2012-05-14T17:33:49-05:00 2011-06-30 FRASE & BRODERICK 1600 DOVE ST SUITE 430 NEWPORT BEACH CA 926601435 990 2010-07-01 330733191 IRVINE PUBLIC SCHOOLS FOUNDATION IRVI 9492638340 18552 MACARTHUR BLVD NO 200 IRVINE CA 92612 NEDA ZAENGLE 9492638340 2012-05-10 1 ANN MARIE BRODERICK 9496608901 2012-05-09 X 2010 2016-02-24 21:20:13Z NEDA ZAENGLE 18552 MACARTHUR BLVD NO 200 IRVINE CA 92612 5706406 0 X WWW.IPSF.NET X 1996 CA PROVIDE FINANCIAL SUPPORT & ENRICHMENT PROGRAMS FOR STUDENTS OF IRVINE UNIFIED SCHOOL DISCTRICT. 16 16 148 150 0 0 994641 1673858 2128380 2508885 9981 74829 349497 720232 3482499 4977804 1048845 1417737 0 0 1004067 1012700 0 0 473049 1665175 1688954 3718087 4119391 -235588 858413 5840688 5269856 2723359 1212632 3117329 4057224 X IPSF HELPS TO ENSURE THAT EVERY CHILD, IN EVERY SCHOOL, HAS THE OPPORTUNITIES AND RESOURCES TO SUCCEED AND BECOME THEIR ABSOLUTE BEST, BENEFITTING THEM AND THE ENTIRE IRVINE COMMUNITY. WE ACHIEVE THIS BY PROVIDING FINANCIAL SUPPORT AND ENRICHMENT PROGRAMS FOR THE STUDENTS OF THE IRVINE UNIFIED SCHOOL DISTRICT. 0 0 1144000 1144000 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 NURSES AND HEALTH CLERKS, AFFECTING ALL 28,000 STUDENTS IN THE DISTRICT. 880995 42308 1358246 SUMMER ENRICHMENT PROGRAMENRICHMENT CLASSES OFFERED TO K-12 STUDENTS DURING SIX WEEKS OF THE SUMMER, SERVING 5,276 STUDENTS. 570622 45067 549999 AFTERSCHOOL CLASSROOM ENRICHMENT (ACE)ENRICHMENT AND TUTORIAL CLASSES OFFERED AFTER SCHOOL AT 23 SCHOOLS IN THE DISTRICT SERVING 4,986 STUDENTS. 698178 186362 600640 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, MY COLLEGE KNOWLEDGE (CLASSES FOR PARENTS AND STUDENTS), THE PROGRAM FOR ADVANCEMENT OF CULTURAL EDUCATION (PROVIDING INFORMATION AND RESOURCES FOR TEACHERS), THE ACTIVE PLAYGROUND SUPPORT PROGRAM, AND WALK TO SCHOOL DAY. 698178 186362 600640 3293795 1 1 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 58 21 1 148 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 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 18552 MAC ARTHUR BLVD STE 200 IRVINE CA 92612 JEFF LARSEN 5.00 X X 0 0 0 ROBERT BRAITHWAITE 4.00 X X 0 0 0 JASON LEE 4.00 X X 0 0 0 CAROL CHOI 4.00 X X 0 0 0 ROBIN LUBITZ 2.00 X 0 0 0 SHARON SALINGER 2.00 X 0 0 0 DENNIS GIBBS 4.00 X 0 0 0 JAN KERCHER 2.00 X 0 0 0 ANILA ALI 2.00 X 0 0 0 ROB BRINKMAN 2.00 X 0 0 0 LUCINDA CARLTON 2.00 X 0 0 0 DR ROBERT CHOW 2.00 X 0 0 0 KRISTIN CRELLIN 2.00 X 0 0 0 TAE KIM 2.00 X 0 0 0 THAD MARTIN 2.00 X 0 0 0 KATHY NELSON 2.00 X 0 0 0 STEVE NELSON 2.00 X 0 0 0 LITA ROBINOW 2.00 X 0 0 0 KEYVAN SAMINI 2.00 X 0 0 0 TRISH SHUTE 2.00 X 0 0 0 JULIE TAPP 2.00 X 0 0 0 JULIE WEIS WALKER 2.00 X 0 0 0 NEDA ZAENGLE 40.00 X X 125038 0 0 SHERRY SLUNKA 40.00 X 71556 0 0 DEBORAH RUGANI 40.00 X 69589 0 0 KATHY KIM 40.00 X 61507 0 0 327690 0 0 1 0 0 0 0 122608 716252 834998 125122 1673858 EDUCATION PROGRAMS 611710 2156325 2156325 EDUCATION SUPPORT PROG 611710 352560 352560 2508885 65941 65941 72751 63863 8888 8888 8888 317946 122608 237244 80702 80702 1067025 427495 639530 639530 4977804 2508885 0 795061 1417737 1417737 286964 97750 105847 83367 588692 407222 64327 117143 52010 26969 10070 14971 85034 55217 13773 16044 29200 14400 14800 113292 91482 20214 1596 49241 31908 15080 2253 85209 51044 34165 51994 40360 7780 3854 33997 19513 8021 6463 EDUCATIONAL PROGRAM EXP 814553 770588 43965 TEACHERS, NON-SALARIED 246863 246863 IN KIND CONTRIBUTIONS 125122 17376 6640 101106 FUND RAISING EXPENSES 104079 104079 CONSULTANTS 27373 5200 22173 8031 5366 2665 4119391 3293795 352547 473049 2932674 2203786 5247 15823 34233 28418 705116 584589 114175 120527 2754359 2901302 5840688 5269856 192057 278905 2246611 757055 284691 176672 2723359 1212632 X 988217 1776016 2124115 2265158 4997 16050 3117329 4057224 5840688 5269856 X 858413 81482 X X 0 1 1 X 0 X 570351 626606 1652047 963036 1766006 5578046 570351 626606 1652047 963036 1766006 5578046 1973149 3604897 260195 270417 173591 52582 65941 822726 6400772 16267136 0.56320 0.52950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4997 10000 1183 130 16050 5000 -3 4997 1.00000 1 0 705116 584589 120527 120527 IEEF PAYABLE 44096 IUSD PAYABLE 132576 176672 4977804 4119391 858413 81612 -130 81482 939895 5640921 80580 16474 566063 663117 4977804 0 4977804 4701928 16474 566063 582537 4119391 0 4119391 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ISPF 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. PART XII.LINE 2D. DIRECT EXPENSES OF $427,495 FOR HOUSE RAFFLE INCLUDED ON 990 PART VIII LINE 9B AND DIRECT EXPENSES OF $237,244 FOR FUNDRAISING EVENTS INCLUDED ON 990 PART VIII LINE 8B LESS NON CASH DIRECT EXPENSES OF $98,676. PART XIII.LINE 2D. DIRECT EXPENSES OF $427,495 FOR HOUSE RAFFLE INCLUDED ON 990 PART VIII LINE 9B AND DIRECT EXPENSES OF $237,244 FOR FUNDRAISING EVENTS INCLUDED ON 990 PART VIII LINE 8B LESS NON CASH DIRECT EXPENSES OF $98,676. GOLF TOURNAMENT 121306 42123 79183 9850 65089 GALA 319248 80485 238763 10000 21138 131167 440554 122608 317946 10000 30988 196256 237244 80702 1067025 353700 2000 71795 1 0.90000 1067025 353700 2000 71795 427495 639530 CA 1 0 0 0 1.00000 SHERRY SLUNKA CFO 18552 MACARTHUR BLVD STE 200 IRVINE CA 92612 0 CHERYL VAN CAMP OPERATIONAL SUPERVISION OF THE DAY-TO-DAY RUNNING OF THE RAFFLE. X 1 639530 1 IUSD-IRVINE UNIFIED SCHOOL DISTRICT 5050 BARRANCA PARKWAY IRVINE CA 92604 952798223 501(C)3 1398997 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 18740 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 HONOR CONCERT 11 1476 COMPARABLE SALES X PRIZES 12 6380 COMPARABLE SALES X BANK FEES 1 6640 COMPARABLE SALES X STEM BOOKS 1 3700 COMPARABLE SALES X PACE KOREA 1 6250 COMPARABLE SALES 0 0 0 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, 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 GAINS ON INVESTMENTS: 81,612. INVESTMENT EXPENSES: -130. TOTAL TO FORM 990, PART XI, LINE 5: 81,482. 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.