ACHIEVEMENT FIRST INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVEMENT FIRST INC (EIN 65-1203744)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-24
- IRS object ID
- 201901149349301265
- 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 | 2019-04-24T15:50:05-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 651203744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVEMENT FIRST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHI | BusinessNameControlTxt |
| Phone | 2037733223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 JAMES STREET NO 404 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BOAS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2037733223 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY NARDONE | PreparerPersonNm |
| PTIN | P01058771 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2019-04-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-22 | IPDt |
| IP Tm | 12:06:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 273CA1FFE404D8284B4685EE946B2CDEC2353731 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ANDREW BOAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 JAMES STREET NO 404 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,013,087 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHIEVEMENTFIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | ACHIEVEMENT FIRST, INC. IS A NON-PROFIT CHARTER SCHOOLS MANAGEMENT ORGANIZATION THAT OPERATES A NETWORK OF K-12 PUBLIC CHARTER SCHOOLS IN CONNECTICUT, RHODE ISLAND, AND NEW YORK. THE NETWORK OF SCHOOLS FOCUSES ON PROVIDING STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS THEY NEED TO GRADUATE FROM TOP COLLEGES, TO SUCCEED IN A COMPETITIVE WORLD, AND TO SERVE AS THE NEXT GENERATION OF LEADERS OF THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 314 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,132 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,871,823 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,493,326 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,938,092 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,727,620 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,322 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,496 | CYInvestmentIncomeAmt |
| PY Other Revenue | $746,447 | PYOtherRevenueAmt |
| CY Other Revenue | $724,645 | CYOtherRevenueAmt |
| PY Total Revenue | $45,632,684 | PYTotalRevenueAmt |
| CY Total Revenue | $57,013,087 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,059,770 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,704,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,969,727 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,163,293 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $971,752 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,331,313 | PYOtherExpensesAmt |
| CY Other Expenses | $7,425,756 | CYOtherExpensesAmt |
| PY Total Expenses | $44,360,810 | PYTotalExpensesAmt |
| CY Total Expenses | $44,293,373 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,271,874 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,719,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,867,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,141,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,348,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,902,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,518,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,238,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACHIEVEMENT FIRST, INC. IS A NON-PROFIT CHARTER SCHOOLS MANAGEMENT ORGANIZATION THAT OPERATES A NETWORK OF K-12 PUBLIC CHARTER SCHOOLS IN CONNECTICUT, RHODE ISLAND, AND NEW YORK. THE NETWORK OF SCHOOLS FOCUSES ON PROVIDING STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS THEY NEED TO GRADUATE FROM TOP COLLEGES, TO SUCCEED IN A COMPETITIVE WORLD, AND TO SERVE AS THE NEXT GENERATION OF LEADERS OF THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,146,919 | ExpenseAmt |
| Revenue | $24,452,265 | RevenueAmt |
| Desc | EDUCATIONAL, FINANCIAL AND MANAGEMENT SERVICES TO CHARTER SCHOOLS IN CONNECTICUT, NEW YORK AND RHODE ISLAND. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,704,324 | ExpenseAmt |
| Grant | $11,704,324 | GrantAmt |
| Desc | SCHOOL GRANTS: TO PROVIDE ASSISTANCE TO A NETWORK OF K-12 PUBLIC CHARTER SCHOOLS IN CONNECTICUT, RHODE ISLAND, AND NEW YORK. THE NETWORK OF SCHOOLS FOCUSES ON PROVIDING STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS THEY NEED TO GRADUATE FROM TOP COLLEGES, TO SUCCEED IN A COMPETITIVE WORLD, AND TO SERVE AS THE NEXT GENERATION OF LEADERS OF THEIR COMMUNITIES. CONTRIBUTIONS, GIFTS, AND GRANTS WERE RECEIVED BY THE ORGANIZATION WHICH WERE USED TO COVER THE EXPENSES OF THESE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,755,069 | ExpenseAmt |
| Desc | IMPROVEMENT OF EDUCATIONAL EXPERIENCES RELATED TO PREPARATION AND SUCCESS IN COLLEGE, INNOVATION IN ELEMENTARY SCHOOL DESIGN, PARENT AND COMMUNITY ENGAGEMENT AND, SHARING EDUCATIONAL PRACTICES WITH TRADITIONAL PUBLIC AND OTHER CHARTER SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $39,606,312 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 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 | 768 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 314 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYLORD BOURNE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037733223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 JAMES STREET NO 404 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06513 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|
| ANDREW BOAS | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY L DAVIS | |||||||
| TREASURER AND SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARIELA ROZMAN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELSA NUNEZ | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MOTLEY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LEHRMAN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT DOWLING | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R BERKLEY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE ROCKEFELLER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DACIA TOLL | |||||||
| CO-CEO AND PRESIDENT | 40.00 | Yes (X) | $290,683 | $0 | $11,446 | ||
| DOUGLAS MCCURRY | |||||||
| CO-CEO AND SUPERINTENDENT | 40.00 | Yes (X) | $288,340 | $0 | $21,456 | ||
| VICTOR DE LA PAZ | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $194,040 | $0 | $2,500 | ||
| AMY D'ANGELO | |||||||
| REGIONAL SUPERINTENDENT | 40.00 | $190,158 | $0 | $20,167 | Yes (X) | ||
| CHI YOUNG TSCHANG | |||||||
| REGIONAL SUPERINTENDENT | 40.00 | $192,681 | $0 | $18,983 | Yes (X) | ||
| MAX KOLTUV | |||||||
| REGIONAL SUPERINTENDENT | 40.00 | $202,554 | $0 | $18,015 | Yes (X) | ||
| RALPH HARRIS FERRELL | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $213,029 | $0 | $24,778 | Yes (X) | ||
| THOMAS KAISER | |||||||
| CHIEF TALENT OFFICER | 40.00 | $195,825 | $0 | $8,946 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,767,310 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,291 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIGITAL BACK OFFICE | |||||
| 192 NAUGATUCK AVE | MILFORD | CT | 06460 | INTERNET SERVICES | $1,268,012 |
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | EDUCATION SERVICES | $287,000 |
| JEFFREY IMRICH | |||||
| 187 PINEHURST AVE | NEW YORK | NY | 10033 | CONSULTANT SERVICES | $192,351 |
| TRANSCEND INC | |||||
| 159 LINCOLN AV | HASTINGINHUDSON | NY | 10706 | CURRICULUM DEVELOPMENT | $176,433 |
| LISA STONE | |||||
| 539 EAST LURAY AVENUE | ALEXANDRIA | VA | 22301 | CONSULTANT SERVICES | $130,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $32,493,326 | AllOtherContributionsAmt |
| Total Contributions | $32,493,326 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE | 541610 | $19,021,031 | $19,021,031 |
| ANCILLARY SCHOOL SERVICES SUPPORT | 541610 | $2,878,001 | $2,878,001 |
| FEDERAL E-RATE FUNDING | 541610 | $1,068,748 | $1,068,748 |
| CHARTER START UP | 541610 | $759,840 | $759,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,727,620 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,496 | TotalRevenueColumnAmt |
| Exclusion | $67,496 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CURRICULUM DEVELOPMENT REVENUE | 900099 | $683,000 | $683,000 |
| MISCELLANEOUS REVENUE | 900099 | $41,645 | $41,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $724,645 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,013,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,452,265 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,496 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,694,076 | TotalAmt |
| Program Services | $11,694,076 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,248 | TotalAmt |
| Program Services | $10,248 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,292 | TotalAmt |
| Program Services | $692,560 | ProgramServicesAmt |
| Management And General | $93,895 | ManagementAndGeneralAmt |
| Fundraising | $28,837 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,445,088 | TotalAmt |
| Program Services | $17,365,487 | ProgramServicesAmt |
| Management And General | $2,353,772 | ManagementAndGeneralAmt |
| Fundraising | $725,829 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,739 | TotalAmt |
| Program Services | $319,319 | ProgramServicesAmt |
| Management And General | $43,618 | ManagementAndGeneralAmt |
| Fundraising | $11,802 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,770 | TotalAmt |
| Program Services | $1,562,574 | ProgramServicesAmt |
| Management And General | $213,446 | ManagementAndGeneralAmt |
| Fundraising | $57,750 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,404 | TotalAmt |
| Program Services | $1,443,820 | ProgramServicesAmt |
| Management And General | $197,223 | ManagementAndGeneralAmt |
| Fundraising | $53,361 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,319 | TotalAmt |
| Program Services | $98,723 | ProgramServicesAmt |
| Management And General | $12,505 | ManagementAndGeneralAmt |
| Fundraising | $4,091 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,100 | TotalAmt |
| Program Services | $43,746 | ProgramServicesAmt |
| Management And General | $5,541 | ManagementAndGeneralAmt |
| Fundraising | $1,813 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,500 | TotalAmt |
| Management And General | $82,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,497 | TotalAmt |
| Program Services | $978,503 | ProgramServicesAmt |
| Management And General | $41,444 | ManagementAndGeneralAmt |
| Fundraising | $40,550 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,090 | TotalAmt |
| Program Services | $186,356 | ProgramServicesAmt |
| Management And General | $16,734 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,254 | TotalAmt |
| Program Services | $275,917 | ProgramServicesAmt |
| Management And General | $94,872 | ManagementAndGeneralAmt |
| Fundraising | $1,465 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,665 | TotalAmt |
| Program Services | $415,573 | ProgramServicesAmt |
| Management And General | $42,672 | ManagementAndGeneralAmt |
| Fundraising | $420 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,801 | TotalAmt |
| Program Services | $824,865 | ProgramServicesAmt |
| Management And General | $88,936 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,268 | TotalAmt |
| Program Services | $485,648 | ProgramServicesAmt |
| Management And General | $116,480 | ManagementAndGeneralAmt |
| Fundraising | $16,140 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,636 | TotalAmt |
| Program Services | $31,172 | ProgramServicesAmt |
| Management And General | $3,464 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,044 | TotalAmt |
| Program Services | $184,044 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,713 | TotalAmt |
| Program Services | $8,033 | ProgramServicesAmt |
| Management And General | $553 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOOL PROGRAM SUPPORT | $1,875,256 | $1,706,750 | $166,435 | $2,071 |
| PROFESSIONAL DEVELOPMEN | $833,198 | $712,976 | $113,970 | $6,252 |
| RECRUITMENT OF SCHOOL A | $421,832 | $415,156 | $5,201 | $1,475 |
| GOVERNANCE, ADVOCACY AN | $109,145 | $79,335 | $10,572 | $19,238 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,438 | TotalAmt |
| Program Services | $71,431 | ProgramServicesAmt |
| Management And General | $11,476 | ManagementAndGeneralAmt |
| Fundraising | $531 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,293,373 | TotalAmt |
| Program Services | $39,606,312 | ProgramServicesAmt |
| Management And General | $3,715,309 | ManagementAndGeneralAmt |
| Fundraising | $971,752 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,450 | BOYAmt |
| EOY | $4,746,934 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,874 | BOYAmt |
| EOY | $5,122 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,888,493 | BOYAmt |
| EOY | $18,301,526 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,942,669 | BOYAmt |
| EOY | $2,004,038 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,418 | BOYAmt |
| EOY | $474,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,659,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,381,212 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,855 | BOYAmt |
| EOY | $277,811 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,411,431 | BOYAmt |
| EOY | $2,331,427 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,867,190 | BOYAmt |
| EOY | $28,141,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,523,833 | BOYAmt |
| EOY | $2,057,597 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,967 | BOYAmt |
| EOY | $82,740 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,514,849 | BOYAmt |
| EOY | $3,339,196 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,896 | BOYAmt |
| EOY | $1,423,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,348,545 | BOYAmt |
| EOY | $6,902,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,280 | BOYAmt |
| EOY | $3,974,672 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,651,365 | BOYAmt |
| EOY | $17,263,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,518,645 | BOYAmt |
| EOY | $21,238,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,867,190 | BOYAmt |
| EOY | $28,141,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,719,714 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,937,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,827,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,318,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,871,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,493,326 | CurrentTaxYearAmt |
| Total | $117,449,008 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,937,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,827,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,318,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,871,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,493,326 | CurrentTaxYearAmt |
| Total | $117,449,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,160,703 | SubstantialContributorsTotAmt |
| Public Support Total170 | $94,288,305 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,496 | CurrentTaxYearAmt |
| Total | $626,616 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $820,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $746,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $724,645 | CurrentTaxYearAmt |
| Total | $2,525,447 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $120,601,071 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,727,490 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2013 AMOUNT: $ 820,130. 2014 AMOUNT: $ 15,725. LEGAL SERVICES - 2014 AMOUNT: $ 72,500. 2015 AMOUNT: $ 146,000. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 2,447. 2017 AMOUNT: $ 41,645. CURRICULUM DEVELOPMENT REVENUE - 2016 AMOUNT: $ 744,000. 2017 AMOUNT: $ 683,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $91,660 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $91,660 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS STAFF MEMBERS WHO ENGAGE IN VARIOUS FORMS OF LOBBYING TO FURTHER THE CAUSE OF CHARTER SCHOOLS IN NEW YORK AND CONNECTICUT. IT ALSO HAS A CONTRACT WITH RICAN FOR LOBBYING ACTIVITY IN RHODE ISLAND. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $863,651 | OtherCostOrOtherBasisAmt |
| Depreciation | $630,478 | DepreciationAmt |
| Book Value | $233,173 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $325,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $322,518 | DepreciationAmt |
| Book Value | $2,544 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $470,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $428,216 | DepreciationAmt |
| Book Value | $42,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $277,811 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SCHOOLS | $2,279,969 |
| SECURITY DEPOSIT | $51,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,331,427 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SCHOOLS | Desc |
| Amt | $1,423,270 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,423,270 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,319,011 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$11,694,076 | OtherRevenueAmt |
| Revenue Not Reported | -$11,694,076 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,013,087 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,013,087 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,599,297 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,599,297 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $11,694,076 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,694,076 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,293,373 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AF HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2018. AF'S FEDERAL TAX RETURNS PRIOR TO FISCAL YEAR 2015 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, AF WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF MANAGEMENT AND GENERAL EXPENSES IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE STATEMENT OF FINANCIAL POSITION. AF DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED JUNE 30, 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS TO SCHOOLS -11,694,076. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO SCHOOLS 11,694,076. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST BRIDGEPORT ACADEMY | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06513 | 371543858 | 501(C)(3) | $1,476,413 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| ACHIEVEMENT FIRST BROOKLYN CHARTER SCHOOL | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06513 | 205118947 | 501(C)(3) | $15,020 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| ACHIEVEMENT FIRST HARTFORD ACADEMY | |||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | 262236909 | 501(C)(3) | $2,572,500 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| ACHIEVEMENT FIRST RHODE ISLAND INC | |||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | 461986417 | 501(C)(3) | $712,285 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| AMISTAD ACADEMY INC | |||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | 061546695 | 501(C)(3) | $1,904,364 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| ELM CITY COLLEGE PREPARATORY INC | |||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | 205196171 | 501(C)(3) | $3,128,913 | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP TO ATTEND UNIVERSITY PROGRAM | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $10,248 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS GIVEN TO THE SCHOOLS ARE FOR OPERATING AND FACILITY ACQUISITION/RENOVATION EXPENSES. ACHIEVEMENT FIRST, INC. PLAYS AN OVERSIGHT ROLE FOR EACH SCHOOL IN MONITORING THE USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DACIA TOLL | ||||||||||||||
| CO-CEO AND PRESIDENT | $270,503 | $0 | $20,000 | $0 | $180 | $0 | $2,500 | $0 | $8,946 | $0 | $302,129 | $0 | $0 | $0 |
| DOUGLAS MCCURRY | ||||||||||||||
| CO-CEO AND SUPERINTENDENT | $268,160 | $0 | $20,000 | $0 | $180 | $0 | $2,500 | $0 | $18,956 | $0 | $309,796 | $0 | $0 | $0 |
| VICTOR DE LA PAZ | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $193,920 | $0 | $0 | $0 | $120 | $0 | $2,500 | $0 | $0 | $0 | $196,540 | $0 | $0 | $0 |
| AMY D'ANGELO | ||||||||||||||
| REGIONAL SUPERINTENDENT | $190,038 | $0 | $0 | $0 | $120 | $0 | $2,500 | $0 | $17,667 | $0 | $210,325 | $0 | $0 | $0 |
| CHI YOUNG TSCHANG | ||||||||||||||
| REGIONAL SUPERINTENDENT | $192,561 | $0 | $0 | $0 | $120 | $0 | $2,500 | $0 | $16,483 | $0 | $211,664 | $0 | $0 | $0 |
| MAX KOLTUV | ||||||||||||||
| REGIONAL SUPERINTENDENT | $202,434 | $0 | $0 | $0 | $120 | $0 | $2,500 | $0 | $15,515 | $0 | $220,569 | $0 | $0 | $0 |
| RALPH HARRIS FERRELL | ||||||||||||||
| CHIEF OPERATING OFFICER | $212,849 | $0 | $0 | $0 | $180 | $0 | $2,500 | $0 | $22,278 | $0 | $237,807 | $0 | $0 | $0 |
| THOMAS KAISER | ||||||||||||||
| CHIEF TALENT OFFICER | $195,698 | $0 | $0 | $0 | $127 | $0 | $2,500 | $0 | $6,446 | $0 | $204,771 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SOME OF THE INDIVIDUALS LISTED ON FORM 990, PART VII, RECEIVED BONUSES. THESE AMOUNTS WERE APPROVED BY THE BOARD AND INCLUDED IN THE INDIVIDUALS W-2S. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS GIVEN TO THE BOARD CHAIR WHO REVIEWS IT ON BEHALF OF THE BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990 IS ALSO REVIEWED BY THE CONTROLLER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED ANNUALLY, TO DISCLOSE CONFLICTS OF INTEREST. VENDORS AND OTHER MAJOR CONTRACTORS ARE REQUIRED TO ENSURE THERE ARE NO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CONCERNED PARTY'S SALARIES ARE DETERMINED THROUGH COMPARISON TO SIMILAR ORGANIZATIONS AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT NO COST TO THE PUBLIC. THE ORGANIZATION'S FORM 990 IS AVAILABLE BOTH UPON REQUEST AND ON THE WEBSITE WWW.GUIDESTAR.ORG. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |