JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY (EIN 80-0025367)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-01-14
- IRS object ID
- 201900149349300615
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-14T09:09:01-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560517823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koonce Wooten & Haywood LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17806 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276197806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800025367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B HUNT JR INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL LEADERSHIP & POLICY FDN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9843775200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA No 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM HOUSTON TREASURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9843775200 | PhoneNum |
| Signature | 2019-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H Lowell Oakley Jr | PreparerPersonNm |
| PTIN | P00077654 | PTIN |
| Phone | 9197829265 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.106.199.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-08 | IPDt |
| IP Tm | 14:35:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66C8675AEDA363E8E5721BD81008A7BC06C51716 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 66C8675AEDA363E8E5721BD81008A7BC06C51716 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAVAID E SIDDIQI PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA SUITE 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,368,312 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNT-INSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,351,828 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,306,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,883 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,943 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $360 | PYOtherRevenueAmt |
| CY Other Revenue | $1,281 | CYOtherRevenueAmt |
| PY Total Revenue | $1,387,131 | PYTotalRevenueAmt |
| CY Total Revenue | $4,368,312 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,607,530 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,334,740 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,096,968 | PYOtherExpensesAmt |
| CY Other Expenses | $864,068 | CYOtherExpensesAmt |
| PY Total Expenses | $2,704,498 | PYTotalExpensesAmt |
| CY Total Expenses | $2,198,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,317,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,169,504 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,597,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,771,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,465,583 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,635,087 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,860,882 | ExpenseAmt |
| Revenue | $25,883 | RevenueAmt |
