PATHWAYS IN EDUCATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PATHWAYS IN EDUCATION (EIN 02-0541020)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103716
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:05:21-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Colorado Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020541020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAYS IN EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMIE DONAHUE | InCareOfNm |
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 6266833500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST Suite 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE DONAHUE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6266833500 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda E G Ballesteros | PreparerPersonNm |
| PTIN | P00366852 | PTIN |
| Phone | 6264493466 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,014,901 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $617,111 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,634 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,852,980 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,569,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $638,004 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $638,004 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,560 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,560 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $118,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $118,855 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,272 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $55,272 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,881 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,989 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,989 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,488 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,689,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,689,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,625,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,623,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,819 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,819 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,829,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,826,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $739,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,722,946 | CashBOYAmt |
| Cash EOY | $2,170,209 | CashEOYAmt |
| Cash EOYFMV | $2,170,209 | CashEOYFMVAmt |
| Acct Rcvbl | $2,089,711 | AcctRcvblAmt |
| Acct Rcvbl BOY | $588,604 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,089,711 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,089,711 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $622,885 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $622,885 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $622,885 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $622,885 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $65,319 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,017 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,017 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $194,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $127,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,315 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $125,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,764 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,645 | LandBOYAmt |
| Land EOY | $764 | LandEOYAmt |
| Land EOYFMV | $764 | LandEOYFMVAmt |
| Total Assets BOY | $4,198,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,014,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,014,901 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $212,377 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $409,358 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $212,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $409,358 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,828,896 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,192,213 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,156,995 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,413,330 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,985,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,605,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,198,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,014,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,985,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $739,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,650 | OtherIncreasesAmt |
| Subtotal | $4,727,474 | SubtotalAmt |
| Other Decreases | $121,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,605,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| LIQUIDATION DISTRIBUTION OF 35,293.797 SHS CNL LIFESTYLE PROPERITES | P | 2017-04-20 | $76,541 | $0 | $76,541 | $76,541 | |
| 0.673507 SH EPR PROPERTIES | 2017-04-20 | $51 | $51 | 2017-04-20 | |||
| LIQUIDATION DISTRIBUTION OF 22,093.18 SHS KBS REIT I | P | 2017-03-24 | $22,093 | $0 | $22,093 | $22,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,634 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,595,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,833,717 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.960895 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,798,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $687,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.069471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,981,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $409,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 7.286138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,495,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,194,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.502327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,347,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,229,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.376848 | DistributionYr5Rt |
| Total Distribution | 16.195679 | TotalDistributionRt |
| Average Distribution | 3.239136 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,330,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,550,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $996 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,551,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,449,779 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,992 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,992 | SubtotalAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,866 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,866 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,874 | OverpaymentAmt |
| Applied To ES Tax | $1,874 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PATHWAYSEDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE DONAHUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6266833500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST STE 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BOBBI NEWMAN | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PETE LAKEY | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANNE DEVORE | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMIE DONAHUE | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOHN HALL | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOAN HALL | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOHN HALL JR | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | TREASURER | 1.0 | $0 | $0 | $0 |
| JODI HALL | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | SECRETARY | 1.0 | $0 | $0 | $0 |
| ELIZABETH BASKERVILLE | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | CHIEF FINANCIAL OFFICER | 1.0 | $0 | $0 | $0 |
| TOMMIE JOE | ||||||||
| 320 NORTH HALSTEAD ST | PASADENA | CA | 91107 | CHIEF OPERATING OFFICER | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| KELLIE SMITH | |||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | PROGRAM SUPERVISOR | 40.0 | $66,610 | $5,995 |
| RYAN LEE | |||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | PROGRAM SUPERVISOR | 40.0 | $66,410 | $6,573 |
| JULIE DURAZO | |||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | OUTREACH & SUPP LEAD | 40.0 | $52,060 | $11,134 |
| AMY GROSS | |||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | FACILITATOR | 40.0 | $51,838 | $2,266 |
| KATE BARBER | |||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | FACILITATOR | 40.0 | $51,669 | $10,189 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION SOLUTIONS FOR DISENFRANCHISED AND UNDER-SERVED AT-RISK YOUTH. | Description1Txt |
| Expenses1 | $3,829,775 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOANS RECEIVABLE FROM AFFILIATES | Description1Txt |
| Expenses1 | $622,885 | Expenses1Amt |
| Total | $622,885 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $150,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,215,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,366,368 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,366,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,330,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,992 | TotalTaxAmt |
| Distributable Before Adj | $114,552 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,552 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,826,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $622,885 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,449,779 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,449,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,193,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,242,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,961,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,764,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,504,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,667,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,449,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $114,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,335,227 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,002,599 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,193,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,808,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,242,589 | ExcessFromYear4Amt |
| Excess From Year3 | $2,961,751 | ExcessFromYear3Amt |
| Excess From Year2 | $2,764,402 | ExcessFromYear2Amt |
| Excess From Year1 | $3,504,693 | ExcessFromYear1Amt |
| Excess From Current Year | $4,335,227 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIPS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CALIFORNIA STATE UNIVERSITY - SAN M | AddressLine1Txt |
| Address Line2 | 333 STWIN OAKS VALLEY RD | AddressLine2Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | UNRELATED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | GrantOrContributionPurposeTxt |
| Amt | $203,819 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,819 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $3,852,980 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,852,980 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,952,597 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | PATHWAYS IN EDUCATION, INC. (PIE) IS A PRIVATE, NONPROFIT ORGANIZATION INCORPORATED IN THE STATE OF CALIFORNIA. PIE'S SOLE MEMBER IS EDUCATION IN MOTION, INC. (EIM), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. PIE WORKS WITH SCHOOL DISTRICTS AND YOUTH ORGANIZATIONS TO PROVIDE WORKSHOPS, WEEKEND RETREATS, AND CLASSES ON TOPICS SUCH AS LIFE SKILLS, COLLEGE APPLICATION AND READINESS, LEADERSHIP, AND TEAM BUILDING TO UNDER-SERVED OR AT-RISK YOUTH. PIE ALSO PROVIDES A SCHOLARSHIP PROGRAM TO HIGH SCHOOL SENIORS AND OFFERS FINANCIAL ASSISTANCE FOR ATTENDING FOUR-YEAR UNIVERSITIES AND PROVIDES SUPPORT IN APPLYING TO COLLEGES AND REQUESTING ADDITIONAL SCHOLARSHIPS AND FINANCIAL AID. IN FY 2016-2017 PIE also PROVIDed MULTI-DAY, CULTURAL IMMERSION TRIPS FOR STUDENTS TO LEARN MORE ABOUT THE CULTURE AND THE POINTS OF VIEWS OF PEOPLE FROM VARIOUS CITIES AND COUNTRIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATHWAY MANAGEMENT GROUP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD STE 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $617,111 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CNL PROPERTIES, INC. | $3,529 | $3,529 |
| KBS REIT | $54,791 | $54,791 |
| EPR PROPERTIES | $68,995 | $68,995 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $21,647 |
| CONTRIBUTED SERVICES | $1,650 |
| REALIZED GAIN FROM LIQUIDATION | $98,634 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STUDENT PROGRAM | $1,499,583 | $1,499,583 |
| PROGRAM EXPENSES | $779,217 | $779,217 |
| MANAGEMENT FEES | $385,297 | $385,297 |
| OFFICE EXPENSES | $18,673 | $18,673 |
| SMALL EQUIPMENT | $5,530 | $5,530 |
| MARKETING | $828 | $828 |
| BANK CHARGES | $434 | $434 |
| OTHER EXPENSES | $191 | $191 |
| DUES & SUBSCRIPTIONS | $154 | $154 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Revenue And Expenses Per Books | $3,852,980 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED SERVICES | Desc |
| Amt | $1,650 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAYS IN EDUCATION - ILLINOIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $616,650 | LoanOriginalAmt |
| Balance Due | $622,885 | BalanceDueAmt |
| Note | 2012-01 | NoteDt |
| Repayment Terms | CALLABLE ON DEMAND | RepaymentTermsTxt |
| Interest | 0. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | 501(C)(3) AFFILIATE OPERATIONAL EXPENSES | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $118,855 | Amt |
| Disbursements Charitable Prps | $118,855 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BUSINESS TAXES | $368 | $368 |
| PAYROLL TAXES | $54,904 | $54,904 |