2019-03-25T13:55:37-05:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 7037063300 2019-03-25 1 AMY BOLAND CPA P01329488 3019519090 75.103.231.202 2019-03-25 14:55:11 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 4ACDB5D53FDE98D804D741C63A1CB21018333566 2017 2019-02-21 02:37:17Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 35003040 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 15 14 315 14 0 43531 3492819 3798697 33679753 31079692 -130438 104480 21063 20171 37063197 35003040 0 0 0 0 7930716 8333862 0 0 622724 27550201 26206722 35480917 34540584 1582280 462456 12725298 14528046 6174551 7517470 6550747 7010576 X THE CLOSE UP FOUNDATION IS A NONPROFIT, NONPARTISAN CITIZENSHIP EDUCATION ORGANIZATION THAT WORKS TO PROMOTE RESPONSIBLE AND INFORMED PARTICIPATION IN THE DEMOCRATIC PROCESS THROUGH EDUCATIONAL PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS. 0 0 16731198 15982677 WASHINGTON HIGH SCHOOL PROGRAM: A SERIES OF PROGRAMS ABOUT GOVERNMENT AND POLITICS IN WASHINGTON, DC FOR SECONDARY SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. 12584021 13547252 WASHINGTON MIDDLE SCHOOL PROGRAM: A SERIES OF SEMINARS IN WASHINGTON, DC ABOUT GOVERNMENT AND POLITICS FOR MIDDLE SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICES WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 880006 1187792 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 164693 361971 ACADEMIC MATERIALS/PROFESSIONAL DEVELOPMENT 164693 361971 30359918 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 104 0 1 315 1 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 40.00 X X 294272 0 14405 JOEL JANKOWSKY CHAIRMAN 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 MICHAEL A ANDREWS DIRECTOR 1.50 X 0 0 0 JENNIFER L BENDALL DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 KIRK FRANCIS DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 JANET HALE DIRECTOR 1.50 X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 MARGERY KRAUS DIRECTOR 1.50 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.50 X 0 0 0 THOMAS SPULAK DIRECTOR 1.50 X 0 0 0 JOHN E SUNUNU DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 40.00 X 233800 0 12282 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 40.00 X 199738 0 17329 MIA CHARITY VP, DEVELOPMENT 40.00 X 175900 0 10276 JODI MITEVA VP, MARKETING, IT, TRANSPORT., ADMIN. 40.00 X 159422 0 9875 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 151176 0 6081 PHOEBE HUNT SALES REP 40.00 X 133118 0 5792 LINDSEY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 40.00 X 141890 0 8977 SHANNON AHRENS DIRECTOR, SALES & OUTREACH 40.00 X 132254 0 10316 MELISSA WILLIAMS REGIONAL MGR., SALES & OUTREACH 40.00 X 120303 0 25751 LUKE STALLINGS REGIONAL MGR., SALES & OUTREACH 40.00 X 116646 0 8089 1858519 0 129173 13 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 LODGING 2938070 UNITED AIRLINES - UATP PO BOX 733229 DALLAS TX 75373 TRANSPORTATION 2527089 AMERICAN AIRLINES PO BOX 70536 CHICAGO IL 60673 TRANSPORTATION 1521398 HYATT REGENCY CRYSTAL CITY PO BOX 206595 DALLAS TX 75320 LODGING 1094926 WASHINGTON HILTON 1919 CONNECTICUT AVE NW WASHINGTON DC 20009 LODGING 1063632 24 915627 2883070 3798697 TUITION AND FEES 900099 30717721 30717721 ACADEMIC MATERIALS 900099 361971 361971 31079692 104480 104480 MISCELLANEOUS 900099 20171 20171 20171 35003040 31079692 0 124651 1397246 547524 522891 326831 6136020 4650967 1356059 128994 48687 285761 -253251 16177 179083 663328 -538689 54444 572826 572826 2565 2565 27131 27131 374090 167661 187968 18461 689511 641842 8299 39370 167889 109232 57945 712 396905 323940 51258 21707 8889261 8858565 22517 8179 10988 10591 397 259946 259946 700972 14904 686068 UBI TAX EXPENSE 10005 10005 PROGRAM LODGING 5232078 5232078 PROGRAM MEALS 4817490 4817490 TRANSFERS AND TOURS 2314518 2313618 900 2313373 1722417 583107 7849 34540584 30359918 3557942 622724 49245 8127275 4952906 100000 106400 639722 683308 1445 15198 618026 1413278 2383014 1577411 895115 805603 2257492 6408926 86223 93182 12725298 14528046 2556993 2912558 2924593 4040874 692965 564038 6174551 7517470 X 5190081 5662762 1181041 1168189 179625 179625 6550747 7010576 12725298 14528046 462456 -2627 0 X 0 1 X 1 1 1 X 3197885 3330448 3835071 3492819 3798697 17654920 3197885 3330448 3835071 3492819 3798697 17654920 4041680 13613240 11059 11998 20837 83811 104480 232185 57355 75838 66341 21063 20171 240768 18127873 139720050 0.75100 0.76370 X 0 0 0 34540584 34540584 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 179625 107875 287500 179625 3022 3022 179625 164625 15000 570 570 179625 164625 2300 2300 164625 164625 2313 2313 164625 0.37520 0.62480 0.00000 0 0 692545 472189 220356 4400 4400 0 1686069 1100822 585247 805603 DEFERRED RENTAL ABATEMENT 564038 564038 X 35000863 -2627 450 -2177 35003040 0 35003040 34541034 450 450 34540584 0 34540584 PART V, LINE 4: THE INVESTMENT INCOME IS RESTRICTED TO PROVIDE SCHOLARSHIPS FOR CLOSE UP PROGRAMS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2018, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT & CEO 244272 0 50000 0 0 0 6115 0 8290 0 308677 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 183698 0 50102 0 0 0 5351 0 6931 0 246082 0 0 0 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 122637 0 77101 0 0 0 3518 0 13811 0 217067 0 0 0 MIA CHARITY VP, DEVELOPMENT 120799 0 55101 0 0 0 3517 0 6759 0 186176 0 0 0 JODI MITEVA VP, MARKETING, IT, TRANSPORT., ADMIN 113321 0 46101 0 0 0 3193 0 6682 0 169297 0 0 0 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 131075 0 20101 0 0 0 3898 0 2183 0 157257 0 0 0 LINDSEY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 89289 0 52601 0 0 0 3185 0 5792 0 150867 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: TIMOTHY DAVIS $50,000 ERIC ADYDAN $50,102 STEPHANIE STARGELL $20,101 MIA CHARITY $55,101 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 6/30/17, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. FOR THE CURRENT YEAR'S REVIEW, THE BOARD USED A STUDY OF OFFICER COMPENSATION TO EVALUATE THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. BOTH THE STUDY AND BOARD DETERMINATION WERE REVIEWED BY THE GENERAL COUNSEL. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2017. THE 2017 COMPARATIVE COMPENSATION SURVEY IS STILL VERY RELEVANT AS THE COMPENSATION FOR THE POSITIONS IDENTIFIED HAS NOT SIGNIFICANTLY CHANGED SINCE THEN. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST.