2020-05-15T08:13:28-05:00 2019-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2019-01-01 351978359 EdChoice Inc % CAREY E FOLCO EDCH 3176810745 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 ROBERT C ENLOW PRESIDENT AND CEO 3176810745 2020-07-15 true NICOLE B FISHBACK P01279475 3173834000 2020-05-15 167.68.126.162 43033020201365000000 2020-05-15 P 76DD2D6F81655E34DBF6BA73170673781420C7C0 E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 2019 2020-09-23 17:36:50Z ROBERT C ENLOW 111 MONUMENT CIRCLE STE 2650 INDIANAPOLIS IN 46204 31786999 false X WWW.EDCHOICE.ORG X 1996 IN ADVANCING EDUCATIONAL FREEDOM AND CHOICE FOR ALL AS A PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. 10 9 26 9 0 0 7502421 8652620 0 49327 481776 445458 70869 9708 8055066 9157113 1098000 1087500 0 0 2764121 2805194 29000 44500 746442 4161564 4630461 8052685 8567655 2381 589458 14537513 16365500 853611 853941 13683902 15511559 X EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. SEE SCHEDULE O. false false 1908807 RESEARCH AND THOUGHT LEADERSHIP: EDCHOICE, INC, PRODUCES NON-PARTISAN RESEARCH AND PUBLICATIONS INTENDED TO INFORM THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE. TYPES OF RESEARCH INCLUDE: REVIEWING AND SYNTHESIZING EXISTING RESEARCH ON EDUCATIONAL CHOICE, SUCH AS THE ABC'S OF SCHOOL CHOICE AND INFORMATIONAL BROCHURES; CONDUCTING ORIGINAL STATE AND NATIONAL RESEARCH ON EDUCATIONAL CHOICE, SUCH AS STATE POLLING AND FISCAL AND ACADEMIC IMPACT STUDIES; AND PUBLISHING COMMENTARY PAPERS, WEBINARS AND BLOGS. 2730558 115000 49327 TRAINING AND OUTREACH: EDCHOICE, INC, UNDERTAKES NON-PARTISAN EDUCATIONAL TRAINING AND OUTREACH ACTIVITIES THAT INFORM THE PUBLIC, MEDIA AND POLICY MAKERS ON THE ISSUE OF EDUCATIONAL CHOICE AND ON EXISTING SCHOOL CHOICE PROGRAMS. THIS INCLUDES FORMAL TRAININGS, CONFERENCES, FACT-FINDING TRIPS, AND EDUCATIONAL BRIEFINGS. 2854223 972500 STATE PROGRAMS: EDCHOICE, INC, WORKS IN STATES AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE, PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS AND INDIVIDUALS. SERVICES INCLUDE: SPONSORING AND HOSTING INFORMATIONAL SYMPOSIUMS, TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES, EDUCATING LOCAL AND STATE ORGANIZATIONS ON SCHOOL CHOICE PROGRAMS, PARENT EDUCATIONAL EFFORTS AND TRAINING, INFORMING MEDIA, PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION, AND SPONSORING VISITS BY EXPERT SPEAKERS. 7493588 true true false true false false false false false false true false false false false false true false false false true false false true false false false true false true false false false false false false false false false false false false false false false false false true X 81 0 26 true false false false false false true true false false false false false false X 10 9 false false false false false false false true true false false true true true true true true true false false AL AR CA FL GA IL KS KY MD MA MI MN MS MO NH NJ NY NC OR PA RI SC TN UT VA WV WI X CAREY E FOLCO 3176810745 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 X ROBERT C ENLOW PRESIDENT & CEO 45.0 0.0 X X 313629 0 28719 LESLIE HINER V.P. OF LEGAL AFFAIRS 45.0 0.0 X 167742 0 8732 PAUL DIPERNA V.P. OF RESEARCH & INNOVATION 40.0 0.0 X 125018 0 27901 MICHAEL MCSHANE DIRECTOR OF NATIONAL RESEARCH 40.0 0.0 X 126443 0 23434 JENNIFER WAGNER V.P. OF COMMUNICATIONS 40.0 0.0 X 116625 0 22419 BRIAN MCGRATH V.P. OF EXTERNAL RELATIONS 40.0 0.0 X 108513 0 22664 MARTIN LUEKEN DIR.