Options for Youth - Burbank Inc: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Options for Youth - Burbank Inc (EIN 95-4644026)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201511329349303771
- Schema version
- 2013v4.0
- 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
- Schedule A
- Schedule D
- Schedule E
- Schedule I
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T15:00:40-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Colorado Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954644026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Options for Youth - Burbank Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOAN HALL | InCareOfNm |
| Business Name Control | OPTI | BusinessNameControlTxt |
| Phone | 6266859300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD STREET | AddressLine1 |
| Address Line2 | Suite 280 | AddressLine2 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN HALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6266859300 | PhoneNum |
| Signature | 2015-04-22 | 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 | 6266859300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOAN HALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,436,128 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OFY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ALTERNATIVE EDUCATIONAL PROGRAMS FOR STUDENTS OF THE COMMUNITY IN WHICH IT SERVES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,247,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,434,811 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,672 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,317 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,261,076 | PYTotalRevenueAmt |
| CY Total Revenue | $9,436,128 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,593 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,984,917 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,328,938 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,265,277 | PYOtherExpensesAmt |
| CY Other Expenses | $6,760,152 | CYOtherExpensesAmt |
| PY Total Expenses | $11,250,194 | PYTotalExpensesAmt |
| CY Total Expenses | $11,115,683 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,989,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,679,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,972,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,132,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $969,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,808,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,002,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,323,361 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE ALTERNATIVE EDUCATIONAL PROGRAMS FOR STUDENTS IN THE COMMUNITY IN WHICH IT SERVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,969,972 | ExpenseAmt |
| Grant | $26,593 | GrantAmt |
| Desc | THE ORGANIZATION IS A CHARTER SCHOOL OF THE BURBANK CALIFORNIA UNIFIED SCHOOL DISTRICT. THE CHARTER SCHOOL PROVIDES INDEPENDENT STUDY PROGRAMS FOR INDIVIDUALS NOT ATTENDING TRADITIONAL SCHOOL. BASED ON AVERAGE DAILY ATTENDANCE OF 1,386.23 FOR GRADES 7 THROUGH 12. | Desc |
| Total Program Service Expenses | $7,969,972 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN HALL | PersonNm |
| Phone | 6266859300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD STREET 280 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA GONDO | ||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | |||||
| MARIAN GOODSON | ||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | |||||
| JANE GOTHOLD | ||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | |||||
| JOAN HALL | ||||||||
| PRESIDENT | 3.0 | $55,002 | 7.0 | Yes (X) | $81,001 | $3,025 | ||
| JOHN HALL | ||||||||
| VICE PRESIDENT | 3.0 | $42,675 | 7.0 | Yes (X) | $90,999 | $3,025 | ||
| JAMIE HALL | ||||||||
| SECRETARY | 0.25 | $0 | 1.75 | Yes (X) | ||||
| JOHN HALL JR | ||||||||
| TREASURER | 0.25 | $0 | 1.75 | Yes (X) | ||||
| CRAIG L SMITH | ||||||||
| CFO | 3.0 | $0 | 7.0 | Yes (X) | ||||
| WILLIAM TOOMEY | ||||||||
| DEPUTY SUPERINTENDENT | 1.0 | $18,134 | 39.0 | $106,866 | $2,764 | Yes (X) | ||
| JESUS ELIR A FRANCO | ||||||||
| DIRECTOR OF INSTRUCTION | 1.0 | $15,811 | 39.0 | $97,230 | $1,695 | Yes (X) | ||
| JOCELYN FINN | ||||||||
| DIRECTOR OF SPECIAL EDUCATION | 1.0 | $10,124 | 39.0 | $101,133 | $2,941 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $477,229 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,450 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,434,811 | GovernmentGrantsAmt |
| Total Contributions | $9,434,811 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,317 | TotalRevenueColumnAmt |
| Exclusion | $1,317 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,436,128 | TotalRevenueColumnAmt |
| Exclusion | $1,317 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,593 | TotalAmt |
| Program Services | $26,593 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,835 | TotalAmt |
| Program Services | $20,959 | ProgramServicesAmt |
| Management And General | $62,876 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,467,287 | TotalAmt |
| Program Services | $3,409,187 | ProgramServicesAmt |
| Management And General | $58,100 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,303 | TotalAmt |
| Program Services | $109,884 | ProgramServicesAmt |
| Management And General | $8,419 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,437 | TotalAmt |
| Program Services | $344,777 | ProgramServicesAmt |
| Management And General | $2,660 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,076 | TotalAmt |
| Program Services | $301,856 | ProgramServicesAmt |
| Management And General | $10,220 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,221 | TotalAmt |
| Program Services | $1,061,416 | ProgramServicesAmt |
| Management And General | $353,805 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,107 | TotalAmt |
| Program Services | $28,937 | ProgramServicesAmt |
| Management And General | $1,170 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,286 | TotalAmt |
| Program Services | $11,101 | ProgramServicesAmt |
| Management And General | $20,185 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,665 | TotalAmt |
| Program Services | $360,029 | ProgramServicesAmt |
| Management And General | $3,636 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,123 | TotalAmt |
| Program Services | $5,123 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,066 | TotalAmt |
| Program Services | $160,474 | ProgramServicesAmt |
| Management And General | $592 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,312 | TotalAmt |
| Program Services | $47,270 | ProgramServicesAmt |
| Management And General | $2,042 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,805 | TotalAmt |
| Program Services | $800,805 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,666 | TotalAmt |
| Program Services | $22,430 | ProgramServicesAmt |
| Management And General | $236 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,246 | TotalAmt |
| Program Services | $20,010 | ProgramServicesAmt |
| Management And General | $11,236 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,779 | TotalAmt |
| Management And General | $1,779 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824 | TotalAmt |
| Management And General | $824 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DONATION TO AFFILIATE | $2,500,000 | $2,500,000 | |
| TEXTBOOKS | $544,686 | $155 | $544,531 |
| STUDENT PROGRAM | $376,690 | $900 | $375,790 |
| REIMB-ADMIN & BILLED SERVICES | $205,681 | $205,681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,995 | TotalAmt |
| Program Services | $113,119 | ProgramServicesAmt |
| Management And General | $106,876 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,115,683 | TotalAmt |
| Program Services | $7,969,972 | ProgramServicesAmt |
| Management And General | $3,145,711 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,769 | BOYAmt |
| EOY | $812,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,180 | BOYAmt |
| EOY | $480,107 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,051,482 | BOYAmt |
| EOY | $3,179,074 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,382 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,139 | BOYAmt |
| EOY | $532,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,526,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,457,170 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $69,765 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,300 | BOYAmt |
| EOY | $58,241 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,972,252 | BOYAmt |
| EOY | $5,132,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,717 | BOYAmt |
| EOY | $608,877 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,619 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,200,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,336 | BOYAmt |
| EOY | $1,808,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,916 | BOYAmt |
| EOY | $3,323,361 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,916 | BOYAmt |
| EOY | $3,323,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,972,252 | BOYAmt |
| EOY | $5,132,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,679,555 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $517,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $517,796 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $830,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $802,015 | DepreciationAmt |
| Book Value | $28,844 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,359 | DepreciationAmt |
| Book Value | $40,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,765 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,436,128 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $9,436,128 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,436,128 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,115,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,115,683 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $11,115,683 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X LINE 2 | FormAndLineReferenceDesc |
