2021-02-24T15:51:39-06:00 2019-12-31 911194016 Clark Nuber PS 10900 NE 4th Street Suite 1400 Bellevue WA 98004 990 2019-01-01 911508191 Alliance for Education ALLI 2063430449 509 Olive Way No 500 Seattle WA 981011726 Lisa Chick CEO & President 2063430449 2021-02-09 1 Sara Elizabeth J Hyre P00235495 4254544919 2021-02-09 2019 2022-09-23 18:48:47Z Lisa Chick 509 Olive Way No 500 Seattle WA 981011726 6004153 0 X www.AllianceforEd.org X 1996 WA To support excellence in education by advancing educational justice and racial equity for students in Seattle Public Schools. 20 20 15 99 0 0 5737510 4288756 218522 251596 595619 476429 -231023 -171103 6320628 4845678 1527974 2274345 0 0 1122399 1361628 0 0 291337 980202 1104422 3630575 4740395 2690053 105283 12272593 13250014 925067 849413 11347526 12400601 X Our mission is to support excellence in education by advancing educational justice and racial equity for students in Seattle Public Schools. 1 0 686152 286191 46338 Affiliated school activities:In 2019, the Alliance provided fiscal support services for volunteer led support groups raising funds to benefit schools, and engaged those groups in supporting schools with more limited access to resources. During the year, the Alliance disbursed over $680,000 for instructional support, scholarships, awards, materials, trainings, extracurricular programs and other school-related activities through our fiscal sponsorship programs. 3039336 1988154 205258 Educational Investments: The Alliance brings together the philanthropic community and Seattle Public School (SPS) leadership to define and support strategic investments in SPS with a focus on increasing equity.In 2019, the Alliance's strategic work included:The Seattle Teacher Residency (STR): We continue to successfully recruit, train and support a diverse pipeline of high-quality teachers trained specifically to teach in Seattle's highest need schools. STR's mission is to accelerate student achievement through the preparation, support, and retention of exceptional teachers who reflect the rich diversity in Seattle Public Schools. We seek to reduce the achievement gap for students from historically underperforming schools and increase opportunities for them to succeed in school, career and life. Some highlights of our successes in 2019 include: - Teachers Trained: In 2019, there were 130 STR-trained teachers in more than 25 high-need public schools in Seattle. An additional 24 Cohort 7 residents started the program in 2019 which will include 14-months of graduate-level coursework and in-classroom apprenticeships. - Students Served: More than 2000 students in over 25 Title I schools benefitted from teachers trained with critical social-emotional and cultural competencies through the STR program in 2019. - Diversity: 40% of current STR residents are teachers of color compared to 20% of other Seattle Public School teachers in a district where 54% of students are students of color.The Right Now Needs Fund: This program is designed to address the most basic needs of Seattle Public School students, to ensure that students can come to school and focus on learning. The Alliance disburses funds to all the 102 Seattle Public Schools, in amounts reflective of the percentage of students in each school receiving free and reduced lunch. Funds can be requested by any school community member and are approved by the school principal. The funds can be spent on addressing the basic needs of students, such as clothing, adequate food, shelter and necessary school supplies. In 2019 over $715,000 was disbursed to meet the basic needs of students. 3725488 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 53 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Lisa Chick 2063430449 509 Olive Way No 500 Seattle WA 981011726 Chick Lisa CEO & President 40.00 X 216334 0 23669 Ward Amy CFO 40.00 X 121501 0 10065 Bier Marisa Director, STR 40.00 X 119811 0 10518 Yates Sarah B Chair 4.00 X X 0 0 0 Williams MPA Sherry Elane Vice Chair 0.50 X X 0 0 0 Frank Lynnette Treasurer thru 11/19 3.00 X X 0 0 0 Powell Darrell Treasurer from 11/19 0.50 X X 0 0 0 Paddock Matthew Secretary 2.00 X X 0 0 0 Allen Jaime Drozd Director 0.50 X 0 0 0 Bridge Jonathan J Director 2.00 X 0 0 0 Broom Jane Director 2.00 X 0 0 0 Chapman Fay Director 1.00 X 0 0 0 Cohen Erle Director 0.50 X 0 0 0 Dailey Mathew Director 0.50 X 0 0 0 Fosado Grace Director 0.50 X 0 0 0 Foster Andrea Director 0.50 X 0 0 0 Hamm Ken Director Thru 06/19 1.00 X 0 0 0 Hoff Brad Director 2.00 X 0 0 0 Lange Sheila Edwards Director 0.50 X 0 0 0 Leader Bruce Director 0.50 X 0 0 0 Merriweather Michelle Director 0.50 X 0 0 0 Miles Nathaniel Nate Director 0.50 X 0 0 0 Seawell Katie Director Thru 05/19 0.50 X 0 0 0 Tuan Mia Director 0.50 X 0 0 0 Zapolsky David Director 0.50 X 0 0 0 457646 0 44252 3 0 1 0 0 281665 442491 3564600 141123 4288756 Residency Program Svcs 611710 251596 251596 251596 261082 261082 1100144 884797 215347 215347 215347 83725 442491 268275 -184550 -184550 10000 5403 4597 4597 Stipend Repayment 611710 8850 8850 8850 4845678 251596 0 305326 1455208 1455208 819137 819137 379976 108559 217138 54279 747694 455724 138511 153459 46815 28991 9494 8330 97097 56954 22355 17788 90046 44376 29335 16335 50440 50440 60892 60892 400687 283059 88638 28990 191 130 94 -33 46530 20135 13647 12748 34716 17536 11187 5993 125834 63534 42268 20032 26760 24896 1535 329 33105 30780 1897 428 305 305 19152 8228 7935 2989 13837 6289 4548 3000 Student Supplies 141372 141372 In-Kind 33092 33092 Business and Excise Tax 29324 13324 9636 6364 Appreciation 27288 24951 2036 301 60897 88908 11984 -39995 4740395 3725488 723570 291337 2851980 1947472 1920141 3695723 263181 72014 2274 28 23902 49603 178403 147102 42291 31301 7149875 7434924 18949 18949 12272593 13250014 181096 234353 555403 226615 48953 36924 134116 348842 5499 2679 925067 849413 X 629456 778878 10718070 11621723 11347526 12400601 12272593 13250014 X 105283 953792 -6000 X 0 1 X 1 0 X 3513904 2992355 2578873 5737510 4303996 19126638 3513904 2992355 2578873 5737510 4303996 19126638 6422570 12704068 156473 177519 167318 215815 261082 978207 8245 11690 8850 28785 20133630 1459975 0.63100 0.70000 X Schedule A, Part II, Line 10, Explanation of Other Income: Stipend Repayment - 2017 Amount: $ 8,245. 2018 Amount: $ 11,690. 2019 Amount: $ 8,850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 670000 605510 807986 1 1 0 1 X 6471459 1300 1347552 279300 71951 60631 7408429 7117935 400 -390477 126000 70601 59798 6471459 6998535 500 1054643 806200 71022 58521 7117935 7041899 600 418757 334500 69577 58644 6998535 7573433 10850 -33383 372392 73413 63196 7041899 0.00000 0.02120 0.97880 0 0 22931 19129 3802 105592 94126 11466 49880 33847 16033 31301 Capital lease payable 2679 2679 5818628 953792 28484 -6361 975915 4842713 60736 -57771 2965 4845678 4765553 28484 57771 86255 4679298 60736 361 61097 4740395 Part IV, Line 2b: Alliance for Education acts as a fiscal agent for the operation of certain programs of other organizations. Funds received for these programs are set aside in the Alliance's books and records for those organizations. Part V, Line 4: The Alliance has several endowments, each with specific purposes. The John Stanford Fund is intended for general support of the mission of the Alliance. The remaining endowment funds are intended to support awards to principals, teachers, students or to provide general support for specific schools or school programs in the Seattle school district. Part XI, Line 2d - Other Adjustments: Loss on uncollectible pledge (2019) -6,000. Stock transfer fees -156. Bad debt expense -205. Part XI, Line 4b - Other Adjustments: Special event expenses -57,771. Part XII, Line 2d - Other Adjustments: Special event expenses 57,771. Part XII, Line 4b - Other Adjustments: Stock transfer fees 156. Bad debt expense 205. 2019 Black and Orange Gala 339376 270891 68485 81399 1272 3500 124683 2019 AFE Community Luncheon 186840 171600 15240 21900 23768 11753 526216 442491 83725 103299 25040 3500 136436 268275 -184550 1 Seattle Public Schools 2445 3rd Avenue South Seattle WA 98134 916001541 Government 803146 These funds supported District-wide initiatives and individual school programs. University of Washington 129 Schmitz Hall Box 355870 Seattle WA 98195 916001537 Government 327714 Support for the Seattle Teacher Residency program. City of Seattle 600 Fourth Ave Seattle WA 98104 916001275 Government 216676 Seattle Parks and Recreation Summer Support John Stanford Int'l School PTSA 4057 5th Ave NE Seattle WA 98105 943084553 501(c)(3) 52331 General Support John Muir Elementary PTA 3301 S Horton St Seattle WA 98144 911330219 501(c)(3) 17827 General Support Nathan Hale HS Music Boosters PO Box 15730 Seattle WA 98115 842934443 501(c)(3) 12622 General Support Northgate Elementary PTO 11725 1st Ave NE Seattle WA 98125 812942021 501(c)(3) 22885 General Support 7 0 Friends of Seattle World School Alumni Scholarship 46 42233 Book Scholarship Ballard HS - J. Amorratanasuchad Scholarship 3 19000 Book Scholarship Nicholas Sherburne - Scholarships 1 1000 Book Scholarship Nico Luiggi Scholarship 1 1500 Book Scholarship Friends of Seattle World School Alumni Scholarship 33 11311 Book Books/Laptops/Food/Supplies Ballard HS - J. Amorratanasuchad Scholarship 1 3500 STR Tuition Reimbursement 5 19674 Student Assistance - In-Kind 7000 66752 Book In-kind direct contributions of supplies, clothing, food, furniture and health. Student Assistance - Monetary 6605 471490 Student Assistance - Rent 417 164402 Book Rental assistance including utilities and temporary hotel stays. Student Assistance - Supplies 1281 18255 Book School related supplies for use in the classroom including sheet music, library books, tablets, etc. Part I, Line 2: 'Seattle Public Schools (SPS) was the recipient of 52% of all grant funds awarded in 2019 ($803K). Approximately 7% of all grants were made directly to affiliated school groups in support of individual schools ($106K). 35% of total grants were made to other organizations ($546K). The remaining 6% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($98K). Grants to SPS: 82.35% were awarded as reimbursable grants and 17.65% as direct grants. Budgets are determined for each reimbursable grant project and SPS submits monthly expense reimbursement requests which are verified against budgeted expenditures before funds are distributed. Direct grants funds are deposited into separate cost center accounts at SPS for the specific purpose of the project and are subject to SPS expenditure policies. Grants to other organizations: During 2019, 100% of grants to other organizations were awarded as reimbursable grants. Budgets are determined for each reimbursable grant project and the organization submits monthly expense reimbursement requests which are verified against budgeted expenditures and project objectives before funds are distributed. Affiliated School Group: Funds are disbursed at the request of advisors for the account. Scholarships and Awards: Scholarships and awards are primarily restricted to support the recipients of higher education and are issued directly to the institution of higher education at which the recipient is enrolled. X X 0 0 0 0 0 0 0 0 0 Chick Lisa CEO & President 215625 0 709 0 0 0 13410 0 10259 0 240003 0 0 0 X 4 47577 Fair Market Value X Auction Items 163 60398 Cost/Selling Price X Equipment 2 30378 Fair Market Value X Food, Other 1 2770 Fair Market Value 0 0 1 0 Part I, Column (b): The number in column (b) represents the amount of contributions received. Form 990, Part I, Line 6, Volunteers: STR - Selection Day and File Review (45) Auction/Gala (18) Community Luncheon (4) Board of Directors (22) Ex Officio Board Member (1) STR Alumni Board (8) Development General (1) Form 990, Part III, line 2 The Right Now Needs Fund was operational as part of the 2019 strategic work. Details of this program are described in Part III, Line 4a. Form 990, Part VI, Section A, line 2 Lynnette Frank and Jonathan Bridge have a business relationship. Form 990, Part VI, Section B, line 11b Clark Nuber, an independent accounting firm, prepares the Form 990. The Executive Committee reviews and approves the corporation's annual Form 990 and it is forwarded it to the Board for information before filing. Form 990, Part VI, Section B, line 12c Board members review and affirm the conflict of interest policy on an annual basis. Each member is required to disclose any actual or possible conflict of interest and to present all material facts to the board or Executive Committee. After such a disclosure, the interested person shall leave the board or executive committee meeting. The remaining members shall discuss and vote whether a conflict of interest exists. If a conflict is determined to exist, the interested person may make a presentation at the board or Executive Committee meeting, but shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. The chairperson of the board or Executive Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement and after exercising due diligence, a determination shall be made by a majority vote of the disinterested directors on whether the transaction or arrangement is in the best interests of the alliance. Meeting minutes will record the names of persons who made disclosures or who were found to have actual or possible conflicts of interest, the nature of the financial interest, any action taken to determine the presence of a conflict of interest and the board or Executive Committee's decisions. Form 990, Part VI, Section B, line 15 CEO/President: The Executive Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the CEO/President's compensation and performance each year and for evaluating the CEO/President's performance annually in light of these goals and objectives. The Executive Committee utilizes the expertise of the Seattle Metropolitan Chamber of Commerce when determining compensation. Compensation reviews are done on an annual basis with the last review in November 2019. The CFO: The CEO/President is responsible for establishing goals and objectives relevant to compensation and performance for this position. Performance and compensation are reviewed annually. The CEO/President utilizes the expertise of the the Seattle Metropolitan Chamber of Commerce when determining compensation for these positions. The last review was conducted in March of 2019. Form 990, Part VI, Section C, line 19 Audited financial statements, annual reports and Form 990s for at least the past three years are made available on the organization's website. They are also available by request. Governing documents and conflict of interest policies are available upon request. Form 990, Part XI, line 9: Loss on uncollectible pledge (2019) -6,000.