ALDER GRADUATE SCHOOL OF EDUCATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALDER GRADUATE SCHOOL OF EDUCATION (EIN 47-4649648)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201941359349307284
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:01:44-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474649648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDER GRADUATE SCHOOL OF EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALDE | BusinessNameControlTxt |
| Phone | 6503623997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2946 BROADWAY ST SUITE B | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA BONNY COO CFO | PersonNm |
| Person Title | COO/CFO | PersonTitleTxt |
| Phone | 6503623997 | PhoneNum |
| Signature | 2019-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DERRICK DE BRUYNE | PreparerPersonNm |
| PTIN | P00591016 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2019-02-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-25 | IPDt |
| IP Tm | 08:57:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A4258E81CFDAF8D2EB0B087E0B1D06A6AB531159 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F611F2D73B6157560E24B3645F2D8F06CDBE4C04 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MONICA BONNY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2946 BROADWAY ST SUITE B | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,110,411 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE OPPORTUNITY AND CULTIVATE SUCCESS FOR EVERY STUDENT BY RECRUITING AND EDUCATING EXCELLENT TEACHERS AND LEADERS WHO REFLECT OUR SCHOOLS' COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $823,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,595,411 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $308,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $509,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $445 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,132,133 | PYTotalRevenueAmt |
| CY Total Revenue | $6,110,411 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,169,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,149,173 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $143,544 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $990,559 | PYOtherExpensesAmt |
| CY Other Expenses | $1,555,214 | CYOtherExpensesAmt |
| PY Total Expenses | $3,159,885 | PYTotalExpensesAmt |
| CY Total Expenses | $3,704,387 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,027,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,406,024 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,283,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,707,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $386,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $403,944 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,897,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,303,197 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CREATE OPPORTUNITY AND CULTIVATE SUCCESS FOR EVERY STUDENT BY RECRUITING AND EDUCATING EXCELLENT TEACHERS AND LEADERS WHO REFLECT OUR SCHOOLS' COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,930,365 | ExpenseAmt |
| Revenue | $509,784 | RevenueAmt |
| Desc | ALDER GRADUATE SCHOOL OF EDUCATION WORKS TO SUPPORT EDUCATION ORGANIZATIONS IN DEVELOPING THEIR TEACHER, PRINCIPAL AND/OR LEADER PIPELINES; TO SERVE AS AN EDUCATIONAL ORGANIZATION PROVIDING SUPPORT AND SERVICES TO STUDENTS THROUGH COURSE INSTRUCTION AT THE POST-SECONDARY LEVEL TOWARDS POSTGRADUATE DEGREES, CERTIFICATIONS AND CONTINUING EDUCATION, IN PARTICULAR FOR TEACHERS, PRINCIPALS, AND LEADERS; TO PROVIDE TRAINING AND DEVELOPMENT FOR MENTORS; TO PROVIDE EDUCATIONAL FORUMS, CLASSES, WORKSHOPS, TRAININGS, RESOURCES, SUPPORT, OPPORTUNITIES AND OTHER CHARITABLE ACTIVITIES TO PROMOTE EDUCATION AND LEARNING; AND TO PROVIDE JOB TRAINING, IN PARTICULAR FOR THOSE IN LOW-INCOME AND SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES. | Desc |
| Total Program Service Expenses | $2,930,365 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONICA BONNY COOCFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503623997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2946 BROADWAY ST SUITE B | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BERNIE GIFFORD PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENJI HAKUTA PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY K HART | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE HUME PHD | |||||||
| CHAIRPERSON | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSANNA LOEB PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STU MCLAUGHLIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SID SMITH JD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAYNE SPALTEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE VOORHIS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES WILLCOX | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON WILLIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NIMMI CHILAMKURTI | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HEATHER KIRKPATRICK | |||||||
| PRESIDENT & CEO | 40.00 | $238,400 | $0 | $43,530 | Yes (X) | ||
| MONICA BONNY | |||||||
| COO/CFO / FORMER SECRETARY | 40.00 | $164,050 | $0 | $16,758 | Yes (X) | ||
| NATHANAEL E MONLEY | |||||||
| DEAN | 40.00 | $154,336 | $0 | $33,363 | Yes (X) | ||
| DAN WRIGHT | |||||||
| SENIOR RESEARCH ANALYST | 40.00 | $126,875 | $0 | $7,841 | Yes (X) | ||
| GLORIA HASSEL | |||||||
| SENIOR DIRECTOR OF DIVERSITY | 40.00 | $126,821 | $0 | $43,649 | Yes (X) | ||
| KRISTIN ALVAREZ | |||||||
| DIRECTOR OF RESEARCH | 40.00 | $110,015 | $0 | $13,304 | Yes (X) | ||
| MARCIE SWAN | |||||||
| DIRECTOR, ALDER TEACHER RESIDENCY | 40.00 | $101,574 | $0 | $11,478 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,022,071 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,923 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,595,411 | AllOtherContributionsAmt |
| Total Contributions | $5,595,411 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $509,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $509,784 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $509,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,216 | TotalRevenueColumnAmt |
| Exclusion | $5,216 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,110,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $509,784 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,216 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,604 | TotalAmt |
| Program Services | $392,540 | ProgramServicesAmt |
| Management And General | $61,852 | ManagementAndGeneralAmt |
| Fundraising | $28,212 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,969 | TotalAmt |
| Program Services | $1,024,232 | ProgramServicesAmt |
| Management And General | $167,795 | ManagementAndGeneralAmt |
| Fundraising | $77,942 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,042 | TotalAmt |
