INSTITUTE FOR THE REDESIGN OF LEARNING: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE REDESIGN OF LEARNING (EIN 95-2904053)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349310476
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T18:37:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952904053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR THE REDESIGN OF | BusinessNameLine1Txt |
| Business Name Line2 | LEARNING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 3233444269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR NANCY LAVELLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3233444269 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR NANCY LAVELLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,161,732 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REDESIGNLEARNING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES EDUCATIONAL, SOCIAL AND VOCATIONAL PROGRAMS TO CHILDREN AND YOUNG ADULTS WITH LEARNING, BEHAVIORAL AND EMOTIONAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 397 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $520,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $576,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,547,533 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,549,719 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,478 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,037 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,807 | PYOtherRevenueAmt |
| CY Other Revenue | $32,220 | CYOtherRevenueAmt |
| PY Total Revenue | $17,144,902 | PYTotalRevenueAmt |
| CY Total Revenue | $18,161,732 | 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 | $9,788,027 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,898,507 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,549,871 | PYOtherExpensesAmt |
| CY Other Expenses | $7,309,247 | CYOtherExpensesAmt |
| PY Total Expenses | $16,337,898 | PYTotalExpensesAmt |
| CY Total Expenses | $17,207,754 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $807,004 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $953,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,038,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,382,266 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,792,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,182,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,245,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,199,939 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EMPOWER AT-RISK INDIVIDUALS TO TAKE CHARGE OF THEIR OWN LEARNING AND BE COMPETENT, CARING MEMBERS OF SOCIETY; AND TO PROVIDE TRAINING OPPORTUNITIES FOR FAMILIES AND PROFESSIONALS TO SUPPORT THOSE EFFORTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,638,120 | ExpenseAmt |
| Revenue | $10,803,199 | RevenueAmt |
| Desc | MENTAL HEALTH - THE ALMANSOR CENTER: SINCE 1974, THE ALMANSOR CENTER HAS BEEN AN INNOVATIVE, CERTIFIED SCHOOL AND TRAINING FACILITY THAT HAS SUCCESSFULLY SERVED INFANTS, YOUTHS AND YOUNG ADULTS AT RISK FOR LEARNING, LANGUAGE, DEVELOPMENTAL, EMOTIONAL AND BEHAVIORAL PROBLEMS. OUR PROGRAMS HAVE HELPED THOUSANDS OF YOUNG PEOPLE OVERCOME SERIOUS DISABILITIES TO BECOME SUCCESSFUL LEARNERS AND ACHIEVE REWARDING, PRODUCTIVE LIVES. THE ALMANSOR CENTER PROVIDES A WIDE VARIETY OF MENTAL HEALTH SERVICES THAT INCLUDE SERVICES AT OUR NON-PUBLIC SCHOOL, OUTPATIENT SERVICES AT OVER 30 PUBLIC SCHOOL DISTRICTS, DUAL DIAGNOSED COUNSELING SERVICES, WHICH FOCUSES ON THE ENTIRE FAMILY UNIT, CASE MANAGEMENT SERVICES AT JUVENILE HALL, AND THERAPEUTIC DAY NURSERY FOR YOUNG CHILDREN. THESE SERVICES FOCUS ON INDIVIDUAL, FAMILY AND GROUP COUNSELING, SUBSTANCE ABUSE COUNSELING, PSYCHOTROPIC MEDICATION SUPPORT, PSYCHO-DIAGNOSTIC TESTING AND CRISIS INTERVENTION SERVICES. MANY OF THESE SERVICES ARE PERFORMED EITHER IN THE HOME, OR AT PUBLIC SCHOOL FACILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,389,227 | ExpenseAmt |
| Revenue | $4,196,004 | RevenueAmt |
| Desc | DAY SCHOOL:STUDENTS REFERRED TO THE ALMANSOR CENTER ARE UNABLE TO ACHIEVE ACADEMIC AND SOCIAL GOALS IN A TRADITIONAL CLASSROOM ENVIRONMENT. CHILDREN ARE REFERRED TO ALMANSOR BY OVER TWENTY SCHOOL DISTRICTS AND THREE REGIONAL CENTERS AS WELL AS THE DEPARTMENT OF REHABILITATION, THE DEPARTMENT OF MENTAL HEALTH, AND THE JUVENILE JUSTICE SYSTEM. EACH CLASSROOM OFFERS SMALL CLASS SIZES LIMITED TO TWELVE STUDENTS WITH A MINIMUM OF ONE TEACHER AND ONE TEACHER ASSOCIATE PER ROOM. AN INDIVIDUALIZED EDUCATION PROGRAM DEVELOPED FOR EACH CHILD ENSURES THAT CURRICULUM AND TEACHING METHODS MATCH STUDENT STRENGTHS AND PREFERRED LEARNING STYLES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,367,848 | ExpenseAmt |
| Revenue | $1,371,961 | RevenueAmt |
| Desc | TRANSITION AND ADULT SERVICES:THE GOAL OF THE ALMANSOR CENTER'S ADULT TRANSITION PROGRAM IS TO HAVE A CONSUMER SUCCESSFULLY ACHIEVE INDEPENDENT LIVING SKILLS AND/OR BECOME PLACED IN SUPPORTIVE OR COMPETITIVE EMPLOYMENT BY PARTICIPATING IN A ONE-TO-THREE RATIO COMMUNITY BASED GROUP IN THEIR COMMUNITY. PARTICIPANTS FORMULATE, IMPLEMENT AND EVALUATE PERSONAL PLANS AS THEY RELATE TO THE GOALS THEY HAVE IN SUCH AREAS AS PREVOCATIONAL / EMPLOYMENT SKILLS, INDEPENDENT LIVING, COMMUNITY USE AND MOBILITY, FINANCIAL INDEPENDENCE AND MONEY MANAGEMENT, SEXUALITY AND SELF ESTEEM, RECREATIONAL ACTIVITIES, AND HAVING FUN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $803,647 | $799,071 | EARLY EDUCATION:THE EARLY EDUCATION DEPARTMENT PROVIDES AN ATMOSPHERE THAT ENCOURAGES SOCIAL, PHYSICAL, EMOTIONAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF CHILDREN. THE PROGRAM IS BASED PRIMARILY ON THE DEVELOPMENTAL NEEDS, INTERESTS AND EXPERIENCES OF PRESCHOOL AGE CHILDREN. IT HAS BEEN CAREFULLY PLANNED TO INCLUDE A BALANCE OF QUIET AND ACTIVE PERIODS. ACADEMIC EXPOSURE IS OFFERED AT THE CHILD'S RATE OF INTELLECTUAL CURIOSITY AND ADVANCEMENT. WE STRIVE TO CREATE AN ATMOSPHERE THAT HELPS EACH CHILD BECOME AWARE OF THE KNOWLEDGE THAT HE OR SHE IS LOVED, IS OF INFINITE WORTH AND RESPECTS CULTURAL DIVERSITY OF ALL PEOPLE. |
| $514,394 | $379,484 | COMMUNITY OUTREACH:THE COMMUNITY OUTREACH DEPARTMENT SERVES ELIGIBLE CHILDREN IN HEAD START CLASSES. TEACHERS PROVIDE A VARIETY OF SERVICES THAT INCLUDE WORKING WITHIN THE HEAD START CLASSROOM ON AN ITINERANT BASIS TO HELP MEET THE NEEDS OF IDENTIFIED SPECIAL EDUCATION CHILDREN, FACILITATING GOALS WITH INDIVIDUAL CHILDREN, PROVIDING ONGOING OBSERVATIONS AND EVALUATIONS, AND WORKING WITH HEAD START AND DISTRICT STAFF TO SUPPORT THE TRANSITION FROM HEAD START TO KINDERGARTEN. THIS GRANT'S OBJECTIVE IS TO ENHANCE LIFE-SKILLS AND DECISION MAKING FOR AT-RISK YOUTH INCLUDING JUVENILE DELINQUENTS, PRE-DELINQUENTS AND YOUTH ON PROBATION SO THAT THEY CAN BE FULLY INTEGRATED INTO SOCIETY. ALMANSOR DIVERSION SPECIALISTS ENGAGE YOUTH IN A DIALOGUE OF SELF DISCOVERY THAT EMPHASIZES THAT THERE ARE NO RIGHT OR WRONG ANSWERS; THAT EACH RESPONSE IS A CLUE TO A STRATEGY FOR SUCCESS; THAT THEY ARE NOT ALONE; AND THAT THE DIVERSION SPECIALIST IS THERE TO HELP THE STUDENT ACHIEVE HIS OR HER GOALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,318,041 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,178,555 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,713,236 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 397 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | 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 | 0 | 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 | DR NANCY LAVELLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3233417777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 S FAIR OAKS AVENUE NO 300 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR NANCY LAVELLE | |||||||
| PRESIDENT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY LOUISE BUNKER | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN VANDERCOOK | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD DOTTS | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARA MENJIVAR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE STEINBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD TALT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE MCLEOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF GRAHAM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN ORTIZ-GILSTRAP | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD AMEY | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN SHRADER | |||||||
| CLINICAL DIRECTOR | 40.00 | $124,029 | $0 | $50,757 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $124,029 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOTAL EDUCATION SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 200 | AddressLine1Txt |
| City | SOUTH PASEDENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $7,356,220 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $576,756 | AllOtherContributionsAmt |
| Noncash Contributions | $463,060 | NoncashContributionsAmt |
| Total Contributions | $576,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MENTAL HEALTH SERVICES | 900099 | $10,803,199 | $10,803,199 |
| DAY SCHOOL | 900099 | $4,196,004 | $4,196,004 |
| TRANSITIONAL & ADULT | 900099 | $1,371,961 | $1,371,961 |
| EARLY EDUCATION SVCS | 900099 | $799,071 | $799,071 |
| COMMUNITY OUTRCH SVCS | 900099 | $379,484 | $379,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,549,719 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,037 | TotalRevenueColumnAmt |
| Exclusion | $3,037 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,220 | TotalRevenueColumnAmt |
| Exclusion | $32,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,220 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,161,732 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,549,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,257 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,005,000 | TotalAmt |
| Program Services | $7,745,471 | ProgramServicesAmt |
| Management And General | $259,529 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,180 | TotalAmt |
| Program Services | $153,180 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,344 | TotalAmt |
| Program Services | $1,182,344 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,983 | TotalAmt |
| Program Services | $557,983 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,723,131 | TotalAmt |
| Program Services | $3,723,131 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438 | TotalAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,599 | TotalAmt |
| Management And General | $76,599 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,486 | TotalAmt |
| Program Services | $157,179 | ProgramServicesAmt |
| Management And General | $20,307 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,781 | TotalAmt |
| Program Services | $823 | ProgramServicesAmt |
| Management And General | $2,958 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,548 | TotalAmt |
| Program Services | $102,002 | ProgramServicesAmt |
| Management And General | $11,546 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,252 | TotalAmt |
| Program Services | $388,610 | ProgramServicesAmt |
| Management And General | $20,642 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,143 | TotalAmt |
| Program Services | $833,551 | ProgramServicesAmt |
| Management And General | $22,592 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,449 | TotalAmt |
| Program Services | $167,782 | ProgramServicesAmt |
| Management And General | $2,667 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,267 | TotalAmt |
| Program Services | $31,196 | ProgramServicesAmt |
| Management And General | $37,071 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,485 | TotalAmt |
| Management And General | $59,485 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,015 | TotalAmt |
| Program Services | $303,954 | ProgramServicesAmt |
| Management And General | $4,061 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,240 | TotalAmt |
| Program Services | $155,689 | ProgramServicesAmt |
| Management And General | $20,551 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $840,651 | $651 | $840,000 |
| SUPPLIES | $82,061 | $82,016 | $45 |
| LICENSE AND FEES | $29,834 | $4,054 | $25,780 |
| EQUIPMENT RENTAL AND RE | $26,875 | $3,949 | $22,926 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,992 | TotalAmt |
| Program Services | $119,671 | ProgramServicesAmt |
| Management And General | $67,321 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,207,754 | TotalAmt |
| Program Services | $15,713,236 | ProgramServicesAmt |
| Management And General | $1,494,518 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,771 | BOYAmt |
| EOY | $2,116,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,189,494 | BOYAmt |
| EOY | $3,323,329 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,013 | BOYAmt |
| EOY | $201,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,532,127 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,392,662 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,740 | BOYAmt |
| EOY | $1,139,465 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220,287 | BOYAmt |
| EOY | $3,600,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038,705 | BOYAmt |
| EOY | $10,382,266 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,436 | BOYAmt |
| EOY | $771,731 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,308 | BOYAmt |
| EOY | $1,410,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,792,744 | BOYAmt |
| EOY | $2,182,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,932,430 | BOYAmt |
| EOY | $7,563,226 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,531 | BOYAmt |
| EOY | $636,713 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,245,961 | BOYAmt |
| EOY | $8,199,939 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038,705 | BOYAmt |
| EOY | $10,382,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $953,978 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,415,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,158,182 | DepreciationAmt |
| Book Value | $256,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,117,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,234,480 | DepreciationAmt |
| Book Value | $882,590 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,139,465 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $301,939 |
| DUE FROM RELATED PARTY | $3,298,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,600,792 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| Amt | $1,410,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,410,596 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,161,732 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,161,732 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,161,732 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,207,754 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,207,754 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,207,754 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS A NONPROFIT ORGANIZATION, THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAX CODE. ACCORDINGLY, THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES AND IS ALSO EXEMPT FROM STATE FRANCHISE TAXES. IN MAY 2012, THE INSTITUTE ORGANIZED WESTMORELAND ACADEMY AS A FLEXIBLE PURPOSE CORPORATION UNDER THE CORPORATE FLEXIBILITY ACT OF 2011. AS A FLEXIBLE PURPOSE CORPORATION, WESTMORELAND ACADEMY IS SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAXES AT THE APPLICABLE CORPORATE RATES. FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, INCOME TAX EXPENSE WAS INSIGNIFICANT. THE INSTITUTE RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE INSTITUTE IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL IS ESTABLISHED TO BENEFIT LOCAL SCHOOL DISTRICTS THAT DO NOT HAVE THE RESOURCES TO TEACH STUDENTS WITH DISABILITIES. THEY ARE INFORMED OF THE SCHOOL'S NONDISCRIMINATION POLICIES. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED A TOTAL OF $20,552,993 IN GOVERNMENT FUNDING FROM VARIOUS SCHOOL DISTRICTS AND GOVERNMENT AGENCIES DURING THE YEAR ENDING JUNE 30, 2017. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN SHRADER | PersonNm |
| Title | CLINICAL DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $124,029 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,702 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $35,055 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $174,786 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LAVELLE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | PRESIDENT OF FOUNDATION AND 100% SHAREHOLDER OF TOTAL EDUCATION SOLUTIONS | RelationshipDescriptionTxt |
| Transaction | $4,228,225 | TransactionAmt |
| Transaction | MANAGEMENT SERVICES - TOTAL EDUCATION SOLUTIONS (TES) PROVIDES MANAGEMENT SERVICES TO INSTITUTE FOR THE REDESIGN OF LEARNING (IRL). THE 100% SHAREHOLDER OF TES, NANCY LAVELLE, IS THE PRESIDENT OF IRL. DURING THE TAX YEAR ENDED JUNE 30, 2017, THE MANAGEMENT FEE PAID TO TES WAS BASED ON 20 PERCENT OF PROGRAM REVENUES. | TransactionDesc |
| Sharing Of Revenues | Yes (1) | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $463,060 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPRESENTS THE NUMBER OF DONORS WHO CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE INSTITUTE FOR THE REDESIGN OF LEARNING (IRL) HAS ENTERED INTO A MANAGEMENT AGREEMENT WITH TOTAL EDUCATION SOLUTIONS (TES). UNDER THE TERMS OF THE MANAGEMENT AGREEMENT, TES PROVIDES IRL WITH CONSULTING AND MANAGEMENT SERVICES INCLUDING ACCOUNTING, CUSTODIAL, AND MAINTENANCE SERVICES RELATING TO THE DEVELOPMENT OF NEW PROGRAMS, MARKETING, PUBLIC RELATIONS, FUNDRAISING, HUMAN RESOURCE DEVELOPMENT, RECRUITING, TECHNOLOGY, AND STUDENT TRANSPORTATION SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S TAX PREPARERS WORK CLOSELY WITH THE INDEPENDENT AUDITORS AND THE ORGANIZATION'S KEY PERSONNEL TO COMPLETE A THOROUGH AND ACCURATE FORM 990. ONCE COMPLETED, THE TAX RETURN IS SENT TO THE ORGANIZATION'S PRESIDENT FOR FINAL REVIEW AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS REVIEWS AND SIGNS THE CONFLICT OF INTEREST DECLARATION. ON THIS FORM THE MEMBER INDICATES ANY POTENTIAL CONFLICTS, AS DELINEATED BY THE CODE, OR INDICATES NONE EXIST, AND SIGNS. ALL CONFLICTS ARE REVIEWED BY AND DETERMINED BY THE BOARD PRESIDENT. BOARD MEMBERS ARE TO RECUSE THEMSELVES FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND/OR DECISIONS FOR SITUATIONS OR TRANSACTIONS IN WHICH THEY HAVE SUCH POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL DOES NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS (HUMAN RESOURCES DEPARTMENT), ANALYSIS OF MARKET COMPARABILITY DATA, AND WRITTEN DOCUMENTATION OF THE DELIBERATION AND DECISION PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PUBLIC CAN REQUEST AND RECEIVE COPIES OF THE ARTICLES OF INCORPORATION, BY-LAWS, AND AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VII, SECTION A | EDWARD AMEY IS NOT COMPENSATED BY THE ORGANIZATION. HE IS AN EMPLOYEE OF TOTAL EDUCATION SOLUTIONS, A MANAGEMENT COMPANY THAT PROVIDES IRL WITH CONSULTING AND MANAGEMENT SERVICES INCLUDING ACCOUNTING, CUSTODIAL, AND MAINTENANCE SERVICES RELATING TO THE DEVELOPMENT OF NEW PROGRAMS, MARKETING, PUBLIC RELATIONS, FUNDRAISING, HUMAN RESOURCE DEVELOPMENT, RECRUITING, TECHNOLOGY, AND STUDENT TRANSPORTATION SERVICES. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND ACADEMY FPC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WESTMORELAND PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455343398 | EIN |
| Primary Activities | EDUCATIONAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE REDESIGN OF LEARNING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND ACADEMY FPC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $3,298,853 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |