2021-05-05T14:38:10-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 7037063300 2021-05-05 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z X TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 23722140 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 18 17 279 17 0 0 3996726 2845183 33772150 14522279 187522 179204 27921 8359 37984319 17555025 0 0 0 0 10037056 8990695 0 0 563123 27785007 12175852 37822063 21166547 162256 -3611522 14448466 14709992 6981393 10668399 7467073 4041593 X THE MISSION OF THE NONPROFIT, NONPARTISAN CLOSE UP FOUNDATION IS TO EMPOWER YOUNG PEOPLE FOR A LIFETIME OF ACTIVE CITIZENSHIP THROUGH CIVIC EDUCATION PROGRAMS, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, AND CLASSROOM RESOURCES. 0 0 12386984 10066754 WASHINGTON HIGH SCHOOL PROGRAM: THESE PROGRAMS INCLUDE OPPORTUNITIES FOR STUDENTS TO LEARN AND PRACTICE KEY CITIZENSHIP SKILLS, INTERACT WITH KEY POLICY EXPERTS AND ELECTED OFFICIALS AND THEIR STAFFS, AND PARTICIPATE IN LEGISLATIVE SIMULATIONS. EACH PROGRAM INCLUDES INTRODUCTORY ACTIVITIES; THEMATIC SITE VISITS; ISSUE BASED WORKSHOPS; POLICY DEBATES; LEGISLATIVE SIMULATIONS; SEMINARS AND ONSITE VISITS TO GOVERNMENT AGENCIES, NGOS, AND EMBASSIES; AND CULTURAL EXPLORATIONS.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 4206165 4015196 WASHINGTON MIDDLE SCHOOL PROGRAM: THESE PROGRAMS USE THE NATIONS CAPITAL AS A LIVING CLASSROOM WHERE STUDENTS EXPLORE ITS ICONIC SITES AND DISCOVER HOW THE ISSUES AND IDEALS REPRESENTED IMPACT US TODAY. THROUGH VARIOUS INTERACTIVE SITE VISITS, WORKSHOPS, AND DISCUSSIONS, STUDENTS LEARN THE HISTORICAL EVENTS AND IDEAS THAT HAVE SHAPED AMERICAN DEMOCRACY AND GAIN A DEEPER UNDERSTANDING OF THEIR UNIQUE ROLE IN OUR POLITICAL SYSTEM.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 170196 169589 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 88809 270740 PUBLICATIONS 88809 270740 16852154 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 120 0 1 279 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 40.00 X X 350139 0 14900 JOEL JANKOWSKY CHAIRMAN 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 MICHAEL A ANDREWS DIRECTOR 1.50 X 0 0 0 JENNIFER L BENDALL DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 KIRK FRANCIS DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 JANET HALE DIRECTOR 1.50 X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 MARGERY KRAUS DIRECTOR 1.50 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.50 X 0 0 0 THOMAS SPULAK DIRECTOR 1.50 X 0 0 0 JOHN E SUNUNU DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 ILENA ROS-LEHTINEN DIRECTOR 1.50 X 0 0 0 W MICHAEL HOUSE DIRECTOR 1.50 X 0 0 0 KENDRICK MEEK DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 40.00 X 256045 0 11997 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 40.00 X 201965 0 19953 MIA CHARITY VP, DEVELOPMENT 40.00 X 173901 0 10315 JODI MITEVA VP, MARKETING, IT, TRANSPORT., ADMIN 40.00 X 169416 0 9710 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 163821 0 23560 LINDEY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 40.00 X 184428 0 15181 ELISA GUNDUZ HEAD OF CURRICULUM & STUDENT PROGRAMS 40.00 X 118992 0 17606 SHANNON MARYOTT DIRECTOR, SALES & OUTREACH 40.00 X 134392 0 11507 JOHN STURM DIR., PROGRAM SERVICES & LOGISTICS 40.00 X 115266 0 8721 MELISSA WILLIAMS REGIONAL MANAGER, SALES & OUTREACH 40.00 X 113293 0 25245 1981658 0 168695 15 0 1 0 UNITED AIRLINES PO BOX 733229 DALLAS TX 75373 TRANSPORTATION 1843704 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 PROGRAM LODGING 1425056 AMERICAN AIRLINES PO BOX 70536 CHICAGO IL 60673 TRANSPORTATION 1277366 WASHINGTON HILTON 1919 CONNECTICUT AVE NW WASHINGTON DC 20009 PROGRAM LODGING 1014241 HILTON CRYSTAL CITY NATIONAL AIRPORT 2399 JEFFERSON DAVIS HWY ARLINGTON VA 22202 PROGRAM LODGING 810654 19 1851153 994030 2845183 TUITION AND FEES 900099 14251539 14251539 ACADEMIC MATERIALS 900099 270740 270740 14522279 222232 222232 6124087 6167115 -43028 -43028 -43028 MISCELLANEOUS 900099 8359 8359 8359 17555025 14522279 0 187563 1205206 491754 451293 262159 6273946 4853297 1281699 138950 981643 672754 264409 44480 529900 354016 148331 27553 8769 8769 43000 43000 77460 77460 380856 38801 315180 26875 339025 306381 18152 14492 343186 72151 266302 4733 14859 7035 7774 50 448767 323941 103119 21707 3458397 3442325 9413 6659 25978 16784 7474 1720 277947 277947 121625 121625 PROGRAM MEALS 2447168 2447154 14 PROGRAM LODGING 2314190 2314190 TRANSFERS AND TOURS 739391 738591 800 PROGRAM CULTURE 275865 275865 859369 497115 349323 12931 21166547 16852154 3751270 563123 9600 21784 4056469 776724 113189 150000 458130 409374 2294 28366 1388987 2880645 2436959 2129629 531333 307330 7797311 10131189 91153 4580 14448466 14709992 2741536 2094529 3818929 8310706 420928 263164 6981393 10668399 X 5883192 3677008 1583881 364585 7467073 4041593 14448466 14709992 -3611522 186042 0 X 0 1 X 1 0 X 3835071 3492819 3798697 3996726 2845183 17968496 3835071 3492819 3798697 3996726 2845183 17968496 3926303 14042193 20837 83811 104480 187522 222232 618882 66341 21063 20171 27921 8359 143855 18731233 139772933 0.74970 0.73790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 21166547 21166547 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 287500 6225 6225 287500 287500 10672 10672 287500 179625 107875 287500 179625 3022 3022 179625 164625 15000 570 570 179625 0.37520 0.62480 0.00000 0 0 692545 598107 94438 4400 4400 0 1740014 1527122 212892 307330 DEFERRED RENTAL ABATEMENT 263164 263164 X 17663607 186042 186042 17477565 77460 77460 17555025 21089087 0 21089087 77460 77460 21166547 PART V, LINE 4: THE INVESTMENT INCOME IS RESTRICTED TO PROVIDE SCHOLARSHIPS FOR CLOSE UP PROGRAMS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2020, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT & CEO 300139 0 50000 0 0 0 7193 0 7707 0 365039 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 205943 0 50102 0 0 0 5116 0 6881 0 268042 0 0 0 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 133363 0 68602 0 0 0 3547 0 16406 0 221918 0 0 0 MIA CHARITY VP, DEVELOPMENT 133800 0 40101 0 0 0 3547 0 6768 0 184216 0 0 0 JODI MITEVA VP, MARKETING, IT, TRANSPORT., ADMIN 113315 0 56101 0 0 0 3022 0 6688 0 179126 0 0 0 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 133720 0 30101 0 0 0 3938 0 19622 0 187381 0 0 0 LINDEY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 101827 0 82601 0 0 0 2484 0 12697 0 199609 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: ERIC ADYDAN $50,102 MIA CHARITY $40,101 TIMOTHY DAVIS $50,000 STEPHANIE STARGELL $30,101 ELISA GUNDUZ $25,108 JOHN STURM $23,108 NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING: ON MARCH 12, 2020, THE CLOSE UP FOUNDATION SUSPENDED IN-PERSON PROGRAMS DUE TO THE CORONAVIRUS PANDEMIC, WHICH SIGNIFICANTLY IMPACTED ITS OPERATIONS, AND TRANSITIONED TO VIRTUAL CIVIC EDUCATION OPPORTUNITIES FOR THE REMAINDER OF FISCAL YEAR 2020. DUE TO THE IMPACT OF THE PANDEMIC, THE DISRUPTION TO IN-PERSON PROGRAMS IMPACTED APPROXIMATELY 12,000 STUDENTS AND TEACHERS THAT WERE SCHEDULED TO PARTICIPATE IN IN-PERSON PROGRAMS. SCHOOLS AFFECTED BY THE PANDEMIC WERE GIVEN OPTIONS TO CANCEL OR RESCHEDULE FOR A DATE IN THE FUTURE. CLOSE UP'S TRANSITION TO VIRTUAL CIVIC EDUCATION PROGRAMS INCLUDES OPPORTUNITIES FOR STUDENT PROGRAMS, CLASSROOM RESOURCES, AND PROFESSIONAL DEVELOPMENT FOR TEACHERS TO SUPPORT SCHOOLS ENGAGED IN DISTANCE LEARNING. CLOSE UP REMAINS COMMITTED TO PROVIDING IN-PERSON PROGRAMS CONSISTENT WITH ITS TRADITION. WE CONTINUE TO MONITOR THE GUIDANCE OF THE CDC AND LOCAL JURISDICTIONS AND LOOK FORWARD TO THE RETURN TO IN-PERSON PROGRAMS AS SOON AS IT IS SAFE TO DO SO. ADDITIONALLY, CLOSE UP INTENDS TO MAINTAIN ITS COMMITMENT TO VIRTUAL PROGRAMS AND DISTANCE LEARNING TO EXTEND ITS MISSION TO MORE STUDENTS AND TEACHERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 6/30/17, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE BOARD USES A STUDY OF OFFICER COMPENSATION TO EVALUATE THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. BOTH THE STUDY AND BOARD DETERMINATION ARE REVIEWED BY THE GENERAL COUNSEL. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2017. THE 2017 COMPARATIVE COMPENSATION SURVEY IS STILL VERY RELEVANT AS THE COMPENSATION FOR THE POSITIONS IDENTIFIED HAS NOT SIGNIFICANTLY CHANGED SINCE THEN. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 - AMENDED RETURN: THIS RETURN IS BEING AMENDED TO ADD A SCHEDULE O NARRATIVE DESCRIBING CORONAVIRUS IMPACT ON PROGRAMMING.