THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (EIN 95-4695698)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-24
IRS object ID
201612379349300116
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-24T12:26:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 N LAKE AVE SUITE 900AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954695698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR EDUCATIONAL ADVANCEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone6264038900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 SOUTH MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH D JONESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6264038900PhoneNum
Signature2016-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN HARRISONPreparerPersonNm
PTINP00157337PTIN
Phone6267933600PhoneNum
Preparation2016-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH D JONESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 SOUTH MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,522,643GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EDUCATIONALADVANCEMENT.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionDEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee48TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,776,600PYContributionsGrantsAmt
CY Contributions Grants$4,212,003CYContributionsGrantsAmt
PY Program Service Revenue$436,464PYProgramServiceRevenueAmt
CY Program Service Revenue$285,831CYProgramServiceRevenueAmt
PY Investment Income$620PYInvestmentIncomeAmt
CY Investment Income$598CYInvestmentIncomeAmt
PY Other Revenue$4,646PYOtherRevenueAmt
CY Other Revenue$9,419CYOtherRevenueAmt
PY Total Revenue$3,218,330PYTotalRevenueAmt
CY Total Revenue$4,507,851CYTotalRevenueAmt
PY Grants And Similar Paid$1,964,280PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,518,427CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$776,480PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$856,646CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$146,462CYTotalFundraisingExpenseAmt
PY Other Expenses$749,927PYOtherExpensesAmt
CY Other Expenses$747,760CYOtherExpensesAmt
PY Total Expenses$3,490,687PYTotalExpensesAmt
CY Total Expenses$4,122,833CYTotalExpensesAmt
PY Revenues Less Expenses-$272,357PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$385,018CYRevenuesLessExpensesAmt
Total Assets BOY$7,763,438TotalAssetsBOYAmt
Total Assets EOY$8,115,824TotalAssetsEOYAmt
Total Liabilities BOY$127,416TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,784TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,636,022NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,021,040NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 DIVERSE COMMUNITY THAT CREATES A SENSE OF BELONGING AND INFORMATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,908,638ExpenseAmt
Grant$2,479,524GrantAmt
DescTHE CAROLINE D. BRADLEY (CDB) SCHOLARSHIP IS A HIGHLY SELECTIVE SCHOLARSHIP OPPORTUNITY THAT IDENTIFIES EXCEPTIONALLY GIFTED MIDDLE SCHOOL STUDENTS AND REWARDS THEM WITH A FOUR-YEAR SCHOLARSHIP TO A HIGH SCHOOL THAT BEST FITS THEIR INTELLECTUAL AND PERSONAL NEEDS. 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 2015, THERE WAS A TOTAL OF 88 SCHOLARSHIPS AWARDED TO STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$19,358ExpenseAmt
DescIEA 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 9 APPRENTICES IN LOS ANGELES IN 2015.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$234,555ExpenseAmt
Grant$12,075GrantAmt
Revenue$147,019RevenueAmt
DescYUNASA 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 32 GIFTED YOUTH AGES 10-17 AT YUNASA WEST IN COLORADO.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$587,530ExpenseAmt
Grant$26,828GrantAmt
Revenue$138,812RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$587,530TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$26,828TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$138,812TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,750,081TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee48EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH JONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264038900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1569 SOUTH MARENGO AVENUEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELIZABETH D JONES
PRESIDENT40.00Yes (X)Yes (X)$196,910$0$13,918
JAMES R DELISLE
DIRECTOR1.00Yes (X)$0$0$0
DONNA FORD
DIRECTOR1.00Yes (X)$0$0$0
SETH FREEMAN
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY HUDSON
DIRECTOR1.00Yes (X)$0$0$0
KENNETH A MERCHANT
DIRECTOR1.00Yes (X)$0$0$0
CHRIS NEWMAN
DIRECTOR1.00Yes (X)$0$0$0
JONATHAN SHINTAKU
DIRECTOR1.00Yes (X)$0$0$0
HAP DENEEN
DIRECTOR1.00Yes (X)$0$0$0
DAN GOGGINS
DIRECTOR1.00Yes (X)$0$0$0
CAROLYN HAMPTON
DIRECTOR1.00Yes (X)$0$0$0
MEGAN PRICHARD
DIRECTOR1.00Yes (X)$0$0$0
Z ROSE IBANEZ
SECRETARY40.00Yes (X)$75,144$0$10,024
FieldValueIRS element (for citing)
Total Reportable Comp From Org$272,054TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$23,942TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,212,003AllOtherContributionsAmt
Noncash Contributions$34,435NoncashContributionsAmt
Total Contributions$4,212,003TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTUITION AND FEESDesc
Business900099BusinessCd
Total Revenue Column$285,831TotalRevenueColumnAmt
Related Or Exempt Func Income$285,831RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$285,831TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$598TotalRevenueColumnAmt
Exclusion$598ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,792SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,792SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$9,419TotalRevenueColumnAmt
Exclusion$9,419ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,419OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,507,851TotalRevenueColumnAmt
Related Or Exempt Func Income$285,831RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,017ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,518,427TotalAmt
Program Services$2,518,427ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$295,996TotalAmt
Program Services$170,227ProgramServicesAmt
Management And General$99,026ManagementAndGeneralAmt
Fundraising$26,743FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$459,795TotalAmt
Program Services$352,171ProgramServicesAmt
Management And General$55,435ManagementAndGeneralAmt
Fundraising$52,189FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,630TotalAmt
Program Services$5,298ProgramServicesAmt
Management And General$1,069ManagementAndGeneralAmt
Fundraising$1,263FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,238TotalAmt
Program Services$26,360ProgramServicesAmt
Management And General$8,018ManagementAndGeneralAmt
Fundraising$2,860FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$55,987TotalAmt
Program Services$39,672ProgramServicesAmt
Management And General$10,910ManagementAndGeneralAmt
Fundraising$5,405FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,420TotalAmt
Program Services$19,420ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,262TotalAmt
Program Services$8,500ProgramServicesAmt
Management And General$16,762ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$63,690TotalAmt
Program Services$45,235ProgramServicesAmt
Fundraising$18,455FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$35,084TotalAmt
Program Services$24,053ProgramServicesAmt
Fundraising$11,031FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$118,633TotalAmt
Program Services$88,918ProgramServicesAmt
Management And General$18,406ManagementAndGeneralAmt
Fundraising$11,309FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,207TotalAmt
Program Services$36,183ProgramServicesAmt
Management And General$4ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,233TotalAmt
Program Services$30,233ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$305,554TotalAmt
Program Services$304,631ProgramServicesAmt
Management And General$442ManagementAndGeneralAmt
Fundraising$481FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,959TotalAmt
Program Services$16,634ProgramServicesAmt
Management And General$332ManagementAndGeneralAmt
Fundraising$6,993FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,860TotalAmt
Program Services$31,033ProgramServicesAmt
Management And General$8,920ManagementAndGeneralAmt
Fundraising$4,907FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,949TotalAmt
Program Services$11,681ProgramServicesAmt
Management And General$3,379ManagementAndGeneralAmt
Fundraising$1,889FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROPERTY EXPENSES$23,972$18,896$2,338$2,738
LICENSE AND FEES$1,230$603$469$158
FINGERPRINTING$972$856$95$21
MOVING$800$800

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$935TotalAmt
Program Services$250ProgramServicesAmt
Management And General$685ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,122,833TotalAmt
Program Services$3,750,081ProgramServicesAmt
Management And General$226,290ManagementAndGeneralAmt
Fundraising$146,462FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$115,455BOYAmt
EOY$285,285EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,963,046BOYAmt
EOY$6,004,232EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,074BOYAmt
EOY$57,433EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$57BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,924BOYAmt
EOY$74,297EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,825,860LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$164,638LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,607,097BOYAmt
EOY$1,661,222EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,095BOYAmt
EOY$29,738EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,690BOYAmt
EOY$3,617EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,763,438BOYAmt
EOY$8,115,824EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,665BOYAmt
EOY$69,126EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,751BOYAmt
EOY$25,658EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,416BOYAmt
EOY$94,784EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,335,154BOYAmt
EOY$4,415,082EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,300,868BOYAmt
EOY$3,605,958EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,636,022BOYAmt
EOY$8,021,040EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,763,438BOYAmt
EOY$8,115,824EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$385,018ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,937,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,078,767CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,424,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,776,600CurrentTaxYearMinus1YearAmt
Current Tax Year$4,212,003CurrentTaxYearAmt
Total$20,429,262TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,937,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,078,767CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,424,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,776,600CurrentTaxYearMinus1YearAmt
Current Tax Year$4,212,003CurrentTaxYearAmt
Total$20,429,262TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,512,874SubstantialContributorsTotAmt
Public Support Total170$3,916,388PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$396CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$569CurrentTaxYearMinus1YearAmt
Current Tax Year$598CurrentTaxYearAmt
Total$4,123TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,884CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,646CurrentTaxYearMinus1YearAmt
Current Tax Year$9,419CurrentTaxYearAmt
Total$169,769TotalAmt
FieldValueIRS element (for citing)
Total Support$20,603,154TotalSupportAmt
Gross Receipts Rltd Activities$1,152,081GrossReceiptsRltdActivitiesAmt
Public Support CY1700.19010PublicSupportCY170Pct
Public Support PY1700.20580PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE 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.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - CONSULTING FEES AND MISC INCOME - 2011 AMOUNT: $ 13,884. 2012 AMOUNT: $ 82,620. 2013 AMOUNT: $ 59,200. 2014 AMOUNT: $ 4,646. 2015 AMOUNT: $ 9,419.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,200,000OtherCostOrOtherBasisAmt
Book Value$1,200,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$399,289OtherCostOrOtherBasisAmt
Depreciation$31,159DepreciationAmt
Book Value$368,130BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$226,571OtherCostOrOtherBasisAmt
Depreciation$133,479DepreciationAmt
Book Value$93,092BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,661,222TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIPS PAYABLEDesc
Amt$25,658Amt
FieldValueIRS element (for citing)
Total Liability$25,658TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,468,948TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$38,903OtherRevenueAmt
Revenue Not Reported-$38,903RevenueNotReportedAmt
Revenue Subtotal$4,507,851RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,507,851TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,083,930TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,083,930ExpensesSubtotalAmt
Other Expenses Not Included$38,903OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$38,903ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,122,833TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE INSTITUTE 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. THE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SCHOLARSHIPS -38,903.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 38,903.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
HIGH SCHOOL SCHOLARSHIPS88$2,479,524
FINANCIAL AID36$33,245

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTUITION 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH D JONESPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$196,910BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,934DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$7,984NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$210,828TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$14,792NoncashContributionsRptF990Amt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$19,643NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 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 12CTHE 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 15THE 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 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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