2013-10-15T16:05:28-05:00 2012-12-31 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2012-01-01 954695698 INSTITUTE FOR EDUCATIONAL ADVANCEMENT INST 6264038900 625 FAIR OAKS AVENUE NO 285 SOUTH PASADENA CA 91030 ELIZABETH D JONES 6264038900 2013-10-15 1 ALAN HARRISON P00157337 6267933600 2013-10-15 2012 2016-03-07 17:11:31Z ELIZABETH D JONES 625 FAIR OAKS AVENUE 285 SOUTH PASADENA CA 91030 5392679 0 X WWW.EDUCATIONALADVANCEMENT.ORG/ X 1998 CA DEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL. 10 9 31 40 0 0 3937535 5078767 154573 230768 2036 524 13884 58531 4108028 5368590 1216884 1153771 0 0 686155 696505 0 0 86556 410790 589288 2313829 2439564 1794199 2929026 2963705 5904777 64028 76074 2899677 5828703 X THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (IEA) IS DEDICATED TO HELPING OUR NATION'S MOST TALENTED YOUNG PEOPLE IN DEVELOPING THEIR FULLEST POTENTIAL BY FOCUSING ON CREATING PROGRAMS AND PROVIDING LEADERSHIP FOR EDUCATIONAL PRACTICES AND POLICIES THAT ARE STUDENT-CENTERED AND WHICH PROMOTE ACADEMIC RIGOR, EXCELLENCE IN THE ARTS, HIGH STANDARDS AND EDUCATIONAL INNOVATIONS. 0 0 1409287 1153771 THE CAROLINE D. BRADLEY SCHOLARSHIP IS A HIGHLY SELECTIVE SCHOLARSHIP OPPORTUNITY THAT IDENTIFIES EXCEPTIONALLY GIFTED MIDDLE SCHOOL STUDENTS AND REWARDS THEM WITH A FOUR-YEAR SCHOLARSHIP TO A HIGH SCHOOL THAT BEST FITS THEIR INTELLECTUAL AND PERSONAL NEEDS. IN ADDITION, IEA OFFERS PERSONALIZED GUIDANCE DURING THE SCHOOL SEARCH PROCESS. IEA NAMED FIFTEEN NEW CAROLINE D. BRADLEY SCHOLARS, WHO WILL RECEIVE FOUR-YEAR, FULL-TUITION SCHOLARSHIPS TO THE HIGH SCHOOLS THAT BEST FIT THEIR PERSONAL AND ACADEMIC NEEDS. IN 2012 THERE WAS A TOTAL OF 46 SCHOLARSHIPS AWARDED TO STUDENTS. 178935 81849 THE APPRENTICESHIP PROGRAM IS A NATIONALLY OFFERED THREE-TO-FOUR WEEK RESIDENTIAL PROGRAM THAT PROVIDES EXCEPTIONALLY ABLE HIGH SCHOOL STUDENTS WITH FOCUSED, HANDS-ON STUDY AND INTERACTION WITH PREEMINENT SCIENTISTS, MATHEMATICIANS AND ARTISTS. QUALIFIED PARTICIPANTS TRAVEL TO THE MENTOR'S PLACE OF WORK OR STUDY TO PARTICIPATE IN COLLABORATIVE PROJECTS. STUDENTS RESIDE ON LOCAL COLLEGE AND UNIVERSITY CAMPUSES, AN EXPERIENCE THAT PROVIDES THEM WITH A VALUABLE OPPORTUNITY TO LIVE INDEPENDENTLY AND DEVELOP RELATIONSHIPS WITH INTELLECTUAL PEERS WHO SHARE INTERESTS. IEA HOSTED 36 APPRENTICES IN LOS ANGELES AND SAN DIEGO IN 2012. 233129 116707 YUNASA INSTITUTE FOR THE GIFTED PROVIDES EXCEPTIONALLY ABLE MIDDLE SCHOOL STUDENTS WITH A WEEK-LONG RESIDENTIAL SUMMER EXPERIENCE. THE PROGRAM IS DESIGNED TO SERVE HIGHLY GIFTED YOUNGSTERS AGES 10 TO 14 WHO ARE ENGAGED IN A MIDDLE SCHOOL CURRICULUM. YUNASA TEACHES PARTICIPANTS TO BALANCE THEIR INTELLECTUAL GIFTS WITH THEIR EMOTIONAL, SOCIAL, SPIRITUAL AND PHYSICAL DEVELOPMENT THROUGH SELF REFLECTION AND PERSONAL APPLICATION. YUNASA ALSO OFFERS AN EMERGING LEADER PROGRAM FOR RETURNING CAMPERS AGES 15 AND 16 AND A COUNSELOR IN TRAINING EXPERIENCE FOR ITS 16 AND 17 YEAR OLD VETERANS. THIS YEAR, IEA SERVED 65 GIFTED YOUTH AGES 10-17 AT YUNASA IN MICHIGAN AND 26 GIFTED YOUTH AGES 10-17 AT YUNASA WEST IN COLORADO. 265839 80394 THE FOLLOWING IS A LIST OF IEA PROGRAMS AND SERVICES:ACADEMY CLASSES ARE SUPPLEMENTAL COURSES, WHICH TAKE PLACE AFTER SCHOOL AND ON THE WEEKENDS, THAT PROMOTE HIGHER LEVEL THINKING SKILLS, CREATIVITY AND COMMUNITY FOR GIFTED ELEMENTARY AND MIDDLE SCHOOL STUDENTS. THE ACADEMY PROGRAM SERVED 102 STUDENTS IN 2012.GIFTED RESOURCE CENTER (GRC) - THIS ONLINE DATABASE PROVIDES A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS. CONSULTING SERVICES THE INSTITUTE PROVIDES A VARIETY OF CONSULTING SERVICES TO FAMILIES, SCHOOLS AND DISTRICTS WITH HIGHLY GIFTED CHILDREN. PIPELINE TO SUCCESS - THIS PROGRAM PREPARES STUDENTS FOR COLLEGE BY PROVIDING THEM WITH CHALLENGING COURSEWORK AND INDIVIDUAL GUIDANCE THROUGHOUT THEIR MIDDLE AND HIGH SCHOOL YEARS. 265839 80394 2087190 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ELIZABETH JONES 6264038900 625 FAIR OAKS AVENUE SUITE 285 SOUTH PASADENA CA 91030 ELIZABETH D JONES 40.00 X X 189364 0 16126 DONNA FORD 1.00 X 0 0 0 SETH FREEMAN 1.00 X 0 0 0 PEGGY FUNKHOUSER 1.00 X 0 0 0 JEFFREY HUDSON 1.00 X 0 0 0 KENNETH A MERCHANT 1.00 X 0 0 0 GEORGE MILLS 1.00 X 0 0 0 CHRIS NEWMAN 1.00 X 0 0 0 JONATHAN SHINTAKU 1.00 X 0 0 0 CHARLES WISE 1.00 X 0 0 0 189364 0 16126 1 0 1 0 0 5078767 5078767 TUITION AND FEES 900099 230768 230768 230768 524 524 72271 24089 48182 48182 48182 OTHER INCOME 900099 10349 10349 10349 5368590 230768 0 59055 1153771 1153771 205490 139790 52018 13682 399801 251183 113467 35151 45580 28090 13538 3952 45634 29757 12254 3623 4499 4499 68312 44144 13980 10188 16837 14849 214 1774 57319 41376 7917 8026 21607 21557 50 71374 46194 19480 5700 278029 277440 589 6746 4596 2150 35211 7108 27210 893 11953 5435 5740 778 FOOD - STUDENTS 17401 17401 2439564 2087190 265818 86556 522901 241958 751173 4026298 16529 22581 34474 8919 1676723 88122 1622208 1588601 10095 10095 6325 6325 2963705 5904777 55278 61857 8750 14217 64028 76074 X 2170296 4674116 729381 1154587 2899677 5828703 2963705 5904777 2929026 0 X X 0 1 X 1 0 X 1762629 4237070 1188254 3937535 5078767 16204255 1762629 4237070 1188254 3937535 5078767 16204255 12950346 3253909 25381 1236 658 2036 524 29835 1029 1449 7683 13884 82620 106665 16340755 786581 0.19910 0.19700 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE INSTITUTE SATISFIES THE FACTS-AND-CIRCUMSTANCES TEST OF TREASURY REGULATION 1.170A-9(E)(3) AND QUALIFIES AS PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE FOLLOWING REASONS: 1. TEN-PERCENT-OF-SUPPORT LIMITATION THE INSTITUTE'S PUBLIC SUPPORT FOR THE CURRENT PERIOD IS 19.91%, SIGNIFICANTLY ABOVE THE MINIMUM REQUIREMENT OF 10% TO QUALIFY THE INSTITUTE UNDER THE FACTS-AND-CIRCUMSTANCES TEST. 2. ATTRACTION OF PUBLIC SUPPORT THE INSTITUTE ACTIVELY SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, PRIVATE FOUNDATIONS, AND CORPORATE SPONSORS. AMONG OTHER THINGS, THE INSTITUTE MAINTAINS A PUBLICLY ACCESSIBLE WEBSITE THAT DISCUSSES AT LENGTH THE INSTITUTE'S PROGRAMS AND ACTIVITIES AND CONTAINS A SPECIAL "DONATE NOW" BUTTON. THE INSTITUTE RECOGNIZES ITS DONORS' GENEROSITY WITH SEVEN HONOR CLASSIFICATIONS, RANGING FROM "CONTRIBUTORS" FOR THOSE WHO DONATE UP TO $999, TO "FOUNDERS CIRCLE" FOR THOSE WHO CONTRIBUTE $150,000 AND HIGHER. IN ADDITION, WHEN DONORS COMMIT IN ADVANCE TO A CONSECUTIVE THREE-YEAR PLEDGE TO THE INSTITUTE, THEY ARE INDUCTED INTO THE INSTITUTE'S NAUTILUS SOCIETY. A LIST OF OVER 200 DONORS TO THE INSTITUTE CAN BE FOUND AT WWW.EDUCATIONALADVANCEMENT.ORG. 3. PERCENTAGE OF FINANCIAL SUPPORT THE INSTITUTE'S 19.91% PUBLIC-SUPPORT PERCENTAGE IS WELL ABOVE THE 10% FLOOR AND REFLECTS THE FACT THAT THE ORGANIZATION RECEIVES SIGNIFICANT AND WIDESPREAD PUBLIC SUPPORT. THE INSTITUTE IS WORKING ACTIVELY TO BROADEN ITS SOURCES OF SUPPORT TO INCREASE ITS PUBLIC-SUPPORT PERCENTAGE IN THE COMING YEARS. 4. SOURCES OF SUPPORT THE INSTITUTE RECEIVES FINANCIAL SUPPORT FROM A WIDE RANGE OF UNRELATED INDIVIDUAL DONORS AND FOUNDATIONS, AS DEMONSTRATED BY THE LIST OF NINE MAJOR CONTRIBUTORS ON SCHEDULE B. IN ADDITION TO THE SUPPORT DISCLOSED ON SCHEDULE B, THE INSTITUTE RECEIVES SMALLER CONTRIBUTIONS FROM MANY OTHER INDIVIDUAL DONORS. TO SUPPORT ITS WORK WITH GIFTED YOUNG PEOPLE, THE INSTITUTE RELIES HEAVILY ON ITS VOLUNTEER CORPS. THE ROLES AND RESPONSIBILITIES OF OUR VOLUNTEERS VARY WIDELY DEPENDING ON THEIR SKILLS AND EXPERTISE AND ON THE INSTITUTE'S NEEDS. FOR EXAMPLE, PROFESSIONALS WHO ARE RESPECTED IN THEIR FIELDS VOLUNTEER FOR THREE TO SIX WEEKS DURING EACH SUMMER TO MENTOR GIFTED STUDENTS PARTICIPATING IN THE INSTITUTE'S APPRENTICESHIP PROGRAM. ALSO, THROUGHOUT THE YEAR, PROFESSIONALS FROM VARIOUS FIELDS DONATE THEIR TIME TO GIVE INSPIRATIONAL LECTURES TO GIFTED STUDENTS, PARENTS, TEACHERS AND ADMINISTRATORS PARTICIPATING IN THE INSTITUTE'S PARENT SUPPORT GROUP MEETINGS AND GUEST EVENTS. THE INSTITUTE ACTIVELY SOLICITS VOLUNTEER SUPPORT THROUGH ITS WEBSITE, AS WELL AS BY DIRECT SOLICITATIONS. THE CAROLINE D. BRADLEY SCHOLARSHIP SELECTION COMMITTEE IS COMPRISED OF VOLUNTEERS FROM PUBLIC AND PRIVATE HIGH SCHOOLS AND UNIVERSITIES FROM AROUND THE COUNTRY. IEA HAS TWO TO THREE COMMITTEES EACH YEAR, MADE UP OF EIGHT TO TEN ADMISSIONS DIRECTORS, SCHOOL HEADS AND UNIVERSITY LEADERSHIP. 5. REPRESENTATIVE GOVERNING BODY THE INSTITUTE'S BOARD OF DIRECTORS CONSISTS OF TEN DIRECTORS FROM DIVERSE PROFESSIONAL BACKGROUNDS, INCLUDING LAW, FINANCE, AND EDUCATION. NINE OF THESE TEN DIRECTORS ARE NOT OTHERWISE RELATED TO THE INSTITUTE. THE INSTITUTE ENCOURAGES ALL ITS DIRECTORS TO CONTRIBUTE BOTH TIME AND MONEY TO THE ORGANIZATION. 6. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES THE INSTITUTE'S PROGRAMS ARE AVAILABLE TO ELIGIBLE CANDIDATES FROM THE GENERAL PUBLIC AND INCLUDE THE FOLLOWING: APPRENTICESHIP PROGRAM: THIS THREE-TO-FOUR WEEK RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR 40 STUDENTS, CAPABLE OF WORKING AT THE HIGH SCHOOL LEVEL, TO WORK WITH ESTABLISHED PROFESSIONALS IN AN AREA OF INTEREST. CAROLINE D. BRADLEY SCHOLARSHIP: THIS PROGRAM PROVIDES AN OPPORTUNITY FOR 60 GIFTED STUDENTS TO DEVELOP TO THEIR FULLEST POTENTIAL BY ATTENDING A SCHOOL THAT WILL BEST MEET THEIR INDIVIDUAL NEEDS. THE SCHOLARSHIP COVERS THE COST OF TUITION AND BOOKS THROUGHOUT EACH SCHOLAR'S HIGH SCHOOL YEARS. PIPELINE TO SUCCESS: THIS PROGRAM AIMS TO PREPARE STUDENTS FOR COLLEGE BY PROVIDING THEM WITH CHALLENGING COURSEWORK AND INDIVIDUAL GUIDANCE THROUGHOUT THEIR MIDDLE AND HIGH SCHOOL YEARS. YUNASA SUMMER CAMP FOR THE GIFTED: THIS WEEK-LONG RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR 90 GIFTED MIDDLE SCHOOL STUDENTS TO DEVELOP THE EMOTIONAL, SPIRITUAL, PHYSICAL AND INTELLECTUAL ASPECTS OF THEMSELVES WHILE HAVING FUN. GIFTED RESOURCE CENTER: THIS RESOURCE PROVIDES A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS. ACADEMY PROGRAM: ACADEMY IS AN EDUCATIONAL YEAR-ROUND ENRICHMENT PROGRAM THAT SERVES APPROXIMATELY 100 ELEMENTARY AND MIDDLE SCHOOL STUDENTS ANNUALLY. ACADEMY OFFERS HIGH-LEVEL MATH AND SCIENCE COURSES THAT CHALLENGE GIFTED STUDENTS BEYOND THEIR GRADE LEVEL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1200000 1200000 280000 7583 272417 196723 80539 116184 1588601 SCHOLARSHIPS PAYABLE 14217 14217 X 5392679 0 5392679 -24089 -24089 5368590 2463653 24089 24089 2439564 0 2439564 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INSTITUTE IS A NONPROFIT PUBLIC BENEFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. GENERALLY, THE INSTITUTES INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES FOR 3 YEARS AND 4 YEARS, RESPECTIVELY, AFTER THE DATE OF FILING. THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT RESULT IN A MATERIAL IMPACT ON THE INSTITUTES FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROPERTY EXPENSE -24,089. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROPERTY EXPENSE 24,089. 1 HIGH SCHOOL SCHOLARSHIPS 46 1153771 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TUITION PAYMENTS ARE ISSUED DIRECTLY TO THE SCHOOL THAT EACH SCHOLAR ATTENDS AND ARE BASED UPON PUBLISHED TUITION RATES FOR EACH YEAR. WHILE THE CDB SCHOLARSHIP IS MERIT-BASED, IT TARGETS THOSE EXCEPTIONALLY GIFTED YOUNG PEOPLE WHO NEED ASSISTANCE IN FINDING THE OPTIMAL HIGH SCHOOL ENVIRONMENT OR MAY EXPERIENCE OTHER CHALLENGES THAT PROHIBIT ATTENDING AN APPROPRIATE COLLEGE PREP SCHOOL. ALL APPLICANTS SUBMIT A PORTFOLIO APPLICATION WHICH IS REVIEWED BY A SELECTION COMMITTEE AND FINALISTS ARE SELECTED. EACH FINALIST WILL THEN PARTICIPATE IN A PERSONAL INTERVIEW. FINALLY, THE IEA SCHOLARSHIP TEAM SELECTS THE SCHOLARS ON A NON-DISCRIMINATORY BASIS. THE APPLICANTS MUST ALSO MEET ADDITIONAL SELECTION GUIDELINES WHICH ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.EDUCATIONALADVANCEMENT.ORG. 1 X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH D JONES 189364 0 0 0 0 0 0 0 16126 0 205490 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, CONSISTING OF THREE BOARD MEMBERS AND TWO INDEPENDENT MEMBERS, BEFORE FILING. THE ORGANIZATION EMAILED EACH MEMBER OF THE GOVERNING BODY THE ORGANIZATION'S FINAL FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN ANNUAL CONFLICT OF INTEREST REPRESENTATION LETTERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, A SUBSET OF THE IEA BOARD OF DIRECTORS, HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. THE COMMITTEE MEETS INDEPENDENT OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AND THE ESTABLISHED GOALS. COMPARABLE SALARY SURVEYS ARE REVIEWED AT A MINIMUM OF EVERY THREE YEARS TO BENCHMARK COMPENSATION FOR THE POSITION. THE COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE CHIEF EXECUTIVE PRESENT, TO THE BOARD FOR REVIEW AND APPROVAL. THE COMMITTEE AND/OR THE BOARD CHAIR THEN MEET WITH THE CHIEF EXECUTIVE TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990,FORM 1023 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DID NOT HAVE ANY CHANGES IN ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.