2023-10-03T15:17:37-05:00 2022-12-31 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-01-01 351978359 EdChoice Inc % CAREY E FOLCO EDCH 3176810745 111 Monument Circle Suite 2650 Indianapolis IN 46204 ROBERT C ENLOW PRESIDENT AND CEO 3176810745 2023-11-15 true Robert C Enlow XXX-XX-XXXX NICOLE B FISHBACK P01279475 3173834000 2023-11-15 2 2022 2023-04-26 12:10:37Z ROBERT C ENLOW 111 MONUMENT CIRCLE STE 2650 INDIANAPOLIS IN 46204 20404616 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. 9 7 35 8 0 0 9054335 12323647 57816 66980 995843 1900711 9135 9995 10117129 14301333 1111040 1560000 0 0 3501522 3714161 122078 128899 984576 4736839 5566452 9471479 10969512 645650 3331821 20542454 21484135 723285 1149170 19819169 20334965 X EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. SEE SCHEDULE O. false false 3267108 694000 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. 2991606 140000 66980 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. 3367607 726000 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. 9626321 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 true false false false false false false false false true X 74 0 35 true false false false false false false false false false false false false X 9 7 false false false false false false false true true false false true true true true true true true false false AL AR CA FL GA IL KS KY MD MA MI MN MS MO NH NJ NC OR PA RI SC TN UT VA WV WI X CAREY E FOLCO 3176810745 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 X ROBERT C ENLOW PRESIDENT & CEO 45.0 0.0 X X 338508 0 30848 LESLIE HINER VICE PRESIDENT- Legal Affairs 40.0 0.0 X 181104 0 10601 STEVEN HOLWERDA VICE PRESIDENT OF DEVELOPMENT 40.0 0.0 X 166000 0 17339 PAUL DIPERNA V.P. 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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 2022, 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. 214052 146277 67775 304467 208064 96403 164178 0 LEASE LIABILITY 703424 703424 11485308 -2816025 -2816025 14301333 14301333 10969512 10969512 10969512 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 146250 1 1 146250 146250 SCHEDULE F, PART I, LINE 2 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. X X X X true AMERICAN PHILANTHROPIC LLC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTING false 0 128899 0 128899 AL AK AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NY NC OH OK OR PA RI TN UT VA 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 LOVE YOUR SCHOOL PO BOX 97250 PHOENIX AZ 85060 845012487 501 (C) (3) 81000 SEE PART IV NEVADA ACTION FOR CHOICE ACCESS 6625 SOUTH VALLEY VIEW BLVD STE 42 LAS VEGAS NV 89129 820930795 501 (C) (3) 25000 SEE PART IV PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 3100 SMOKETREE COURT SUITE 501 RALEIGH NC 27604 202754466 501 (C) (3) 40000 SEE PART IV THE OAKS COMMUNITY CENTER INC 3092 BROOKSIDE PARKWAY NORTH DRIVE INDIANAPOLIS IN 46218 261529969 501 (C) (3) 50000 SEE PART IV EVERY KID COUNTS OKLAHOMA INC 309 NW 13th STREET SUITE 103 OKLAHOMA CITY OK 73103 814609043 501(C)(3) 50000 SEE PART IV OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 731436375 501(C)(3) 50000 SEE PART IV IOWA ALLIANCE FOR CHOICE IN EDUCATION PO BOX 12219 DES MOINES IA 50312 204240578 501(C)(3) 85000 SEE PART IV THE CHILDRENS SCHOLARSHIP FUND 89 SOUTH STREET CONCORD NH 03301 134002189 501(C)(3) 85000 SEE PART IV JOSIAH BARTLETT CENTER FOR PUBLIC POLICY PO BOX 897 CONCORD NH 03302 223235650 501(C)(3) 25000 SEE PART IV NATIONAL URBAN LEAGUE INC 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 75000 SEE PART IV BETTER OUTCOMES FOR OUR KIDS INC 83 GLENN STREET SE ATLANTA GA 30312 471653650 501(C)(3) 35000 SEE PART IV KURIOSED INC 843 CRABBETOWN ROAD HEATHSVILLE VA 22473 851951619 501(C)(3) 65000 SEE PART IV SCHOOL CHOICE WISCONSIN INC 350 BISHOPS WAY SUITE 104 BROOKFIELD WI 53005 383695127 501(C)(3) 50000 SEE PART IV MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORP PO BOX 5209 HELENA MT 59604 810393527 501(C)(3) 56000 SEE PART IV THE MACKINAC CENTER 140 WEST MAIN STREET MIDLAND MI 48640 382701547 501(C)(3) 50000 SEE PART IV EMPOWER MISSISSIPPI FOUNDATION 1000 NORTHPARK DRIVE RIDGELAND MS 39157 464565274 501(C)(3) 30000 SEE PART IV IOWA ASSOCIATION OF CHRISTIAN SCHOOLS 4212 NORTHWEST WESTWOOD STREET ANKENY IA 50023 824037269 501(C)(3) 25000 SEE PART IV HISPANIC ACCESS FOUNDATION 1030 15TH STREET NW SUITE B/1 1 WASHINGTON DC 20005 272589206 501(C)(3) 50000 SEE PART IV OUTCOMES RESEARCH INSTITUTE 4868 KENSINGTON AVE DETROIT MI 48224 912145776 501(C)(3) 25000 SEE PART IV FUTURE FOCUSED EDUCATION 200 BROADWAY NE ALBUQUERQUE NM 87102 473717716 501(C)(3) 50000 SEE PART IV INNOVATEEDUCATE NM 422 OLD SANTA FE TRAIL SANTA FE NM 87501 263205739 501(C)(3) 100000 SEE PART IV THE POLICY CIRCLE 1189 WILMETTE AVENUE 210 WILMETTE IL 60091 472843650 501(C)(3) 65000 SEE PART IV LIBERTAS INSTITUTE 2183 W MAIN STREET A102 LEHI UT 84043 455254794 501(C)(3) 50000 SEE PART IV SPREADING HOPE INC PO BOX 6381 MINNEAPOLIS MN 55406 813933634 501(C)(3) 20000 SEE PART IV AMERICAN JOBS FOR AMERICAS YOUTH MONTANA PO BOX 923 HELENA MT 59624 842066548 501(C)(3) 30000 SEE PART IV DIOCESE OF RENO- US CONFERENCE OF CATHOLIC BISHOPS 110 BISHOP MANOGUE DRIVE RENO NV 89511 530196617 501(C)(3) 10000 SEE PART IV SCHOOL SERVICES OF MONTANA 4055 VALLEY COMMONS DRIVE UNIT G BOZEMAN MT 59718 460552293 501(C)(3) 28000 SEE PART IV RIO GRANDE FOUNDATION INC 400 GOLD AVENUE SW SUITE 909 ALBUQUERQUE NM 87196 850468446 501(C)(3) 30000 SEE PART IV BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 25000 SEE PART IV YOUTH ENTREPRENEURS INC 4111 EAST 37TH STREET NORTH D101 WICHITA KS 67220 481187886 501(C)(3) 50000 SEE PART IV INSTITUTE FOR QUALITY EDUCATION INC 101 WEST OHIO STREET SUITE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 150000 SEE PART IV 31 SCHEDULE I, PART I, LINE 2 MONITORING THE 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. SCHEDULE I, PART II, LINE 1, COLUMN H PURPOSE OF GRANT OR ASSISTANCE: *American Jobs for Americas Youth Montana - Support for outreach efforts to help raise awareness among key stakeholders of the organization mission so the Summer Jobs program can expand. *Better Outcomes for Our Kids Inc (BOOK) - Support to build and sustain continued efforts to educate the community on educational options, including forming a parent-focused and parent-led education coalition. *Boys and Girls Club of Yellowstone County - Support for outreach efforts to expand student understanding and access to diverse educational and career pathways. *Diocese of Reno - United States Conference of Catholic Bishops - Support for outreach events to explore and promote opportunities for the Diocese of Reno to provide micro-schooling for its community. *Empower Mississippi Foundation - Support for education and outreach on micro-schooling in Mississippi. *Every Kid Counts Oklahoma Inc - Support for parent outreach in Oklahoma to increase awareness about and support for educational choice options. *Future Focused Education - Support to evaluate efforts to define and pilot a new project-based graduation pathway that culminates with senior exhibitions to demonstrate learning, as an alternative to graduation options that require traditional testing. *Hispanic Access Foundation - Support for the MANO project educational options campaign focusing on informing the Latino community in Nevada and New Mexico about how internships and other creative career development and schooling solutions are increasing educational options for students. *Innovate+Educate NM - Support to launch a Work Based Learning Summit and to explore existing and future policies to increase work-based learning opportunities, as well as expanded educational freedom and options, in New Mexico. *Institute for Quality Education - General operating support for continuing to improve the quality of education for all Indiana students by: engaging and informing parents about the educational options, empowering educators and policy makers to understand and support options, and analyzing data and promoting and implementing policies that work. *Iowa Alliance for Choice in Education - General support for education and engagement in Iowa on the importance of educational choice. *Iowa Association of Christian Schools - General support for educational activities to expand and promote education choice and its benefits among association members in Iowa. *Josiah Bartlett Center for Public Policy - Support for the creation of the Economic Opportunity Project of the Josiah Bartlett Center to produce high quality research and educational outreach and engagement on the economic opportunity of school choice. *KuriosEd Inc - Support for programmatic work to develop a curriculum to train and equip clergy and faith leaders on educational opportunity. *Libertas Institute - Support to establish the Alternative Education Coalition to create a network to support micro-school expansion in Utah. *Love Your School - Support for educational outreach to Arizona parents to increase their awareness of educational options and help them become school choice consumers, and support to grow parent concierge services in West Virginia that will educate, engage and equip parents on their educational options. *Montana Higher Education Student Assistance Corporation (Reach Higher Montana) - Support for the Reach Higher Montana project and work that explores and explains the benefits of out of school learning opportunities like Work-Based Learning programs. *National Urban League Inc - Support for the launch of 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. *Nevada Action for Choice Access (Nevada Action for School Options) - Support for education and outreach activities for the Micro-schooling NV project. *Oklahoma Council of Public Affairs Inc - Support to educate the public about the benefits of universal educational choice. *Outcomes Research Institute (Engaged Detroit) - Support to launch an in person homeschool advocacy hub where families can access tools to learn how to homeschool and engage with one another to become advocates for educational choice. *Parents for Educational Freedom in North Carolina Inc - Support for increasing communication and engagement on education choice in North Carolina. *Rio Grande Foundation Inc - Support for the Opportunity for All Kids New Mexico initiative to conduct outreach activities that will inform key stakeholders about the opportunities for youth who take advantage of the Workforce Opportunity Investment Act programs. *School Choice Wisconsin Inc. - Support for research and education to assist in advancing and promoting education choice and its benefits in Wisconsin. *School Services of Montana - Support for outreach and quality efforts to educate business and policy leaders about the importance and impact of out of school learning programs. *Spreading Hope Inc - Support to host four training sessions for new and emerging Christian school leaders to give them the tools need to start and maintain successful private schools. *The Childrens Scholarship Fund - Support for education and outreach to increase awareness of New Hampshire's Education Freedom Accounts, including hiring an outreach coordinator. *The Mackinac Center - Support for Parent Advocates for Choice in Education to expand education and outreach to parents to equip them to advocate for educational opportunities in Michigan. *The Oaks Community Center Inc - Support for the Indiana Educator Fellowship program. *The Policy Circle - Support for a Policy Circle Brief and to reach new audiences, strengthen citizens' understanding of innovative education choice opportunities, and build future leaders in the education choice innovation space. *Youth Entrepreneurs Inc - Support for a three-day training session for teachers to teach innovation and entrepreneurship. X X X X false false false false false false false true false ROBERT C ENLOW PRESIDENT & CEO 263508 0 75000 0 0 0 7950 0 22898 0 369356 0 0 0 CAREY E FOLCO VICE PRESIDENT OF OPERATIONS 134454 0 21000 0 0 0 4050 0 15197 0 174701 0 0 0 LESLIE HINER VICE PRESIDENT- Legal Affairs 168204 0 12900 0 0 0 5100 0 5501 0 191705 0 0 0 MARTIN LUEKEN DIRECTOR OF FISCAL RESEARCH 120000 0 13000 0 0 0 3600 0 21376 0 157976 0 0 0 STEVEN HOLWERDA VICE PRESIDENT OF DEVELOPMENT 150000 0 16000 0 0 0 4500 0 12839 0 183339 0 0 0 PAUL DIPERNA V.P. OF RESEARCH & INNOVATION 132600 0 17000 0 0 0 4050 0 23395 0 177045 0 0 0 KERI HUNTER V.P. OF TRAINING & OUTREACH 119545 0 15000 0 0 0 3713 0 19331 0 157589 0 0 0 BRIAN MCGRATH V.P. OF EXTERNAL RELATIONS 137484 0 10800 0 0 0 4200 0 23529 0 176013 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. X 4 53637 FMV false true false SCHEDULE M, PART I, COLUMN (B) 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 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, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE VICE PRESIDENT OF OPERATIONS AND CONTROLLER. THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH 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, SECTION B, LINE 15A REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: 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 1, 2022, 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 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING 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 9 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 AND OTHER CONSULTING SERVICES. FORM 990 PART IX LINE 11G DESCRIPTION:SUBSCRIPTION SERVICES TOTAL FEES:206730 FORM 990 PART IX LINE 11G DESCRIPTION:INDEPENDENT CONTRACTORS TOTAL FEES:1244016 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:288729 FORM 990 PART IX LINE 11G DESCRIPTION:EDITING & WRITING FEES TOTAL FEES:3079 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:13786