Provenance FY2020 filing

Duarte, CAUnknown exempt organization EIN 82-1672890Revenue $47.9M in FY2020Latest filing we have: 2021. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSDuarte, CA

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Provide a high standard of education to students through comprehensive curriculum suppored by energetic, dynamic , and caring teachers

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 82-1672890) · Dispute this line
50¢ of each $1 spent went to programs.
$2.6M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
The latest return is for FY2022, 4 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $366K a year · 2% of revenue · last 3 filings
A surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
50%
of spending
50% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
0.1 mo
of spending, in cash
0.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$42.3M
182% of total assets
Liabilities are 182% of assets.
Pt X · Ln 26
Independent board members
0
of 3 voting members
None of 3 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$47.9M
Spent
$50.2M
To programs
50%
Net assets
−$19.1M
By yearFY2020–FY2022
Revenue
$47.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$47.9M
FY2021$20.0M
FY2022$0
Expenses
$50.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$50.2M
FY2021$18.8M
FY2022$0
Net assets
−$19.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$19.1M
FY2021−$9.6M
FY2022$0

From the FY2020 Form 990 (year ending June 2020) · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

50 cents of each dollar spent went to programs.

Program services 50% · $25.3M Management & general 50% · $24.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $2.6M paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$441,236Pt VII · Sec A
Multi School Dir
$380,860Pt VII · Sec A
School Director
$344,550Pt VII · Sec A
Executive Team
$342,781Pt VII · Sec A
$233,081Pt VII · Sec A
$229,392Pt VII · Sec A
$222,503Pt VII · Sec A
$214,503Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2021FY2020
Herbert Nichols—$441,236
Erika Vanderspek—$380,860
Shari Erlendson—$344,550
Kimmi Buzzard$169,184$342,781
Steven Lawrence—$233,081
Amada Miranda—$229,392
Christopher Williams—$222,503
Kathryn Fagundo$181,151$214,503

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Provenance executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educate students with a comprehensive curriculum and caring, dynamic teachers.

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1 program · $25.3M · in their own filed words · FY2019
01

Provide a virtual curriculum model that emphasizes meeting individuals students needs for meeting the california common core state standards for their grade level

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 82-1672890) · Dispute this line
$25.3Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$47.9M
Ln 12
Gifts and grantsLn 1h$47.9M
Other incomeLn 4–11$4K
Money outPt IX
$50.2M
Ln 25
Programscol B$25.3M
Managementcol C$24.9M
Owns and owesPt X
−$19.1M
net assets · Ln 32
Cash and savingsLn 1–2$412K
Total assetsLn 16$23.3M
LiabilitiesLn 26$42.3M
PeoplePt VI, VII
12
listed · VII A
PaidVII A9
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$47.9M
Other incomeLn 4–11$4K
Gains on assetsLn 7$0
Total revenueLn 12$47.9M
Assets in detailPt X, end of year
CashLn 1$412K
Cash and savings togetherLn 1–2$412K
Accounts receivableLn 4$13.5M
Prepaid expenses and deferred chargesLn 9$3.0M
Land, buildings, equipmentLn 10c$5.1M
Other assetsLn 15$1.2M
Total assetsLn 16$23.3M
LiabilitiesLn 26$42.3M
Net assetsLn 32−$19.1M
OperationsPt I, VI
EmployeesI 5671
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$412K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$5.5M$5.1M
Total assetsLn 16$11.8M$23.3M
LiabilitiesLn 26$28.6M$42.3M
Net assetsLn 32−$16.8M−$19.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$456K$456K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$22.9M$15.4M$7.5M
Pension plan contributionsLn 8$687K$453K$234K
Other employee benefitsLn 9$3.8M$2.5M$1.3M
Payroll taxesLn 10$1.7M$1.1M$570K
Management feesLn 11a$5.5M$5.5M
Legal feesLn 11b$1.1M$1.1M
Accounting feesLn 11c$37K$37K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$1.8M$341K$1.5M
Advertising and promotionLn 12$112K$112K
Office expensesLn 13$603K$398K$205K
Information technologyLn 14$1.2M$806K$417K
RoyaltiesLn 15$0
OccupancyLn 16$3.3M$3.3M
TravelLn 17$241K$241K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$54K$54K
InterestLn 20$77K$77K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$190K$125K$65K
InsuranceLn 23$86K$86K
Other expenses (24a–d)Ln 24$6.2M$766K$5.5M
All other expensesLn 24e$54K$54K
Total functional expensesLn 25$50.2M$25.3M$24.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 LatestFiled with the IRS Oct 16, 2023 $0$0$0$0 990 PDF
FY2021Filed with the IRS May 16, 2022 $20.0M$18.8M$1.2M−$9.6M 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $47.9M$50.2M−$2.3M−$19.1M 990 PDF

Schedules filed Part IV

I · Grants J · Pay O · Explanations
See the full FY2020 990
Part I · Summary $47,919,004 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $17,779,686$47,914,708
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $5,268$4,296
I-12 Total revenuePrior year $17,784,954$47,919,004
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $21,847,179$29,542,178
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $12,670,927$20,651,115
I-18 Total expensesPrior year $34,518,106$50,193,293
I-19 Revenue less expensesPrior year −$16,733,152−$2,274,289
Part VI · Governance 0 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $47,919,004 across 8 lines filed
VIII-1f All other contributions, gifts and grants$47,914,708
VIII-1h Total contributions, gifts and grants$47,914,708
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $4,296$4,296
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $4,296$47,919,004
Part IX · Statement of functional expenses $50,193,293 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Management $455,584$455,584
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $15,421,246 · Management $7,509,442$22,930,688
IX-8 Pension plan contributionsPrograms $452,708 · Management $233,823$686,531
IX-9 Other employee benefitsPrograms $2,502,632 · Management $1,292,601$3,795,233
IX-10 Payroll taxesPrograms $1,103,953 · Management $570,189$1,674,142
IX-11a Management feesManagement $5,531,326$5,531,326
IX-11b Legal feesManagement $1,058,899$1,058,899
IX-11c Accounting feesManagement $37,024$37,024
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $340,657 · Management $1,479,359$1,820,016
IX-12 Advertising and promotionManagement $111,927$111,927
IX-13 Office expensesPrograms $397,521 · Management $205,318$602,839
IX-14 Information technologyPrograms $806,470 · Management $416,540$1,223,010
IX-15 Royalties$0
IX-16 OccupancyPrograms $3,341,349$3,341,349
IX-17 TravelManagement $241,117$241,117
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $54,227$54,227
IX-20 InterestManagement $77,393$77,393
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $125,312 · Management $64,724$190,036
IX-23 InsuranceManagement $85,731$85,731
IX-24 Other expenses (24a–d)Programs $766,083 · Management $5,456,216$6,222,299
IX-24e All other expensesPrograms $53,922$53,922
IX-25 Total functional expensesPrograms $25,311,853 · Management $24,881,440 · Fundraising $0$50,193,293
Part X · Balance sheet $23,257,400 assets, 22 lines filed
X-1 Cash, non-interest-bearing$412,046
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $5,847,020$13,494,316
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $235,522$3,038,573
X-10c Land, buildings and equipment, netStart of year $5,473,405$5,070,593
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $234,054$1,241,872
X-16 Total assetsStart of year $11,790,001$23,257,400
X-17 Accounts payable and accrued expensesStart of year $28,566,665$42,308,352
X-25 Other liabilities$1
X-26 Total liabilitiesStart of year $28,566,665$42,308,353
X-27 Net assets without donor restrictionsStart of year −$16,926,939−$19,050,953
X-32 Total net assets or fund balancesStart of year −$16,776,664−$19,050,953
X-33 Total liabilities and net assetsStart of year $11,790,001$23,257,400
Part XI · Reconciliation of net assets −$19,050,953 net assets at year end
XI-1 Total revenue$47,919,004
XI-2 Total expenses$50,193,293
XI-3 Revenue less expenses−$2,274,289
XI-4 Net assets at start of year−$16,776,664
XI-10 Net assets at end of year−$19,050,953

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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