2024-11-15T09:16:59-06:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-01-01 831400442 PARTNERSHIP FOR EDUCATION ADVANCEMENT INC PART 2128938821 499 PARK AVENUE 27TH FLOOR NEW YORK NY 10022 JAMES RUNCIE EXECUTIVE DIRECTOR 2128938821 2024-11-14 1 0 MICHAEL WALLACE P00881958 2126972299 2023 2024-10-15 13:58:12Z JAMES RUNCIE 499 PARK AVENUE 27TH FLOOR NEW YORK NY 10022 12080290 0 X HTTPS://WWW.EDADVANCEMENT.ORG X 2018 DE THE PARTNERSHIP FOR EDUCATION ADVANCEMENT IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION COMMITTED TO SUPPORTING SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARILY SERVE LOW-INCOME, FIRST-GENERATION, AND UNDER-RESOURCED STUDENTS AND FAMILIES. WE ARE DEDICATED TO THE FOLLOWING PRINCIPLES AS WE CARRY OUT OUR MISSION:- OUR RESOURCES AND INVESTMENTS ALIGN WITH STUDENTS' FUTURE SUCCESS IN EVIDENT AND MEASURABLE WAYS.- WE MUST ACKNOWLEDGE AND UPHOLD THE CAPACITY OF MINORITY SERVING INSTITUTIONS, INCLUDING HBCUS, TO LEAD EQUITY EFFORTS.- TRANSFORMATION REQUIRES SOLUTIONS THAT ARE SUSTAINABLE, SCALABLE, AND BROADLY ADOPTABLE 6 5 38 0 0 0 23828572 11338922 0 0 2851 119154 0 214 23831423 11458290 2156708 5093646 0 0 3813428 5267889 0 0 481344 14635802 9860465 20605938 20222000 3225485 -8763710 44587407 32272540 6308220 2434792 38279187 29837748 THE MISSION OF PARTNERSHIP FOR EDUCATION ADVANCEMENT IS TO SUPPORT SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARLY SERVE STUDENTS OF COLOR AS WELL AS FIRST-GENERATION, AND LOW INCOME STUDENTS. 0 0 17681788 4389716 HBCU TRANSFORMATION DEEP SUPPORT FOR SCHOOLS WITHIN THE HBCU NETWORK TO IMPROVE ENROLLMENT,RETENTION, AND GRADUATION RATES. 614399 511830 HBCU DXPILOT INITIATIVE TO PROVIDE TECHNOLOGY-ENABLED SOLUTION TO IMPROVE DELIVERY OF ADVISING SUPPORT TO STUDENTS ATTENDING COLLEGE. 417349 192100 ACADEMIC NAVIGATION PLOTPILOT INITIATIVE TO PROVIDE TECHNOLOGY-ENABLED SOLUTION TO IMPROVE COURSE AND CREDIT NAVIGATION TO OPTIMIZE TIME TO DEGREE FOR STUDENTS AT HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. 18713536 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 4 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X NARA LEE 2128646765 1 DUPONT CIRCLE NYW WASHINGTON DC 20036 HAMILTON JAMES CHAIRMAN 2.00 X X 0 0 0 JAMES RUNCIE CHIEF EXECUTIVE OFFICER 40.00 X X 266062 0 17437 GARRETT MORAN DIRECTOR 1.00 X 0 0 0 VERDUN PERRY DIRECTOR 1.00 X 0 0 0 BERYL MCEWEN DIRECTOR 1.00 X 0 0 0 ARNE DUNCAN DIRECTOR 1.00 X 0 0 0 WILLIAM LEITH MANAGING DIRECTOR 40.00 X 283500 0 0 NARA LEE SENIOR FINANCIAL MANAGER 40.00 X 197509 0 4233 ZINA EVANS SVP ENROLLMENT MANAGEMENT 40.00 X 332480 0 24520 ROBIN MINOR SVP INSTITUTIONAL PARTNERS 40.00 X 255150 0 28350 WAYNE CUMMINGS SVP CHIEF TECHNOLOGY OFFICER 40.00 X 237157 0 30343 ANNE ELIZABETH REZNIK CHIEF OF STAFF 40.00 X 209050 0 25550 CECILIA LOUISE MARSHALL DIRECTOR OF EXTERNAL PARTNERSHIPS 40.00 X 171741 0 26259 1952649 0 156692 15 0 1 0 RUFFALO NOEL LEVITZ PO BOX DES MOINES IA 50303 EDUCATION CONSULTING 3089922 MAINSTAY 38 CHAUNCY STREET SUITE 1100 BOSTON MA 02111 EDUCATION TECHNOLOGY CONSULTING 310206 PARITII LLC 555 W RIVERSIDE AVE STE N SPOKANE WA 99201 EDUCATION CONSULTING 219675 WHITEBOARD ADVISORS LLC 4005 WISCONSIN AVENUE NW BOX 9535 WASHINGTON DC 20016 EDUCATION CONSULTING 205645 4 11338922 11338922 119154 119154 622000 622000 0 MISCELLANEOUS INCOME 900099 214 214 214 11458290 0 0 119368 X 5093646 5093646 768743 398811 256580 113352 3834742 3225357 395643 213742 310877 251140 41608 18129 353527 278780 49912 24835 26670 26670 77087 60899 10792 5396 2360 2360 9112343 8922819 126350 63174 19061 15058 2669 1334 39749 31402 5565 2782 155965 123212 21835 10918 87852 69403 12299 6150 284649 224873 39851 19925 7801 7801 3607 2850 505 252 PROFESSIONAL DEVELOPMEN 22927 22927 DUES AND SUBSCRIPTIONS 9656 7628 1352 676 FILING, REGISTRATION FE 8837 6981 1237 619 BAD DEBT 1044 1044 857 677 120 60 20222000 18713536 1027120 481344 3321815 1615122 27259210 4422252 13691914 387320 1008 30769 553360 29005 15084 16411 13921 25097124 266280 183441 44587407 32272540 5062826 1021254 976478 1226024 268916 187514 6308220 2434792 X -861447 15479422 39140634 14358326 38279187 29837748 44587407 32272540 X -8763710 47271 275000 X 0 1 X 1 0 X 875000 15250000 41197369 23828572 11338922 92489863 875000 15250000 41197369 23828572 11338922 92489863 4134260 88355603 1119 2851 119154 123124 92612987 0.95400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 29005 15084 13921 13921 OPERATING LEASE LIABILITY 187514 187514 12160334 47271 382133 275000 704404 11455930 2360 2360 11458290 20601773 382133 382133 20219640 2360 2360 20222000 1 FLORIDA A&M UNIVERSITY 1601 S MARTIN LUTHER KING JR BLVD TALLAHASSEE FL 32307 590977035 501C(3) 279892 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES HAMPTON UNIVERSITY 100 E QUEEN ST HAMPTON VA 23669 541799400 501C(3) 41666 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES ALABAMA STATE UNIVERSITY 915 S JACKSON ST MONTOGERY AL 36104 636067745 501C(3) 239375 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES NORFOLK STATE UNIVERSITY 700 PARK AVE NORFOLK VA 23504 510499918 501C(3) 138634 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES BENEDICT COLLEGE 1600 HARDEN COLUMBIA SC 29204 570314365 501C(3) 43500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES CLAFLIN UNIVERSITY 400 MAGNOLIA STREET ORANGEBURG SC 29115 570314374 501C(3) 87000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES ELIZABETH CITY STATE UNIVERSITY 1704 WEEKSVILLE ROAD ELIZABETH CITY NC 27909 561047680 501C(3) 150000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES NORTH CAROLINA A&T STATE UNIVERSITY 1601 MARKET STREET GREENSBORO NC 27411 566000007 501C(3) 833040 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES PAUL QUINN COLLEGE 3837 SIMPSON STUART RD DALLAS TX 75241 741238438 501C(3) 50000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES SHAW UNIVERSITY 118 E SOUTH STREET RALEIGH NC 27601 560530235 501C(3) 20834 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE STREET HOUSTON TX 77004 746001391 501C(3) 295900 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES YALE UNIVERSITY PO BOX 208229 NEW HAVEN CT 06520 060646973 501C(3) 70000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES UNIVERSITY OF MARYLAND UMES 11868 COLLEGE BACKBONE ROAD PRINCESS ANNE MD 21853 526002033 501C(3) 271674 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES FAYETTEVILLE STATE UNIVERSITY 1200 MURCHISON ROAD FAYETTEVILLE NC 28301 561238736 501C(3) 47900 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES GRAMBLING STATE UNIVERSITY 403 MAIN STREET GRAMBLING LA 71245 726000751 501C(3) 290000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES SOUTH CAROLINA STATE UNIVERSITY 300 COLLEGE AVENUE ORANGEBURG SC 29115 576000950 501C(3) 402000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES BOWIE STATE 14000 JERICHO PK RD BOWIE MD 20715 520952758 501C(3) 60000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES CENTRAL STATE UNIVERSITY 1400 BRUSH ROW ROAD WILBERFORCE OH 45384 310675386 501C(3) 194000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES DELAWARE STATE UNIVERSITY 1200 NORTH DUPONT HWY DOVER DE 19901 510305893 501C(3) 90000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES JACKSON STATE UNIVERSITY 1400 JOHN R LYNCH ST JACKSON MS 39217 646000507 501C(3) 275500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES NORTH CAROLINA CENTRAL UNIVERSITY 1801 FAYETTEVILLE STREET DURHAM NC 27707 566000730 501C(3) 144200 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES SAVANNAH STATE UNIVERSITY 3219 COLLEGE STREET SAVANNAH GA 31404 586002069 501C(3) 88650 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES TUSKEGEE UNIVERSITY 1200 W MONTGOMERY RD TUSKEGEE AL 36088 630288878 501C(3) 174000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES VIRGINIA STATE UNIVERSITY 1 HAYDEN DRIVE PETERSBURG VA 23806 546001811 501C(3) 530881 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES WINSTON-SALEM STATE-WSSU 601 S MARTIN LUTHER KING JR WINSTON SALEM NC 27110 566001466 501C(3) 275000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES 25 PART I, LINE 2: COLLEGE AND UNIVERSITY PARTNERS ARE INVITED TO SUBMIT AN ELECTRONIC APPLICATION FOR GRANT FUNDS TO SUPPORT A NEW PROJECT, PROGRAM, OR POSITION THAT IS A PART OF ED ADVANCEMENT'S INSTITUTIONAL CAPACITY BUILDING PLAN. INVITATIONS ARE BASED ON ED ADVANCEMENT'S ONGOING NEEDS ASSESSMENT OF PARTNER INSTITUTIONS. THE INVITATIONS ARE EXTENDED BY THE SVP OF ENROLLMENT MANAGEMENT OR SVP OF INSTITUTIONAL PARTNERSHIPS. THE GRANT APPLICATION IS A COMPONENT OF OUR CRM SYSTEM WHICH ENABLES US TO RECORD DETAILS OF THE REQUEST, APPROVAL, AND DISBURSEMENT PROCESSES OF EACH GRANT. PRIOR TO APPLICATION SUBMISSION OR AS FOLLOW-ON DUE DILIGENCE, ED ADVANCEMENT ASSESSES AND CONFIRMS THE INSTITUTION'S NEED. GRANT FUNDING PERIODS VARY IN DURATION BUT MAY BE SUBJECT TO MILESTONE OR PERFORMANCE REQUIREMENTS. ALL GRANT REQUESTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE LEADER TEAM (ELT). UPON APPROVAL, A GRANT LETTER INCLUDING DURATION, SCHEDULE OF RELEASE OF FUNDS, AND EXPECTATIONS FOR REPORTING ON USE OF FUNDS, IS SUBMITTED TO THE UNIVERSITY PRESIDENT OR CHANCELLOR FOR SIGNATORY ACCEPTANCE OF THE AWARD. FUNDS ARE DISBURSED FOLLOWING THE SCHEDULE PROVIDED IN THE GRANT LETTER. IN ACCORDANCE WITH THE GRANT LETTER, ED ADVANCEMENT PROVIDES A STREAMLINED PROCESS FOR REPORTING CONTINUED PROGRESS TO ENSURE TIMELY DISBURSEMENT OF FUNDS. THE ED ADVANCEMENT TEAM WORKS CLOSELY WITH THE INSTITUTIONAL RECIPIENT TO ENSURE A SUCCESSFUL OUTCOME FOR THE CONCLUSION OF THE GRANT PERIOD. UPON COMPLETION OF THE GRANT PERIOD, THE INSTITUTION (WITH GUIDANCE FROM THE ED ADVANCEMENT TEAM) WILL PROVIDE A FINAL SUMMARY OF THE VALUE OF THE FUNDING AND THE ALIGNMENT OF THIS RESOURCE WITH QUALITATIVE AND QUANTITATIVE OUTCOMES. X 0 0 0 0 0 0 0 0 0 JAMES RUNCIE CHIEF EXECUTIVE OFFICER 266062 0 0 0 0 0 14175 0 3262 0 283499 0 0 0 WILLIAM LEITH MANAGING DIRECTOR 283500 0 0 0 0 0 0 0 0 0 283500 0 0 0 NARA LEE SENIOR FINANCIAL MANAGER 197509 0 0 0 0 0 4034 0 199 0 201742 0 0 0 ZINA EVANS SVP ENROLLMENT MANAGEMENT 332480 0 0 0 0 0 23306 0 1214 0 357000 0 0 0 ROBIN MINOR SVP INSTITUTIONAL PARTNERS 255150 0 0 0 0 0 28350 0 0 0 283500 0 0 0 WAYNE CUMMINGS SVP CHIEF TECHNOLOGY OFFICER 237157 0 0 0 0 0 26750 0 3593 0 267500 0 0 0 ANNE ELIZABETH REZNIK CHIEF OF STAFF 209050 0 0 0 0 0 22500 0 3050 0 234600 0 0 0 CECILIA LOUISE MARSHALL DIRECTOR OF EXTERNAL PARTNERSHIPS 171741 0 0 0 0 0 22500 0 3759 0 198000 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO SUCH COMMITTEE EXISTS FORM 990, PART VI, SECTION B, LINE 11B A BOARD MEETING WILL BE HELD TO REVIEW AND APPROVE THE FORM 990, SUBJECT TO COMMENTS AND REQUIRED CHANGES. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL FORM DECLARING NO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 OFFICER/KEY EMPLOYEE POSITIONS (CEO AND MANAGING DIRECTOR) WERE BENCHMARKED BY HUMAN RESOURCES FIRM AT THE TIME OF HIRE FOR EACH OFFICER/KEY EMPLOYEE. THE YEAR FOR BOTH OFFICERS/KEY EMPLOYEES THIS WAS CONDUCTED WAS 2018. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTORS : PROGRAM SERVICE EXPENSES 652,588. MANAGEMENT AND GENERAL EXPENSES 115,650. FUNDRAISING EXPENSES 57,823. TOTAL EXPENSES 826,061. EDUCATIONAL CONTRACTORS: PROGRAM SERVICE EXPENSES 7,998,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,998,033. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 99,184. MANAGEMENT AND GENERAL EXPENSES 10,700. FUNDRAISING EXPENSES 5,351. TOTAL EXPENSES 115,235. HONORARIUM: PROGRAM SERVICE EXPENSES 20,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,000. INDEPENDENT CONTRACTOR: PROGRAM SERVICE EXPENSES 153,014. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,014. FORM 990, PART XI, LINE 9: RETURN OF RESTRICTED GRANT FUNDING 275,000.