EDCHOICE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDCHOICE INC (EIN 35-1978359)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349306971
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:11:49+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351978359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EdChoice Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDCH | BusinessNameControlTxt |
| Phone | 3176810745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 2650 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert C Enlow | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 3176810745 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert C Enlow | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 2650 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,343,728 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDCHOICE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING EDUCATIONAL FREEDOM AND CHOICE FOR ALL AS A PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,323,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,667,186 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,980 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $109,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,900,711 | PYInvestmentIncomeAmt |
| CY Investment Income | $846,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,995 | PYOtherRevenueAmt |
| CY Other Revenue | $14,009 | CYOtherRevenueAmt |
| PY Total Revenue | $14,301,333 | PYTotalRevenueAmt |
| CY Total Revenue | $10,637,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,560,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,019,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,714,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,432,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $128,899 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $177,514 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $988,614 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,566,452 | PYOtherExpensesAmt |
| CY Other Expenses | $7,366,222 | CYOtherExpensesAmt |
| PY Total Expenses | $10,969,512 | PYTotalExpensesAmt |
| CY Total Expenses | $12,995,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,331,821 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,358,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,484,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,478,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,149,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,285,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,334,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,192,866 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,271,928 | ExpenseAmt |
| Grant | $175,000 | GrantAmt |
| Revenue | $109,388 | RevenueAmt |
| Desc | TRAINING AND OUTREACH: EDCHOICE, INC, UNDERTAKES NON-PARTISAN EDUCATIONAL TRAINING AND OUTREACH ACTIVITIES THAT INFORM THE PUBLIC, MEDIA AND POLICY MAKERS ON THE ISSUE OF EDUCATIONAL CHOICE AND ON EXISTING SCHOOL CHOICE PROGRAMS. THIS INCLUDES FORMAL TRAININGS, CONFERENCES, FACT-FINDING TRIPS, AND EDUCATIONAL BRIEFINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,023,509 | ExpenseAmt |
| Grant | $794,000 | GrantAmt |
| Desc | STATE PROGRAMS: EDCHOICE, INC, WORKS IN STATES AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE, PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS AND INDIVIDUALS. SERVICES INCLUDE: SPONSORING AND HOSTING INFORMATIONAL SYMPOSIUMS, TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES, EDUCATING LOCAL AND STATE ORGANIZATIONS ON EDUCATIONAL CHOICE PROGRAMS, PARENT EDUCATIONAL EFFORTS AND TRAINING, INFORMING MEDIA, PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION, AND SPONSORING VISITS BY EXPERT SPEAKERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,185,654 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | RESEARCH AND THOUGHT LEADERSHIP: EDCHOICE, INC, PRODUCES NON-PARTISAN RESEARCH AND PUBLICATIONS INTENDED TO INFORM THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE. TYPES OF RESEARCH AND EDUCATIONAL PUBLICATIONS INCLUDE: REVIEWING AND SYNTHESIZING EXISTING RESEARCH ON EDUCATIONAL CHOICE, SUCH AS THE ABC'S OF SCHOOL CHOICE AND INFORMATIONAL BROCHURES; CONDUCTING ORIGINAL STATE AND NATIONAL RESEARCH ON EDUCATIONAL CHOICE, SUCH AS STATE POLLING AND FISCAL AND ACADEMIC IMPACT STUDIES; AND PUBLISHING COMMENTARY PAPERS, WEBINARS AND BLOGS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,382 | ExpenseAmt |
| Desc | Legal Advocates: To safeguard choice programs for families, EdChoice, Inc. established EdChoice Legal Advocates (EdLA) in 2023 to engage directly in litigation efforts. EdLA provides legal representation and support to parents involved in school choice litigation across the nation. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $95,382 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $11,576,473 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle Stephens | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176810745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 2650 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DEVIN ANDERSON | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRED S KLIPSCH | |||||||||
| CHAIRMAN | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J SCOTT ENRIGHT | |||||||||
| VICE CHAIRMAN & SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C ENLOW | |||||||||
| PRESIDENT & CEO | 45.0 | 0.0 | Yes (X) | Yes (X) | $383,904 | $0 | $31,912 | ||
| DAVID D FRIEDMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED REAMS | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WALKER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA WALDEN-FORD | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $3,500 | $0 | $0 | |||
| WILLIAM J HUME | |||||||||
| DIRECTOR (END 1/23/23) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAREY E FOLCO | |||||||||
| VICE PRESIDENT OF OPERATIONS | 40.0 | 0.0 | Yes (X) | $184,783 | $0 | $20,008 | |||
| STEVEN HOLWERDA | |||||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.0 | 0.0 | $170,504 | $0 | $17,758 | Yes (X) | |||
| BRIAN MCGRATH | |||||||||
| V.P. OF EXTERNAL RELATIONS | 40.0 | 0.0 | $180,246 | $0 | $28,337 | Yes (X) | |||
| DREW CATT | |||||||||
| V.P. OF TRAINING | 40.0 | 0.0 | $142,979 | $0 | $33,789 | Yes (X) | |||
| LESLIE HINER | |||||||||
| VICE PRESIDENT- LEGAL AFFAIRS | 40.0 | 0.0 | $203,398 | $0 | $11,194 | Yes (X) | |||
| MARTIN LUEKEN | |||||||||
| DIRECTOR OF FISCAL RESEARCH | 40.0 | 0.0 | $154,289 | $0 | $25,842 | Yes (X) | |||
| PAUL DIPERNA | |||||||||
| V.P. OF RESEARCH & INNOVATION | 40.0 | 0.0 | $180,262 | $0 | $28,338 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,603,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,178 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PHILANTHROPIC LLC | ||||||||
| 119 N HIGH STREET | WEST CHESTER | PA | 19380 | CONSULTING SERVICES | $293,625 | |||
| ADARSH CONSULTANTS LIMITED | ||||||||
| RESEARCH CONSULTING | $152,750 | UNIT 26J BLDG 6500 CORK AIRPORT BUS | Cork | EI | ||||
| Heart and Mind Strategies LLC | ||||||||
| 5518 Collander Drive | Springfield | VA | 22151 | Consulting services | $117,800 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,667,186 | AllOtherContributionsAmt |
| Noncash Contributions | $10,495 | NoncashContributionsAmt |
| Total Contributions | $9,667,186 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE/EVENT REGISTRATION REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $109,388 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,388 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $109,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $839,839 | TotalRevenueColumnAmt |
| Exclusion | $839,839 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,713,306 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,706,591 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,715 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,715 | TotalRevenueColumnAmt |
| Exclusion | $6,715 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $14,009 | TotalRevenueColumnAmt |
| Exclusion | $14,009 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,009 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,637,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $860,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,000 | TotalAmt |
| Program Services | $1,019,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,369 | TotalAmt |
| Program Services | $443,206 | ProgramServicesAmt |
| Management And General | $143,977 | ManagementAndGeneralAmt |
| Fundraising | $225,186 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,836,775 | TotalAmt |
| Program Services | $2,603,336 | ProgramServicesAmt |
| Management And General | $115,646 | ManagementAndGeneralAmt |
| Fundraising | $117,793 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,398 | TotalAmt |
| Program Services | $63,588 | ProgramServicesAmt |
| Management And General | $2,818 | ManagementAndGeneralAmt |
| Fundraising | $2,992 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,594 | TotalAmt |
| Program Services | $405,788 | ProgramServicesAmt |
| Management And General | $22,442 | ManagementAndGeneralAmt |
| Fundraising | $33,364 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,461 | TotalAmt |
| Program Services | $213,810 | ProgramServicesAmt |
| Management And General | $16,830 | ManagementAndGeneralAmt |
| Fundraising | $21,821 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170 | TotalAmt |
| Management And General | $1,170 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,099 | TotalAmt |
| Management And General | $42,099 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,797 | TotalAmt |
| Program Services | $134,797 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,514 | TotalAmt |
| Fundraising | $177,514 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,241 | TotalAmt |
| Program Services | $2,000,186 | ProgramServicesAmt |
| Management And General | $49,224 | ManagementAndGeneralAmt |
| Fundraising | $25,831 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,128 | TotalAmt |
| Program Services | $219,707 | ProgramServicesAmt |
| Management And General | $1,377 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,740 | TotalAmt |
| Program Services | $160,281 | ProgramServicesAmt |
| Management And General | $16,140 | ManagementAndGeneralAmt |
| Fundraising | $13,319 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,253 | TotalAmt |
| Program Services | $122,013 | ProgramServicesAmt |
| Management And General | $8,715 | ManagementAndGeneralAmt |
| Fundraising | $14,525 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,123 | TotalAmt |
| Program Services | $699,900 | ProgramServicesAmt |
| Management And General | $644 | ManagementAndGeneralAmt |
| Fundraising | $15,579 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,197 | TotalAmt |
| Program Services | $120,197 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725,187 | TotalAmt |
| Program Services | $1,719,118 | ProgramServicesAmt |
| Management And General | $3,043 | ManagementAndGeneralAmt |
| Fundraising | $3,026 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696 | TotalAmt |
| Program Services | $651 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,009 | TotalAmt |
| Program Services | $42,475 | ProgramServicesAmt |
| Management And General | $2,825 | ManagementAndGeneralAmt |
| Fundraising | $4,709 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,763 | TotalAmt |
| Program Services | $23,348 | ProgramServicesAmt |
| Management And General | $1,656 | ManagementAndGeneralAmt |
| Fundraising | $2,759 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPONSORED EVENTS | $1,004,186 | $1,004,186 | ||
| MAILING AND PRINTING FEES | $597,716 | $267,969 | $1,595 | $328,152 |
| SPEAKER/MODERATOR FEES | $198,842 | $198,842 | ||
| STATE POLLING | $114,075 | $114,075 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,995,333 | TotalAmt |
| Program Services | $11,576,473 | ProgramServicesAmt |
| Management And General | $430,246 | ManagementAndGeneralAmt |
| Fundraising | $988,614 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,242 | BOYAmt |
| EOY | $608,863 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,970 | BOYAmt |
| EOY | $2,389,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,323 | BOYAmt |
| EOY | $188,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $562,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $369,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,178 | BOYAmt |
| EOY | $192,260 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,441,205 | BOYAmt |
| EOY | $16,222,973 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,737 | BOYAmt |
| EOY | $376,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,484,135 | BOYAmt |
| EOY | $20,478,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,746 | BOYAmt |
| EOY | $565,398 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $152,188 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,424 | BOYAmt |
| EOY | $567,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,170 | BOYAmt |
| EOY | $1,285,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,934,785 | BOYAmt |
| EOY | $18,046,477 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,180 | BOYAmt |
| EOY | $1,146,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,334,965 | BOYAmt |
| EOY | $19,192,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,484,135 | BOYAmt |
| EOY | $20,478,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,358,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,216,097 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,652,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,274,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,054,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,323,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,667,186 | CurrentTaxYearAmt |
| Total | $46,972,710 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,652,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,274,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,054,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,323,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,667,186 | CurrentTaxYearAmt |
| Total | $46,972,710 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,094,926 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,877,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $481,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $505,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $459,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $439,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $839,839 | CurrentTaxYearAmt |
| Total | $2,724,826 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,397 | CurrentTaxYearAmt |
| Total | $449,421 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,146,957 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8353 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0.0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Private Foundation509 | Yes (X) | PrivateFoundation509Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - CONFERENCE AND EVENT REGISTRATION, COLUMN A - 59035.0, COLUMN B - 123063.0, COLUMN C - 66951.0, COLUMN D - 76975.0, COLUMN E - 123397.0, COLUMN F - 449421.0; | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,885 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $132,677 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $140,562 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,435,911 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,576,473 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $728,824 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $182,206 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $514,413 | CurrentYearMinus3Amt |
| Current Year Minus2 | $623,574 | CurrentYearMinus2Amt |
| Current Year Minus1 | $631,316 | CurrentYearMinus1Amt |
| Current Year | $728,824 | CurrentYearAmt |
| Total | $2,498,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,747,190 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $49,616 | CurrentYearMinus3Amt |
| Current Year Minus2 | $223,818 | CurrentYearMinus2Amt |
| Current Year Minus1 | $251,864 | CurrentYearMinus1Amt |
| Current Year | $140,562 | CurrentYearAmt |
| Total | $665,860 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $128,603 | CurrentYearMinus3Amt |
| Current Year Minus2 | $155,894 | CurrentYearMinus2Amt |
| Current Year Minus1 | $157,829 | CurrentYearMinus1Amt |
| Current Year | $182,206 | CurrentYearAmt |
| Total | $624,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $936,798 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,261 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,079 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $7,885 | CurrentYearAmt |
| Total | $18,225 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, A LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION | FormAndLineReferenceDesc |
| Explanation | EDCHOICE, INC. IS NEVER INVOLVED IN POLITICAL CAMPAIGNS. THE PRIMARY ACTIVITY UNDERTAKEN BY EDCHOICE, INC. IS EDUCATIONAL IN NATURE. THE ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H) OF THE INTERNAL REVENUE CODE. CONSISTENT WITH AN ORGANIZATION EXEMPT UNDER CODE SECTION 501(C)(3) WITH "H ELECTION", THE ORGANIZATION ALSO UNDERTAKES ALLOWABLE AND LIMITED LOBBYING ACTIVITIES IN CERTAIN STATES TO AID IN THE PASSAGE OF LEGISLATION THAT ENABLES PARENTS TO RECEIVE AND DIRECT PUBLIC FUNDS IN ORDER TO CHOOSE THE BEST EDUCATIONAL SETTING FOR THEIR CHIDLREN, WHETHER THAT SETTING IS A PUBLIC SCHOOL, PRIVATE SCHOOL, CHARTER SCHOOL, AT HOME OR ONLINE. IN 2023, THESE ACTIVITIES INCLUDED ALLOCATING STAFF TIME FOR DIRECT LOBBYING TO STATE LEGISLATORS, ENGAGING CONSULTANTS TO ASSIST WITH LEGISLATIVE WORK, AND ENCOURAGING THE GENERAL PUBLIC TO SUPPORT SPECIFIC LEGISLATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,832 | DepreciationAmt |
| Book Value | $73,223 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,949 | DepreciationAmt |
| Book Value | $119,037 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $192,260 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $567,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $567,834 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,853,234 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,216,097 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $1,216,097 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,637,137 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,637,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,995,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,995,333 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,995,333 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 ASC 740 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | RESEARCH | SpecificServicesProvidedTxt |
| Region Total Expenditures | $152,750 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $152,750 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $152,750 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Philanthropic LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 N High Street | AddressLine1Txt |
| City | West Chester | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising consulting services including advice on strategy, research and direct mail | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $177,500 | RetainedByContractorAmt |
| Net To Organization | -$177,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $177,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$177,500 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b Highest paid fundraiser | FormAndLineReferenceDesc |
| Explanation | The organization engaged American Philanthropic, LLC. to provide fundraising consulting services including advice on strategy, research and direct mail. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The Childrens Scholarship Fund | |||||||
| 180 Loudon Street | Concord | NH | 03301 | 134002189 | 501(c)(3) | $90,000 | Support for education and outreach to increase awareness of New Hampshire's Education Freedom Accounts, including retaining an outreach coordinator. |
| Love Your School | |||||||
| 216 N 18th Street | Phoenix | AZ | 85007 | 845012487 | 501(c)(3) | $134,000 | Support for educational outreach to Arizona parents to increase their awareness of educational options and help them become school choice consumers. |
| Association of Christian Schools - Iowa | |||||||
| PO Box 12028 | Des Moines | IA | 50312 | 824037269 | 501(c)(3) | $20,000 | General suport for educational outreach and marketing efforts to expand and promote education choice and its benefits in Iowa. |
| PA Families For Education Choice Inc | |||||||
| 350 Towne Square Way 97798 | Brentwood | PA | 15227 | 882536665 | 501(c)(3) | $50,000 | General support for efforts to educate families about their school choice options in Pennsylvania. |
| Nevada Action for Choice Access | |||||||
| 6625 South Valley View Blvd | Las Vegas | NV | 89118 | 820930795 | 501(c)(3) | $25,000 | Support for educational outreach and training efforts by the National Microschooling Center to increase understanding and support of microschools. |
| Nevada Action for Choice Access | |||||||
| 6626 South Valley View Blvd | Las Vegas | NV | 89119 | 820930795 | 501(c)(3) | $25,000 | Support for a project to research details and necessary elements for successful implementation of a social impact bond or pay for success plan to support microschooling. |
| Opportunity Arkansas Foundation | |||||||
| 700 E 9th Street Suite 1K | Little Rock | AR | 72202 | 883938322 | 501(c)(3) | $50,000 | General support for educational activities to promote education choice and its benefits in Arkansas. |
| Harrisburg Families United | |||||||
| 3655 Chambers Hill Rd | Harrisburg | PA | 17111 | 853955843 | 501(c)(3) | $25,000 | Support for education and outreach on education choice and its benefits, and to increase support and awareness of education options in Pennsylvania. |
| Pride and Prejudice Inc | |||||||
| 53 Vine Street | Meriden | CT | 06451 | 844838414 | 501(c)(3) | $15,000 | Support for continued parent education and engagement efforts to increase understanding and awareness of education choice in Connecticut. |
| EdFit Indiana Inc | |||||||
| 7007 Royal Oakland Drive | Indianapolis | IN | 46236 | 815338341 | 501(c)(3) | $80,000 | Support for parent and community engagement efforts to increase awareness, knowledge, and access to school options and opportunities; as well as to support the launch of the Education Entrepreneurship Incubator Program. |
| Nevada Action for Choice Access (National Microschooling Center) | |||||||
| 6625 South Valley View Blvd | Las Vegas | NV | 89118 | 820930795 | 501(c)(3) | $30,000 | Support to build, develop and grow the Indiana microschooling community by undertaking efforts to identify, recruit, train and build microschool leaders in Indiana. |
| Cardinal Institute for West Virginia Policy Inc | |||||||
| PO Box 11495 | Charleston | WV | 25339 | 471932521 | 501(c)(3) | $100,000 | Support to continue and expand an awareness campaign for the Hope Scholarship, lead the charge to increase investment in the West Virginia native" education infrastructure, engage potential new providers, and facilitate innovation and the sharing of successful ideas across West Virginia. |
| KuriosEd Inc | |||||||
| 5156 Deer Creek Court | Indianapolis | IN | 46254 | 851951619 | 501(c)(3) | $75,000 | Support for continued work to engage and educate clergy and faith leaders in Indiana and Georgia about educational choice and reform. |
| National Black Caucus of State Legislators | |||||||
| 444 North Capitol Street NW | Washington | DC | 20001 | 521218832 | 501(c)(3) | $50,000 | Support to provide NBCSL members with a broader education and awareness of educational opportunity-related policies. |
| Opportunity Arkansas Foundation | |||||||
| 823 Parkway Street | Conway | AR | 72034 | 883938322 | 501(c)(3) | $50,000 | Support for education and outreach to Arkansas families and the public on the benefits of educational choice and to increase awareness of education choice programs in Arkansas. |
| Utah Education Fits All | |||||||
| 300 East 11800 South | Draper | UT | 84020 | 852895545 | 501(c)(3) | $100,000 | Support for educational activities including marketing and parent engagement for the Utah Fits All Choice program. |
| Iowa ACE 2023 | |||||||
| PO Box 12219 | Des Moines | IA | 50312 | 204240578 | 501(c)(3) | $65,000 | Support for efforts in education and outreach activities regarding ESA promotion and implementation and HACER efforts. |
| Palmetto Promise Institute | |||||||
| PO Box 12676 | Columbia | SC | 29211 | 263077338 | 501(c)(3) | $35,000 | Support for education and outreach on the new education choice program in South Carolina. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | EDCHOICE, INC. ACCEPTS APPLICATIONS FOR GRANTS THAT CONFORM TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE AND EDUCATIONAL MISSION. APPLICATIONS MUST INCLUDE A DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, PROJECT BUDGET, METHOD TO EVALUATE SUCCESS, BOARD OF DIRECTORS LIST, AND FINANCIAL STATEMENTS. THE EDCHOICE PROGRAM STAFF REVIEW THE REQUEST AND SUBMIT SUGGESTED GRANTS TO THE EXECUTIVE MANAGEMENT. AFTER APPROVAL, THE VICE PRESIDENT OF OPERATIONS REVIEWS THE REQUEST FOR PROPER DOCUMENTATION AND DRAFTS A GRANT AGREEMENT THAT REQUIRES ALL FUNDS BE USED IN FURTHERANCE OF A PERMISSIBLE ACTIVITY UNDER CODE SECTION 501(C)(3), WHICH IS THEN SIGNED BY THE GRANTEE, AND THE PAYMENT IS MADE. PROGRAM STAFF WORK CLOSELY WITH THE GRANTEE TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT AND ENSURE PROPER USE OF GRANT FUNDS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE PROJECT, INCLUDING HOW FUNDS WERE USED, IN A TIMELY MANNER AS REQUIRED BY THE GRANT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C ENLOW | ||||||||||||||
| PRESIDENT & CEO | $273,204 | $0 | $110,700 | $0 | $0 | $0 | $8,250 | $0 | $23,662 | $0 | $415,816 | $0 | $0 | $0 |
| CAREY E FOLCO | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS | $148,383 | $0 | $36,400 | $0 | $0 | $0 | $4,500 | $0 | $15,508 | $0 | $204,791 | $0 | $0 | $0 |
| STEVEN HOLWERDA | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $155,004 | $0 | $15,500 | $0 | $0 | $0 | $4,650 | $0 | $13,108 | $0 | $188,262 | $0 | $0 | $0 |
| LESLIE HINER | ||||||||||||||
| VICE PRESIDENT- LEGAL AFFAIRS | $188,698 | $0 | $14,700 | $0 | $0 | $0 | $5,700 | $0 | $5,494 | $0 | $214,592 | $0 | $0 | $0 |
| PAUL DIPERNA | ||||||||||||||
| V.P. OF RESEARCH & INNOVATION | $147,862 | $0 | $32,400 | $0 | $0 | $0 | $4,436 | $0 | $23,902 | $0 | $208,600 | $0 | $0 | $0 |
| BRIAN MCGRATH | ||||||||||||||
| V.P. OF EXTERNAL RELATIONS | $147,846 | $0 | $32,400 | $0 | $0 | $0 | $4,435 | $0 | $23,902 | $0 | $208,583 | $0 | $0 | $0 |
| MARTIN LUEKEN | ||||||||||||||
| DIRECTOR OF FISCAL RESEARCH | $126,289 | $0 | $28,000 | $0 | $0 | $0 | $3,789 | $0 | $22,053 | $0 | $180,131 | $0 | $0 | $0 |
| DREW CATT | ||||||||||||||
| V.P. OF TRAINING | $122,479 | $0 | $20,500 | $0 | $0 | $0 | $3,900 | $0 | $29,889 | $0 | $176,768 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | ROBERT C. ENLOW RECEIVED A PERFORMANCE PAYMENT WHICH WAS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS WAS A DISCRETIONARY BONUS BASED UPON FULFILLING THE MISSION OF THE ORGANIZATION, FOCUSING SPECIFICALLY ON PROGRAMMING, OPERATIONS AND FINANCIAL HEALTH OF THE ORGANIZATION. SOME EMPLOYEES RECEIVED A MERIT BONUS DETERMINED BY THE PRESIDENT AND CEO FOR EXCEPTIONAL WORK IN THEIR ROLES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. EDCHOICE BELIEVES THAT FAMILIES ARE BEST EQUIPPED TO MAKE K-12 SCHOOLING DECISIONS FOR THEIR CHILDREN. EDCHOICE, INC WORKS AT THE STATE LEVEL TO EDUCATE DIVERSE AUDIENCES ON THE BENEFITS OF HIGH-QUALITY EDUCATION CHOICE PROGRAMS. EDCHOICE, INC. IS THE INTELLECTUAL LEGACY OF MILTON AND ROSE D. FRIEDMAN, WHO FOUNDED THE ORGANIZATION IN 1996. |
| Form 990, Part III, Line 2 New program services | EdChoice established the EdChoice Legal Advocates (EdLA) division to provide legal representation and support to parents involved in school choice litigation across the nation. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 95,382 including grants of $) Legal Advocates: To safeguard choice programs for families, EdChoice, Inc. established EdChoice Legal Advocates (EdLA) in 2023 to engage directly in litigation efforts. EdLA provides legal representation and support to parents involved in school choice litigation across the nation. |
| Form 990, Part V, Line 1c COMPLIANCE WITH BACKUP WITHHOLDING RULES | EDCHOICE, INC. WAS NOT REQUIRED TO COMPLY WITH THE BACKUP WITHHOLDING RULES BECAUSE IT DID NOT MAKE REPORTABLE PAYMENTS TO VENDORS OR PAY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE VICE PRESIDENT OF OPERATIONS AND CONTROLLER. THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH EDCHOICE, INC. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE VICE PRESIDENT OF OPERATIONS. IN ADDITION, THE EXECUTIVE STAFF OF EDCHOICE, INC. ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF THE ORGANIZATION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. THE PURPOSE OF THE POLICY IS TO ENSURE THAT THE ORGANIZATION'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. ON JANUARY 23, 2023, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, MEETING AS A SEPARATE COMMITTEE EVALUATED THE COMPENSATION OF THE PRESIDENT/CEO, EVALUATED COMPARABILITY DATA, AND USED SUCH DATA TO SET HIS COMPENSATION FOR 2023. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VII, Section A, Line 4 REPORTABLE COMPENSATION | VIRGINIA WALDEN-FORD WORKS WITH THE ORGANIZATION AS PART OF THE EDCHOICE EXPERTS SPEAKERS BUREAU. THE BOARD OF DIRECTORS HAS REVIEWED THIS WORK IN RELATION TO THE CONFLICT OF INTEREST POLICY AND DETERMINED THE PAYMENT IS AN HONORARIUM FOR SPEAKING ENGAGEMENTS, AND IS NOT RELATED TO HER DUTIES AS A DIRECTOR. FURTHERMORE, THE BOARD OF DIRECTORS APPROVED SUCH PAYMENT, WITH VIRGINIA WALDEN-FORD NOT PRESENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VII, Section B, Line 1 INDEPENDENT CONTRACTORS | THE AMOUNT PAID TO AMERICAN PHILANTHROPIC, LLC AS AN INDEPENDENT CONTRACTOR IS FOR FUNDRAISING ($177,500) AND OTHER CONSULTING SERVICES ($116,125). |
| Form 990, Part IX, Line 11g Other Fees | Subscription Services - Total Expense: 254761, Program Service Expense: 234523, Management and General Expenses: 12788, Fundraising Expenses: 7450; Independent Contractors - Total Expense: 1368291, Program Service Expense: 1353196, Management and General Expenses: 13390, Fundraising Expenses: 1705; Consultants - Total Expense: 430544, Program Service Expense: 403989, Management and General Expenses: 10705, Fundraising Expenses: 15850; Editing and Writing - Total Expense: 9064, Program Service Expense: 8478, Management and General Expenses: , Fundraising Expenses: 586; Other Professional - Total Expense: 12581, Program Service Expense: , Management and General Expenses: 12341, Fundraising Expenses: 240; |
| Schedule F, Part I, Line 2 MONITORING THE USE OF GRANTS OUTSIDE THE US | EDCHOICE DOES NOT AWARD ANY GRANTS OUTSIDE OF THE US. THE ONLY PAYMENTS MADE OUTSIDE THE US WERE FOR AN INDEPENDENT CONTRACTOR FOR RESEARCH SERVICES IN FURTHERANCE OF EDCHOICE'S EXEMPT PURPOSE. |