2011-10-13T13:03:18-05:00 2010-12-31 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2010-01-01 954695698 INSTITUTE FOR EDUCATIONAL ADVANCEMENT INST 6264038900 625 FAIR OAKS AVENUE NO 285 SOUTH PASADENA CA 91030 ELIZABETH D JONES 6264038900 2011-10-11 1 ALAN HARRISON 6267933600 2011-10-11 2010 2016-03-07 17:11:31Z ELIZABETH D JONES 625 FAIR OAKS AVENUE 285 SOUTH PASADENA CA 91030 1347215 0 X WWW.EDUCATIONALADVANCEMENT.ORG/ X 1998 CA SEE FORM 990, PART III, LINE 1 FOR DESCRIPTION OF MISSION. 11 10 22 50 0 0 4243227 1188254 127275 150620 1236 658 -4708 7683 4367030 1347215 1694017 1325276 0 0 658606 641485 0 0 129006 439179 491536 2791802 2458297 1575228 -1111082 2273271 1191006 56711 85528 2216560 1105478 SEE SCHEDULE O FOR DESCRIPTION OF MISSION. 0 0 1562211 1325276 THE CAROLINE D. BRADLEY SCHOLARSHIP 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 ELEVEN 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. 162748 77900 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 IN LOCAL COLLEGES AND UNIVERSITIES, AN EXPERIENCE THAT PROVIDES THEM WITH A VALUABLE OPPORTUNITY TO LIVE INDEPENDENTLY AND DEVELOP RELATIONSHIPS WITH INTELLECTUAL PEERS WHO SHARE INTERESTS. IEA HOSTED 30 GIFTED HIGH SCHOOL APPRENTICES IN A RESIDENTIAL PROGRAM THIS YEAR. 137827 77776 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, OUR ONE-WEEK SUMMER CAMP IN MICHIGAN. 239993 239993 2102779 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 1 12 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ELIZABETH JONES 6264038900 625 FAIR OAKS AVENUE SUITE 285 SOUTH PASADENA CA 91030 ELIZABETH D JONES 40.00 X X 179667 0 12619 SAM BELL 1.00 X 0 0 0 JAMES DAVIS 1.00 X 2500 0 0 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 GEORGE MILLS 1.00 X 0 0 0 CHRIS NEWMAN 1.00 X 0 0 0 GWEN ROBERTSON 1.00 X 0 0 0 DAVID SHUKAN 1.00 X 0 0 0 CHARLES WISE 1.00 X 0 0 0 182167 0 12619 1 0 1 0 0 1188254 1188254 TUITION AND FEES 900099 150620 150620 150620 658 658 OTHER INCOME 900099 7683 7683 7683 1347215 150620 0 8341 1325276 1325276 192285 110023 53396 28866 363955 208250 101067 54638 9488 5460 2526 1502 36608 21304 9715 5589 39149 22783 10389 5977 2461 1736 725 24140 8250 15890 6112 5308 804 23423 16844 4087 2492 20752 20744 5 3 61836 35985 16410 9441 237879 235355 2524 17155 10346 181 6628 6989 4067 1855 1067 18136 10554 4813 2769 CONSULTANTS 27980 23104 313 4563 FOOD - STUDENTS 21062 21062 EQUIPMENT 8797 5191 1678 1928 PROGRAM SUPPLIES 5550 5370 180 9264 5767 3462 35 2458297 2102779 226512 129006 200482 119949 1829278 1008084 216376 39734 6659 6369 53699 41915 14077 11784 6399 5086 2273271 1191006 38936 58583 17775 26945 56711 85528 X 2043 400532 2214517 704946 2216560 1105478 2273271 1191006 -1111082 0 X X 0 1 1 X 0 X 2132431 2699245 1762629 4237070 1188254 12019629 2132431 2699245 1762629 4237070 1188254 12019629 9939242 2080387 41110 39350 25381 1236 658 107735 1820 1848 1029 1449 7683 13829 12141193 667063 0.17130 0.21600 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 17.13%, 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 17.13% 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 TEN 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 ASK. 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 TWELVE DIRECTORS FROM DIVERSE PROFESSIONAL BACKGROUNDS, INCLUDING LAW, FINANCE, AND EDUCATION. TEN OF THESE TWELVE 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-SIX WEEK RESIDENTIAL SUMMER PROGRAM PROVIDES AN OPPORTUNITY FOR 30 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 53 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 65 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53699 41915 11784 11784 SCHOLARSHIPS PAYABLE 26945 26945 1347215 2458297 -1111082 0 -1111082 1347215 0 1347215 0 1347215 2458297 0 2458297 0 2458297 1 HIGH SCHOOL SCHOLARSHIPS 60 1325276 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 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. THE APPLICANTS MUST ALSO MEET ADDITIONAL SELECTION GUIDELINES WHICH ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.EDUCATIONALADVANCEMENT.ORG. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH D JONES 179667 0 0 0 0 0 5390 0 7229 0 192286 0 0 0 SUPPLEMENTAL INFORMATION PART III THE BOARD REQUESTED THAT MS. JONES MAINTAIN A MEMBERSHIP AT THE ATHENAEUM FOR PROFESSIONAL PURPOSES. BOARD DIRECTED THAT THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (IEA) PAY A PORTION OF THOSE FEES AND THAT MS. JONES PAY THE REMAINING AMOUNT. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, CONSISTING OF THREE BOARD MEMBERS AND ONE INDEPENDENT MEMBER, 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. THE BOARD OF DIRECTORS MAKES DECISION USING COMPARABLE SALARY. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION. 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, FEDERAL FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART III, LINE 1: THE INSTITUTE FOR EDUCATIONAL ADVANCEMENT (IEA) IS A NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING OUR NATION'S MOST TALENTED YOUNG PEOPLE IN PURSUING THEIR FULL ACADEMIC AND PERSONAL POTENTIAL. IEA FOCUSES ON CREATING AND SUPPORTING EDUCATIONAL PRACTICES AND POLICIES THAT ARE STUDENT-CENTERED AND THAT PROMOTE ACADEMIC RIGOR, HIGH STANDARDS, EXCELLENCE IN THE ARTS AND EDUCATIONAL INNOVATION. IEA FOLLOWS THE OPTIMAL MATCH PHILOSOPHY, THE BASIC TENET OF WHICH IS TO MATCH A STUDENT'S ASSESSED NEEDS WITH THE OPTIMAL EDUCATIONAL RESOURCES. IEA ADVANCES THIS PHILOSOPHY AS IT WORKS WITH EACH INDIVIDUAL STUDENT, SCHOOL OR SCHOOL DISTRICT TO SEEK THE BEST LEARNING STRATEGY FOR ALL. IEA CROSSES TRADITIONAL EDUCATIONAL BOUNDARIES BY WORKING IN PUBLIC, INDEPENDENT, PAROCHIAL AND ALTERNATIVE SCHOOLS. IEA INITIATIVES FOSTER INTELLECTUAL CURIOSITY, THE ACQUISITION OF KNOWLEDGE, CONFIDENCE, CREATIVITY, RESPONSIBILITY AND MORAL DECISIVENESS. TO ACHEIVE THIS MISSION, IEA 1) SERVES AS A CATALYST FOR IDENTIFYING AND IMPLEMENTING THE BEST PRACTICES IN TEACHING HIGHLY ABLE YOUTH 2) ADVANCES PUBLIC KNOWLEDGE AND UNDERSTANDING OF THE NEED TO ENABLE AND NURTURE SOCIETY'S MOST ABLE-MINDED STUDENTS 3) TRAINS TEACHERS, INFORM PARENTS AND PROVIDES MENTORS FOR EXCEPTIONALLY GIFTED STUDENTS 4) CREATES PARTNERSHIPS WITH INDIVIDUALS, FOUNDATIONS, NON-PROFIT ORGANIZATIONS, BUSINESSES AND UNIVERSITIES TO SUPPORT THE DEVELOPMENT OF HIGHLY ABLE STUDENTS WHO WILL ADVANCE SOCIETY AS A WHOLE 5) ENCOURAGES EACH GIFTED STUDENT TO PURSUE HIS OR HER FULL INTELLECTUAL AND PERSONAL POTENTIAL AND DEVELOP RESPECT FOR INDIVIDUAL DIFFERENCES 6) TAKES A LEADERSHIP ROLE IN POLICY MAKING FOR GIFTED YOUTH THROUGHOUT THE NATION. IEA ALSO PROVIDES SERVICES SUCH AS 1) THE GIFTED RESOURCE CENTER WHICH IS AN ONLINE DATABASE PROVIDING A CUSTOMIZED STARTING POINT FOR STUDENTS, PARENTS AND EDUCATORS SEEKING EDUCATIONAL OPPORTUNITIES FOR GIFTED AND TALENTED STUDENTS AND 2) PROVIDES A VARIETY OF CONSULTING SERVICES TO FAMILIES, SCHOOLS AND DISTRICTS WITH HIGHLY GIFTED CHILDREN.