THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349301936
- Schema version
- 2023v6.0
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:08:31-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043457065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FOUNDATION FOR PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6178372488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6178372488 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN H JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,409,688 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,733,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,055,275 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $291,950 | PYInvestmentIncomeAmt |
| CY Investment Income | $369,859 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,193 | PYOtherRevenueAmt |
| CY Other Revenue | $5,697 | CYOtherRevenueAmt |
| PY Total Revenue | $4,047,932 | PYTotalRevenueAmt |
| CY Total Revenue | $7,430,831 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,693,663 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,975,332 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,054,072 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,597,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,270,690 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,438,407 | PYOtherExpensesAmt |
| CY Other Expenses | $1,430,161 | CYOtherExpensesAmt |
| PY Total Expenses | $7,186,142 | PYTotalExpensesAmt |
| CY Total Expenses | $8,002,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,138,210 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$571,690 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,411,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,248,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,040,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $975,662 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,370,863 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,272,561 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,444,769 | ExpenseAmt |
| Grant | $1,987,140 | GrantAmt |
| Desc | OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. SCHOTT WILL BUILD THE CAPACITY OF THE EDUCATION JUSTICE MOVEMENT TO ACCOMPLISH THESE OBJECTIVES THROUGH INCREASING PHILANTHROPIC RESOURCES TO THE OPPORTUNITY TO LEARN NETWORK, AND PROVIDING ADVOCACY AND OPERATIONS TECHNICAL ASSISTANCE TO NATIONAL EDUCATION JUSTICE NETWORKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $911,378 | ExpenseAmt |
| Grant | $783,192 | GrantAmt |
| Desc | LOVING CITIES INDEX PROVIDES A FRAMEWORK INCLUDING EDUCATION, HEALTH, SAFETY, SCHOOL CLIMATE, COMMUNITY POWER, ETC. TO EQUIP PARENTS, STUDENTS AND PUBLIC SCHOOL SYSTEMS TO CREATE HEALTHY COMMUNITY CLIMATES THAT ARE JUST AND FAIR. THE OBJECTIVES OF THE LOVING CITIES INDEX INITIATIVE ARE THREE-FOLD: 1) ASSESS COMMUNITIES' CROSS-CUTTING CAPACITY TO MEET THE WHOLE CHILD NEEDS, 2) PROVIDE RECOMMENDATIONS AND PRESCRIPTIONS FOR NEEDED SUPPORTS, AND 3) SUPPORT THE COMMUNITY ACTIONS AND PARTNERSHIPS THAT HAVE PROVEN TO LEAD TO SUSTAINABLE SYSTEMIC CHANGE. MORE THAN 25 CITIES AND COMMUNITIES ACROSS THE NATION WILL BE ENGAGED IN THE LOVING CITIES INDEX INITIATIVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $641,073 | ExpenseAmt |
| Grant | $205,000 | GrantAmt |
| Desc | SCHOTT FOUNDATION SERVES AS THE FISCAL SPONSOR TO TWO NATIONAL EDUCATION JUSTICE ORGANIZATIONS AS PART OF THE PACKAGE OF RESOURCE SUPPORTS PROVIDED BY SCHOTT TO OUR COMMUNITY PARTNERS ALIGNED WITH OUR WORK ON EDUCATION JUSTICE. SCHOTT SERVES AS THE LEGAL ENTITY FOR THESE ORGANIZATIONS AND PROVIDES ACCOUNTING, MANAGEMENT, TECHNICAL ASSISTANCE, LEADERSHIP DEVELOPMENT, AND OTHER ADMINISTRATIVE SERVICES WHILE VESTING DECISION-MAKING AUTHORITY WITHIN THE ORGANIZATIONS THEMSELVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,997,220 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178372488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALANDRA WASHINGTON | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK PALEY | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KYLE SERRETTE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VALERIA DO VALE | ||||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROLINA ESPINAL | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIAN VASQUEZ HEILIG | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN TAYLOR BATTEN | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMEKA HART WIGGINTON | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS ROJAS ALVAREZ | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIAN BURTON | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZAKIYAH SHAAKIR-ANSARI | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH JONES | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAYAHRA RESENDE | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC PHILPART | ||||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H JACKSON | ||||||||
| PRESIDENT AND CEO | 39.00 | Yes (X) | $451,900 | $0 | $39,231 | 1.00 | ||
| DIANA TATE VERMEIRE | ||||||||
| SENIOR VP OF STRATEGY | 40.00 | Yes (X) | $258,848 | $0 | $28,272 | |||
| LAUREN HADI | ||||||||
| SVP OF ADVANCEMENT (UNTIL 4/14/24) | 40.00 | Yes (X) | $192,175 | $0 | $18,831 | |||
| JUONTEL WHITE | ||||||||
| SENIOR VP OF PROGRAMS AND ADVOCACY | 40.00 | Yes (X) | $157,790 | $0 | $18,270 | |||
| MICHAEL S WOTORSON | ||||||||
| DIR. NAT'L OTL NETWORK | 40.00 | $141,508 | $0 | $17,487 | Yes (X) | |||
| MELISSA DAAR CARVAJAL | ||||||||
| COMMUNICATIONS DIRECTOR | 40.00 | $154,136 | $0 | $1,952 | Yes (X) | |||
| DIALLO BROOKS | ||||||||
| SENIOR VP OF PROGRAMS AND ADVOCACY | 40.00 | $153,867 | $0 | $16,945 | Yes (X) | |||
| DIEGO ALVAREZ PADILLA | ||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 40.00 | $143,969 | $0 | $15,620 | Yes (X) | |||
| CARL MICHAEL WOODWARD | ||||||||
| REGIONAL PROGRAM OFFICER, SOUTH | 40.00 | $121,118 | $0 | $7,657 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,775,311 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,265 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,055,275 | AllOtherContributionsAmt |
| Total Contributions | $7,055,275 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,927 | TotalRevenueColumnAmt |
| Exclusion | $488,927 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,859,789 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,978,857 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$119,068 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$119,068 | TotalRevenueColumnAmt |
| Exclusion | -$119,068 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,697 | TotalRevenueColumnAmt |
| Exclusion | $5,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,697 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,430,831 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $375,556 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,332 | TotalAmt |
| Program Services | $2,975,332 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,719 | TotalAmt |
| Program Services | $294,680 | ProgramServicesAmt |
| Management And General | $589,359 | ManagementAndGeneralAmt |
| Fundraising | $294,680 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756,822 | TotalAmt |
| Program Services | $1,059,931 | ProgramServicesAmt |
| Management And General | $263,520 | ManagementAndGeneralAmt |
| Fundraising | $433,371 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,620 | TotalAmt |
| Program Services | $16,435 | ProgramServicesAmt |
| Management And General | $43,984 | ManagementAndGeneralAmt |
| Fundraising | $28,201 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,643 | TotalAmt |
| Program Services | $223,122 | ProgramServicesAmt |
| Management And General | $64,179 | ManagementAndGeneralAmt |
| Fundraising | $89,342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,224 | TotalAmt |
| Program Services | $91,493 | ProgramServicesAmt |
| Management And General | $55,253 | ManagementAndGeneralAmt |
| Fundraising | $49,478 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,338 | TotalAmt |
| Management And General | $9,338 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,340 | TotalAmt |
| Management And General | $119,340 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,999 | TotalAmt |
| Management And General | $41,999 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,748 | TotalAmt |
| Program Services | $108,227 | ProgramServicesAmt |
| Management And General | $162,941 | ManagementAndGeneralAmt |
| Fundraising | $296,580 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,333 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
| Fundraising | $12,333 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,628 | TotalAmt |
| Program Services | $20,764 | ProgramServicesAmt |
| Management And General | $74,496 | ManagementAndGeneralAmt |
| Fundraising | $6,368 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,364 | TotalAmt |
| Program Services | $3,494 | ProgramServicesAmt |
| Management And General | $37,515 | ManagementAndGeneralAmt |
| Fundraising | $21,355 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,898 | TotalAmt |
| Management And General | $3,898 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,048 | TotalAmt |
| Program Services | $141,014 | ProgramServicesAmt |
| Management And General | $193,201 | ManagementAndGeneralAmt |
| Fundraising | $23,833 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,399 | TotalAmt |
| Program Services | $49,241 | ProgramServicesAmt |
| Management And General | $50,794 | ManagementAndGeneralAmt |
| Fundraising | $14,364 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,810 | TotalAmt |
| Management And General | $21,810 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $7,000 | $3,231 | $2,984 | $785 |
| MISCELLANEOUS | $5,256 | $5,256 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,002,521 | TotalAmt |
| Program Services | $4,997,220 | ProgramServicesAmt |
| Management And General | $1,734,611 | ManagementAndGeneralAmt |
| Fundraising | $1,270,690 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,627 | BOYAmt |
| EOY | $2,297,402 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,589,382 | BOYAmt |
| EOY | $5,562,954 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,607,747 | BOYAmt |
| EOY | $2,661,062 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,782 | BOYAmt |
| EOY | $134,164 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,450,824 | BOYAmt |
| EOY | $9,536,388 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,776 | BOYAmt |
| EOY | $56,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,411,138 | BOYAmt |
| EOY | $20,248,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,175 | BOYAmt |
| EOY | $274,292 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,100 | BOYAmt |
| EOY | $701,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,275 | BOYAmt |
| EOY | $975,662 | 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 | $15,314,360 | BOYAmt |
| EOY | $12,873,837 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,056,503 | BOYAmt |
| EOY | $6,398,724 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,370,863 | BOYAmt |
| EOY | $19,272,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,411,138 | BOYAmt |
| EOY | $20,248,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$571,690 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $473,388 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $4,181,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,888,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,616,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,733,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,055,275 | CurrentTaxYearAmt |
| Total | $39,475,351 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,181,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,888,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,616,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,733,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,055,275 | CurrentTaxYearAmt |
| Total | $39,475,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,898,010 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,577,341 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488,927 | CurrentTaxYearAmt |
| Total | $1,412,907 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,697 | CurrentTaxYearAmt |
| Total | $34,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,922,770 | TotalSupportAmt |
| Public Support CY170 | 0.64950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 507. 2020 AMOUNT: $ 2,405. 2021 AMOUNT: $ 3,710. 2022 AMOUNT: $ 22,193. 2023 AMOUNT: $ 5,697. | 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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,002,521 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,002,521 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $550,126 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $137,532 | 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 | $353,599 | CurrentYearMinus3Amt |
| Current Year Minus2 | $452,342 | CurrentYearMinus2Amt |
| Current Year Minus1 | $509,307 | CurrentYearMinus1Amt |
| Current Year | $550,126 | CurrentYearAmt |
| Total | $1,865,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,798,061 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $50,000 | CurrentYearMinus1Amt |
| Total | $135,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $88,400 | CurrentYearMinus3Amt |
| Current Year Minus2 | $113,086 | CurrentYearMinus2Amt |
| Current Year Minus1 | $127,327 | CurrentYearMinus1Amt |
| Current Year | $137,532 | CurrentYearAmt |
| Total | $466,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $699,518 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $50,000 | CurrentYearMinus1Amt |
| Total | $135,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,834,601 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $361,452 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,196,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,380,707 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $453,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,834,601 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,393,375 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,014,368 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,379,007 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,002,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,390,689 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,393,375 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,717,041 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $285,645 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,002,686 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,862,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $473,388 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $473,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,388,832 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,999 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,999 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,430,831 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,960,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,960,522 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,999 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,999 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,002,521 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST THREE YEARS. |
| PART V, LINE 4: | THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (133 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 |
|---|---|---|---|---|---|---|---|---|---|
| 412 JUSTICE | |||||||||
| 1128 WOODLAND AVE | PITTSBURGH | PA | 15212 | 870887261 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| 482 FORWARD | |||||||||
| 440 BURROUGHS SUITE 315 | DETROIT | MI | 48202 | 473537426 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| 482 FORWARD | |||||||||
| 440 BURROUGHS SUITE 315 | DETROIT | MI | 48202 | 473537426 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| A BETTER WAY FOUNDATION | |||||||||
| PO BOX 942 | HARTFORD | CT | 06106 | 061576383 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| A BETTER WAY FOUNDATION | |||||||||
| PO BOX 942 | HARTFORD | CT | 06106 | 061576383 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| ABFE (ASSOCIATION OF BLACK FOUNDATION EXECUTIVES) | |||||||||
| 55 EXCHANGE PLACE SUITE 401 | NEW YORK | NY | 10005 | 237156531 | 501 C 3 | $5,000 | $0 | MEMBERSHIP GRANT | |
| AL OTRO LADO | |||||||||
| 511 E SAN YSIDRO BLVD 333 | SAN YSIDRO | CA | 92173 | 472910078 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| ALLIANCE OF RHODE ISLAND SOUTHEAST ASIAN FOR EDUCATION (ARISE) | |||||||||
| 151 BROADWAY SUITE 305 | PROVIDENCE | RI | 02903 | 814458558 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| ARKANSAS PUBLIC POLICY PANEL (APPP) | |||||||||
| 1308 W 2ND ST | LITTLE ROCK | AR | 72201 | 710467088 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| BETA TAU ASSOCIATION | |||||||||
| 7064 E TAMARON BLVD | NEW ORLEANS | LA | 70128 | 853184635 | 501 C 3 | $8,500 | $0 | EDUCATION GRANT | |
| BLACK STUDENTS OF CALIFORNIA UNITED | |||||||||
| PO BOX 28175 | FRESNO | CA | 93729 | 815459940 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| BRIDGES PROFESSIONAL DEVELOPMENT INSTITUTE | |||||||||
| 912 HIGHWAY 183 S | AUSTIN | TX | 78741 | 680522484 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| BRIGHTON PARK NEIGHBORHOOD COUNCIL | |||||||||
| 4477 S ARCHER AVE | CHICAGO | IL | 60632 | 364229387 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| BROCKTON INTERFAITH COMMUNITY | |||||||||
| 1350 PLEASANT ST | BROCKTON | MA | 02301 | 223135464 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| BUILDING AUDACITY | |||||||||
| 75 ALLEN AVE | LYNN | MA | 01902 | 834650961 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND INC | |||||||||
| 548 MARKET ST PMB 41203 | SAN FRANCISCO | CA | 941045401 | 943256009 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| CAYL INSTITUTE | |||||||||
| 47 MAPLE STREET UNIT 1 | MILTON | MA | 02186 | 264529723 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| CENTER FOR COMMUNITY STEWARDSHIP | |||||||||
| 116 NORTH FEW STREET | MADISON | WI | 53703 | 680501459 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) | |||||||||
| 330 CAMP RD SUITE B 14 | CHARLOTTE | NC | 28206 | 842100138 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) | |||||||||
| 330 CAMP RD SUITE B 14 | CHARLOTTE | NC | 28206 | 842100138 | 501 C 3 | $43,500 | $0 | EDUCATION GRANT | |
| CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) | |||||||||
| 330 CAMP RD SUITE B 14 | CHARLOTTE | NC | 28206 | 842100138 | 501 C 3 | $250 | $0 | EDUCATION GRANT | |
| CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) | |||||||||
| 330 CAMP RD SUITE B 14 | CHARLOTTE | NC | 28206 | 842100138 | 501 C 3 | $250 | $0 | EDUCATION GRANT | |
| CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) | |||||||||
| 330 CAMP RD SUITE B 14 | CHARLOTTE | NC | 28206 | 842100138 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| CENTRAL FLORIDA JOBS WITH JUSTICE | |||||||||
| PO BOX 533923 | ORLANDO | FL | 32853 | 201449852 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| CENTRAL FLORIDA JOBS WITH JUSTICE | |||||||||
| PO BOX 533923 | ORLANDO | FL | 32853 | 201449852 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| CITIZENS FOR JUVENILE JUSTICE | |||||||||
| 44 SCHOOL STREET SUITE 400 | BOSTON | MA | 02108 | 043224860 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| CITYWIDE YOUTH COALITION INC | |||||||||
| 928 CHAPEL STREET SUITE 201 | NEW HAVEN | CT | 06510 | 061386638 | 501 C 3 | $40,000 | $0 | EDUCATION GRANT | |
| CLT ALLIANCE FOUNDATION | |||||||||
| PO BOX 20103 | CHARLOTTE | NC | 28202 | 562227354 | 501 C 3 | $15,000 | $0 | EDUCATION GRANT | |
| COLEMAN CHILDREN AND YOUTH SERVICES | |||||||||
| 459 VIENNA ST | SAN FRANCISCO | CA | 94112 | 942258612 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| COMMUNITY EMPOWERMENT GROUP OF NJ | |||||||||
| 62 COOPER ST | CAMDEN | NJ | 08102 | 882216409 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| COMMUNITY EMPOWERMENT GROUP OF NJ | |||||||||
| 62 COOPER ST | CAMDEN | NJ | 08102 | 882216409 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| COMMUNITY PARTNERS | |||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | 954302067 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| DOLORES HUERTA FOUNDATION | |||||||||
| PO BOX 2087 | BAKERSFIELD | CA | 93303 | 912145992 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE ALLIANCE | |||||||||
| 1214 EAST LENOIR ST | RALEIGH | NC | 27610 | 871986048 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE ALLIANCE | |||||||||
| 1214 EAST LENOIR ST | RALEIGH | NC | 27610 | 871986048 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE ALLIANCE | |||||||||
| 1214 EAST LENOIR ST | RALEIGH | NC | 27610 | 871986048 | 501 C 3 | $43,500 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE ALLIANCE | |||||||||
| 1214 EAST LENOIR ST | RALEIGH | NC | 27610 | 871986048 | 501 C 3 | $250 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE ALLIANCE | |||||||||
| 1214 EAST LENOIR ST | RALEIGH | NC | 27610 | 871986048 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| EDUCATION JUSTICE COALITION OF VERMONT | |||||||||
| 18 KENT ST | MONTPELIER | VT | 05602 | 854232236 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| EMERGING PRACTITIONERS IN PHILANTHROPY (EPIP) | |||||||||
| 201 N UNION ST STE 110 | ALEXANDRIA | VA | 22314 | 921261173 | 501 C 3 | $5,000 | $0 | MEMBERSHIP GRANT | |
| EMPOWERMENT WORKS INC | |||||||||
| 1187 COAST VILLAGE RD SUITE 101 | SANTA BARBARA | CA | 93108 | 311796801 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| FAMILIES FOR STRONG PUBLIC SCHOOLS INC | |||||||||
| 4909 ELIZABETH ANNE CIRCLE | TAMPA | FL | 336161857 | 933770058 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| FLORIDA RISING TOGETHER INC | |||||||||
| 10800 BISCAYNE BLVD STE 1050 | MIAMI | FL | 33151 | 453956785 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| FUSION PARTNERSHIPS INC | |||||||||
| 1601 GUILFORD AVE 2 SOUTH | BALTIMORE | MD | 21202 | 522148413 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| FUSION PARTNERSHIPS INC | |||||||||
| 1601 GUILFORD AVE 2 SOUTH | BALTIMORE | MD | 21202 | 522148413 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| GENERATION CITIZEN | |||||||||
| 110 WALL STREET 5TH FLOOR | NEW YORK | NY | 10005 | 272039522 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| GEORGIA YOUTH JUSTICE COALITION FOR EDUCATION | |||||||||
| 794 MARIETTA ST NW UNIT 94931 | ATLANTA | GA | 30377 | 990960506 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| GEORGIA YOUTH JUSTICE COALITION FOR EDUCATION | |||||||||
| 794 MARIETTA ST NW UNIT 94931 | ATLANTA | GA | 30377 | 990960506 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| GIRLS FOR GENDER EQUITY | |||||||||
| 25 CHAPEL STREET SUITE 1006 | BROOKLYN | NY | 11201 | 043697166 | 501 C 3 | $40,000 | $0 | EDUCATION GRANT | |
| GREATER BOSTON MOREHOUSE COLLEGE ALUMNI ASSOCIATION (GBMCAA) | |||||||||
| 32 HAWTHORNE STREET UNIT 2 | BOSTON | MA | 02119 | 043181707 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| GSA NETWORK | |||||||||
| 1714 FRANKLIN ST 100-418 | OAKLAND | CA | 94612 | 205367752 | 501 C 3 | $40,000 | $0 | EDUCATION GRANT | |
| HOOSIER ACTION RESOURCE CENTER INC | |||||||||
| 931 STATE STREET | NEW ALBANY | IN | 47150 | 834091031 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| HOUSTON COMMUNITY VOICES FOR PUBLIC EDUCATION (CVPE) | |||||||||
| 619 EAST 11TH AND ONE HALF ST | HOUSTON | TX | 77008 | 473620223 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| IOWA CITIZENS FOR COMMUNITY IMPROVEMENT | |||||||||
| 2001 FOREST AVE | DES MOINES | IA | 50311 | 421110721 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| KENTUCKY COALITION | |||||||||
| PO BOX 1450 | LONDON | KY | 40743 | 311113237 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $105,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| KEYSTONE RESEARCH CENTER | |||||||||
| 412 N THIRD ST | HARRISBURG | PA | 17101 | 251776998 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| KEYSTONE RESEARCH CENTER | |||||||||
| 412 N THIRD ST | HARRISBURG | PA | 17101 | 251776998 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| KIDS RETHINK NEW ORLEANS SCHOOLS | |||||||||
| 705 FLOOD STREET | NEW ORLEANS | LA | 70117 | 331203055 | 501 C 3 | $40,000 | $0 | EDUCATION GRANT | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||||
| 464 LUCAS AVE 202 | LOS ANGELES | CA | 90017 | 954459427 | 501 C 3 | $15,000 | $0 | EDUCATION GRANT | |
| MASSACHUSETTS BUDGET AND POLICY CENTER INC (MASSBUDGET) | |||||||||
| ONE STATE STREET SUITE 1250 | BOSTON | MA | 02109 | 042967537 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK (MCAN) | |||||||||
| 14 CUSHING AVENUE | DORCHESTER | MA | 02125 | 042863903 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| MELROSE EDUCATION FOUNDATION | |||||||||
| PO BOX 760891 | MELROSE | MA | 02176 | 462023401 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| MELROSE PTO INC | |||||||||
| 360 LYNN FELLS PKWY | MELROSE | MA | 02176 | 331216703 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| MIGRANT EQUITY SOUTHEAST | |||||||||
| 1305 BARNARD STREET 2051 | SAVANNAH | GA | 31401 | 862199824 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| MIGRANT EQUITY SOUTHEAST | |||||||||
| 1305 BARNARD STREET 2051 | SAVANNAH | GA | 31401 | 862199824 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | 942506933 | 501 C 3 | $75,000 | $0 | EDUCATION GRANT | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY (NCRP) | |||||||||
| 1900 L STREET NW SUITE 825 | WASHINGTON | DC | 20036 | 521072749 | 501 C 3 | $1,500 | $0 | MEMBERSHIP GRANT | |
| NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN | |||||||||
| 90 JOHN STREET SUITE 501 | NEW YORK | NY | 10038 | 731714118 | 501 C 3 | $105,000 | $0 | EDUCATION GRANT | |
| NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN | |||||||||
| 90 JOHN STREET SUITE 501 | NEW YORK | NY | 10038 | 731714118 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | |||||||||
| 1425 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 263015634 | 501 C 3 | $10,000 | $0 | MEMBERSHIP GRANT | |
| NATIVE AMERICANS IN PHILANTHROPY | |||||||||
| 1200 G STREET NW SUITE 800 | WASHINGTON | DC | 20002 | 561849598 | 501 C 3 | $5,000 | $0 | MEMBERSHIP GRANT | |
| NEA FOUNDATION | |||||||||
| 1201 16TH STREET NW | WASHINGTON | DC | 20036 | 237035089 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| NETWORK FOR PUBLIC EDUCATION | |||||||||
| PO BOX 227 | NEW YORK | NY | 10156 | 352532243 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| NETWORK FOR PUBLIC EDUCATION | |||||||||
| PO BOX 227 | NEW YORK | NY | 10156 | 352532243 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| NEW VIRGINIA MAJORITY EDUCATION FUND | |||||||||
| 3801 MT VERNON AVE | ALEXANDRIA | VA | 22305 | 271705920 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| OHIO VOICE | |||||||||
| PO BOX 428 | COLUMBUS | OH | 43216 | 823381404 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| ONE VOICE INC | |||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| ONE VOICE INC | |||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| ONE VOICE INC | |||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| OPEN SKY POLICY INSTITUTE | |||||||||
| 1327 H ST SUITE 102 | LINCOLN | NE | 68508 | 453327969 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| PS 305 INC | |||||||||
| 1951 NORTHWEST 7TH AVENUE | MIAMI | FL | 33136 | 831090543 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| PS 305 INC | |||||||||
| 1951 NORTHWEST 7TH AVENUE | MIAMI | FL | 33136 | 831090543 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| PA'LANTE RESTORATIVE JUSTICE | |||||||||
| 220 LINDEN ST | HOLYOKE | MA | 01040 | 922240723 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| PARENTSTOGETHER FOUNDATION | |||||||||
| 1629 K ST NW SUITE 300 | WASHINGTON | DC | 20006 | 464838094 | 501 C 3 | $65,000 | $0 | EDUCATION GRANT | |
| PARTNERSHIP FOR SOUTHERN EQUITY | |||||||||
| 55 IVAN ALLEN JR BLVD NW SUITE 530 | ATLANTA | GA | 30308 | 274424115 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| POWERSWITCH ACTION | |||||||||
| 1305 FRANKLIN ST SUITE 501 | OAKLAND | CA | 94612 | 710914032 | 501 C 3 | $40,000 | $0 | EDUCATION GRANT | |
| PRISON BOOK PROGRAM | |||||||||
| C/O LUCY PARSONS BOOKSTORE 1306 | QUINCY | MA | 02169 | 203235673 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | HANCOCK ST |
| PROGRESSIVE MARYLAND EDUCATION FUND INC | |||||||||
| PO BOX 7557 | LARGO | MD | 20792 | 030401249 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| PROVIDENCE STUDENT UNION | |||||||||
| 763R WESTMINSTER ST | PROVIDENCE | RI | 02903 | 455052229 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| PROVIDENCE YOUTH STUDENT MOVEMENT (PRYSM) | |||||||||
| PO BOX 6487 | PROVIDENCE | RI | 02940 | 651224536 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK | |||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | 501 C 3 | $2,500 | $0 | EDUCATION GRANT | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK | |||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK | |||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | 501 C 3 | $70,000 | $0 | EDUCATION GRANT | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK | |||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | 133364209 | 501 C 3 | $4,000 | $0 | EDUCATION GRANT | |
| PUENTE HUMAN RIGHTS MOVEMENT | |||||||||
| PO BOX 21837 | PHOENIX | AZ | 85036 | 453697690 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| R3 INC | |||||||||
| 836 HITCHING POST RD | CHARLESTON | SC | 29414 | 453449596 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| RACE FORWARD | |||||||||
| 145 E 57TH ST 4TH FL | NEW YORK | NY | 10022 | 942759879 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| RACIAL JUSTICE NOW | |||||||||
| 13217 NEW HAMPSHIRE AVE 4692 | SILVER SPRING | MD | 20904 | 812721208 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| REACH OUT AND READ | |||||||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | 043481253 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| RESIST INC | |||||||||
| 42 SEAVERNS ST BOSTON | BOSTON | MA | 02130 | 042433182 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| RESIST INC | |||||||||
| 42 SEAVERNS ST BOSTON | BOSTON | MA | 02130 | 042433182 | 501 C 3 | $20,000 | $0 | EDUCATION GRANT | |
| RESIST INC | |||||||||
| 42 SEAVERNS ST BOSTON | BOSTON | MA | 02130 | 042433182 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| RESIST INC | |||||||||
| 42 SEAVERNS ST BOSTON | BOSTON | MA | 02130 | 042433182 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| RESIST INC | |||||||||
| 42 SEAVERNS ST BOSTON | BOSTON | MA | 02130 | 042433182 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| ROXBURY COMMUNITY COLLEGE FOUNDATION INC | |||||||||
| 1234 COLUMBUS AVE 210 | ROXBURY CROSSING | MA | 02120 | 222536037 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| SBC DEVELOPMENT CORPORATION | |||||||||
| 3705 KESSLER BLVD N DR | INDIANAPOLIS | IN | 46222 | 680558032 | 501 C 3 | $7,500 | $0 | EDUCATION GRANT | |
| SIGMAS FOR HUMANITY INC | |||||||||
| 5117 CREST HAVEN WAY | PERRY HALL | MD | 21128 | 474911756 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| SOUTHERN ECHO INC | |||||||||
| 1350 LIVINGSTON LANE SUITE C | JACKSON | MS | 39213 | 640819311 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| STATE DEMOCRACY PROJECT (SDP) | |||||||||
| 77 SANDS ST 6TH FLOOR | BROOKLYN | NY | 11201 | 522003442 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| STATE DEMOCRACY PROJECT (SDP) | |||||||||
| 77 SANDS ST 6TH FLOOR | BROOKLYN | NY | 11201 | 522003442 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT (SOCM) | |||||||||
| PO BOX 12667 | KNOXVILLE | TN | 37912 | 581550966 | 501 C 3 | $8,192 | $0 | EDUCATION GRANT | |
| STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT (SOCM) | |||||||||
| PO BOX 12667 | KNOXVILLE | TN | 37912 | 581550966 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT (SOCM) | |||||||||
| PO BOX 12667 | KNOXVILLE | TN | 37912 | 581550966 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| STEP UP LOUISIANA ORGANIZING FUND | |||||||||
| 2022 ST BERNARD AVE 124B | NEW ORLEANS | LA | 70116 | 851061102 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| THE NATIONAL CARES MENTORING MOVEMENT INC | |||||||||
| 5 PENN PLAZA 23RD FLOOR | NEW YORK | NY | 10001 | 320207585 | 501 C 3 | $12,500 | $0 | EDUCATION GRANT | |
| TIDES CENTER | |||||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | 943213100 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| UNITED WE DREAM NETWORK | |||||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | 462216565 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| URBAN LEAGUE OF RACINE AND KENOSHA | |||||||||
| 3030 39TH AVE | KENOSHA | WI | 53144 | 391042332 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| WE ARE DOWN HOME | |||||||||
| PO BOX 10694 | GREENSBORO | NC | 27404 | 831247155 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| WE ARE DOWN HOME | |||||||||
| PO BOX 10694 | GREENSBORO | NC | 27404 | 831247155 | 501 C 3 | $43,500 | $0 | EDUCATION GRANT | |
| WE ARE DOWN HOME | |||||||||
| PO BOX 10694 | GREENSBORO | NC | 27404 | 831247155 | 501 C 3 | $50,000 | $0 | EDUCATION GRANT | |
| WEST ATLANTIC REDEVELOPMENT CORPORATION | |||||||||
| PO BOX 8083 | DELRAY BEACH | FL | 33484 | 650863751 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS | |||||||||
| 1502 W BROADWAY 102 | MADISON | WI | 53713 | 061824467 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS | |||||||||
| 1502 W BROADWAY 102 | MADISON | WI | 53713 | 061824467 | 501 C 3 | $10,000 | $0 | EDUCATION GRANT | |
| WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS | |||||||||
| 1502 W BROADWAY 102 | MADISON | WI | 53713 | 061824467 | 501 C 3 | $30,000 | $0 | EDUCATION GRANT | |
| YOUTH ADVOCACY FOUNDATION | |||||||||
| 75 FEDERAL STREET 6TH FLOOR | BOSTON | MA | 02110 | 043583353 | 501 C 3 | $25,000 | $0 | EDUCATION GRANT | |
| YOUTH TOGETHER INC | |||||||||
| 1714 FRANKLIN ST SUITE 100-153 | OAKLAND | CA | 94612 | 352201239 | 501 C 3 | $5,000 | $0 | EDUCATION GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 93 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H JACKSON | ||||||||||||||
| PRESIDENT AND CEO | $451,900 | $0 | $0 | $0 | $0 | $0 | $26,878 | $0 | $12,353 | $0 | $491,131 | $0 | $0 | $0 |
| DIANA TATE VERMEIRE | ||||||||||||||
| SENIOR VP OF STRATEGY | $258,848 | $0 | $0 | $0 | $0 | $0 | $19,642 | $0 | $8,630 | $0 | $287,120 | $0 | $0 | $0 |
| LAUREN HADI | ||||||||||||||
| SVP OF ADVANCEMENT (UNTIL 4/14/24) | $192,175 | $0 | $0 | $0 | $0 | $0 | $12,511 | $0 | $6,320 | $0 | $211,006 | $0 | $0 | $0 |
| JUONTEL WHITE | ||||||||||||||
| SENIOR VP OF PROGRAMS AND ADVOCACY | $157,790 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,270 | $0 | $176,060 | $0 | $0 | $0 |
| DIALLO BROOKS | ||||||||||||||
| SENIOR VP OF PROGRAMS AND ADVOCACY | $153,867 | $0 | $0 | $0 | $0 | $0 | $12,662 | $0 | $4,283 | $0 | $170,812 | $0 | $0 | $0 |
| DIEGO ALVAREZ PADILLA | ||||||||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | $143,969 | $0 | $0 | $0 | $0 | $0 | $7,464 | $0 | $8,156 | $0 | $159,589 | $0 | $0 | $0 |
| MICHAEL S WOTORSON | ||||||||||||||
| DIR. NAT'L OTL NETWORK | $141,508 | $0 | $0 | $0 | $0 | $0 | $12,020 | $0 | $5,467 | $0 | $158,995 | $0 | $0 | $0 |
| MELISSA DAAR CARVAJAL | ||||||||||||||
| COMMUNICATIONS DIRECTOR | $154,136 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,952 | $0 | $156,088 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION INCLUDES A REVIEW OF COMPENSATION FOR EXECUTIVES AT SIMILAR ORGANIZATIONS. THE REVIEW IS CONDUCTED BY AN INDEPENDENT COMPENSATION COMMITTEE SELECTED BY THE BOARD. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE COMPENSATION COMMITTEE SUBMITS THE FINDINGS AND A COMPENSATION RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. A PERFORMANCE ASSESSMENT OF THE CEO IS CONDUCTED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OPPORTUNITY TO LEARN ACTION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN PLACE SUITE 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274836929 | EIN |
| Primary Activities | ADVOCACY ORGANIZATION - EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |