KIPP FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KIPP FOUNDATION (EIN 94-3362724)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-03
- IRS object ID
- 202010639349300721
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-03T13:11:00-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943362724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIPP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIPP | BusinessNameControlTxt |
| Phone | 4153991556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET NO 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARFIELD BYRD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4158747383 | PhoneNum |
| Signature | 2020-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.70.253.168 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-03 | IPDt |
| IP Tm | 13:00:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FD9DDE82EC6D4B8065AB7615AF10F25757ED51F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD BARTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET NO 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,795,139 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KIPP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE PUBLIC SCHOOLS THAT EQUIP EDUCATIONALLY UNDERSERVED STUDENTS WITH SKILLS TO SUCCEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $62,815,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,666,723 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,731,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,840,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $321,983 | PYInvestmentIncomeAmt |
| CY Investment Income | $747,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,674 | PYOtherRevenueAmt |
| CY Other Revenue | $62,730 | CYOtherRevenueAmt |
| PY Total Revenue | $69,907,277 | PYTotalRevenueAmt |
| CY Total Revenue | $64,318,019 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,762,238 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,802,423 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,989,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,036,218 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,022,463 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,075,154 | PYOtherExpensesAmt |
| CY Other Expenses | $19,349,016 | CYOtherExpensesAmt |
| PY Total Expenses | $73,827,353 | PYTotalExpensesAmt |
| CY Total Expenses | $66,187,657 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,920,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,869,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,465,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,290,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,286,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,981,045 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,178,621 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,308,983 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CREATE A RESPECTED, INFLUENTIAL, AND NATIONAL NETWORK OF PUBLIC SCHOOLS THAT ARE SUCCESSFUL IN HELPING STUDENTS FROM EDUCATIONALLY UNDERSERVED COMMUNITIES DEVELOP THE KNOWLEDGE, SKILLS, CHARACTER, AND HABITS NEEDED TO SUCCEED IN COLLEGE AND THE COMPETITIVE WORLD BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,990,807 | ExpenseAmt |
| Grant | $14,442,790 | GrantAmt |
| Revenue | $4,695,889 | RevenueAmt |
| Desc | NETWORK GROWTH & SUSTAINABILITY:THE FOUNDATION PROVIDES ON-GOING ASSISTANCE TO GROW KIPP SCHOOLS & REGIONS IN THE AREAS OF SCHOOL LEADER AND REGIONAL LEADER RECRUITMENT, SCHOOL FINANCE AND OPERATIONS, LEGAL SUPPORT, TECHNOLOGY SUPPORT, SUSTAINABLE GROWTH, AND NEW SITE DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,758,678 | ExpenseAmt |
| Grant | $1,805,148 | GrantAmt |
| Revenue | $2,129,675 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT:THE FOUNDATION TRAINS BOTH NEW AND SITTING LEADERS TO BE ASSISTANT PRINCIPALS, FOUNDING PRINCIPALS, SUCCESSOR PRINCIPALS, AND REGIONAL LEADERS THROUGH ITS KIPP SCHOOL LEADERSHIP PROGRAM (KSLP) AND NETWORK LEADER DEVELOPMENT (NLD) PROGRAMMING. KSLP HAS MULTIPLE PROGRAM OFFERINGS INCLUDING: THE FISHER FELLOWSHIP, SUCCESSOR PREP, LEADERSHIP TEAM, AND THE MILES FAMILY FELLOWSHIP. THE FISHER FELLOWSHIP IS A ONE-YEAR, COHORT-BASED LEADERSHIP PROGRAM THAT PREPARES SELECTED EDUCATORS TO FOUND, LEAD, AND GROW A NEW HIGH-PERFORMING KIPP SCHOOL. SUCCESSOR PREP IS A 15 MONTH COHORT-BASED LEADERSHIP PROGRAM THAT PREPARES EXPERIENCED LEADERS WHO HAVE BEEN IDENTIFIED AND/OR SELECTED AS THE SUCCESSOR LEADER OF AN EXISTING KIPP SCHOOL. THE LEADERSHIP TEAM AND MILES FAMILY FELLOWSHIP PROGRAMS ARE YEAR-LONG COHORT-BASED LEADERSHIP PROGRAMS, FOCUSED ON DEVELOPING ASSISTANT PRINCIPALS. NLD OFFERS ADDITIONAL INSTRUCTIONAL LEADERSHIP SUPPORT TO REGIONAL ACADEMIC LEADERS AS WELL AS HIGH SCHOOL LEADERSHIP DEVELOPMENT AND SUPPORT TO HIGH SCHOOL LEADERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,553,413 | ExpenseAmt |