| Program Services | $121,353 | ProgramServicesAmt |
| Management And General | $14,853 | ManagementAndGeneralAmt |
| Fundraising | $5,836 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,379 | TotalAmt |
| Program Services | $111,388 | ProgramServicesAmt |
| Management And General | $13,634 | ManagementAndGeneralAmt |
| Fundraising | $5,357 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,179 | TotalAmt |
| Program Services | $106,092 | ProgramServicesAmt |
| Management And General | $12,985 | ManagementAndGeneralAmt |
| Fundraising | $5,102 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717 | TotalAmt |
| Management And General | $717 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,575 | TotalAmt |
| Management And General | $16,575 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,942 | TotalAmt |
| Management And General | $11,942 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,655 | TotalAmt |
| Program Services | $240,699 | ProgramServicesAmt |
| Management And General | $62,142 | ManagementAndGeneralAmt |
| Fundraising | $3,814 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,769 | TotalAmt |
| Program Services | $103,199 | ProgramServicesAmt |
| Management And General | $14,552 | ManagementAndGeneralAmt |
| Fundraising | $4,018 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735 | TotalAmt |
| Program Services | $369 | ProgramServicesAmt |
| Management And General | $213 | ManagementAndGeneralAmt |
| Fundraising | $153 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,932 | TotalAmt |
| Program Services | $40,466 | ProgramServicesAmt |
| Management And General | $39,805 | ManagementAndGeneralAmt |
| Fundraising | $661 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,718 | TotalAmt |
| Program Services | $25,099 | ProgramServicesAmt |
| Management And General | $1,850 | ManagementAndGeneralAmt |
| Fundraising | $1,769 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,450 | TotalAmt |
| Program Services | $114,991 | ProgramServicesAmt |
| Management And General | $11,779 | ManagementAndGeneralAmt |
| Fundraising | $10,680 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,114 | TotalAmt |
| Program Services | $11,057 | ProgramServicesAmt |
| Management And General | $11,057 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PAYMENTS TO ASPIRE PUBL | $586,470 | $445,970 | $140,500 |
| PAYMENTS TO KIIP | $102,116 | $81,693 | $20,423 |
| UOP RESIDENT TRAVEL & M | $89,021 | $71,217 | $17,804 |
| PAYMENTS TO MONTEREY PE | $50,000 | $40,000 | $10,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,704,387 | TotalAmt |
| Program Services | $2,930,365 | ProgramServicesAmt |
| Management And General | $630,478 | ManagementAndGeneralAmt |
| Fundraising | $143,544 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,098 | BOYAmt |
| EOY | $3,285,102 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,696,887 | BOYAmt |
| EOY | $2,186,134 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,279 | BOYAmt |
| EOY | $235,905 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,283,399 | BOYAmt |
| EOY | $5,707,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,596 | BOYAmt |
| EOY | $166,005 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,630 | BOYAmt |
| EOY | $237,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,226 | BOYAmt |
| EOY | $403,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,198 | BOYAmt |
| EOY | $893,117 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,975 | BOYAmt |
| EOY | $4,410,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,897,173 | BOYAmt |
| EOY | $5,303,197 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,283,399 | BOYAmt |
| EOY | $5,707,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,406,024 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,917,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $823,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,595,411 | CurrentTaxYearAmt |
| Total | $13,335,866 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,917,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $823,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,595,411 | CurrentTaxYearAmt |
| Total | $13,335,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,432,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,903,190 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,217 | CurrentTaxYearAmt |
| Total | $5,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,341,528 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,411,311 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED LIABLITIES | $225,608 |
| DEFERRED RENT | $12,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $237,939 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,221,480 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $111,068 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $111,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,110,412 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,110,412 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,815,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $111,068 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $111,068 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,704,388 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,704,388 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUBSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATHER KIRKPATRICK | ||||||||||||||
| PRESIDENT & CEO | $238,400 | $0 | $0 | $0 | $0 | $0 | $29,256 | $0 | $14,274 | $0 | $281,930 | $0 | $0 | $0 |
| MONICA BONNY | ||||||||||||||
| COO/CFO / FORMER SECRETARY | $164,050 | $0 | $0 | $0 | $0 | $0 | $16,758 | $0 | $0 | $0 | $180,808 | $0 | $0 | $0 |
| NATHANAEL E MONLEY | ||||||||||||||
| DEAN | $154,336 | $0 | $0 | $0 | $0 | $0 | $16,609 | $0 | $16,754 | $0 | $187,699 | $0 | $0 | $0 |
| GLORIA HASSEL | ||||||||||||||
| SENIOR DIRECTOR OF DIVERSITY | $126,821 | $0 | $0 | $0 | $0 | $0 | $14,987 | $0 | $28,662 | $0 | $170,470 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | ANY COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD OR THE BYLAWS, SHALL HAVE ALL THE AUTHORITY OF THE BOARD. THERE ARE FOUR STANDING COMMITTEES INCLUDING: AUDIT, FINANCE, GOVERNANCE AND NOMINATING, AND ACADEMIC AFFAIRS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ASKS DIRECTORS AND OFFICERS TO SIGN AN ANNUAL STATEMENT OF COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO: THE CFO AND A BOARD MEMBER GATHERED COMPENSATION DATA ON CEO OF COMPARABLE ORGANIZATIONS. THIS WAS REVIEWED AND DISCUSSED ALONG WITH THE PERFORMANCE OF CEO BASED ON GOALS SET FORTH AT BEGINNING OF YEAR. OTHER EMPLOYEES: EACH YEAR IN ADVANCE OF THE MAY BOARD MEETING, THE CEO WILL REVIEW OFFICERS COMPENSATION COMPARED TO MARKET, THE OFFICER'S QUALIFICATION, AND THE ORGANIZATION EXPECTED BUDGET FOR THE FOLLOWING YEAR TO PRESENT FINAL SALARIES TO BE APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES FROM PREVIOUS YEAR |