2019-11-15T12:22:47-06:00 2018-12-31 911194016 Clark Nuber PS 10900 NE 4th Street Suite 1400 Bellevue WA 98004 990 2018-01-01 911508191 Alliance for Education ALLI 2063430449 509 Olive Way No 500 Seattle WA 981011726 Lisa Chick CEO & President 2063430449 2019-11-07 1 Kathryn J Okimoto P00746598 4254544919 2019-11-07 65.158.230.194 2019-11-07 18:00:25 PS P DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 2DE068ACBFA10A31F139242116409E8904B6E6F4 2018 2020-04-17 16:48:07Z Lisa Chick 509 Olive Way No 500 Seattle WA 981011726 7830717 0 X www.AllianceforEd.org X 1996 WA Our mission is to support excellence in education by advancing educational justice and racial equity for students in Seattle Public Schools. 22 22 12 139 0 0 2578873 5737510 93356 218522 624978 595619 -194623 -231023 3102584 6320628 2188592 1527974 0 0 1127032 1122399 0 0 216421 1114352 980202 4429976 3630575 -1327392 2690053 10101225 12272593 487785 925067 9613440 11347526 X Our mission is to support excellence in education by advancing educational justice and racial equity for students in Seattle Public Schools. 0 0 614637 212510 36814 Affiliated school activities:In 2018, the Alliance provided fiscal support services for over 140 school-support groups raising funds to benefit schools, and engaged those groups in supporting schools with more limited access to resources. During the year, the Alliance disbursed over $614,000 for instructional support, scholarships, awards, materials, trainings, extracurricular programs and other school-related activities through our fiscal sponsorship programs. 2190149 1315464 181708 Educational Investments: The Alliance brings together the philanthropic community and Seattle Public School (SPS) leadership to define and support strategic investments in SPS with a focus on increasing equity.In 2018, the Alliance's strategic work included:The Seattle Teacher Residency (STR): We continue to successfully recruit, train and support a diverse pipeline of high quality teachers trained specifically to teach in Seattle's highest need schools. STR's mission is to accelerate student achievement through the preparation, support, and retention of exceptional teachers who reflect the rich diversity in Seattle Public Schools. We seek to reduce the achievement gap for students from historically underperforming schools and increase opportunities for them to succeed in school, career and life. Some highlights of our successes in 2018 include:- Teachers Trained: In 2018, there were 101 STR-trained teachers in more than 25 high-need public schools in Seattle. An additional 23 Cohort 6 residents started the program in 2018 which will include 14-months of graduate-level coursework and in-classroom apprenticeships. - Students Served: More than 2000 students in over 25 Title I schools benefitted from teachers trained with critical social-emotional and cultural competencies through the STR program in 2018. In schools where three or more STR graduates have been teaching for at least a year, students' passing rates increased 8.8% in science and 12.5% in math from 2015 to 2016.- Diversity: 40% of current STR residents are teachers of color compared to 20% of other Seattle Public School teachers in a district where 54% of students are students of color. 2804786 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Amy Ward CFO 2062050327 509 Olive Way No 500 Seattle WA 981011726 Allen Jaime Drozd Director 0.50 X 0 0 0 Banks Pamela Director 0.50 X 0 0 0 Bridge Jonathan J Director 2.00 X 0 0 0 Davidson Jane Broom Chair 2.00 X X 0 0 0 Chapman Fay Director 1.00 X 0 0 0 Cohen Erle Director 0.50 X 0 0 0 Dailey Mathew Director 0.50 X 0 0 0 Fosado Grace Director 0.50 X 0 0 0 Foster Andrea Director 0.50 X 0 0 0 Frank Lynnette Vice Chair, Treasurer 3.00 X X 0 0 0 Hamm Ken Director 1.00 X 0 0 0 Hoff Brad Director 2.00 X 0 0 0 Lange Sheila Edwards Director 0.50 X 0 0 0 Leader Bruce Director 0.50 X 0 0 0 Merriweather Michelle Director 0.50 X 0 0 0 Miles Nathaniel Nate Director 0.50 X 0 0 0 Morgan Chase Director 0.50 X 0 0 0 Ortega Estela Director 0.50 X 0 0 0 Paddock Matthew Vice Chair, Secretary 2.00 X X 0 0 0 Perry Bridget Director 0.50 X 0 0 0 Powell Darrell Director 0.50 X 0 0 0 Seawell Katie Director 0.50 X 0 0 0 Thornton Jena Vice Chair, Development 0.50 X X 0 0 0 Tuan Mia Director 0.50 X 0 0 0 Williams MPA Sherry Elane Director 0.50 X 0 0 0 Yates Sarah B Director 4.00 X 0 0 0 Zapolsky David Director 0.50 X 0 0 0 Chick Lisa CEO & President 40.00 X 213165 0 25712 Ward Amy CFO 40.00 X 112350 0 21236 Bier Marisa Director, STR 40.00 X 111300 0 21011 436815 0 67959 3 0 1 1 0 163210 476403 264435 4833462 80401 5737510 Residency Program Svcs 611710 218522 218522 218522 215815 215815 1551119 1171315 379804 379804 379804 87161 476403 331710 -244549 -244549 8900 7064 1836 1836 Stipend Repayment 611710 11690 11690 11690 6320628 218522 0 364596 1395814 1395814 132160 132160 372044 170852 125280 75912 563136 268625 203736 90775 47087 23783 13686 9618 72235 40471 23288 8476 67897 32353 23836 11708 45718 45718 60262 60262 322676 297743 24933 189187 168527 20660 4915 3398 594 923 83616 46309 37307 80229 77221 3008 129392 123133 4872 1387 19608 7168 9071 3369 7775 2852 2584 2339 Business and Excise Tax 26655 9778 8859 8018 Bad Debt Expense 6000 2503 3497 Dues, Fees, & Licenses 1326 486 441 399 2843 1610 1233 3630575 2804786 609368 216421 943204 2851980 1290623 1920141 145440 263181 0 2274 4258 23902 170240 127949 60676 42291 7638075 7149875 18949 18949 10101225 12272593 94628 181096 67079 555403 58123 48953 259636 134116 8319 5499 487785 925067 X 532609 629456 8924004 10561243 156827 156827 9613440 11347526 10101225 12272593 X 2690053 -947964 -8003 X 0 1 X 1 0 X 3853742 3513904 2992355 2578873 5737510 18676384 3853742 3513904 2992355 2578873 5737510 18676384 4950357 13726027 194920 156473 177519 167318 215815 912045 500 8245 11690 20435 19608864 1614181 0.70000 0.76790 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS - HONORARIUM - 2014 Amount: $ 200. UNCLAIMED PROPERTY - 2014 Amount: $ 300. Stipend Repayment - 2017 Amount: $ 8,245. 2018 Amount: $ 11,690. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8 0 680000 0 6000 0 694395 1 1 0 1 X 7117935 400 -390477 -126000 -70601 -59798 6471459 6998535 500 1054643 -806200 -71022 -58521 7117935 7041899 600 418757 334500 69577 58644 6998535 7573433 10850 -33383 372392 73413 63196 7041899 7460252 16155 560911 320410 75716 67759 7573433 0.00000 0.02420 0.97580 0 0 22931 17226 5705 97429 84001 13428 49880 26722 23158 42291 Capital lease payable 5499 5499 5531998 -947964 31482 -246 -916728 6448726 60262 -188360 -128098 6320628 3797913 31482 196363 227845 3570068 60262 245 60507 3630575 Part IV, Line 2b: Alliance for Education acts as a fiscal agent for the operation of certain programs of other organizations. Funds received for these programs are set aside in the Alliance's books and records for those organizations. Part V, Line 4: The Alliance has several endowments, each with specific purposes. The John Stanford Fund is intended for general support of the mission of the Alliance. The remaining endowment funds are intended to support awards to principals, teachers, students or to provide general support for specific schools or school programs in the Seattle school district. Part XI, Line 2d - Other Adjustments: Stock transfer fees -246. Part XI, Line 4b - Other Adjustments: Special Event Expense -188,360. Part XII, Line 2d - Other Adjustments: Special Event Expenses 188,360. Uncollectible Pledges from Prior Years 8,003. Part XII, Line 4b - Other Adjustments: Stock transfer fees 246. Rounding -1. 2018 Black and Orange Gala 396192 317631 78561 73089 1632 2000 173844 2018 AFE Community Breakfast 167372 158772 8600 23608 57537 563564 476403 87161 96697 1632 2000 231381 331710 -244549 1 Seattle Public Schools 2445 3rd Avenue South Seattle WA 98134 916001541 Government 1189876 These funds supported District-wide initiatives and individual school programs. University of Washington 129 Schmitz Hall Box 355870 Seattle WA 98195 916001537 Government 197418 Support for the Seattle Teacher Residency program. Washington FIRST Robotics 21238 68th Ave S Kent WA 98032 452443839 501( c )(3) 5660 General Support for Ballard High School Robotics Club. 3 0 Friends of Seattle World School Alumni Scholarship 37 0 36254 Book Scholarship Ballard HS - J. Amorratanasuchad Scholarship 4 0 26000 Book Scholarship Nicholas Sherburne - Scholarships 1 0 1000 Book Scholarship Friends of Seattle World School - Books/Supplies 26 0 10096 Book Books/Laptops/Supplies STR Tuition Reimbursement 17 58810 0 Part I, Line 2: Seattle Public Schools (SPS) was the recipient of 78% of all grant funds awarded in 2018 ($1.19M). Approximately 0.12% of all grants were made directly to affiliated school groups in support of individual schools ($1.9067). 13% of total grants were made to other organizations ($204k). The remaining 9% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($132k). Grants to SPS: 89% were awarded as reimbursable grants and 11% as direct grants. Budgets are determined for each reimbursable grant project and SPS submits monthly expense reimbursement requests which are verified against budgeted expenditures before funds are distributed. Direct grants funds are deposited into separate cost center accounts at SPS for the specific purpose of the project and are subject to SPS expenditure policies. Grants to other organizations: During 2018, 100% of grants to other organizations were awarded as reimbursable grants. Budgets are determined for each reimbursable grant project and the organization submits monthly expense reimbursement requests which are verified against budgeted expenditures and project objectives before funds are distributed. Affiliated School Group: Funds are disbursed at the request of advisors for the account. Scholarships and Awards: Scholarships and awards are primarily restricted to support the recipients of higher education and are issued directly to the institution of higher education at which the recipient is enrolled. X X 0 0 0 0 0 0 0 0 0 Chick Lisa CEO & President 200415 0 12750 0 0 0 12416 0 13296 0 238877 0 0 0 Ward Amy CFO 112350 0 0 0 0 0 7583 0 13653 0 133586 0 0 0 Bier Marisa Director, STR 111300 0 0 0 0 0 7791 0 13220 0 132311 0 0 0 Part II: All employees of Alliance for Education are actually employees of the Greater Seattle Chamber of Commerce dba Seattle Metropolitan Chamber of Commerce, an unrelated organization. Since the Alliance reimburses the Chamber for an employee's time, compensation and related payroll expenses are reported on Part IX and Part VII of the Form 990. X 7 6840 Fair Market Value X Auction Items 120 73041 Cost/Selling Price X Food for Fundraiser 2 520 Cost 0 0 1 0 Part I, Column (b): The number in column (b) represents the amount of contributions received. Form 990, Part I, Line 6, Volunteers: STR - Selection Day and File Review (45) Auction/Gala (25) Community Breakfast (3) Board of Directors (27) Ex Officio Board Member (1) Emeritus Board (29) STR Alumni Board (8) Development General (1) Form 990, Part VI, Section A, line 2 Lynnette Frank and Jonathan Bridge have a business relationship. Form 990, Part VI, Section A, line 4 The organization's bylaws were updated. The separate Governance Committee was eliminated and it's responsibilities assigned to the Executive Committee. Form 990, Part VI, Section B, line 11b Clark Nuber, an independent accounting firm, prepares the Form 990. The Finance and Audit Committee of the Alliance reviews the Form 990 and it is also emailed to all board members before it is filed with the IRS. Form 990, Part VI, Section B, line 12c Board members review and affirm the conflict of interest policy on an annual basis. Each member is required to disclose any actual or possible conflict of interest and to present all material facts to the board or Executive Committee. After such a disclosure, the interested person shall leave the board or executive committee meeting. The remaining members shall discuss and vote whether a conflict of interest exists. If a conflict is determined to exist, the interested person may make a presentation at the board or Executive Committee meeting, but shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. The chairperson of the board or Executive Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement and after exercising due diligence, a determination shall be made by a majority vote of the disinterested directors on whether the transaction or arrangement is in the best interests of the alliance. Meeting minutes will record the names of persons who made disclosures or who were found to have actual or possible conflicts of interest, the nature of the financial interest, any action taken to determine the presence of a conflict of interest and the board or Executive Committee's decisions. Form 990, Part VI, Section B, line 15 CEO/President: The Executive Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the CEO/President's compensation and performance each year and for evaluating the CEO/President's performance annually in light of these goals and objectives. The Executive Committee utilizes the expertise of the Seattle Metropolitan Chamber of Commerce when determining compensation. Compensation reviews are done on an annual basis with the last review in July 2018. The CFO: The CEO/President is responsible for establishing goals and objectives relevant to compensation and performance for this position. Performance and compensation are reviewed annually. The CEO/President utilizes the expertise of the the Seattle Metropolitan Chamber of Commerce when determining compensation for these positions. The last review was conducted in April 2018. Form 990, Part VI, Section C, line 19 Audited financial statements, annual reports and Form 990s for at least the past three years are made available on the organization's website. They are also available by request. Governing documents and conflict of interest policies are available upon request. Form 990, Part XI, line 9: Uncollectible Pledges from Prior Years -8,003.