2020-02-25T10:23:35-06:00 2019-06-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1500 CHICAGO IL 60611 990 2018-07-01 522033353 MIKVA CHALLENGE GRANT FOUNDATION MIKV 3128636340 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 BRIAN BRADY NATIONAL DIRECTOR 3128636340 2020-02-20 1 JAMES G QUAID P00641738 3126707444 2020-02-20 24.55.26.181 2020-02-20 13:23:15 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 62071EF7CBA15931A8125C56E0489CC4412CFD5D 2018 2020-09-23 17:36:50Z BRIAN BRADY 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 3933565 0 X WWW.MIKVACHALLENGE.ORG X 1997 IL MIKVA CHALLENGE DEVELOPS YOUTH TO BE EMPOWERED, INFORMED, AND ACTIVE CITIZENS WHO WILL PROMOTE A JUST AND EQUITABLE SOCIETY. THROUGH ITS WORK, MIKVA CHALLENGE LOOKS TO BUILD A STRONGER, INCLUSIVE DEMOCRACY THAT VALUES YOUTH VOICE. ITS PROGRAM SERVES OVER 20,000 MIDDLE AND HIGH SCHOOL AGE STUDENTS LOCATED IN CHICAGO, WASHINGTON DC AND LOS ANGELES, AND PROVIDES TRAINING AND MATERIALS FOR EDUCATORS IN ACTION CIVICS IN STATES ACROSS THE COUNTRY. 15 15 195 190 0 0 3262103 2848184 866616 1005069 33486 37424 -77827 -131235 4084378 3759442 174458 214973 0 0 2382322 2835472 0 0 702390 1175356 1574988 3732136 4625433 352242 -865991 3911517 3057892 350537 287523 3560980 2770369 X SEE SCHEDULE O 0 0 1579608 214972 POLICYMAKING PROGRAM - MIKVA CHALLENGE WORKS WITH STUDENTS AND PUBLIC OFFICIALS TO FACILITATE YOUTH POLICY COUNCILS THAT HELP CITY LEADERS CREATE AND IMPLEMENT MORE EFFECTIVE PUBLIC POLICY IN REGARDS TO YOUTH. USING OUR "THINK TANK" SUMMER PROCESS, YOUNG PEOPLE RESEARCH INTENSIVELY A CURRENT ISSUE OR PROBLEM FACING A CITY DEPARTMENT OR LEADER (I.E. THE MAYOR, THE HEALTH COMMISSONER, THE SUPT. OF SCHOOLS) AND CREATE POLICY RECOMMENDATIONS ON THIS TOPIC. THE POLICY SOLUTIONS ARE THEN DISCUSSED WITH THE KEY DECISION MAKER AND TOGETHER THE YOUTH AND ADULT PARTNER WORK ON IMPLEMENTING SOME OF THE POLICY RECOMMENDATIONS. 912585 1005069 ACTIVISM PROGRAM - MIKVA CHALLENGE'S ISSUES TO ACTION PROGRAM PROVIDES OVER 15,000 STUDENTS A YEAR WITH HANDS-ON EXPERIENCE IN WORKING FOR COMMUNITY IMPROVEMENT ON ISSUES THE STUDENTS IDENTIFY. THE STUDENTS FOLLOW A 6 STEP PROCESS THAT LEADS FROM COMMUNITY ANALYSIS TO COMMUNITY RESEARCH AND THEN CULMINATES WITH CIVIC ACTION. EMBEDDED IN THE ISSUES TO ACTION PROCESS ARE OPPORTUNITIES FOR YOUNG PEOPLE TO SPEAK OUT ON ISSUES OF CONCERN, MEET WITH PUBLIC OFFICIALS AND ISSUE EXPERTS, AND COLLABORATE WITH CLASSMATES TO IMPROVE THEIR SCHOOLS AND COMMUNITIES. 657401 CENTER FOR ACTION CIVICS (CFAC) - THE MIKVA CENTER FOR ACTION CIVICS IS THE EXPANSION, TRAINING AND CURRICULA ANCHOR FOR THE ORGANIZATION. CFAC CREATES AND UPDATES MIKVA CURRICULA, FACILITATES CONFERENCES AND PROFESSIONAL COALITIONS, AND PROMOTES THE IMPACTS OF MIKVA ACTION CIVICS TO EDUCATORS ACROSS THE COUNTRY. 344312 ELECTIONS PROGRAM - MIKVA CHALLENGE'S ELECTORAL ENGAGEMENT PROGRAMS FOCUS STUDENTS ON CURRENT EVENTS ISSUES, STUDENTS IDENTIFYING AND ARTICULATING THEIR OWN PERSONAL POLITICAL BELIEFS, AND HANDS ON INTERACTION WITH THE ELECTORAL PROCESS THROUGH DEBATE WATCH PARTIES, POLL WORK, VOTER REGISTRATION, VOTER EDUCATION, CANDIDATE FORUMS, AND CAMPAIGN VOLUNTEERING. MIKVA'S ELECTIONS IN ACTION AND NEWS. VOICE. POWER. CURRICULA ANCHOR THIS PROGRAM AND HELP GUIDE THE TEACHERS AS THEY FACILITATE THIS PROGRAM. OVER 4,000 STUDENTS PARTICIPATE IN THIS EFFORT ANNUALLY. 344312 3493906 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 195 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X CAMILLE RAMPERSAUD 3128636340 200 S MICHIGAN AVENUE CHICAGO IL 60604 DR LAUREN JONES YOUNG BOARD CHAIR 3.00 X X 0 0 0 JACK MARCO VICE CHAIR 2.00 X X 0 0 0 MARK ROSENBERG TREASURER 2.00 X X 0 0 0 STEFANIE CRUZ BOARD MEMBER 2.00 X 0 0 0 AMY SINGH BOARD MEMBER 2.00 X 0 0 0 ROHAN BARRETT BOARD MEMBER 2.00 X 0 0 0 PETER PALANDJIAN BOARD MEMBER 2.00 X 0 0 0 CYNTHIA CINDI CANARY BOARD MEMBER 2.00 X 0 0 0 ANDREA JETT FLETCHER BOARD MEMBER 2.00 X 0 0 0 SAUL SARABIA BOARD MEMBER 2.00 X 0 0 0 ETHAN FALK BOARD MEMBER 2.00 X 0 0 0 RANDY KINDER BOARD MEMBER 2.00 X 0 0 0 PAMELA SILBERMAN BOARD MEMBER 2.00 X 0 0 0 PETER BARBER BOARD MEMBER 2.00 X 0 0 0 AMY MILLS BOARD MEMBER 2.00 X 0 0 0 BRIAN BRADY NATIONAL DIRECTOR 50.00 X 119207 0 3600 MICHELLE MORALES CEO 50.00 X 123338 0 3763 242545 0 7363 2 0 0 0 0 1068955 1779229 2848184 CONTRACT SERVICES 541610 1005069 1005069 1005069 37424 37424 31700 1068955 174123 -142423 -142423 MISCELLANEOUS REVENUE 900099 11188 11188 11188 3759442 1005069 0 -93811 76606 76606 138367 138367 259753 190174 23624 45955 2158155 1625897 180615 351643 34192 28300 1528 4364 210220 173995 9395 26830 173152 143314 7739 22099 9005 3978 5027 57831 57831 388972 276181 48272 64519 27366 6269 1037 20060 77034 43422 6654 26958 12065 9194 1636 1235 267870 232087 10018 25765 282980 251611 19256 12113 9394 7589 688 1117 29161 22707 4480 1974 2113 2113 WORKSHOP & PROG EVENTS 227748 221909 5839 SPECIAL EVENTS 76849 566 76283 PROVISION FOR UNCOLLECT 40000 40000 DUES AND SUBSCRIPTIONS 32099 8510 11337 12252 34501 31117 3384 4625433 3493906 429137 702390 1240805 529696 1106590 751152 128230 189924 124379 167219 246525 178088 71228 68437 1240285 1351464 3911517 3057892 213564 207610 82833 18429 54140 61484 350537 287523 X 2137522 1708782 1423458 1061587 3560980 2770369 3911517 3057892 -865991 75380 0 X 0 1 X 1 0 X 2458597 2919339 3736111 3262103 2848184 15224334 2458597 2919339 3736111 3262103 2848184 15224334 1527064 13697270 28495 28394 32597 33486 37424 160396 4850 8036 2697 20182 11188 46953 15431683 3092618 0.88760 0.86780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1452860 104042 1556902 1345702 121500 -14342 1452860 1238331 117287 -9916 1345702 1005979 159322 73030 1238331 925376 22003 947379 1.00000 0 0 11560 2477 9083 206235 165631 40604 28730 9980 18750 68437 DEFERRED RENT 61484 61484 X 3834822 75380 75380 3759442 0 3759442 4625433 0 4625433 0 4625433 PART V, LINE 4: THE GENERAL ENDOWMENT FUND IS DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE MISSION OF THE FOUNDATION INCLUDING PROGRAMS AT THE WASHINGTON, D.C. CHAPTER. THE AB AND ZOE LEGACY FUND IS AN ENDOWMENT FUND DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE ELECTIONS PROGRAM. SINCE THE AMOUNTS IN THE ENDOWMENT FUNDS RESULTED FROM AN INTERNAL DESIGNATION AND ARE NOT DONOR-RESTRICTED, THE BOARD-DESIGNATED ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED AS UNRESTRICTED NET ASSETS. THE FOUNDATION HAS A SPENDING POLICY THAT ALL OR A PORTION OF THE INCOME AND/OR CAPITAL APPRECIATION FROM THE ENDOWMENT FUNDS WILL BE USED TO SUPPORT THE PROGRAMS AND OPERATING EXPENSES OF THE FOUNDATION OR IN THE CASE OF THE AB AND ZOE LEGACY FUND, TO SUPPORT THE ELECTIONS PROGRAM. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN. TO ACHIEVE THAT OBJECTIVE, THE FOUNDATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. THE GENERAL ENDOWMENT FUND IS INVESTED IN THE VANGUARD INTERMEDIATE-TERM BOND INDEX FUND AND THE VANGUARD SHORT-TERM TREASURY INDEX FUND. THE AB AND ZOE LEGACY FUND IS INCLUDED IN THE VANGUARD SHORT-TERM BOND INDEX FUND AND THE REMAINING AMOUNTS ARE INCLUDED IN CASH AND WILL BE INVESTED IN THE FUTURE. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECION 509(A) OF THE CODE. THE FOUNDATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018. SPRING BENEFIT 672384 659084 13300 50992 75226 SUMMER EVENT 247891 247891 22922 2 180380 161980 18400 24983 1100655 1068955 31700 98897 75226 174123 -142423 1 GRANTS TO TEACHERS 183 71005 GRANTS TO INDIVIDUALS 236 67362 PART I, LINE 2: MINI-GRANTS ARE A PROCESS WHERE SCHOOLS SUBMIT A PROJECT AND BUDGET FOR APPROVAL BY OUR YOUTH PHILANTHROPY STUDENTS AND STAFF. EACH PROJECT IS EVALUATED BY STUDENTS AND BUDGETS ARE REVIEWED FOR EACH PROJECT. THE MINI-GRANTS ARE APPROVED BY A COMMITTEE AND AN AWARD LETTER IS SENT FOR SIGNATURE. IF THE PROJECT IS APPROVED AN AWARD LETTER IS SENT STIPULATING THE AWARD AMOUNT AND MIKVA CHALLENGE CAN VERIFY AT ANY TIME. MANY OF THE PROJECTS CULMINATE AT OUR ACTION CIVICS SHOWCASE, HOWEVER THERE ARE OTHERS THAT ARE SCHOOL-BASED AND CONTINUE INTO THE SCHOOL YEAR. FUNDS ARE DISTRIBUTED FOR THE AWARDS AND RECEIPTS MUST BE KEPT BY THE GRANTEE. PROJECTS CONTAIN A BUDGET. TEACHER GRANTS ARE GIVEN BASED ON PARTICIPATION IN OUR ELECTIONS, ACTION CIVICS SHOWCASE AND/OR OUR SOAPBOAX. AGREEMENTS ARE SIGNED BY THE TEACHER WITH DELIVERABLES AND SIGNED OFF BY PRINCIPALS. EACH TEACHER RECEIVES THEIR TEACHER GRANT AT THE END OF EACH PROGRAM CYCLE. STAFF WORK WITH INDIVIDUAL TEACHERS ON THE COMPONENTS OUTLINED IN THE AGREEMENT TO ENSURE THE DELIVERABLES ARE MET. STUDENT STIPENDS ARE PAID TO STUDENTS DURING THE SCHOOL YEAR FOR THEIR PARTICIPATION ON OUR YOUTH COUNCILS AND DECISION MAKER MEETINGS. THE STIPEND AMOUNT IS BASED ON ATTENDANCE AND PARTICIPATION. IT CAN BE PRORATED BASED ON THESE VALUES. FORM 990, PART III, LINE 1 MIKVA CHALLENGE CHICAGO - MIKVA CHALLENGE CHICAGO IS THE FOUNDING CHAPTER OF THE ORGANIZATION. AS MIKVA CHALLENGE'S FLAGSHIP OFFICE, MIKVA CHALLENGE CHICAGO PARTNERS WITH 80 HIGH SCHOOLS AND TRAINS OVER 110 TEACHERS ANNUALLY. THE "IN-CLASSROOM" PROGRAMMING IMPACTS OVER 7,000 STUDENTS ANNUALLY. THE CHICAGO CHAPTER IS ALSO HOME TO 7 YOUTH COUNCILS - 5 ARE CITYWIDE AND 2 ARE NEIGHBORHOOD-FOCUSED, EMPLOYING AND IMPACTING OVER 200 YOUTH ANNUALLY. ITS COUNCILS WORK ON ISSUES WITH KEY DECISION MAKERS IN CHICAGO SUCH AS EDUCATION, HEALTH, SAFETY, YOUTH AND COMMUNITY POLICING AND JUVENILE JUSTICE. MIKVA'S YOUNG PEOPLE ADVISE THE MAYOR OF THE CITY OF CHICAGO, COOK COUNTY BOARD PRESIDENT, COMMISSIONER OF CHICAGO DEPARTMENT OF PUBLIC HEALTH, CEO OF THE CHICAGO HOUSING AUTHORITY AND OTHER KEY STAKEHOLDERS. ITS ELECTIONS PROGRAM INTRODUCES STUDENTS TO THE ELECTION PROCESS. OVER 1,800 MIKVA-TRAINED STUDENTS ACT AS POLLING JUDGES EACH ELECTION CYCLE. ITS SUMMER FELLOWS PROGRAM PLACES OVER 60 YOUTH IN ALDERMANIC AND OTHER ELECTED OFFICIALS' OFFICES. ACTIONS CIVICS LA - MODELED AFTER PROGRAMMING IN CHICAGO, ACTION CIVICS LA WORKS WITH 25 MIDDLE AND HIGH SCHOOLS IN LOS ANGELES AND ORANGE COUNTIES IMPLEMENTING ISSUES TO ACTION, ELECTIONS IN ACTION, AND YOUTH LEADERSHIP WORKSHOPS. THE LA CHAPTER IMPACTS OVER 1,900 STUDENTS ANNUALLY. ACTION CIVICS WAS LAUNCHED IN 2014. MIKVA CHALLENGE DC - MODELED AFTER THE SUCCESSFUL CIVIC ENGAGEMENT PROGRAMMING DEVELOPED FOR YOUTH IN CHICAGO, MIKVA CHALLENGE DC PARTNERS WITH 23 LOCAL MIDDLE AND HIGH SCHOOLS TO IMPLEMENT OUR ISSUES TO ACTION, ELECTIONS IN ACTION AND SUMMER FELLOWS PROGRAMS IN WASHINGTON, DC. THE DC CHAPTER IMPACTS ALMOST 1,200 STUDENTS ANNUALLY. MIKVA CHALLENGE DC WAS LAUNCHED IN 2015. FORM 990, PART VI, SECTION A, LINE 4 THE CHANGES MADE TO THE BYLAWS WERE TO CREATE A NATIONAL BOARD FOR MIKVA CHALLENGE GRANT FOUNDATION, INC AND TO CHANGE THE NUMBER AND ELECTION OF BOARD MEMBERS. THE AMENDMENT ALSO ADDRESSED THE BOARD'S POWER TO CREATE ADVISORY BOARDS AND ACKNOWLEDGED THE FOUNDING "CHAPTERS" (REGIONS). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE NATIONAL DIRECTOR, CEO, AND THE OPERATIONS DIRECTOR. THEN COPIES OF THE FORM 990 ARE SENT OUT TO THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE CHAIR, AND THEN TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM WHEN THEY JOIN THE BOARD. ANNUALLY, MIKVA CHALLENGE REVIEWS INFORMATION TO DETERMINE IF ANY CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD MEETS TO DISCUSS AND DELIBERATE THE PERFORMANCE REVIEWS FOR THE NATIONAL DIRECTOR AND THE CEO. THE EXECUTIVE COMMITTEE EVALUATES FISCAL PERFORMANCE AS WELL AS OTHER FACTORS. THE EXECUTIVE COMMITTEE MAKES A SALARY RECOMMENDATION BASED ON PERFORMANCE AND IN LINE WITH THE MARKET FOR AN ORGANIZATION OF SIMILAR SIZE. THE BOARD OF DIRECTORS APPROVE ANY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.