2025-05-15T12:33:05+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 351978359 EdChoice Inc EDCH 3176810745 111 Monument Circle Suite 2650 Indianapolis IN 46204 Robert C Enlow President/CEO 3176810745 2025-05-15 true true Nicole Fishback P01279475 3173834000 2025-05-15 2024 2025-03-06 01:10:19Z Robert C Enlow 111 Monument Circle Suite 2650 Indianapolis IN 46204 26687773 false X WWW.EDCHOICE.ORG X 1996 IN ADVANCING EDUCATIONAL FREEDOM AND CHOICE FOR ALL AS A PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. 8 7 45 7 0 9667186 9771686 109388 192868 846554 1737485 14009 13220 10637137 11715259 1019000 1238000 0 0 4432597 5403431 177514 126000 1050693 7366222 6179499 12995333 12946930 -2358196 -1231671 20478286 18404425 1285420 1167273 19192866 17237152 X EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. false false 3815168 195000 158868 TRAINING AND OUTREACH: EDCHOICE, INC, UNDERTAKES NON-PARTISAN EDUCATIONAL TRAINING AND OUTREACH ACTIVITIES THAT INFORM THE PUBLIC, MEDIA AND POLICY MAKERS ON THE ISSUE OF EDUCATIONAL CHOICE AND ON EXISTING SCHOOL CHOICE PROGRAMS. THIS INCLUDES FORMAL TRAININGS, CONFERENCES, FACT-FINDING TRIPS, AND EDUCATIONAL BRIEFINGS. 3629591 941000 STATE PROGRAMS: EDCHOICE, INC, WORKS IN STATES AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE, PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS AND INDIVIDUALS. SERVICES INCLUDE: SPONSORING AND HOSTING INFORMATIONAL SYMPOSIUMS, TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES, EDUCATING LOCAL AND STATE ORGANIZATIONS ON EDUCATIONAL CHOICE PROGRAMS, PARENT EDUCATIONAL EFFORTS AND TRAINING, INFORMING MEDIA, PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION, AND SPONSORING VISITS BY EXPERT SPEAKERS. 3174483 102000 RESEARCH AND THOUGHT LEADERSHIP: EDCHOICE, INC, PRODUCES NON-PARTISAN RESEARCH AND PUBLICATIONS INTENDED TO INFORM THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE. TYPES OF RESEARCH AND EDUCATIONAL PUBLICATIONS INCLUDE: REVIEWING AND SYNTHESIZING EXISTING RESEARCH ON EDUCATIONAL CHOICE, SUCH AS THE ABC'S OF SCHOOL CHOICE AND INFORMATIONAL BROCHURES; CONDUCTING ORIGINAL STATE AND NATIONAL RESEARCH ON EDUCATIONAL CHOICE, SUCH AS STATE POLLING AND FISCAL AND ACADEMIC IMPACT STUDIES; AND PUBLISHING COMMENTARY PAPERS, WEBINARS AND BLOGS. 874266 34000 Legal Advocates: To safeguard choice programs for families, EdChoice, Inc. established EdChoice Legal Advocates (EdLA) to engage directly in litigation efforts. EdLA provides legal representation and support to parents involved in school choice litigation across the nation. 874266 34000 11493508 true true false true false false false false false false true false false false true false true false false true true false false true false false false true false true false false false false false false false false false false true false false false false false false false false false true X 101 0 true 45 true false false false false false false false false false false false false X 8 7 false false false false false false false true true false false false true true true true true true true false false false CA FL GA AL IL KS KY MD MA MI MN MS MO NH NJ NC OR PA RI TN VA AR WV WI X Michelle Stephens 3176810745 111 Monument Circle Suite 2650 Indianapolis IN 46204 DEVIN ANDERSON TREASURER 1.0 0.0 X X 0 0 0 FRED S KLIPSCH CHAIRMAN 2.0 0.0 X X 0 0 0 J SCOTT ENRIGHT VICE CHAIRMAN & SECRETARY 5.0 0.0 X X 0 0 0 ROBERT C ENLOW PRESIDENT & CEO 45.0 0.0 X X 452708 0 34070 DAVID D FRIEDMAN DIRECTOR 1.0 0.0 X 0 0 0 FRED REAMS DIRECTOR 3.0 0.0 X 0 0 0 MICHAEL WALKER DIRECTOR 1.0 0.0 X 0 0 0 VIRGINIA WALDEN-FORD DIRECTOR 1.0 0.0 X 17500 0 0 CAREY E FOLCO VICE PRESIDENT OF OPERATIONS 40.0 0.0 X 187900 0 19842 STEVEN HOLWERDA VICE PRESIDENT OF DEVELOPMENT 40.0 0.0 X 165904 0 17586 BRIAN MCGRATH V.P. OF EXTERNAL RELATIONS 40.0 0.0 X 175650 0 28355 LESLIE HINER VICE PRESIDENT OF LEGAL AFFAIRS 40.0 0.0 X 213008 0 10662 MARTIN LUEKEN DIRECTOR OF FISCAL RESEARCH 40.0 0.0 X 148400 0 25769 PAUL DIPERNA V.P. OF RESEARCH & INNOVATION 40.0 0.0 X 175650 0 28343 THOMAS FISHER VICE PRESIDENT & DIRECTOR OF LITIGATION 40.0 0.0 X 250004 0 28769 1786724 0 193396 15 false true false ADARSH CONSULTANTS LIMITED UNIT 26J BLDG 6500 CORK AIRPORT BUS Cork EI RESEARCH CONSULTING 156000 AMERICAN PHILANTHROPIC LLC 651 Valley Road Hockessin DE 19707 CONSULTING SERVICES 152875 2 9771686 308347 9771686 CONFERENCE/EVENT REGISTRATION REVENUE 611710 158868 158868 SPEAKING ENGAGEMENT 611710 34000 34000 0 0 0 0 192868 664752 664752 0 0 16045247 14972514 1072733 0 1072733 1072733 0 MISCELLANEOUS INCOME 999999 13220 13220 0 0 0 0 13220 11715259 192868 0 1750705 X 1238000 1238000 895511 451729 152549 291233 3510631 3252036 93466 165129 91469 85159 2418 3892 603015 539401 19527 44087 302805 258777 15360 28668 14942 14942 48108 48108 169148 169148 126000 126000 1905862 1845230 34456 26176 87754 86325 174 1255 221960 197302 14730 9928 173716 153514 7635 12567 512675 492680 677 19318 113819 113819 1445385 1433117 5759 6509 1071 919 53 99 64702 55644 3235 5823 63669 54509 2939 6221 SPONSORED EVENTS 757490 757490 MAILING AND PRINTING FEES 468712 163281 1643 303788 SPEAKER/MODERATOR FEES 129736 129736 STATE POLLING 750 750 0 0 0 0 12946930 11493508 402729 1050693 608863 199957 2389254 537104 500000 501104 0 0 0 0 188728 192057 562041 434484 192260 127557 16222973 16256508 0 0 376208 590138 20478286 18404425 565398 535676 152188 168900 0 0 567834 462697 1285420 1167273 X 18046477 16652114 1146389 585038 19192866 17237152 20478286 18404425 -1231671 -724043 0 X false true true false X 7274922 9054335 12323647 9667186 9771686 48091776 0 0 7274922 9054335 12323647 9667186 9771686 48091776 4421786 43669990 505129 459054 439443 839839 664752 2908217 0 123063 66951 76975 123397 207588 597974 51597967 0 0.84635 0.85504 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 Schedule A, Part II, Line 10 Other Income DESCRIPTION - CONFERENCE AND EVENT REGISTRATION, COLUMN A - 123063.0, COLUMN B - 66951.0, COLUMN C - 76975.0, COLUMN D - 123397.0, COLUMN E - 207588.0, COLUMN F - 597974.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126 174401 174527 11318981 11493508 724675 0 181169 0 0 623574 631316 728824 724675 2708389 4062584 223818 251864 140562 174527 790771 155894 157829 182206 181169 677098 1015647 5079 0 7885 126 13090 Schedule C, Part II-A, A LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION EDCHOICE, INC. IS NEVER INVOLVED IN POLITICAL CAMPAIGNS. THE PRIMARY ACTIVITY UNDERTAKEN BY EDCHOICE, INC. IS EDUCATIONAL IN NATURE. THE ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H) OF THE INTERNAL REVENUE CODE. CONSISTENT WITH AN ORGANIZATION EXEMPT UNDER CODE SECTION 501(C)(3) WITH "H ELECTION", THE ORGANIZATION ALSO UNDERTAKES ALLOWABLE AND LIMITED LOBBYING ACTIVITIES IN CERTAIN STATES TO AID IN THE PASSAGE OF LEGISLATION THAT ENABLES PARENTS TO RECEIVE AND DIRECT PUBLIC FUNDS IN ORDER TO CHOOSE THE BEST EDUCATIONAL SETTING FOR THEIR CHIDLREN, WHETHER THAT SETTING IS A PUBLIC SCHOOL, PRIVATE SCHOOL, CHARTER SCHOOL, AT HOME OR ONLINE. IN 2023, THESE ACTIVITIES INCLUDED ALLOCATING STAFF TIME FOR DIRECT LOBBYING TO STATE LEGISLATORS, ENGAGING CONSULTANTS TO ASSIST WITH LEGISLATIVE WORK, AND ENCOURAGING THE GENERAL PUBLIC TO SUPPORT SPECIFIC LEGISLATION. 214055 165475 48580 347986 269009 78977 127557 Federal Income Taxes Lease Liability 462697 462697 10991216 -724043 0 -724043 11715259 0 0 11715259 12946930 0 0 12946930 0 0 12946930 Schedule D, Part X, Line 2 ASC 740 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Europe (Including Iceland and Greenland) 1 Program Services RESEARCH 156000 0 1 0 0 0 1 156000 0 156000 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X X X true American Philanthropic LLC 119 N High Street West Chester PA 19380 Fundraising consulting services including advice on strategy, research and direct mail false 0 152875 -152875 0 152875 -152875 CA CO CT FL GA AL IL KS ME AK MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI TN VA AR WA WV WI Schedule G, Part I, Line 2b Highest paid fundraiser The organization engaged American Philanthropic, LLC. to provide fundraising consulting services including advice on strategy, research and direct mail. true Empower Mississippi Foundation 1000 Northpark Drive Ridgeland MS 39157 464565274 501(C)(3) 75000 Support for education and promotion of universal school choice in Mississippi to build support for a universal ESA program. Activities include hosting a series of Education Freedom town halls, conducting polling and research, and hiring a PR firm to help with messaging and marketing. Pride and Prejudice Inc 178 State Street Meriden CT 06450 844838414 501(C)(3) 30000 Support for the Connecticut Parents Union and parent engagement efforts to bring greater awareness of educational choice to the public in Connecticut. Iowa Association of Christian Schools Foundation PO Box 12028 Des Moines IA 50312 932592000 501(C)(3) 50000 Support for driving greater partnership and advancement of Iowa Christian schools, funding the outreach director position to increase outreach efforts and connections, and intentional implementation of education savings accounts in Iowa. The Children's Scholarship Fund 180 Loudon Road Concord NH 03301 134002189 501(C)(3) 65000 Support for education and outreach to increase awareness and and support for educational choice and New Hampshire's Education Freedom Accounts, including retaining an outreach coordinator for these efforts. Opportunity Arkansas Foundation 823 Parkway Street Conway AR 72034 883938322 501(C)(3) 50000 Support for educating parents on the existing education options in Arkansas and engaging parents online to spread information about AR Learns. Love Your School 4940 East Sunnyside Drive Phoenix AZ 85254 845012487 501(C)(3) 75000 Support for the growth of the Love your School League parent advocate program, continued educational outreach to Arizona and West Virginia parents, and production of high quality marketing content to increase education choice awareness. National Microschooling Center 376 East Warm Springs Road Las Vegas NV 89119 820930795 501(C)(3) 50000 Support for Microschool Growth Program to identify, cultivate, and train new microschool founders to successfully launch microschools in Indiana. Pennslyvania Families for Educational Choice Inc 350 Towne Square Way 97798 Brentwood PA 15227 882536665 501(C)(3) 50000 Support for efforts to educate families about their education choice options in Pennsylvania. National Urban League Inc 80 Pine Street New York NY 10005 131840489 501(C)(3) 100000 Support for the Young Professionals Education Leadership Institute which will educate and inform cohort participants on educational opportunity from both a national and local perspective while also providing dialogue and activities to help participants gain a greater understanding of the educational landscape and available educational options in their respective communities. National Microschooling Center 376 East Warm Springs Road Las Vegas NV 89119 820930795 501(C)(3) 35000 Support to build, develop and grow the Indiana microschooling community by undertaking efforts to identify, recruit, and train microschool leaders in Indiana. Empower Mississippi Foundation 1000 Northpark Drive Ridgeland MS 39157 464565274 501(C)(3) 10000 Support for meetings and activities to identify, cultivate, and train new microschool founders to successfully launch microschools in Mississippi through the Embark project. Harrisburg Families United 3655 Chambers Hill Rd Harrisburg PA 17111 853955843 501(C)(3) 15000 Support for education and outreach on education choice and its benefits, and to increase support and awareness of education options in Pennsylvania. Love Your School 216 N 18th Avenue Phoenix AZ 85007 845012487 501(C)(3) 15000 Support for the growth of the Love Your School league parent advocate program, continued educational outreach to Arizona and West Virginia parents, and production of high quality marketing content to increase education choice awareness. Institute for Quality Education 101 West Ohio Street Indianapolis IN 46204 351836687 501(C)(3) 150000 General operating support with the intention of continuing to improve the quality of education for all Indiana students by: engaging and informing parents, educators, and policy makers; analyzing data; and promoting and implementing policies that work. Iowa Association of Christian Schools Foundation PO Box 12028 Des Moines IA 50312 932592000 501(C)(3) 50000 Support for outreach staff and activities, educating on education choice policy and available options, and school support and trainings. Cardinal Institute for West Virginia Policy Inc Po Box 11495 Charleston WV 25339 471932521 501(C)(3) 75000 Support for continued outreach, education and implementation of the Hope Scholarship program, including a staff member to focus efforts. Pelican Institute for Public Policy 400 Poydras Street New Orleans LA 70130 261704791 501(C)(3) 75000 Support for educational outreach and engagement activities to increase awareness and usage of the new Louisiana Giving All True Opportunity to Rise program. Oklahoma Parents for Student Achievement 309 NW 13th Street Oklahoma City OK 73103 934447936 501(C)(3) 21000 Support for professional development and training to expand learning and knowledge base to help grow parent awareness and participation in education choice programs in Oklahoma. National Microschooling Center 376 East Warm Springs Road Las Vegas NV 89119 820930795 501(C)(3) 17000 Support to build, grow and develop the Indiana microschooling community. KuriosEd Inc 5156 Deer Creek Court Indianapolis IN 46254 881951619 501(C)(3) 50000 Support for the development and execution of curriculum and training materials for the follow-up, training, and expansion of the work for the clergy and faith leaders in Indiana, Georgia, and South Carolina. National Black Caucus of Black Legislators 122 C Street NW Washington DC 20001 521218832 501(C)(3) 65000 Support for 30 NBCSL members to attend a structured focus group conversation and a pre-conference discussion on educational choice policy before the 2024 NBCSL Annual Legislative Conference. Utah Education Fits All PO Box 901088 Sandy UT 84090 852895545 501(C)(3) 50000 General support to market the Utah Fits All Scholarship program to families and to work with others to help support the successful implementation of the program. The Oaks Community Center Inc 3092 Brookside Parkway N Drive Indianapolis IN 46218 261529969 501(C)(3) 50000 Support for the Indiana Educator Fellowship Program which works to train Indiana educators on how to provide high quality schooling in a choice state. Better Outcomes for Our Kids Inc 83 Glenn Street SE Atlanta GA 30312 471653650 501(C)(3) 15000 Support to increase awarenss and support of educational choice in Georgia including community leadership and parent engagement efforts. 24 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. EDCHOICE, INC. ACCEPTS APPLICATIONS FOR GRANTS THAT CONFORM TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE AND EDUCATIONAL MISSION. APPLICATIONS MUST INCLUDE A DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, PROJECT BUDGET, METHOD TO EVALUATE SUCCESS, BOARD OF DIRECTORS LIST, AND FINANCIAL STATEMENTS. THE EDCHOICE PROGRAM STAFF REVIEW THE REQUEST AND SUBMIT SUGGESTED GRANTS TO THE EXECUTIVE MANAGEMENT. AFTER APPROVAL, THE VICE PRESIDENT OF OPERATIONS REVIEWS THE REQUEST FOR PROPER DOCUMENTATION AND DRAFTS A GRANT AGREEMENT THAT REQUIRES ALL FUNDS BE USED IN FURTHERANCE OF A PERMISSIBLE ACTIVITY UNDER CODE SECTION 501(C)(3), WHICH IS THEN SIGNED BY THE GRANTEE, AND THE PAYMENT IS MADE. PROGRAM STAFF WORK CLOSELY WITH THE GRANTEE TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT AND ENSURE PROPER USE OF GRANT FUNDS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE PROJECT, INCLUDING HOW FUNDS WERE USED, IN A TIMELY MANNER AS REQUIRED BY THE GRANT AGREEMENT. X X X X false false false false false false false true false ROBERT C ENLOW PRESIDENT & CEO 392008 0 60700 0 0 0 9351 0 24719 0 486778 0 0 0 CAREY E FOLCO VICE PRESIDENT OF OPERATIONS 151200 0 36700 0 0 0 4596 0 15246 0 207742 0 0 0 STEVEN HOLWERDA VICE PRESIDENT OF DEVELOPMENT 153004 0 12900 0 0 0 4740 0 12846 0 183490 0 0 0 LESLIE HINER VICE PRESIDENT OF LEGAL AFFAIRS 188808 0 24200 0 0 0 5700 0 4962 0 223670 0 0 0 PAUL DIPERNA V.P. OF RESEARCH & INNOVATION 150600 0 25050 0 0 0 4584 0 23759 0 203993 0 0 0 BRIAN MCGRATH V.P. OF EXTERNAL RELATIONS 150600 0 25050 0 0 0 4596 0 23759 0 204005 0 0 0 MARTIN LUEKEN DIRECTOR OF FISCAL RESEARCH 130000 0 18400 0 0 0 3900 0 21869 0 174169 0 0 0 THOMAS FISHER VICE PRESIDENT & DIRECTOR OF LITIGATION 230004 0 20000 0 0 0 6900 0 21869 0 278773 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments ROBERT C. ENLOW RECEIVED A PERFORMANCE PAYMENT WHICH WAS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS WAS A DISCRETIONARY BONUS BASED UPON FULFILLING THE MISSION OF THE ORGANIZATION, FOCUSING SPECIFICALLY ON PROGRAMMING, OPERATIONS AND FINANCIAL HEALTH OF THE ORGANIZATION. SOME EMPLOYEES RECEIVED A MERIT BONUS DETERMINED BY THE PRESIDENT AND CEO FOR EXCEPTIONAL WORK IN THEIR ROLES. 6 308347 Market value false true false Schedule M, Part I Number of Contributors: The organization reports the number of contributors in Column (B). Form 990, Part III, Line 1 ORGANIZATION'S MISSION EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. EDCHOICE BELIEVES THAT FAMILIES ARE BEST EQUIPPED TO MAKE K-12 SCHOOLING DECISIONS FOR THEIR CHILDREN. EDCHOICE, INC WORKS AT THE STATE LEVEL TO EDUCATE DIVERSE AUDIENCES ON THE BENEFITS OF HIGH-QUALITY EDUCATION CHOICE PROGRAMS. EDCHOICE, INC. IS THE INTELLECTUAL LEGACY OF MILTON AND ROSE D. FRIEDMAN, WHO FOUNDED THE ORGANIZATION IN 1996. Form 990, Part III, Line 4d Description of other program services (Expenses $ 874,266 including grants of $)(Revenue $ 34,000) Legal Advocates: To safeguard choice programs for families, EdChoice, Inc. established EdChoice Legal Advocates (EdLA) to engage directly in litigation efforts. EdLA provides legal representation and support to parents involved in school choice litigation across the nation. Form 990, Part V, Line 1c COMPLIANCE WITH BACKUP WITHHOLDING RULES EDCHOICE, INC. WAS NOT REQUIRED TO COMPLY WITH THE BACKUP WITHHOLDING RULES BECAUSE IT DID NOT MAKE REPORTABLE PAYMENTS TO VENDORS OR PAY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE CONTROLLER. THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH EDCHOICE, INC. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE VICE PRESIDENT OF OPERATIONS. IN ADDITION, THE EXECUTIVE STAFF OF EDCHOICE, INC. ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF THE ORGANIZATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. THE PURPOSE OF THE POLICY IS TO ENSURE THAT THE ORGANIZATION'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. ON FEBRUARY 15, 2024, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, MEETING AS A SEPARATE COMMITTEE EVALUATED THE COMPENSATION OF THE PRESIDENT/CEO, EVALUATED COMPARABILITY DATA, AND USED SUCH DATA TO SET HIS COMPENSATION FOR 2024. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A, Line 4 REPORTABLE COMPENSATION VIRGINIA WALDEN-FORD WORKS WITH THE ORGANIZATION AS PART OF THE EDCHOICE EXPERTS SPEAKERS BUREAU. THE BOARD OF DIRECTORS HAS REVIEWED THIS WORK IN RELATION TO THE CONFLICT OF INTEREST POLICY AND DETERMINED THE PAYMENT IS AN HONORARIUM FOR SPEAKING ENGAGEMENTS, AND IS NOT RELATED TO HER DUTIES AS A DIRECTOR. FURTHERMORE, THE BOARD OF DIRECTORS APPROVED SUCH PAYMENT, WITH VIRGINIA WALDEN-FORD NOT PRESENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. Form 990, Part VII, Section B, Line 1 INDEPENDENT CONTRACTORS THE AMOUNT PAID TO AMERICAN PHILANTHROPIC, LLC AS AN INDEPENDENT CONTRACTOR IS FOR FUNDRAISING ($126,000) AND OTHER CONSULTING SERVICES ($26,875). Form 990, Part IX, Line 11g Other Fees SUBSCRIPTION SERVICES - Total Expense: 179857, Program Service Expense: 158842, Management and General Expenses: 15715, Fundraising Expenses: 5300; INDEPENDENT CONTRACTORS - Total Expense: 1312277, Program Service Expense: 1303790, Management and General Expenses: 2725, Fundraising Expenses: 5762; CONSULTANTS - Total Expense: 382453, Program Service Expense: 364513, Management and General Expenses: 3893, Fundraising Expenses: 14047; EDITING AND WRITING - Total Expense: 19152, Program Service Expense: 18085, Management and General Expenses: , Fundraising Expenses: 1067; OTHER PROFESSIONAL - Total Expense: 12123, Program Service Expense: , Management and General Expenses: 12123, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Schedule F, Part I, Line 2 MONITORING THE USE OF GRANTS OUTSIDE THE US EDCHOICE DOES NOT AWARD ANY GRANTS OUTSIDE OF THE US. THE ONLY PAYMENTS MADE OUTSIDE THE US WERE FOR AN INDEPENDENT CONTRACTOR FOR RESEARCH SERVICES IN FURTHERANCE OF EDCHOICE'S EXEMPT PURPOSE.