FOUNDATION FOR EXCELLENCE INEDUCATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EXCELLENCE INEDUCATION INC (EIN 26-0615175)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201813069349300041
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T10:32:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2633 CENTENNIAL BLVD STE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260615175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EXCELLENCE | BusinessNameLine1Txt |
| Business Name Line2 | IN EDUCATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 8503914090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIANNA LEVESQUE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8503914090 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C CARTER | PreparerPersonNm |
| PTIN | P00292302 | PTIN |
| Phone | 8508788777 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.236.132.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 10:54:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8BAF6D8334CD3CE9842FCBD9E9408F1B3A493CFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 03F585C1EBFA74EC559BA94FEDADE64958A4338E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIANNA LEVESQUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,950,955 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EXCELINED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,399,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,216,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $292,763 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $283,441 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $132,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6 | PYOtherRevenueAmt |
| CY Other Revenue | -$19,245 | CYOtherRevenueAmt |
| PY Total Revenue | $7,797,470 | PYTotalRevenueAmt |
| CY Total Revenue | $11,612,543 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,144 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $191,238 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,781,416 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,247,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $660,536 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,720,894 | PYOtherExpensesAmt |
| CY Other Expenses | $3,835,141 | CYOtherExpensesAmt |
| PY Total Expenses | $10,576,454 | PYTotalExpensesAmt |
| CY Total Expenses | $10,289,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,778,984 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,323,162 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,225,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,232,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,288,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $695,203 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,936,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,537,312 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING A FUTURE WHERE STUDENT-CENTERED EDUCATION UNLOCKS LIFELONG OPPORTUNITY AND SUCCESS FOR EACH AND EVERY CHILD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,957,330 | ExpenseAmt |
| Grant | $144,000 | GrantAmt |
| Desc | EXCELINED'S POLICY PROGRAM PROVIDES THOUGHT LEADERSHIP AND SUPPORTS STATES WITH TECHNICAL EXPERTISE IN DEVELOPING AND IMPLEMENTING PROVEN EDUCATION REFORM POLICIES THAT ARE INCREASING STUDENT ACHIEVEMENT AND EXPANDING CHOICE IN EDUCATION. 2017 PROGRAM HIGHLIGHTS INCLUDE: - ENGAGED IN 47 STATES TO DEVELOP AND IMPLEMENT STUDENT-CENTERED POLICIES. - HELPED STATE EDUCATION LEADERS IN 44 STATES TO UNDERSTAND THE EVERY STUDENT SUCCEEDS ACT (ESSA) AND PREPARE TO TACKLE NEW CHALLENGES AND LEVERAGE NEW OPPORTUNITIES. EXCELINED PROVIDED TECHNICAL SUPPORT AND POLICY RESOURCES. - RELEASED RESEARCH AND ESSAYS RELATED TO PERSONALIZED LEARNING, EARLY LITERACY, CAREER AND TECHNICAL EDUCATION, AND EDUCATION SAVINGS ACCOUNTS. - PROVIDED EXPERT TESTIMONY ON 19 OCCASIONS IN 10 STATES AND PRESENTED AT APPROXIMATELY 65 SPEAKING ENGAGEMENTS ACROSS THE COUNTRY. - COLLABORATED WITH OVER 300 EDUCATION REFORM PARTNERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,370,892 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | THE ADVOCACY PROGRAM PROMOTES STUDENT-CENTERED POLICIES IN STATES ACROSS THE NATION TO GENERALLY INFORM AND SUPPORT STATE POLICYMAKERS, EDUCATION LEADERS, AND ADVOCACY PARTNERS AS THEY UNDERTAKE BOLD EDUCATION REFORM TO BENEFIT STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,898,136 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $283,441 | RevenueAmt |
| Desc | HOSTED THE TENTH ANNUAL NATIONAL SUMMIT ON EDUCATION REFORM, WHICH CONVENED MORE THAN 1,000 EDUCATION STAKEHOLDERS TO ADDRESS THE POLICIES AND BEST PRACTICES CRITICAL TO IMPROVING EDUCATION ACROSS THE NATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $84,007 | $27,238 | ARTS FOR LIFE AWARDED SCHOLARSHIPS TO GRADUATING FLORIDA HIGH SCHOOL SENIORS WHO EXCELLED IN VISUAL ARTS, MUSIC, DANCE, DRAMA OR CREATIVE WRITING TO SUPPORT THEIR GOAL OF HIGHER EDUCATION. |
| $1,093,499 | EXCELINED'S OUTREACH PROGRAM RAISES PUBLIC AWARENESS FOR EDUCATION REFORM POLICIES, THEIR IMPACT, AND ISSUES AFFECTING AMERICAN K-12 EDUCATION. SEIZING OPPORTUNITY PROVIDED THROUGH THE EVERY STUDENT SUCCEEDS ACT, IN 2017 EXCELINED LAUNCHED KNOWYOURFLORIDASCHOOL.ORG AS A PROTOTYPE SCHOOL REPORT CARD FOR STATES SEEKING TO EMPOWER AND INFORM PARENTS AND COMMUNITIES WITH TRANSPARENT, UNDERSTANDABLE SCHOOL DATA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,177,506 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $27,238 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,403,864 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA GRIGGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8503914090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN E BUSH | ||||||||||
| PRESIDENT | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| F PHILIP HANDY | ||||||||||
| SECRETARY | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E OBERNDORF | ||||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CONDOLEEZZA RICE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| REGINALD J BROWN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES R SCHWAB | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CESAR CONDE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL I KLEIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLAN HUBBARD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC CANTOR | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEE B HASLAM | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIANNA LEVESQUE | ||||||||||
| CEO | 34.00 | 6.00 | Yes (X) | $379,794 | $87,038 | $26,674 | ||||
| PAMELA M GRIGGS | ||||||||||
| DIRECTOR OF FINANCE | 29.00 | 11.00 | Yes (X) | $140,576 | $0 | $12,171 | ||||
| DEENA REPPEN | ||||||||||
| CHIEF OF STAFF/VP OF ADMIN | 37.00 | 3.00 | $278,108 | $0 | $18,849 | Yes (X) | ||||
| LIZZETTE REYNOLDS | ||||||||||
| VP OF POLICY | 40.00 | 0.00 | $205,114 | $0 | $23,997 | Yes (X) | ||||
| CLAIRE VOORHEES | ||||||||||
| NATIONAL DIRECTOR OF POLICY | 40.00 | 0.00 | $168,618 | $0 | $6,831 | Yes (X) | ||||
| J ALEX KELLY | ||||||||||
| VP OF ADVOCACY | 34.00 | 6.00 | $147,391 | $37,100 | $13,163 | Yes (X) | ||||
| CHRISTY L SANDBERG | ||||||||||
| SENIOR POLICY FELLOW | 40.00 | 0.00 | $164,948 | $0 | $11,963 | Yes (X) | ||||
| MATTHEW JOSEPH | ||||||||||
| POLICY DIRECTOR | 40.00 | 0.00 | $154,787 | $0 | $4,713 | Yes (X) | ||||
| LOWELL MATTHEWS JR | ||||||||||
| POLICY DIRECTOR | 40.00 | 0.00 | $145,108 | $0 | $19,559 | Yes (X) | ||||
| CARRIE A JENKINS | ||||||||||
| DIRECTOR ADMINISTRATIVE SERVICES | 33.50 | 6.50 | $110,884 | $0 | $16,198 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,895,328 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $124,138 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,118 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AUGUST II PRODUCTIONS LLC | |||||
| 4800 HAMPDEN LANE STE 200 | BETHESDA | MD | 20814 | PRODUCTION SERVICES | $310,421 |
| CLARK HILL PLC | |||||
| 500 WOODWARD SUITE 3500 | DETROIT | MI | 48226 | LEGAL SERVICES | $156,000 |
| EDUCATION FIRST CONSULTING LLC | |||||
| P O BOX 22871 | SEATTLE | WA | 981220871 | CONSULTING | $123,192 |
| PENN HILL GROUP LLC | |||||
| 777 6TH STREET NW SUITE 500 | WASHINGTON | DC | 20001 | POLICY CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,000 | FundraisingAmt |
| All Other Contributions | $11,191,090 | AllOtherContributionsAmt |
| Total Contributions | $11,216,090 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL SUMMIT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $283,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $283,441 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $283,441 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,552 | TotalRevenueColumnAmt |
| Exclusion | $97,552 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6 | TotalRevenueColumnAmt |
| Exclusion | $6 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,353,866 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,319,161 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,705 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,705 | TotalRevenueColumnAmt |
| Exclusion | $34,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,251 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,251 | TotalRevenueColumnAmt |
| Exclusion | -$19,251 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,612,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $283,441 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $113,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,000 | TotalAmt |
| Program Services | $164,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,238 | TotalAmt |
| Program Services | $27,238 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,104 | TotalAmt |
| Program Services | $430,593 | ProgramServicesAmt |
| Management And General | $314,349 | ManagementAndGeneralAmt |
| Fundraising | $60,162 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,494,952 | TotalAmt |
| Program Services | $3,721,866 | ProgramServicesAmt |
| Management And General | $394,199 | ManagementAndGeneralAmt |
| Fundraising | $378,887 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,346 | TotalAmt |
| Program Services | $96,991 | ProgramServicesAmt |
| Management And General | $13,964 | ManagementAndGeneralAmt |
| Fundraising | $11,391 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,182 | TotalAmt |
| Program Services | $354,867 | ProgramServicesAmt |
| Management And General | $68,379 | ManagementAndGeneralAmt |
| Fundraising | $30,936 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,418 | TotalAmt |
| Program Services | $283,186 | ProgramServicesAmt |
| Management And General | $55,632 | ManagementAndGeneralAmt |
| Fundraising | $31,600 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,235 | TotalAmt |
| Program Services | $100,601 | ProgramServicesAmt |
| Management And General | $33,208 | ManagementAndGeneralAmt |
| Fundraising | $21,426 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,156 | TotalAmt |
| Program Services | $22,966 | ProgramServicesAmt |
| Management And General | $7,807 | ManagementAndGeneralAmt |
| Fundraising | $2,383 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $36,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Fundraising | $16,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,841 | TotalAmt |
| Management And General | $15,841 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,010 | TotalAmt |
| Program Services | $435,596 | ProgramServicesAmt |
| Management And General | $127,414 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,659 | TotalAmt |
| Program Services | $56,342 | ProgramServicesAmt |
| Management And General | $1,286 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,545 | TotalAmt |
| Program Services | $84,549 | ProgramServicesAmt |
| Management And General | $35,052 | ManagementAndGeneralAmt |
| Fundraising | $12,944 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,044 | TotalAmt |
| Program Services | $72,155 | ProgramServicesAmt |
| Management And General | $19,232 | ManagementAndGeneralAmt |
| Fundraising | $11,657 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,421 | TotalAmt |
| Program Services | $368,658 | ProgramServicesAmt |
| Management And General | $95,879 | ManagementAndGeneralAmt |
| Fundraising | $45,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,854 | TotalAmt |
| Program Services | $297,109 | ProgramServicesAmt |
| Management And General | $19,140 | ManagementAndGeneralAmt |
| Fundraising | $21,605 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,358 | TotalAmt |
| Program Services | $305,358 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,773 | TotalAmt |
| Program Services | $1,091,757 | ProgramServicesAmt |
| Management And General | $12,539 | ManagementAndGeneralAmt |
| Fundraising | $12,477 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,221 | TotalAmt |
| Program Services | $17,907 | ProgramServicesAmt |
| Management And General | $5,549 | ManagementAndGeneralAmt |
| Fundraising | $1,765 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,809 | TotalAmt |
| Program Services | $11,731 | ProgramServicesAmt |
| Management And General | $3,878 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $426,065 | $424,394 | $1,633 | $38 |
| UNCOLLECTABLE PLEDGES | $150 | $150 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,289,381 | TotalAmt |
| Program Services | $8,403,864 | ProgramServicesAmt |
| Management And General | $1,224,981 | ManagementAndGeneralAmt |
| Fundraising | $660,536 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,017 | BOYAmt |
| EOY | $398,918 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,726 | BOYAmt |
| EOY | $4,029,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,433 | BOYAmt |
| EOY | $21,299 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,340 | BOYAmt |
| EOY | $57,090 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,543 | BOYAmt |
| EOY | $79,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $152,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,798 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,616 | BOYAmt |
| EOY | $42,251 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,195,950 | BOYAmt |
| EOY | $6,564,272 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,434 | BOYAmt |
| EOY | $39,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,225,059 | BOYAmt |
| EOY | $11,232,515 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,974 | BOYAmt |
| EOY | $411,128 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,405 | BOYAmt |
| EOY | $284,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,288,379 | BOYAmt |
| EOY | $695,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,303,687 | BOYAmt |
| EOY | $5,876,492 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,993 | BOYAmt |
| EOY | $4,660,820 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,936,680 | BOYAmt |
| EOY | $10,537,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,225,059 | BOYAmt |
| EOY | $11,232,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,323,162 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $277,466 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,409,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,583,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,433,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,399,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,216,090 | CurrentTaxYearAmt |
| Total | $50,042,153 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,409,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,583,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,433,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,399,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,216,090 | CurrentTaxYearAmt |
| Total | $50,042,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,146,448 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,895,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,558 | CurrentTaxYearAmt |
| Total | $798,573 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,842,242 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,151,574 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.47000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $375 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,852 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,227 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,208,154 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,289,381 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $664,469 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $166,117 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $780,442 | CurrentYearMinus3Amt |
| Current Year Minus2 | $689,389 | CurrentYearMinus2Amt |
| Current Year Minus1 | $678,823 | CurrentYearMinus1Amt |
| Current Year | $664,469 | CurrentYearAmt |
| Total | $2,813,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,219,685 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $15,373 | CurrentYearMinus3Amt |
| Current Year Minus2 | $80,453 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72,223 | CurrentYearMinus1Amt |
| Current Year | $81,227 | CurrentYearAmt |
| Total | $249,276 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $195,111 | CurrentYearMinus3Amt |
| Current Year Minus2 | $172,347 | CurrentYearMinus2Amt |
| Current Year Minus1 | $169,706 | CurrentYearMinus1Amt |
| Current Year | $166,117 | CurrentYearAmt |
| Total | $703,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,054,922 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $25 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,383 | CurrentYearMinus2Amt |
| Current Year Minus1 | $357 | CurrentYearMinus1Amt |
| Current Year | $375 | CurrentYearAmt |
| Total | $2,140 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,951 | DepreciationAmt |
| Book Value | $10,074 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,847 | DepreciationAmt |
| Book Value | $32,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,251 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SHORT TERM INVESTMENTS - U.S. TREASURIES | $663,879 | F |
| FIXED INCOME SECURITIES - ETFS | $1,939,882 | F |
| MUTUAL FUNDS | $2,743,885 | F |
| COMMON STOCK | $1,216,626 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,564,272 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $284,075 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $284,075 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,011,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $277,465 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $102,065 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $19,252 | OtherRevenueAmt |
| Revenue Not Reported | $398,782 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,612,543 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,612,543 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,410,693 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $102,065 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $19,247 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $121,312 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,289,381 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,289,381 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 19,251. ROUNDING 1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 19,251. ROUNDING -4. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERNANDO AGUIRRE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 WOODLAKE DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $16,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $16,000 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MENLO PARK, CA | Event1Nm |
| Gross Receipts Event1 | $25,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,000 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $1,088 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,556 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,307 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $1,088 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,556 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,307 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,251 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,251 | NetIncomeSummaryAmt |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $84,000 | SUB-GRANT FOR EARLY LITERACY RESEARCHSUB-GRANT FOR EARLY LITERACY RESEARCH | |
| URBAN INSTITUTE | ||||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | 520880375 | 501(C)(3) | $50,000 | GRANT FOR SCHOOL CHOICE RESEARCH | |
| MISSISSIPPI CHARTER SCHOOLS ASSOCIATION | ||||||||
| 125 SOUTH CONGRESS STREET SUITE | JACKSON | MS | 39201 | 463251856 | 501(C)(6) | $15,000 | GRANT FOR CHARTER SCHOOL LITIGATION DEFENSE | 1510 |
| EDUCATION COMMISSION OF THE STATES | ||||||||
| 700 BROADWAY SUITE 810 | DENVER | CO | 802033460 | 310722194 | 501(C)(3) | $5,000 | EVENT SPONSORSHIP | |
| SCHOOL CHOICE OHIO | ||||||||
| 88 EAST BROAD STREET SUITE 640 | COLUMBUS | OH | 43215 | 203130699 | 501(C)(3) | $5,000 | EVENT SPONSORSHIP | |
| ED CHOICE | ||||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | 351978359 | 501(C)(3) | $5,000 | EVENT SPONSORSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ARTS FOR LIFE | 25 | $25,000 | $1,038 | COST | AWARDS FOR ARTS FOR LIFE STUDENT WINNERS |
| ARTS FOR LIFE | 12 | $1,200 | COST | JUDGE STIPENDS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SENDS A FORM TO THE RECIPIENTS OF SCHOLARSHIP FUNDS REQUESTING THAT THE RECIPIENT CONFIRM THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE, WHICH IS THE PURSUIT OF HIGHER EDUCATION. FOR CASH AMOUNTS GRANTED TO ORGANIZATIONS, A GIFT IS ACCOMPANIED BY A LETTER STATING THE EXEMPT PURPOSE RESTRICTING ITS USE TO THAT PURPOSE, OR IF PAID IN ARREARS OF SUCH AN EXEMPT PURPOSE, IS SUPPORTED BY DOCUMENTATION OF ACTUAL COST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIANNA LEVESQUE | ||||||||||||||
| CEO | $259,851 | $64,963 | $88,081 | $22,075 | $31,862 | $0 | $6,480 | $1,620 | $14,859 | $3,715 | $401,133 | $92,373 | $0 | $0 |
| PAMELA M GRIGGS | ||||||||||||||
| DIRECTOR OF FINANCE | $135,000 | $0 | $12,357 | $0 | -$6,781 | $0 | $4,421 | $0 | $7,750 | $0 | $152,747 | $0 | $0 | $0 |
| DEENA REPPEN | ||||||||||||||
| CHIEF OF STAFF/VP OF ADMIN | $232,793 | $0 | $34,656 | $0 | $10,659 | $0 | $8,100 | $0 | $10,749 | $0 | $296,957 | $0 | $0 | $0 |
| LIZZETTE REYNOLDS | ||||||||||||||
| VP OF POLICY | $216,800 | $0 | $112 | $0 | -$11,798 | $0 | $5,423 | $0 | $18,574 | $0 | $229,111 | $0 | $0 | $0 |
| CLAIRE VOORHEES | ||||||||||||||
| NATIONAL DIRECTOR OF POLICY | $166,484 | $0 | $2,226 | $0 | -$92 | $0 | $5,061 | $0 | $1,770 | $0 | $175,449 | $0 | $0 | $0 |
| J ALEX KELLY | ||||||||||||||
| VP OF ADVOCACY | $132,000 | $33,000 | $16,501 | $4,100 | -$1,110 | $0 | $4,455 | $1,113 | $6,076 | $1,519 | $157,922 | $39,732 | $0 | $0 |
| CHRISTY L SANDBERG | ||||||||||||||
| SENIOR POLICY FELLOW | $165,848 | $0 | $810 | $0 | -$1,710 | $0 | $5,000 | $0 | $6,963 | $0 | $176,911 | $0 | $0 | $0 |
| MATTHEW JOSEPH | ||||||||||||||
| POLICY DIRECTOR | $153,750 | $0 | $2,237 | $0 | -$1,200 | $0 | $4,680 | $0 | $33 | $0 | $159,500 | $0 | $0 | $0 |
| LOWELL MATTHEWS JR | ||||||||||||||
| POLICY DIRECTOR | $151,005 | $0 | $101 | $0 | -$5,998 | $0 | $4,533 | $0 | $15,026 | $0 | $164,667 | $0 | $0 | $0 |
| CARRIE A JENKINS | ||||||||||||||
| DIRECTOR ADMINISTRATIVE SERVICES | $110,300 | $0 | $5,627 | $0 | -$5,043 | $0 | $3,478 | $0 | $12,720 | $0 | $127,082 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. OUR EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. |
| PART I, LINE 4B | COMPENSATION FOR PATRICIANNA LEVESQUE INCLUDED CONTRIBUTIONS OF $23,845 TO A 457(F) PLAN AND COMPENSATION FOR DEENA REPPEN INCLUDED CONTRIBUTIONS OF $2,205 TO A 457(F) PLAN. |
| PART I, LINE 7 | FOR SOME EMPLOYEES, COMPENSATION INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DEENA REPPEN | |||
| CHIEF OF STAFF/VP OF ADMIN | $17,290 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
| PAMELA M GRIGGS | |||
| DIRECTOR OF FINANCE | $43,312 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
| CARRIE A JENKINS | |||
| DIRECTOR ADMINISTRATIVE SERVICES | $21,927 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE ARE BUSINESS RELATIONSHIPS FOR SEVERAL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AS THEY SERVE ON A RELATED PARTY BOARD AND/OR WORK WITH THE RELATED PARTY: JOHN E BUSH, PHILIP HANDY, WILLIAM OBERNDORF, ERIC CANTOR, DEE HASLAM, PATRICIANNA LEVESQUE, DEENA REPPEN, AND PAMELA GRIGGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY MANAGEMENT INTERNALLY. REVIEWED INDEPENDENTLY BY PEER OF CPA FIRM. REVIEWED BY EXTERNAL LEGAL COUNSEL. ALL RECOMMENDATIONS AND ADJUSTMENTS REVIEWED WITH CPA FIRM IN COLLABORATION ON FINAL 990. FINAL DRAFT REVIEWED BY FINANCE AND AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND SIGNED COPIES ARE MAINTAINED AND UPDATED. ALL CONTRACTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST BEFORE SIGNED. DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ALL RELATIONSHIPS AND ACTIVITIES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN REFERENCE TO BOTH LINES 15A AND 15B: THE CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. THE ORGANIZATION'S ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR VICE PRESIDENT AND KEY EMPLOYEE POSITIONS DURING THE HIRING PROCESS IS PROPOSED BY THE POSITION MANAGER AND THE CEO CONSULTS WITH THE CHAIRMAN OF THE COMPENSATION AND ADMINISTRATION COMMITTEE ON SUCH SALARY REQUIREMENTS. ANNUALLY, A COMPENSATION ANALYSIS IS CONDUCTED AND SALARIES OF TOP LEVEL EMPLOYEES ARE COMPARED AGAINST SIMILAR ORGANIZATIONS TO AID IN SETTING AND BENCHMARKING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, EXCELINED.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING 4. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELLENCE IN EDUCATION NATIONAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S MONROE ST STE 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463332269 | EIN |
| Primary Activities | TO ADVANCE POLICIES THAT WILL IMPROVE EDUCATION IN THE US | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELLENCE IN EDUCATION NATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $276,607 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |