PARTNERS IN SCHOOL INNOVATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN SCHOOL INNOVATION (EIN 94-3205455)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-06-27
- IRS object ID
- 201901789349300890
- Schema version
- 2017v2.3
- Note
- A later return for the same period supersedes this one.
- 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 | 2019-06-27T16:57:25-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | 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 | CLIFTONLARSONALLENLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943205455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS IN SCHOOL INNOVATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 4158246196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 TENNESSEE STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK MITCHELL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4158246196 | PhoneNum |
| Signature | 2019-06-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE MCMULLEN | PreparerPersonNm |
| PTIN | P00541671 | PTIN |
| Phone | 6268577300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-26 | IPDt |
| IP Tm | 15:42:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Federal Original Submission Id | 94320520191680364e00 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66528650B4CFBDD6900F8FE16C7CFA4D2AF7FC52 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75B8C5112DBF31B05DDC7AE92B743734F7518E9C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DEREK MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 TENNESSEE STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,261,112 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.partnersinschools.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE PUBLIC SCHOOLS IN LOW-INCOME COMMUNITIES NATIONALLY TO ACHIEVE EDUCATIONAL EQUITY THROUGH SCHOOL-BASED REFORM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,982,126 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,312,179 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,253,110 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,883,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $9 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,091 | PYOtherRevenueAmt |
| CY Other Revenue | $65,135 | CYOtherRevenueAmt |
| PY Total Revenue | $5,239,327 | PYTotalRevenueAmt |
| CY Total Revenue | $5,261,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,976,416 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,735,776 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $227,769 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $663,748 | PYOtherExpensesAmt |
| CY Other Expenses | $822,936 | CYOtherExpensesAmt |
| PY Total Expenses | $5,640,164 | PYTotalExpensesAmt |
| CY Total Expenses | $5,558,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$400,837 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$297,600 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $826,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $321,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,594,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,387,371 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$768,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,066,227 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENABLE PUBLIC SCHOOLS IN LOW-INCOME COMMUNITIES NATIONALLY TO ACHIEVE EDUCATIONAL EQUITY THROUGH SCHOOL-BASED REFORM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,200,973 | ExpenseAmt |
| Revenue | $3,890,739 | RevenueAmt |
| Desc | PROVIDE ON-SITE CHANGE LEADERS WHO ENGAGE SCHOOL STAFF IN INTENSIVE, RESULTS-ORIENTED, CONTINUOUS IMPROVEMENT THAT ENABLES SCHOOL STAFF FIRST TO LEARN HOW TO ACCELERATE THE LEARNING OF THEIR STUDENTS AND SECOND HOW TO SUSTAIN CONTINUOUS IMPROVEMENT AFTER OUR PARTNERSHIP WITH SCHOOLS IN LOW-INCOME COMMUNITIES NATIONALLY. | Desc |
| Total Program Service Expenses | $4,200,973 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 39 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEREK MITCHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158246196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 TENNESSEE STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JULIEN PHILLIPS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN CHEN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBRA LINDO | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB BOUDROW | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOYCE MONTGOMERY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER O'DAY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARMEEN BROWAREK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER ROSENBURG | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MARVIN LYNN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HORNSBY | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DERRICK MITCHELL | |||||||
| CEO | 40.00 | Yes (X) | $225,000 | $0 | $12,656 | Yes (X) | |
| JAMES AHRENS | |||||||
| CFO | 40.00 | $31,021 | $0 | $0 | Yes (X) | ||
| WILLIAM HILL | |||||||
| REGIONAL EXEC DIR | 40.00 | $173,015 | $0 | $6,732 | Yes (X) | ||
| KRISTINA MARTIN | |||||||
| Chief Staff & Strategy Officer | 40.00 | $150,605 | $0 | $7,308 | Yes (X) | ||
| TOVI SCRUGGS | |||||||
| REGIONAL EXEC DIR | 40.00 | $145,322 | $0 | $6,506 | Yes (X) | ||
| RYAN STEWART | |||||||
| SENIOR DIRECTOR | 40.00 | $144,942 | $0 | $6,167 | Yes (X) | ||
| JESSE J HINUEBER | |||||||
| SENIOR DIRECTOR | 40.00 | $137,886 | $0 | $7,404 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,007,791 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,773 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 | $1,312,179 | AllOtherContributionsAmt |
| Total Contributions | $1,312,179 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOOL AND DISTRICT FE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $3,883,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,883,789 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,883,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9 | TotalRevenueColumnAmt |
| Exclusion | $9 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Net Indemnification | 611710 | $58,185 | $58,185 | |
| OTHER REVENUE | 611710 | $6,950 | $6,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $65,135 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,261,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,890,739 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,194 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,044 | TotalAmt |
| Management And General | $327,044 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,536,816 | TotalAmt |
| Program Services | $3,025,708 | ProgramServicesAmt |
| Management And General | $344,017 | ManagementAndGeneralAmt |
| Fundraising | $167,091 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,360 | TotalAmt |
| Program Services | $428,028 | ProgramServicesAmt |
| Management And General | $79,695 | ManagementAndGeneralAmt |
| Fundraising | $23,637 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,556 | TotalAmt |
| Program Services | $267,607 | ProgramServicesAmt |
| Management And General | $58,171 | ManagementAndGeneralAmt |
| Fundraising | $14,778 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,220 | TotalAmt |
| Management And General | $39,220 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,900 | TotalAmt |
| Program Services | $44,611 | ProgramServicesAmt |
| Management And General | $63,289 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008 | TotalAmt |
| Management And General | $2,008 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,312 | TotalAmt |
| Program Services | $38,336 | ProgramServicesAmt |
| Management And General | $44,879 | ManagementAndGeneralAmt |
| Fundraising | $13,097 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,516 | TotalAmt |
| Program Services | $109,883 | ProgramServicesAmt |
| Management And General | $14,633 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,117 | TotalAmt |
| Program Services | $30,077 | ProgramServicesAmt |
| Management And General | $14,040 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,957 | TotalAmt |
| Program Services | $198,403 | ProgramServicesAmt |
| Management And General | $69,388 | ManagementAndGeneralAmt |
| Fundraising | $9,166 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,819 | TotalAmt |
| Management And General | $7,819 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,130 | TotalAmt |
| Management And General | $25,130 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,525 | TotalAmt |
| Management And General | $8,525 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,112 | TotalAmt |
| Management And General | $32,112 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $58,320 | TotalAmt |
| Program Services | $58,320 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,558,712 | TotalAmt |
| Program Services | $4,200,973 | ProgramServicesAmt |
| Management And General | $1,129,970 | ManagementAndGeneralAmt |
| Fundraising | $227,769 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,334 | BOYAmt |
| EOY | $318,144 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,000 | BOYAmt |
| EOY | $3,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,849 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,861 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,195 | BOYAmt |
| EOY | $321,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,822 | BOYAmt |
| EOY | $482,482 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $390,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $188,500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,000 | BOYAmt |
| EOY | $326,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594,822 | BOYAmt |
| EOY | $1,387,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,165,476 | BOYAmt |
| EOY | -$1,130,927 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,849 | BOYAmt |
| EOY | $64,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$768,627 | BOYAmt |
| EOY | -$1,066,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,195 | BOYAmt |
| EOY | $321,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$297,600 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $6,128,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,327,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,625,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,235,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,195,968 | CurrentTaxYearAmt |
| Total | $26,513,413 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,128,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,327,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,625,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,235,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,195,968 | CurrentTaxYearAmt |
| Total | $26,513,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $26,513,413 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9 | CurrentTaxYearAmt |
| Total | $23,342 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $4,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,135 | CurrentTaxYearAmt |
| Total | $91,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,628,466 | TotalSupportAmt |
| Public Support CY170 | 0.99570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,849 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,261,112 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,261,112 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,261,112 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,558,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,558,712 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,558,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | PSI is a non-profit entity exempt from the payment of income taxes under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. PSI is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. PSI files and exempt School return and applicable unrelated business income tax return in the U.S. federal jurisdiction and with the California Franchise Tax Board. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DERRICK MITCHELL | ||||||||||||||
| CEO | $225,000 | $0 | $0 | $0 | $0 | $0 | $12,656 | $0 | $0 | $0 | $237,656 | $0 | $0 | $0 |
| WILLIAM HILL | ||||||||||||||
| REGIONAL EXEC DIR | $173,015 | $0 | $0 | $0 | $0 | $0 | $6,732 | $0 | $0 | $0 | $179,747 | $0 | $0 | $0 |
| KRISTINA MARTIN | ||||||||||||||
| Chief Staff & Strategy Officer | $150,605 | $0 | $0 | $0 | $0 | $0 | $7,308 | $0 | $0 | $0 | $157,913 | $0 | $0 | $0 |
| TOVI SCRUGGS | ||||||||||||||
| REGIONAL EXEC DIR | $145,322 | $0 | $0 | $0 | $0 | $0 | $6,506 | $0 | $0 | $0 | $151,828 | $0 | $0 | $0 |
| RYAN STEWART | ||||||||||||||
| SENIOR DIRECTOR | $144,942 | $0 | $0 | $0 | $0 | $0 | $6,167 | $0 | $0 | $0 | $151,109 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Julien R Phillips | |||||||
| Board Member | Temporary Operating Loan | Yes (X) | $165,000 | $165,000 | 0 | Yes (1) | Yes (1) |
| Derek Mitchell | |||||||
| CEO | Temporary Operating Loan | Yes (X) | $50,000 | $23,500 | 0 | Yes (1) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $188,500 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 5 | During the year ended July 31, 2018, PSI experienced loss due to misappropriation of assets and indemnification conducted by a former employee. PSI consulted with legal counsel and is currently seeking repayment from the former employee for the misappropriate fund amount. For the year ended July 31, 2018, the misappropriation loss was $67,026, of which total misappropriation loss since 2012 totaled $274,636. The former employee repaid $125,211 during the year ended July 31, 2018. The indemnification loss, net of repayments for the year ended July 31, 2018 was $58,185, is shown as non-operating revenue. |
| Form 990, Part VI, Section B, line 11b | A draft of the Form 990 Is given to the members of the Board's Executive Committee to review before submission. |
| Form 990, Part VI, Section B, line 15a | The CEO's compensation Is validated by market comparability data and was reviewed and approved by members of the Executive Committee. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents and f1nanc1al statements available upon request. |
| Form 990 B | During the year ended July 31, 2018, PSI experienced loss due to misappropriation of assets and indemnification conducted by a former employee. Additional changes were made to the return after the audit was complete. |
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