2025-02-13T10:25:53-06:00 2024-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-04-01 263015634 NATIONAL PUBLIC EDUCATION SUPPORT FUND NATI 2026848260 1425 K STREET NW 700 WASHINGTON DC 20005 FRANK GETTRIDGE PRESIDENT & CEO 2026848260 2025-02-11 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2025-02-13 2023 2025-03-06 01:10:19Z THE PHILANTHROPIC COLLABORATIVE FOR EDUCATION FRANK GETTRIDGE 1425 K STREET NW 700 WASHINGTON DC 20005 2314448 0 X WWW.NPESF.ORG X 2008 DC NPESF STRENGTHENS, CONVENES, AND CATALYZES NETWORKS OF PHILANTHROPY TO ADVANCE THE EQUITABLE AND RACIALLY JUST EDUCATION AND SYSTEMIC POLICIES AND PRACTICES THAT CREATE THE CONDITIONS EVERY LEARNER NEEDS TO ACHIEVE, THRIVE, AND SUCCEED IN A GLOBAL DIVERSE SOCIETY. 7 7 7 0 0 0 5059588 2214963 0 0 13804 46267 4076 53218 5077468 2314448 125000 876347 0 0 1129962 1079708 0 0 150586 2490197 1933262 3745159 3889317 1332309 -1574869 7467288 6172936 177524 458041 7289764 5714895 X THE COLLABORATIVE STRENGTHENS, CONVENES, AND CATALYZES NETWORKS OF PHILANTHROPY TO ADVANCE EQUITABLE AND JUST EDUCATION AND SYSTEMIC POLICIES AND PRACTICES THAT CREATE THE CONDITIONS EVERY LEARNER NEEDS TO ACHIEVE, THRIVE AND SUCCEED IN A GLOBALLY DIVERSE SOCIETY. 0 0 664758 EDUCATION FUNDER STRATEGY GROUP: NPESF MANAGES THE EDUCATION FUNDER STRATEGY GROUP (EFSG), WHICH IS A MEMBERSHIP FORUM FOR LEADING STATE, REGIONAL AND NATIONAL FOUNDATIONS FOCUSED ON UNITED STATES POLICY ACROSS THE CONTINUUM FROM EARLY CHILDHOOD, K-12, AND POST-SECONDARY EDUCATION. THE LEARNING GOALS FOR THIS PHILANTHROPIC COMMUNITY ARE TO HELP: 1) RAISE EDUCATIONAL ATTAINMENT FOR ALL STUDENTS WITH THE DEEPER LEARNING OUTCOMES AND SKILLS THAT WILL PREPARE THEM FOR LIFE, WORK, AND CITIZENSHIP; 2) CLOSE GAPS TO INCREASE EDUCATIONAL EQUITY FOR UNDER-SERVED COMMUNITIES BY IMPROVING THE CONDITIONS AND RESOURCES THAT ENABLE STUDENTS TO LEARN AND THRIVE, WITH A PARTICULAR CONCERN FOR ADDRESSING RACIALIZED AND CLASS-BASED DISPARITIES IN LEARNING OPPORTUNITIES AND OUTCOMES; 3) BUILD PUBLIC CONFIDENCE AND COMMITMENT TO PUBLIC EDUCATION AS A PUBLIC GOOD; AND 4) ACCELERATE SYSTEMIC CHANGE IN THE EDUCATION ECOSYSTEM TO DRAMATICALLY IMPROVE LEARNING AND LIFE OUTCOMES FOR ALL STUDENTS. 1372634 876347 OTHER PROGRAMS: NPESF PROVIDES GRANTS TO OTHER PUBLIC CHARITIES WITH A SHARED VISION. NPESF SUPPORTS ORGANIZATIONS WHOSE WORK ADVANCES KEY DRIVERS OF EFFECTIVE EDUCATION REFORM WITH THE GOAL OF REMODELING U.S. PUBLIC EDUCATION - GROUNDED IN OUR DEMOCRATIC VALUES AND THE SCIENCE OF LEARNING - TO PREPARE ALL STUDENTS TO THRIVE IN TODAY'S WORLD. IN ADDITION TO PROGRAM RESEARCH AND OTHER SPECIAL PROJECTS, NPESF'S OTHER PROGRAMS ALSO INCLUDE THE SUPPORT GRANTS TO ALLIANCE FOR EXCELLENT EDUCATION, INC. 406140 GRANTMAKERS FOR THRIVING YOUTH: NPESF SERVES AS THE SPONSOR FOR THE GRANTMAKERS FOR THRIVING YOUTH (GTY), A FUNDERS' FORUM THAT PROMOTES EQUITABLE SYSTEMS, STRUCTURES AND OPPORTUNITIES FOR A COMPREHENSIVE APPROACH TO LEARNING AND DEVELOPMENT SO ALL YOUNG PEOPLE CAN BUILD AND STRENGTHEN THE SKILLS AND CAPACITIES THEY NEED TO THRIVE IN LEARNING, WORK, CITIZENSHIP, AND LIFE. 2443532 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CORDIA PARTNERS 7034626200 8330 BOONE BLVD SUITE 350 VIENNA VA 22182 KENT MCGUIRE BOARD CHAIRMAN 2.00 X X 0 0 0 NA'ILAH SUAD NASIR BOARD SECRETARY 0.50 X X 0 0 0 BARBARA CHOW TREASURER 0.50 X X 0 0 0 BOB WISE BOARD MEMBER 0.50 X 0 0 0 LINDA DARLING-HAMMOND BOARD MEMBER 0.50 X 0 0 0 DANIEL LEEDS BOARD MEMBER 0.50 X 0 0 0 ZOE STEMM-CALDERON BOARD MEMBER 0.50 X 0 0 0 FRANK GETTRIDGE PRESIDENT & CEO 40.00 X 281452 0 23420 ANTHONY TELLISH DIRECTOR OPERATIONS & ORG. 40.00 X 175653 0 11124 JENNIFER CLEGHORN SENIOR DIRECTOR OF STRATEG 40.00 X 172300 0 8615 629405 0 43159 3 0 1 0 NELSON MULLINS RILEY & SCARBOROUGH LLP 101 CONSTITUTION AVENUE WASHINGTON DC 20001 CONSULTING 225024 KATHLEEN TRAPHAGEN 496 S EAST STREET AMHERST MA 01002 CONSULTING 120125 2 2214963 2214963 46267 46267 FEES FOR SERVICE REVEN 900099 52846 52846 MISCELLANEOUS 900099 372 372 53218 2314448 0 0 99485 X 876347 876347 344887 17244 327643 517987 249533 268454 23450 11700 11750 127152 42804 84348 66232 20996 45236 3903 3903 133068 133068 1362002 1041056 174594 146352 4093 1304 2789 5406 1186 4156 64 30234 5503 24731 36000 36000 190666 78381 108115 4170 90960 65971 24989 12089 12089 14361 3321 11040 HONORARIA 21481 21481 MEMBERSHIP AND REGISTRA 19637 4541 15096 DUES AND SUBSCRIPTIONS 1667 385 1282 7695 1779 5916 3889317 2443532 1295199 150586 5893118 778771 1506700 860000 22 5538 8185 1765 69358 66356 15091 3002 4514884 44172 8976 7467288 6172936 136352 452065 41172 5976 177524 458041 X 2928898 2460301 4360866 3254594 7289764 5714895 7467288 6172936 -1574869 0 X X 0 1 X 1 0 X 3741562 5439317 6026313 5059588 2214963 22481743 3741562 5439317 6026313 5059588 2214963 22481743 10362413 12119330 7371 1260 965 17880 46267 73743 16068 5166 53218 74452 22629938 0.53550 0.51030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3738731 3738731 336937 84234 0 0 327965 334086 336419 336937 1335407 2003111 81991 83522 84105 84234 333852 500778 32590 29588 3002 36768 36768 0 3002 OPERATING LEASE LIABILITY 5976 5976 X 2314448 0 2314448 0 2314448 3889317 0 3889317 0 3889317 PART X, LINE 2: NPESF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT ON NET INCOME, IF ANY, GENERATED BY UNRELATED BUSINESS ACTIVITIES. NPESF ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. NPESF PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY INFLUENCE ITS TAX-EXEMPT STATUS. IT IS NPESF'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. 1 TWIN CITIES INOVATION ALLIANCE SOUTHERN EDUCATION FOUNDATION 1041 JAMES AVENUE NORTH STE1003 MINNEAPOLIS MN 55411 821701598 501(C)(3) 200000 0 PARTNERSHIP FOR THE FUTURE OF LEARNING KEY PLACES GRANT TO PROVIDE CAPACITY BUILDING SUPPORT AMERICAN INDIAN COLLEGE FUND DEEP CENTER INCORPORATED 8333 GREENWOOD BLVD DENVER CO 80221 521573446 501(C)(3) 200000 0 PARTNERSHIP FOR THE FUTURE OF LEARNING KEY PLACES GRANT TO PROVIDE CAPACITY BUILDING SUPPORT AZ BOARD OF REGENTS ON BEHALF OF ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 85287 204036923 501(C)(3) 326347 0 PARTNERSHIP FOR THE FUTURE OF LEARNING KEY PLACES GRANT TO PROVIDE CAPACITY BUILDING SUPPORT 3 0 PART I, LINE 2: WHEN APPROPRIATE, NPESF WILL RECEIVE A WRITTEN PLAN AND BUDGET DETAILING THE INTENDED USE OF A REQUESTED GRANT. NPESF'S STAFF WILL DISTRIBUTE A TIMELY, CONCISE WRITTEN RECOMMENDATION TO BOARD MEMBERS FOR REVIEW AND APPROVAL. DECISIONS FOR GRANTS TO THE ALLIANCE FOR EXCELLENT EDUCATION (AEE) ARE DELEGATED TO THE PRESIDENT AND EXECUTIVE DIRECTOR. OTHER GRANTS WILL BE APPROVED BY A MAJORITY OF THE BOARD. UPON APPROVAL, NPESF'S STAFF WILL EXECUTE A GRANT AWARD LETTER TO THE GRANTEE DETAILING THE GRANT PURPOSE, AMOUNT, AND ANY REPORT REQUIREMENTS. NPESF WILL REQUEST ANNUAL REPORTS AND FINANCIAL STATEMENTS FOR SUPPORT GRANTS TO AEE AND OTHER QUALIFIED CHARITIES. NPESF WILL REQUEST A NARRATIVE AND FINANCIAL REPORT, DUE WITHIN A REASONABLE PERIOD OF TIME. FOR SPECIAL PROJECT REPORTS, THE NPESF DIRECTOR MAY APPROVE GRANTEE REQUESTS FOR AN EXTENSION OF THE GRANT PERIOD AND REPORT DEADLINE IN CONSULTATION WITH THE NPESF PRESIDENT. WRITTEN GRANTEE REPORTS WILL BE SHARED WITH THE NPESF BOARD IN A TIMELY MANNER. X X 0 0 0 0 0 0 0 0 0 FRANK GETTRIDGE PRESIDENT & CEO 276452 0 5000 0 0 0 14073 0 9347 0 304872 0 0 0 ANTHONY TELLISH DIRECTOR OPERATIONS & ORG. 122317 0 0 0 53336 0 6116 0 5008 0 186777 0 0 0 JENNIFER CLEGHORN SENIOR DIRECTOR OF STRATEG 164800 0 7500 0 0 0 8615 0 0 0 180915 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE SENT TO THE NPESF BOARD OF DIRECTORS FOR REVIEW AFTER IT HAS BEEN REVIEWED AND DISCUSSED WITH THE ORGANIZATION'S OUTSIDE ACCOUNTANTS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND PRINCIPAL OFFICER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST ARISES, THE DISINTERESTED BOARD MEMBERS WILL DECIDE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF NPESF AND WHETHER IT IS FAIR AND REASONABLE. THE DISINTERESTED MEMBERS OF THE BOARD WILL DETERMINE WHETHER THE ORGANIZATION SHOULD ENTER INTO THE TRANSACTION. KEY EMPLOYEES DISCLOSE CONFLICTS UPON JOINING NPESF AND ARE REQUIRED TO INFORM THE ORGANIZATION OF ANY CONFLICTS THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT PRESIDENT AND VOLUNTEER BOARD CHAIR ASSESSES COMPENSATION WITH OTHER INDEPENDENT BOARD MEMBERS BASED ON THEIR EXPERIENCE WITH NUMEROUS OTHER NON-PROFIT ORGANIZATIONS. NON-PROFIT COMPENSATION REPORT DATA IS ALSO USED AS A SUPPLEMENTARY RESOURCE. FORM 990, PART VI, SECTION C, LINE 19 N/A FORM 990, PART IX, LINE 11G DATA FUNDERS COLLABORATIVE: PROGRAM SERVICE EXPENSES 169,878. MANAGEMENT AND GENERAL EXPENSES 28,490. FUNDRAISING EXPENSES 23,882. TOTAL EXPENSES 222,250. EFSG: PROGRAM SERVICE EXPENSES 286,811. MANAGEMENT AND GENERAL EXPENSES 48,101. FUNDRAISING EXPENSES 40,320. TOTAL EXPENSES 375,232. G&A: PROGRAM SERVICE EXPENSES 133,616. MANAGEMENT AND GENERAL EXPENSES 22,409. FUNDRAISING EXPENSES 18,784. TOTAL EXPENSES 174,809. GTY: PROGRAM SERVICE EXPENSES 253,147. MANAGEMENT AND GENERAL EXPENSES 42,455. FUNDRAISING EXPENSES 35,587. TOTAL EXPENSES 331,189. GSLN: PROGRAM SERVICE EXPENSES 85,739. MANAGEMENT AND GENERAL EXPENSES 14,379. FUNDRAISING EXPENSES 12,053. TOTAL EXPENSES 112,171. SPECIAL PROJECTS AND INITIATIVES: PROGRAM SERVICE EXPENSES 111,865. MANAGEMENT AND GENERAL EXPENSES 18,760. FUNDRAISING EXPENSES 15,726. TOTAL EXPENSES 146,351. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.