Arcadia Educational Foundation FY2020 filing

Arcadia, CA · Public charity (501(c)(3)) · Since 1981 · Education

✓ Tax-deductible Latest data FY2020
Revenue
$824K
Spent
$738K
To programs
85%
Net assets
$1.4M
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Form 990 for the fiscal year ending December 2020 (IRS tax year 2020).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Foundation funders?
1 funder — Ramona L English Foundation
$165K in the latest grant year.
Spent on programs?
85% to programs
Form 990 Part IX, latest filing.
Size and trend
$1–10M
Legal name (IRS)Hdr · item CArcadia Educational Foundation
EINHdr · item D95-3651495
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFOct 1981
Year of formationHdr · item L1981
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CArcadia, CA
NTEE classificationIRS BMFEducation (B20I)
WebsiteHdr · item Jwww.aefk12.org

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.14 Fundraising $0.01
Program services85%$626K
Management & general14%$103K
Fundraising1%$9K
Total functional expensesLn 25$738K

Financial health

Revenue & expenses by yearFY2020–FY2025
Revenue
$824K
FY2020
Expenses
$738K
FY2020
Program efficiency
85%
of spending reaches programs
Operating runway
24.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
+10%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$1.6M
FY2020
Total liabilities
$203K
FY2020
Revenue less expensesPt I · Ln 19$85K
Total assetsPt X · Ln 16$1.6M
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414

Balance Sheet

Part X · end of year
CashLn 1$1.3M
Total assetsLn 16$1.6M
Total liabilitiesLn 26$203K
Total net assetsLn 32$1.4M
Months of cash on handcomputed20.8

Statement of Revenue

Part VIII
Program service revenue$689K · 84%
Contributions & grants$125K · 15%
Investment income$7K · 1%
Program service revenue84%$689K
Contributions & grants15%$125K
Investment income1%$7K
Other revenue$2K
— government grantsLn 1e$125K
Total revenueLn 12$824K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.5M · Operating expenses/yr $738K
24.8 months
Where the money goes
Program services
Program services $626K · Total expenses $738K
85%
Management & General
Management & general $103K · Total expenses $738K
14%
Fundraising
Fundraising $9K · Total expenses $738K
1%
Cost to raise $1
Fundraising expense $9K · Solicited contributions $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $125K · Total revenue $824K
15%
Government reliance
Government grants $125K · Total revenue $824K
15%
Earned-income share
Program service revenue $689K · Total revenue $824K
84%
Investment reliance
Investment income $7K · Total revenue $824K
+0.9%
Program self-sufficiency
Program service revenue $689K · Total expenses $738K
93%
Growth & trend
Revenue growth (YoY)
This year $824K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $824K · Expenses $738K
+10%
Liabilities-to-Assets
Total liabilities — · Total assets $1.6M
—
Net-asset ratio
Net assets $1.4M · Total assets $1.6M
87%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $242K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.6M
15%
People & payroll
Highest Reported Total Compensation
Individual Miguel Cea · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $738K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $527K · Total expenses $738K
71%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%——
Overhead ratio 14%——
Fundraising cost ratio 7%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Assistant Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
See Arcadia Educational Foundation executive salaries →

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Funds Arcadia Unified School District programs to improve student learning and opportunities.

Provided by the organization

This section is blank until Arcadia Educational Foundation claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $626K of program spending, described in the organization's own filed words · FY2020.
01

Arcadia educational foundation, aef, works in partnership with the arcadia unified school district to identify high value funding opportunities in need of support and provides funding directly to the district to support those activities.

$626Kprogram expense

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$165K
Grants paid · 5 grants · $367K · 2020–2023
Arcadia Unified School DistrictFY2023$38,929
Arcadia Unified School DistrictFY2022$223,909
Arcadia Unified School DistrictFY2021$30,000
Arcadia Unified School DistrictFY2020$50,000
Unitemized GrantFY2020$24,242

Filing history

YearRevenueExpensesChangeFiling
FY2025 Latest $1.1M$962K+14% 990 PDF
FY2024 $950K$1.1M-11% 990 PDF
FY2023 $1.1M$1.3M-8% 990 PDF
FY2022 $1.2M$1.4M+20% 990 PDF
FY2021 $964K$812K+17% 990 PDF
FY2020 Viewing $824K$738K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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