-FISCAL POLICY & ANALYTICS 40.0 0.0 X 107320 0 23284 CAREY E FOLCO V.P. OF OPERATIONS 40.0 0.0 X 99168 0 17641 VIRGINIA WALDEN-FORD DIRECTOR 1.0 0.0 X 4000 0 0 PATRICK M BYRNE CHAIRMAN (END 12/10/19) 2.0 0.0 X X 0 0 0 LAWRENCE A O'CONNOR TREASURER 1.0 0.0 X X 0 0 0 J SCOTT ENRIGHT SECRETARY 5.0 0.0 X X 0 0 0 FRED S KLIPSCH VICE CHAIRMAN 1.0 0.0 X X 0 0 0 FRED REAMS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL WALKER DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM J HUME DIRECTOR 1.0 0.0 X 0 0 0 DEVIN ANDERSON DIRECTOR 1.0 0.0 X 0 0 0 DAVID D FRIEDMAN DIRECTOR 1.0 0.0 X 0 0 0 1168458 0 174794 8 false true false AMERICAN PHILANTHROPICLLC 119 N HIGH STREET WEST CHESTER PA 19380 CONSULTING SERVICES 144500 1 8652620 20179 8652620 CONFERENCE/EVENT REGISTRATION REVENUE 611710 49327 49327 49327 481361 481361 0 0 0 0 0 22593983 22629886 -35903 -35903 -35903 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 999999 9708 9708 9708 9157113 49327 455166 1087500 1087500 0 0 0 635213 452969 91296 90948 0 1615150 1387253 65828 162069 42736 36704 1877 4155 358568 280222 21440 56906 153527 127695 10100 15732 0 49170 1441 47729 32512 32512 173663 173663 44500 44500 0 1145142 985115 21729 138298 147694 147689 5 129646 112288 9893 7465 0 0 137566 115560 8249 13757 411597 383947 7458 20192 84100 84100 1085431 1078056 3148 4227 0 0 50557 42468 3033 5056 22841 19106 1460 2275 MAILING AND PRINTING FEES 440167 287437 1873 150857 STATE POLLING 65344 65344 SPEAKER/MODERATOR FEES 156365 156365 SPONSORED EVENTS 498666 468666 30000 8567655 7493588 327625 746442 649014 916458 1155981 5815015 656000 905000 0 0 0 0 0 0 0 0 0 0 128321 198958 491171 204910 331988 286261 11616209 8243808 0 0 0 0 0 0 0 0 14537513 16365500 808534 755944 0 0 45077 97997 0 0 0 0 0 0 0 0 0 0 0 0 853611 853941 X 12712902 14454059 971000 1057500 13683902 15511559 14537513 16365500 589458 1238199 X false true X true false X 6727472 6372528 7500897 7502421 8652620 36755938 0 0 6727472 6372528 7500897 7502421 8652620 36755938 4116062 32639876 300697 424369 599800 613819 481361 2420046 0 26931 70869 59035 156835 39332819 0.82984 0.84719 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6665 176909 183574 8384081 8567655 578383 144596 false 447550 501163 524500 578383 2051596 3077394 5504 148174 114807 183574 452059 111888 125291 131125 144596 512900 769350 3293 11685 748 6665 22391 SCHEDULE C, PART II-A LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION: EDCHOICE, INC. IS NEVER INVOLVED IN POLITICAL CAMPAIGNS. THE SUBSTANTIAL ACTIVITY UNDERTAKEN BY EDCHOICE, INC. IS EDUCATIONAL IN NATURE. THE ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H) OF THE INTERNAL REVENUE CODE. CONSISTENT WITH AN ORGANIZATION EXEMPT UNDER CODE SECTION 501(C)(3) WITH "H ELECTION", THE ORGANIZATION ALSO UNDERTAKES LIMITED LOBBYING ACTIVITIES IN CERTAIN STATES TO AID IN THE PASSAGE OF LEGISLATION THAT ENABLES PARENTS TO RECEIVE A PUBLICLY FUNDED VOUCHER OR A TAX CREDIT FUNDED SCHOLARSHIP TO SEND THEIR CHILDREN TO APPROVED PRIVATE SCHOOLS. IN 2019, THESE ACTIVITIES INCLUDED ALLOCATING STAFF TIME FOR DIRECT LOBBYING TO STATE LEGISLATORS AND ENCOURAGING THE GENERAL PUBLIC TO SUPPORT SPECIFIC LEGISLATION. 304464 126246 178218 186707 78664 108043 286261 10395312 1238199 1238199 9157113 9157113 8567655 8567655 8567655 SCHEDULE D, PART X, LINE 2 FIN 48 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Europe (Including Iceland and Greenland) Program Services INT'L CONFERENCE 86117 86117 86117 false false false false false false SCHEDULE F, PART I, LINE 1(D) ACTIVITIES CONDUCTED IN EUROPE: EdChoice Inc., is the logistical partner for the International School Choice and Reform Conference. EdChoice, Inc., supports all event planning and conference execution. Sponsorship and registration fees for the conference are collected by EdChoice. EdChoice then pays for all expenses including hotel, meals, and travel costs for the conference and its attendees. X X X X true AMERICAN PHILANTHROPIC LLC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING CONSULTING false 44500 44500 AL AK AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI SCHEDULE G, PART I, LINE 2B HIGHEST PAID FUNDRAISER: The organization engaged American Philanthropic, LLC, to provide fundraising consulting services including advice on strategy, research and direct mail. true THE IN NON-PUBLIC EDUCATION ASSOC INC 1400 N MERIDIAN ST INDIANAPOLIS IN 46202 351474166 501(C)(3) 25000 SEE PART IV CHALKBEAT INC 1239 BROADWAY 703B NEW YORK NY 10001 900915846 501(C)(3) 25000 SEE PART IV STEP UP FOR STUDENTS INC 4655 SALISBURY RD STE 400 JACKSONVILLE FL 32256 593649371 501(C)(3) 25000 SEE PART IV THE OAKS COMMUNITY CENTER INC 3092 BROOKSIDE PKWY N DR INDIANAPOLIS IN 46218 261529969 501(C)(3) 50000 SEE PART IV BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY 500 EAST CORONADO ROAD PHOENIX AZ 85004 860597661 501(C)(3) 55000 SEE PART IV PALMETTO PROMISE INSTITUTE PO BOX 12676 COLUMBIA SC 29211 263077338 501(C)(3) 40000 SEE PART IV MY SC EDUCATION PO BOX 2551 AIKEN SC 29802 815243490 501(C)(3) 62500 SEE PART IV EMPOWER MISSISSIPPI FDN 741 AVIGNON DR STE C RIDGELAND MS 39157 464565274 501(C)(3) 75000 SEE PART IV PARENTS FOR EDUCATIONAL FREEDOM IN NC 3100 SMOKETREE CT STE 501 RALEIGH NC 27604 202754466 501(C)(3) 25000 SEE PART IV INDIANAPOLIS URBAN LEAGUE INC 777 INDIANA AVENUE INDIANAPOLIS IN 46202 356060655 501(C)(3) 35000 SEE PART IV EDFIT INDIANA INC 7007 ROYAL OAKLAND DR INDIANAPOLIS IN 46236 815338341 501(C)(3) 65000 SEE PART IV LIBERTAS INSTITUTE 785 E 200 S SUITE 2 LEHI UT 84043 455254794 501(C)(3) 30000 SEE PART IV NATIONAL BLACK CAUCUS OF STATE LEGISLATORS 444 N CAP ST NW STE 622 WASHINGTON DC 20001 521218832 501(C)(3) 100000 SEE PART IV BETTER OUTCOMES FOR OUR KIDS INC (BOOK) 83 GLENN STREET SE ATALANTA GA 30312 471653650 501(C)(3) 25000 SEE PART IV ASSOC OF CHRISTIAN SCHOOLS (IOWA-IACS) PO BOX 12028 DES MOINES IA 50312 824037269 501(C)(3) 25000 SEE PART IV NEVADA ACTION FOR CHOICE ACCESS 6625 S VALLEY VIEW BLVD STE 422 LAS VEGAS NV 89118 820930795 501(C)(3) 150000 SEE PART IV IOWA ALLIANCE FOR CHOICE IN EDUCATION PO BOX 12219 DES MOINES IA 50312 204240578 501(C)(3) 50000 SEE PART IV INSTITUTE FOR QUALITY EDUCATION 101 W OH ST SUITE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 150000 SEE PART IV CARDINAL INSTITUTE FOR WEST VIRGINIA POLICY PO BOX 11495 CHARLESTON WV 25339 471932521 501(C)(3) 75000 SEE PART IV 19 SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANT FUNDS: EDCHOICE, INC. ACCEPTS APPLICATIONS FOR GRANTS THAT CONFORM TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE AND EDUCATIONAL MISSION. APPLICATIONS MUST INCLUDE A DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, PROJECT BUDGET, METHOD TO EVALUATE SUCCESS, BOARD OF DIRECTORS LIST, AND FINANCIAL STATEMENTS. THE EDCHOICE PROGRAM STAFF REVIEW THE REQUEST AND SUBMIT SUGGESTED GRANTS TO THE EXECUTIVE MANAGEMENT. AFTER APPROVAL, THE VICE PRESIDENT OF OPERATIONS REVIEWS THE REQUEST FOR PROPER DOCUMENTATION AND DRAFTS A GRANT AGREEMENT THAT REQUIRES ALL FUNDS BE USED IN FURTHERANCE OF A PERMISSIBLE ACTIVITY UNDER CODE SECTION 501(C)(3), WHICH IS THEN SIGNED BY THE GRANTEE, AND THE PAYMENT IS MADE. PROGRAM STAFF WORK CLOSELY WITH THE GRANTEE TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT AND ENSURE PROPER USE OF GRANT FUNDS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE PROJECT, INCLUDING HOW FUNDS WERE USED, IN A TIMELY MANNER AS REQUIRED BY THE GRANT AGREEMENT. SCHEDULE I, PART II, LINE 1, COLUMN H PURPOSE OF GRANT OR ASSISTANCE: *The Indiana Non-Public Education Association Inc - Funding to support improvement in poorly performing voucher receiving schools in Indiana through workshops, coaching, and professional development for school leaders. *Chalkbeat Inc - General support for continued efforts to elevate unseen issues into the education debate in Indiana, and transform the lives of children. *Step Up For Students Inc - Support to help effectively implement Florida's newest school choice program, Reading Savings Accounts, an ESA for third through fifth grade public school students. *The Oaks Community Center, Inc. - Support for programs to increase school leader effectiveness and impact the quality of the educational programs at their voucher-funded schools. *Barry Goldwater Institute for Public Policy Research - Support for the "Yes for Ed" project to educate the Arizona public about educational choice options, particularly Education Savings Accounts. *Palmetto Promise Institute - General support for educational activities promoting choice in education. *My SC Education - Support for partnership building and the development of diverse stakeholders, especially parents and pastors, in the education choice movement in South Carolina. *Empower Mississippi Foundation - Support for the development of diverse stakeholders in the education choice movement in Mississippi. *Parents for Educational Freedom in North Carolina - General operating support *Indianapolis Urban League Inc - Support to advance educational choice through outreach and education on educational options in Indiana to young professionals and Millennials, as well as providing general support and support for the kick-off event for the 2019 National Urban League annual conference. *EdFit Indiana Inc - Support for parent and community engagement; including efforts to increase awareness, knowledge, and access to school options and educational leadership opportunities. *Libertas Institute - Support to produce a series of videos highlighting the school choice story of special needs families in Utah to help increase awareness. *National Black Caucus of State Legislators - Support to host an EdChoice Educational Opportunity Symposium to educate NBCSL membership on the issue of school choice. *Better Outcomes for Our Kids Inc (BOOK) - Support for general operations and educational outreach through Community Talks and School Tour programs. *Association of Christian Schools (Iowa - IACS) - Support to manage the administrative duties of the association, develop relationships with member schools, increase communication with the public, reach out to potential members, grow the IACS network, and oversee the expansion of IACS membership to stand-alone preschools. *Nevada Action for Choice Access - General support for continued civic education in the state of Nevada about educational choice and its benefits. *Iowa Alliance for Choice in Education - Support to fund the Hispanics Aligned for Choice in Education Reform project for educational outreach about education choice to the Latino population of Iowa. *Institute for Quality Education - General operating support for continuing to improve the quality of education for all Indiana students by: engaging and informing parents about the educational options, empowering educators and policy makers to understand and support options, and analyzing data and promoting and implementing policies that work. *Cardinal Institute for West Virginia Policy - Support for educational efforts that will help facilitate education reform in West Virginia. X X X X false false false false false false false true false ROBERT C ENLOW PRESIDENT & CEO 248629 0 65000 0 0 0 7500 0 21219 0 342348 0 0 0 LESLIE HINER V.P. OF LEGAL AFFAIRS 167142 0 600 0 0 0 4950 0 3782 0 176474 0 0 0 PAUL DIPERNA V.P. OF RESEARCH & INNOVATION 120418 0 4600 0 0 0 3682 0 24219 0 152919 0 0 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: ROBERT C. ENLOW RECEIVED A PERFORMANCE PAYMENT WHICH WAS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS WAS A DISCRETIONARY BONUS BASED UPON FULFILLING THE MISSION OF THE ORGANIZATION, FOCUSING SPECIFICALLY ON PROGRAMMING, OPERATIONS AND FINANCIAL HEALTH OF THE ORGANIZATION. CAREY FOLCO, LESLIE HINER, MICHAEL MCSHANE, PAUL DIPERNA, JENNIFER WAGNER, BRIAN MCGRATH, AND MARTIN LUEKEN RECEIVED A MERIT BONUS DETERMINED BY THE PRESIDENT AND CEO FOR EXCEPTIONAL WORK IN THEIR ROLES. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION: EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY. EDCHOICE BELIEVES THAT FAMILIES ARE BEST EQUIPPED TO MAKE K-12 SCHOOLING DECISIONS FOR THEIR CHILDREN. EDCHOICE, INC WORKS AT THE STATE LEVEL TO EDUCATE DIVERSE AUDIENCES ON THE BENEFITS OF HIGH-QUALITY SCHOOL CHOICE PROGRAMS. EDCHOICE, INC. IS THE INTELLECTUAL LEGACY OF MILTON AND ROSE D. FRIEDMAN, WHO FOUNDED THE ORGANIZATION IN 1996. FORM 990, PART V, LINE 1C COMPLIANCE WITH BACKUP WITHHOLDING RULES: EDCHOICE, INC. WAS NOT REQUIRED TO COMPLY WITH THE BACKUP WITHHOLDING RULES BECAUSE IT DID NOT MAKE REPORTABLE PAYMENTS TO VENDORS OR PAY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE VICE PRESIDENT OF OPERATIONS AND CONTROLLER. THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH EDCHOICE, INC. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE VICE PRESIDENT OF OPERATIONS. IN ADDITION, THE EXECUTIVE STAFF OF EDCHOICE, INC. ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. THE PURPOSE OF THE POLICY IS TO ENSURE THAT THE ORGANIZATION'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. ON JANUARY 3, 2019, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, MEETING AS A SEPARATE COMMITTEE EVALUATED THE COMPENSATION OF THE PRESIDENT/CEO, EVALUATED COMPARABILITY DATA, AND USED SUCH DATA TO SET HIS COMPENSATION FOR 2019. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 9 REPORTABLE COMPENSATION: VIRGINIA WALDEN-FORD WORKS WITH THE ORGANIZATION AS PART OF THE EDCHOICE Experts SPEAKERS BUREAU. THE BOARD OF DIRECTORS HAS REVIEWED THIS WORK IN RELATION TO THE CONFLICT OF INTEREST POLICY AND DETERMINED THE PAYMENT IS AN HONORARIUM FOR SPEAKING ENGAGEMENTS, AND IS NOT RELATED TO HER DUTIES AS A DIRECTOR. FURTHERMORE, THE BOARD OF DIRECTORS APPROVED SUCH PAYMENT, WITH VIRGINIA WALDEN-FORD NOT PRESENT, IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VII, SECTION B, LINE 1 INDEPENDENT CONTRACTORS: THE AMOUNT PAID TO AMERICAN PHILANTHROPIC, LLC AS AN INDPENDENT CONTRACTOR ON ATTACHMENT 2 IS FOR FUNDRAISING AND OTHER CONSULTING SERVICES. FORM 990, PART IX, LINE 18 PAYMENTS FOR TRAVEL FOR PUBLIC OFFICIALS: PAYMENTS ARE FOR TRAVEL EXPENSES INCURRED DURING FACT-FINDING EDUCATIONAL TRIPS AND EDUCATIONAL SEMINARS HOSTED BY EDCHOICE,INC. EXPENSES COVERED INCLUDED TRANSPORTATION, HOTEL AND MEALS. FORM 990 PART IX LINE 11G DESCRIPTION:SUBSCRIPTION SERVICES TOTAL FEES:137353 FORM 990 PART IX LINE 11G DESCRIPTION:INDEPENDENT CONTRACTORS TOTAL FEES:591199 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:398741 FORM 990 PART IX LINE 11G DESCRIPTION:EDITING AND WRITING FEES TOTAL FEES:5475 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:12374