PATHWAYS IN EDUCATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PATHWAYS IN EDUCATION (EIN 02-0541020)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201541349349103124
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T17:14:46-05:00 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020541020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAYS IN EDUCATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMIE HALL | InCareOfNm |
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 6266833500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NORTH HALSTEAD ST STE 210 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE HALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6266833500 | PhoneNum |
| Signature | 2015-05-10 | 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 | 6266833500 | PhoneNum |
| Preparation | 2015-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,884,888 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $197,112 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $702,085 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $902,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,601 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,601 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $147,895 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $147,895 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,754 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $270 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,611 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,611 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,474 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,024 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $36,024 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33,096 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,925 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,925 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $264,084 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $264,084 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $126,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $126,486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $727,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $692,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,653,914 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,653,914 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,381,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,346,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,479,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,789,806 | CashBOYAmt |
| Cash EOY | $715,727 | CashEOYAmt |
| Cash EOYFMV | $715,727 | CashEOYFMVAmt |
| Acct Rcvbl | $63,076 | AcctRcvblAmt |
| Acct Rcvbl BOY | $201,635 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $63,076 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $63,076 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $635,749 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,485,994 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $635,749 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $635,749 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $25,366 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $120,653 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $120,653 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $542,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,276 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $125,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,121 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $730,716 | LandBOYAmt |
| Land EOY | $9,407 | LandEOYAmt |
| Land EOYFMV | $9,407 | LandEOYFMVAmt |
| Total Assets BOY | $5,775,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,884,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,884,888 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $153,738 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,093 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,600,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $330,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,753,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $374,093 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,713,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,182,182 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $308,777 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $328,613 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,021,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,510,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,775,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,884,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,021,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,479,462 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,542,330 | SubtotalAmt |
| Other Decreases | $31,535 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,510,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $109,939 | GrossSalesPriceAmt |
| Cost Or Other Basis | $151,752 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,495,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,194,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.502327 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,347,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,229,922 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.376848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,359,162 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,050,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.38993 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,298,545 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,598,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.170906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $825,223 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,958,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082866 | DistributionYr5Rt |
| Total Distribution | 3.522877 | TotalDistributionRt |
| Average Distribution | 0.704575 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $409,183 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $288,300 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $288,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,981,787 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $423 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $423 | SubtotalAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,077 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,077 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,654 | OverpaymentAmt |
| Applied To ES Tax | $4,654 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PATHWAYSEDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE HALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6266833500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 N HALSTEAD ST 210 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BOBBI NEWMAN | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 |
| PETE LAKEY | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 |
| PHIL JORDAN | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | DIRECTOR | 1.0 | $0 |
| JAMIE HALL | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | PRESIDENT, EXEC DIRECTOR | 20.0 | $72,601 |
| JOHN HALL | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | VICE PRESIDENT | 1.0 | $0 |
| JOAN HALL | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | VICE PRESIDENT | 1.0 | $0 |
| JOHN HALL JR | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | TREASURER | 1.0 | $0 |
| JODI HALL | ||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | SECRETARY | 1.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION SOLUTIONS FOR DISENFRANCHISED AND UNDER-SERVED AT-RISK YOUTH. | Description1Txt |
| Expenses1 | $2,346,038 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOANS RECEIVABLE FROM AFFILIATES | Description1Txt |
| Expenses1 | $635,749 | Expenses1Amt |
| Total | $635,749 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $415,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $415,414 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $415,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $409,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $423 | TotalTaxAmt |
| Distributable Before Adj | $20,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,346,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $635,749 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,981,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $423 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,981,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $332,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $924,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,061,195 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,193,937 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,242,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,755,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,981,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $20,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,961,751 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,717,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $332,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,384,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $924,955 | ExcessFromYear4Amt |
| Excess From Year3 | $2,061,195 | ExcessFromYear3Amt |
| Excess From Year2 | $2,193,937 | ExcessFromYear2Amt |
| Excess From Year1 | $10,242,589 | ExcessFromYear1Amt |
| Excess From Current Year | $2,961,751 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SCHOLARSHIPS | ||||||||
| CALIFORNIA STATE UNIVERSITY - SAN M | 333 STWIN OAKS VALLEY RD | SAN MARCOS | CA | 92078 | NONE | PC | FINANCIAL ASSISTANCE FOR UNIVERSITY LEVEL COURSES | $96,451 |
| HAWKEYE PROPERTIES INC | ||||||||
| 320 North Halstead Street Suite 21 | Pasadena | CA | 91107 | 501(C)(3) AFFILIATE | PC | EXEMPT PURPOSE | $688,463 | |
| ROCKY MOUNTAIN PATHWAYS INC | ||||||||
| 320 NORTH HALSTEAD ST STE 210 | PASADENA | CA | 91107 | 501(C)(3) AFFILIATE | PC | FORGIVENESS OF LOAN RECEIVABLE RELATED TO START UP AND OPERATIONS | $869,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,653,914 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $702,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $702,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $705,107 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A-C | LineNumberTxt |
| Relationship Statement | PUBLIC BENEFIT SERVICES TO UNDER-SERVED OR AT-RISK YOUTH INCLUDING WORKSHOPS, WEEKEND RETREATS, AND CLASSES ON TOPICS SUCH AS LIFE SKILLS, COLLEGE APPLICATION AND READINESS, LEADERSHIP, AND TEAMBUILDING. SERVICES ALSO INCLUDE A SCHOLARSHIP PROGRAM THAT PROVIDES HIGH SCHOOL SENIORS WITH FINANCIAL ASSISTANCE FOR ATTENDING FOUR-YEAR UNIVERSITIES AND PROVIDES SUPPORT IN APPLYING TO COLLEGES AND REQUESTING ADDITIONAL SCHOLARSHIPS AND FINANCIAL AID. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OPTIONS FOR YOUTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $197,112 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,611 | Amt |
| Disbursements Charitable Prps | $22,611 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $31,535 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $3,228 | $3,228 |
| BANK SERVICE CHARGES | $474 | $474 |
| OFFICE EXPENSES | $3,139 | $3,139 |
| OUTSIDE SERVICES | $3,469 | $3,469 |
| VEHICLE EXPENSES | $9,037 | $9,037 |
| MEALS AND ENTERTAINMENT | $50,087 | $50,087 |
| TELEPHONE AND INTERNET | $3,168 | $3,168 |
| POSTAGE AND SHIPPING | $1,887 | $1,887 |
| RECRUITMENT FEES | $2,415 | $2,415 |
| PROGRAM EXPENSES OTHER | $7,664 | $7,664 |
| REPAIRS AND MAINTENANCE | $18,907 | $18,907 |
| LICENSES AND FEES | $1,020 | $1,020 |
| MISCELLANEOUS | $22,939 | $22,939 |
| PARKING | $541 | $541 |
| COMPUTER EQUIPMENT | -$1,489 | -$1,489 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Revenue And Expenses Per Books | $702,085 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt | Security Provided BorrowerSecurityProvidedBorrowerTxt |
|---|---|---|---|---|---|---|---|
| ROCKY MOUNTAIN PATHWAYS | |||||||
| $1,330,197 | $12,864 | 2012-01 | 2040-08 | LINE OF CREDIT | 3.0 | 501(C)(3) AFFILIATE START UP AND OPERATIONS | |
| PATHWAYS IN EDUCATION - ILLINOIS | |||||||
| $616,650 | $622,885 | 2012-01 | CALLABLE ON DEMAND | 0.0 | 501(C)(3) AFFILIATE OPERATIONAL EXPENSES | NONE | |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| ROCKY MOUNTAIN PATHWAYS |
| $12,864 |
| PATHWAYS IN EDUCATION - ILLINOIS |
| $622,885 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $4,021 | $2,547 | $1,474 |
| INVESTMENT MANAGEMENT FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROPERTY TAXES | $15,895 | $15,895 |
| PAYROLL TAXES | $20,129 | $20,129 |