2019-11-13T20:04:52-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2018-01-01 954695698 INSTITUTE FOR EDUCATIONAL ADVANCEMENT INST 6264038900 569 SOUTH MARENGO AVENUE PASADENA CA 91101 ELIZABETH D JONES PRESIDENT 6264038900 2019-11-12 1 DAVID ROBYDEK P02127582 6267933600 2019-11-12 67.137.57.251 2019-11-12 11:41:20 PS P C6A37568A41E0AB8BE07FF512B9036924B050377 8E5C5D94518C4E9178AE6B9498F7E909C8B36A46 2018 2020-04-17 16:48:07Z ELIZABETH D JONES 569 SOUTH MARENGO AVENUE PASADENA CA 91101 2014055 0 X WWW.EDUCATIONALADVANCEMENT.ORG/ X 1998 CA DEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL. 12 12 55 40 0 0 489958 867983 390323 412776 43830 -74203 961180 795343 1885291 2001899 45946 53215 0 0 982015 1189746 0 0 148474 1122928 900485 2150889 2143446 -265598 -141547 8601728 8454934 87050 81803 8514678 8373131 X 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. 0 0 839063 THE CAROLINE D. BRADLEY (CDB) SCHOLARSHIP IS A HIGHLY SELECTIVESCHOLARSHIP 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. IN ADDITION, IEA OFFERS PERSONALIZED GUIDANCE DURING THE SCHOOL SEARCH PROCESS. IEA NAMED THIRTY 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. IN 2018, THERE WAS A TOTAL OF 131 SCHOLARSHIPS AWARDED TO STUDENTS. 292501 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. THIS YEAR, IEA SERVED 66 GIFTED YOUTH AGES 10-17 AT YUNASA IN MICHIGAN AND 42 GIFTED YOUTH AGES 10-15 AT YUNASA WEST IN COLORADO. 284212 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. OVER 100 STUDENTS ATTENDED ACADEMY CLASSES IN 2018. 441126 441126 1856902 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 55 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ELIZABETH JONES 6264038900 569 SOUTH MARENGO AVENUE PASADENA CA 91101 ELIZABETH D JONES PRESIDENT 40.00 X X 212125 0 0 JAMES R DELISLE DIRECTOR 1.00 X 0 0 0 HAP DENEEN DIRECTOR 1.00 X 0 0 0 RICHARD BAPTIE DIRECTOR 1.00 X 0 0 0 SETH FREEMAN DIRECTOR 1.00 X 0 0 0 DAN GOGGINS DIRECTOR 1.00 X 0 0 0 MICHAEL W GREBE DIRECTOR 1.00 X 0 0 0 CAROLYN A HAMPTON DIRECTOR 1.00 X 0 0 0 JEFFREY HUDSON DIRECTOR 1.00 X 0 0 0 JENNIFER BURKE DIRECTOR 1.00 X 0 0 0 CHRIS NEWMAN DIRECTOR 1.00 X 0 0 0 BYRON LICHTENSTEIN DIRECTOR 1.00 X 0 0 0 JONATHAN SHINTAKU DIRECTOR 1.00 X 0 0 0 Z ROSE IBANEZ SECRETARY 40.00 X 85092 0 0 297217 0 0 1 0 1 0 0 20610 847373 10551 867983 TUITION AND FEES 900099 412776 412776 412776 -74203 -74203 1640 20610 12156 -10516 -10516 OTHER INCOME 900099 805859 805859 805859 2001899 412776 0 721140 X 53215 53215 297538 246127 38880 12531 772145 638974 46292 86879 120063 90575 20140 9348 242970 216350 8161 18459 23454 20577 102 2775 31470 28845 937 1688 94396 93815 252 329 292335 290620 206 1509 31752 25925 239 5588 54390 45645 4103 4642 15971 13347 1231 1393 PROPERTY EXPENSES 63960 63852 108 BANKING AND CREDIT CARD 16006 13376 1234 1396 INVESTMENT FEES 13494 13494 EQUIPMENT LEASE/PURCHAS 11635 9248 671 1716 8652 6411 2020 221 2143446 1856902 138070 148474 328090 186644 1827083 2647215 787639 38837 85400 106761 3537100 320057 3222723 3217043 2336107 2234323 14686 24111 8601728 8454934 87050 81803 87050 81803 X 4148870 4550039 4365808 3823092 8514678 8373131 8601728 8454934 -141547 0 X 0 1 X 0 0 X 2776600 4212003 5467845 489958 867983 13814389 2776600 4212003 5467845 489958 867983 13814389 12305147 1509242 569 598 559 43830 -74203 -28647 4646 9419 2770 972575 805859 1795269 15581011 1517511 0.09690 0.11890 X THE INSTITUTE SATISFIES THE FACTS-AND-CIRCUMSTANCES TEST OF TREASURY REGULATION 1.170A-9(E)(3) AND QUALIFIES AS PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE FOLLOWING REASONS:1. TEN-PERCENT-OF-SUPPORT LIMITATIONTHE INSTITUTE'S PUBLIC SUPPORT FOR THE CURRENT PERIOD IS 9.69%, HOWEVER THE PUBLIC SUPPORT FOR 2017 WAS 11.89%, ABOVE THE MINIMUM REQUIREMENT OF 10% TO QUALIFY THE INSTITUTE UNDER THE FACTS-AND-CIRCUMSTANCES TEST.2. ATTRACTION OF PUBLIC SUPPORTTHE INSTITUTE ACTIVELY SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, PRIVATE FOUNDATIONS AND CORPORATE SPONSORS. AMONG OTHER THINGS, THE INSTITUTE MAINTAINS A PUBLICLY ACCESSIBLE WEBSITE THAT DISCUSSES AT LENGTH THE INSTITUTE'S PROGRAMS AND ACTIVITIES AND CONTAINS A SPECIAL "DONATE NOW" BUTTON. THE INSTITUTE RECOGNIZES ITS DONORS' GENEROSITY WITH SEVEN HONOR CLASSIFICATIONS, RANGING FROM "CONTRIBUTORS" FOR THOSE WHO DONATE UP TO $999, TO "FOUNDERS CIRCLE" FOR THOSE WHO CONTRIBUTE $150,000 AND HIGHER. IN ADDITION, WHEN DONORS COMMIT IN ADVANCE TO A CONSECUTIVE THREE-YEAR PLEDGE TO THE INSTITUTE, THEY ARE INDUCTED INTO THE INSTITUTE'S NAUTILUS SOCIETY. A LIST OF OVER 200 DONORS TO THE INSTITUTE CAN BE FOUND AT WWW.EDUCATIONALADVANCEMENT.ORG.3. PERCENTAGE OF FINANCIAL SUPPORTTHE INSTITUTE'S 2017 AND 2018 PUBLIC-SUPPORT PERCENTAGES IREFLECT THE FACT THAT THE ORGANIZATION RECEIVES SIGNIFICANT AND WIDESPREAD PUBLIC SUPPORT. THE INSTITUTE IS WORKING ACTIVELY TO BROADEN ITS SOURCES OF SUPPORT TO INCREASE ITS PUBLIC-SUPPORT PERCENTAGE IN THE COMING YEARS.4. SOURCES OF SUPPORTTHE INSTITUTE RECEIVES FINANCIAL SUPPORT FROM A WIDE RANGE OF UNRELATED INDIVIDUAL DONORS AND FOUNDATIONS, AS DEMONSTRATED BY THE LIST OF TWELVE MAJOR CONTRIBUTORS ON SCHEDULE B. IN ADDITION TO THE SUPPORT DISCLOSED ON SCHEDULE B, THE INSTITUTE RECEIVES SMALLER CONTRIBUTIONS FROM MANY OTHER INDIVIDUAL DONORS.TO SUPPORT ITS WORK WITH GIFTED YOUNG PEOPLE, THE INSTITUTE RELIES HEAVILY ON ITS VOLUNTEER CORPS. THE ROLES AND RESPONSIBILITIES OF OUR VOLUNTEERS VARY WIDELY DEPENDING ON THEIR SKILLS AND EXPERTISE AND ON THE INSTITUTE'S NEEDS. FOR EXAMPLE, PROFESSIONALS WHO ARE RESPECTED IN THEIR FIELDS VOLUNTEER FOR THREE TO SIX WEEKS DURING EACH SUMMER TO MENTOR GIFTED STUDENTS PARTICIPATING IN THE INSTITUTE'S EXPLORE PROGRAM. ALSO, THROUGHOUT THE YEAR, PROFESSIONALS FROM VARIOUS FIELDS DONATE THEIR TIME TO GIVE INSPIRATIONAL LECTURES TO GIFTED STUDENTS, PARENTS, TEACHERS AND ADMINISTRATORS PARTICIPATING IN THE INSTITUTE'S PARENT SUPPORT GROUP MEETINGS AND GUEST EVENTS. THE INSTITUTE ACTIVELY SOLICITS VOLUNTEER SUPPORT THROUGH ITS WEBSITE, AS WELL AS BY DIRECT SOLICITATIONS.THE CAROLINE D. BRADLEY SCHOLARSHIP SELECTION COMMITTEE IS COMPRISED OF VOLUNTEERS FROM PUBLIC AND PRIVATE HIGH SCHOOLS AND UNIVERSITIES FROM AROUND THE COUNTRY. IEA HAS THREE COMMITTEES EACH YEAR, MADE UP OF EIGHT TO TEN ADMISSIONS DIRECTORS, SCHOOL HEADS AND UNIVERSITY LEADERSHIP.5. REPRESENTATIVE GOVERNING BODYTHE INSTITUTE'S BOARD OF DIRECTORS CONSISTS OF TWELVE DIRECTORS FROM DIVERSE PROFESSIONAL BACKGROUNDS, INCLUDING LAW, FINANCE, AND EDUCATION. ELEVEN OF THESE TWELVE DIRECTORS ARE NOT OTHERWISE RELATED TO THE INSTITUTE. THE INSTITUTE ENCOURAGES ALL ITS DIRECTORS TO CONTRIBUTE BOTH TIME AND MONEY TO THE ORGANIZATION.6. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES THE INSTITUTE'S PROGRAMS ARE AVAILABLE TO ELIGIBLE CANDIDATES FROM THE GENERAL PUBLIC AND INCLUDE THE FOLLOWING:EXPLORE PROGRAM: THIS THREE-TO-FOUR WEEK SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR UP TO 40 STUDENTS, CAPABLE OF WORKING AT THE HIGH SCHOOL LEVEL, TO WORK WITH ESTABLISHED PROFESSIONALS IN AN AREA OF INTEREST. CAROLINE D. BRADLEY SCHOLARSHIP: THIS PROGRAM PROVIDES AN OPPORTUNITY FOR UP TO 120 SCHOLARS TO DEVELOP TO THEIR FULLEST POTENTIAL BY ATTENDING A SCHOOL THAT WILL BEST MEET THEIR INDIVIDUAL NEEDS. THE SCHOLARSHIP COVERS THE COST OF TUITION AND BOOKS THROUGHOUT EACH SCHOLAR'S HIGH SCHOOL YEARS.YUNASA SUMMER CAMPS FOR THE GIFTED: THIS WEEK-LONG RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR 100 GIFTED MIDDLE SCHOOL STUDENTS TO DEVELOP THE EMOTIONAL, SPIRITUAL, PHYSICAL AND INTELLECTUAL ASPECTS OF THEMSELVES WHILE HAVING FUN. GIFTED RESOURCE CENTER: THIS RESOURCE PROVIDES A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS.ACADEMY PROGRAM: ACADEMY IS AN EDUCATIONAL YEAR-ROUND ENRICHMENT PROGRAM THAT SERVES OVER 100 ELEMENTARY AND MIDDLE SCHOOL STUDENTS ANNUALLY. ACADEMY OFFERS HIGH-LEVEL MATH AND SCIENCE COURSES THAT CHALLENGE GIFTED STUDENTS BEYOND THEIR GRADE LEVEL.CONSULTING SERVICES: IEA PROVIDES A VARIETY OF CONSULTING SERVICES TO FAMILIES, SCHOOLS AND DISTRICTS WITH HIGHLY GIFTED CHILDREN.PUBLIC POLICY: IEA IS COMMITTED TO EDUCATING THE PUBLIC ABOUT INITIATIVES AND PRACTICES THAT SUPPORT THE NEEDS OF GIFTED STUDENTS THROUGH INTERDISCIPLINARY CONVERSATIONS, ORGANIZATION PARTNERSHIPS, AND RESEARCH. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2277642 2277642 995979 82407 913572 263479 237650 25829 3217043 2234323 F 2234323 X PART X, LINE 2: 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. BAY AREA FUNDRAISER 22250 20610 1640 7200 3553 600 803 22250 20610 1640 7200 3553 600 803 12156 -10516 1 FINANCIAL AID 119 53215 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 1 0 ELIZABETH D JONES PRESIDENT 209125 0 3000 0 0 0 0 0 0 0 212125 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PREPARED BY INDEPENDENT ACCOUNTANT. FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, CONSISTING OF THREE BOARD MEMBERS, BEFORE FILING. THE ORGANIZATION EMAILED EACH MEMBER OF THE GOVERNING BODY THE ORGANIZATION'S FINAL FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE'S BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. A DIRECTOR WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, A SUBSET OF THE IEA BOARD OF DIRECTORS, HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. THE COMMITTEE MEETS INDEPENDENT OF THE PRESIDENT TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AND THE ESTABLISHED GOALS. COMPARABLE SALARY SURVEYS ARE REVIEWED AT A MINIMUM OF EVERY THREE YEARS TO BENCHMARK COMPENSATION FOR THE POSITION. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION, WITHOUT THE PRESIDENT PRESENT, TO THE BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR THE BOARD CHAIR THEN MEET WITH THE PRESIDENT TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 73,380. MANAGEMENT AND GENERAL EXPENSES 2,071. FUNDRAISING EXPENSES 7,093. TOTAL EXPENSES 82,544. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 7,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,134. EMPLOYEE DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,104. MANAGEMENT AND GENERAL EXPENSES 166. FUNDRAISING EXPENSES 188. TOTAL EXPENSES 2,458. ADP LEASE EMPLOYEE FEES: PROGRAM SERVICE EXPENSES 133,732. MANAGEMENT AND GENERAL EXPENSES 5,924. FUNDRAISING EXPENSES 11,178. TOTAL EXPENSES 150,834. CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS 569 S MARENGO AVENUE PASADENA CA 91101 474625250 SUPPORTING INSTITUTE FOR EDUCATIONAL ADVANCEMENT CA 501(C)(3) LINE 12B, II INSTITUTE FOR EDUCATIONAL ADVANCEMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 THE CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS Q 800000 ESTIMATED FAIR VALUE OF THE SERVI