STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY (EIN 80-0025367)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-08
IRS object ID
202200399349301025
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-08T11:42:36-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560517823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOONCE WOOTEN & HAYWOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 17806AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276197806ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800025367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES B HUNT JR INSTITUTE FORBusinessNameLine1Txt
Business Name Line2EDUCATIONAL LEADERSHIP & POLICY FDNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone9843775200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 CENTREGREEN WAY NO 301AddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27513ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAM HOUSTON TREASURERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9843775200PhoneNum
Signature2022-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMPersonFirstNm
Person LastHOUSTON TREASURERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonH LOWELL OAKLEY JRPreparerPersonNm
PTINP00077654PTIN
Phone9197829265PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAVAID E SIDDIQI PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 CENTREGREEN WAY SUITE 301AddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27513ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,201,896GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HUNT-INSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,563,745PYContributionsGrantsAmt
CY Contributions Grants$6,896,448CYContributionsGrantsAmt
PY Program Service Revenue$138,536PYProgramServiceRevenueAmt
CY Program Service Revenue$101,042CYProgramServiceRevenueAmt
PY Investment Income$311,052PYInvestmentIncomeAmt
CY Investment Income$204,406CYInvestmentIncomeAmt
PY Other Revenue$5,717PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,019,050PYTotalRevenueAmt
CY Total Revenue$7,201,896CYTotalRevenueAmt
PY Grants And Similar Paid$192,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,169,642PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,115,972CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,315CYTotalFundraisingExpenseAmt
PY Other Expenses$1,539,990PYOtherExpensesAmt
CY Other Expenses$1,514,066CYOtherExpensesAmt
PY Total Expenses$3,902,132PYTotalExpensesAmt
CY Total Expenses$4,635,038CYTotalExpensesAmt
PY Revenues Less Expenses$2,116,918PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,566,858CYRevenuesLessExpensesAmt
Total Assets BOY$10,765,464TotalAssetsBOYAmt
Total Assets EOY$13,463,936TotalAssetsEOYAmt
Total Liabilities BOY$544,670TotalLiabilitiesBOYAmt
Total Liabilities EOY$280,443TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,220,794NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,183,493NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$629,460ExpenseAmt
DescHUNT-KEAN LEADERSHIP FELLOWSTHROUGHOUT 2020 AND 2021, THE HUNT INSTITUTE PROVIDED HANDS-ON SUPPORT TO COHORT 6 HK FELLOWS AND THEIR STAFF THROUGH INDIVIDUAL IN-STATE VISITS. FROM JANUARY EARLY MARCH 2020, INSTITUTE STAFF COMPLETED SEVEN IN-PERSON IN-STATE VISITS. IN MID-MARCH 2020, WHEN FACED WITH COVID-19, THE INSTITUTE SHIFTED ALL FUTURE VISITS ONLINE. DURING THESE VISITS, INSTITUTE STAFF WERE ABLE TO ANSWER A HOST OF QUESTIONS RELATED TO COVID-19 AND PROVIDED NUMEROUS BRIEFS TO HK FELLOWS DISCUSSING THE CORONAVIRUS' IMPACT ON EDUCATION. VIRTUAL CONVENING FOR HUNT-KEAN LEADERSHIP FELLOWS. THE HUNT INSTITUTE OFFERED AN OPTIONAL COVID-RELATED VIRTUAL HUNT-KEAN LEADERSHIP FELLOWS CONVENING ON JANUARY 7-8, 2021, OPEN TO ALL HK FELLOWS AND FOCUSED ENTIRELY ON EQUITY. THE OPTIONAL CONVENING INCLUDED DISCUSSIONS OF EQUITY STRATEGIES SUCH AS RESTORATIVE JUSTICE PRACTICES TO ADDRESS DISCIPLINE DISPARITIES, EMPHASIS ON SOCIAL-EMOTIONAL LEARNING AND WHOLE CHILD EDUCATION TO ADDRESS THE IMPACT OF TRAUMA, EQUITABLE SCHOOL FUNDING THROUGH STATE FORMULAS, AND PROVIDING SPECIFIC SUPPORT AND FUNDING TO HISTORICALLY UNDERSERVED STUDENTS IN HIGHER EDUCATION THAT HAVE BEEN DISPROPORTIONATELY IMPACTED BY THE PANDEMIC. ONE HUNDRED PERCENT OF SURVEY RESPONDENTS REPORTED THAT THE OVERALL CONVENING INCREASED THEIR AWARENESS OF THE IMPACT OF THE COVID-19 PANDEMIC AND RACIAL DISPARITIES ON STUDENTS, FAMILIES, AND SCHOOLS IN THEIR STATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,407,330ExpenseAmt
Revenue$91,052RevenueAmt
DescSTATE ENGAGEMENTNORTH CAROLINA: VIRTUAL OFFERINGS FOR NC POLICYMAKERS. IN SUMMER AND FALL OF 2020, THE HUNT INSTITUTE ENGAGED 47 MEMBERS OF THE NORTH CAROLINA GENERAL ASSEMBLY ACROSS THREE "CRITICAL CONVERSATIONS" WEBINARS AND FOUR "DISTRICT DISCUSSIONS." ELEVATE NC. ON OCTOBER 19-20, 2020, THE HUNT INSTITUTE LAUNCHED THE INAUGURAL COHORT OF ITS ELEVATENC: HIGHER EDUCATION (ENC:HE) PROGRAM. OVER THE NEXT EIGHT MONTHS, THE ELEVATENC COHORT CAME TOGETHER FOR A SERIES OF FOUR MEETINGS TO ENGAGE WITH RESOURCE EXPERTS ON A VARIETY OF POSTSECONDARY TOPICS. EACH MEETING HAD A POLICY THEME AND FEATURED FOUR TO FIVE POLICY DISCUSSIONS ON SPECIFIC TOPICS THAT INCLUDED BOTH A NATIONAL EXPERT AND A NORTH CAROLINA EXPERT. THE TWO-PART THEME OF MEETING ONE WAS "NORTH CAROLINA'S HIGHER EDUCATION LANDSCAPE / ACCESS, AND THE MEETING FEATURED DISCUSSIONS ON MYFUTURENC AND THE ATTAINMENT IMPERATIVE AS WELL AS EQUITY OF ACCESS FOR ALL STUDENTS. MEETING TWO WAS THEMED AROUND THE IDEAS OF "PERSISTENCE AND RETENTION AND FEATURED DISCUSSION OF ADVISING, SUPPORTING TRANSFER STUDENTS, AND ADULT LEARNER SUCCESS. THE THEME OF THE THIRD MEETING WAS "COMPLETION, AND SPECIFIC CONVERSATIONS TOUCHED ON COMMUNITY COLLEGE COMPLETION, CREDENTIALS OF VALUE, AND MORE. THE FINAL MEETING FOCUSED ON "ACTION AND COHORT MEMBERS HEARD FROM POLICYMAKERS AT THE STATE, COUNTY, AND MUNICIPAL LEVELS ON HOW THEY DROVE SUCCESSFUL IMPLEMENTATION OF POLICY IDEAS.LEADERSHIP RESILIENCY PROFESSIONAL DEVELOPMENT. THE HUNT INSTITUTE LAUNCHED A PILOT FOR LEADERSHIP RESILIENCY PROFESSIONAL DEVELOPMENT ON OCTOBER 29-30, 2020, WITH NORTHAMPTON COUNTY SCHOOLS. THE SERIES PROVIDES PARTICIPANTS -- PRINCIPALS, ASSISTANT PRINCIPALS, AND DISTRICT LEADERS WITH TIPS AND STRATEGIES TO BUILD RESILIENCE AND INCREASE THEIR ABILITY TO OVERCOME PERSONAL CHALLENGES WITHIN THE EDUCATION SYSTEMS THEY SERVE. THE TRAINING TAKES PLACE OVER 12 HOURS, DURING WHICH PARTICIPANTS COMPLETE A RESILIENCY SELF-ASSESSMENT, DEVELOP A PERSONAL VISION FOR RESILIENCE, LEARN STRATEGIES FOR BUILDING RESILIENCE, AND DEVELOP AN ACTION PLAN TO PROMOTE RESILIENCE AT THE INDIVIDUAL, SCHOOL, AND DISTRICT LEVELS. THE TRAINING PROVIDES SPACE FOR PARTICIPANTS TO REFLECT ON CURRENT DISTRICT/SCHOOL PRACTICES RELATED TO RESILIENCY, IDENTIFYING AREAS OF GROWTH, AND LEARNING FROM OTHERS THROUGH SMALL GROUP AND WHOLE GROUP DISCUSSIONS. TO DATE, THE INSTITUTE HAS ENGAGED WITH 14 LEAS: ACHIEVEMENT CHARTER ACADEMY, ASCEND LEADERSHIP ACADEMY, CARROLL COUNTY PUBLIC SCHOOLS, HICKORY PUBLIC SCHOOLS, MONTGOMERY COUNTY SCHOOLS, NASH COUNTY PUBLIC SCHOOLS, NEWTON-CONOVER CITY SCHOOLS, NORTHAMPTON COUNTY SCHOOLS, PERQUIMANS COUNTY SCHOOLS, RANDOLPH COUNTY SCHOOLS, STANLY COUNTY PUBLIC SCHOOLS, SOUTHWEST CHARLOTTE STEM ACADEMY, WARREN COUNTY SCHOOLS, AND YADKIN COUNTY SCHOOLS. IN ADDITION, SMALLER "DISTRICT DISCUSSIONS" WERE HELD WITH LEGISLATORS AND EDUCATION LEADERS FROM FIVE COUNTIES, INCLUDING PITT, WAKE, FORSYTH/GUILFORD, AND MECKLENBURG. VIRGINIA: THE HUNT INSTITUTE HELD THE 2020 VIRGINIA EDUCATION SUMMIT (SUMMIT) VIRTUALLY ON NOVEMBER 9-10, 2020, WITH 33 LEGISLATORS (20 DEMOCRATS AND 13 REPUBLICANS) IN ATTENDANCE. THE SUMMIT INCLUDED OPENING AND CLOSING REMARKS FROM THE INSTITUTE'S PRESIDENT & CEO DR. JAVAID SIDDIQI, SENATE EDUCATION COMMITTEE CHAIR LOUISE LUCAS (D), AND HOUSE EDUCATION COMMITTEE CHAIR ROSLYN TYLER (D). THE SUMMIT FEATURED SESSIONS ON EQUITY IN EDUCATION, EARLY CHILDHOOD SYSTEMS UNIFICATION, FINANCING K-12 EDUCATION, FINANCING HIGHER EDUCATION, POSTSECONDARY TRANSITIONS, REMOTE LEARNING AND ACCESS, AND AN ARMCHAIR DISCUSSION WITH HIGHER EDUCATION LEADERS ON REOPENING CAMPUSES.MISSOURI: IN MISSOURI, THE HUNT INSTITUTE HAS PARTNERED WITH THE OFFICE OF GOVERNOR MIKE PARSON AND DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION TO SUPPORT THE CREATION OF A NEW CONSOLIDATED OFFICE OF CHILDHOOD. THE INSTITUTE IS CHARGED WITH DEVELOPING RECOMMENDATIONS FOR THE OFFICE'S ONGOING STAKEHOLDER ENGAGEMENT. NEW MEXICO: THE HUNT INSTITUTE EXPANDED ITS ADVISORY COMMITTEE MODEL INTO NEW MEXICO IN SUMMER 2020 WITH NEWLY APPOINTED SECRETARY ELIZABETH GROGINSKY. THE INSTITUTE PROVIDED SUPPORTS TO A 30-MEMBER TRANSITION TEAM, THE NEW MEXICO EARLY CHILDHOOD EDUCATION AND CARE DEPARTMENT TRANSITION COMMITTEE, GUIDING THE EARLY WORK OF NEW MEXICO'S NEWLY ESTABLISHED EARLY CHILDHOOD EDUCATION AND CARE DEPARTMENT. NORTH DAKOTA: THE NORTH DAKOTA LEGISLATORS RETREAT ON DECEMBER 4, 2020, WITH 30 LEGISLATORS REPRESENTATIVE OF THE STATE LEGISLATURE PARTY BREAKDOWN (22 REPUBLICANS, 8 DEMOCRATS) IN ATTENDANCE, INCLUDED A SESSION TITLED, "VALLEY CITY RURAL PARTNER PROGRAM AND RECRUITING RURAL TEACHERS." UNIVERSITIES, SCHOOL DISTRICTS, AND COMMUNITIES HAVE COME TOGETHER TO CREATE SOLUTIONS THAT WILL STRENGTHEN THE EDUCATOR PIPELINE BY BRINGING HIGH-QUALITY PROFESSIONALS FROM DIVERSE BACKGROUNDS INTO RURAL SCHOOLS AND SUPPORTING THEM IN THEIR CAREERS. THIS SESSION HIGHLIGHTED ONE SUCH POSTSECONDARY PARTNERSHIP IN NORTH DAKOTA, THE RURAL PARTNER SCHOOL BENEFIT PROGRAM, BETWEEN VALLEY CITY STATE UNIVERSITY AND VALLEY CITY PUBLIC SCHOOLS.ARIZONA:THE ARIZONA SUMMIT ON EDUCATIONAL LEADERSHIP WAS HELD ON DECEMBER 2, 2020 WITH 175 PARTICIPANTS IN ATTENDANCE. THE SUMMIT INCLUDED A PANEL DISCUSSION TITLED, "BEST PRACTICES FOR SCHOOL LEADERSHIP," DISCUSSING THE IMPORTANCE OF BUILDING A PIPELINE OF STUDENTS OF COLOR INTO THE EDUCATION FIELD BY GIVING A STIPEND FOR COLLEGE CLASSES. THE SECOND PANEL DISCUSSION TITLED, "SCHOOL LEADERSHIP IN PRACTICE," FOCUSED ON THE IMPORTANCE OF COLLEGES GRANTING CREDIT FOR PROFESSIONAL DEVELOPMENT TO PRINCIPALS IN PREPARATION PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,033,615ExpenseAmt
Grant$5,000GrantAmt
Revenue$9,990RevenueAmt
DescCROSS-STATE TEAM ENGAGEMENT AND OTHER PROGRAMSIN DECEMBER 2020, THE HUNT INSTITUTE HOSTED ITS 2020 EARLY CHILDHOOD LEADERSHIP SUMMIT VIRTUALLY, WITH A BIPARTISAN, BICAMERAL NORTH CAROLINA EARLY CHILDHOOD TEAM OF 12 POLICYMAKERS AND KEY PROGRAM LEADERS IN ATTENDANCE. IN ADDITION TO NORTH CAROLINA, 247 PARTICIPANTS ACROSS 26 STATE TEAMS PARTICIPATED IN THE TWO-DAY SUMMIT, INCLUDING 12 NEW STATE TEAMS AND 14 RETURNING TEAMS (PLUS NC). FOLLOWING THE SUMMIT, 100 PERCENT OF EVALUATION RESPONDENTS "AGREED OR "STRONGLY AGREED" THAT THE SUMMIT WAS USEFUL, RELEVANT TO THEIR WORK, AND HELPED TO INCREASE THEIR KNOWLEDGE AND AWARENESS OF KEY EARLY CHILDHOOD TOPICS.IN RESPONSE TO COVID-19, THE HUNT INSTITUTE LAUNCHED SEVEN NEW WEBINAR SERIES IN SPRING 2020, EACH DISCUSSING A VARIETY OF TOPICS RELATED TO CHILDCARE AND EARLY CHILDHOOD EDUCATION, VARIOUS K-12 EDUCATION ISSUES, RACE AND EDUCATION, AND STRATEGIES USED TO PROVIDE GUIDANCE AND ENACT POLICY ON A VARIETY OF STATE-LEVEL HIGHER EDUCATION ISSUES. FEATURING A WIDE VARIETY OF STAKEHOLDERS SUCH AS STATE SCHOOL OFFICERS, PHILANTHROPISTS, FORMER GOVERNORS, LIEUTENANT GOVERNORS, AND RESOURCE EXPERTS FROM ACROSS THE COUNTY, THE SERIES PROVED SUCCESSFUL AT CONTINUING TO ENGAGE LEADERS IN THIS PERIOD OF UNPRECEDENTED NEED. THROUGHOUT 2020 AND 2021, THE HUNT INSTITUTE ALSO RESPONDED TO COVID-19 BY CREATING A SET OF COVID RESOURCES INCLUDING A COMPREHENSIVE, ONLINE COVID-19 POLICY TRACKER, MULTIPLE COVID-19 STATE POLICY PLAYBOOKS, AND ISSUE BRIEFS ON TOPICS SUCH AS "SUPPORTING STUDENT NEEDS," "MOVING TO ONLINE INSTRUCTION," "RECONNECTING STUDENTS," "SUPPORTING CHILD CARE DURING THE COVID-19 CRISIS," "FISCAL SUPPORTS FOR CHILD CARE," "USING THE CHILD CARE AND DEVELOPMENT BLOCK GRANT TO SUPPORT AND PRESERVE CHILD CARE, AND A BRIEF ON FEDERAL STIMULUS FUNDS OFFERED THROUGH THE CARES ACT. AS PART OF THE "CRITICAL CONVERSATIONS IN NC EDUCATION" SERIES FOR LEGISLATORS, MEMBERS ENGAGED IN:* A VIRTUAL ARMCHAIR DISCUSSION WITH HIGHER EDUCATION LEADERS ON THE IMPACT OF COVID-19 (AUGUST 24, 2020) * A WEBINAR ON PERSONALIZED AND COMPETENCY-BASED LEARNING FEATURING COHORT 6 HUNT-KEAN LEADERSHIP FELLOW (HK FELLOW) NORTH DAKOTA SUPERINTENDENT KIRSTEN BAESLER (SEPTEMBER 21, 2020) * A WEBINAR ON THE BRAIN SCIENCE OF EARLY LEARNING (OCTOBER 14, 2020). IN JULY 2020, THE HUNT INSTITUTE AND THE JOHN M. BELK ENDOWMENT PARTNERED TO LAUNCH THE JOHN M. BELK IMPACT FELLOWSHIP IN FALL 2020, AND SUPPORTED THE FELLOWSHIP DURING ITS INAUGURAL COHORT, PROVIDING STRUCTURE, MENTORSHIP, AND GUIDANCE AS FELLOWS WRAPPED UP THEIR TIME WITH THEIR HOST SITE PLACEMENTS. COHORT 2 FELLOWS START THEIR FELLOWSHIP IN AUGUST 2021. IN FALL 2020, THE HUNT INSTITUTE LAUNCHED THE PATH FORWARD FOR TEACHER PREPARATION AND LICENSURE IN EARLY POLICY. THE GOAL OF THIS PROGRAM IS TO ACCELERATE USE OF THE SCIENCE OF READING IN TEACHERS' INITIAL PREPARATION. THE INSTITUTE WORKS WITH POLICYMAKERS AND OTHER EDUCATIONAL LEADERS TO DEVELOP AND IMPLEMENT NONPARTISAN, COMPREHENSIVE STRATEGIES FOR THE TRANSFORMATION OF PUBLIC EDUCATION. THROUGH COACHING AND WHOLE-GROUP CONVENINGS, THE INSTITUTE WILL WORK WITH STATE TEAMS TO IDENTIFY WAYS TO IMPROVE EARLY LITERACY THROUGH ALIGNING TEACHER PREPARATION, TEACHER LICENSURE, AND PROGRAM APPROVAL TO THE SCIENCE OF READING.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,070,405TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee42EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNIE MCCRAY-GOREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9843774992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 CENTREGREEN WAY SUITE 301AddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27513ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GOVERNOR JAMES B HUNT JR
CHAIRMAN4.00Yes (X)Yes (X)$0$0$0
THOMAS W LAMBETH
VICE CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
THE HONORABLE HOWARD N LEE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
SAM HOUSTON EDD
TREASURER2.00Yes (X)Yes (X)$0$0$0
GOVERNOR ROY BARNES
BOARD MEMBER1.00Yes (X)$0$0$0
RANDY BEST
BOARD MEMBER1.00Yes (X)$0$0$0
ANDY COLE
BOARD MEMBER1.00Yes (X)$0$0$0
GOVERNOR DON CARCIERI
BOARD MEMBER1.00Yes (X)$0$0$0
MIMI CLARKE CORCORAN
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE WALTER DALTON
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE MITCH DANIELS
BOARD MEMBER1.00Yes (X)$0$0$0
GOVERNOR JIM DOUGLAS
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT EAVES JR
BOARD MEMBER1.00Yes (X)$0$0$0
JOEL FLEISHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE LAURA FORNASH
BOARD MEMBER1.00Yes (X)$0$0$0
MAURICE GREEN
BOARD MEMBER1.00Yes (X)$0$0$0
J JACKSON HOKE
BOARD MEMBER1.00Yes (X)$0$0$0
DEAN JUDITH KELLEY PHD
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE MICHAEL LEE
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE JOHN CHIANG
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE JAMIE WOODSON
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY GUTIERREZ
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE PEDRO RIVERA
BOARD MEMBER1.00Yes (X)$0$0$0
DENISE FORTE
BOARD MEMBER1.00Yes (X)$0$0$0
JAVAID SIDDIQI PHD
PRESIDENT & CEO40.00Yes (X)$354,095$0$19,824
MICHELE JORDAN
VICE PRESIDENT40.00$160,005$0$10,059Yes (X)
MEREDITH DIXON
DIRECTOR OF FINANCE & OPER40.00$127,515$0$10,302Yes (X)
PATRICK SIMS
DIRECTOR OF POLICY & RESEA40.00$117,357$0$12,522Yes (X)
DANIEL WUORI
DIRECTOR OF EARLY LEARNING40.00$121,817$0$7,414Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$880,789TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$60,121TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line150 STATE LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 H STREET NW 5TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTING SERVICESServicesDesc
Compensation$150,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$6,896,448AllOtherContributionsAmt
Total Contributions$6,896,448TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE REVENUEDesc
Business900099BusinessCd
Total Revenue Column$101,042TotalRevenueColumnAmt
Related Or Exempt Func Income$101,042RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$101,042TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,406TotalRevenueColumnAmt
Related Or Exempt Func Income$204,406RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,201,896TotalRevenueColumnAmt
Related Or Exempt Func Income$305,448RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$354,779TotalAmt
Program Services$287,371ProgramServicesAmt
Management And General$67,408ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,148,218TotalAmt
Program Services$1,975,049ProgramServicesAmt
Management And General$134,656ManagementAndGeneralAmt
Fundraising$38,513FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$144,375TotalAmt
Program Services$130,499ProgramServicesAmt
Management And General$11,655ManagementAndGeneralAmt
Fundraising$2,221FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$280,453TotalAmt
Program Services$253,497ProgramServicesAmt
Management And General$22,641ManagementAndGeneralAmt
Fundraising$4,315FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$188,147TotalAmt
Program Services$170,063ProgramServicesAmt
Management And General$15,189ManagementAndGeneralAmt
Fundraising$2,895FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,387TotalAmt
Management And General$8,387ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,700TotalAmt
Management And General$14,700ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$818,938TotalAmt
Program Services$630,718ProgramServicesAmt
Management And General$126,107ManagementAndGeneralAmt
Fundraising$62,113FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$82,149TotalAmt
Program Services$74,253ProgramServicesAmt
Management And General$6,632ManagementAndGeneralAmt
Fundraising$1,264FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$224,206TotalAmt
Program Services$202,656ProgramServicesAmt
Management And General$18,100ManagementAndGeneralAmt
Fundraising$3,450FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$73,792TotalAmt
Program Services$73,792ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$58,255TotalAmt
Program Services$58,255ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,678TotalAmt
Program Services$35,865ProgramServicesAmt
Management And General$3,203ManagementAndGeneralAmt
Fundraising$610FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,653TotalAmt
Management And General$6,653ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT$90,666$81,952$7,319$1,395
MATERIALS AND SUPPLIES$86,910$86,617$246$47
MISCELLANEOUS$4,914$3,422$1,492
COPYING AND PRINTING$4,818$4,818

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,635,038TotalAmt
Program Services$4,070,405ProgramServicesAmt
Management And General$446,318ManagementAndGeneralAmt
Fundraising$118,315FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,040,963BOYAmt
EOY$2,304,964EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,111,199BOYAmt
EOY$8,430,014EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,307,253BOYAmt
EOY$2,399,056EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,544BOYAmt
EOY$55,014EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$49,111BOYAmt
EOY$83,568EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$224,243LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$49,720LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$184,597BOYAmt
EOY$174,523EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,797BOYAmt
EOY$16,797EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,765,464BOYAmt
EOY$13,463,936EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$246,720BOYAmt
EOY$229,583EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$297,950BOYAmt
EOY$50,860EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$544,670BOYAmt
EOY$280,443EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,106,611BOYAmt
EOY$4,928,828EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,114,183BOYAmt
EOY$8,254,665EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,220,794BOYAmt
EOY$13,183,493EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,765,464BOYAmt
EOY$13,463,936EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,566,858ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$395,841NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,351,828CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,306,875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,693,329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,563,745CurrentTaxYearMinus1YearAmt
Current Tax Year$6,896,448CurrentTaxYearAmt
Total$22,812,225TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,351,828CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,306,875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,693,329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,563,745CurrentTaxYearMinus1YearAmt
Current Tax Year$6,896,448CurrentTaxYearAmt
Total$22,812,225TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,490,687SubstantialContributorsTotAmt
Public Support Total170$10,321,538PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,943CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,363CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,645CurrentTaxYearMinus1YearAmt
Current Tax Year$204,406CurrentTaxYearAmt
Total$624,630TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,281CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,717CurrentTaxYearMinus1YearAmt
Total$12,223TotalAmt
FieldValueIRS element (for citing)
Total Support$23,449,078TotalSupportAmt
Gross Receipts Rltd Activities$319,245GrossReceiptsRltdActivitiesAmt
Public Support CY1700.44020PublicSupportCY170Pct
Public Support PY1700.36800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,050OtherCostOrOtherBasisAmt
Depreciation$2,721DepreciationAmt
Book Value$14,329BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,741OtherCostOrOtherBasisAmt
Depreciation$32,276DepreciationAmt
Book Value$132,465BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,452OtherCostOrOtherBasisAmt
Depreciation$14,723DepreciationAmt
Book Value$27,729BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$174,523TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$50,860Amt
FieldValueIRS element (for citing)
Total Liability$50,860TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,597,737TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$395,841NetUnrealizedGainsInvstAmt
Revenue Not Reported$395,841RevenueNotReportedAmt
Revenue Subtotal$7,201,896RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,201,896TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,635,038TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,635,038ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,635,038TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOLLOWING IS AN EXCERPT FROM THE AUDITED FINANCIAL STATEMENTS OF JAMES B. HUNT, JR. INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FOUNDATION REGARDING UNCERTAIN TAX POSITIONS UNDER FIN 48: IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES, THE INSTITUTE HAS DETERMINED THAT ALL TAX POSITIONS TAKEN ARE HIGHLY CERTAIN. THE INSTITUTE HAS DETERMINED THAT NO UNRECOGNIZED TAX LIABILITY EXISTS. FUTHERMORE, THE INSTITUTE BELIEVES THERE IS NO MATERIAL INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS FOR THIS PERIOD.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAVAID SIDDIQI PHD
PRESIDENT & CEO$354,095$0$0$0$0$0$19,500$0$324$0$373,919$0$0$0
MICHELE JORDAN
VICE PRESIDENT$160,005$0$0$0$0$0$9,936$0$123$0$170,064$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CIN ADVANCE OF FILING THE FORM 990, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AN ANNUAL QUESTIONNAIRE, REPORTING ANY CONFLICTS OF INTEREST THAT MIGHT EXIST. KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE, WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING.
FORM 990, PART VI, SECTION C, LINE 19FORM 990 IS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GADMINISTRATIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 126,107. FUNDRAISING EXPENSES 62,113. TOTAL EXPENSES 188,220. PROGRAMATIC CONSULTANTS: PROGRAM SERVICE EXPENSES 630,718. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 630,718.