2022-11-11T09:23:35-06:00 2022-06-30 273858252 DEAN DORTON ALLEN FORD PLLC P O BOX 17806 RALEIGH NC 276197806 990 2021-07-01 800025367 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN JAME 9843775200 4000 CENTREGREEN WAY 301 CARY NC 27513 SAMUEL HOUSTON EDD TREASURER 9843775200 2022-11-10 1 SAMUEL HOUSTON EDD XXX-XX-XXXX H LOWELL OAKLEY JR P00077654 9197829265 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAVAID E SIDDIQI PHD 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 8988543 0 X WWW.HUNT-INSTITUTE.ORG X 2001 NC TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 25 25 82 0 0 0 6896448 7937053 101042 765615 204406 267643 0 18232 7201896 8988543 5000 797909 0 0 3115972 4939765 0 0 209245 1514066 4522930 4635038 10260604 2566858 -1272061 13463936 11369627 280443 731067 13183493 10638560 X TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 0 0 1444981 HUNT-KEAN LEADERSHIP FELLOWSTHE HUNT-KEAN LEADERSHIP FELLOWS (HK FELLOWS) PROGRAM BRINGS TOGETHER SENIOR, STATE-LEVEL POLITICAL LEADERS WHO HAVE THE SKILL AND WILL TO BE EFFECTIVE, REFORM-MINDED EDUCATION POLICYMAKERS IN THEIR STATES WITH LEADING MINDS IN EDUCATION, POLICY, AND POLITICS. THE HK FELLOWS CURRICULUM IS DESIGNED TO EQUIP PARTICIPANTS WITH THE KNOWLEDGE, RELATIONSHIPS, AND INSPIRATION THEY NEED TO ENGAGE IN CRITICAL CONVERSATIONS ABOUT EQUITY AND LEAD ON EDUCATION REFORM IN THEIR CURRENT ROLES AND AS THEY PURSUE HIGHER OFFICE. EACH COHORT INCLUDES AT LEAST 20 HK FELLOWS WITH EACH REPRESENTING A DIFFERENT STATE AND WITH THE COHORT MAINTAINING A BIPARTISAN BALANCE. 1330018 STATE ENGAGEMENTTHE HUNT INSTITUTE IS CURRENTLY PARTNERING WITH ILLINOIS, MISSOURI, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, VIRGINIA, AND WEST VIRGINIA TO PROVIDE A SERIES OF PROGRAMMING DESIGNED TO BUILD THE CAPACITY OF STATE LEGISLATORS AS THEY TACKLE THE EDUCATION CHALLENGES FACING THEIR STATES. IN EACH OF ITS PARTNER STATES, THE INSTITUTE HOSTS A STATE LEGISLATORS RETREAT (SLR) AND OFFERS ONGOING LEARNING EXPERIENCES TO LEGISLATORS, SUCH AS REGIONAL VISITS TO INNOVATIVE AND IMPACTFUL PROGRAMS ACROSS THE COUNTRY AND/OR A POLICY DISCUSSION SERIES THAT, OVER THE SHARED EXPERIENCE OF A MEAL, SUCCESSFULLY CONNECTS A BIPARTISAN GROUP OF POLICYMAKERS WITH KEY NATIONAL EXPERTS IN EDUCATION POLICY.OUR WORK WITH CURRENT AND FORMER GOVERNORS CULMINATED WITH A GOVERNOR'S EDUCATION SYMPOSIUM IN UTAH. THE HUNT INSTITUTE IS CURRENTLY CONDUCTING A SCAN OF ADDITIONAL STATES AS IT LOOKS TO EXPAND THE SLR MODEL. OKLAHOMA WAS A NEW PARTNER STATE FOR THE INSTITUTE FOR THE YEAR ENDED JUNE 30, 2022. IN 2022, THIS PROGRAM CATEGORY ALSO INCLUDED PLANNING WORK TOWARDS LAUNCHING STATE ENGAGEMENT IN NEW STATES LIKE NEW MEXICO AND INDIANA. 5828526 797909 765615 CROSS-STATE TEAM ENGAGEMENT AND OTHER PROGRAMSTHE HUNT INSTITUTE HAS ALSO BEEN INTENTIONAL ABOUT CONTINUING TO ENHANCE ITS BRAND AND NATIONAL PRESENCE, EXPANDING ITS WEBINAR SERIES, CREATING A NATIONAL OP-ED PRESENCE IN THE WAKE OF COVID-19, PARTNERING WITH JOHN M. BELK ENDOWMENT TO CONTINUE THE JOHN M BELK IMPACT FELLOWSHIP PROGRAM, AND DEPLOYING STAFF TO AND HOSTING SESSIONS AT PARTNER CONVENINGS. OUR ONE MILLION TEACHERS OF COLOR INITIATIVE AIMS TO BUILD SYSTEMS TO HIRE LEADERS AND TEACHERS OF COLOR BY 2030. THE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVENING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS FROM ACROSS THE EDUCATION CONTINUUM. OUR CONTENT TEAMS HAVE EXPERTISE IN EARLY CHILDHOOD, K12, EQUITY, AND HIGHER EDUCATION. THESE CONVENINGS CAN BE TOPICAL IN NATURE, SUCH AS THE 2022 LITERACY SUMMIT, OR GEARED TOWARD CONVENING STATE TEAMS COMPRISED OF GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION REPS, LEGISLATORS, AND OTHERS TO DISCUSS TOPICAL ISSUES ADDRESSING THE EDUCATION CONTINUUM. 8603525 1 1 0 0 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 73 0 82 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANNIE MCCRAY-GORE 9843774992 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 THE HONORABLE JAMES B HUNT JR CHAIRMAN 4.00 X X 0 0 0 THOMAS W LAMBETH VICE CHAIRMAN 2.00 X X 0 0 0 THE HONORABLE HOWARD N LEE SECRETARY 2.00 X X 0 0 0 SAMUEL HOUSTON EDD TREASURER 2.00 X X 0 0 0 THE HONORABLE ROY BARNES BOARD MEMBER 1.00 X 0 0 0 RANDY BEST BOARD MEMBER 1.00 X 0 0 0 ANDY COLE BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE DON CARCIERI BOARD MEMBER 1.00 X 0 0 0 MIMI CLARKE CORCORAN BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE WALTER DALTON BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MITCH DANIELS BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE JIM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 ROBERT EAVES JR BOARD MEMBER 1.00 X 0 0 0 JOEL FLEISHMAN BOARD MEMBER 1.00 X 0 0 0 LAURA FORNASH BOARD MEMBER 1.00 X 0 0 0 MAURICE GREEN BOARD MEMBER 1.00 X 0 0 0 J JACKSON HOKE BOARD MEMBER 1.00 X 0 0 0 JUDITH KELLY PHD BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MICHAEL LEE BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE JAMIE WOODSON BOARD MEMBER 1.00 X 0 0 0 NANCY GUTIERREZ PHD BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE PEDRO RIVERA BOARD MEMBER 1.00 X 0 0 0 DENISE FORTE BOARD MEMBER 1.00 X 0 0 0 ROBERT INGRAM BOARD MEMBER 1.00 X 0 0 0 JAVAID SIDDIQI PHD PRESIDENT & CEO 40.00 X 389770 0 19847 MICHELE JORDAN VICE PRESIDENT 40.00 X 177500 0 11548 DANIEL WUORI SENIOR DIRECTOR OF EARLY LEARNING 40.00 X 138537 0 214 705807 0 31609 3 0 1 0 50 STATE LLC 1401 H STREET NW 5TH FLOOR WASHINGTON DC 20005 CONSULTING SERVICES 150000 THE RABEN GROUP 1341 G STREET NW 5TH FLOOR WASHINGTON DC 20005 CONSULTING SERVICES 114560 2 7937053 7937053 SERVICE REVENUE 541900 765615 765615 765615 267643 267643 MISCELLANEOUS REVENUE 611700 18232 18232 18232 8988543 1051490 0 0 797909 797909 422067 316550 63310 42207 3615762 2768177 773882 73703 170721 130424 35397 4900 442406 337979 91727 12700 288809 220637 59881 8291 27736 27736 28522 28522 853006 698964 154042 136146 113403 19995 2748 220460 192765 21304 6391 853966 830258 12334 11374 1629136 1595395 9295 24446 42051 42051 12415 12415 MATERIALS AND SUPPLIES 418758 362515 43264 12979 EQUIPMENT 250601 212085 33896 4620 MISCELLANEOUS 44697 26456 13355 4886 COPYING AND PRINTING 5436 8 5428 10260604 8603525 1447834 209245 2304964 225793 8430014 8207028 2399056 2679989 55014 73459 83568 34089 224243 91771 174523 132472 16797 16797 13463936 11369627 229583 672789 50860 58278 280443 731067 X 4928828 3938419 8254665 6700141 13183493 10638560 13463936 11369627 -1272061 -1272872 0 X 0 1 X 1 0 X 4306875 4693329 5563745 6896448 7937053 29397450 4306875 4693329 5563745 6896448 7937053 29397450 10232189 19165261 34273 152363 198645 204406 267643 857330 1281 4865 5717 18232 30095 30284875 1081860 0.63280 0.44020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17050 5157 11893 164741 57741 107000 42452 28873 13579 132472 DEFERRED RENT 58278 58278 X 7715671 -1272872 -1272872 8988543 0 8988543 10260604 0 10260604 0 10260604 PART X, LINE 2: 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. 1 HARVARD UNIVERSITY 1 OXFORD STREET CAMBRIDGE MA 02138 350000 0 EARLY CHILDHOOD PROGRAM DUKE UNIVERSITY BOX 90586 DURHAM NC 27708 214460 0 PRESCHOOL DEVELOPMENT LAKE RESEARCH PARTNERS INC 1101 17TH STREET NW WASHINGTON DC 20036 80749 0 RESEARCH FOR COVID-19 CONSTITUENCY PROJECT THE EDUCATION TRUST 1501 K STREET NW SUITE 200 WASHINGTON DC 20005 42900 0 EQUITY PROGRAM EDUCATIONAL ALLIANCE 197 EAST BROADWAY NEW YORK NY 10002 18900 0 PRESCHOOL DEVELOPMENT NEW LEADERS 30 WEST 26TH STREET 10TH FLOOR NEW YORK NY 10010 17500 0 1 MILLION TEACHERS PROGRAM LATINOS FOR EDUCATION 275 PAYSON ROAD BELMONT MA 02478 17500 0 EQUITY PROGRAM MCEL UNITED INC 2103 NUTTALL OAKS PLACE BRANDON FL 33510 15700 0 EQUITY PROGRAM THE CENTURY FOUNDATION 2000 M STREET NW SUITE 720 WASHINGTON DC 20036 15400 0 PRESCHOOL DEVELOPMENT 11 2 X 0 0 0 0 0 0 0 0 0 JAVAID SIDDIQI PHD PRESIDENT & CEO 389770 0 0 0 0 0 19500 0 347 0 409617 0 0 0 MICHELE JORDAN VICE PRESIDENT 177500 0 0 0 0 0 11412 0 136 0 189048 0 0 0 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.