| Explanation | FIN 48 FOOTNOTE The Company is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Service as other than a private foundation. It is also exempt from state franchise and income taxes under Section 23701(d) of the California Revenue and Taxation Code. Accordingly, no provision for income taxes has been reflected in these financial statements. The United States Federal government and the State of California have statutes of limitations that generally range from three to four years. No open tax years are currently under examination. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | false | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I - 3A | THE STUDENTS ARE REFERRED FROM THE BURBANK UNIFIED SCHOOL DISTRICT. THE NON DISCRIMINATION POLICY IS STATED IN MATERIAL PROVIDED TO THE SCHOOL OFFICIALS. |
| SCHEDULE E, PART I - 4B | THE SCHOOL IS PUBLICLY FUNDED AND DOES NOT OFFER SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. |
| SCHEDULE E, PART I - 6A | THE SCHOOL IS PUBLICLY FUNDED BY THE STATE OF CALIFORNIA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAY IN EDUCATION INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST STE 210 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 020541020 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $26,593 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART IV | FormAndLineReferenceDesc |
| Explanation | THE CREW SCHOLARSHIP PROGRAM SPANS 15 MONTHS WHERE STUDENTS JOIN IN THE SECOND SEMESTER OF THEIR JUNIOR YEAR ALL THE WAY UNTIL THEY GRADUATE. THE BOARD GETS REGULAR UPDATES REGARDING THE PROGRAM, INCLUDING NUMBER OF SCHOLARSHIPS AWARDED AND THE PROGRESS THE SCHOLARSHIP RECIPIENTS HAVE MADE IN THE PROGRAM. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATHWAYS MGMT GROUP | PersonNm |
| Relationship With Org | 501(C)(3) AFFILIATE | RelationshipWithOrgTxt |
| Loan Purpose | EXEMPT PURPOSE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,200,000 | OriginalPrincipalAmt |
| Balance Due | $1,200,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,200,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| HAWKEYE PROPERTIES INC | |||
| 501 (C) (3) AFFILIATE | $2,500,000 | CASH | EXEMPT PURPOSE |
| PATHWAYS IN EDUCATION | |||
| 501 (C) (3) AFFILIATE | $26,593 | CASH | SCHOLARSHIP |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| EDUCATION DYNAMICS INC | |||
| SCHEDULE O | $292,416 | IT SERVICES | false |
| PATHWAYS IN EDUCATION | |||
| 501 (C) (3) AFFILIATE | $67,453 | EDUCATIONAL PROGRAM | false |
| PATHWAYS MANAGEMENT GROUP INC | |||
| 501 (C) (3) AFFILIATE | $1,955,228 | ADMINISTRATION SERVICES | false |
| EDUCATION MANAGEMENT SYSTEMS III | |||
| SCHEDULE O | $918,954 | CURRICULUM MATERIALS | false |
| ROCKY MOUNTAIN PATHWAYS | |||
| 501 (C) (3) AFFILIATE | $165,531 | EDUCATIONAL PROGRAM | false |
| PATHWAYS IN EDUCATION - MENDOCINO | |||
| 501 (C) (3) AFFILIATE | $50,982 | EDUCATIONAL PROGRAM | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | F990 PART IV LINE 32 SEE SCHEDULE L PART III | ExplanationTxt |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SEE PART III | AssetsDistriOrExpnssPaidDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | F990 PART IV LINE 32 SEE SCHEDULE L PART III | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY OR BUSINESS RELATIONSHIPS | 990 PART VI LINE 2 FAMILY RELATIONSHIPS: JOAN HALL, PRESIDENT JOHN HALL, VICE PRESIDENT JOHN HALL, JR, TREASURER JAMIE HALL, SECRETARY BUSINESS RELATIONSHIPS: JOAN HALL, PRESIDENT JOHN HALL, VICE PRESIDENT JOHN HALL, JR, TREASURER . JAMIE HALL, SECRETARY |
| FORM 990 REVIEW | 990 PART VI LINE 11 A draft of the form 990 is forwarded by the tax preparer to management. Management reviews and sends questions and comments back to the tax preparer for discussion and clarification. After any needed revisions are made, the final form 990 is distributed to the Directors. Each Director then gives written consent approving the tax return prior to filing. |
| CONFLICT OF INTEREST POLICY COMPLIANCE | 990 PART VI LINE 12C The Organization distributes a written conflict of interest policy and code of ethics that applies to all employees. Directors are prohibited from owning any interest in any entity with which the Organization engages in any business or contractual relationship of any kind, and are required to disclose any conflicts of interest to the Board. Additionally, the Organization periodically solicits bids for contracts from a pool of vendors and as a result performs due diligence as to the same vendor multiple times. This frequent contact allows for more continuous monitoring of potential conflicts. Contracts with any vendor related to a Director or officer are considered related party transactions and are reviewed by the Board with a high level of scrutiny. Conflicts are required to be disclosed to the Board prior to the discussion of the proposed contract, and the related party is prohibited from any discussion or voting in connection with the contract. The Board determines whether the contract provides the goods or services that are most needed by the Organization and whether the best price for such goods or services is being obtained in comparison with the proposed contract. If there is a question as to whether a conflict exists, the Board holds a vote to determine whether a conflict is deemed to exist, with any interested Director or officer excluded from the proceedings. |
| COMPENSATION REVIEW AND APPROVAL | 990 PART VI LINE 15 The Organization's Directors are not compensated for their service. To determine the salaries of the compensated officers, the Organization's human resources personnel gathers salary survey information for various educational organizations similar in size, budget and geographic region to the Organization. Legal counsel then evaluates the survey information to determine proposed salaries for the officers based on factors such as salary averages in the survey, relative hours worked and duties performed. The proposed salaries are then submitted to the Directors along with the supporting information for consideration, and the Directors then vote to determine the salary that will be offered to each officer. The officers are excluded from these proceedings until the salary offer is extended. To determine the salary of the Deputy Superintendent, the President, and Vice President, a Business Consultant who specializes in the education field review the compensation of comparable executives in multiple counties located in the same geographical region as the Organization. This same group reviews progress toward and achievement of academic and financial goals for the most recently completed school year, and prepares new goals for the upcoming school year. The current salary is reviewed with the compensation information gathered and the success in achieving previous goals to determine if any adjustments will be made to the annual salary. The Deputy Superintendent then meets with the group to review and sign the upcoming school year goals agreement and is given the opportunity to negotiate salary at that time. |
| PUBLIC DISCLOSURE | 990 PART VI LINE 19 The Organization's governing documents, conflict of interest policy, and recent federal income tax returns are made available for public inspection at the Organization's principal office during normal business hours. |
| INTERESTED PERSON RELATIONSHIP | SCH L PART IV COLUMN (B) Education Dynamics, Inc. is an entity more than 35% owned by Joan Hall, President and John Hall, Vice President. Education Management Systems III is an entity more than 35% owned by (1) Joan Hall, President, (2) John Hall, Vice President, (3) John Hall, Jr., Treasurer and (4) Jamie Hall, Secretary. |
| 990 PART IV LINE 3 - Management Company | The company receives management and administrative services from Pathways Management Group, Inc. (PMG), a California Nonprofit Public Benefit Corporation founded by the Company's founders, for the purpose of streamlining services required by multiple charters. These services include assistance with school administration, facilities, accounting services, human resources, recruiting, training and curriculum acquisition and development. Compensation paid by the management company to the filing organization's current or former officers, directors, trustees, key employees, and highest compensated employees for services provided to the filing organization and related organizations during the year: $11,538 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OPTIONS FOR YOUTH - SAN GABRIEL INC | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 954602181 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| OPTIONS FOR YOUTH - VICTOR VALLEY INC | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 954204496 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| OPTIONS FOR YOUTH - SAN JUAN INC | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 260564837 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| PREP FOR SUCCESS INC | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 954803963 | EDUCATION | CA | 501 (C) (3) | 7 | OFY-CA INC | false |
| OPTIONS FOR YOUTH - CALIFORNIA | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 954768679 | EDUCATION | CA | 501 (C) (3) | 7 | NA | false |
| OPTIONS FOR YOUTH - HERMOSA BEACH | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 271001321 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| OPTIONS FOR YOUTH - SAN BERNARDINO | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 271001410 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| OPTIONS FOR YOUTH - UPLAND INC | ||||||||||
| 320 N HALSTEAD STREET 280 | PASADENA | CA | 91107 | 954527949 | EDUCATION | CA | 501 (C) (3) | 2 | OFY-CA INC | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments