2019-09-19T09:34:22-05:00 2018-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-01-01 943281780 NEW SCHOOLS FUND NEWS 4156156860 1616 FRANKLIN STREET 2ND FLOOR OAKLAND CA 94612 AMY OMAND CFO 4156156860 2019-09-18 1 KATY BROWN P00650274 9257902600 2019-09-18 38.111.205.16 2019-09-18 20:13:42 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2018 2019-02-21 02:37:17Z NEWSCHOOLS VENTURE FUND STACEY CHILDRESS 1616 FRANKLIN STREET 2ND FLOOR OAKLAND CA 94612 133194457 0 X WWW.NEWSCHOOLS.ORG X 1998 CA NEW SCHOOLS FUND'S MISSION IS TO IMPROVE PUBLIC EDUCATION. 7 6 39 6 0 9075 35891445 38139052 324642 834593 361068 481808 0 0 36577155 39455453 21435984 21387360 0 0 5951478 6204793 0 0 748436 8309558 7686086 35697020 35278239 880135 4177214 38487864 44604194 885072 1592166 37602792 43012028 TO IMPROVE PUBLIC EDUCATION BY IDENTIFYING AND SUPPORTING THE MOST PROMISING EDUCATION VENTURES IN THE COUNTRY, AND CREATING A NATIONWIDE NETWORK OF EDUCATION ENTREPRENEURS COMMITTED TO CLOSING THE ACHIEVEMENT GAP. 0 0 29769304 21287360 VENTURE FUNDING AND SUPPORT: NEWSCHOOLS RAISES PHILANTHROPIC DOLLARS AND INVESTS THEM IN ENTREPRENEURS AND TEAMS OF EDUCATORS. WE FIND, FUND, AND SUPPORT ORGANIZATIONS THAT ARE REIMAGINING EDUCATION. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE, NEWSCHOOLS ALSO PROVIDES ADDITIONAL RESOURCES INCLUDING CONVENINGS, ACCESS TO RESEARCH, PARTICIPATION IN A COHORT, AND MANAGEMENT ASSISTANCE. OUR INVESTMENT AREAS ARE INNOVATIVE SCHOOLS, ED TECH, AND DIVERSE LEADERS. REVENUE EQUALS THE GAIN (LOSS) ON MISSION RELATED INVESTMENTS. 1285087 511703 CONVENING: NEWSCHOOLS SUMMIT IS AN ANNUAL INVITATION-ONLY GATHERING FOR EDUCATION LEADERS WHO BRING IMPORTANT AND DIVERSE PERSPECTIVES IN K-12 EDUCATION. AVERAGE ATTENDANCE IS APPROXIMATELY 1,200 ENTREPRENEURS, EDUCATORS, COMMUNITY LEADERS, PHILANTHROPISTS, AND POLICY MAKERS. THEY MEET TO SHARE IDEAS AND CHALLENGE EACH OTHER ON HOW TO ENSURE EVERY STUDENT HAS ACCESS TO A GREAT SCHOOL THAT PREPARES THEM TO ACHIEVE THEIR MOST AMBITIOUS DREAMS AND PLANS. NEWSCHOOLS USES ITS THOUGHT LEADERSHIP TO INFUSE THE SECTOR WITH IMPORTANT IDEAS AND GRAPPLE WITH TOUGH ISSUES. WE EARNED REVENUE OF $480K ON TICKET SALES TO THE EVENT, AND IN ADDITION RAISED SPONSORSHIP CONTRIBUTIONS TO FULLY COVER THE COST OF THE EVENT. 661841 100000 322890 FISCAL SPONSORSHIPS: NEWSCHOOLS HAS PARTNERED WITH OTHER ENTREPRENEURIAL EDUCATION ORGANIZATIONS IN FISCAL SPONSORSHIP ARRANGEMENTS TO SUPPORT THOSE ORGANIZATIONS AS THEY LAUNCH INTO NEW 501(C)(3) ORGANIZATIONS. 31716232 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 63 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X X AMY OMAND 4156156860 1616 FRANKLIN STREET 2ND FLOOR OAKLAND CA 94612 BROOK BYERS BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER GABRIELI BOARD MEMBER 1.00 X 0 0 0 KIM SMITH BOARD MEMBER 1.00 X 0 0 0 ROB STAVIS BOARD MEMBER 1.00 X 0 0 0 PAULA SNEED BOARD MEMBER 1.00 X 0 0 0 LISETTE NIEVES BOARD MEMBER 1.00 X 0 0 0 STACEY CHILDRESS CHIEF EXECUTIVE OFFICER 40.00 X X 517531 0 28671 MEGHAN AMROFELL CHIEF OPERATING OFFICER (THRU 11/18) 40.00 X 215392 0 23517 DARYL PEAGLER CHIEF OPERATING OFFICER (START 10/18) 40.00 X 52647 0 3532 FRANCES MESSANO SENIOR MANAGING PARTNER 40.00 X 281159 0 24447 DEBORAH MCGRIFF MANAGING PARTNER 40.00 X 272926 0 26542 TONIKA CHEEK CLAYTON MANAGING PARTNER 40.00 X 232190 0 33395 SCOTT BENSON MANAGING PARTNER 40.00 X 232355 0 35758 DEBORAH VENEY DIR. OF COMMUNICATIONS 40.00 X 223317 0 28867 AMY OMAND DIR. OF FINANCE 40.00 X 209739 0 14472 JASON ATWOOD DIR. OF RESEARCH & LEARNING 40.00 X 186460 0 21632 ARIELLE KINDER PARTNER 40.00 X 218935 0 22971 RUTH RICHERSON DIR. OF DEVELOPMENT 40.00 X 176436 0 22094 2819087 0 285898 17 0 1 0 WESTED 4665 LAMPSON AVENUE LOS ALAMITOS CA 90720 RESEARCH PARTNERSHIP 1089500 TRANSFORMING EDUCATION 115 BROAD STREET 4TH FLOOR BOSTON MA 02110 RESEARCH PARTNERSHIP 856302 TRANSCEND INC 159 LINCOLN AVENUE HASTINGS-ON-HUDS NEW YORK NY 10706 PROJECT CONSULTING 670000 CATALYST EDUCATION INC 839 WEBSTER STREET NEW ORLEANS LA 70118 PROJECT CONSULTING 475200 NORTHWEST EVENT TECHNOLOGY LLC 14780 NE 95TH STREET REDMOND WA 98052 EVENT PRODUCTION 403450 13 38139052 6127413 38139052 PROGRAM SERVICE FEES 900099 834593 834593 834593 439198 439198 93781614 93739004 42610 42610 42610 39455453 834593 0 481808 X 21159860 21159860 227500 227500 2094296 1575706 391918 126672 3266806 2029306 839150 398350 178917 95704 56549 26664 357826 227652 102014 28160 306948 199787 75382 31779 13017 12277 740 66184 66184 4590371 4292603 211974 85794 176056 109389 58093 8574 62109 4057 50174 7878 339272 20394 306878 12000 403265 403265 296563 259825 30976 5762 69851 50626 17094 2131 6777 6777 137580 137580 18340 18340 EVENTS 1506701 1451546 40483 14672 35278239 31716232 2813571 748436 892189 2517482 11746613 5133795 419078 62059 55614 35498 626268 393568 354208 232700 12555145 23034584 12402267 13525326 62750 62750 38487864 44604194 628566 1016637 225000 538000 31506 37529 885072 1592166 X 34179349 39385637 3423443 3626391 37602792 43012028 38487864 44604194 4177214 1232022 0 X X 0 1 X 1 0 X 23633194 55434035 94556722 35891445 38139052 247654448 23633194 55434035 94556722 35891445 38139052 247654448 52786564 194867884 318672 338477 174295 285364 439198 1556006 62347 62347 249272801 2547460 0.78170 0.79300 X 0 0 0 35288080 35288080 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 132059 67700 64359 428126 278125 150001 66083 47743 18340 232700 PROGRAM RELATED INVESTMENTS 1716690 C NEW SCHOOLS SEED LP 11808636 F 13525326 X 40697316 1232022 9841 1241863 39455453 0 39455453 35288080 9841 9841 35278239 0 35278239 PART X, LINE 2: NEWSCHOOLS HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODES AND ACCORDINGLY, IS EXEMPT FROM INCOME TAXES ON RELATED BUSINESS INCOME. CONTRIBUTIONS TO NEWSCHOOLS ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER IRC SECTION 170(B)(1)(A). NEWSCHOOL'S CURRENT ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED NEWSCHOOLS' TAX POSITIONS AND CONCLUDED THAT NEWSCHOOLS HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. NEWSCHOOLS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2014. 1 EDUCATION FORWARD DC 1805 7TH STREET NW 6TH FLOOR WASHINGTON DC 20001 811823628 501(C)(3) 100000 FISCAL SPONSORSHIP SAN MARCOS CISD 501 S LBJ DRIVE SAN MARCOS TX 78666 746002246 SAN MARCOS 25000 INNOVATIVE SCHOOLS- INVENT EDGECOMBE COUNTY PUBLIC SCHOOLS 2311 N MAIN STREET TARBORO NC 27886 566001023 EDGECOMBE COUNTY 25000 INNOVATIVE SCHOOLS- INVENT CHIEFS FOR CHANGE 1455 PENNSYLVANIA AVE NW SUITE 400-311 WASHINGTON DC 20004 472373903 501(C)(3) 180000 DIVERSE LEADERS CHOICE GROUP INC 3668 JASMINE AVE SUITE 2 LOS ANGELES CA 90034 205553186 501(C)(3) 215000 INNOVATIVE SCHOOLS- INVENT LIVING SCHOOL 1571 NORTH DORGENOIS STREET NEW ORLEANS LA 70119 821949714 501(C)(3) 215000 INNOVATIVE SCHOOLS- INVENT BROOKLYN NAVY YARD DEVELOPMENT CORP 63 FLUSHING AVENUE UNIT 300 BROOKLYN NY 11205 112137138 501(C)(3) 75000 INNOVATIVE SCHOOLS- INVENT COLORADO LEAGUE OF CHARTER SCHOOLS 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300 N BROAD STREET SUITE 207 NEW ORLEANS LA 70119 721409800 501(C)(3) 205000 DIVERSE LEADERS PROFOUND GENTLEMEN 7715 KREFELD GLEN DRIVE APT 511 CHARLOTTE NC 28227 472225983 501(C)(3) 205000 DIVERSE LEADERS ONETILT 1342 FLORIDA AVE NW C/O WEWORK MANHATTAN LAUNDRY WASHINGTON DC 20009 821889832 501(C)(3) 180000 DIVERSE LEADERS 103 18 BUSINESS PLANNING GRANT 3 227500 PART I, LINE 2: NEW SCHOOLS' GRANT AGREEMENTS INCLUDE SPECIFICATIONS THAT GRANTEES COMPLETE SPECIFIC MILESTONES OR SUBMIT REPORTS BY CERTAIN DATES IN ORDER TO RECEIVE FUNDS. IN SOME INSTANCES, PARTNERS WILL APPROVE DISBURSEMENT OF FUNDS IF EXTENUATING CIRCUMSTANCES IMPACT MEETING MILESTONES ON A TIMELY BASIS. NEW SCHOOLS' PARTNERS CONDUCT REGULAR MANAGEMENT ASSISTANCE CALLS AND SITE VISITS, ALLOWING THEM TO DIRECTLY MONITOR THE USE OF THE GRANT FUNDING. X X X X X 0 0 0 0 0 0 0 0 0 STACEY CHILDRESS CHIEF EXECUTIVE OFFICER 405031 0 112500 0 0 0 19250 0 9421 0 546202 0 0 0 MEGHAN AMROFELL CHIEF OPERATING OFFICER (THRU 11/18) 195606 0 19786 0 0 0 15077 0 8440 0 238909 0 0 0 FRANCES MESSANO SENIOR MANAGING PARTNER 233733 0 47426 0 0 0 17676 0 6771 0 305606 0 0 0 DEBORAH MCGRIFF MANAGING PARTNER 243600 0 29326 0 0 0 17121 0 9421 0 299468 0 0 0 TONIKA CHEEK CLAYTON MANAGING PARTNER 191771 0 40419 0 0 0 14247 0 19148 0 265585 0 0 0 SCOTT BENSON MANAGING PARTNER 191771 0 40584 0 0 0 16610 0 19148 0 268113 0 0 0 DEBORAH VENEY DIR. OF COMMUNICATIONS 184588 0 38729 0 0 0 14395 0 14472 0 252184 0 0 0 AMY OMAND DIR. OF FINANCE 174200 0 35539 0 0 0 14355 0 117 0 224211 0 0 0 JASON ATWOOD DIR. OF RESEARCH & LEARNING 153761 0 32699 0 0 0 12211 0 9421 0 208092 0 0 0 ARIELLE KINDER PARTNER 168350 0 50585 0 0 0 13550 0 9421 0 241906 0 0 0 RUTH RICHERSON DIR. OF DEVELOPMENT 145392 0 31044 0 0 0 12673 0 9421 0 198530 0 0 0 X 4 6127413 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S ACCOUNTING FIRM WILL FORWARD THE FORM 990 TO THE CFO FOR REVIEW. THE CFO WILL THEN FORWARD THE FORM 990 TO THE CEO AND COO FOR REVIEW. THE FORM 990 WILL THEN BE SHARED WITH THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS. THE CFO ENCOURAGES THE BOARD OF DIRECTORS TO REVIEW THE FORM 990 AND TO FORWARD ANY QUESTIONS TO HER. THE CFO WILL ADDRESS QUESTIONS FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ITS OFFICERS, EMPLOYEES, AND AGENTS REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE CEO, WHO REVIEWS ANY SUCH REPORT WITH THE FULL BOARD OF DIRECTORS, WHICH THEN MAKES A DETERMINATION AS TO WHETHER ANY SUCH CONFLICT EXISTS. THE BOARD OF DIRECTORS DOCUMENTS ANY SUCH DETERMINATION IN THE MINUTES OF THE APPROPRIATE MEETINGS OF THE BOARD OF DIRECTORS AND ANY DIRECTIVE PERTAINING THERETO. CONFLICTS THAT RELATE TO AN INVESTMENT DECISION REQUIRING BOARD APPROVAL RESULT IN THE RECUSAL OF THAT INDIVIDUAL FROM THE RECOMMENDATION AND APPROVAL PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINED COMPENSATION STUDIES FROM SEVERAL INDEPENDENT SOURCES TO COMPILE INFORMATION USED AS A METRIC FOR SALARY INCREASES ACROSS THE ORGANIZATION, INCLUDING THE CEO AND OTHER EXECUTIVE MANAGEMENT. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS (BOD), CONDUCTS THE REVIEW OF THE CEO AND DEVELOPS A RECOMMENDATION FOR THE FULL BOD. THE FORMAL PERFORMANCE EVALUATION AND COMPENSATION DECISION IS DONE IN EXECUTIVE SESSION. THE CEO CONDUCTS PERFORMANCE REVIEWS AND SETS COMPENSATION FOR THE SENIOR EXECUTIVES REPORTING TO HER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT ALL TIMES ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 3,674,285. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,674,285. PROJECT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 618,318. MANAGEMENT AND GENERAL EXPENSES 211,974. FUNDRAISING EXPENSES 85,794. TOTAL EXPENSES 916,086. NEWSCHOOLS SEED FUND LP 532 EMERSON STREET PALO ALTO CA 94301 813037754 ACQUIRE & HOLD MISSION RELATED INVESTMENTS CA NEW SCHOOLS FUND RELATED -144257 9967085 0 0 0.80000 NEWSCHOOLS CAPITAL LLC 532 EMERSON STREET PALO ALTO CA 94301 473212503 MGMT OF SEED FUND INVESTMENTS CA N/A RELATED 100124 43178 0 0 0.50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NEWSCHOOLS SEED LP B 200000 FMV NEWSCHOOLS SEED LP S 373808 FMV