JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY: Form 990, tax year 2020
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- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-08T11:42:36-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560517823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOONCE WOOTEN & HAYWOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 17806 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276197806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800025367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B HUNT JR INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL LEADERSHIP & POLICY FDN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9843775200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTREGREEN WAY NO 301 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM HOUSTON TREASURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9843775200 | PhoneNum |
| Signature | 2022-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAM | PersonFirstNm |
| Person Last | HOUSTON TREASURER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H LOWELL OAKLEY JR | PreparerPersonNm |
| PTIN | P00077654 | PTIN |
| Phone | 9197829265 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAVAID E SIDDIQI PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTREGREEN WAY SUITE 301 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,201,896 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNT-INSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,563,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,896,448 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $138,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $101,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $311,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $204,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,717 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,019,050 | PYTotalRevenueAmt |
| CY Total Revenue | $7,201,896 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $192,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,169,642 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,115,972 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,315 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,539,990 | PYOtherExpensesAmt |
| CY Other Expenses | $1,514,066 | CYOtherExpensesAmt |
| PY Total Expenses | $3,902,132 | PYTotalExpensesAmt |
| CY Total Expenses | $4,635,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,116,918 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,566,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,765,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,463,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $544,670 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,220,794 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,183,493 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $629,460 | ExpenseAmt |
| Desc | HUNT-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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,407,330 | ExpenseAmt |
| Revenue | $91,052 | RevenueAmt |
| Desc | STATE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,033,615 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $9,990 | RevenueAmt |
| Desc | CROSS-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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,070,405 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE MCCRAY-GORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9843774992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTREGREEN WAY SUITE 301 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| GOVERNOR JAMES B HUNT JR | |||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS W LAMBETH | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE HOWARD N LEE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM HOUSTON EDD | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GOVERNOR ROY BARNES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY BEST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY COLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GOVERNOR DON CARCIERI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIMI CLARKE CORCORAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE WALTER DALTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE MITCH DANIELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GOVERNOR JIM DOUGLAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT EAVES JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL FLEISHMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE LAURA FORNASH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE GREEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J JACKSON HOKE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN JUDITH KELLEY PHD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE MICHAEL LEE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE JOHN CHIANG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE JAMIE WOODSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY GUTIERREZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE PEDRO RIVERA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE FORTE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAVAID SIDDIQI PHD | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $354,095 | $0 | $19,824 | ||
| MICHELE JORDAN | |||||||
| VICE PRESIDENT | 40.00 | $160,005 | $0 | $10,059 | Yes (X) | ||
| MEREDITH DIXON | |||||||
| DIRECTOR OF FINANCE & OPER | 40.00 | $127,515 | $0 | $10,302 | Yes (X) | ||
| PATRICK SIMS | |||||||
| DIRECTOR OF POLICY & RESEA | 40.00 | $117,357 | $0 | $12,522 | Yes (X) | ||
| DANIEL WUORI | |||||||
| DIRECTOR OF EARLY LEARNING | 40.00 | $121,817 | $0 | $7,414 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $880,789 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,121 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 50 STATE LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 H STREET NW 5TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $150,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,896,448 | AllOtherContributionsAmt |
| Total Contributions | $6,896,448 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $101,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $101,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $204,406 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,201,896 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $305,448 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | 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 | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,779 | TotalAmt |
| Program Services | $287,371 | ProgramServicesAmt |
| Management And General | $67,408 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,148,218 | TotalAmt |
| Program Services | $1,975,049 | ProgramServicesAmt |
| Management And General | $134,656 | ManagementAndGeneralAmt |
| Fundraising | $38,513 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,375 | TotalAmt |
| Program Services | $130,499 | ProgramServicesAmt |
| Management And General | $11,655 | ManagementAndGeneralAmt |
| Fundraising | $2,221 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,453 | TotalAmt |
| Program Services | $253,497 | ProgramServicesAmt |
| Management And General | $22,641 | ManagementAndGeneralAmt |
| Fundraising | $4,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,147 | TotalAmt |
| Program Services | $170,063 | ProgramServicesAmt |
| Management And General | $15,189 | ManagementAndGeneralAmt |
| Fundraising | $2,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,387 | TotalAmt |
| Management And General | $8,387 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,700 | TotalAmt |
| Management And General | $14,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,938 | TotalAmt |
| Program Services | $630,718 | ProgramServicesAmt |
| Management And General | $126,107 | ManagementAndGeneralAmt |
| Fundraising | $62,113 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,149 | TotalAmt |
| Program Services | $74,253 | ProgramServicesAmt |
| Management And General | $6,632 | ManagementAndGeneralAmt |
| Fundraising | $1,264 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,206 | TotalAmt |
| Program Services | $202,656 | ProgramServicesAmt |
| Management And General | $18,100 | ManagementAndGeneralAmt |
| Fundraising | $3,450 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,792 | TotalAmt |
| Program Services | $73,792 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,255 | TotalAmt |
| Program Services | $58,255 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,678 | TotalAmt |
| Program Services | $35,865 | ProgramServicesAmt |
| Management And General | $3,203 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,653 | TotalAmt |
| Management And General | $6,653 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,635,038 | TotalAmt |
| Program Services | $4,070,405 | ProgramServicesAmt |
| Management And General | $446,318 | ManagementAndGeneralAmt |
| Fundraising | $118,315 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,040,963 | BOYAmt |
| EOY | $2,304,964 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,111,199 | BOYAmt |
| EOY | $8,430,014 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,307,253 | BOYAmt |
| EOY | $2,399,056 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,544 | BOYAmt |
| EOY | $55,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,111 | BOYAmt |
| EOY | $83,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $224,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,720 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,597 | BOYAmt |
| EOY | $174,523 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,797 | BOYAmt |
| EOY | $16,797 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,765,464 | BOYAmt |
| EOY | $13,463,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,720 | BOYAmt |
| EOY | $229,583 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,950 | BOYAmt |
| EOY | $50,860 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,670 | BOYAmt |
| EOY | $280,443 | 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 | $3,106,611 | BOYAmt |
| EOY | $4,928,828 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,114,183 | BOYAmt |
| EOY | $8,254,665 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,220,794 | BOYAmt |
| EOY | $13,183,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,765,464 | BOYAmt |
| EOY | $13,463,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,566,858 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $395,841 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,351,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,306,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,693,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,563,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,896,448 | CurrentTaxYearAmt |
| Total | $22,812,225 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,351,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,306,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,693,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,563,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,896,448 | CurrentTaxYearAmt |
| Total | $22,812,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,490,687 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,321,538 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,406 | CurrentTaxYearAmt |
| Total | $624,630 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,717 | CurrentTaxYearMinus1YearAmt |
| Total | $12,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,449,078 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $319,245 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,721 | DepreciationAmt |
| Book Value | $14,329 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,276 | DepreciationAmt |
| Book Value | $132,465 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,723 | DepreciationAmt |
| Book Value | $27,729 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $174,523 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $50,860 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,860 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,597,737 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $395,841 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $395,841 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,201,896 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,201,896 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,635,038 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,635,038 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,635,038 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A 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 12C | IN 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 15 | PERSONNEL 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 19 | FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ADMINISTRATIVE 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. |