2017-08-24T15:35:59-05:00 2016-12-31 461497033 EKS&H LLLP 8181 E TUFTS AVENUE SUITE 600 DENVER CO 802372579 990 2016-01-01 261597530 THE COLORADO EDUCATION INITIATIVE COLO 3037366477 1660 LINCOLN ST NO 2000 DENVER CO 80264 REBECCA HOLMES CEO & PRESIDENT 3037366477 2017-08-18 1 DORI J EGGETT P00645252 3037409400 208.42.238.132 2017-08-24 15:34:52 MD P EC37ECE0FF53FE1DFF8E980E88E00C11881B4804 2758D11C408DF3479EE8351B290E162F317781B8 2016 2021-01-29 14:40:06Z REBECCA HOLMES 1660 LINCOLN ST NO 2000 DENVER CO 80264 7976991 0 X WWW.COLORADOEDINITIATIVE.ORG X 2007 CO CEI WORKS TO ACCELERATE STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION AND CAPACITY BUILDING.WORKING IN COLLABORATION WITH A WIDE ARRAY OF PARTNERS, INCLUDING THE COLORADO DEPARTMENT OF EDUCATION, SCHOOL DISTRICTS, AND OTHERS, THE COLORADO EDUCATION INITIATIVE (CEI) ACCELERATES INNOVATION AND IMPROVEMENT IN COLORADO'S K-12 SCHOOLS. CEI'S VISION IS THAT EVERY STUDENT IN COLORADO IS PREPARED AND UNAFRAID TO SUCCEED IN SCHOOL, WORK, AND LIFE, AND READY TO TAKE ON THE CHALLENGES OF TODAY, TOMORROW, AND BEYOND. 16 16 54 25 0 0 7195631 7484904 464864 444891 6294 46146 -78631 -3594 7588158 7972347 3105202 2312493 0 0 4117938 4245654 0 0 327936 4547001 3903222 11770141 10461369 -4181983 -2489022 7563569 5130822 502072 554395 7061497 4576427 X SEE SCHEDULE O. 0 0 4377358 1009357 THE PROFESSIONAL LEARNING INITIATIVE'S ACCELERATOR PROJECT PARTNERS WITH TEACHERS, SCHOOL AND DISTRICT LEADERS, AND EDUCATION ORGANIZATIONS ACROSS THE STATE TO IMPROVE INSTRUCTIONAL PRACTICE, USE DATA TO INFORM INSTRUCTION AND DECISION-MAKING, AND CREATE PROFESSIONAL DEVELOPMENT THAT MEETS TEACHERS' NEEDS. THE PURPOSE IS TO SUPPORT THE DEVELOPMENT OF EDUCATORS AND STUDENTS' ACADEMIC AND NONACADEMIC COMPETENCIES THROUGH INNOVATIVE AND IMPROVED LEARNING ENVIRONMENTS AND ALIGN SYSTEMS TO BE RESPONSIVE TO NEEDS. 1682567 399664 247018 THE COLORADO LEGACY SCHOOLS (CLS) INITIATIVE WORKS WITH HIGH SCHOOLS ACROSS THE STATE TO DRAMATICALLY INCREASE THE NUMBER AND DIVERSITY OF COLORADO HIGH SCHOOL STUDENTS WHO ARE SUCCEEDING IN AP MATH, SCIENCE, AND ENGLISH COURSES -- ESPECIALLY STUDENTS TYPICALLY UNDERREPRESENTED IN AP COURSES SUCH AS FEMALES, AND STUDENTS OF POVERTY AND COLOR. CLS COURSEWORK ALSO ENCOURAGES STUDENTS TO PURSUE MAJORS AND CAREERS IN THE RAPIDLY-GROWING STEM FIELDS -- SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH. CLS IS A LOCAL REPLICATION OF THE NATIONAL MATH + SCIENCE INITIATIVE'S COLLEGE READINESS PROGRAM. 1443112 701300 NEXT GENERATION LEARNING IS AN APPROACH THAT LETS STUDENTS CONNECT WITH THE LARGER WORLD; LEARN ABOUT CAREERS; WORK ON SOLVING SOCIAL PROBLEMS; AND DEVELOP SKILLS THEY NEED TO BE HAPPY, HEALTHY, AND PRODUCTIVE ADULTS. THE NEXT GENERATION LEARNING INITIATIVE WORKS WITH SCHOOLS TO PROVIDE STUDENTS NOT ONLY WITH A SOLID FOUNDATION IN MATH, READING, AND OTHER ACADEMIC SUBJECTS, BUT ALSO THE PROFESSIONAL AND ENTREPRENEURIAL SKILLS THAT ARE JUST AS CRITICAL FOR SUCCESS IN THE WORKFORCE AND IN LIFE. THESE INCLUDE SKILLS LIKE MANAGING TIME, COLLABORATING WITH OTHERS, TAKING RISKS, LEARNING FROM FAILURE, AND MAKING DECISIONS THAT CONTRIBUTE TO OUR COMMUNITY. 1174580 121352 197873 THE HEALTH AND WELLNESS INITIATIVE CONNECTS EDUCATORS WITH PROMISING PRACTICES TO INCREASE STUDENTS' OVERALL PHYSICAL AND SOCIAL-EMOTIONAL WELLNESS. IT MAKES CLEAR THE CRITICAL LINK BETWEEN HEALTH AND ACADEMIC ACHIEVEMENT, AND PROMOTES POSITIVE SCHOOL CLIMATES AND BEST PRACTICES IN HEALTHY SCHOOLS. THE INITIATIVE WORKS TOWARD A SYSTEMIC, STRATEGIC, AND COORDINATED APPROACH TO SUPPORTING STUDENTS, WHICH INCLUDES SOCIAL, EMOTIONAL, MENTAL, NUTRITIONAL, PHYSICAL, AND SAFETY WELLNESS. 345803 80820 THE STEM INITIATIVE - SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH - IS ADVANCING A STRATEGIC STATEWIDE EFFORT TO IMPROVE STEM EDUCATION TO ENSURE ALL STUDENTS ARE PREPARED FOR SUCCESS IN A 21ST CENTURY ECONOMY BY MORE CLEARLY DEFINING WHAT QUALITY STEM EDUCATION IS, INCREASING ACCESS FOR LOW-INCOME AND MINORITY STUDENTS AND BETTER COORDINATING RESOURCES. CEI ALSO SERVES AS THE BACKBONE ORGANIZATION TO COLORADO STEM, THE EFFORT TO IMPLEMENT THE COLORADO STEM EDUCATION ROADMAP (STEM ROADMAP). 1520383 202172 197873 9023420 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 402 0 1 54 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SANDY SALES 3037366477 1660 LINCOLN SUITE 2000 DENVER CO 80264 LEROY WILLIAMS CHAIRMAN 4.00 X X 0 0 0 MONICA SKOK VICE CHAIR 4.00 X X 0 0 0 SCOTT ZIRBEL TREASURER 4.00 X X 0 0 0 ELAINE GANTZ BERMAN SECRETARY 4.00 X X 0 0 0 JANDEL ALLEN-DAVIS BOARD MEMBER 2.00 X 0 0 0 JOHN ANDERSON BOARD MEMBER 2.00 X 0 0 0 GRAHAM FORMAN BOARD MEMBER 2.00 X 0 0 0 JOE GARCIA BOARD MEMBER 2.00 X 0 0 0 MICHAEL GERSACK BOARD MEMBER 2.00 X 0 0 0 KAREN LEFEVER BOARD MEMBER 2.00 X 0 0 0 MEERA MANI BOARD MEMBER 2.00 X 0 0 0 CHRISTINA ORTIZ BOARD MEMBER 2.00 X 0 0 0 HENRY ROMAN BOARD MEMBER 2.00 X 0 0 0 DR STEPHEN SHOGAN BOARD MEMBER 2.00 X 0 0 0 GEORGE SPARKS BOARD MEMBER 2.00 X 0 0 0 LYNNE VALENCIA BOARD MEMBER 2.00 X 0 0 0 GLENNA NORVELLE CEO/PRES 45.00 X 177441 0 15285 YEE-ANN CHO SENIOR VP 45.00 X 153172 0 19283 SANDRA SALES CFO & INTERIM CEO 45.00 X 152432 0 19348 ALEX CARTER VP 45.00 X 107446 0 13457 GREG HESSEE DIRECTOR 45.00 X 108864 0 7010 MICHAEL GRADOZ SENIOR DIRECTOR 45.00 X 100006 0 20119 799361 0 94502 6 0 1 0 SLOPE RESEARCH 8337 WILKERSON COURT ARVADA CO 80007 DISTRICT WORKSHOPS 272750 GREAT SCHOOL PARTNERSHIP LLC 482 CONGRESS STREET STE 500 PORTLAND ME 04101 DISTRICT COACHING 176667 PERISCOPIC INC 235 NW PARK AVE UNIT A PORTLAND OR 97209 DATA REPORTS FOR DISTRICTS 131410 3 60525 1461174 5963205 7484904 PROGRAM FEES 900099 247018 247018 EVENT REGISTRATION 900099 119543 119543 CONSULTING REVENUE 900099 78330 78330 444891 46115 46115 31 0 31 31 31 1050 60525 4644 -3594 -3594 7972347 444891 0 42552 X 2312493 2312493 657864 335376 209129 113359 2979441 2344881 497483 137077 66272 63131 2051 1090 289147 214964 73425 758 252930 192259 49239 11432 6193 6193 32906 8800 24106 23311 23311 1922299 1839847 82452 2888 2888 157652 124813 17784 15055 73850 54475 13864 5511 223132 165512 42337 15283 468544 438505 19492 10547 861865 845350 7072 9443 21592 16016 4097 1479 19266 19266 PRINTING 71544 51996 13811 5737 PROFESSIONAL DEVELOPMEN 18180 15002 2013 1165 10461369 9023420 1110013 327936 4254057 1917930 596368 559739 3219 0 103586 25386 211376 129433 103535 81943 2495146 2538166 7658 7658 7563569 5130822 478629 542695 23443 11700 502072 554395 X 1350028 860872 5711469 3715555 7061497 4576427 7563569 5130822 -2489022 3952 0 X 0 1 X 1 1 1 X 12848891 7388450 14073882 7195631 7484904 48991758 12848891 7388450 14073882 7195631 7484904 48991758 30036780 18954978 7772 7058 5879 29321 46115 96145 10210 5368 15578 8986 5347 17524 4593 36450 49139931 1111095 0.38570 0.35930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11039 10904 135 90655 65925 24730 109682 52604 57078 81943 X 7982297 3952 1354 4644 9950 7972347 0 7972347 10467367 1354 4644 5998 10461369 0 10461369 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2016 AND 2015. IF INCURRED, INTEREST AMD PENALTIES ASSOCIATED WITH TAX POSITIONS WOULD BE RECORDED IN THE PERIOD ASSESSED AS MISCELLANEOUS ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF DECEMBER 31, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 4,644. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 4,644. INNOVATION BREAKFAST 61575 60525 1050 2955 1070 619 61575 60525 1050 2955 1070 619 4644 -3594 1 ADAMS 12 FIVE STAR SCHOOLS 1500 E 128TH AVE THORNTON CO 80241 846000822 501(C)3 63890 SEE SCH I, PART IV ADAMS COUNTY SCHOOL DISTRICT 50 6933 RALEIGH ST WESTMINSTER CO 80030 846000839 501(C)3 124000 SEE SCH I, PART IV ANGEVINE MIDDLE SCHOOL 1150 W SOUTH BOULDER ROAD LAFAYETTE CO 80026 846014683 501(C)3 11000 SEE SCH I, PART IV ATLAS PREPARATORY SCHOOL 1602 SOUTH MURRAY BLVD COLORADO SPRINGS CO 80916 262055229 501(C)3 10300 SEE SCH I, PART IV BATTLE MOUNTAIN HIGH SCHOOL 151 MILLER RANCH ROAD EDWARDS CO 81632 846012253 501(C)3 7813 SEE SCH I, PART IV BAYFIELD SCHOOL DISTRICT 24 CLOVER DRIVE BAYFIELD CO 81122 846001442 501(C)3 10000 SEE SCH I, PART IV BOULDER VALLEY SCHOOL DISTRICT 6500 ARAPAHOE RD BOULDER CO 80301 846014683 501(C)3 54050 SEE SCH I, PART IV CENTENNIAL BOCES 2020 CLUBHOUSE DRIVE 230 GREELEY CO 80634 840599905 501(C)3 10000 SEE SCH I, PART IV CENTENNIAL SCHOOL DISTRICT 14644 HIGHWAY 159 POBOX 350 SAN LUIS CO 81152 840518168 501(C)3 10000 SEE SCH I, PART IV CENTER HIGH SCHOOL 550 S SYLVESTER AVENUE CENTER CO 81125 846001943 501(C)3 5000 SEE SCH I, PART IV COLORADO ASSOCIATION OF SCHOOL EXECUTIVES PO BOX 1405 ENGLEWOOD CO 80150 840594444 501 (C) 6 29000 SEE SCH I, PART IV COLORADO SPRINGS SCHOOL DISTRICT 11 1115 N EL PASO ST COLORADO SPRINGS CO 80903 846001179 501(C)3 283330 SEE SCH I, PART IV COLORADO YOUNG LEADERS 10974 VALLEYBROOK CIRCLE HIGHLANDS RANCH CO 80130 464301624 501(C)3 10000 SEE SCH I, PART IV CORONADO HIGH SCHOOL 1590 W FILLMORE STREET COLORADO SPRINGS CO 80904 846001179 501(C)3 10000 SEE SCH I, PART IV DENISON MONTESSORI SCHOOL 1821 S YATES STREET DENVER CO 80219 846001099 501(C)3 10000 SEE SCH I, PART IV DENVER MUSEUM OF NATURE & SCIENCE 2001 COLORADO BLVD DENVER CO 80205 840518447 501(C)3 10000 SEE SCH I, PART IV DENVER PUBLIC SCHOOLS 1860 LINCOLN STREET 11TH FLOOR DENVER CO 80203 846001099 501(C)3 435195 SEE SCH I, PART IV DURANGO SCHOOL DISTRICT 9R 201 E 12TH ST DURANGO CO 81301 846012500 501(C)3 22000 SEE SCH I, PART IV ELLICOTT HIGH SCHOOL 375 S ELLICOTT HWY CALHAN CO 80808 846001187 501(C)3 6831 SEE SCH I, PART IV ESCUELA BILINGUE PIONEER 101 EAST BASELINE ROAD LAFAYETTE CO 80026 846014683 501(C)3 10035 SEE SCH I, PART IV FRASER VALLEY ELEMENTARY SCHOOL PO BOX 128 FRASER CO 80442 846011425 501(C)3 5000 SEE SCH I, PART IV GARFIELD SCHOOL DISTRICT RE-2 839 WHITERIVER AVE RIFLE CO 81650 840525428 501(C)3 20000 SEE SCH I, PART IV GREELEY-EVANS SCHOOL DISTRICT 6 1515 14TH AVE GREELEY CO 80631 846002058 501(C)3 5000 SEE SCH I, PART IV IGNACIO HIGH SCHOOL PO BOX 460 IGNACIO CO 81137 846001447 501(C)3 7250 SEE SCH I, PART IV JEFFERSON HIGH SCHOOL 2305 PIERCE STREET EDGEWATER CO 80214 846002817 501(C)3 10000 SEE SCH I, PART IV LAKE COUNTY INTERMEDIATE SCHOOL 1000 W 6TH STREET LEADVILLE CO 80461 846011994 501(C)3 7500 SEE SCH I, PART IV MANCOS SCHOOL DISTRICT RE-6 395 W GRAND AVE MANCOS CO 81328 846001694 501(C)3 10000 SEE SCH I, PART IV MESA COUNTY VALLEY SCHOOL DISTRICT 51 2115 GRAND AVENUE GRAND JUNCTION CO 81501 846002839 501(C)3 40000 SEE SCH I, PART IV MOFFAT COUNTY SCHOOL DISTRICT 775 YAMPA AVE CRAIG CO 81625 846012146 501(C)3 10000 SEE SCH I, PART IV MONTEZUMA CORTEZ HIGH SCHOOL 418 SOUTH SLIGO ST CORTEZ CO 81321 840525195 501(C)3 7750 SEE SCH I, PART IV MOUNTAIN BOCES 1713 MT LINCOLN DRIVE WEST LEADVILLE CO 80461 840602408 501(C)3 8000 SEE SCH I, PART IV PIKES PEAK BOCES 2883 SOUTH CIRCLE DRIVE COLORADO SPRINGS CO 80906 840585072 501(C)3 32500 SEE SCH I, PART IV PLATTE VALLEY SCHOOL DISTRICT 501 CLERK ST KERSEY CO 80644 846014646 501(C)3 10000 SEE SCH I, PART IV RAFT COLORADO 3827 STEELE STREET UNIT C DENVER CO 80205 262455607 501(C)3 20000 SEE SCH I, PART IV SALIDA DEL SOL ACADEMY 111 EAST 26TH STREET GREELEY CO 80631 462341552 501(C)3 10300 SEE SCH I, PART IV SAN JUAN BOCES 201 EAST 12TH STREET DURANGO CO 81301 840603542 501(C)3 16555 SEE SCH I, PART IV SANTA FE TRAIL BOCES 302 COLORADO AVE LA JUNTA CO 81050 841488859 501(C)3 28000 SEE SCH I, PART IV SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 530206027 501(C)3 10000 SEE SCH I, PART IV ST VRAIN VALLEY SCHOOL DISTRICT RE-1J 395 SOUTH PRATT PKWY LONGMONT CO 80501 846014380 501(C)3 20000 SEE SCH I, PART IV THOMPSON SCHOOL DISTRICT R2-J 800 SOUTH TAFT AVENUE LOVELAND CO 80538 846013346 501(C)3 271423 SEE SCH I, PART IV WHEAT RIDGE HIGH SCHOOL 1829 DENVER WEST DRIVE BLDG 27 GOLDEN CO 80401 846002817 501(C)3 9855 SEE SCH I, PART IV SEE SCH I, PART IV SEE SCH I, PART IV SEE SCH I, PART IV SEE SCH I, PART IV SEE SCH I, PART IV 40 1 PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS AND OTHER ENTITIES INCLUDE CONTRACTUAL AGREEMENTS BETWEEN CEI AND THE RECEPIENTS OUTLINING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USES OF EXPENDITURES. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO ADVANCE STUDENT ACHIEVEMENT BY PROVIDING TOOLS, RESOURCES AND TECHNICAL ASSISTANCE. X X X 1 0 0 0 0 0 0 0 0 GLENNA NORVELLE CEO/PRES 169323 0 0 0 8118 0 8252 0 7033 0 192726 0 0 0 YEE-ANN CHO SENIOR VP 149482 0 3000 0 690 0 6239 0 13044 0 172455 0 0 0 SANDRA SALES CFO & INTERIM CEO 148742 0 3000 0 690 0 9175 0 10173 0 171780 0 0 0 PART I, LINE 4A A SEVERANCE AGREEMENT WAS PUT INTO PLACE FOR THE PRIOR CEO. THE ORGANIZATION IS UNDER LEGAL OBLIGATION NOT TO DISCLOSE THE TERMS OF THE SEVERANCE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW BEFORE BEING SENT TO THE REST OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABILITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,839,847. MANAGEMENT AND GENERAL EXPENSES 82,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,922,299.