AMERICA ACHIEVES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICA ACHIEVES INC (EIN 27-3238471)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-13
- IRS object ID
- 201821949349300632
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-13T09:39:08-07:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHALL & ASHENFARB CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 5th Ave 15th Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100166517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273238471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | America Achieves Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6468546083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 West 33rd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jon Schnur | PersonNm |
| Person Title | Exec. Chairman | PersonTitleTxt |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Schall | PreparerPersonNm |
| PTIN | P02024184 | PTIN |
| Phone | 2122682800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jon Schnur | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 Morton Street Ground Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,809,055 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.americaachieves.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | America Achieves is a nonprofit organization dedicated to ensuring young people get the best possible education and preparation to lead and succeed in a changing world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,340,636 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,765,674 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,570 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,796 | PYInvestmentIncomeAmt |
| CY Investment Income | $826 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,540 | PYOtherRevenueAmt |
| CY Other Revenue | $32,985 | CYOtherRevenueAmt |
| PY Total Revenue | $14,453,260 | PYTotalRevenueAmt |
| CY Total Revenue | $10,809,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $688,030 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $974,565 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,572,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,389,127 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $529,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,986,326 | PYOtherExpensesAmt |
| CY Other Expenses | $3,955,915 | CYOtherExpensesAmt |
| PY Total Expenses | $18,247,181 | PYTotalExpensesAmt |
| CY Total Expenses | $9,319,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,793,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,489,448 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,491,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,690,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,000,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $740,769 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,490,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,949,744 | NetAssetsOrFundBalancesEOYAmt |
| Mission | America Achieves has built a successful accelerator model helping experienced, entrepreneurial leaders successfully launch and scale nonprofit initiatives aimed at policy or systemic impact. The organization is now building on its track record and expertise, and responding to unprecedented shifts in the economy. After completing a strategic review, the organization decided to focus its unique core capabilities on aligning education and skills to economic opportunity, especially the evolution and future of work. The organization is looking to apply its incubation, accelerator and field building work in service of helping a diverse population access the education and skills needed for upwardly mobile careers while helping employers address priority workforce needs. America Achieves mission is to create clear pathways for economic advancement, civic engagement, and success for all in a rapidly changing economy. The organization catalyzes large-scale impact by activating cross-sector leade | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,557,612 | ExpenseAmt |
| Grant | $974,565 | GrantAmt |
| Revenue | $9,570 | RevenueAmt |
| Desc | Results for America (RFA) is improving outcomes for young people, their families, and communities by promoting evidence-based, results-driven solutions. RFA has become a leading voice in advancing and driving evidence-based policy change, increasing awareness and building credibility for the practice among more elected officials and policymakers, particularly around the insufficient use of data and evidence in policy making and decision making. Results for America transitioned to become an independent 501(c)(3) organization in October 2016, a validation of the strength of RFA's track record and of the America Achieves accelerator model.CollegePoint is dedicated to increasing the number of high-achieving, low- and moderate-income students enrolling in top-performing colleges from 1/3 of 75,000 students in 2014 to more than 1/2 by 2020. America Achieves quarterbacks a coalition of non-profit organizations and philanthropic institutions and leads the ongoing assessment and improvement of the CollegePoint model. CollegePoint reached 12,000 Class of 2017 students. We significantly increased the number of students reached over last three years, growing from 1,300 Class of 2016 students to 8,300 Class of 2016 students to 12,000 in the Class of 2017. We have also deepened collaboration with the American Talent Initiative in order to increase the number of low- and moderate-income students at top schools by 50,000 by 2025.GripTape envisions a future in which youth-driven learning is a powerful force. A world where all young people have the opportunity to pursue their own interests; demonstrate their confidence and competence by seizing their own learning; and where youth demand and are afforded respect for their own learning pursuits. GripTape:Amplifies youth desire to pursue their own learningMakes resources directly available to thousands of youth, both in the present through the Challenge, and in the future as alumniFosters youth to youth connections for purposes of recruiting and supporting learningCreates, evaluates and refines the conditions needed for youth to drive their own learning so that we can do more to create those conditionsEmpowers and facilitates young people to lead both GripTape and a broader movement of youth-driven learningGripTape has completed 3 rapid learning cycles and started its fourth, with full research plans for each, and developed an information network of 100+ partners who provide guidance and support.Fellowship Programs: America Achieves also sought to promote models to accelerate educational excellence in schools, and has laid a foundation by engaging motivated teachers, principals, parents and superintendents through fellowships and networks to ensure its strategy is grounded in the view and practices of diverse educators. Programs in this area included:The America Achieves Educator Voice Fellowship. Founded in 2011, the Fellowship has developed a best-in-class program to support top teachers and principals to elevate their voices to influence public conversation and policy, with a network of 500+ Fellows nationally. Today, the Fellowship is creating networks of educators to be champions of effective approaches to better link education to jobs and careers. The Fellowship successfully launched the Louisiana program in September of 2017, the first of its kind to focus on creating tools and resources and developing and leveraging best practices bridging education and the workforce, developing a curriculum that will expose all students to career opportunities aligned with 21st-century skills. The Fellowship also concluded a successful year in NY and CO, where Fellows published 17 policy proposals, one of which became CO state law.Global Learning Network: GLN brings together world-leading, innovation-oriented high schools to understand the changing global economy and implications for career readiness and high school design and practices. From September 2016 to August 2017, the Global Learning Network enabled approximately 100 U.S. schools to participate in the online version of the OECD Test for Schools, an international benchmarking tool; hosted a national convening with approximately 240 participants from schools that participated in the OECD Test for Schools; and developed a Massachusetts specific professional learning community of schools that desired to learn from their benchmarking results. As part of this work, GLN also selected 30 exemplary high schools from 6 countries as "Global Learning Network World-Leading Learners" in order to recognize their performance and to share the promising practices in these schools that ensure their students are prepared for career and lifelong success. | Desc |
| Total Program Service Expenses | $7,557,612 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 176 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 80 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Ford | PersonNm |
| Phone | 6468546083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 West 33rd Street 917 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jon Schnur | |||||||||
| Exec. Chairman | 20.00 | 0.00 | Yes (X) | Yes (X) | $27,785 | $0 | $14,782 | ||
| Gil Dickoff | |||||||||
| Dir., Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ed Cohen | |||||||||
| Director | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jean Desravines | |||||||||
| Director | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Louise Langheier | |||||||||
| Director | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Keith Frome | |||||||||
| Director | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Claudia Aguirre | |||||||||
| Director | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Diane Ford | |||||||||
| CFAO | 40.00 | 0.00 | Yes (X) | $198,330 | $0 | $23,446 | |||
| Peter Kannam | |||||||||
| Managing Partner | 40.00 | 0.00 | $281,352 | $0 | $6,705 | Yes (X) | |||
| Laura Parkin | |||||||||
| Managing Partner | 30.00 | 0.00 | $240,900 | $0 | $16,449 | Yes (X) | |||
| Patrick Bryden Sweeney Taylor | |||||||||
| CEO, College Access & Success | 40.00 | 0.00 | $224,502 | $0 | $12,473 | Yes (X) | |||
| Mark Murphy | |||||||||
| CEO, GripTape | 40.00 | 0.00 | $238,471 | $0 | $24,625 | Yes (X) | |||
| Michelle Jolin | |||||||||
| CEO, Results for America | 30.00 | 0.00 | $199,752 | $0 | $789 | Yes (X) | |||
| David Medina | |||||||||
| COO, RFA | 40.00 | 0.00 | $234,650 | $0 | $11,725 | Yes (X) | |||
| Brett Kimmel | |||||||||
| CPO,College Access | 40.00 | 0.00 | $213,230 | $0 | $23,731 | Yes (X) | |||
| Simone Brody | |||||||||
| ED, WWC RFA | 40.00 | 0.00 | $220,207 | $0 | $13,275 | Yes (X) | |||
| Jade Grieve | |||||||||
| Chief of Staff | 40.00 | 0.00 | $209,502 | $0 | $12,173 | Yes (X) | |||
| Karen Anderson | |||||||||
| Sr. Advisor, RFA | 40.00 | 0.00 | $211,085 | $0 | $3,924 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,499,766 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $164,097 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blue Engine Message & Media Inc | |||||
| 1140 Connecticut Ave NW | Washington | DC | 20036 | Comm. Consultant | $422,161 |
| Education Counsel | |||||
| 101 Consitution Avenue NW STE 900 | Washington | DC | 20001 | Strategic Planning | $417,000 |
| Simpson Thacher & Bartlett LLP | |||||
| 425 Lexington Ave 8 | New York | NY | 10017 | Legal | $253,619 |
| NORC at University of Chicago | |||||
| 55 E Monroe Suite 2000 | Chicago | IL | 60603 | Data Mgt. & Research | $225,298 |
| NextWave Advocacy | |||||
| 4301 N Fairfax Dr 320 | Arlington | VA | 22203 | Comm. Consult | $193,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,765,674 | AllOtherContributionsAmt |
| Total Contributions | $10,765,674 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Earned Income | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $9,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,570 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,570 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $826 | TotalRevenueColumnAmt |
| Exclusion | $826 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $32,985 | TotalRevenueColumnAmt |
| Exclusion | $32,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,985 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,809,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,570 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $33,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,371 | TotalAmt |
| Program Services | $751,371 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,194 | TotalAmt |
| Program Services | $173,194 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,990 | TotalAmt |
| Program Services | $1,051,240 | ProgramServicesAmt |
| Management And General | $103,123 | ManagementAndGeneralAmt |
| Fundraising | $81,627 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471,395 | TotalAmt |
| Program Services | $1,535,123 | ProgramServicesAmt |
| Management And General | $621,022 | ManagementAndGeneralAmt |
| Fundraising | $315,250 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,669 | TotalAmt |
| Program Services | $22,978 | ProgramServicesAmt |
| Management And General | $10,420 | ManagementAndGeneralAmt |
| Fundraising | $5,271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,768 | TotalAmt |
| Program Services | $266,919 | ProgramServicesAmt |
| Management And General | $81,284 | ManagementAndGeneralAmt |
| Fundraising | $44,565 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,305 | TotalAmt |
| Program Services | $173,949 | ProgramServicesAmt |
| Management And General | $49,340 | ManagementAndGeneralAmt |
| Fundraising | $27,016 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,805 | TotalAmt |
| Management And General | $95,805 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,444,755 | TotalAmt |
| Program Services | $2,351,178 | ProgramServicesAmt |
| Management And General | $89,121 | ManagementAndGeneralAmt |
| Fundraising | $4,456 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046 | TotalAmt |
| Management And General | $2,046 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,484 | TotalAmt |
| Program Services | $64,969 | ProgramServicesAmt |
| Management And General | $18,426 | ManagementAndGeneralAmt |
| Fundraising | $10,089 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,349 | TotalAmt |
| Program Services | $203,862 | ProgramServicesAmt |
| Management And General | $57,825 | ManagementAndGeneralAmt |
| Fundraising | $31,662 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,644 | TotalAmt |
| Program Services | $912,829 | ProgramServicesAmt |
| Management And General | $49,098 | ManagementAndGeneralAmt |
| Fundraising | $9,717 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,863 | TotalAmt |
| Management And General | $3,863 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,147 | TotalAmt |
| Management And General | $19,147 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Member dues and subscriptions | $22,528 | $22,528 |
| Miscellaneous | $9,294 | $9,294 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,319,607 | TotalAmt |
| Program Services | $7,557,612 | ProgramServicesAmt |
| Management And General | $1,232,342 | ManagementAndGeneralAmt |
| Fundraising | $529,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,485 | BOYAmt |
| EOY | $318,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,781,153 | BOYAmt |
| EOY | $3,122,626 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096,658 | BOYAmt |
| EOY | $4,073,081 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,800 | BOYAmt |
| EOY | $3,930 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,137 | BOYAmt |
| EOY | $60,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,482 | BOYAmt |
| EOY | $10,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,881 | BOYAmt |
| EOY | $101,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,491,596 | BOYAmt |
| EOY | $7,690,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,931 | BOYAmt |
| EOY | $740,769 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,931 | BOYAmt |
| EOY | $740,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,783 | BOYAmt |
| EOY | $262,071 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,348,882 | BOYAmt |
| EOY | $6,687,673 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,490,665 | BOYAmt |
| EOY | $6,949,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,491,596 | BOYAmt |
| EOY | $7,690,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,489,448 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$30,369 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $22,843,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,120,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,978,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,340,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,765,674 | CurrentTaxYearAmt |
| Total | $78,048,404 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,843,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,120,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,978,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,340,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,765,674 | CurrentTaxYearAmt |
| Total | $78,048,404 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $54,592,231 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,456,173 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $826 | CurrentTaxYearAmt |
| Total | $39,768 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $39,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,811 | CurrentTaxYearAmt |
| Total | $73,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,161,523 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $159,727 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29630 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | Current Year Facts and Circumstances: Although America Achieves failed to meet the 33.3% test, it meets the 10% facts and circumstances test in Treasury Regulations section 1.170A-9(f)(3).First, as demonstrated on its Schedule A, America Achieves received 30.01% of its total support over the past five years from contributions made directly or indirectly by the general public. Second, America Achieves is organized and operated so as to attract new and additional public or governmental support on a continuous basis. America Achieves maintains a continuous and bona fide program for solicitation of funds from the general public and carries on activities designed to attract support from governmental units or other publicly supported organizations. America Achieves maintains a development team dedicated to identifying and securing new sources of funding for its programs. During the measurement period, partly as a result of our ongoing development and fundraising efforts, America Achieves received support from 46 different donors. This was made possible by our fundraising efforts targeting, continuously reaching out, and regularly submitting proposals to potential new donors.During its first few years of operations, America Achieves received significant support from one private foundation, even while we also had in those first few years additional donors, publicly available services and free materials for educators from across the United States. More recently, that foundation has provided a much smaller fraction of America Achieves support, and America Achieves has secured robust funding from an even more diverse range of sources with public support. Of the 46 different donors America Achieves received support from in FY17, 10 were new funders whose annual contributions to America Achieves ranged from $300 to $765,000. These 10 new funders were all new to the organization and were first time donors. These Funders included foundations, corporations and individuals from 5 different states. These new relationships continue to enable America Achieves to attract additional funders and develop updated fundraising plans. Based on research and qualification of prospective donors, the development team has identified 28 potential new additional donors including 9 foundations, 14 corporations, and 5 individuals as new fundraising targets. Our team continues to regularly reach out and submit new funding proposal to potential new donors. Third, America Achieves has a governing body which represents the broad interests of the public. The Board has active committees (such as the Audit and Compensation Committees) chaired by respected and experienced independent non-profit leaders. Its board members are unrelated to one another and together bring many decades of experience in the fields of non-profit leadership, philanthropy and education to their work guiding their governing responsibilities for and programs of America Achieves. Board members contributed management and financial expertise as well. Finally, America Achieves provides services directly for the benefit of the general public on a continuing basis. As described on its Form 990, America Achieves operates programs to support educators and students across the country. These programs engage tens of thousands of beneficiaries and have the support of community leaders, schools, educational officials as well as parents and students in every region of our nation. For example, the Global Learning Network, over time has involved 516 public schools 33 states participating in our in-person meetings or webinars. Typically, each participating school system and school involves a good number of educators in this work. With our team working hard to engage the media and public in this work, the Global Learning Network has generated media attention informing the general public and other educators from at least 50 different newspapers and radio stations in 13 states. Meanwhile, the Educator Voice Fellowship has supported over 600 outstanding teachers and other educators from 34 states with our full Fellowship programand has created educational resources and materials. These materials have been made freely available to teacher professional development, in every grade level and used or viewed online by over 40,000 educators.Moreover, our Raise the Bar Parent Program has created free content to help promote parental involvement in their children's education. This content is now an important subset of information provided by one of the largest parental involvement non-profit organizations in the country (Learning Heroes)which is making high quality parental involvement information to millions of parents across the U.S. In addition, the CollegePoint program has organized a coalition of non-profit organizations to directly serve over 35,000 high school juniors and seniors nationwide. These services include free college advising to help them apply to, get accepted to and enroll in well-matched colleges and universities across the United States. This includes over 8,000 students during the 2015-16 school year and over 12,000 in the 2016-17 school year and more than 12,000 students in the 2017-18 school year. Results for America (RFA) is improving outcomes for young people, their families, and communities by shifting public resources toward promoting evidence-based, results-driven solutions. RFA has become a leading voice in advancing and driving evidence-based policy change, increasing awareness and building credibility for the practice among more elected officials and policymakers, particularly around the insufficient use of data and evidence in policymaking and decision making. RFA has built a strong, bipartisan coalition of 134 high-level decision-makers from nonprofits, philanthropy, and government, as well as 220 disparate stakeholders from the public, nonprofit, and philanthropic sectors into an Invest in What Works coalition. RFA focused its policy efforts to shift funds at the federal level to an evidence-based approach while simultaneously building expertise in the process through adding Senior Fellows to build internal capacity and strengthen its expertise; crafting public policy recommendations; and working with the Invest in What Works Coalition to inform approaches to public policy. Results for America offers tools, trainings, and opportunities to learn and share what works regarding data and evidence across all levels of government, including new work globally, such as its annual federal Invest in What Works Index released in April 2016. Results for America is transitioning to become an independent 501(c)(3) organization in October 2016-- a validation of the strength of RFA's track record and of the America Achieves accelerator model.Finally, America Achieves has made available free to the public, a large number of additional important educational reports, studies, case studies of excellent schools. We have also distributed this information to thousands of educators and others. They continue to be available for free on our website. These include, "Expectations and Reality: Good and bad news about how well U.S. students are prepared for success in our changing world" and "Middle Class or Middle of the Pack: What can we learn when benchmarking U.S. schools against the world's best," which have been covered by such prominent national columnists as Tom Friedman and Frank Bruni.For these reasons, America Achieves meets the facts and circumstances test in Treasury Regulations section 1.170A-9(f)(3). Prior Year Facts and Circumstances: Although America Achieves failed to meet the 33.3% test, it meets the 10% facts and circumstances test in Treasury Regulations section 1.170A-9(f)(3).First, as demonstrated on its Schedule A, America Achieves received 29.63% of its total support over the past five years from contributions made directly or indirectly by the general public. Second, America Achieves is organized and operated so as to attract new and additional public or governmental support on a continuous basis. America Achieves maintains a continuous and bona fide program for solicitation of funds from the general public and carries on activities designed to attract support from governmental units or other publicly supported organizations. America Achieves maintains a development team dedicated to identifying and securing new sources of funding for its programs. During the measurement period, partly as a result of our ongoing Development and fundraising efforts, America Achieves received support from 36 different donors. This was made possible by our fundraising efforts targeting, continuously reaching out, and regularly submitting proposals to potential new donors. During its first few years of operations, America Achieves received significant support from one private foundation, even while we also had in those first few years additional donors, publicly available services and free materials for educators from a | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $15,544 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,646 | DepreciationAmt |
| Book Value | $10,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,898 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,778,686 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$30,369 | OtherRevenueAmt |
| Revenue Not Reported | -$30,369 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,809,055 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,809,055 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,319,607 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,319,607 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,319,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization does not believe its financial statements include any material, uncertain tax positions. Tax filings for the periods ending August 31, 2014 and later are subject to examination by applicable taxing authorities. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Program Support | SpecificServicesProvidedTxt |
| Region Total Expenditures | $50,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $50,000 | SubtotalSpentAmt |
| Total Spent | $50,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe | RegionTxt |
| Purpose Of Grant | Support for PISAU | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire Txfr | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Curry School of Edu Fdn | ||||||||
| PO Box 400276 | Charlottesville | VA | 22904 | 510201344 | 501(c)(3) | $50,000 | $0 | Program Support |
| Instit for College Access | ||||||||
| 405 14th Street Suite 1100 | Oakland | CA | 94612 | 201368860 | 501(c)(3) | $25,000 | $0 | Program Support |
| Northwest Evaluation Assoc | ||||||||
| 5885 SW Meadows Road 200 | Lake Oswego | OR | 97035 | 930686108 | 501(c)(3) | $190,000 | $0 | Program Support |
| ScholarMatch | ||||||||
| 849 Valencia St | San Francisco | CA | 94110 | 454985621 | 501(c)(3) | $158,906 | $0 | Program Support |
| Scholarship America | ||||||||
| One Scholarship Way | Saint Peter | MN | 56082 | 042296967 | 501(c)(3) | $317,465 | $0 | Program Support |
| UP for Learning | ||||||||
| PO Box 63 | East Hardwick | VT | 05836 | 472894356 | 501(c)(3) | $50,000 | $0 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Stipends for Educators & Fellows | 110 | $72,060 |
| Advisor Stipends | 8 | $8,000 |
| Initiative Stipends | 4786 | $93,134 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Once an agreement is reached, the program lead or other designated person from America Achieves and the partner organization will agree on a plan to maintain close communication to ensure that America Achieves understands progress made and any challenges of the ongoing work. America Achieves does not require the partner organization to report on all of their activities. However, we focus on the most significant metrics of progress. The frequency of communication and measurement depends on the type of work. At the end of the project, the partner will work with the program officer or designated person at America Achieves to submit a final report that summarizes the results achieved. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Brett Kimmel | ||||
| CPO,College Access | $213,230 | $3,681 | $20,050 | $236,961 |
| David Medina | ||||
| COO, RFA | $234,650 | $3,164 | $8,561 | $246,375 |
| Diane Ford | ||||
| CFAO | $198,330 | $4,210 | $19,236 | $221,776 |
| Jade Grieve | ||||
| Chief of Staff | $209,502 | $4,218 | $7,955 | $221,675 |
| Karen Anderson | ||||
| Sr. Advisor, RFA | $211,085 | $3,116 | $808 | $215,009 |
| Laura Parkin | ||||
| Managing Partner | $240,900 | $4,015 | $12,434 | $257,349 |
| Mark Murphy | ||||
| CEO, GripTape | $238,471 | $3,253 | $21,372 | $263,096 |
| Michelle Jolin | ||||
| CEO, Results for America | $199,752 | $789 | $200,541 | |
| Patrick Bryden Sweeney Taylor | ||||
| CEO, College Access & Success | $224,502 | $4,518 | $7,955 | $236,975 |
| Peter Kannam | ||||
| Managing Partner | $281,352 | $5,627 | $1,078 | $288,057 |
| Simone Brody | ||||
| ED, WWC RFA | $220,207 | $3,014 | $10,261 | $233,482 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | Office stipend rates are consistent and standard for any employee who does not live within commuting distance of an America Achieves office. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | Management reviewed a draft of the Form 990 with the audit/finance committee and provided edits to the tax preparer. After this process was performed, the Form 990 was sent to the full board of directors prior to being filed with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The organization has a board approved conflicts of interest policy. Prior to each board member's service with America Achieves, a conflict of interest statement must be completed stating they had no conflicts or identifying the nature of their interested party transactions. In addition, to the required disclosure, a Rebuttable Presumption policy was incorporated in July of 2015. Each member is under an obligation to the organization, to inform the organization of any potential conflict when a decision is being made. Any possible conflict of interest on the part of any member shall be disclosed to the Executive Chairman and made a matter of record as soon as the issue in question is raised and a possible conflict is known. When the board is to decide upon an issue about which a member has an unavoidable conflict of interest, that member shall be absent from the vote. Disclosure and abstention shall be recorded in the minutes of the meeting(s) at which the issue is discussed and decided. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | A compensation summary which includes research and comparable data will be completed for the CEO and top management official at date of hire, upon a request to change and annually. This process will document America Achieves effort to assess the reasonableness of Compensation. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | A compensation summary which includes research and comparible data will be completed for all employees that are designated officers, directors, and highly compensated at date of hire, upon a request to change and annually. This process will document America Achieves effort to assess the reasonableness of Compensation. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents are not made available to the public. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Transfer of assets = -$30369 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CollegePoint LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 West 33rd Street 917 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Program Support | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | America Achieves Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |