PARTNERSHIP FOR ED ADVANCEMENT INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR ED ADVANCEMENT INC (EIN 83-1400442)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-17
- IRS object ID
- 202332909349300918
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-17T09:02:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831400442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR EDUCATION ADVANCEMENT | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 2128938821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RUNCIE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128938821 | PhoneNum |
| Signature | 2023-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | RUNCIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WALLACE | PreparerPersonNm |
| PTIN | P00881958 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES RUNCIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,831,423 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.EDADVANCEMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE PARTNERSHIP FOR EDUCATION ADVANCEMENT IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION COMMITTED TO SUPPORTING SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARILY SERVE LOW-INCOME, FIRST-GENERATION, AND UNDER-RESOURCED STUDENTS AND FAMILIES. WE ARE DEDICATED TO THE FOLLOWING PRINCIPLES AS WE CARRY OUT OUR MISSION:- OUR RESOURCES AND INVESTMENTS ALIGN WITH STUDENTS' FUTURE SUCCESS IN EVIDENT AND MEASURABLE WAYS.- WE MUST ACKNOWLEDGE AND UPHOLD THE CAPACITY OF MINORITY SERVING INSTITUTIONS, INCLUDING HBCUS, TO LEAD EQUITY EFFORTS.- TRANSFORMATION REQUIRES SOLUTIONS THAT ARE SUSTAINABLE, SCALABLE, AND BROADLY ADOPTABLE | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,197,369 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,828,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $41,198,488 | PYTotalRevenueAmt |
| CY Total Revenue | $23,831,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,785,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,156,708 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,892,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,813,428 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,002 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,754,290 | PYOtherExpensesAmt |
| CY Other Expenses | $14,635,802 | CYOtherExpensesAmt |
| PY Total Expenses | $14,431,760 | PYTotalExpensesAmt |
| CY Total Expenses | $20,605,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,766,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,225,485 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,194,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,587,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,350,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,308,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,843,702 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,279,187 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF PARTNERSHIP FOR EDUCATION ADVANCEMENT IS TO SUPPORT SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARLY SERVE STUDENTS OF COLOR AS WELL AS FIRST-GENERATION, AND LOW INCOME STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,004,575 | ExpenseAmt |
| Grant | $2,156,708 | GrantAmt |
| Desc | DEVELOPED, PILOTED, AND IMPLEMENTED SOLUTIONS AND SERVICES FOR MISSION FOCUSED COLLEGESAND UNVERSITIES TO SUPPORT THEIR EFFORTS IN IMPROVING TECHNOLOGY AND OPERATIONS FORENROLLMENT, STUDENT SUCCESS AND ADVANCEMENT GOALS. PARTNERED CLOSELY WITH THURGOOD MARSHALL COLLEGE FUND (TMCF) AND THE UNITED NEGRO COLLEGE FUND (UNCF)FOR THE HBCU TRANSFORMATION PROJECT TO DEVELOP STRATEGIES, REFER AND CUSTOMIZE SOLUTIONS TO STRENGTHEN AND TRANSFORM SCHOOL OPERATIONS AND INFRASTRUCTURE. (CONTINUED ON SCHEDULE O) DEVELOPED AN ENROLLMENT TECHNOLOGY SYSTEM SOLUTION FOR ADOPTION BY PARTNER SCHOOLS TO INCREASE EFFICIENCY AND DATA INTEGRITY IN ENROLLMENT PROCESSES. DEVELOPED PROGRAMMING AND A KNOWLEDGE-SHARING COMMUNITY PORTAL TO SHARE INFORMATION AND LEARNINGS WITH COLLEGES AND UNIVERSITIES. PARTNERED WITH MISSION-ALIGNED SERVICE PROVIDERS TO ADVANCE THE EFFORTS AND GOALS OF PARTNER COLLEGES AND UNIVERSITIES. | Desc |
| Total Program Service Expenses | $20,004,575 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOEHM BUSINESS SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128646765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 W 111ST ST APT 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HAMILTON JAMES | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES RUNCIE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $254,228 | $0 | $15,772 | |
| EMILY SHARKO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARNE DUNCAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERYL MCEWEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERDUN PERRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRETT MORAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM LEITH | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $277,500 | $0 | $0 | ||
| ZINA EVANS | |||||||
| SVP ENROLLMENT MANAGEMENT | 40.00 | $328,057 | $0 | $21,942 | Yes (X) | ||
| ROBIN MINOR | |||||||
| SVP INSTITUTIONAL PARTNERS | 40.00 | $243,000 | $0 | $27,000 | Yes (X) | ||
| WAYNE CUMMINGS | |||||||
| SVP CHIEF TECHNOLOGY OFFICER | 40.00 | $221,838 | $0 | $28,162 | Yes (X) | ||
| ANNE REZNIK | |||||||
| CHIEF OF STAFF | 40.00 | $189,250 | $0 | $23,250 | Yes (X) | ||
| CECILIA LOUISE MARSHALL | |||||||
| DIRECTOR OF EXTERNAL PARTNERSHIPS | 40.00 | $163,694 | $0 | $23,806 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,677,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,932 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCKINSEY & COMPANY INC | |||||
| THREE WORLD TRADE CENTER 175 GREENW | NEW YORK | NY | 10007 | GENERAL CONSULTING | $7,125,000 |
| RUFFALO NOEL LEVITZ | |||||
| PO BOX | DES MOINES | IA | 50303 | EDUCATION CONSULTING | $2,040,445 |
| RHB INC | |||||
| 101 WEST OHIO STREET SUITE 675 | INDIANAPOLIS | IN | 46204 | EDUCATION CONSULTING | $312,026 |
| MAINSTAY | |||||
| 1 WASHINGTON MALL 1349 | BOSTON | MA | 02108 | EDUCATION TECHNOLOGY CONSULTING | $126,993 |
| RICHARD FLEISCHMAN & ASSOCIATES INC | |||||
| 330 MADISON AVE 1900 | NEW YORK | NY | 10017 | TECHNOLOGY DEVELOPMENT SERVICES | $108,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,828,572 | AllOtherContributionsAmt |
| Total Contributions | $23,828,572 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,851 | TotalRevenueColumnAmt |
| Exclusion | $2,851 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,831,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156,708 | TotalAmt |
| Program Services | $2,156,708 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,500 | TotalAmt |
| Program Services | $356,250 | ProgramServicesAmt |
| Management And General | $82,548 | ManagementAndGeneralAmt |
| Fundraising | $108,702 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,817,594 | TotalAmt |
| Program Services | $2,569,914 | ProgramServicesAmt |
| Management And General | $220,443 | ManagementAndGeneralAmt |
| Fundraising | $27,237 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,495 | TotalAmt |
| Program Services | $180,372 | ProgramServicesAmt |
| Management And General | $18,563 | ManagementAndGeneralAmt |
| Fundraising | $7,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,839 | TotalAmt |
| Program Services | $210,349 | ProgramServicesAmt |
| Management And General | $21,773 | ManagementAndGeneralAmt |
| Fundraising | $9,717 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,220 | TotalAmt |
| Management And General | $20,220 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,855 | TotalAmt |
| Program Services | $40,764 | ProgramServicesAmt |
| Management And General | $4,217 | ManagementAndGeneralAmt |
| Fundraising | $1,874 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,190,025 | TotalAmt |
| Program Services | $14,169,925 | ProgramServicesAmt |
| Management And General | $13,915 | ManagementAndGeneralAmt |
| Fundraising | $6,185 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,090 | TotalAmt |
| Program Services | $15,738 | ProgramServicesAmt |
| Management And General | $1,628 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,622 | TotalAmt |
| Program Services | $29,251 | ProgramServicesAmt |
| Management And General | $3,026 | ManagementAndGeneralAmt |
| Fundraising | $1,345 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,455 | TotalAmt |
| Program Services | $96,966 | ProgramServicesAmt |
| Management And General | $10,031 | ManagementAndGeneralAmt |
| Fundraising | $4,458 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,952 | TotalAmt |
| Program Services | $63,468 | ProgramServicesAmt |
| Management And General | $6,566 | ManagementAndGeneralAmt |
| Fundraising | $2,918 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,597 | TotalAmt |
| Program Services | $106,659 | ProgramServicesAmt |
| Management And General | $11,034 | ManagementAndGeneralAmt |
| Fundraising | $4,904 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,906 | TotalAmt |
| Management And General | $5,906 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019 | TotalAmt |
| Program Services | $2,626 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
| Fundraising | $121 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMEN | $4,364 | $4,364 | ||
| DUES AND SUBSCRIPTIONS | $4,107 | $370 | $3,573 | $164 |
| MISCELLANEOUS EXPENSES | $2,590 | $485 | $2,012 | $93 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,605,938 | TotalAmt |
| Program Services | $20,004,575 | ProgramServicesAmt |
| Management And General | $425,361 | ManagementAndGeneralAmt |
| Fundraising | $176,002 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,543 | BOYAmt |
| EOY | $3,321,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,252,799 | BOYAmt |
| EOY | $27,259,210 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,594 | BOYAmt |
| EOY | $13,691,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008 | BOYAmt |
| EOY | $1,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,291 | BOYAmt |
| EOY | $30,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,694 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,283 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,317 | BOYAmt |
| EOY | $16,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $266,280 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,194,552 | BOYAmt |
| EOY | $44,587,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,850 | BOYAmt |
| EOY | $5,062,826 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,000 | BOYAmt |
| EOY | $976,478 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $268,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350,850 | BOYAmt |
| EOY | $6,308,220 | 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 | -$256,651 | BOYAmt |
| EOY | -$861,447 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,100,353 | BOYAmt |
| EOY | $39,140,634 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,843,702 | BOYAmt |
| EOY | $38,279,187 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,194,552 | BOYAmt |
| EOY | $44,587,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,225,485 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $210,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,250,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,197,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,828,572 | CurrentTaxYearAmt |
| Total | $81,601,941 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,250,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,197,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,828,572 | CurrentTaxYearAmt |
| Total | $81,601,941 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,367,882 | SubstantialContributorsTotAmt |
| Public Support Total170 | $78,234,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,851 | CurrentTaxYearAmt |
| Total | $3,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,605,911 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,283 | DepreciationAmt |
| Book Value | $16,411 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,411 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $268,916 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $268,916 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,298,649 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $257,226 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $210,000 | RecoveriesPriorYearGrantsAmt |
| Revenue Not Reported | $467,226 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,831,423 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,831,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,863,164 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $257,226 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $257,226 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,605,938 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,605,938 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | 131624241 | 501C(3) | $40,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| FLORIDA A&M UNIVERSITY | ||||||||
| 1601 S MARTIN LUTHER KING JR BLVD | TALLAHASSEE | FL | 32307 | 590977035 | 501C(3) | $124,500 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| HAMPTON UNIVERSITY | ||||||||
| 100 E QUEEN ST | HAMPTON | VA | 23669 | 541799400 | 501C(3) | $195,425 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| ALABAMA STATE UNIVERSITY | ||||||||
| 915 S JACKSON ST | MONTOGERY | AL | 36104 | 636067745 | 501C(3) | $294,322 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| NORFOLK STATE UNIVERSITY | ||||||||
| 700 PARK AVE | NORFOLK | VA | 23504 | 510499918 | 501C(3) | $212,886 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| BENEDICT COLLEGE | ||||||||
| 1600 HARDEN | COLUMBIA | SC | 29204 | 570314365 | 501C(3) | $130,500 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| CLAFLIN UNIVERSITY | ||||||||
| 400 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | 570314374 | 501C(3) | $80,938 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| ELIZABETH CITY STATE UNIVERSITY | ||||||||
| 1704 WEEKSVILLE ROAD | ELIZABETH CITY | NC | 27909 | 561047680 | 501C(3) | $70,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| NORTH CAROLINA A&T STATE UNIVERSITY | ||||||||
| 1601 MARKET STREET | GREENSBORO | NC | 27411 | 566000007 | 501C(3) | $91,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| PAUL QUINN COLLEGE | ||||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | 741238438 | 501C(3) | $50,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| SHAW UNIVERSITY | ||||||||
| 118 E SOUTH STREET | RALEIGH | NC | 27601 | 560530235 | 501C(3) | $115,712 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| TEXAS SOUTHERN UNIVERSITY | ||||||||
| 3100 CLEBURNE STREET | HOUSTON | TX | 77004 | 746001391 | 501C(3) | $79,200 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| YALE UNIVERSITY | ||||||||
| PO BOX 208229 | NEW HAVEN | CT | 06520 | 060646973 | 501C(3) | $85,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| UNIVERSITY OF MARYLAND UMES | ||||||||
| 11868 COLLEGE BACKBONE ROAD | PRINCESS ANNE | MD | 21853 | 526002033 | 501C(3) | $83,500 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| THURGOOD MARSHALL COLLEGE FUND | ||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | 463079164 | 501C(3) | $109,825 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| FAYETTEVILLE STATE UNIVERSITY | ||||||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | 561238736 | 501C(3) | $218,400 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| GRAMBLING STATE UNIVERSITY | ||||||||
| 403 MAIN STREET | GRAMBLING | LA | 71245 | 726000751 | 501C(3) | $45,000 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| SOUTH CAROLINA STATE UNIVERSITY | ||||||||
| 300 COLLEGE AVENUE | ORANGEBURG | SC | 29115 | 576000950 | 501C(3) | $130,500 | $0 | CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COLLEGE AND UNIVERSITY PARTNERS ARE INVITED TO SUBMIT AN ELECTRONIC APPLICATION FOR GRANT FUNDS TO SUPPORT A NEW PROJECT, PROGRAM, OR POSITION THAT IS A PART OF ED ADVANCEMENT'S INSTITUTIONAL CAPACITY BUILDING PLAN. INVITATIONS ARE BASED ON ED ADVANCEMENT'S ONGOING NEEDS ASSESSMENT OF PARTNER INSTITUTIONS. THE INVITATIONS ARE EXTENDED BY THE SVP OF ENROLLMENT MANAGEMENT OR SVP OF INSTITUTIONAL PARTNERSHIPS. THE GRANT APPLICATION IS A COMPONENT OF OUR CRM SYSTEM WHICH ENABLES US TO RECORD DETAILS OF THE REQUEST, APPROVAL, AND DISBURSEMENT PROCESSES OF EACH GRANT. PRIOR TO APPLICATION SUBMISSION OR AS FOLLOW-ON DUE DILIGENCE, ED ADVANCEMENT ASSESSES AND CONFIRMS THE INSTITUTION'S NEED. GRANT FUNDING PERIODS VARY IN DURATION BUT MAY BE SUBJECT TO MILESTONE OR PERFORMANCE REQUIREMENTS. ALL GRANT REQUESTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE LEADER TEAM (ELT). UPON APPROVAL, A GRANT LETTER INCLUDING DURATION, SCHEDULE OF RELEASE OF FUNDS, AND EXPECTATIONS FOR REPORTING ON USE OF FUNDS, IS SUBMITTED TO THE UNIVERSITY PRESIDENT OR CHANCELLOR FOR SIGNATORY ACCEPTANCE OF THE AWARD. FUNDS ARE DISBURSED FOLLOWING THE SCHEDULE PROVIDED IN THE GRANT LETTER. IN ACCORDANCE WITH THE GRANT LETTER, ED ADVANCEMENT PROVIDES A STREAMLINED PROCESS FOR REPORTING CONTINUED PROGRESS TO ENSURE TIMELY DISBURSEMENT OF FUNDS. THE ED ADVANCEMENT TEAM WORKS CLOSELY WITH THE INSTITUTIONAL RECIPIENT TO ENSURE A SUCCESSFUL OUTCOME FOR THE CONCLUSION OF THE GRANT PERIOD. UPON COMPLETION OF THE GRANT PERIOD, THE INSTITUTION (WITH GUIDANCE FROM THE ED ADVANCEMENT TEAM) WILL PROVIDE A FINAL SUMMARY OF THE VALUE OF THE FUNDING AND THE ALIGNMENT OF THIS RESOURCE WITH QUALITATIVE AND QUANTITATIVE OUTCOMES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES RUNCIE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $254,228 | $0 | $0 | $0 | $0 | $0 | $12,938 | $0 | $2,834 | $0 | $270,000 | $0 | $0 | $0 |
| WILLIAM LEITH | ||||||||||||||
| MANAGING DIRECTOR | $277,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $277,500 | $0 | $0 | $0 |
| ZINA EVANS | ||||||||||||||
| SVP ENROLLMENT MANAGEMENT | $328,057 | $0 | $0 | $0 | $0 | $0 | $20,875 | $0 | $1,067 | $0 | $349,999 | $0 | $0 | $0 |
| ROBIN MINOR | ||||||||||||||
| SVP INSTITUTIONAL PARTNERS | $243,000 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $0 | $0 | $270,000 | $0 | $0 | $0 |
| WAYNE CUMMINGS | ||||||||||||||
| SVP CHIEF TECHNOLOGY OFFICER | $221,838 | $0 | $0 | $0 | $0 | $0 | $25,000 | $0 | $3,162 | $0 | $250,000 | $0 | $0 | $0 |
| ANNE REZNIK | ||||||||||||||
| CHIEF OF STAFF | $189,250 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $2,750 | $0 | $212,500 | $0 | $0 | $0 |
| CECILIA LOUISE MARSHALL | ||||||||||||||
| DIRECTOR OF EXTERNAL PARTNERSHIPS | $163,694 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $3,306 | $0 | $187,500 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO SUCH COMMITTEE EXISTS |
| FORM 990, PART VI, SECTION B, LINE 11B | A BOARD MEETING WILL BE HELD TO REVIEW AND APPROVE THE FORM 990, SUBJECT TO COMMENTS AND REQUIRED CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL FORM DECLARING NO CONFLICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 50,928. MANAGEMENT AND GENERAL EXPENSES 4,441. FUNDRAISING EXPENSES 1,974. TOTAL EXPENSES 57,343. EDUCATIONAL CONTRACTORS: PROGRAM SERVICE EXPENSES 14,022,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,022,416. OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 91,581. MANAGEMENT AND GENERAL EXPENSES 9,474. FUNDRAISING EXPENSES 4,211. TOTAL EXPENSES 105,266. TRUSTEE BOARD HONORARIUM: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. |
| FORM 990, PART XI, LINE 9: | RETURN OF RESTRICTED GRANT FUNDING 210,000. |