2015-05-14T11:11:43-05:00 2014-06-30 330941617 HALL & COMPANY CPAS INC 111 PACIFICA SUITE 320 IRVINE CA 92618 990 2013-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 1 POST NO 250 IRVINE CA 92618 NEDA EATON PRESIDENT & CEO 9492638340 2015-05-13 1 ANN MARIE BRODERICK P00185951 9499104255 2013 2016-02-25 16:41:14Z NEDA EATON 1 POST NO 250 IRVINE CA 92618 5166184 0 X WWW.IPSF.NET X 1996 CA SEE STATEMENT O. 20 20 238 150 0 0 1962904 2341258 1921309 2231674 117233 297790 76357 96725 4077803 4967447 1395502 1271733 0 0 1475974 1623300 0 0 613607 1082601 1734214 3954077 4629247 123726 338200 6322379 6091586 2401415 1761078 3920964 4330508 X IRVINE PUBLIC SCHOOLS FOUNDATION'S MISSION IS TO ENRICH THE EDUCATIONAL EXPERIENCE OF EACH CHILD IN EVERY SCHOOL. WE ACHIEVE THIS BY PROVIDING PROGRAMS, RAISING FUNDS, AND UNITING THE COMMUNITY IN SUPPORT OF EDUCATIONAL EXCELLENCE. 0 0 1139772 1139772 CLASSROOM AND HEALTH SUPPORT FOR THE IRVINE UNIFIED SCHOOL DISTRICT. FUNDS WERE GRANTED TO IUSD TO SUPPORT EXTRA TEACHERS AND INSTRUCTIONAL ASSISTANTS TO MITIGATE THE EFFECTS OF LARGER CLASS SIZES, TO PROVIDE AND SUPPORT MUSIC AND SCIENCE INSTRUCTION, AND TO PROVIDE NURSES AFFECTING ALL 30,000 STUDENTS IN THE DISTRICT. 874416 24705 1032824 SUMMER ENRICHMENT PROGRAM (SEA)ENRICHMENT CLASSES OFFERED TO K-12 STUDENTS DURING SIX WEEKS OF THE SUMMER, SERVING OVER 4,000 STUDENTS. 763896 18967 696858 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND TUTORIAL CLASSES OFFERED BEFORE AND AFTER SCHOOL AT 24 SCHOOLS IN THE DISTRICT SERVING 5,968 STUDENTS. 811037 88289 501992 IPSF PROVIDES A VARIETY OF ADDITIONAL ENRICHMENT AND SUPPORT PROGRAMS TO THE STUDENTS AND TEACHERS OF IRVINE UNIFIED SCHOOL DISTRICT INCLUDING SCIENCE LITTLE LEAGUE, THE HONORS CONCERT (SHOWCASING BOTH ORCHESTRAL AND VOCAL STUDENT PERFORMANCES), THE INNOVATIVE TEACHING AWARDS PROGRAM AND THE INNOVATIVE COUNSELING AWARDS PROGRAM (PROVIDING GRANTS TO TEACHERS AND COUNSELORS), THE INSTRUMENT RENTAL PROGRAM, SPIRIT OF COMMUNITY, THE SCIENCE AND MATH INITIATIVE, THE PROGRAM FOR ADVANCEMENT OF CULTURAL EDUCATION (PROVIDING INFORMATION AND RESOURCES FOR TEACHERS), IPSF DAY AT UCI (FOR PARENTS AND STUDENTS), AND MIDDLE SCHOOL AND HIGH SCHOOL COUNSELING SUPPORT. 811037 88289 501992 3589121 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 238 0 0 0 0 0 0 1 1 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X IRVINE PUBLIC SCHOOLS FOUNDATION 9492638340 1 POST STE 250 IRVINE CA 92618 SHARON SALINGER CHAIR 5.00 X X 0 0 0 THAD MARTIN VICE CHAIR 4.00 X X 0 0 0 JASON LEE TREASURER/FIN COMM CHAIR 4.00 X X 0 0 0 DAVID SANFORD SECRETARY 4.00 X X 0 0 0 SHAREEN YOUNG DEVELOPMENT COMM CHAIR 2.00 X 0 0 0 BEATRICE TSENG-CHEN COMMUNITY RELATIONS 2.00 X 0 0 0 SHIREEN ROGERS PROGRAM ASSESSMENT 2.00 X 0 0 0 BETTY CARROLL ENDOWMENT COMM CHAIR 2.00 X 0 0 0 ROBERT BRAITHWAITE FIRST PAST CHAIR 2.00 X 0 0 0 FARHAN AZIZ MEMBER 2.00 X 0 0 0 DR RICHARD BAICK MEMBER 2.00 X 0 0 0 DANNY CHANG MEMBER 2.00 X 0 0 0 KRISTIN CRELLIN MEMBER 2.00 X 0 0 0 KATHLEEN HALLAL MEMBER 2.00 X 0 0 0 JOSEPH S LEWIS MEMBER 2.00 X 0 0 0 KATIE NOONE MEMBER 2.00 X 0 0 0 LUKE SCHELL MEMBER 2.00 X 0 0 0 KARL TOKITA MEMBER 2.00 X 0 0 0 JULIE WEIS WALKER MEMBER 2.00 X 0 0 0 JASON WEINTRAUB MEMBER 2.00 X 0 0 0 NEDA EATON PRESIDENT AND CEO 40.00 X 174500 0 0 SHERRY SLUNKA CHIEF FINANCIAL OFFICER 40.00 X 112519 0 0 287019 0 0 2 0 1 0 0 442490 879500 1019268 341024 2341258 EDUCATION PROGRAMS 611710 1765862 1765862 EDUCATION SUPPORT PROG 611710 465812 465812 2231674 121886 121886 216918 41014 175904 175904 175904 195885 442490 140808 55077 55077 58563 16915 41648 41648 4967447 2231674 0 394515 1271733 1271733 366768 90062 147271 129435 1019160 827984 30777 160399 92193 32731 9804 49658 145179 107448 15425 22306 33000 14400 15600 3000 292573 226699 40415 25459 68192 44458 20231 3503 128782 77268 51514 56739 49111 6262 1366 47994 27443 18433 2118 PROGRAM EXPENSES 455574 280160 24724 150690 TEACHERS, NON-SALARIED 352254 352254 IN KIND CONTRIBUTIONS 168723 144660 24063 FUND RAISING EXPENSES 62673 62673 67710 42710 22000 3000 4629247 3589121 426519 613607 2291734 2354712 873691 12931 144 45 30843 31172 735871 550943 128995 184928 2996972 3498313 0 9485 6322379 6091586 367483 433839 1116601 1277538 917331 49701 2401415 1761078 X 3580426 4007558 319250 297733 21288 25217 3920964 4330508 6322379 6091586 338200 71344 0 X X 0 1 X 1 0 X 963036 1766006 1394719 1697466 1688872 7510099 963036 1766006 1394719 1697466 1688872 7510099 477191 7032908 52582 65941 59208 117237 121886 416854 7926953 14496921 0.88720 0.89750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21288 1250 2917 239 25216 18426 1150 1923 211 21288 16050 2650 -101 173 18426 4997 10000 1183 130 16050 5000 -3 4997 1 0 735871 550943 184928 184928 IEEF PAYABLE 49701 49701 5038791 71344 71344 4967447 0 4967447 4629247 0 4629247 0 4629247 PART V, LINE 4: THE IPSF ENDOWMENT FUNDS WILL BE USED TO ENSURE FINANCIAL SECURITY FOR THE ORGANIZATION AND ENABLE ONGOING FUNDING FOR IPSF PROGRAMS. NO FUNDS HAVE BEEN TAKEN FROM THE ENDOWMENT SINCE ITS ESTABLISHMENT. GOLF TOURNAMENT 98994 62753 36241 28022 GALA 539381 379737 159644 112786 1 638375 442490 195885 140808 140808 55077 58563 16915 1 0.90000 58563 16915 16915 41648 CA 1 0 1 0 1.00000 SHERRY SLUNKA 1 POST STE 250 IRVINE CA 92618 0 MICHELLE LEVASSEUR 0 TRACKS REGISTRATIONS X 1 52708 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1257016 EXTRA TEACHERS, INSTRUCTIONAL ASSISTANTS, NURSES, HEALTH CLERKS, SUPPORT OF ART, MATH, MUSIC, SCIENCE, AND GRANTS TO TEACHERS AND SCHOOLS. IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 14717 FAIR MARKET VALUE SCHOOL SUPPLIES CURRICULUM AND CLASSROOM SUPPORT PART I, LINE 2: IPSF REGULARLY REQUESTS INFORMATION FROM IUSD DOCUMENTING THE ACTUAL USE AND EXPENDITURE OF FUNDS GRANTED FOR SPECIFIC PURPOSES. X X X X X X 0 0 0 0 0 0 0 0 0 NEDA EATON PRESIDENT AND CEO 150000 0 10000 0 14500 0 0 0 0 0 174500 0 0 0 X FUND RAISING- 107 120357 COMPARABLE SALES X EDUC SUPPORT- 23 74447 COMPARABLE SALES X EDUC SUPPORT- 5 45806 COMPARABLE SALES X FUND RAISING- 28 33273 COMPARABLE SALES X EDUCATIONAL-F 1 20150 COMPARABLE SALES X ADMIN-RENT 1 14706 COMPARABLE SALES X FUND RAISING- 14 14394 COMPARABLE SALES X ADMIN-LEGAL 1 7653 COMPARABLE SALES X FUND RAISING- 2 4277 COMPARABLE SALES X EDUC SUPPORT- 1 2000 COMPARABLE SALES X EDUC SUPPORT- 2 1732 COMPARABLE SALES X ADMIN-SOFTWAR 1 1704 COMPARABLE SALES X EDUC SUPPORT- 1 525 COMPARABLE SALES 0 0 0 FORM 990 PART 1 SUMMARY. LINE 1. ORGANIZATION'S MISSION: IRVINE PUBLIC SCHOOLS FOUNDATION'S MISSION IS TO ENRICH THE EDUCATIONAL EXPERIENCE OF EACH CHILD IN EVERY SCHOOL. WE ACHIEVE THIS BY PROVIDING PROGRAMS, RAISING FUNDS, AND UNITING THE COMMUNITY IN SUPPORT OF EDUCATIONAL EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL BOARD OF TRUSTEE MEMBERS BEFORE FILING. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, INCLUDING THE BOARD TREASURER, REVIEWED ALL SECTIONS, AS DID THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST STATEMENT FROM ALL BOARD OF TRUSTEES AND STAFF. STAFF DISCLOSE POTENTIAL CONFLICTS TO THE CHIEF EXECUTIVE OFFICER, WITH THE EXCEPTION OF THE CHIEF EXECUTIVE OFFICER WHO DISCLOSES ANY POTENTIAL CONFLICTS TO THE BOARD OF TRUSTEES CHAIR. BOARD OF TRUSTEE MEMBERS DISCLOSE ANY POTENTIAL CONFLICTS TO THE SECRETARY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND DEALING WITH ANY INFORMATION PERTINENT TO THIS ISSUE AND TAKING APPROPRIATE ACTION, IF REQUIRED, INCLUDING TAKING THE ISSUE TO THE FULL BOARD OF TRUSTEES IF DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES RESEARCHED THREE REPUTABLE SALARY SURVEYS, REVIEWED COMPARABLE ORGANIZATIONS FROM THE SAME GEOGRAPHIC AREA, AND CONSULTED AN INDEPENDENT ADVISOR BEFORE DETERMINING THE CHIEF EXECUTIVE OFFICER SALARY, SALARY SURVEYS AND COMPARABLES ARE ALSO USED BY THE BOARD OF TRUSTEES FOR OTHER KEY EMPLOYEE SALARIES, AND ALL RANGES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AND A BOARD APPOINTED COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE ONLINE AND BY REQUEST. ADDITIONAL GOVERNING DOCUMENTS, INCLUDING THE ORGANIZATIONS ANNUAL AUDIT, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE ON REQUEST. FORM 990, PART XII, LINE 2C REVIEW OF AUDITED FINANCIAL STATMENTS THERE HAS BEEN NO CHANGE TO THE REVIEW PROCESS OF THE AUDITED FINANCIAL STATEMENTS. THE AUDIT COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND PRESENTS THEM TO THE BOARD OF TRUSTEES FOR APPROVAL. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR.