2017-09-06T20:11:25-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2016-01-01 954695698 INSTITUTE FOR EDUCATIONAL ADVANCEMENT INST 6264038900 569 SOUTH MARENGO AVENUE PASADENA CA 91101 ELIZABETH D JONES PRESIDENT 6264038900 2017-09-05 1 ALAN HARRISON P00157337 6267933600 2017-08-28 67.137.57.251 2017-09-05 14:59:40 PD P 9AD29FA46B8615F2777C89FEDEB19E0AFF07ACA7 E49AB45AF12B1BB25434C7612008407C4465D4D7 2016 2021-01-29 14:40:06Z ELIZABETH D JONES 569 SOUTH MARENGO AVENUE PASADENA CA 91101 5789553 0 X WWW.EDUCATIONALADVANCEMENT.ORG/ X 1998 CA DEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL. 13 12 49 40 0 0 4212003 5467845 285831 316699 598 559 9419 -4372 4507851 5780731 2518427 3288841 0 0 856646 872862 0 0 113457 747760 859793 4122833 5021496 385018 759235 8115824 8909606 94784 129331 8021040 8780275 X THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (IEA) IS DEDICATED TO THE INTELLECTUAL, CREATIVE, AND PERSONAL GROWTH IN OUR NATION'S GIFTED AND HIGH POTENTIALLY 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 4061416 3255359 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 2016, THERE WAS A TOTAL OF 99 SCHOLARSHIPS AWARDED TO STUDENTS. 262608 15975 182925 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 FORRETURNING CAMPERS AGES 15 AND 16 AND A COUNSELOR-IN-TRAINING EXPERIENCE FOR ITS 16 AND 17 YEAR OLD VETERANS. THIS YEAR, IEA SERVED 69 GIFTED YOUTH AGES 10-17 AT YUNASA IN MICHIGAN AND 44 GIFTED YOUTH AGES 10-15 AT YUNASA WEST IN COLORADO. 246141 16281 110248 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 2016. 67988 1225 23525 IEA EXPLORE PROGRAM IS A NATIONALLY-OFFERED THREE-TO-FOUR WEEK PROGRAM THAT PROVIDES EXCEPTIONALLY CAPABLE HIGH SCHOOL STUDENTS WITH FOCUSED, HANDS-ON STUDY AND INTERACTION WITH PREEMINENT SCIENTISTS, MATHEMATICIANS AND ARTISTS. QUALIFIED PARTICIPANTS TRAVEL TO THE MENTOR'S PLACE OF WORK OR STUDY TO PARTICIPATE IN COLLABORATIVE PROJECTS, AN EXPERIENCE THAT PROVIDES THEM WITH A VALUABLE OPPORTUNITY AND DEVELOP RELATIONSHIPS WITH INTELLECTUAL PEERS WITH SHARED INTERESTS. IEA HOSTED 22 APPRENTICES IN LOS ANGELES IN 2016. 10944 IEA BUILDS ON OUR TUITION-BASED PROGRAMS BY PROVIDING ADDITIONAL FREE SERVICES TO OUR CONSTITUENCY, INCLUDING PROFESSIONAL DEVELOPMENT AND CONSULTING SERVICES TO FAMILIES AND EDUCATORS TO GUIDE THEM IN FINDING THE OPTIMAL EDUCATIONAL FIT FOR THEIR STUDENTS, TO LEARN ABOUT BEST PRACTICES IN THE IDENTIFICATION AND TEACHING OF GIFTED LEARNERS AND TO EXPLORE METHODS FOR EVALUATING STUDENT GROWTH. MONTHLY GIFTED SUPPORT GROUP MEETINGS FOR PARENTS AND LOCAL EDUCATORS SUPPORT THESE EFFORTS. 72309 THE GIFTED RESOURCE CENTER (GRC) IS AN ONLINE DATABASE OF RESOURCES, PROGRAMS, AND SERVICES FOR GIFTED LEARNERS AND THEIR FAMILIES. THE GRC CONTAINS INFORMATION PERTAINING TO ADVOCACY, GIFTED PROGRAMS, ARTICLES, MEDIA, SCHOOLS, AND TESTING AND COUNSELING PROFESSIONALS. THROUGH THE GRC, IEA PROVIDES PARENTS, EDUCATORS, AND OTHERS INTERESTED IN GIFTED EDUCATION WITH THE MOST RELEVANT AND PERTINENT INFORMATION. THE GRC IS A FREE SERVICE AVAILABLE THROUGH THE IEA WEBSITE, AND CURRENTLY OFFERS OVER 300 RESOURCES. 50607 OUR PUBLIC POLICY INITIATIVE BRINGS TOGETHER EXPERTS IN A WIDE VARIETY OF FIELDS TO AMELIORATE THE GAP IN GIFTED SERVICES PROVIDED IN OUR SCHOOL SYSTEMS; ADDRESS THE DISPARITY OF EDUCATIONAL SERVICES PUBLICLY AVAILABLE NATIONWIDE; AND GATHER A COMPREHENSIVE COLLECTION OF DATA REGARDING THE GIFTED POPULATION AND THE NATIONAL PERCEPTION OF GIFTEDNESS AS A WHOLE. 201848 1225 23525 4772013 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 30 0 49 1 0 0 0 0 0 1 1 0 0 0 0 X 13 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 201800 0 7050 JAMES R DELISLE DIRECTOR 1.00 X 0 0 0 HAP DENEEN DIRECTOR 1.00 X 0 0 0 DONNA B FORD 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 KENNETH A MERCHANT DIRECTOR 1.00 X 0 0 0 CHRIS NEWMAN DIRECTOR 1.00 X 0 0 0 MEGAN PRICHARD DIRECTOR 1.00 X 0 0 0 JONATHAN SHINTAKU DIRECTOR 1.00 X 0 0 0 Z ROSE IBANEZ SECRETARY 40.00 X 80000 0 3072 281800 0 10122 1 0 1 0 0 15084 5452761 13279 5467845 TUITION AND FEES 900099 316699 316699 316699 559 559 1680 15084 8822 -7142 -7142 OTHER INCOME 900099 2770 2770 2770 5780731 316699 0 -3813 3288841 3288841 291922 245237 30000 16685 509669 400158 48802 60709 11158 8607 926 1625 60113 47797 3507 8809 5004 5004 26420 26420 177845 158013 9662 10170 31753 28581 180 2992 21388 20166 1222 49827 49795 16 16 363288 362938 185 165 36448 32384 1338 2726 49452 39794 4858 4800 12356 9943 1214 1199 EQUIPMENT LEASE/PURCHAS 38359 36218 589 1552 PROPERTY EXPENSES 30730 30031 699 BANKING AND CREDIT CARD 11806 9397 1147 1262 DUES & MEMBERSHIPS 2811 2034 185 592 2306 2079 72 155 5021496 4772013 136026 113457 285285 80156 6004232 7062745 57433 34359 74297 76220 1835861 214090 1661222 1621771 29738 29738 3617 4617 8115824 8909606 69126 65317 25658 64014 94784 129331 X 4415082 4517769 3605958 4262506 8021040 8780275 8115824 8909606 759235 0 X 0 1 X 1 0 X 5078767 4424357 2776600 4212003 5467845 21959572 5078767 4424357 2776600 4212003 5467845 21959572 18689466 3270106 524 396 569 598 559 2646 82620 59200 4646 9419 2770 158655 22120873 1315887 0.14780 0.19010 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 19.01%, SIGNIFICANTLY 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 19.01% PUBLIC-SUPPORT PERCENTAGE IS WELL ABOVE THE 10% FLOOR AND REFLECTS 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 EIGHT 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 APPRENTICESHIP 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 TWO TO 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:IEA 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 60 GIFTED STUDENTS 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 EDUCATIONALOPPORTUNITIES 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.THE INSTITUTE'S PROGRAMS ARE AVAILABLE TO ELIGIBLE CANDIDATES FROM THE GENERAL PUBLIC AND INCLUDE THE FOLLOWING: 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, SCIENCE AND HUMANITIES COURSES THAT CHALLENGE GIFTED STUDENTS BEYOND THEIR GRADE LEVEL. CAROLINE D. BRADLEY SCHOLARSHIP: THIS PROGRAM PROVIDES AN OPPORTUNITY FOR UP TO 120 GIFTED STUDENTS 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.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. YUNASA SUMMER CAMPS FOR THE GIFTED: THIS WEEK-LONG RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR APPROXIMATELY 100 GIFTED MIDDLE SCHOOL STUDENTS TO DEVELOP THE INTELLECTUAL, SOCIAL, EMOTIONAL, SPIRITUAL, AND PHYSICAL ASPECTS OF THEMSELVES IN A SAFE AND NURTURING ENVIRONMENT. GIFTED RESOURCE CENTER: THIS RESOURCE PROVIDES A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS. 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 1200000 1200000 403769 41637 362132 232092 172453 59639 1621771 SCHOLARSHIPS PAYABLE 64014 64014 X 5746521 -43032 -43032 5789553 -8822 -8822 5780731 4987286 8822 8822 4978464 43032 43032 5021496 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -43,032. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING FEES -8,822. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING FEES 8,822. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 43,032. IMPACT EVENT FUNDRAISER 16764 15084 1680 6021 2801 16764 15084 1680 6021 2801 8822 -7142 1 HIGH SCHOOL SCHOLARSHIPS 86 3245809 FINANCIAL AID 35 43032 PART I, LINE 2: TUITION PAYMENTS ARE ISSUED DIRECTLY TO THE SCHOOL THAT EACH SCHOLAR ATTENDS AND ARE BASED UPON PUBLISHED TUITION RATES FOR EACH YEAR. WHILE THE CDB SCHOLARSHIP IS MERIT-BASED, IT TARGETS THOSE EXCEPTIONALLY GIFTED YOUNG PEOPLE WHO NEED ASSISTANCE IN FINDING THE OPTIMAL HIGH SCHOOL ENVIRONMENT OR MAY EXPERIENCE OTHER CHALLENGES THAT PROHIBIT ATTENDING AN APPROPRIATE COLLEGE PREP SCHOOL. ALL APPLICANTS SUBMIT A PORTFOLIO APPLICATION WHICH IS REVIEWED BY A SELECTION COMMITTEE AND FINALISTS ARE SELECTED. EACH FINALIST WILL THEN PARTICIPATE IN A PERSONAL INTERVIEW. FINALLY, THE IEA SCHOLARSHIP TEAM SELECTS DESERVING SCHOLARS ON A NON-DISCRIMINATORY BASIS. THE APPLICANTS MUST ALSO MEET ADDITIONAL SELECTION GUIDELINES WHICH ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.EDUCATIONALADVANCEMENT.ORG. SCHOLARS MUST MEET THESE CRITERIA EACH YEAR TO QUALIFY FOR THE AWARD. X X X X 0 0 0 0 0 0 0 1 0 ELIZABETH D JONES PRESIDENT 200800 0 1000 0 0 0 6020 0 1030 0 208850 0 0 0 PART I, LINE 7 BONUS WAS PAID TO: ELIZABETH D. JONES, PRESIDENT, IN THE AMOUNT OF $1,000 FOR THE CALENDAR YEAR 2016. 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. CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS 569 S MARENGO AVENUE PASADENA CA 91101 474625250 SUPPORTING INSTITUTE FOR EDUCATIONAL ADVANCEMENT CA 501(C)(3) LINE 12A, I INSTITUTE FOR EDUCATIONAL ADVANCEMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0