2025-06-11T15:34:12-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-08-01 943205455 PARTNERS IN SCHOOL INNOVATION PART 4158246196 2041 EAST ST SUITE 132 CONCORD CA 94520 DEREK MITCHELL CEO 4158246196 2025-06-10 1 1 MEI-LI HUANG P02383735 6268577300 2025-06-10 2023 2025-03-06 01:10:19Z X DEREK MITCHELL 2041 EAST ST SUITE 132 CONCORD CA 94520 8039564 0 X WWW.PARTNERSINSCHOOLS.ORG X 1994 CA TRANSFORM TEACHING AND LEARNING TO ENSURE EVERY STUDENT THRIVES, REGARDLESS OF BACKGROUND. 13 12 38 12 0 0 4544475 3450948 1662291 2429915 104075 120139 19379 -18298 6330220 5982704 0 0 0 0 5310265 4736575 0 0 320761 1015762 1091019 6326027 5827594 4193 155110 2533908 2897382 893010 1130739 1640898 1766643 TO TRANSFORM TEACHING AND LEARNING IN THE LOWEST-PERFORMING PUBLIC SCHOOLS SO THAT EVERY STUDENT, REGARDLESS OF BACKGROUND, THRIVES. 0 0 4313463 0 2429915 PROVIDE ON-SITE CHANGE LEADERS WHO ENGAGE SCHOOL STAFF IN INTENSIVE, RESULTS-ORIENTED, CONTINUOUS IMPROVEMENT THAT ENABLES SCHOOL STAFF FIRST TO LEARN HOW TO ACCELERATE THE LEARNING OF THEIR STUDENTS AND SECOND HOW TO SUSTAIN CONTINUOUS IMPROVEMENT AFTER OUR PARTNERSHIP WITH SCHOOLS IN LOW-INCOME COMMUNITIES NATIONALLY. 4313463 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ROBERT D BOUDROW 4158246196 2041 EAST ST SUITE 132 CONCORD CA 94520 DEREK MITCHELL CHIEF EXECUTIVE OFFICER 40.00 X X 269243 0 22126 CHRISTOPHER THORN CHIEF OF PARTNERSHIPS & STRATEGY 40.00 X 198218 0 36670 ROBERT BOUDROW CHIEF BUSINESS OFFICER 40.00 X 191563 0 30289 EDDIE SCRUGGS SMITH CHIEF OF PROGRAM IMPLEMENTATION 40.00 X 150561 0 36286 SANEE NASHASHIBI CHIEF OF PROGRAM INNOVATION 40.00 X 159412 0 22589 SHAWN NEALY OPARAH BAY AREA MANAGER 40.00 X 152154 0 19159 MILTON MA DATA SYSTEMS DIRECTOR 40.00 X 133933 0 22494 MICHAEL HORNSBY CHAIR 1.00 X X 0 0 0 JENNIFER CHEATHAM VICE CHAIR 1.00 X X 0 0 0 JOYCE MONTGOMERY TREASURER 1.00 X X 0 0 0 JULIEN PHILLIPS SECRETARY 1.00 X X 0 0 0 CHRIS CHANG DIRECTOR 1.00 X 0 0 0 SHARMEEN BROWAREK CHAPP DIRECTOR 1.00 X 0 0 0 KRISTIN CHEN DIRECTOR 1.00 X 0 0 0 NIKET DESAI DIRECTOR 1.00 X 0 0 0 PAUL GOREN DIRECTOR 1.00 X 0 0 0 JENNIFER O'DAY PHD DIRECTOR 1.00 X 0 0 0 FRANCES TESO DIRECTOR 1.00 X 0 0 0 ZACH BARULICH DIRECTOR 1.00 X 0 0 0 1255084 0 189613 25 0 1 0 SCRUBBEDNET LLC ONE SANSOME STREET SUITE 3500 PMB SAN FRANCISCO CA 94104 ACCOUNTING AND FINANCE SERVICES 107958 1 353830 283972 2813146 241330 3450948 SCHOOL & DIST. SERV. FEES 900099 2429915 2429915 2429915 85668 85668 1410 1410 2068108 2033637 34471 34471 34471 0 353830 23223 -23223 -23223 OTHER REVENUE 900099 3515 3515 3515 5982704 2429915 0 101841 510761 398393 81723 30645 3442260 2681870 549653 210737 157626 113904 15168 28554 329116 288385 31761 8970 296812 236575 42053 18184 8513 8513 134511 134511 538210 332201 202053 3956 2013 1684 329 8772 3876 4362 534 109406 83260 22947 3199 14570 14570 129469 104610 12927 11932 40614 31472 5421 3721 16896 16896 12199 12199 30077 30077 OTHER EXPENSES 45769 37233 8536 5827594 4313463 1193370 320761 319571 185512 1879893 2333334 93087 80466 161739 9797 55692 26543 0 472 250003 23454 11727 2533908 2897382 363580 301013 5000 317328 500000 500000 24430 12398 893010 1130739 X 429959 1583851 1210939 182792 1640898 1766643 2533908 2897382 155110 3 -29368 0 X X 0 1 X 1 0 X 3130221 4873902 5224906 4544475 3450948 21224452 3130221 4873902 5224906 4544475 3450948 21224452 13553792 7670660 0 0 2908 56370 87078 146356 11758 5594 10201 14913 3515 45981 21416789 8306633 0.35820 0.36550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 11,758. 2020 AMOUNT: $ 5,594. 2021 AMOUNT: $ 10,201. 2022 AMOUNT: $ 14,913. 2023 AMOUNT: $ 3,515. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FIDELITY SHORT-TERM INVESTMENTS 250003 F 250003 FINANCING LEASE LIABILITY 12398 12398 X 6005930 3 23223 23226 5982704 0 5982704 5850817 23223 23223 5827594 0 5827594 PART X, LINE 2: PSI 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 SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. PSI IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. PSI FILES EXEMPT RETURNS AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,223. LOS ANGELES FRIENDRAISER 353830 353830 3219 20004 353830 353830 3219 20004 23223 -23223 X X X X 0 0 0 0 0 0 0 0 0 DEREK MITCHELL CHIEF EXECUTIVE OFFICER 269243 0 0 0 0 0 13462 0 8664 0 291369 0 0 0 CHRISTOPHER THORN CHIEF OF PARTNERSHIPS & STRATEGY 198218 0 0 0 0 0 10561 0 26109 0 234888 0 0 0 ROBERT BOUDROW CHIEF BUSINESS OFFICER 191563 0 0 0 0 0 9709 0 20580 0 221852 0 0 0 EDDIE SCRUGGS SMITH CHIEF OF PROGRAM IMPLEMENTATION 150561 0 0 0 0 0 6934 0 29352 0 186847 0 0 0 SANEE NASHASHIBI CHIEF OF PROGRAM INNOVATION 159412 0 0 0 0 0 7909 0 14680 0 182001 0 0 0 SHAWN NEALY OPARAH BAY AREA MANAGER 152154 0 0 0 0 0 7745 0 11414 0 171313 0 0 0 MILTON MA DATA SYSTEMS DIRECTOR 133933 0 0 0 0 0 6722 0 15772 0 156427 0 0 0 X 1 241330 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS, AND DIRECTORS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL DESIGNATED EMPLOYEES AND COMMON DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS, AS WELL AS WHEN THEY ARISE. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. ANY QUESTIONS OF A CONFLICT ARE ADDRESSED WITH THE DESIGNATED EMPLOYEE, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY MATERIAL FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE ORGANIZATION WILL NOT ENTER INTO ANY CONTRACT OR TRANSACTION IN WHICH A DESIGNATED EMPLOYEE HAS A MATERIAL INTEREST OR THERE WILL BE LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS WITHIN DISCUSSION AND VOTING. ALL DELIBERATION AND DECISIONS ARE RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (MINUS THE CEO) SERVES AS OUR COMPENSATION COMMITTEE. THEY ARE CONSULTED ON COMPENSATION CHANGES FOR THE CEO. IN ADDITION, WE RELY UPON SIMILAR EDUCATION NONPROFIT ORGANIZATION'S FORM 990, COMPENSATION SURVEYS IN OUR SECTOR, AND FINALLY APPROVAL BY THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.