| Grant | $229,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH, DESIGN & INNOVATION: THROUGH RESEARCH, DESIGN AND INNOVATION, THE FOUNDATION FOCUSES ON SUPPORTING CONTINUOUS LEARNING AND IMPROVEMENT AMONG KIPP SCHOOLS & REGIONS BY CREATING ONGOING VISIBILITY INTO KIPP'S NETWORK-WIDE PERFORMANCE; GENERATING ACTIONABLE INSIGHTS; ENSURING HIGH QUALITY DATA AND RESEARCH SUPPORT NETWORK LEADERS IN MAKING DATA-DRIVEN DECISIONS; AND PROMOTING INNOVATION AND FACILITATING THE EXCHANGE OF IDEAS THROUGH SHARED RESOURCES, RETREATS AND PROFESSIONAL DEVELOPMENT EVENTS SUCH AS THE KIPP SCHOOL SUMMIT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,353,537 | ExpenseAmt |
| Grant | $1,325,485 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TEACHING & LEARNING LABS: THE FOUNDATION PROVIDES KIPP SCHOOLS AND REGIONS WITH CURRICULUM AND RELATED RESOURCES, TRAINING, AND IMPLEMENTATION SUPPORT TO MAXIMIZE INSTRUCTIONAL EFFECTIVENESS AND OUTCOMES. KIPP THROUGH COLLEGE: THE FOUNDATION SUPPORTS KIPP SCHOOLS AND REGIONS IN STRENGTHENING THEIR COLLEGE COUNSELING AND ALUMNI ADVISING TO ENSURE THAT KIPP ALUMNI, NATIONWIDE, SUCCESSFULLY MATRICULATE TO AND GRADUATE FROM COLLEGE, AND TRANSITION SUCCESSFULLY TO STRONG FIRST JOBS. THE FOUNDATION HAS CREATED A SET OF NATIONAL INITIATIVES AND PROGRAMS DESIGNED TO SUPPORT AND PROVIDE RESOURCES TO LOCAL KIPP THROUGH COLLEGE PROGRAMS ACROSS THE COUNTRY. THESE PROGRAMS INCLUDE BUILDING COLLEGE PARTNERSHIPS, BUILDING SUPPORT FOR KIPP ALUMNI ON COLLEGE CAMPUSES, AND PROFESSIONAL DEVELOPMENT FOR SCHOOL LEADERS THROUGH TRAINING AND SHARED TOOLS AND RESOURCES. POLICY & PUBLIC AFFAIRS:THE FOUNDATION HAS ADOPTED A POLICY AND PUBLIC AFFAIRS STRATEGY TO DO THE FOLLOWING: PROACTIVELY SHIFT THE NARRATIVE ABOUT KIPP AND CHARTERS TO PROTECT AND GROW THE KIPP BRAND, ENGAGE MORE STAKEHOLDERS AND PAVE THE WAY FOR GROWTH; BUILD AUTHENTIC RELATIONSHIPS ROOTED IN A SHARED AGENDA TO ADVOCATE NATIONALLY AND LOCALLY ON KEY POLICY PRIORITIES THAT SUPPORT STUDENTS AND ALUMNI ON THE PATH TO LEADING CHOICE-FILLED LIVES; CONNECT ADULT ALUMNI TO EACH OTHER AND TO KIPP; BUILD THE CAPACITY OF KIPP SCHOOLS & REGIONS TO LEVERAGE KIPP'S NATIONAL SCALE AND COMMUNICATE AND ADVOCATE PROACTIVELY IN A COORDINATED MANNER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,353,537 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,325,485 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $54,656,435 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 393 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARFIELD BYRD | PersonNm |
| Phone | 4155134106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN FISHER | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMMA BLOOMBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE BRADLEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REED HASTINGS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAVAR JEFFRIES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA KARSH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LOMAX | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK NUNNELLY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERELYN RODRIGUEZ | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KINNARI PATEL-SMYTH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE VILLARREAL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE WALTON PENNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ABIGAIL WEXNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BARTH | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $494,247 | $0 | $12,813 | ||
| DAVID LEVIN | ||||||||
| CO-FOUNDER, DIRECTOR | 40.00 | Yes (X) | $496,393 | $0 | $43,318 | |||
| MICHAEL FEINBERG | ||||||||
| CO-FOUNDER, DIRECTOR (THRU 2/22/18) | 40.00 | Yes (X) | $90,568 | $0 | $6,994 | |||
| GARFIELD BYRD | ||||||||
| CFO, BOARD OFFICER | 40.00 | Yes (X) | $254,149 | $0 | $37,577 | |||
| WILLIAM HIGHBAUGH | ||||||||
| GENERAL COUNSEL & BOARD SECRETARY | 40.00 | Yes (X) | $223,901 | $0 | $18,930 | |||
| JACK CHOROWSKY | ||||||||
| PRESIDENT | 40.00 | $383,980 | $0 | $37,991 | Yes (X) | |||
| LISA DAGGS | ||||||||
| CHIEF NETWK GROWTH OFF(THRU 8/31/18) | 40.00 | $303,473 | $0 | $13,558 | Yes (X) | |||
| RICHARD BUERY | ||||||||
| CHIEF OF POLICY AND PUBLIC AFFAIRS | 40.00 | $292,798 | $0 | $33,449 | Yes (X) | |||
| ERIN MCMAHON | ||||||||
| CHIEF PROGRAMS AND IMPACT | 40.00 | $267,742 | $0 | $20,149 | Yes (X) | |||
| JONATHAN COWAN | ||||||||
| CHIEF RSRCH,DESIGN & INNOVATION OFF | 40.00 | $253,688 | $0 | $37,697 | Yes (X) | |||
| SHERRY PREISS | ||||||||
| CHIEF TEACH &LEARN OFF(THRU 6/29/18) | 40.00 | $259,397 | $0 | $14,666 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,320,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 101 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| WISEWIRE INC | |||||
| 8 MARKET PLACE SUITE 300 | BALTIMORE | MD | 21202 | CURRICULUM RESEARCH & DEVELOPMENT | $694,436 |
| UNIV OF CHICAGO RESIDENTIAL SERVICES | |||||
| 5500 S UNIVERSITY AVE SUITE 110 | CHICAGO | IL | 60637 | CONFERENCE SERVICES | $649,787 |
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||
| 40 W 20TH ST 7TH FLOOR | NEW YORK | NY | 10004 | PROFESSIONAL DEV & IMPLEMENTATION | $592,013 |
| MARRIOTT BUSINESS SERVICES | |||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | CONFERENCE SERVICES | $510,820 |
| WINSTEAD PC | |||||
| 2728 N HARWOOD ST STE 500 | DALLAS | TX | 75201 | LEGAL FEES | $383,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,355,796 | GovernmentGrantsAmt |
| All Other Contributions | $41,310,927 | AllOtherContributionsAmt |
| Noncash Contributions | $225,419 | NoncashContributionsAmt |
| Total Contributions | $56,666,723 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| LICENSE FEES | 900099 | $4,695,889 | $4,695,889 | |
| LEADERSHIP INCOME | 900099 | $2,129,675 | $2,129,675 | |
| QUALIFIED SPONSORSHIP | 900099 | $15,210 | $15,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,840,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $746,682 | TotalRevenueColumnAmt |
| Exclusion | $746,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,478,230 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,477,120 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,110 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,110 | TotalRevenueColumnAmt |
| Exclusion | $1,110 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATES | 900099 | $60,406 | $60,406 |
| LOAN SERVICE FEE INCOM | 900099 | $2,000 | $2,000 |
| LOAN ORIG/PTL GUARANTY | 900099 | $324 | $324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,730 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,318,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,825,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $825,732 | 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 | $17,530,688 | TotalAmt |
| Program Services | $17,530,688 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,735 | TotalAmt |
| Program Services | $271,735 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,289,978 | TotalAmt |
| Program Services | $2,683,570 | ProgramServicesAmt |
| Management And General | $1,496,291 | ManagementAndGeneralAmt |
| Fundraising | $110,117 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,490,913 | TotalAmt |
| Program Services | $14,477,587 | ProgramServicesAmt |
| Management And General | $3,884,546 | ManagementAndGeneralAmt |
| Fundraising | $1,128,780 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,631 | TotalAmt |
| Program Services | $520,764 | ProgramServicesAmt |
| Management And General | $139,654 | ManagementAndGeneralAmt |
| Fundraising | $40,213 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,859,360 | TotalAmt |
| Program Services | $2,085,214 | ProgramServicesAmt |
| Management And General | $615,357 | ManagementAndGeneralAmt |
| Fundraising | $158,789 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,336 | TotalAmt |
| Program Services | $1,227,273 | ProgramServicesAmt |
| Management And General | $379,159 | ManagementAndGeneralAmt |
| Fundraising | $88,904 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,509 | TotalAmt |
| Program Services | $155,049 | ProgramServicesAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
| Fundraising | $357 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,800 | TotalAmt |
| Management And General | $240,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,286 | TotalAmt |
| Management And General | $39,286 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,639,946 | TotalAmt |
| Program Services | $5,820,374 | ProgramServicesAmt |
| Management And General | $676,096 | ManagementAndGeneralAmt |
| Fundraising | $143,476 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,461 | TotalAmt |
| Program Services | $237,662 | ProgramServicesAmt |
| Management And General | $7,602 | ManagementAndGeneralAmt |
| Fundraising | $24,197 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,895 | TotalAmt |
| Program Services | $938,038 | ProgramServicesAmt |
| Management And General | $523,701 | ManagementAndGeneralAmt |
| Fundraising | $44,156 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,672 | TotalAmt |
| Program Services | $709,101 | ProgramServicesAmt |
| Management And General | $40,487 | ManagementAndGeneralAmt |
| Fundraising | $21,084 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,281,610 | TotalAmt |
| Program Services | $942,445 | ProgramServicesAmt |
| Management And General | $258,372 | ManagementAndGeneralAmt |
| Fundraising | $80,793 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,489,019 | TotalAmt |
| Program Services | $4,025,526 | ProgramServicesAmt |
| Management And General | $361,699 | ManagementAndGeneralAmt |
| Fundraising | $101,794 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,377,596 | TotalAmt |
| Program Services | $2,137,691 | ProgramServicesAmt |
| Management And General | $236,747 | ManagementAndGeneralAmt |
| Fundraising | $3,158 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,490 | TotalAmt |
| Program Services | $705,965 | ProgramServicesAmt |
| Management And General | $205,152 | ManagementAndGeneralAmt |
| Fundraising | $66,373 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,386 | TotalAmt |
| Program Services | $67,445 | ProgramServicesAmt |
| Management And General | $19,600 | ManagementAndGeneralAmt |
| Fundraising | $6,341 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EMPLOYEE RECRUITING COS | $421,610 | $96,962 | $323,165 | $1,483 |
| BAD DEBT EXPENSE | $57,191 | $57,191 | ||
| DATA ACQUISITION | $23,147 | $23,147 | ||
| OTHER EXPENSES | $5,398 | $199 | $2,751 | $2,448 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,187,657 | TotalAmt |
| Program Services | $54,656,435 | ProgramServicesAmt |
| Management And General | $9,508,759 | ManagementAndGeneralAmt |
| Fundraising | $2,022,463 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,189,413 | BOYAmt |
| EOY | $22,171,439 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,294,950 | BOYAmt |
| EOY | $12,575,673 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,363,939 | BOYAmt |
| EOY | $5,169,639 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,024,157 | BOYAmt |
| EOY | $1,724,156 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,160 | BOYAmt |
| EOY | $567,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,716,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,435,311 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,597 | BOYAmt |
| EOY | $2,281,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,411,790 | BOYAmt |
| EOY | $21,455,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,357 | BOYAmt |
| EOY | $1,345,427 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,465,363 | BOYAmt |
| EOY | $67,290,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,814,147 | BOYAmt |
| EOY | $11,211,008 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,225 | BOYAmt |
| EOY | $156,850 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,377,370 | BOYAmt |
| EOY | $7,613,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,286,742 | BOYAmt |
| EOY | $18,981,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,570,471 | BOYAmt |
| EOY | $30,890,607 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,608,150 | BOYAmt |
| EOY | $17,418,376 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,178,621 | BOYAmt |
| EOY | $48,308,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,465,363 | BOYAmt |
| EOY | $67,290,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,869,638 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $61,843,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,134,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,311,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,815,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,666,723 | CurrentTaxYearAmt |
| Total | $305,771,510 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,843,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,134,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,311,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,815,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,666,723 | CurrentTaxYearAmt |
| Total | $305,771,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $96,747,125 | SubstantialContributorsTotAmt |
| Public Support Total170 | $209,024,385 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $322,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $746,682 | CurrentTaxYearAmt |
| Total | $1,288,333 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,730 | CurrentTaxYearAmt |
| Total | $116,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $307,175,869 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,465,338 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2014 AMOUNT: $ 4,187. 2015 AMOUNT: $ 1,751. 2016 AMOUNT: $ 8,684. 2017 AMOUNT: $ 38,674. 2018 AMOUNT: $ 62,730. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $4,171 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $28,102 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $80,050 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $11,423 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $123,746 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A SENIOR DIRECTOR, DIRECTOR, AND ASSOCIATE OF GOVERNMENT AFFAIRS AND POLICY WHO LOBBIES TO MODERNIZE THE CHARTER SCHOOLS PROGRAM ON THE NATIONAL LEVEL. EXPENSES IN LINE 1G AND 1H INCLUDE A PORTION OF THE SALARY OF THESE INDIVIDUALS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,842,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $982,634 | DepreciationAmt |
| Book Value | $860,315 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $695,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,298 | DepreciationAmt |
| Book Value | $71,561 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,177,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,828,379 | DepreciationAmt |
| Book Value | $1,349,592 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,281,468 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GUARANTEES | $100,000 |
| GOVERNMENT ADVANCE | $7,513,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,613,187 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,079,058 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $4,800,325 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,800,325 | RevenueNotReportedAmt |
| Revenue Subtotal | $64,278,733 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,286 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $39,286 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,318,019 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,948,696 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,800,325 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,800,325 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,148,371 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,286 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,286 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $66,187,657 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS RECEIVED DETERMINATION FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM THE STATE OF CALIFORNIA FRANCHISE TAX BOARD GRANTING EXEMPTION FROM TAXATION ON RELATED INCOME. THE FOUNDATION MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THESE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KIPP AUSTIN PUBLIC SCHOOLS INC | ||||||||
| 8509 FM 969 BUILDING 513 | AUSTIN | TX | 78724 | 010639602 | 501(C)(3) | $280,296 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS | |
| KIPP BALTIMORE | ||||||||
| 2000 EDGEWOOD ST | BALTIMORE | MD | 21216 | 522342513 | 501(C)(3) | $23,496 | SCHOOL START-UP | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1000 BROADWAY 460 | OAKLAND | CA | 94607 | 205010766 | 501(C)(3) | $1,160,624 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, KIPP THROUGH COLLEGE, FINANCIAL LITERACY, RECRUITING SUPPORT | |
| KIPP CHARLOTTE | ||||||||
| 931 WILANN DRIVE | CHARLOTTE | NC | 28215 | 205664061 | 501(C)(3) | $67,008 | SCHOOL START-UP, RECRUITING SUPPORT | |
| KIPP CHICAGO | ||||||||
| 2007 SOUTH HALSTED ST | CHICAGO | IL | 60608 | 300075271 | 501(C)(3) | $1,181,939 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT | |
| KIPP COLORADO SCHOOLS | ||||||||
| 1390 LAWRENCE ST | DENVER | CO | 80204 | 800037534 | 501(C)(3) | $912,327 | SCHOOL START-UP, LOCAL ADVOCACY | |
| KIPP COLUMBUS | ||||||||
| 2900 INSPIRE DRIVE | COLUMBUS | OH | 43224 | 208627107 | 501(C)(3) | $290,829 | SCHOOL START-UP, SCHOOL MUSIC PROGRAMS | |
| KIPP DALLAS-FORT WORTH | ||||||||
| 3200 SOUTH LANCASTER STE 230-A | DALLAS | TX | 75216 | 820578155 | 501(C)(3) | $714,157 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT | |
| KIPP DC | ||||||||
| 2600 VIRGINA AVE NW STE 900 | WASHINGTON | DC | 20037 | 742974642 | 501(C)(3) | $101,000 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, KIPP THROUGH COLLEGE, CAREER READINESS | |
| KIPP DELTA PUBLIC SCHOOLS | ||||||||
| 514 MISSOURI | HELENA | AR | 72342 | 311807400 | 501(C)(3) | $68,608 | SCHOOL START-UP, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY | |
| KIPP EASTERN NOTHERN CAROLINA | ||||||||
| 320 PLEASANT HILL ROAD | GASTON | NC | 27832 | 742991314 | 501(C)(3) | $572,446 | SCHOOL START-UP, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY, KIPP THROUGH COLLEGE | |
| KIPP ENDEAVOR ACADEMY | ||||||||
| 2700 E 18TH ST | KANSAS CITY | MO | 64127 | 208552002 | 501(C)(3) | $67,474 | SCHOOL START-UP | |
| KIPP HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | 133875888 | 501(C)(3) | $1,522,916 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY | |
| KIPP INDIANAPOLIS | ||||||||
| 1740 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | 300145826 | 501(C)(3) | $399,030 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT | |
| KIPP LA SCHOOLS | ||||||||
| 3601 E FIRST STREET | LOS ANGELES | CA | 90063 | 261607268 | 501(C)(3) | $1,838,588 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, FINANCIAL LITERACY | |
| KIPP MASSACHUSETTS | ||||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | 743153091 | 501(C)(3) | $20,000 | SCHOOL START-UP, REGIONAL GROWTH, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY | |
| KIPP MEMPHIS COLLEGIATE SCHOOLS | ||||||||
| 2670 UNION AVENUE EXTENDED 1100 | MEMPHIS | TN | 38112 | 680502820 | 501(C)(3) | $59,328 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS | |
| KIPP METRO ATLANTA | ||||||||
| 504 FAIR ST SW | ATLANTA | GA | 30313 | 113723114 | 501(C)(3) | $677,763 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, KIPP THROUGH COLLEGE, STUDENT ART GALLERY | |
| KIPP MIAMI INC - CO KIPP NEW JERSEY | ||||||||
| 60 PARK PLACE STE 802 | NEWARK | NJ | 07102 | 814473475 | 501(C)(3) | $600,921 | SCHOOL START-UP | |
| KIPP MINNESOTA | ||||||||
| 5034 N OLIVER AVENUE | MINNEAPOLIS | MN | 55430 | 208877750 | 501(C)(3) | $366,837 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT | |
| KIPP NASHVILLE | ||||||||
| 123 DOUGLAS AVENUE | NASHVILLE | TN | 37207 | 202799123 | 501(C)(3) | $908,931 | SCHOOL START-UP, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY, LOCAL ADVOCACY | |
| KIPP NEW JERSEY | ||||||||
| 60 PARK PLACE STE 802 | NEWARK | NJ | 07102 | 010660264 | 501(C)(3) | $1,416,131 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY, KIPP THROUGH COLLEGE, LOCAL ADVOCACY | |
| KIPP NEW ORLEANS | ||||||||
| 1307 ORETHA CASTLE HALEY BLVD STE | NEW ORLEANS | LA | 70113 | 202277213 | 501(C)(3) | $265,000 | SCHOOL START-UP, SCHOOL MUSIC PROGRAMS, KIPP THROUGH COLLEGE, LOCAL ADVOCACY | 302 |
| KIPP NYC | ||||||||
| 470 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10018 | 203971209 | 501(C)(3) | $1,455,673 | SCHOOL START-UP, PRINCIPAL & DEVELOPMENT, SCHOOL MUSIC PROGRAMS | |
| ONE WORLD NETWORK | ||||||||
| 620 FLORIDA ST STE 110 | BATON ROUGE | LA | 70801 | 463104577 | 501(C)(3) | $280,000 | MSDF GRANT FOR THEIR WORK IN SOUTH AFRICA | |
| KIPP PHILADELPHIA SCHOOLS | ||||||||
| 5070 PARKSIDE AVE STE 3500D MAILBOX | PHILADELPHIA | PA | 19131 | 050546103 | 501(C)(3) | $599,344 | SCHOOL START-UP, ,PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, CAREER READINESS, RECRUITING SUPPORT | 41 |
| KIPP REACH COLLEGE PREPARATORY | ||||||||
| 1901 NE 13TH STREET | OKLAHOMA CITY | OK | 73117 | 300005794 | 501(C)(3) | $219,369 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, REGIONAL GROWTH | |
| KIPP SAN ANTONIO | ||||||||
| 731 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78201 | 412090713 | 501(C)(3) | $242,476 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS | |
| KIPP SAN DIEGO | ||||||||
| 1475 SIXTH AVENUE 2ND FL | SAN DIEGO | CA | 92101 | 481291867 | 501(C)(3) | $8,256 | PRINCIPAL PIPELINE & DEVELOPMENT | |
| KIPP ST LOUIS | ||||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | 010916759 | 501(C)(3) | $466,936 | SCHOOL START-UP | |
| KIPP TECH VALLEY | ||||||||
| 321 NORTHERN BLVD | ALBANY | NY | 12210 | 201347748 | 501(C)(3) | $68,271 | SCHOOL START-UP | |
| KIPP TEXAS PUBLIC SCHOOLS | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | 133875888 | 501(C)(3) | $256,729 | SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL MUSIC PROGRAMS, FINANCIAL LITERACY | |
| KIPP TULSA COLLEGE PREPARATORY | ||||||||
| 1661 EAST VIRGIN STREET | TULSA | OK | 74106 | 113740269 | 501(C)(3) | $333,359 | PRINCIPAL PIPELINE & DEVELOPMENT, REGIONAL GROWTH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HARRIET BALL EXCELLENCE IN TEACHING AWARD | 11 | $110,000 |
| DORIS FISHER KIPPSTER OF THE YEAR AWARD | 11 | $30,196 |
| THE KIPP THROUGH COLLEGE EXCELLENCE IN LEADERSHIP AWARD | 1 | $10,000 |
| THE FOUNDERS KIPP SIX AWARDS | 11 | $110,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FOUNDATION GIVES GRANTS TO KIPP REGIONS BASED ON NEED OR SPECIFICATION FROM THE GRANTOR. EACH GRANT HAS A SEPARATE SET OF CRITERIA AND IS REVIEWED BY FOUNDATION STAFF FOR COMPLIANCE AND MERIT. |
| SCHEDULE I, PART I, LINE 2 | U.S. DEPARTMENT OF EDUCATION (US ED) SCHOOL GRANTS ARE APPLIED FOR BY THE INDIVIDUAL SCHOOLS THROUGH SUBMISSION OF DETAILED BUDGET REQUESTS, WHICH ARE ULTIMATELY APPROVED FOR FUNDING BY THE U.S. DEPARTMENT OF EDUCATION. UPON AWARD, GRANT LETTERS ARE PROVIDED TO EACH OF THE SCHOOLS STATING SPECIFIC TERMS FOR COSTS ACCEPTED FOR FUNDING AND BUDGET COMPLIANCE. IN ADDITION, A CONFERENCE CALL IS HELD DIRECTLY WITH THE KIPP FEDERAL GRANTS MANAGEMENT TEAM AND A REPRESENTATIVE FROM EACH OF THE KIPP SCHOOLS AWARDED FUNDING TO REVIEW THE AWARD GUIDELINES. COMPLIANCE THROUGHOUT THE YEAR IS MONITORED BY THE KIPP FOUNDATION FINANCE TEAM THROUGH THE REVIEW OF THE QUARTERLY DRAWDOWN REQUESTS AND SITE VISITS AS APPLICABLE. EACH RECIPIENT SCHOOL IS REQUIRED TO SUBMIT APPROPRIATE DOCUMENTATION FOR ALL EXPENSES FOR WHICH THEY ARE REQUESTING TO DRAWDOWN FUNDS. KIPP FOUNDATION REVIEWS EACH REQUEST FOR ACCURACY AND ALLOWABILITY, IN ACCORDANCE WITH THE ORIGINAL BUDGET REQUEST. RECIPIENT SCHOOLS ARE SUBJECT TO AN ANNUAL SINGLE AUDIT AS APPLICABLE AND REVIEW OF SCHOOL FINANCIAL STATEMENTS TO ENSURE THAT EACH SCHOOL RECEIVED AN UNQUALIFIED OPINION. FINALLY, KIPP FOUNDATION PROVIDES AN ANNUAL REPORT TO THE U.S. DEPARTMENT OF EDUCATION REGARDING FUNDS RECEIVED DURING THE PREVIOUS FISCAL YEAR TO ENSURE COMPLIANCE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD BARTH | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $491,727 | $0 | $0 | $0 | $2,520 | $0 | $10,800 | $0 | $2,013 | $0 | $507,060 | $0 | $0 | $0 |
| DAVID LEVIN | ||||||||||||||
| CO-FOUNDER, DIRECTOR | $494,209 | $0 | $0 | $0 | $2,184 | $0 | $10,800 | $0 | $32,518 | $0 | $539,711 | $0 | $0 | $0 |
| GARFIELD BYRD | ||||||||||||||
| CFO, BOARD OFFICER | $250,789 | $0 | $0 | $0 | $3,360 | $0 | $10,386 | $0 | $27,191 | $0 | $291,726 | $0 | $0 | $0 |
| WILLIAM HIGHBAUGH | ||||||||||||||
| GENERAL COUNSEL & BOARD SECRETARY | $221,381 | $0 | $0 | $0 | $2,520 | $0 | $8,014 | $0 | $10,916 | $0 | $242,831 | $0 | $0 | $0 |
| JACK CHOROWSKY | ||||||||||||||
| PRESIDENT | $381,460 | $0 | $0 | $0 | $2,520 | $0 | $10,800 | $0 | $27,191 | $0 | $421,971 | $0 | $0 | $0 |
| LISA DAGGS | ||||||||||||||
| CHIEF NETWK GROWTH OFF(THRU 8/31/18) | $181,327 | $0 | $0 | $0 | $122,146 | $0 | $6,340 | $0 | $7,218 | $0 | $317,031 | $0 | $0 | $0 |
| RICHARD BUERY | ||||||||||||||
| CHIEF OF POLICY AND PUBLIC AFFAIRS | $291,146 | $0 | $0 | $0 | $1,652 | $0 | $10,790 | $0 | $22,659 | $0 | $326,247 | $0 | $0 | $0 |
| ERIN MCMAHON | ||||||||||||||
| CHIEF PROGRAMS AND IMPACT | $248,978 | $0 | $16,500 | $0 | $2,264 | $0 | $9,322 | $0 | $10,827 | $0 | $287,891 | $0 | $0 | $0 |
| JONATHAN COWAN | ||||||||||||||
| CHIEF RSRCH,DESIGN & INNOVATION OFF | $251,504 | $0 | $0 | $0 | $2,184 | $0 | $10,506 | $0 | $27,191 | $0 | $291,385 | $0 | $0 | $0 |
| SHERRY PREISS | ||||||||||||||
| CHIEF TEACH &LEARN OFF(THRU 6/29/18) | $141,161 | $0 | $0 | $0 | $118,236 | $0 | $5,340 | $0 | $9,326 | $0 | $274,063 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PROVIDES A $200 ANNUAL HEALTH AND WELLNESS INCENTIVE TO ALL ACTIVE/REGULAR STATUS EMPLOYEES WORKING 20 OR MORE HOURS PER WEEK AS OF SEPTEMBER, 2018. |
| PART I, LINE 4A | LISA DAGGS, CHIEF NETWORK GROWTH OFFICER, RECEIVED $120,670 SEVERANCE PAYMENT IN 2018. SHERRY PREISS, CHIEF TEACHING AND LEARN OFFICER RECEIVED $114,819 SEVERANCE PAYMENT IN 2018. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS & DONALD FISHER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | JOHN FISHER - ADVISOR OF THE FUND. | RelationshipDescriptionTxt |
| Transaction | $249,000 | TransactionAmt |
| Transaction | JOHN FISHER IS AN ADVISOR OF THE FUND AND THE SON OF DORIS FISHER. JOHN IS ON THE BOARD OF DIRECTORS OF THE KIPP FOUNDATION. AN EMPLOYEE OF THE DORIS & DONALD FISHER FUND SERVED AS AN INDEPENDENT CONTRACTOR TO THE KIPP FOUNDATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $225,419 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JACK CHOROWSKY IS THE BROTHER-IN-LAW OF DAVE LEVIN. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE AUDIT COMMITTEE AND FINANCE COMMITTEE DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | MEMBERS OF THE FINANCE TEAM PREPARED THE 2018 990 ORGANIZER TABS, WHICH WERE EITHER REVIEWED BY THE CONTROLLER OR SENIOR DIRECTOR OF GRANTS MANAGEMENT. THE ORGANIZER WAS FORWARDED TO HOOD AND STRONG, LLP FOR PREPARATION OF THE FORM 990. UPON PREPARATION OF THE 990 DRAFT, THE ACCOUNTING MANAGER, THE CONTROLLER, THE SENIOR DIRECTOR OF GRANTS MANAGEMENT, DIRECTOR OF FINANCIAL PLANNING & ANALYSIS, THE CHIEF FINANCIAL OFFICER, AND GENERAL COUNSEL REVIEWED THE FIRST DRAFT. THE DRAFT WAS SUBMITTED TO THE AUDIT COMMITTEE MEMBERS. THE AUDIT COMMITTEE MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND DIRECT THEIR QUESTIONS TO THE CFO AND/OR GENERAL COUNSEL. UPON SATISFACTION OF ANY QUESTIONS, THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, AS DEFINED IN THE CONFLICT OF INTEREST POLICY. KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST ON AN ONGOING BASIS IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY AND KIPP FOUNDATION CODE OF ETHICS, WHICH REQUIRE DISCLOSURE WHEREVER A POTENTIAL CONFLICT ARISES. IF THE BOARD DETERMINES THERE IS A CONFLICT OF INTEREST, THE CHAIRMAN OF THE BOARD SHALL, IF APPROPRIATE, REQUEST AN INVESTIGATION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN VOTE ON WHETHER OR NOT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MAY NOT VOTE ON WHETHER THE TRANSACTION OR ARRANGEMENT IS A CONFLICT OF INTEREST NOR WHETHER IT SHOULD BE APPROVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR APPROVAL INVOLVES AN INDEPENDENT THIRD PARTY ORGANIZATION PROVIDING INFORMATION WHICH: * PROVIDES MARKET COMPARABILITY DATA TO ASSIST THE BOARD IN MAKING DECISIONS REGARDING ANY POTENTIAL CHANGES TO THE CURRENT COMPENSATION PROGRAM, * EVALUATES THE COMPETITIVENESS OF THE CURRENT COMPENSATION ARRANGEMENTS AND ADVISE THE BOARD ON THE RANGE OF COMPETITIVE PRACTICES FOR FUNCTIONALLY COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS PROVIDING SIMILAR SERVICES, * PROVIDES OPINION ON THE REASONABLENESS OF THE PROPOSED COMPENSATION ARRANGEMENTS, TAKING ALL RELEVANT FACTORS INTO CONSIDERATION, TO ASSIST THE BOARD WITH ITS GOVERNANCE RESPONSIBILITIES UNDER INTERNAL REVENUE CODE SECTION 4958 AND APPLICABLE REGULATIONS, COMMONLY REFERRED TO AS THE "INTERMEDIATE SANCTIONS" LEGISLATION, AND * FINALLY, SAID COMPENSATION IS APPROVED BY THE KIPP FOUNDATION'S BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN IRC 6104(D). DOCUMENTS MAY BE VIEWED AT WWW.KIPP.ORG AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | COMPUTER/SOFTWARE CONSULTING: PROGRAM SERVICE EXPENSES 45,116. MANAGEMENT AND GENERAL EXPENSES 66,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,936. OPERATIONS CONSULTING: PROGRAM SERVICE EXPENSES 3,001,569. MANAGEMENT AND GENERAL EXPENSES 390,360. FUNDRAISING EXPENSES 107,997. TOTAL EXPENSES 3,499,926. TEMPORARY ASSISTANCE: PROGRAM SERVICE EXPENSES 89,785. MANAGEMENT AND GENERAL EXPENSES 75,085. FUNDRAISING EXPENSES 35,479. TOTAL EXPENSES 200,349. INSTRUCTIONAL CONSULTING: PROGRAM SERVICE EXPENSES 2,683,904. MANAGEMENT AND GENERAL EXPENSES 143,831. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,827,735. |