THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION (EIN 23-7035089)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-02-15
- IRS object ID
- 202300469349300410
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-15T06:20:22-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237035089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEA FOUNDATION FOR THE IMPROVEMENT | BusinessNameLine1Txt |
| Business Name Line2 | OF EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEAF | BusinessNameControlTxt |
| Phone | 2028227840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 16TH STREET NW 416 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA A SNEED | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028227840 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | SNEED | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA A SNEED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 16TH STREET NW 416 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,642,189 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION WORKS IN PARTNERSHIP W/ OTHERS TO PROMOTE THE VERY BEST IN PUBLIC EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,078,883 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,693,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $872,397 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,084,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,951,280 | PYTotalRevenueAmt |
| CY Total Revenue | $13,777,530 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,862,171 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,379,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,828,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,811,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $417,818 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,038,014 | PYOtherExpensesAmt |
| CY Other Expenses | $2,429,314 | CYOtherExpensesAmt |
| PY Total Expenses | $4,728,435 | PYTotalExpensesAmt |
| CY Total Expenses | $6,620,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,777,155 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,157,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,448,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,299,667 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,699,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,484,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,749,185 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,815,080 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NEA FOUNDATION (THE FOUNDATION), WORKS IN PARTNERSHIP WITH OTHERS TO PROMOTE THE VERY BEST IN PUBLIC EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $938,277 | ExpenseAmt |
| Grant | $893,177 | GrantAmt |
| Desc | GRANTS TO EDUCATORS - TO IMPROVE STUDENT LEARNING, THE FOUNDATION PROVIDES GRANTS TO INDIVIDUALS AND TEAMS OF EDUCATORS TO SUPPORT INSTRUCTIONAL PRACTICE AND PROFESSIONAL DEVELOPMENT ACROSS ALL SUBJECT AREAS AND GRADE LEVELS. BY DIRECTLY FUNDING EDUCATOR-CONCEIVED AND LED PROJECTS, THE FOUNDATION ENABLES EDUCATORS TO CHART THEIR OWN COURSE TO SOLVE TEACHING AND LEARNING CHALLENGES. THE FOUNDATION GLEANS KNOWLEDGE FROM THESE GRANTS TO SHARE WHAT WORKS WITH THE FIELD AND TO INFORM OUR BROADER BODY OF WORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $822,686 | ExpenseAmt |
| Grant | $87,000 | GrantAmt |
| Desc | AWARDS FOR TEACHING EXCELLENCE/GALA - THE FOUNDATION PRESENTS THE AWARDS FOR TEACHING EXCELLENCE AT OUR ANNUAL GALA TO HONOR THE CRITICAL WORK THAT PUBLIC SCHOOL EDUCATORS DO EVERY DAY. IN 2021, WE CELEBRATED 46 EXEMPLARY EDUCATORS, ALL FROM DIFFERENT STATES, IN FRONT OF AN AUDIENCE OF THOUSANDS OF PEOPLE ONLINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $665,139 | ExpenseAmt |
| Grant | $589,500 | GrantAmt |
| Desc | COMMUNITY SCHOOLS INITIATIVE - THE NEA FOUNDATION REPRESENTS A NEW PARTNERSHIP AMONG EDUCATORS, ADVOCATES, ORGANIZERS, PARENTS, POLICYMAKERS AND PUBLIC OFFICIALS ACROSS EAST BATON ROUGE PARRISH, LA., LITTLE ROCK, ARK., AND JACKSON, MISS. AT THE LOCAL AND REGIONAL LEVELS, THESE PARTNERSHIPS ARE COMMITTED TO AN EXPANSION OF COMMUNITY SCHOOLS THROUGHOUT THEIR OWN LOCAL EDUCATION AGENCY, INCLUDING RURAL SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $1,334,397 | PROGRAM ADMINISTRATION | |
| $470,000 | NEW PROGRAM DEVELOPMENT & RESPONSIVE GRANTMAKING | $470,000 |
| $355,000 | PARTNERSHIPS | $340,000 |
| $456,336 | GLOBAL LEARNING FELLOWSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,615,733 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $810,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,041,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| 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 | HI | 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 | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | 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 | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC JAMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028227843 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 16TH STREET NW 416 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SARA SNEED | ||||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | Yes (X) | $255,726 | $0 | $40,725 | ||
| VALERIA LASSITER | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICK ARCHULETA | ||||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOY WHITLOW | ||||||||
| SECRETARY-TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN ANDERSON | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRENT MCKIM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME PAIGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER POLLAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE QUIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY WEAST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSS WIENER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AARO JEAN BELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAAIYAH BILAL-THREATS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRET CONKLIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERTIS DOWNS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA ENGEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OLETA GARRETT FITZGERALD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY HERNDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE KRELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PEDRO NOGUERA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY PRINGLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCY SINGER-GABELLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA WASHINGTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET PORTA | ||||||||
| COO | 37.50 | Yes (X) | $165,932 | $0 | $43,735 | |||
| ERIC JAMES | ||||||||
| CFO | 37.50 | Yes (X) | $175,594 | $0 | $17,283 | |||
| ELIZABETH SCHNEIDER | ||||||||
| COSI | 37.50 | $179,549 | $0 | $47,008 | Yes (X) | |||
| ANDREW GRABEL | ||||||||
| VP OF COMMUNICATIONS | 37.50 | $123,750 | $0 | $12,949 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $900,551 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,700 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADING AUTHORITIES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 I STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EVENT PRODUCTION MANAGEMENT | ServicesDesc |
| Compensation | $158,958 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $470,725 | FundraisingAmt |
| All Other Contributions | $3,222,740 | AllOtherContributionsAmt |
| Total Contributions | $3,693,465 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,051,215 | TotalRevenueColumnAmt |
| Exclusion | $1,051,215 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,779,909 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,747,059 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,032,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,032,850 | TotalRevenueColumnAmt |
| Exclusion | $9,032,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $117,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $470,725 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $117,600 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,777,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,084,065 | 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 | $2,096,687 | TotalAmt |
| Program Services | $2,096,687 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,990 | TotalAmt |
| Program Services | $282,990 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,291 | TotalAmt |
| Program Services | $491,628 | ProgramServicesAmt |
| Management And General | $232,762 | ManagementAndGeneralAmt |
| Fundraising | $172,901 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,325 | TotalAmt |
| Program Services | $444,679 | ProgramServicesAmt |
| Management And General | $126,351 | ManagementAndGeneralAmt |
| Fundraising | $113,295 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,518 | TotalAmt |
| Program Services | $40,899 | ProgramServicesAmt |
| Management And General | $11,236 | ManagementAndGeneralAmt |
| Fundraising | $10,383 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,987 | TotalAmt |
| Program Services | $29,082 | ProgramServicesAmt |
| Management And General | $23,482 | ManagementAndGeneralAmt |
| Fundraising | $10,423 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,264 | TotalAmt |
| Program Services | $61,514 | ProgramServicesAmt |
| Management And General | $23,983 | ManagementAndGeneralAmt |
| Fundraising | $18,767 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,689 | TotalAmt |
| Program Services | $19,028 | ProgramServicesAmt |
| Management And General | $3,892 | ManagementAndGeneralAmt |
| Fundraising | $769 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,020 | TotalAmt |
| Management And General | $26,020 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,462 | TotalAmt |
| Management And General | $256,462 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,570,169 | TotalAmt |
| Program Services | $1,220,125 | ProgramServicesAmt |
| Management And General | $292,264 | ManagementAndGeneralAmt |
| Fundraising | $57,780 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,978 | TotalAmt |
| Program Services | $15,438 | ProgramServicesAmt |
| Management And General | $9,172 | ManagementAndGeneralAmt |
| Fundraising | $3,368 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,102 | TotalAmt |
| Program Services | $45,304 | ProgramServicesAmt |
| Management And General | $26,914 | ManagementAndGeneralAmt |
| Fundraising | $9,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,539 | TotalAmt |
| Program Services | $173,907 | ProgramServicesAmt |
| Management And General | $82,211 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,239 | TotalAmt |
| Program Services | $15,030 | ProgramServicesAmt |
| Management And General | $8,930 | ManagementAndGeneralAmt |
| Fundraising | $3,279 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398 | TotalAmt |
| Management And General | $398 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,868 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
| Management And General | $1,736 | ManagementAndGeneralAmt |
| Fundraising | $966 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,408 | TotalAmt |
| Program Services | $17,331 | ProgramServicesAmt |
| Management And General | $10,296 | ManagementAndGeneralAmt |
| Fundraising | $3,781 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP. RENTAL & MAINT. | $44,877 | $43,620 | $1,257 | |
| DUES & MEMBERSHIPS | $28,804 | $15,894 | $9,443 | $3,467 |
| LICENSE & REG. FEES | $24,150 | $13,326 | $7,917 | $2,907 |
| GIVEAWAYS | $18,453 | $9,341 | $4,306 | $4,806 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,158 | TotalAmt |
| Program Services | $2,846 | ProgramServicesAmt |
| Management And General | $1,691 | ManagementAndGeneralAmt |
| Fundraising | $621 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,620,376 | TotalAmt |
| Program Services | $5,041,835 | ProgramServicesAmt |
| Management And General | $1,160,723 | ManagementAndGeneralAmt |
| Fundraising | $417,818 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,976 | BOYAmt |
| EOY | $1,498,219 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,228 | BOYAmt |
| EOY | $493,503 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,525 | BOYAmt |
| EOY | $449,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,333 | BOYAmt |
| EOY | $35,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,112 | BOYAmt |
| EOY | $83,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,594 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,957 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,265 | BOYAmt |
| EOY | $8,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,472,833 | BOYAmt |
| EOY | $25,489,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,639,185 | BOYAmt |
| EOY | $18,241,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,448,457 | BOYAmt |
| EOY | $46,299,667 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,995 | BOYAmt |
| EOY | $436,707 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,222 | BOYAmt |
| EOY | $1,849,579 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,490 | BOYAmt |
| EOY | $192,418 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,565 | BOYAmt |
| EOY | $5,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,272 | BOYAmt |
| EOY | $2,484,587 | 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 | $52,255,358 | BOYAmt |
| EOY | $43,490,283 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,827 | BOYAmt |
| EOY | $324,797 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,749,185 | BOYAmt |
| EOY | $43,815,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,448,457 | BOYAmt |
| EOY | $46,299,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,157,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,091,259 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,135,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,827,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,655,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,078,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,693,465 | CurrentTaxYearAmt |
| Total | $14,390,967 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,135,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,827,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,655,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,078,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,693,465 | CurrentTaxYearAmt |
| Total | $14,390,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,190,462 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,200,505 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $650,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $708,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $541,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,051,215 | CurrentTaxYearAmt |
| Total | $3,817,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,208,527 | TotalSupportAmt |
| Public Support CY170 | 0.72500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,266 | DepreciationAmt |
| Book Value | $8,637 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,691 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,637 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASTER LIMITED PARTNERSHIP FUNDS | Desc |
| Book Value | $18,241,026 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,241,026 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $5,883 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,883 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$2,191,471 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,091,259 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $261,120 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $117,600 | OtherRevenueAmt |
| Revenue Not Reported | -$15,712,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,521,068 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $256,462 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $256,462 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,777,530 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,742,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $261,120 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $117,600 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $378,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,363,914 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $256,462 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $256,462 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,620,376 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION ACTS AS FISCAL SPONSOR FOR TWO SCHOLARSHIP FUNDS OF THE NATIONAL EDUCATION ASSOCIATION (NEA), AND THE KENTUCKY EDUCATION ASSOCIATION, STATE AFFILIATE. AS CUSTODIAN, THE FOUNDATION INVESTS AND MANAGES THE SCHOLARSHIP PROGRAM WITH RESPECTIVE SUPPORT FROM NEA AND ITS AFFILIATE. ALL TRANSACTIONS RELATED TO THESE FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED ACTIVITY IN THE FOUNDATION'S ACCOUNTING RECORDS. |
| PART X, LINE 2: | FOR THE YEAR ENDED AUGUST 31, 2022, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED AS EXPENSES ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. 117,600. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED AS EXPENSES ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. 117,600. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $588,325 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $470,725 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $106,600 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $588,325 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $470,725 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $117,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $106,600 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $117,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF LITTLE ROCK CO LITTLE ROCK PUBLIC SCHOOLS | |||||||||
| 500 W MARKHAM ST | LITTLE ROCK | AR | 72201 | 716014465 | GOVERNMENT | $150,000 | $0 | COMMUNITY SCHOOLS | |
| BATESVILLE SCHOOL DISTRICT | |||||||||
| 955 WATER STREET | BATESVILLE | AR | 72501 | 716020722 | GOVERNMENT | $117,500 | $0 | COMMUNITY SCHOOLS | |
| INSTITUTE FOR EDUCATIONAL LEADERSHIP | |||||||||
| 4301 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | 521198450 | 501(C)(3) | $115,000 | $0 | COMMUNITY SCHOOLS | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | 133615533 | 501(C)(3) | $80,000 | $0 | SPECIAL GRANTS | |
| RURAL COMMUNITY ALLIANCE | |||||||||
| 401 S SCOTT ST | LITTLE ROCK | AR | 72201 | 251917387 | 501(C)(3) | $80,000 | $0 | COMMUNITY SCHOOLS | |
| AEH COMMUNITY HEALTH SERVICES CENTER INC | |||||||||
| 510 HIGHWAY 322 | CLARKSDALE | MS | 38614 | 640624495 | 501(C)(3) | $75,000 | $0 | COMMUNITY SCHOOLS | |
| COMMUNITY FOUNDATION FOR MISSISSIPPI | |||||||||
| 119 SOUTH PRESIDENT DRIVE FIRST | JACKSON | MS | 39201 | 640845750 | 501(C)(3) | $66,000 | $0 | COMMUNITY SCHOOLS | FLOOR |
| NORTH IBERVILLE HIGH SCHOOL IBERVILLE STEM ACADEMY | |||||||||
| 13770 HIGHWAY 77 | ROSEDALE | LA | 70772 | 726000552 | GOVERNMENT | $58,000 | $0 | COMMUNITY SCHOOLS | |
| SCHOTT FOUNDATION FOR PUBLIC EDUCATION | |||||||||
| 1250 HANCOCK STREET SUITE 803 N | QUINCY | MA | 02169 | 043457065 | 501(C)(3) | $35,000 | $0 | SPECIAL GRANTS | |
| LOUISIANA ASSOCIATION OF EDUCATORS | |||||||||
| 8322 ONE CALAIS AVENUE | BATON ROUGE | LA | 70809 | 720824390 | 501(C)(5) | $31,000 | $0 | COMMUNITY SCHOOLS | |
| LINDBERGH SCHOOLS | |||||||||
| 9350 SAPPINGTON RD | ST LOUIS | MO | 631263235 | 436004184 | GOVERNMENT | $15,000 | $0 | GRANTS TO EDUCATORS | |
| STONINGTON MIDDLE SCHOOL | |||||||||
| 204 MISTUXET AVENUE | MYSTIC | CT | 06355 | 061356483 | GOVERNMENT | $11,000 | $0 | GRANTS TO EDUCATORS | |
| ARKANSAS EDUCATION ASSOCIATION | |||||||||
| 1500 WEST 4TH STREET | LITTLE ROCK | AR | 72201 | 710004515 | 501(C)(6) | $10,000 | $0 | COMMUNITY SCHOOLS | |
| BILLINGS PUBLIC SCHOOLS | |||||||||
| 415 N 30TH STREET | BILLINGS | MT | 59101 | 816001088 | GOVERNMENT | $10,000 | $0 | GRANTS TO EDUCATORS | |
| MILWAUKEE BOARD OF SCHOOL DIRECTORS | |||||||||
| 5225 W WVLIET STREET | MILWAUKEE | WI | 532012181 | 396003457 | GOVERNMENT | $10,000 | $0 | GRANTS TO EDUCATORS | |
| SIMON BARUCH MIDDLE SCHOOL | |||||||||
| 330 EAST 21ST STREET | NEW YORK | NY | 10010 | 136400434 | GOVERNMENT | $6,525 | $0 | GRANTS TO EDUCATORS | |
| EDMONDS EDUCATION ASSOCIATION | |||||||||
| 19105 36TH AVE W SUITE 101 | LYNNWOOD | WA | 98036 | 910826285 | 501(C)(6) | $5,948 | $0 | GRANTS TO EDUCATORS | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | |||||||||
| 548 MARKET STREET PMB 41203 | SAN FRANCISCO | CA | 941045401 | 943256009 | 501(C)(3) | $7,000 | $0 | SPECIAL GRANTS | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||||
| 1212 BROADWAY STREET | OAKLAND | CA | 94612 | 942506933 | 501(C)(3) | $250,000 | $0 | SPECIAL GRANTS | |
| EDUCATION FIRST CONSULTING LLC | |||||||||
| PO BOX 22871 | SEATTLE | WA | 981220871 | 260634492 | N/A | $215,000 | $0 | SPECIAL GRANTS | |
| ONE VOICE | |||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | 501(C)(3) | $60,000 | $0 | COMMUNITY SCHOOLS | |
| NATIONAL TEACHERS HALL OF FAME | |||||||||
| 1 KELLOGG CIRCLE | EMPORIA | KS | 66801 | 481085948 | 501(C)(3) | $20,000 | $0 | SPECIAL GRANTS | |
| INTERNATIONAL COMMUNITY HIGH SCHOOL | |||||||||
| 345 BROOK AVENUE | BRONX | NY | 10454 | 136400434 | GOVERNMENT | $10,000 | $0 | SPECIAL GRANTS | |
| QUITMAN COUNTY DEVELOPMENT ORG INC | |||||||||
| PO BOX 386 | MARKS | MS | 386460386 | 640629668 | 501(C)(3) | $7,000 | $0 | COMMUNITY SCHOOLS | |
| VARIOUS RETURNED & CANCELED GRANTS | |||||||||
| 1201 16TH STREET NW 416 | WASHINGTON | DC | 20036 | N/A | -$21,338 | $0 | RETURNED & CANCELED GRANTS | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS FOR TEACHING EXCELLENCE | 6 | $75,000 |
| SPECIAL GRANTS | 1 | $10,000 |
| GRANTS TO EDUCATORS | 63 | $197,990 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO EDUCATORS - GRANTS TO SUPPORT NEW IDEA AND PRACTICES TO STRENGTHEN TEACHING AND LEARNING. THE TWO CATEGORIES OF GRANTS ARE: 1) STUDENT ACHIEVEMENT - $2,000 OR $5,000 GRANTS FOR PREK-16 EDUCATORS TO PROMOTE CLASSROOM INNOVATION AND TO ENGAGE STUDENTS IN CRITICAL THINKING TO DEEPEN THEIR KNOWLEDGE OF STANDARDS-BASED MATTER. 2) LEARNING & LEADERSHIP - $2,000 OR $5,000 GRANTS FOR ALL PREK-16 EDUCATORS TO PROMOTE PROFESSIONAL DEVELOPMENT TO IMPROVE THEIR TEACHING SKILLS AND TO SHARE WITH COLLEAGUES. AWARDS FOR TEACHING EXCELLENCE - RECOGNIZES, REWARDS AND PROMOTES EXCELLENCE IN TEACHING AND LEARNING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA SNEED | ||||||||||||||
| PRESIDENT & CEO | $255,726 | $0 | $0 | $0 | $0 | $0 | $23,620 | $0 | $17,105 | $0 | $296,451 | $0 | $0 | $0 |
| ELIZABETH SCHNEIDER | ||||||||||||||
| COSI | $164,549 | $0 | $15,000 | $0 | $0 | $0 | $9,500 | $0 | $37,508 | $0 | $226,557 | $0 | $0 | $0 |
| MARGARET PORTA | ||||||||||||||
| COO | $165,932 | $0 | $0 | $0 | $0 | $0 | $16,345 | $0 | $27,390 | $0 | $209,667 | $0 | $0 | $0 |
| ERIC JAMES | ||||||||||||||
| CFO | $175,594 | $0 | $0 | $0 | $0 | $0 | $16,139 | $0 | $1,144 | $0 | $192,877 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ELIZABETH SCHNEIDER RECEIVED $15,000 OF BONUS COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FOUNDATION. THE FOUNDATION'S REVIEW PROCESS FOR THE DRAFT FORM 990 IS AS FOLLOWS: THE FOUNDATION'S CFO REVIEWS THE DRAFT FORM 990 FOR COMPLETENESS AND ACCURACY. THE DRAFT FORM 990 IS REVISED AS NECESSARY AFTER THE CFO'S REVIEW. THE REVISED DRAFT FORM 990 IS THEN SUBMITTED TO THE PRESIDENT & CEO FOR HER REVIEW. THE DRAFT FORM 990 IS REVISED AS NECESSARY AFTER THE PRESIDENT & CEO'S REVIEW. THE COMPLETED DRAFT FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY COMMENTS FROM THE BOARD OF DIRECTORS ARE CONSIDERED AND THE DRAFT FORM 990 IS MODIFIED AS NECESSARY. THE FEDERAL FORM 990 IS FINALIZED BY THE PRESIDENT & CEO APPROVING THE FEDERAL FORM 990 WHICH IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S BOARD OF DIRECTORS AND THE FOUNDATION STAFF COMPLETE AND SIGN CONFLICT OF INTEREST FORMS ANNUALLY NEAR THE BEGINNING OF THE FISCAL YEAR. THE PRESIDENT & CEO REVIEWS THE STAFF MEMBERS' COMPLETED FORMS FOR POTENTIAL CONFLICTS AND SIGNS EACH FORM. THE CHAIR REVIEWS AND SIGNS THE PRESIDENT & CEO'S CONFLICT OF INTEREST FORM ANNUALLY. THE CHAIR OF THE BOARD OF DIRECTORS REVIEWS THE BOARD MEMBERS' COMPLETED FORMS FOR POTENTIAL CONFLICTS AND SIGNS OFF ON EACH FORM. IF THERE IS A CONFLICT OF INTEREST, THE STAFF OR BOARD MEMBERS DO NOT PARTICIPATE IN ANY DECISIONS RELATED TO THE CONFLICT THROUGHOUT THE YEAR. NEW BOARD MEMBERS AND STAFF MEMBERS WHO JOIN THE FOUNDATION DURING THE YEAR COMPLETE THE CONFLICT OF INTEREST FORM WHEN THEY JOIN THE FOUNDATION. THESE FORMS ARE REVIEWED AND SIGNED OFF ON BY APPROPRIATE INDIVIDUALS THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | LED BY THE CHAIR OF THE BOARD, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE PERFORMANCE REVIEW AND ANY COMPENSATION ADJUSTMENTS OF THE FOUNDATION'S PRESIDENT & CEO. THE COMMITTEE UTILIZES THE FOLLOWING STEPS IN THE REVIEW PROCESS: THE CHAIR, IN CONSULTATION WITH THE PRESIDENT & CEO, SETS GOALS AND REVIEWS THE PROGRESS TOWARDS SAID GOAL. REGULARLY, ALL MEMBERS OF THE BOARD OF DIRECTORS COMPLETE THE BOARD SOURCE "CHIEF EXECUTIVE ASSESSMENT" TO EVALUATE THE PRESIDENT & CEO'S PERFORMANCE. THE RESULTS OF THE ASSESSMENT ARE COMPILED, SUMMARIZED AND REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE USES THE SURVEY DATA AND SALARY COMPENSATION STUDIES TO REVIEW THE PRESIDENT & CEO'S COMPENSATION PACKAGE AND MAKE A RECOMMENDATION TO THE FOUNDATION'S BOARD OF DIRECTORS. THE ENTIRE BOARD OF DIRECTORS VOTES ON THE PRESIDENT & CEO'S COMPENSATION PACKAGE. THE BOARD CHAIR THEN COMMUNICATES ANY ADJUSTMENTS TO THE PRESIDENT & CEO'S COMPENSATION PACKAGE TO THE CFO. THE FOUNDATION UPDATED THE EXECUTIVE COMPENSATION STUDY IN JANUARY 2022 TO ENSURE THAT THE COMPENSATION PACKAGES CONTINUE TO BE REASONABLE COMPARED TO OTHER NOT-FOR-PROFIT ORGANIZATIONS. ADDITIONALLY IN 2021, THE EXECUTIVE COMMITTEE CONDUCTED ITS ANNUAL REVIEW OF THE CEO AND ADJUSTED HER COMPENSATION ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,220,125. MANAGEMENT AND GENERAL EXPENSES 292,264. FUNDRAISING EXPENSES 57,780. TOTAL EXPENSES 1,570,169. |