| Desc | IN FISCAL YEAR 2018, THE HUNT INSTITUTE PLANNED AND IMPLEMENTED A NUMBER OF INITIATIVES WITH POLICYMAKERS. KEY ACCOMPLISHMENTS ARE SUMMARIZED BELOW:HUNT-KEAN LEADERSHIP FELLOWS:THE THIRD COHORT OF HUNT-KEAN LEADERSHIP FELLOWS CONVENED FOR THEIR FINAL SESSION IN SALT LAKE CITY, UTAH IN AUGUST 2017. THE TWO-AND-A-HALF DAY SESSION FOCUSED ON EDUCATOR EFFECTIVENESS AND SCHOOL LEADERSHIP, OFFERING OPPORTUNITIES TO DISCUSS AND DEBATE TEACHER AND SCHOOL LEADER PREPARATION, EVALUATION, COMPENSATION, AND TENURE.IN DECEMBER, THE FOURTH COHORT OF HUNT-KEAN LEADERSHIP FELLOWS CONVENED FOR THE FIRST TIME IN WASHINGTON, DC. THE FOURTH COHORT BROUGHT TOGETHER A COHORT OF 20 HIGH-RANKING STATE OFFICIALS AND POLITICAL LEADERS. THE TWO-DAY MEETING FOCUSED ON THE IMPORTANCE OF RIGOROUS STANDARDS, ALIGNED ASSESSMENTS, AND STRONG ACCOUNTABILITY SYSTEMS AS WELL AS DISCUSSIONS ON CHARTER SCHOOLS AND THE MERITS AND CHALLENGES OF SCHOOL CHOICE REFORM. THE COHORT PARTICIPATED IN A STRUCTURED SCHOOL VISIT THAT INCLUDED CLASSROOM VISITS GUIDED BY STUDENTS AND A DEBRIEFING WITH MEMBERS OF THE SCHOOL'S LEADERSHIP TEAM.FROM JANUARY THROUGH JUNE, COHORT 4 FELLOWS BUILT ON THE FIRST SESSION THROUGH PERSONALIZED POLICY BRIEFINGS IN THEIR HOME STATES, MONTHLY WEBINARS, AND A REGIONAL VISIT TO A SCHOOL THAT OPERATES UNDER A PUBLIC-PRIVATE PARTNERSHIP MODEL IN CHARLESTON, SOUTH CAROLINA.EARLY CHILDHOOD:THIS YEAR, THE HUNT INSTITUTE LAUNCHED ITS FIRST SUMMIT AS PART OF A THREE-PHASE INITIATIVE TO ENSURE THAT EVERY STATE IS BUILDING OR ENHANCING A COMPREHENSIVE, EQUITABLE EARLY CHILDHOOD SYSTEM.PRENATAL TO THREE YEARS SUMMITIN JUNE 2018, THE HUNT INSTITUTE, IN PARTNERSHIP WITH THE BUILD INITIATIVE, HOSTED A SUMMIT DEDICATED TO SYSTEMS ALIGNMENT. OVER 50 REPRESENTATIVES FROM 8 STATES ATTENDED THE TWO-DAY SUMMIT TO FOCUS ON DEVELOPING AND ALIGNING STATE-LEVEL SYSTEMS SPECIFICALLY FOR PRENATAL TO THREE. THE PRENATAL TO THREE YEARS SUMMIT FEATURED A RANGE OF NATIONAL EXPERTS AND PROVIDED STATE TEAMS WITH FACILITATED DISCUSSIONS AND STRATEGY SESSIONS ABOUT HOW TO MOVE NECESSARY SYSTEMS CHANGE IN THEIR HOME STATES. OVER THE COMING TWO YEARS, THE INSTITUTE LOOKS FORWARD TO EXPANDING ITS REACH AND HOSTING CONVENINGS FOR ADDITIONAL STATE TEAMS AS WELL AS ONGOING SUPPORT.STATE LEGISLATIVE ENGAGEMENT:VIRGINIA EDUCATION SUMMIT / DECEMBER 2017THE 2017 VIRGINIA EDUCATION SUMMIT CONVENED A BIPARTISAN GROUP OF MORE THAN 90 VIRGINIA POLICYMAKERS AND NATIONAL AND STATE EDUCATION EXPERTS TO DISCUSS THE CHALLENGES AND BEST STRATEGIES FOR IMPROVING EDUCATION IN THE COMMONWEALTH. THE SUMMIT WAS HELD ON THE CAMPUSES OF VIRGINIA COMMONWEALTH UNIVERSITY AND J. SARGEANT REYNOLDS COMMUNITY COLLEGE.CO-HOSTED BY SENATOR STEVE NEWMAN AND DELEGATE STEVE LANDES, THE TWO-DAY SUMMIT INCLUDED A SERIES OF PANEL DISCUSSIONS AND SMALL GROUP CONVERSATIONS ADDRESSING THE IMPORTANCE OF STRONG EARLY CHILDHOOD DATA SYSTEMS, THE VALUE OF EFFECTIVE ENGLISH LANGUAGE LEARNER POLICIES, AND HOW PUBLIC-PRIVATE PARTNERSHIPS CAN ADDRESS GAPS IN THE EDUCATION SYSTEM. ATTENDEES ALSO HEARD DIRECTLY FROM DISTRICT AND POSTSECONDARY LEADERS ON HOW DUAL ENROLLMENT AND OTHER INITIATIVES CAN BOOST COLLEGE AND CAREER READINESS AND LEGISLATORS HAD THE OPPORTUNITY TO PARTICIPATE IN SMALL GROUP DISCUSSIONS WITH DISTRICT SUPERINTENDENTS AND PRINCIPALS ABOUT THE IMPORTANCE OF RIGOROUS GRADUATION REQUIREMENTS AND HOW STATE POLICIES IMPACT SCHOOLS DIRECTLY.WEST VIRGINIA LEGISLATORS' FORUM ON EDUCATION AND THE ECONOMY / NOVEMBER 2017THE HUNT INSTITUTE PROVIDED AGENDA AND POLICY SUPPORT TO THE WEST VIRGINIA PUBLIC EDUCATION COLLABORATIVE FOR ITS SECOND WEST VIRGINIA LEGISLATORS' FORUM ON EDUCATION AND THE ECONOMY. THE TWO-DAY BIPARTISAN MEETING HELD ON NOVEMBER 1-2, 2017 IN CHARLESTON, WV INCLUDED OVER 30 LEGISLATORS FROM EDUCATION COMMITTEES.HOLHOUSER LEGISLATORS RETREAT / MARCH 2018ON MARCH 19-20, 2018, THE HUNT INSTITUTE CONVENED NORTH CAROLINA LEGISLATORS IN PINEHURST, NORTH CAROLINA FOR ITS 14TH ANNUAL HOLSHOUSER LEGISLATORS RETREAT. OVER THIRTY-FIVE POLICYMAKERS JOINED KEY STATE EDUCATION LEADERS, NATIONAL EXPERTS, AND THE HUNT INSTITUTE TEAM TO EXPLORE PRESSING ISSUES IN NORTH CAROLINA P-20 EDUCATION.THE RETREAT AGENDA WAS DEVELOPED IN COLLABORATION WITH LEGISLATIVE LEADERSHIP, INCLUDING THE 2018 EVENT CHAIR, SENATOR MICHAEL LEE OF NORTH CAROLINA DISTRICT 9. LEGISLATORS ENGAGED IN CONVERSATIONS AROUND POSTSECONDARY EDUCATIONAL ATTAINMENT, WORKFORCE DEVELOPMENT, HIGH-QUALITY TEACHERS AND SCHOOL LEADERS, THE IMPORTANCE OF HIGH-QUALITY EARLY CHILDHOOD EDUCATION, SCHOOL FINANCE REFORM, AND INSTRUCTIONAL INNOVATION.LEGISLATIVE DINNER SERIES / JULY 2017 - JUNE 2018THE HUNT INSTITUTE ALSO HOSTED NORTH CAROLINA AND VIRGINIA LEGISLATORS FOR CANDID, IN-DEPTH CONVERSATIONS OVER DINNER. DINNERS INCLUDED:* A CONVERSATION WITH NINA REES, PRESIDENT, NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS / NORTH CAROLINA / JULY 19, 2017* DINNER ON THE TEACHER PIPELINE WITH BRAD JUPP, ASPEN INSTITUTE / VIRGINIA / FEBRUARY 27, 2018* DINNER ON DISCIPLINE & STUDENT SUCCESS WITH JOHN B. KING, JR., FORMER U.S. SECRETARY OF EDUCATION / VIRGINIA / MAY 1 ,2018* MYFUTURENC DINNER & DISCUSSION WITH SCOTT JENKINS, LUMINA FOUNDATION / NORTH CAROLINA / JUNE 13, 2018REGIONAL VISITS / SEPTEMBER 2017 - MAY 2018THE INSTITUTE ALSO HOSTED NORTH CAROLINA AND VIRGINIA LEGISLATORS ON REGIONAL TRIPS TO VISIT INNOVATIVE SCHOOLS AND EDUCATIONAL MODELS IN ACTION. TRIPS INCLUDED:* SEPTEMBER 2017: OPPORTUNITY CULTURE IN ACTION / A VISIT TO SHAMROCK GARDENS ELEMENTARY IN CHARLOTTE / CLASSROOM OBSERVATIONS TO SEE THE ADVANCED ROLES MODEL IN ACTION; CONVERSATIONS WITH TEACHERS AND SCHOOL LEADERSHIP; AND A POLICY DISCUSSION THAT INCLUDED STEPHANIE DEAN FROM PUBLIC IMPACT AND ERIN SWANSON FROM EDGECOMBE COUNTY WHERE THEY ARE JUST BEGINNING TO IMPLEMENT THE MODEL.* OCTOBER 2017: THE RECOVERY SCHOOL DISTRICT / A VISIT TO HARRIET TUBMAN CHARTER SCHOOL IN NEW ORLEANS / CONDUCTED JOINTLY WITH THE HUNT-KEAN LEADERSHIP FELLOWS PROGRAM, PARTICIPANTS WERE ABLE TO TOUR THE SCHOOL, MEET WITH PARENTS, AND HAVE A CANDID POLICY DISCUSSION WITH BOTH THE CURRENT AND FORMER SUPERINTENDENTS OF THE RECOVERY SCHOOL DISTRICT.* MAY 2018: PUBLIC-PRIVATE PARTNERSHIPS / A VISIT TO MEETING STREET ELEMENTARY IN CHARLESTON, SC / CONDUCTED JOINTLY WITH THE HUNT-KEAN LEADERSHIP FELLOWS PROGRAM, STATE LEGISLATORS FROM NORTH CAROLINA AND VIRGINIA TOURED THE SCHOOL AND LEARNED ABOUT MEETING STREET SCHOOLS' PARTNERSHIP WITH CHARLESTON COUNTY SCHOOL DISTRICT. POLICYMAKERS ENGAGED WITH SCHOOL AND SYSTEM LEADERS IN CONVERSATIONS AROUND HOW INNOVATIVE THINKING, POLICY FLEXIBILITY, AND A COMBINATION OF PUBLIC AND PRIVATE RESOURCES HAVE ENABLED THE SCHOOL TO INCREASE STUDENT ACHIEVEMENT AND IMPROVE THE LONG-TERM OUTCOMES OF STUDENTS.PUBLICATIONS, MEDIA, AND INFORMATION DISSEMINATION:WEBINAR SERIESDURING THE FISCAL YEAR 2017-2018, THE HUNT INSTITUTE REBRANDED ITS WEEKLY PARTNER CALL AS "THE INTERSECTION" WEBINAR. THE BI-WEEKLY WEBINAR SERIES WAS OPENED TO A BROADER PUBLIC WITH ACTIVE PROMOTION VIA SOCIAL MEDIA. WEBINARS INCLUDED:* SOCIAL EMOTIONAL LEARNING INTERVENTIONS UNDER ESSA / LAURA HAMILTON, RAND EDUCATION* REACHING FURTHER AND LEARNING MORE: EVALUATING PUBLIC IMPACT'S OPPORTUNITY CULTURE INITIATIVES / STEPHANIE DEAN, PUBLIC IMPACT* STATE CHARTER LANDSCAPE / TODD ZIEBARTH, NAPCS* PRIORITIZING LEADERSHIP: AN ANALYSIS OF STATE ESSA PLANS / SARAH ROSENBERG, NEW LEADERS* OVERVIEW OF FEDERAL POLICY LANDSCAPE / PHILLIP LOVELL, ALLIANCE FOR EXCELLENT EDUCATION* 2018 STRONGER NATION UPDATE / COURTNEY BROWN, LUMINA* ANALYSIS OF 2017 SMARTER BALANCED TEST SCORES / CHRIS BARRON, SMARTER BALANCED* STATES LEADING / MELISSA MCGRATH, CCSSOIN ADDITON, FROM AUGUST THROUGH OCTOBER 2017, THE HUNT INSTITUTE RAN A WEEKLY SERIES ON OUR BLOG FOCUSED ON HIGHLIGHTING BOTH THE IMPORTANCE OF KEEPING EQUITY AT THE CENTER OF ESSA AND THE WORK OF OUR FRIENDS AND PARTNERS IN THE EDUCATION AND POLICY SPACE. THE SERIES WAS WIDELY VIEWED WITH OUR TOTAL WEBSITE TRAFFIC TRIPLING FROM JULY 2017 THROUGH THE COURSE OF THE SERIES. IT INCLUDED Q&A ARTICLES WITH INSTITUTE PRESIDENT & CEO, DR. JAVAID SIDDIQI, AS WELL AS MIMI CORCORAN (NATIONAL CENTER FOR LEARNING DISABILITIES), NINA REES (NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS), DANIELLE GONZALES (ASPEN INSTITUTE), JEREMY ANDERSON (ECS), CHRIS MINNICH (CCSSO), LINDA DARLING-HAMMOND (LEARNING POLICY INSTITUTE), LAURA FORNASH (MCGUIRE WOODS CONSULTING), LAURA SLOVER (CENTERPOINT EDUCATION SOLUTIONS), ANISSA LISTACK (NATIONAL CENTER FOR TEACHER RESIDENCIES) AND FORMER GOVERNOR JIM HUNT. | Desc |
| Total Program Service Expenses | $1,860,882 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEREDITH DIXON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9843774992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA SUITE 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| GOVERNOR JAMES B HUNT JR | ||||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W LAMBETH | ||||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE HOWARD N LEE | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SAM HOUSTON PHD | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GOVERNOR ROY BARNES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BEST | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN KELLY BROWNELL PHD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ENRIQUETA BOND PHD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GOVERNOR DON CARCIERI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIMI CLARKE CORCORAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE WALTER DALTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE MITCH DANIELS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GOVERNOR JIM DOUGLAS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB EAVES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL FLEISHMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA FORNASH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE GREEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J JACKSON HOKE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A INGRAM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN JUDITH KELLEY PHD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM W PHILLIPS JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELIA POMPA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JAMIE WOODSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAVAID SIDDIQI PHD | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $241,145 | $0 | $23,354 | |||
| MICHELE JORDAN | ||||||||
| CHIEF OF STAFF | 40.00 | $105,537 | $0 | $20,559 | Yes (X) | |||
| APRIL WHITE HENDERSON | ||||||||
| FORMER ASSOC EXECUTIVE DIRECTOR & CHIEF OF STAFF | 40.00 | $198,209 | $0 | $25,935 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $544,891 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,848 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,306,875 | AllOtherContributionsAmt |
| Total Contributions | $4,306,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MY FUTURE NC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,883 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,883 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,273 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,281 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,281 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,368,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,713 | TotalAmt |
| Program Services | $356,133 | ProgramServicesAmt |
| Management And General | $39,580 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,464 | TotalAmt |
| Program Services | $541,755 | ProgramServicesAmt |
| Management And General | $174,709 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,220 | TotalAmt |
| Program Services | $71,322 | ProgramServicesAmt |
| Management And General | $2,898 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,085 | TotalAmt |
| Program Services | $70,177 | ProgramServicesAmt |
| Management And General | $1,908 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,258 | TotalAmt |
| Program Services | $72,605 | ProgramServicesAmt |
| Management And General | $3,653 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,525 | TotalAmt |
| Management And General | $10,525 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,570 | TotalAmt |
| Management And General | $25,570 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,589 | TotalAmt |
| Program Services | $178,570 | ProgramServicesAmt |
| Management And General | $13,019 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,417 | TotalAmt |
| Program Services | $25,301 | ProgramServicesAmt |
| Management And General | $4,116 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,007 | TotalAmt |
| Program Services | $94,846 | ProgramServicesAmt |
| Management And General | $13,161 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,486 | TotalAmt |
| Program Services | $153,256 | ProgramServicesAmt |
| Management And General | $18,230 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,263 | TotalAmt |
| Program Services | $263,263 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882 | TotalAmt |
| Management And General | $2,882 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MATERIALS AND SUPPLIES | $41,111 | $22,614 | $18,497 |
| MISCELLANEOUS | $9,888 | $710 | $9,178 |
| COPYING AND PRINTING | $6,148 | $6,148 | |
| EQUIPMENT | $4,182 | $4,182 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,808 | TotalAmt |
| Program Services | $1,860,882 | ProgramServicesAmt |
| Management And General | $337,926 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,992 | BOYAmt |
| EOY | $1,727,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,023 | BOYAmt |
| EOY | $3,087,582 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,500 | BOYAmt |
| EOY | $902,883 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,182 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,597,515 | BOYAmt |
| EOY | $5,771,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,932 | BOYAmt |
| EOY | $136,716 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,932 | BOYAmt |
| EOY | $136,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,518 | BOYAmt |
| EOY | $2,127,861 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,065 | BOYAmt |
| EOY | $3,507,226 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,465,583 | BOYAmt |
| EOY | $5,635,087 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,597,515 | BOYAmt |
| EOY | $5,771,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,169,504 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $3,440,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,540,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,654,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,351,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,306,875 | CurrentTaxYearAmt |
| Total | $13,293,929 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,440,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,540,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,654,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,351,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,306,875 | CurrentTaxYearAmt |
| Total | $13,293,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,245,638 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,048,291 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,273 | CurrentTaxYearAmt |
| Total | $108,752 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $13,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,281 | CurrentTaxYearAmt |
| Total | $15,341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,418,022 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,883 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23320 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCE TEST: | FormAndLineReferenceDesc |
| Explanation | THE HIGH DEGREE OF PUBLIC SUPPORT, WHILE NOT MEETING THE ONE-THIRD TEST WHICH AUTOMATICALLY GRANTS PUBLIC SUPPORT, IS SUFFICIENT TO SHOW PUBLIC SUPPORT WHEN COMBINED WITH THE FACTS AND CIRCUMSTANCES DESCRIBED HEREIN. THE GOVERNING BODY OF THE HUNT INSTITUTE IS REPRESENTATIVE OF THE BROAD INTEREST OF THE PUBLIC AS INDICATED BY THE MAKEUP OF THE BOARD OF DIRECTORS DURING THE FIVE-YEAR PERIOD. THEIR REPRESENTATIVE PROFESSIONS INCLUDE SENIOR POSITIONS IN THE AREA OF BUSINESS, EDUCATION, GOVERNMENT, LAW, MEDICINE, AND PHILANTHROPY. IN ADDITON, THE BOARD OF DIRECTORS HAS SEVERAL FORMER PUBLIC OFFICIALS SUCH AS ITS FOUNDER, GOVERNOR JAMES B. HUNT, JR., GOVERNOR ROY BARNES, GOVERNOR DON CARCIERI, AND GOVERNOR MITCH DANIELS. ALSO, AS PREVIOUSLY INDICATED, THE PROGRAMS OF THE HUNT INSTITUTE ARE AVAILABLE TO THE PUBLIC IN GENERAL AND TO PUBLIC OFFICALS, AND PUBLIC POLICY LEADERS, SPECIFICALLY. THE HUNT INSTITUTE RECEIVES VARIOUS GRANTS FROM PUBLIC CHARITIES THAT REQUIRE REPORTING THAT PROMOTE THE ACCOUNTABILITY OF THE EXPENDITURE OF FUNDS. FOR THESE REASONS, THE HUNT INSTITUTE QUALIFIES AS A PUBLICALLY SUPPORTED CHARITY UNDER IRC SECTION 170(B)(1)(A)(V1) (AS A PUBLICALLY SUPPORTED ORGANIZATION). | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,368,312 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,368,312 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,368,312 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,198,808 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,198,808 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,198,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING IS AN EXCERPT FROM THE AUDITED FINANCIAL STATEMENTS OF JAMES B. HUNT, JR. INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FOUNDATION FOR THE YEAR ENDED JUNE 30, 2018 REGARDING UNCERTAIN TAX POSITIONS UNDER FIN 48: IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES, THE INSTITUTE HAS DETERMINED THAT ALL TAX POSITIONS TAKEN ARE HIGHLY CERTAIN. THE INSTITUTE HAS DETERMINED THAT NO UNRECOGNIZED TAX LIABILITY EXISTS. FUTHERMORE, THE INSTITUTE BELIEVES THERE IS NO MATERIAL INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS FOR THIS PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAVAID SIDDIQI PHD | ||||||||||||||
| PRESIDENT & CEO | $241,145 | $0 | $0 | $0 | $0 | $0 | $21,691 | $0 | $1,663 | $0 | $264,499 | $0 | $0 | $0 |
| APRIL WHITE HENDERSON | ||||||||||||||
| FORMER ASSOC EXECUTIVE DIRECTOR & CH | $198,209 | $0 | $0 | $0 | $0 | $0 | $12,033 | $0 | $13,902 | $0 | $224,144 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | APRIL WHITE HENDERSON $76,089 (THIS AMOUNT INCLUDES SEVERANCE SALARY, ACCRUED SICK AND VACATION TIME) | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | MYFUTURENC BLOG SERIES THE HUNT INSTITUTE ALSO PARTNERED WITH THE MYFUTURENC COMMISSION TO OVERSEE A CO-BRANDED BLOG SERIES OUTLINING THE EFFORTS OF THE COMMISSION AND STATE LEADERS.THE BLOG HAS BEEN EXTENDED AND IS SCHEDULED TO RUN UNTIL FEBRUARY 2019 WHEN THE COMMISSION RELEASES ITS FINAL RECOMMENDATIONS. THE BLOG BEGAN IN FEBRUARY 2018 AND HAS SINCE FEATURED A RANGE OF STATE AND NATIONAL LEADERS, INCLUDING MIKE KRAUSE, EXECUTIVE DIRECTOR, TENNESSEE HIGHER EDUCATION COMMISSION, GOVERNOR BOB MCDONNELL, FORMER GOVERNOR OF THE COMMONWEALTH OF VIRGINIA, AND DR. REBECCA TIPPETT, DIRECTOR, CAROLINA DEMOGRAPHY, UNC-CHAPEL HILL, AMONG OTHERS. PUBLICATIONS: THE HUNT INSTITUTE RELEASED A NUMBER OF PUBLICATIONS DURING THE FISCAL YEAR SUCH AS: * STATE BY STATE: THE EARLY CHILDHOOD LANDSCAPE (NATIONAL SET OF STATE DATA BRIEFINGS) (HTTP://WWW.HUNT-INSTITUTE.ORG/STATE-BY-STATE-EARLY-CHILDHOOD- LANDSCAPE/) * DID YOU KNOW? OPPORTUNITY CULTURE IN NC (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/11/OPPORTUNITY-CULTURE- CAREER-LADDER-MODEL-TEACHERS/) * DID YOU KNOW? NC CHARTER POLICY RANKED 14TH NATIONALLY (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/11/NORTH-CAROLINA- CHARTER-SCHOOL-POLICY-RANKS-14TH-NATIONAL-COMPARISON/) * A POLICYMAKER'S GUIDE TO UNDERSTANDING YOUR STATE'S ESSA PLAN (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2018/03/POLICYMAKERS-GUIDE- UNDERSTANDING-STATES-ESSA-PLAN-REVIEWS/) * ESSA: EDUCATOR POLICIES & THE EVERY STUDENT SUCCEEDS ACT (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/10/ESSA-EDUCATOR- POLICIES-EVERY-STUDENT-SUCCEEDS-ACT/) * ASSESSMENTS & THE EVERY STUDENT SUCCEEDS ACT (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/06/ASSESSMENTS-EVERY- STUDENT-SUCCEEDS-ACT/) * REACHING A POSTSECONADRY ATTAINMENT GOAL: A MULTISTATE OVERVIEW (HTTPS://WWW.MYFUTURENC.ORG/WP-CONTENT/UPLOADS/2018/06/INFOBRIEF- EDATTAIN-SIMS.PDF) |
| Form 990, Part VI, Section B, line 11b | A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD WAS GIVEN ONE WEEK TO REVIEW AND RESPOND WITH ANY QUESTIONS OR CONCERNS REGARDING THE DRAFT. AFTER ONE WEEK, WHEN NO CONCERNS WERE SHARED THE FORM 990 WAS FILED. |
| Form 990, Part VI, Section B, line 12c | COMPLIANCE ISSUES ARE DISCUSSED AT THE SPRING EXECUTIVE COMMITTEE MEETING COVERING DIRECTORS' LIABILITY ISSUES. IN ADDITION, KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS. |
| Form 990, Part VI, Section B, line 15 | PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE, WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING. |
| Form 990, Part VI, Section C, line 19 | FORM 990 IS AVAILABLE UPON REQUEST. |
| Form 990, Part XII, Line 2c: | THE INSTITUTE HAS AN AUDIT COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS, THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |