2014-05-13T16:44:23-05:00 2013-06-30 ANN MARIE BRODERICK CPA APC 1600 DOVE ST SUITE 430 NEWPORT BEACH CA 926601435 990 2012-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 1 POST NO 250 IRVINE CA 92618 NEDA EATON 9492638340 2014-05-13 1 ANN MARIE BRODERICK P00185951 9496608901 2014-05-13 X 2012 2015-11-30 17:44:51Z X NEDA EATON 1 POST NO 250 IRVINE CA 92618 4331974 0 X WWW.IPSF.NET X 1996 CA SEE STATEMENT O. 20 20 255 150 0 0 1652825 1962904 1609648 1921309 124613 117233 92819 76357 3479905 4077803 1511107 1395502 0 0 1314542 1475974 0 0 382930 1032484 1082601 3858133 3954077 -378228 123726 5272016 6322379 1600454 2401415 3671562 3920964 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 1252903 1252903 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 AND HEALTH CLERKS, AFFECTING ALL 30,000 STUDENTS IN THE DISTRICT. 805738 43905 998090 SUMMER ENRICHMENT PROGRAM (SEA)ENRICHMENT CLASSES OFFERED TO K-12 STUDENTS DURING SIX WEEKS OF THE SUMMER, SERVING 4,040 STUDENTS. 605336 46920 530540 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND TUTORIAL CLASSES OFFERED BEFORE AND AFTER SCHOOL AT 25 SCHOOLS IN THE DISTRICT SERVING 4,986 STUDENTS. 507843 51774 392679 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. 507843 51774 392679 3171820 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 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 255 1 0 0 0 0 0 1 1 0 0 X 20 20 0 0 1 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 5.00 X X 0 0 0 THAD MARTIN 4.00 X X 0 0 0 JASON LEE 4.00 X X 0 0 0 DAVID SANFORD 4.00 X X 0 0 0 SHAREEN YOUNG 2.00 X 0 0 0 BEATRICE TSENG-CHEN 2.00 X 0 0 0 SHIREEN ROGERS 2.00 X 0 0 0 ROBERT BRAITHWAITE 2.00 X 0 0 0 ANILA ALI 2.00 X 0 0 0 DR RICHARD BAICK 2.00 X 0 0 0 ROB BRINKMAN 2.00 X 0 0 0 BETY CARROLL 2.00 X 0 0 0 KRISTIN CRELLIN 2.00 X 0 0 0 KATHLEEN HALLAL 2.00 X 0 0 0 ROBIN LUBITZ 2.00 X 0 0 0 KATIE NOONE 2.00 X 0 0 0 KIMBERLY SANDERS 2.00 X 0 0 0 KARL TOKITA 2.00 X 0 0 0 JULIE WEIS WALKER 2.00 X 0 0 0 JASON WEINTRAUB 2.00 X 0 0 0 NEDA EATON 40.00 X 153778 0 0 SHERRY SLUNKA 40.00 X 90404 0 0 244182 0 0 1 0 1 0 0 243273 1015620 704011 131644 1962904 EDUCATION PROGRAMS 611710 1572595 1572595 EDUCATION SUPPORT PROG 611710 348714 348714 1921309 117237 117237 42 46 -4 -4 -4 330482 243273 254125 76357 76357 4077803 1921309 0 193590 1395502 1395502 261941 45475 114416 102050 1026285 804828 77537 143920 52213 11944 12571 27698 135535 102197 15054 18284 33892 14400 19492 113173 94447 18437 289 40966 30170 8508 2288 53037 46315 4319 2403 50362 36134 6852 7376 EDUCATIONAL PROGRAM EXP 322280 260491 61789 TEACHERS, NON-SALARIED 249511 249511 FUND RAISING EXPENSES 162259 57562 38375 66322 CONSULTANTS 26576 8751 5525 12300 30545 14093 16452 3954077 3171820 399327 382930 2136706 2291734 873691 1100 144 9579 30843 816516 687521 128367 128995 2996264 2996972 5272016 6322379 527857 367483 1028024 1116601 44573 917331 1600454 2401415 X 1301212 3580426 2351924 319250 18426 21288 3671562 3920964 5272016 6322379 123726 125676 0 X X 0 1 X 1 0 X 1652047 963036 1766006 1394719 1697466 7473274 1652047 963036 1766006 1394719 1697466 7473274 345484 7127790 173591 52582 65941 59208 117237 468559 7941833 15385029 0.89750 0.63540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18426 1150 1923 211 21288 16050 2650 -101 173 18426 4997 10000 1183 130 16050 5000 -3 4997 1 0 816516 687521 128995 128995 IEEF PAYABLE 47331 ACCRUED PAYABLE TO IUSD 870000 917331 4203479 125676 125676 4077803 0 4077803 3954077 0 3954077 0 3954077 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 111616 69266 42350 30660 GALA 462139 174007 288132 114197 573755 243273 330482 144857 144857 185625 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1382002 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 13500 FAIR MARKET VALUE SCHOOL SUPPLIES CURRICULUM AND CLASSROOM SUPPORT 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 137851 0 5000 0 10927 0 0 0 0 0 153778 0 0 0 X EDUCATIONAL-ACE 11 1920 COMPARABLE SALES X EDUC SUPPORT-HC,OTHER 2 5750 COMPARABLE SALES X RENT 1 14706 COMPARABLE SALES X FUND RAISING 120 109268 COMPARABLE SALES 0 0 0 ORGANIZATION MISSION STATEMENT 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 A, LINE 4 BY-LAWS WERE CHANGED TO REDUCE THE NUMBER OF REQUIRED ANNUAL BOARD OF TRUSTEE MEETINGS FROM SIX TO FIVE, TO INCREASE THE TERM OF ELECTED OFFICERS AND COMMITTEE CHAIRS FROM ONE TO TWO YEARS, AND TO ADD THE ENDOWMENT COMMITTEE TO THE LIST OF STANDING COMMITTEES. 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.