SPIRIT SERIES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SPIRIT SERIES INC (EIN 20-3799463)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-09
IRS object ID
202600999349300030
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-09T10:04:49-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954806944PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHEELER AND BI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11990 S BUNDY DR STE 510AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203799463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPIRIT SERIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPIRBusinessNameControlTxt
Phone3108995528PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WHEELER BI 1990 S BUNDY DR 510AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD STRAUSSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert Wm Wheeler CPAPreparerPersonNm
PTINP00266906PTIN
Phone3104508875PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD STRAUSSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 SAN VICENTE BLVD 310AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$964,575GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SPIRTSERIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers42TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$714,460PYContributionsGrantsAmt
CY Contributions Grants$854,760CYContributionsGrantsAmt
PY Program Service Revenue$327,248PYProgramServiceRevenueAmt
CY Program Service Revenue$109,815CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,041,708PYTotalRevenueAmt
CY Total Revenue$964,575CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$615,783PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$444,228CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$70,358PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$53,396CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,012CYTotalFundraisingExpenseAmt
PY Other Expenses$342,783PYOtherExpensesAmt
CY Other Expenses$401,937CYOtherExpensesAmt
PY Total Expenses$1,028,924PYTotalExpensesAmt
CY Total Expenses$899,561CYTotalExpensesAmt
PY Revenues Less Expenses$12,784PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$65,014CYRevenuesLessExpensesAmt
Total Assets BOY$939,863TotalAssetsBOYAmt
Total Assets EOY$1,081,545TotalAssetsEOYAmt
Total Liabilities BOY$221,697TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,923TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$718,166NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$880,622NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$716,085ExpenseAmt
DescFORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:SPIRIT SERIES --a suite of history, language arts, positive values & character-building programs--served 3,004 4th to 11th grade students in 120 classrooms at 47 partner schools in California, Arizona, South Dakota and Maine during the 2024-25 school yeara 2% increase over 2023-24. Our drama-based program, SpiritSeries, delivered during regular school hours by Series staff and classroom teachers, served 2,167 students in grades 4 to 8. An additional 5,850 students and adults in these school communities also benefited by attending SpiritSeries play performances and summary discussions. SpiritCorps, our narrative writing, video storytelling and self-discovery curriculum for grades 7 to 11, was delivered online to 837 students. The organization's capacity was increased by $152,528 of in-kind services, including one hour of mentoring per student from 42 trained adult volunteer SpiritCorps Story Coaches.Desc
Total Program Service Expenses$716,085TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD STRAUSSPersonNm
Phone3108995528PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 SAN VICENTE BLVD 310AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD STRAUSS
Executive Dir.65.000.00Yes (X)Yes (X)$71,250$0$0
LESLIE RACHEL STRAUSS
Secretary50.000.00Yes (X)$25,425$0$0
STEVEN SAVAGE
BOARD MEMBER1.000.00Yes (X)$0$0$0
KAREN CASTLES GRAY
BOARDMEMBER1.000.00Yes (X)$0$0$0
FU-DING CHENG
BOARD MEMBER1.000.00Yes (X)$0$0$0
JENNIFER MANSFIELD JEON
BOARD MEMBER0.500.00Yes (X)$0$0$0
JOHN MCPHERSON
BOARD MEMBER2.000.00Yes (X)$0$0$0
NORMAN KADERLAN
Treasurer4.000.00Yes (X)$0$0$0
JOANNA ZUNIGA
BOARD MEMBER1.000.00Yes (X)$0$0$0
WILLIAM FAY
BOARD CHAIR2.500.00Yes (X)$0$0$0
BRENDA RODRIGUEZ
VICE CHAIR0.500.00Yes (X)$0$0$0
BRETT SHIBATA
BOARD MEMBER0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$96,675TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,943GovernmentGrantsAmt
All Other Contributions$852,817AllOtherContributionsAmt
Noncash Contributions$358,362NoncashContributionsAmt
Total Contributions$854,760TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSCHOOL PARTICIPATIONDesc
Business611710BusinessCd
Total Revenue Column$109,815TotalRevenueColumnAmt
Related Or Exempt Func Income$109,815RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$109,815TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$964,575TotalRevenueColumnAmt
Related Or Exempt Func Income$109,815RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$96,675TotalAmt
Program Services$84,590ProgramServicesAmt
Management And General$4,835ManagementAndGeneralAmt
Fundraising$7,250FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$314,706TotalAmt
Program Services$267,552ProgramServicesAmt
Management And General$21,493ManagementAndGeneralAmt
Fundraising$25,661FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,847TotalAmt
Program Services$28,905ProgramServicesAmt
Management And General$1,314ManagementAndGeneralAmt
Fundraising$2,628FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,597TotalAmt
Management And General$19,597ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$53,396TotalAmt
Fundraising$53,396FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$19,560TotalAmt
Program Services$19,560ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,426TotalAmt
Program Services$12,426ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,296TotalAmt
Program Services$16,643ProgramServicesAmt
Fundraising$3,653FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$45,697TotalAmt
Program Services$38,321ProgramServicesAmt
Management And General$4,570ManagementAndGeneralAmt
Fundraising$2,806FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,400TotalAmt
Program Services$4,860ProgramServicesAmt
Fundraising$4,540FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,114TotalAmt
Management And General$10,114ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$83,957TotalAmt
Program Services$83,957ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,053TotalAmt
Program Services$14,447ProgramServicesAmt
Management And General$482ManagementAndGeneralAmt
Fundraising$1,124FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
OUTSIDE SERVICES$63,360$47,520$15,840
CURRICULAR DEVELOPMENT$42,765$42,765
STAFF TRAINING$34,175$34,175
STUDENT MATERIAL$13,254$13,254

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,283TotalAmt
Program Services$7,110ProgramServicesAmt
Management And General$3,059ManagementAndGeneralAmt
Fundraising$1,114FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$899,561TotalAmt
Program Services$716,085ProgramServicesAmt
Management And General$65,464ManagementAndGeneralAmt
Fundraising$118,012FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,954BOYAmt
EOY$312,067EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$106,733BOYAmt
EOY$165,425EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,182,891LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$578,838LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$482,176BOYAmt
EOY$604,053EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$939,863BOYAmt
EOY$1,081,545EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,746BOYAmt
EOY$33,999EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$150,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,951BOYAmt
EOY$16,924EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$221,697BOYAmt
EOY$200,923EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$688,166BOYAmt
EOY$630,162EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,000BOYAmt
EOY$250,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$718,166BOYAmt
EOY$880,622EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$939,863BOYAmt
EOY$1,081,545EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$65,014ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$97,442OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$519,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$605,519CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$629,618CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$714,460CurrentTaxYearMinus1YearAmt
Current Tax Year$854,760CurrentTaxYearAmt
Total$3,324,087TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$219,032CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200,184CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$327,248CurrentTaxYearMinus1YearAmt
Current Tax Year$109,815CurrentTaxYearAmt
Total$874,179TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$537,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$824,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$829,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,041,708CurrentTaxYearMinus1YearAmt
Current Tax Year$964,575CurrentTaxYearAmt
Total$4,198,266TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$136,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,000CurrentTaxYearMinus1YearAmt
Current Tax Year$31,820CurrentTaxYearAmt
Total$290,497TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$136,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,000CurrentTaxYearMinus1YearAmt
Current Tax Year$31,820CurrentTaxYearAmt
Total$290,497TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,907,769PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24CurrentTaxYearMinus3YearsAmt
Total$46TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24CurrentTaxYearMinus3YearsAmt
Total$46TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$537,652CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$824,575CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$829,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,041,708CurrentTaxYearMinus1YearAmt
Current Tax Year$964,575CurrentTaxYearAmt
Total$4,198,312TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93080PublicSupportCY509Pct
Public Support PY5090.92250PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$760,005OtherCostOrOtherBasisAmt
Depreciation$324,758DepreciationAmt
Book Value$435,247BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$422,886OtherCostOrOtherBasisAmt
Depreciation$254,080DepreciationAmt
Book Value$168,806BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$604,053TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CC PAYABLE$16,373
PAYROLL PAYABLES$551
FieldValueIRS element (for citing)
Total Liability$16,924TotalLiabilityAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonNORMAN KADERLINPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$10,000TransactionAmt
TransactionPROVIDED CONSULTING SERVITransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (13 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)TRAINING1$21,936FMV
Yes (X)TRAINING1$11,670FMV
Yes (X)SERVICES1$26,000FMV
Yes (X)IT & WEB EXPENSE1$6,329FMV
Yes (X)OFFICE RENTAL1$6,000FMV
Yes (X)SPIRIT CORPS EXPENSE, AUTO EXP1$17,193FMV
Yes (X)DIGITAL EXPENSE1$6,850FMV
Yes (X)SERVICES1$26,600FMV
Yes (X)ON SCREEN CURRICULUM1$107,500FMV
Yes (X)ON SCREEN WEBSITE1$16,667FMV
Yes (X)ON SCREEN WEBSITE1$16,667FMV
Yes (X)ON SCREEN CURRICULUM1$65,000FMV
Yes (X)FUNDRAISE SERVICES1$29,950FMW
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bNo review was or will be conducted.
Form 990, Part VI, Section C, Line 19No documents available to the public.
Form 990, Part XI, Line 9= $97442
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHARTERFORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:SPIRIT SERIES -- a suite of history, language arts, positive values & character-building programs--served 3,004 4th to 11th grade students in 120 classrooms at 47 partner schools in California, Arizona, South Dakota and Maine during the 2024-25 school yeara 2% increase over 2023-24. Our drama-based program, SpiritSeries, delivered during regular school hours by Series staff and classroom teachers, served 2,167 students in grades 4 to 8. An additional 5,850 students and adults in these school communities also benefited by attending SpiritSeries play performances and summary discussions. SpiritCorps, our narrative writing, video storytelling and self-discovery curriculum for grades 7 to 11, was delivered online to 837 students. The organization's capacity was increased by $152,528 of in-kind services, including one hour of mentoring per student from 42 trained adult volunteer SpiritCorps Story Coaches.FORM 990, PART VI, LINE 11B - FORM 990 REVIEWFORM 990, PART VI, SECTION A, LINE 2:RICHARD AND LESLIE STRAUSS ARE MARRIED.FORM 990, PART VI, SECTION B, LINE 11B:THE ORGANIZATION PROVIDES A COMPLETE COPY OF THIS FORM 990 TO ALL BOARD MEMBERS BEFORE FILING.FORM 990, PART VI, SECTION B, LINE 12C:AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, SPIRIT SERIES, INC. ASKS WHETHER BOARD MEMBERS AND KEY EMPLOYEES HAVE HAD ANY MATERIAL CHANGE IN THEIR PERSONAL CIRCUMSTANCES THAT WOULD CONSTITUTE A VIOLATION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND KEY EMPLOYEES ARE IN POSSESSION OF SAID POLICY, HAVE SIGNED IT, AND ARE EXPECTED TO REMAIN FAMILIAR WITH ITS CONTENTS. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES WHEN ANY MATTERS COME BEFORE THE BOARD FOR WHICH THEY STAND TO GAIN FINANCIALLY.FORM 990, PART VI, SECTION B, LINE 15:THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CO-DIRECTOR INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AFTER CONSIDERATION OF ALL RELEVANT COMPARABILITY DATA. SUBSTANTIATION OF THE DELIBERATION AND DECISION IS RECORDED IN THEMEETING'S BOARD MINUTES WHICH ARE THEN APPROVED AT THE NEXT MEETING OF THE BOARD.FORM 990, PART VI, SECTION C, LINE 19:GOVERNING DOCUMENTS AVAILABLE UPON REQUEST

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