2013-05-14T16:50:03-05:00 2012-06-30 330735330 FRASE & BRODERICK 1600 DOVE ST SUITE 430 NEWPORT BEACH CA 926601435 990 2011-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 18552 MACARTHUR BLVD NO 200 IRVINE CA 92612 NEDA ZAENGLE 9492638340 2013-05-13 1 ANN MARIE BRODERICK P00185951 9496608901 2013-05-10 X 2011 2016-02-24 21:20:13Z NEDA ZAENGLE 18552 MACARTHUR BLVD NO 200 IRVINE CA 92612 5416224 0 X WWW.IPSF.NET X 1996 CA SEE STATEMENT O. 21 21 237 150 0 0 1673858 1652825 2508885 1609648 74829 124613 720232 92819 4977804 3479905 1417737 1511107 0 0 1012700 1314542 0 0 364896 1688954 1032484 4119391 3858133 858413 -378228 5269856 5272016 1212632 1600454 4057224 3671562 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 1214054 1214054 0 CLASSROOM 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, AND TO SUPPORT MUSIC INSTRUCTION, AND TO SUPPORT NURSES AND HEALTH CLERKS, AFFECTING ALL 28,000 STUDENTS IN THE DISTRICT. 590993 31680 712507 SUMMER ENRICHMENT PROGRAMENRICHMENT CLASSES OFFERED TO K-9 STUDENTS DURING SIX WEEKS OF THE SUMMER, SERVING 3,087 STUDENTS. 579995 48697 521819 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND TUTORIAL CLASSES OFFERED AFTER SCHOOL AT 23 SCHOOLS IN THE DISTRICT SERVING 4,651 STUDENTS. 734933 279535 375322 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, PARENT VOLUNTEER OF THE YEAR PROGRAM, THE SCIENCE AND MATH INITIATIVE, THE FRESHMAN SUCCESS PROGRAM, THE PROGRAM FOR ADVANCEMENT OF CULTURAL EDUCATION (PROVIDING INFORMATION AND RESOURCES FOR TEACHERS), THE ACTIVE PLAYGROUND SUPPORT PROGRAM, WALK TO SCHOOL DAY, IPSF DAY AT UCI (FOR PARENTS AND STUDENTS), AND MIDDLE SCHOOL AND HIGH SCHOOL COUNSELING SUPPORT. 734933 279535 375322 3119975 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 0 1 30 0 1 237 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 18552 MACARTHUR BLVD STE 200 IRVINE CA 92612 ROBERT BRAITHWAITE 5.00 X X 0 0 0 JEFF LARSEN 4.00 X X 0 0 0 JASON LEE 4.00 X X 0 0 0 THAD MARTIN 4.00 X X 0 0 0 ROBIN LUBITZ 2.00 X 0 0 0 SHARON SALINGER 2.00 X 0 0 0 BEATRICE TSENG-CHEN 2.00 X 0 0 0 LAUREN BROOKS 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 CAROL CHOI 2.00 X 0 0 0 DR ROBERT CHOW 2.00 X 0 0 0 KRISTIN CRELLIN 2.00 X 0 0 0 KATHLEEN HALLAL 2.00 X 0 0 0 JAN KERCHER 2.00 X 0 0 0 KATIE NOONE 2.00 X 0 0 0 DAVID SANFORD 2.00 X 0 0 0 KARL TOKITA 2.00 X 0 0 0 JULIE WEIS WALKER 2.00 X 0 0 0 SHAREEN YOUNG 2.00 X 0 0 0 NEDA ZAENGLE 40.00 X 155024 0 0 SHERRY SLUNKA 40.00 X 82328 0 0 DEBORAH RUGANI 40.00 X 37034 0 0 CHERYL BRAUN 40.00 X 62063 0 0 336449 0 0 1 0 1 0 0 232143 520820 899862 102686 1652825 EDUCATION PROGRAMS 611710 1295944 1295944 EDUCATION SUPPORT PROG 611710 313704 313704 1609648 59208 59208 1764770 1699365 65405 65405 65405 329773 232143 236954 92819 92819 3479905 1609648 0 217432 1511107 1511107 286964 97750 105847 83367 828836 629972 64537 134327 81291 31961 18821 30509 117451 85838 14553 17060 29700 14400 15300 15300 4100 11200 81524 62929 18451 144 57927 39293 6494 12140 89132 53477 35655 49895 42946 4222 2727 46055 30515 12399 3141 EDUCATIONAL PROGRAM EXP 300796 244200 56596 TEACHERS, NON-SALARIED 257456 257456 FUND RAISING EXPENSES 70281 70281 IN KIND CONTRIBUTIONS 26136 11430 14706 8282 6701 1581 3858133 3119975 373262 364896 2203786 2136706 15823 1100 28418 9579 762851 634484 120527 128367 2901302 2996264 5269856 5272016 278905 527857 757055 1028024 176672 44573 1212632 1600454 X 1776016 1301212 2265158 2351924 16050 18426 4057224 3671562 5269856 5272016 X -378228 -7434 X X 0 1 1 X 0 X 626606 1652047 963036 1766006 1394719 6402414 626606 1652047 963036 1766006 1394719 6402414 1939308 4463106 270417 173591 52582 65941 59208 621739 7024153 14810859 0.63540 0.56320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16050 2650 -101 173 18426 4997 10000 1183 130 16050 5000 -3 4997 1.00000 1 0 762851 634484 128367 128367 IEEF PAYABLE 44573 44573 3479905 3858133 -378228 -7434 -7434 -385662 3472471 -7434 -7434 3479905 0 3479905 3858133 0 3858133 0 3858133 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 100887 63445 37442 50781 GALA 461029 168698 292331 186173 561916 232143 329773 236954 236954 92819 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1505904 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 5203 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 ZAENGLE 155024 0 0 0 0 0 0 0 0 0 155024 0 0 0 X PVOY PRIZES 11 1430 COMPARABLE SALES X STEM AUDIO VISUAL EQUIPMENT 1 10000 COMPARABLE SALES X RENT 1 14706 COMPARABLE SALES X FUND RAISING 85 76550 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 THE BY-LAWS OF IPSF WERE AMENDED ON NOVEMBER 17, 2011 TO ESTABLISH AND DEFINE BOARD ADVISORS AND TO CLARIFY THE AUTHORITY OF STANDING COMMITTEES. THE BY-LAWS ARE AVAILABLE ONLINE AND BY REQUEST. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL VOTING 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -7,434. 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.