2024-05-06T13:35:02-05:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2022-07-01 800025367 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN JAME 9843775200 4000 CENTREGREEN WAY 301 CARY NC 27513 SAMUEL HOUSTON EDD TREASURER 9843775200 2024-05-06 1 SAMUEL HOUSTON EDD XXX-XX-XXXX 1 LOWELL OAKLEY P00077654 9198792909 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAVAID E SIDDIQI PHD 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 18768876 0 X WWW.HUNT-INSTITUTE.ORG X 2001 NC TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 25 25 92 35 0 0 7937053 17342020 765615 1000519 267643 405144 18232 21193 8988543 18768876 797909 320808 0 0 4939765 6406705 0 0 216231 4522930 6182984 10260604 12910497 -1272061 5858379 11369627 18732509 731067 2272730 10638560 16459779 X TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 0 0 1447508 HUNT-KEAN LEADERSHIP FELLOWSTHE HUNT-KEAN LEADERSHIP FELLOWS (HK FELLOWS) PROGRAM BRINGS TOGETHER SENIOR, STATE-LEVEL POLITICAL LEADERS WHO HAVE THE SKILL AND WILL TO BE EFFECTIVE, REFORM-MINDED EDUCATION POLICYMAKERS IN THEIR STATES WITH LEADING MINDS IN EDUCATION, POLICY, AND POLITICS. THE HK FELLOWS CURRICULUM IS DESIGNED TO EQUIP PARTICIPANTS WITH THE KNOWLEDGE, RELATIONSHIPS, AND INSPIRATION THEY NEED TO ENGAGE IN CRITICAL CONVERSATIONS ABOUT EQUITY AND LEAD ON EDUCATION REFORM IN THEIR CURRENT ROLES AND AS THEY PURSUE HIGHER OFFICE. EACH COHORT INCLUDES AT LEAST 20 HK FELLOWS WITH EACH REPRESENTING A DIFFERENT STATE AND WITH THE COHORT MAINTAINING A BIPARTISAN BALANCE. 1277213 STATE ENGAGEMENTTHE HUNT INSTITUTE IS CURRENTLY PARTNERING WITH ILLINOIS, MISSOURI, NEW MEXICO, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, VIRGINIA, AND WEST VIRGINIA TO PROVIDE A SERIES OF PROGRAMMING DESIGNED TO BUILD THE CAPACITY OF STATE LEGISLATORS AS THEY TACKLE THE EDUCATION CHALLENGES FACING THEIR STATES. IN EACH OF ITS PARTNER STATES, THE INSTITUTE HOSTS A STATE LEGISLATORS RETREAT (SLR) AND OFFERS ONGOING LEARNING EXPERIENCES TO LEGISLATORS, SUCH AS REGIONAL VISITS TO INNOVATIVE AND IMPACTFUL PROGRAMS ACROSS THE COUNTRY AND/OR A POLICY DISCUSSION SERIES THAT, OVER THE SHARED EXPERIENCE OF A MEAL, SUCCESSFULLY CONNECTS A BIPARTISAN GROUP OF POLICYMAKERS WITH KEY NATIONAL EXPERTS IN EDUCATION POLICY.OUR WORK WITH CURRENT AND FORMER GOVERNORS CULMINATED WITH A GOVERNOR'S EDUCATION SYMPOSIUM IN UTAH. THE HUNT INSTITUTE IS CURRENTLY CONDUCTING A SCAN OF ADDITIONAL STATES AS IT LOOKS TO EXPAND THE SLR MODEL. NEW MEXICO WAS A NEW PARTNER STATE FOR THE INSTITUTE IN FY2023. 5790034 320808 1000519 CROSS-STATE TEAM ENGAGEMENTTHE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVENING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS FROM ACROSS THE EDUCATION CONTINUUM. OUR CONTENT TEAMS HAVE EXPERTISE IN EARLY CHILDHOOD, K12, EQUITY, AND HIGHER EDUCATION. THESE CONVENINGS CAN BE TOPICAL IN NATURE, SUCH AS THE 2023 LITERACY SUMMIT, OR GEARED TOWARD CONVENING STATE TEAMS COMPRISED OF GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION REPS, LEGISLATORS, AND OTHERS TO DISCUSS TOPICAL ISSUES ADDRESSING THE EDUCATION CONTINUUM. 8514755 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 74 0 92 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTOPER GEARING CPA 9843774992 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 JAVAID SIDDIQI PHD PRESIDENT & CEO 40.00 X 427373 0 25466 MICHELE JORDAN VICE PRESIDENT 40.00 X 201137 0 18117 DANIEL WUORI SENIOR DIRECTOR OF EARLY L 40.00 X 147176 0 12936 MADELINE SMITH PHD MANAGING DIRECTOR 40.00 X 121459 0 7078 ANNIE MCCRAY-GORE SENIOR DIRECTOR OF FINANCE & OPERATIONS 40.00 X 135784 0 935 ASHLEE CANTY DIRECTOR OF EQUITY INITIATIVES 40.00 X 127926 0 9429 SAMUEL HOUSTON INTERIM CHAIRMAN & TREASURER 4.00 X X 0 0 0 THE HONORABLE JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 THOMAS W LAMBETH VICE CHAIRMAN 2.00 X X 0 0 0 THE HONORABLE HOWARD N LEE SECRETARY 2.00 X X 0 0 0 GOVERNOR ROY BARNES BOARD MEMBER 1.00 X 0 0 0 RANDY BEST BOARD MEMBER 1.00 X 0 0 0 GOVERNOR DON CARCIERI BOARD MEMBER 1.00 X 0 0 0 ANDY COLE BOARD MEMBER 1.00 X 0 0 0 MIMI CLARKE CORCORAN BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE WALTER DALTON BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MITCH DANIELS BOARD MEMBER 1.00 X 0 0 0 GOVERNOR JIM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 ROBERT EAVES JR BOARD MEMBER 1.00 X 0 0 0 JOEL FLEISHMAN BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE LAURA WORLEY NOVEY BOARD MEMBER 1.00 X 0 0 0 DENISE FORTE BOARD MEMBER 1.00 X 0 0 0 MAURICE GREEN BOARD MEMBER 1.00 X 0 0 0 NANCY GUTIERREZ PHD BOARD MEMBER 1.00 X 0 0 0 J JACKSON HOKE BOARD MEMBER 1.00 X 0 0 0 ROBERT A INGRAM BOARD MEMBER 1.00 X 0 0 0 DEAN JUDITH KELLY PHD BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MICHAEL LEE BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE SUSAN MARTINEZ BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE PEDRO RIVERA BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE JAMIE WOODSON BOARD MEMBER 1.00 X 0 0 0 1160855 0 73961 6 0 1 0 0 17342020 17342020 SERVICE REVENUE 541900 1000519 1000519 1000519 405144 405144 MISCELLANEOUS REVENUE 541900 21193 21193 21193 18768876 1426856 0 0 320808 320808 433216 324912 64982 43322 4734424 2351742 2257872 124810 222635 115317 100074 7244 624231 323329 280592 20310 392199 203145 176293 12761 46485 46485 28932 28932 914533 668370 246163 137483 116 137367 280874 280874 1026120 869648 150845 5627 2388902 2272636 114109 2157 41639 41639 11089 11089 MATERIALS AND SUPPLIES 831621 708960 122661 EQUIPMENT 334588 267373 67215 OTHER EXPENSES 78857 78857 MISCELLANEOUS 47358 7478 39880 14503 2064 12439 12910497 8514755 4179511 216231 225793 1742908 8207028 8880402 2679989 5982498 73459 104645 34089 123188 245786 133410 132472 112376 16797 1786492 11369627 18732509 672789 448822 58278 1823908 731067 2272730 X 3938419 2265739 6700141 14194040 10638560 16459779 11369627 18732509 5858379 -37160 0 X X 0 1 X 1 0 X 4693329 5563745 6896448 7937053 17342020 42432595 4693329 5563745 6896448 7937053 17342020 42432595 12667521 29765074 152363 198645 204406 267643 405144 1228201 4865 5717 18232 21193 50007 43710803 2056496 0.68100 0.63280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25323 8775 16548 178011 84469 93542 42452 40166 2286 112376 SECURITY DEPOSIT 70536 RIGHT OF USE ASSETS (LEASES) 1715956 1786492 LEASE OBLIGATIONS - OPERATING 1823908 1823908 X 18731716 -37160 -37160 18768876 0 18768876 12910497 0 12910497 0 12910497 PART X, LINE 2: THE FOLLOWING IS AN EXCERPT FROM THE AUDITED FINANCIAL STATEMENTS OF JAMES B. HUNT, JR. INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FOUNDATION REGARDING UNCERTAIN TAX POSITIONS UNDER FIN 48: IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES, THE INSTITUTE HAS DETERMINED THAT ALL TAX POSITIONS TAKEN ARE HIGHLY CERTAIN. THE INSTITUTE HAS DETERMINED THAT NO UNRECOGNIZED TAX LIABILITY EXISTS. FUTHERMORE, THE INSTITUTE BELIEVES THERE IS NO MATERIAL INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS FOR THIS PERIOD. 1 TEACHORG INC 2443 FILLMORE ST 380-9883 SAN FRANCISCO CA 94115 250000 0 PUBLIC SERVICE AWARENESS CAMPAIGN NC DEPARTMENT OF HEALTH AND HUMAN SERVICES 2001 MAIL SERVICE CENTER RALEIGH NC 276992000 70808 0 PRESCHOOL DEVELOPMENT 2 X 0 0 0 0 0 0 0 0 0 JAVAID SIDDIQI PHD PRESIDENT & CEO 427373 0 0 0 0 0 24893 0 573 0 452839 0 0 0 MICHELE JORDAN VICE PRESIDENT 201137 0 0 0 0 0 17963 0 154 0 219254 0 0 0 DANIEL WUORI SENIOR DIRECTOR OF EARLY L 147176 0 0 0 0 0 12710 0 226 0 160112 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADVANCE OF FILING THE FORM 990, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AN ANNUAL QUESTIONNAIRE, REPORTING ANY CONFLICTS OF INTEREST THAT MIGHT EXIST. KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE, WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.