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,610 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,610 | TotalRevenueColumnAmt |
| Exclusion | $3,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,615 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,946 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$331 | TotalRevenueColumnAmt |
| Exclusion | -$331 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,101 | TotalRevenueColumnAmt |
| Exclusion | $3,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,101 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,821,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,932,756 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $142,958 | 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 | $156,126 | TotalAmt |
| Program Services | $156,126 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,150 | TotalAmt |
| Program Services | $450,137 | ProgramServicesAmt |
| Management And General | $41,353 | ManagementAndGeneralAmt |
| Fundraising | $43,660 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,808 | TotalAmt |
| Program Services | $543,658 | ProgramServicesAmt |
| Management And General | $61,594 | ManagementAndGeneralAmt |
| Fundraising | $87,556 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,207 | TotalAmt |
| Program Services | $16,179 | ProgramServicesAmt |
| Management And General | $1,682 | ManagementAndGeneralAmt |
| Fundraising | $2,346 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,530 | TotalAmt |
| Program Services | $108,371 | ProgramServicesAmt |
| Management And General | $2,704 | ManagementAndGeneralAmt |
| Fundraising | $3,455 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,060 | TotalAmt |
| Program Services | $314,754 | ProgramServicesAmt |
| Management And General | $24,322 | ManagementAndGeneralAmt |
| Fundraising | $1,984 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,225 | TotalAmt |
| Management And General | $39,225 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,104 | TotalAmt |
| Program Services | $3,006 | ProgramServicesAmt |
| Management And General | $62,098 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,095 | TotalAmt |
| Management And General | $21,095 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,274 | TotalAmt |
| Program Services | $214,840 | ProgramServicesAmt |
| Management And General | $93,439 | ManagementAndGeneralAmt |
| Fundraising | $15,995 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,732 | TotalAmt |
| Program Services | $14,567 | ProgramServicesAmt |
| Management And General | $571 | ManagementAndGeneralAmt |
| Fundraising | $594 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,935 | TotalAmt |
| Program Services | $53,352 | ProgramServicesAmt |
| Management And General | $9,848 | ManagementAndGeneralAmt |
| Fundraising | $2,735 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,207 | TotalAmt |
| Program Services | $101,771 | ProgramServicesAmt |
| Management And General | $28,141 | ManagementAndGeneralAmt |
| Fundraising | $8,295 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,088 | TotalAmt |
| Program Services | $47,758 | ProgramServicesAmt |
| Management And General | $3,419 | ManagementAndGeneralAmt |
| Fundraising | $4,911 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,702 | TotalAmt |
| Program Services | $227,327 | ProgramServicesAmt |
| Management And General | $6,847 | ManagementAndGeneralAmt |
| Fundraising | $528 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,854 | TotalAmt |
| Program Services | $240,067 | ProgramServicesAmt |
| Management And General | $1,625 | ManagementAndGeneralAmt |
| Fundraising | $1,162 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232 | TotalAmt |
| Program Services | $1,032 | ProgramServicesAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
| Fundraising | $103 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,107 | TotalAmt |
| Program Services | $40,069 | ProgramServicesAmt |
| Management And General | $3,932 | ManagementAndGeneralAmt |
| Fundraising | $4,106 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,507 | TotalAmt |
| Program Services | $18,216 | ProgramServicesAmt |
| Management And General | $1,604 | ManagementAndGeneralAmt |
| Fundraising | $1,687 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $5,364 | $5,364 | ||
| EQUIPMENT LEASE/PURCHAS | $3,746 | $953 | $2,252 | $541 |
| PROFESSIONAL DUES AND M | $3,253 | $447 | $2,697 | $109 |
| EMPLOYEE DEVELOPMENT | $1,481 | $182 | $1,207 | $92 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998 | TotalAmt |
| Program Services | $973 | ProgramServicesAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
| Fundraising | $101 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,149,785 | TotalAmt |
| Program Services | $2,558,359 | ProgramServicesAmt |
| Management And General | $411,466 | ManagementAndGeneralAmt |
| Fundraising | $179,960 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,985 | BOYAmt |
| EOY | $671,470 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,615,100 | BOYAmt |
| EOY | $1,114,838 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,554 | BOYAmt |
| EOY | $39,670 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,868 | BOYAmt |
| EOY | $241,992 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,382 | BOYAmt |
| EOY | $238,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,910,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $699,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,727 | BOYAmt |
| EOY | $3,211,133 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,843 | BOYAmt |
| EOY | $3,172,246 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,757,459 | BOYAmt |
| EOY | $8,709,605 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,159 | BOYAmt |
| EOY | $156,044 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,705 | BOYAmt |
| EOY | $19,081 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,864 | BOYAmt |
| EOY | $175,125 | 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 | $4,432,296 | BOYAmt |
| EOY | $4,368,133 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,299 | BOYAmt |
| EOY | $4,166,347 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,658,595 | BOYAmt |
| EOY | $8,534,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,757,459 | BOYAmt |
| EOY | $8,709,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$328,393 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $204,278 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $1,244,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $820,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $618,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $745,678 | CurrentTaxYearAmt |
| Total | $4,034,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,244,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $820,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $618,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $745,678 | CurrentTaxYearAmt |
| Total | $4,034,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,121,330 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,912,670 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,578 | CurrentTaxYearAmt |
| Total | $372,046 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,101 | CurrentTaxYearAmt |
| Total | $3,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,409,147 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,702,650 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SALES - 2024 AMOUNT: $ 3,101. | ExplanationTxt |
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 | $1,177,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $257,047 | DepreciationAmt |
| Book Value | $920,413 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $455,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $442,383 | DepreciationAmt |
| Book Value | $13,077 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,211,133 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,172,246 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,172,246 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE | Desc |
| Amt | $19,081 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,081 | TotalLiabilityAmt |
| 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 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 | 139 | RecipientCnt |
| Cash Grant | $156,126 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
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 | 0 | 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 EMERITUS, SENIOR ADVISOR | TitleTxt |
| Base Compensation Filing Org | $296,817 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,239 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,335 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $327,391 | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | 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 2024, IEA NAMED 26 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 SCHOLARS JOINED THE CURRENT COHORT OF STUDENTS, BRINGING THE TOTAL NUMBER OF SCHOLARSHIPS AWARDED TO 191 STUDENTS. |
| FORM 990, PART III, LINE 4B | 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 ADDED PROGRAMMING IN A VIRTUAL FORMAT, WHICH ALSO ALLOWED THE PROGRAM TO SERVE STUDENTS NATIONALLY. IN 2024, ACADEMY FILLED 825 SEATS. |
| FORM 990, PART III, LINE 4C | 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 2024, YUNASA FILLED 135 SEATS OF GIFTED YOUTH AGES 10-17. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 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 12 | 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. |
| 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 57,116. MANAGEMENT AND GENERAL EXPENSES 77,468. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 134,658. ADP LEASE EMPLOYEE FEES: PROGRAM SERVICE EXPENSES 157,724. MANAGEMENT AND GENERAL EXPENSES 15,971. FUNDRAISING EXPENSES 15,921. TOTAL EXPENSES 189,616. |
| 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
| 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 12A, I | 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $1,105,000 | InvolvedAmt |
| Method Of Amount Determination | COST OF SERVICES PROVIDED | MethodOfAmountDeterminationTxt |
Comments