SAY YES TO EDUCATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAY YES TO EDUCATION INC (EIN 22-3139858)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-05
- IRS object ID
- 202101259349302765
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T16:03:08-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223139858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAY YES TO EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAYY | BusinessNameControlTxt |
| Phone | 8602408900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE STREET 20TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE WEISS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8602408900 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE WEISS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE STREET 20TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,594,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAYYESTOEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PARTNER WITH COMMUNITIES TO PROVIDE ACADEMIC AND NON-ACADEMIC SERVICES TO CHILDREN TO SUPPORT EDUCATION KINDERGARTEN THROUGH COLLEGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,548,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,950,334 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $574,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $924,195 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,385,906 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$340,480 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,706,632 | PYTotalRevenueAmt |
| CY Total Revenue | $4,343,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,524,502 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,127,199 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,774,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,503,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $84,640 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,593,074 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,287,875 | PYOtherExpensesAmt |
| CY Other Expenses | $4,346,894 | CYOtherExpensesAmt |
| PY Total Expenses | $17,671,060 | PYTotalExpensesAmt |
| CY Total Expenses | $13,977,699 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,964,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,633,959 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,747,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,095,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,179,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $499,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,567,477 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,595,931 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,499,506 | ExpenseAmt |
| Grant | $3,786,688 | GrantAmt |
| Desc | BUFFALO, NY CHAPTER:BUFFALO CHAPTER EMBRACES THE ENTIRE CITY SCHOOL DISTRICT, IMPLEMENTING SUPPORT SERVICES TO ADDRESS ACADEMIC, SOCIAL/EMOTIONAL AND HEALTH NEEDS OF STUDENTS. UNLIKE SYRACUSE, BUFFALO PUBLIC SCHOOLS WERE DIVIDED INTO FOUR COHORTS, WITH EACH INCLUDING EQUAL REPRESENTATION OF HIGH, MID AND LOW PERFORMING SCHOOLS. THE FOLLOWING SERVICES HAVE BEEN ROLLED OUT TO EACH COHORT: AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMMING, COLLEGE COACHING, MENTORING, TUTORING AND ACADEMIC ASSISTANCE, PARENT CENTERS, A CITY-WIDE BOYS AND MEN OF COLOR EFFORT AND LEGAL ASSISTANCE FOR FAMILIES. ADDITIONAL SERVICES CURRENTLY AVAILABLE ARE SCHOLARSHIPS AND STUDENT MONITORING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,456,813 | ExpenseAmt |
| Grant | $1,384,705 | GrantAmt |
| Desc | CLEVELAND, OH CHAPTER:CLEVELAND, OH CHAPTER WAS OFFICIALLY ADDED TO THE SAY YES COMMUNITY IN THE 2019 FISCAL YEAR. THE PROGRAMMING OUTLINE WILL MIRROR THE BUFFALO, NY CHAPTER. IMPLEMENTING SUPPORT SERVICES TO ADDRESS ACADEMIC, SOCIAL/EMOTIONAL AND HEALTH NEEDS OF STUDENTS. FAMILY SUPPORT SPECIALISTS, LEGAL SERVICES, AFTER SCHOOL AND SUMMER PROGRAMS ARE ROLLING OUT CURRENTLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,229,576 | ExpenseAmt |
| Desc | HARLEM, NY COHORT:HARLEM CURRENTLY WORKS WITH 270 STUDENTS. THIS WAS THE FIRST SAY YES COHORT TO IMPLEMENT THE STUDENT MONITORING SYSTEM. A RANGE OF SUPPORTS ARE PROVIDED TO THE STUDENTS AND FAMILIES, INCLUDING EXTENDED DAY/YEAR PROGRAMMING, TUTORING, FAMILY OUTREACH AND SUPPORT, SOCIAL SERVICES, SCHOLARSHIPS TO HIGH SCHOOL GRADUATES, AS WELL AS PARENT AND SIBLING FINANCIAL ASSISTANCE FOR HIGHER EDUCATION, AND FREE LEGAL SERVICES. THESE SERVICES HELP TO CREATE A POSITIVE, SUSTAINING FRAMEWORK FOR EACH STUDENT'S ACADEMIC EXPERIENCE-ONE THAT ENCOURAGES AND REWARDS CONTINUED EFFORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $1,203,678 | $955,806 | GUILFORD, NC CHAPTER:GUILFORD COUNTY, NORTH CAROLINA CHAPTER HAS TRANSFERRED FISCAL RESPONSIBILITIES TO A LOCAL ORGANIZATION. SAY YES TO EDUCATION IS STILL FINANCIALLY SUPPORTING, AND WORKING WITH THIS CHAPTER TO CONTINUE TO SCALE A SUSTAINABLE SCHOLARSHIP PROGRAM COUNTY-WIDE AND TO SCALE NON-ACADEMIC SUPPORTS THAT WILL ENHANCE POSTSECONDARY SUCCESS. | |
| $583,122 | SYRACUSE, NY CHAPTER:THIS IS SAY YES'S FIRST CITY-WIDE CHAPTER. SAY YES SYRACUSE COMBINES AN EARLY INCENTIVE OF COLLEGE EDUCATION WITH HIGH QUALITY AND SUSTAINED ACADEMIC, SOCIAL, EMOTIONAL, HEALTH AND FAMILY SUPPORTS THROUGHOUT THE K-12 YEARS. IN SCHOOL SUPPORTS INCLUDE: EXTENDED DAY AND YEAR PROGRAMS, TUTORING, MENTORING, FAMILY OUTREACH AND ENGAGEMENT, SOCIAL WORK/COUNSELING SERVICES, FINANCIAL AID COUNSELING, AND REFERRALS FOR HIGH-QUALITY HEALTH CARE AND LEGAL ASSISTANCE. THE PROGRAM CULMINATES WITH THE PROMISE OF FREE TUITION FOR ALL SYRACUSE CITY SCHOOL DISTRICT GRADUATES WHO MEET RESIDENCY, GRADUATION, AND ADMISSION REQUIREMENTS INTO ONE OF OVER 100 PRIVATE HIGHER EDUCATION INSTITUTIONS & SUNY AND CUNY SCHOOLS. | ||
| $541,495 | WEISS INSTITUTE:FUNCTIONING AS AN ADVISORY SERVICE DIVISION OF SAY YES TO EDUCATION, INC., THE WEISS INSTITUTE PARTNERS WITH COMMUNITIES TO PROVIDE TECHNICAL ASSISTANCE TO ENSURE ALL YOUNG PEOPLE CAN REACH COLLEGE OR OTHER POSTSECONDARY EDUCATION COMPLETION AS A GATEWAY TO ADULT SUCCESS. | $7,500 | |
| $46,168 | PHILADELPHIA COHORT: OUR PHILADELPHIA COHORT INCLUDES 47 POST SECONDARY STUDENTS THAT WE HAVE WORKED WITH SINCE THEY WERE KINDERGARTENERS. SUPPORTS INCLUDED BOTH ACADEMIC AND NON-ACADEMIC SERVICES THAT REMOVE THE PREDICTABLE ACADEMIC, SOCIAL/EMOTIONAL, AND HEALTH AND WELLNESS BARRIERS TO POST SECONDARY ATTAINMENT. THE PROGRAM CONCLUDED JUNE 30, 2019. | ||
| $15,943 | HARTFORD COHORT:RESEARCH AND EVALUATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,390,406 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $955,806 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $7,500 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,576,301 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELINDA KRUKAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602408900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE STREET 20TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JAY LEVINE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLOTILDE PEREZ-BODE DEDECKER | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARGOT COPELAND | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE FRANKLIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEIL GOLDBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR LEVINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAEEMAH NELSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JARMAINE OLLIVIERRE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SOL H PELAVIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH CARLOCK PHILLIPS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA SHAPIRA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE TOLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE A WEISS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE CHASIN | ||||||||
| TREASURER/CEO | 40.00 | Yes (X) | Yes (X) | $350,000 | $0 | $68,693 | ||
| KORAY GRUZ | ||||||||
| CONTROLLER | 40.00 | Yes (X) | $177,500 | $0 | $39,666 | |||
| JACK STEINBERG | ||||||||
| SVP HIGHER ED & COMM | 40.00 | $270,740 | $0 | $66,520 | Yes (X) | |||
| MARTIN BISHOP | ||||||||
| DIRECTOR, BUSINESS SYSTEMS & APPS | 40.00 | $218,000 | $0 | $65,495 | Yes (X) | |||
| DAVID RUST | ||||||||
| EXECUTIVE DIRECTOR - BUFFALO | 40.00 | $189,000 | $0 | $45,353 | Yes (X) | |||
| DIANE M DOWNING | ||||||||
| EXECUTIVE DIRECTOR - CLEVELAND | 40.00 | $168,996 | $0 | $35,644 | Yes (X) | |||
| LIDIA TORRES | ||||||||
| EXECUTIVE DIRECTOR - HARLEM | 40.00 | $139,148 | $0 | $32,494 | Yes (X) | |||
| MARY ANNE SCHMITT-CAREY | ||||||||
| FORMER CEO | 0.00 | $500,000 | $0 | $37,637 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,013,384 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHOOLHOUSE PARTNERS LLC | |||||
| 112 S ROYAL STREET SUITE D | ALEXANDRIA | VA | 22314 | ORGANIZATIONAL STRATEGIC CONSULTANT | $693,465 |
| DIASPARK INC | |||||
| 515 PLAINFIELD AVE SUITE 1 | EDISON | NJ | 08817 | IT APPLICATION SUPPORT | $505,952 |
| GROWTH PHILANTHROPY NETWORK | |||||
| 122 E 42ND ST 17TH FLOOR | NEW YORK | NY | 10168 | ORGANIZATIONAL STRATEGIC CONSULTANT | $500,000 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| PO BOX 8500 S-6050 | PHILADELPHIA | PA | 19178 | LEGAL SERVICES | $280,000 |
| RESEARCH FOR ACTION | |||||
| 100 S BROAD STREET SUITE 700 | PHILADELPHIA | PA | 19110 | ORGANIZATIONAL STRATEGIC CONSULTANT | $180,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,950,334 | AllOtherContributionsAmt |
| Total Contributions | $2,950,334 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEISS INSTITUTE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $7,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $915 | TotalRevenueColumnAmt |
| Exclusion | $915 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,636,021 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,251,030 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,384,991 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,384,991 | TotalRevenueColumnAmt |
| Exclusion | $1,384,991 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,343,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,385,906 | 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 | $6,127,199 | TotalAmt |
| Program Services | $6,127,199 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,613 | TotalAmt |
| Program Services | $207,917 | ProgramServicesAmt |
| Management And General | $303,915 | ManagementAndGeneralAmt |
| Fundraising | $41,781 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,607 | TotalAmt |
| Program Services | $1,628,672 | ProgramServicesAmt |
| Management And General | $154,613 | ManagementAndGeneralAmt |
| Fundraising | $402,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,774 | TotalAmt |
| Program Services | $101,809 | ProgramServicesAmt |
| Management And General | $36,041 | ManagementAndGeneralAmt |
| Fundraising | $25,924 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,589 | TotalAmt |
| Program Services | $310,095 | ProgramServicesAmt |
| Management And General | $20,712 | ManagementAndGeneralAmt |
| Fundraising | $82,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,023 | TotalAmt |
| Program Services | $127,770 | ProgramServicesAmt |
| Management And General | $31,363 | ManagementAndGeneralAmt |
| Fundraising | $27,890 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,579 | TotalAmt |
| Management And General | $84,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,207 | TotalAmt |
| Management And General | $3,207 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,586 | TotalAmt |
| Program Services | $1,451,012 | ProgramServicesAmt |
| Management And General | $8,340 | ManagementAndGeneralAmt |
| Fundraising | $851,234 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,059 | TotalAmt |
| Program Services | $28,157 | ProgramServicesAmt |
| Fundraising | $44,902 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,289 | TotalAmt |
| Program Services | $120,086 | ProgramServicesAmt |
| Management And General | $27,606 | ManagementAndGeneralAmt |
| Fundraising | $23,597 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,873 | TotalAmt |
| Program Services | $566,847 | ProgramServicesAmt |
| Management And General | $4,648 | ManagementAndGeneralAmt |
| Fundraising | $18,378 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,179 | TotalAmt |
| Program Services | $187,179 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,103 | TotalAmt |
| Program Services | $147,666 | ProgramServicesAmt |
| Management And General | $4,364 | ManagementAndGeneralAmt |
| Fundraising | $46,073 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,272 | TotalAmt |
| Program Services | $9,873 | ProgramServicesAmt |
| Management And General | $1,208 | ManagementAndGeneralAmt |
| Fundraising | $28,191 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127 | TotalAmt |
| Management And General | $127 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,572 | TotalAmt |
| Management And General | $108,572 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COLLEGE RELATED EXPENSE | $562,019 | $562,019 | |
| BAD DEBT | $15,000 | $15,000 | |
| UBI TAX | $4,029 | $4,029 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,977,699 | TotalAmt |
| Program Services | $11,576,301 | ProgramServicesAmt |
| Management And General | $808,324 | ManagementAndGeneralAmt |
| Fundraising | $1,593,074 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,079,214 | BOYAmt |
| EOY | $1,400,592 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,273,725 | BOYAmt |
| EOY | $1,344,728 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,180 | BOYAmt |
| EOY | $29,905 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,016 | BOYAmt |
| EOY | $97,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,620 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,690,703 | BOYAmt |
| EOY | $500 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,776,179 | BOYAmt |
| EOY | $5,222,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,747,144 | BOYAmt |
| EOY | $8,095,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,667 | BOYAmt |
| EOY | $499,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,667 | BOYAmt |
| EOY | $499,730 | 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 | $14,746,890 | BOYAmt |
| EOY | $6,640,413 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,820,587 | BOYAmt |
| EOY | $955,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,567,477 | BOYAmt |
| EOY | $7,595,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,747,144 | BOYAmt |
| EOY | $8,095,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,633,959 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$337,587 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $4,010,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,927,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,455,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,548,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,950,334 | CurrentTaxYearAmt |
| Total | $31,892,537 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,010,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,927,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,455,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,548,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,950,334 | CurrentTaxYearAmt |
| Total | $31,892,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,751,404 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,141,133 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $915 | CurrentTaxYearAmt |
| Total | $38,797 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,727 | CurrentTaxYearMinus1YearAmt |
| Total | $7,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,939,061 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $874,677 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69280 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,620 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SOMERSET | Desc |
| Book Value | $5,222,711 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,222,711 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,047,322 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$337,587 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $41,169 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$296,418 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,343,740 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,343,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,018,868 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $41,169 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $41,169 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,977,699 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,977,699 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PRIOR TO 2007, SAY YES WAS A PRIVATE FOUNDATION AS DESCRIBED UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE (THE CODE) AND WAS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ON JANUARY 27, 2013 SAY YES RECEIVED A NOTIFICATION THAT ITS REQUEST TO BE TREATED AS A PUBLIC CHARITY HAD BEEN ACCEPTED BY THE IRS. ORGANIZATIONS EXEMPT FROM INCOME TAX PURSUANT TO IRC SECTION 501(C)(3) ARE SUBJECT TO INCOME TAX ONLY ON UNRELATED BUSINESS INCOME. FINANCIAL AND REPORTING STANDARDS PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE MANAGEMENT OF SAY YES HAS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TAX RETURNS OF SAY YES ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS PRIOR TO FISCAL YEAR 2017. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - BERMUDA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | BUSINESS REINSURANCE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $5,222,711 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,222,711 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,222,711 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAY YES SCHOLARSHIP | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | 462867677 | 501(C)(3) | $3,786,688 | TO SUPPORT BUFFALO SAY YES ACTIVITIES |
| COLLEGE NOW | |||||||
| 1500 W 3RD ST SUITE 125 | CLEVELAND | OH | 44113 | 346580096 | 501(C)(3) | $879,076 | TO SUPPORT CLEVELAND SAY YES ACTIVITIES |
| GUILFORD EDUCATION ALLIANCE | |||||||
| 902 BONNER DRIVE | JAMESTOWN | NC | 27282 | 200328746 | 501(C)(3) | $955,806 | TO SUPPORT GUILFORD SAY YES ACTIVITIES |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | 340714588 | 501(C)(3) | $200,000 | TO SUPPORT CLEVELAND SAY YES ACTIVITIES |
| CLEVELAND PLAY HOUSE | |||||||
| 1901 EAST 13TH STREET SUITE 200 | CLEVELAND | OH | 44106 | 366515260 | 501(C)(3) | $159,116 | TO SUPPORT CLEVELAND SAY YES AFTER SCHOOL ACTIVITIES |
| CENTER FOR ARTS- INSPIRED LEARNING | |||||||
| 19017 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | 341241756 | 501(C)(3) | $76,144 | TO SUPPORT CLEVELAND SAY YES AFTER SCHOOL ACTIVITIES |
| BOYS & GIRLS OF NORTHEAST OHIO | |||||||
| 4111 PEARL AVENUE | LORAIN | OH | 44055 | 341856214 | 501(C)(3) | $70,369 | TO SUPPORT CLEVELAND SAY YES AFTER SCHOOL ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S ACCOUNTING DEPARTMENT MONITORS GRANT FUNDS IN A MULTI-STEP PROCESS. FIRST, A SPREADSHEET IS CREATED FOR THE GRANT. ANY INVOICES/EXPENSES THAT COME IN ARE REVIEWED AGAINST THE GRANT RESTRICTION/PURPOSE (IF ANY) TO MAKE SURE THEY ARE ALLOWABLE FOR THE PURPOSE OF THE GRANT. ONCE SATISFACTORY TO THE GRANT PURPOSE, THE EXPENSE IS RECORDED ON THE SPREADSHEET. THIS SPREADSHEET IS REVIEWED MONTHLY FOR ACCURACY AND COMPLETENESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EUGENE CHASIN | ||||||||||||||
| TREASURER/CEO | $350,000 | $0 | $0 | $0 | $0 | $0 | $25,200 | $0 | $43,493 | $0 | $418,693 | $0 | $0 | $0 |
| KORAY GRUZ | ||||||||||||||
| CONTROLLER | $177,500 | $0 | $0 | $0 | $0 | $0 | $15,975 | $0 | $23,691 | $0 | $217,166 | $0 | $0 | $0 |
| JACK STEINBERG | ||||||||||||||
| SVP HIGHER ED & COMM | $270,740 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $41,770 | $0 | $337,260 | $0 | $0 | $0 |
| MARTIN BISHOP | ||||||||||||||
| DIRECTOR, BUSINESS SYSTEMS & APPS | $203,000 | $0 | $15,000 | $0 | $0 | $0 | $19,620 | $0 | $45,875 | $0 | $283,495 | $0 | $0 | $0 |
| DAVID RUST | ||||||||||||||
| EXECUTIVE DIRECTOR - BUFFALO | $189,000 | $0 | $0 | $0 | $0 | $0 | $17,010 | $0 | $28,343 | $0 | $234,353 | $0 | $0 | $0 |
| DIANE M DOWNING | ||||||||||||||
| EXECUTIVE DIRECTOR - CLEVELAND | $168,996 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,644 | $0 | $204,640 | $0 | $0 | $0 |
| LIDIA TORRES | ||||||||||||||
| EXECUTIVE DIRECTOR - HARLEM | $139,148 | $0 | $0 | $0 | $0 | $0 | $12,744 | $0 | $19,750 | $0 | $171,642 | $0 | $0 | $0 |
| MARY ANNE SCHMITT-CAREY | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $0 | $500,000 | $0 | $0 | $0 | $37,637 | $0 | $537,637 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | FORMER PRESIDENT/CEO MARY ANNE SCHMITT-CAREY RECEIVED SEVERANCE OF $500,000. |
| PART I, LINE 7 | BONUS PAYMENTS WERE DISCRETIONARY AND APPROVED BY THE BOARD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE WEISS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR, CHAIRMAN OF BOARD | RelationshipDescriptionTxt |
| Transaction | $3,000 | TransactionAmt |
| Transaction | INVESTMENT FEES WERE INCURRED BY THE ORGANIZATION IN CONNECTION WITH ITS PARTNERSHIP INTEREST IN WEISS MULTI-STRATEGY PARTNERS LTD. MR. WEISS THEN MAKES A PERSONAL CONTRIBUTION TO THE ORGANIZATION IN THE AMOUNT OF THE CORRESPONDING INVESTMENT FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | SAY YES TO EDUCATION, INC. IS A NATIONAL NONPROFIT THAT PARTNERS WITH COMMUNITIES AROUND THE GOALS OF ALL STUDENTS NOT ONLY GRADUATING HIGH SCHOOL - BUT DOING SO WITH THE SUPPORT, PREPARATION AND WHEREWITHAL TO ATTAIN A COLLEGE DEGREE OR OTHER POSTSECONDARY CREDENTIAL. MORE THAN 170,000 STUDENTS IN KINDERGARTEN THROUGH GRADE 12, MOST OF THEM IN COMMUNITIES IN NEW YORK, PENNSYLVANIA, NORTH CAROLINA, AND OHIO HAVE ACCESS TO ACADEMIC AND NON-ACADEMIC SUPPORT SERVICES FROM PARTNERS IN SAY YES COMMUNITIES. UPON HIGH SCHOOL GRADUATION, SAY YES SCHOLARS ALSO HAVE ACCESS TO POSTSECONDARY SCHOLARSHIPS - TO IN-STATE PUBLIC COLLEGES AND UNIVERSITIES, OR THE MORE THAN 100 PRIVATE COLLEGES AND UNIVERSITIES IN THE SAY YES HIGHER EDUCATION COMPACT. THE SAY YES STRATEGY IS ALIGNED WITH WHAT RESEARCH INDICATES IS NEEDED TO ENABLE ALL CHILDREN TO MAXIMIZE THEIR GIFTS AND TALENTS. THE SAY YES PROMISE AND SUPPORTS BEGIN WHEN A CHILD ENTERS KINDERGARTEN AND CONTINUE THROUGH HIGH SCHOOL AND BEYOND. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS AND THE CHAIR OF EACH COMMITTEE OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE SHALL HAVE, AND MAY EXERCISE, ALL OF THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS WITH THE EXCEPTION OF MATTERS THAT WILL AFFECT THE CORPORATE STRUCTURE OF THE ORGANIZATION AND THE FILLING OF VACANCIES ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING DEPARTMENT PREPARES THE DRAFT 990, WHICH IS THEN REVIEWED BY MANAGEMENT AND AUDITORS. ANY CHANGES ARE MADE, REVIEWED AGAIN, AND UPON SATISFACTION OF MANAGEMENT, THE COMPLETED DRAFT 990 IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROPER STEPS ARE TAKEN PER THE CONFLICT OF INTEREST AND GUIDE OF ETHICS POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE CEO AND COO COMPENSATION. ALL OTHER SALARIES ARE DETERMINED BY THE CEO. THE COMPENSATION CHANGES OF ALL EMPLOYEES ARE DOCUMENTED BY LETTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 129,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,100. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,321,912. MANAGEMENT AND GENERAL EXPENSES 8,340. FUNDRAISING EXPENSES 574,634. TOTAL EXPENSES 1,904,886. CONSULTING OTHER-FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 276,600. TOTAL EXPENSES 276,600. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR. |