2018-02-13T08:56:46-06:00 2017-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 7037063300 2018-02-13 1 3019519090 75.103.231.202 2018-02-13 09:56:40 ES P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A 09179135FB50F433328FAC39F11DBCF88AB4AD8F 2016 2021-01-29 14:40:06Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 37277446 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 18 17 232 17 0 0 3835071 3492819 26719059 33679753 20837 -130438 66341 21063 30641308 37063197 684934 0 0 0 6682200 7930716 0 0 593916 22787721 27550201 30154855 35480917 486453 1582280 11323317 12725298 6338477 6174551 4984840 6550747 X THE CLOSE UP FOUNDATION IS A NONPROFIT, NONPARTISAN CITIZENSHIP EDUCATION ORGANIZATION THAT WORKS TO PROMOTE RESPONSIBLE AND INFORMED PARTICIPATION IN THE DEMOCRATIC PROCESS THROUGH EDUCATIONAL PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS. 0 0 18180021 19689830 WASHINGTON HIGH SCHOOL PROGRAM: A SERIES OF PROGRAMS ABOUT GOVERNMENT AND POLITICS IN WASHINGTON, DC FOR SECONDARY SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. 10755234 12328712 WASHINGTON MIDDLE SCHOOL PROGRAM: A SERIES OF SEMINARS IN WASHINGTON, DC ABOUT GOVERNMENT AND POLITICS FOR MIDDLE SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICES WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 1187369 1279037 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 274078 382174 ACADEMIC MATERIALS/PUBLICATIONS 1016043 SPECIAL PROGRAMS 1290121 382174 31412745 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 110 0 1 232 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 40.00 X X 250593 0 13010 JOEL JANKOWSKY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 JENNIFER BENDALL DIRECTOR 1.50 X 0 0 0 THERESA FARIELLO DIRECTOR 1.50 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.50 X 0 0 0 JAMES C DINEGAR DIRECTOR 1.50 X 0 0 0 JANET HALE DIRECTOR 1.50 X 0 0 0 JOHN E SUNUNU DIRECTOR 1.50 X 0 0 0 LINDA E MCMAHON DIRECTOR (UNTIL FEBRUARY 2017) 1.50 X 0 0 0 MARGERY KRAUS DIRECTOR 1.50 X 0 0 0 TOD COHEN DIRECTOR 1.50 X 0 0 0 MICHAEL ANDREWS DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 THOMAS SPULAK DIRECTOR 1.50 X 0 0 0 KIRK FRANCIS DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 40.00 X 214439 0 11767 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 139560 0 4350 MIA CHARITY VP, DEVELOPMENT 40.00 X 166511 0 9722 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 40.00 X 183372 0 16036 JODI MITEVA DIRECTOR, MKTG, IT & TRANSPORTATION 40.00 X 163731 0 12177 RACHEL TALBERT VP, PROGRAM & CURRICULUM 40.00 X 101135 0 4174 SHANNON AHRENS DIRECTOR, SALES & OUTREACH 40.00 X 119406 0 8718 LINDSAY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 40.00 X 131086 0 7456 ANNETTE SHANER FINANCE BUSINESS ANALYST 40.00 X 117483 0 9105 MELISSA WILLIAMS REGIONAL MANAGER, SALES & OUTREACH 40.00 X 108014 0 22419 1695330 0 118934 11 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 LODGING 3612903 UNITED AIRLINES - UATP PO BOX 733229 DALLAS TX 75373 TRANSPORTATION 2666788 AMERICAN AIRLINES PO BOX 70536 CHICAGO IL 60673 TRANSPORTATION 1324143 HYATT REGENCY CRYSTAL CITY PO BOX 206595 DALLAS TX 75320 LODGING 1129206 HILTON CRYSTAL CITY NATIONAL AIRPORT 2399 JEFFERSON DAVIS HWY ARLINGTON VA 22202 LODGING 1075012 27 1161635 2331184 3492819 TUITION AND FEES 900099 33297579 33297579 ACADEMIC MATERIALS 900099 382174 382174 33679753 83811 83811 214249 -214249 -214249 -214249 MISCELLANEOUS 900099 21063 21063 21063 37063197 33679753 0 -109375 1434301 589766 512231 332304 5639367 4453244 1113776 72347 174409 501961 -366726 39174 132855 428253 -326445 31047 549784 549784 3375 3375 55000 55000 392737 148538 222089 22110 640369 601478 2469 36422 217361 139944 75470 1947 394808 323940 49161 21707 9518430 9492255 15161 11014 13932 10580 3327 25 356066 356066 613434 14125 599309 PROGRAM LODGING 5671952 5671952 PROGRAM MEALS 5090001 5089716 21 264 TRANSFERS AND TOURS 2242496 2242496 PROGRAM CULTURAL EVENTS 768918 768795 123 1571322 935702 610188 25432 35480917 31412745 3474256 593916 25296 0 5787230 8127275 248300 100000 1134812 639722 20464 1445 373716 618026 2212580 1317465 1454814 895115 2221146 2257492 57539 86223 11323317 12725298 3107801 2556993 2422566 2924593 808110 692965 6338477 6174551 X 3623736 5190081 1181479 1181041 179625 179625 4984840 6550747 11323317 12725298 1582280 -16373 0 X 0 1 X 1 1 1 X 4126153 3197885 3330448 3835071 3492819 17982376 4126153 3197885 3330448 3835071 3492819 17982376 3931386 14050990 15658 11059 11998 20837 83811 143363 52217 57355 75838 66341 21063 272814 18398553 133433553 0.76370 0.77590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 35480917 35480917 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 17000 17000 250000 250000 250000 250000 1000000 1500000 179625 3022 3022 179625 164625 15000 570 570 179625 164625 2300 2300 164625 164625 2313 2313 164625 164625 2202 2202 164625 1.00000 0 0 692545 409231 283314 4400 4400 0 1515635 903834 611801 895115 DEFERRED RENTAL ABATEMENT 692965 692965 X 37261073 -16373 -16373 37277446 -214249 -214249 37063197 35695166 0 35695166 -214249 -214249 35480917 PART V, LINE 4: THE INVESTMENT INCOME IS RESTRICTED TO PROVIDE FELLOWSHIP AWARDS TO TEACHERS AND STUDENTS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2017, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VII, LINE 7C. -214,249. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VII, LINE 7C. -214,249. X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT & CEO 200593 0 50000 0 0 0 6020 0 6990 0 263603 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 174439 0 40000 0 0 0 5267 0 6500 0 226206 0 0 0 MIA CHARITY VP, DEVELOPMENT 111511 0 55000 0 0 0 3461 0 6261 0 176233 0 0 0 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 113372 0 70000 0 0 0 3461 0 12575 0 199408 0 0 0 JODI MITEVA DIRECTOR, MKTG, IT & TRANSPORTATION 103731 0 60000 0 0 0 2950 0 9227 0 175908 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: TIMOTHY DAVIS $50,000 ERIC ADYDAN $40,000 STEPHANIE STARGELL $20,000 MIA CHARITY $55,000 RACHEL TALBERT $8,000 ANNETTE SHANER $10,000 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 6/30/17, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. FOR THE CURRENT YEAR'S REVIEW, THE BOARD OBTAINED A STUDY OF OFFICER COMPENSATION THAT WAS USED IN EVALUATING THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. BOTH THE STUDY AND BOARD DETERMINATION WAS REVIEWED BY THE GENERAL COUNSEL. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2017. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST.