BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION (EIN 58-0566141)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-17
- IRS object ID
- 201722909349301102
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-17T14:42:06-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Six Concourse Parkway Suite 600 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF CONTROL FOR SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | REGIONAL EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 4048759211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 592 TENTH STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303185776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA CHANNELL | PersonNm |
| Person Title | DIRECTOR FINANCE & FACILITIES | PersonTitleTxt |
| Phone | 4048759211 | PhoneNum |
| Signature | 2017-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel M Skypek | PreparerPersonNm |
| PTIN | P00966186 | PTIN |
| Phone | 7703961100 | PhoneNum |
| Preparation | 2017-10-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.136.244.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-13 | IPDt |
| IP Tm | 13:40:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 004940CC88B75AED943D036B71F731612E7BD53B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SPENCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 592 TENTH STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303185776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,433,117 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SREB.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | COMPACT | OtherOrganizationDsc |
| Formation | 1948 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION SHALL BE DEVOTED TO THE TASK OF ASSISTING STATES, INSTITUTIONS AND AGENCIES CONCERNED WITH HIGHER EDUCATION IN THEIR EFFORTS TO ADVANCE KNOWLEDGE AND TO IMPROVE THE SOCIAL AND ECONOMIC LEVEL OF THE SOUTHERN REGION. IN AIDING SUCH STATES, INSTITUTIONS AND AGENCIES, THE BOARD SHALL EXPLORE FULLY, RECOMMEND WHERE DESIRABLE, AND DEVELOP WHERE NEEDED, INTERSTATE COLLABORATION IN THE SUPPORT, EXPANSION OR ESTABLISHMENT OF REGIONAL SERVICES OR SCHOOLS FOR GRADUATE, PROFESSIONAL AND TECHNICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 80 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 80 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,534,085 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,969,580 | CYProgramServiceRevenueAmt |
| PY Investment Income | $325,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $432,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $31,884,552 | PYTotalRevenueAmt |
| CY Total Revenue | $33,433,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,638,299 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,133,972 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,556,471 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,064,444 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,267,552 | PYOtherExpensesAmt |
| CY Other Expenses | $16,953,505 | CYOtherExpensesAmt |
| PY Total Expenses | $32,462,322 | PYTotalExpensesAmt |
| CY Total Expenses | $33,151,921 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$577,770 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $281,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,715,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,018,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,426,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,531,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,288,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,486,677 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION SHALL BE DEVOTED TO THE TASK OF ASSISTING STATES, INSTITUTIONS AND AGENCIES CONCERNED WITH HIGHER EDUCATION IN THEIR EFFORTS TO ADVANCE KNOWLEDGE AND TO IMPROVE THE SOCIAL AND ECONOMIC LEVEL OF THE SOUTHERN REGION. IN AIDING SUCH STATES, INSTITUTIONS AND AGENCIES, THE BOARD SHALL EXPLORE FULLY, RECOMMEND WHERE DESIRABLE, AND DEVELOP WHERE NEEDED, INTERSTATE COLLABORATION IN THE SUPPORT, EXPANSION OR ESTABLISHMENT OF REGIONAL SERVICES OR SCHOOLS FOR GRADUATE, PROFESSIONAL AND TECHNICAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,943,623 | ExpenseAmt |
| Grant | $3,133,972 | GrantAmt |
| Revenue | $12,943,623 | RevenueAmt |
| Desc | SREB made significant progress on each section of these grants, which were separately awarded but funded the same components and program initiatives. The Benchmarking component published a report on alignment of instructional materials to state readiness standards in English Language Arts and Math. Numerous sites continued to receive SREB training in Literacy and Mathematics Design Collaborative (LDC/MDC) strategies, and a significant number of new sites began to participate in this program as well, as state trainers worked with teacher facilitators across multiple sites on implementation of formative assessment lessons and strategies of assessment for learning. Cumulatively, this effort spanned across 162 school districts in 11 states with 6,613 lead teachers having received training directly on either LDC or MDC. Individually, MDC training reached a total of 640 schools with 1,254 teachers trained directly and LDC training reached a total of 584 schools with 1,997 teachers trained directly. Major activities included training district leaders as LDC/MDC master trainers, recruiting schools to participate in the program, conducting site visits, providing coaching and professional development for schools, and developing school-level action plans to grow and sustain LDC/MDC strategies in the future. SREB has trained 865 principals as part of this initiative and has also incorporated online course programming for LDC/MDC to support certified lead trainers and teachers implement these strategies with fidelity. The Readiness Course component achieved significant progress. During the 2016-17 school year, 111 schools were implementing the senior-year Literacy Ready course across 7 states, and 530 schools were implementing the senior-year Math Ready course across 13 states. The courses designed for 8th grade students also witnessed greater implementation across the region, with 28 schools across 6 states utilizing the Ready for High School Literacy course, and 46 schools across 9 states adopting the Ready for High School Math course. The rigorous CTE curriculum SREB has developed, known as Advanced Career, has expanded from a handful of test sites in its initial launch to a network of schools across the country that continue to develop in existing partner states and grow with new states added to the program each year. Through the end of the 2016-17 school year, 114 School sites are implementing a total of 129 AC course programs across 96 Districts in 22 States. SREB has trained 142 teachers as part of this initiative. The Educator Effectiveness component has continued its technical assistance partnerships with the Alabama, Arkansas, Maryland, Mississippi, North Carolina, Oklahoma, South Carolina, and West Virginia state departments of education to support improvements in the design and implementation of teacher and principal evaluation systems. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,958,738 | ExpenseAmt |
| Revenue | $2,786,084 | RevenueAmt |
| Desc | 1. Supporting Leaders to Enhance or Adopt a Rigorous Program of StudySREB provided direct training and coaching support to the state's four model sites in the promotion of career technical programs of study (POS). The state initiated an application process to select four sites, one from each region of the state, to create model Programs of Study in high needs areas. SREB provided on-site coaching to the four sites to analyze regional labor market data, to identify course sequences for POSs and to identify career accelerators (postsecondary credit, industry recognized credentials and work-based learning activities). This work was supported by focused professional development sessions for leadership teams from the four model sites, on-site coaching to review campus specific needs and webinars to showcase National HSTW sites. Each school participated in progress monitoring visits each semester to focus the work. 2. Using the Enhanced Career Technical Education Design in New MexicoSREB has led face-to-face training sessions to support the design and implementation of rigorous Project Based Learning design. Teachers have all designed one PBL unit during the first semester and have presented their units (and related student work) to the state network group and CCRB staff in January. The showcase meeting allowed teachers to receive feedback on their projects and student work that included strengths of the project and refinement areas. In addition to creating work-place scenarios, the brainstorming teams also identified reading, writing and mathematics connections that students would encounter on the job. 3. CT Study and Advanced Careers in New Mexico Moving ForwardSREB concluded the extensive review process to align all Programs of Study to the Common Career Technical Core at the end of 2015. The review included an extensive evaluation of current CTE course sequences (for secondary and postsecondary institutions) and related employment opportunities within the state. To support the state's findings, SREB was engaged to create Program of Study Guides to support each of the focused goals of the report. The guides are intended to support districts and charters to review and enhance key components of high school and postsecondary programs of study. 4. NM TEACHSupporting Quality InstructionSREB has partnered with the New Mexico Public Education Department to support the state's NM TEACH Observation Protocol. The NM TEACH system is currently in the fourth year of implementation. To support administrators, SREB assisted with the design of one-day focused summer training sessions for administrators that was provided in regions across the state. In addition to the trainings, SREB hosted in-district calibration events to support district level implementation of the observation process. All administrators who are responsible for observing classrooms participated in the summer trainings. On-site calibration events were hosted by various districts and focused on the collection of evidence to support scoring and providing quality feedback to improve instruction. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,538,925 | ExpenseAmt |
| Revenue | $762,115 | RevenueAmt |
| Desc | The High Schools That Work (HSTW) Staff Development Conference provides a platform for elementary, middle grades and high school educators to share innovative and proven school improvement strategies. Conference attendees learn how teams of teachers, counselors and leaders prepare academic and career and technical education students with the skills and knowledge needed to succeed in college and the 21st-century workplace. In July 2016, the 30th Annual HSTW Staff Development Conference was held in Louisville, Kentucky. The conference theme was "Credentials for All: Preparing Students for College and Careers". During the four-day conference, SREB staff strived to connect K-12 educators with strategies that work. A total of 3,879 educators, representing 43 states, registered for the conference. Attendees attended two general sessions, and they could choose from over 600 breakout sessions. The sessions addressed one or more of eight objectives:1. Close the engagement gap2. Close the credential gap3. Close the literacy and math readiness gaps4. Close the opportunity gap5. Close the motivation gap6. Close the gap in instructional practices7. Close the school design gap8. Close the school practices gapThroughout the conference, SREB staff attended many of the best practice sessions and wrote reports about the information presented. These reports were developed into four best practices newsletters that were distributed periodically throughout the 2016-2017 academic year. Educators can learn about best practices by reading the articles in the four newsletters.The expenses in the amount of $1,538,925 include $765,000 of transfer funds from VOCEDSP to ACGENERAL for the research and development of Advanced Career curricula. The transferred funds draw on the reserves in the VOCEDSP account.The Advanced Career model calls for designing, implementing and continuously improving a pathway of four career and technical education courses in a specific career field, with key features to ensure it is rigorous enough for students to meet college- and career-readiness standards. Two of the courses are considered foundational, and two are more advanced, with the potential for the student to earn dual (both high school and postsecondary) credit. The courses are transportable and scalable across states and schools, with a strong focus on quality, so students are ready for an entry-level job or can move into postsecondary education without remediation.To-date, SREB has developed 38 courses within nine emerging, high-demand pathways. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,046,459 | ExpenseAmt |
| Revenue | $16,477,758 | RevenueAmt |
| Desc | Advanced Career - Income Stream $536,515 Arkansas Dept of Career Education $15,244 Alternative Certification for CTE Teachers $179,313 Advanced Careers General $614,910 Advanced Careers New Jersey $53,396 Advanced Careers Ohio Automated Technology $184,063 SREB-AGEP Doctoral Scholars Program $48,912 Alabama Contracts $126,750 University of Alabama at Birmingham $269,774 Alabama Huntsville City Schools $94,249 Camdenton Schools, Missouri $117,769 Council for Collegiate Nursing $64,453 Compact Faculty Institute $913,824 Compact for Faculty Diversity $527,069 LDC/MDC Open-Invitation Conference $168,699 Contracted Professional Development Services $107,750 Dale County Board of Education $7,340 District of Columbia Dept of Ed $19,416 Dooly County School District $59,814 Dover High School $9,401 Dalton Public Schools GA $48,480 Direct Services Developmental $16,898 Distance Learning Policy Laboratory $2,698 Dothan City Schools, Alabama $174,886 Doctoral Scholars Professional Dev $13,570 State of Florida Department of Education $90,823 Camden County GA Public Schools $47,296 Georgia Contracts $54,359 Georgia Fulton County Schools $12,159 Gates Award Post Secondary Education $200,245 Gates Student Surveys $130,696 Geneva County Board of Education $32,061 Gwinnett County Schools, GA $207,143 General Fund $2,114,172 Go Alliance $122,400 Collaborative Counselor Training Initiative $184,847 State of Pennsylvania $20,558 State of Pennsylvania $447,746 HSTW Special Publication Grant $2 IT Technology Fund $22,404 Jefferson County Alabama $283,924 Jefferson County Public Schooks, Kentucky $154,401 Kentucky Educational Development Corporation $23,295 Kentucky Louisville Middle Schools $214,398 Louisiana High School Redesign Initiative $6,688 Leadership State Initiatives $227,876 Lumina Foundation for Education $184,825 The Springfield Public Schools $79,022 Doctoral Scholars Program $313 Middle Grades Consortium $56,814 Bd of Sch Commissioners of Mobile County, Al $158,286 Kansas City Missouri School District $357 Mississippi Contracted Sites $104,187 Nat'l Assessment Ed Progress $238,676 NASA 2 $240 North Carolina Advanced Manufacturing Skills $9,077 North Carolina Brunswick County School Distri $3,714 NC Guilford County Schools $4,904 Hoke County Schools, NC $80,450 Hoke County School District $71,381 North Carolina Roanoke Rapids $23,794 North Carolina Robeson County Schools $41,987 NC Stanly County Schools $82,797 North East Florida Consortium of Schools $49,213 New Jersey East Orange School District $13,528 New Jersey Lakewood School District $428,164 Albuquerque Public Schools, New Mexico $40,494 New Mexico Contracts $16,917 New Mexico Teach $372 New Orleans Urban Initative $4,798 National Research Center Customize Profession $87,524 National Research Center Conf Presentations $2,645 National Research Center Manhattan Strategy $40,242 National Research New Mexico Cooperative Edu $63,775 National Council State Authorization Reciproc $480,230 National-Staff Devel. Project $75,063 New York Boards of Cooperative Educational Se $3,393 Buffalo Public Schools $303,999 New York City Small Learning Communities $172,692 Oklahoma Contracts $17,944 Oklahoma Department of Education $48,175 Pinellas County Schools $80,919 Principal Preparation for Excellence & Equity $76,653 Quitman County School District $50,534 Richland County School District One, SC $95,269 Readiness Courses $2,234 Gates - State Authorizaiton Reciprocity Agree $3,000 South Carolina Contracts $63,074 South Carolina Department of Education $26,036 South Carolina Jasper county Schools $29,035 Sharable Content Object Repositories for Ed $5,712 South Carolina Department of Education $16,999 Sumter County School District $210,767 Union County School District $25,291 SC Williamsburg County School District $87,100 State Educa-Tech Co-Operative $126,246 Technology Centers That Work $529,389 Technology Centers Alabama $100,379 Technology Centers that Work Kentucky $55,702 Technology Centers That Work Philadelphia $50,696 Tennessee First to the Top Schools $139,255 Metropolitan Government of Nashville $222,641 Texas Enhanced Network $264,580 Texas San Antonio Independent School District $142,375 US Prep National $42,459 Virginia Project Based Learning $1,197 Vocational Education Consortium $101,381 Vermont Agency of Education $12,425 WICHE Pass $1,468 WV High Schools, Tech Centers & Advanced Car $287,864 WV Literacy/Math Design Collaborative $84,937 West Virginia STEM Benedum Foundation $133,686 Wetzel County School District $14,478 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,046,459 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $16,477,758 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $31,487,745 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 0 | 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 | 343 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 168 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 80 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 80 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA CHANNELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048759211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 592 Tenth Street NW | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (101 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Alan Baker | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Alesa G Johnson | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Asa Hutchinson | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Beth Gorin Cox | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Haslam | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brandon Gosey | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Caroline Novak | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Smith | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Hedge-Morrell | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Branch | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Darryl M Scott | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David P Sokola | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Derrick Graham | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Donnie Whitten | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Adeniyi Ojutiku | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Erik Fresen | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Erin Hames | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Francis C Thompson | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Glen D Johnson | |||||||
| Vice Chair | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gail Bates | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Glenda R Scales | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Greg Abbott | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Harry Ray Brooks | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Henry McMaster | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Hill | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack R Smith | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James D Fielder | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet D Howell | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Monies | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Justice | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jimmie Don Aycock | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe H Pickens | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Bel Edwards | |||||||
| CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| John C Carney Jr | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John C White | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Legg | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Johnnie Roebuck | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph U Meyer | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joyce Elliott | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karin Hoffman | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kay Ivey | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Krissy DeAlejandro | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| L Anthony Wise | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Larry Hogan | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Smith | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Leanna Blevins | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda P Johnson | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mardi Montgomery | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Fallin | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Matt Arthur | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Matt Bevin | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Melanie Barton | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Rogers | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Sentance | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael L Williams | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mimmo Parisi | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mitchell M Zais | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Molly Spearman | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Monty Sullivan | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy C Detert | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nathan Deal | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nikki G Setzler | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Hill | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Phil Bryant | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| R Edward Edd Houck | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rene Plasencia | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rick Scott | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rita Allison | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rob Eissler | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Bentley | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert H Plymale | |||||||
| Treasurer | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert L Caret | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert W Rescigno | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Roman W Prezioso Jr | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Roy Cooper | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Bunting | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven H Godowsky | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tamara Barringer | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Teresa Inman | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Terry C Burton | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Terry England | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Terry McAuliffe | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas W Campbell | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Friedemann | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Videt Carmichael | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Wayne D Andrews | |||||||
| Board Member | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Spence | |||||||
| President | 36.25 | $225,000 | $0 | $49,139 | Yes (X) | ||
| James E Bottoms | |||||||
| Senior Vice President | 36.25 | $201,667 | $0 | $38,592 | Yes (X) | ||
| Andy Baxter | |||||||
| VP-Educator Effectiveness | 36.25 | $150,000 | $0 | $28,970 | Yes (X) | ||
| Joan Lord | |||||||
| VP-EDUCATION POLICY | 36.25 | $150,750 | $0 | $15,103 | Yes (X) | ||
| Cheryl Blanco | |||||||
| VP-POST-SECONDARY EDUCATION | 32.00 | $116,815 | $0 | $11,082 | Yes (X) | ||
| Gale Gaines | |||||||
| VP-STATE SERVICES | 36.25 | $128,640 | $0 | $13,799 | Yes (X) | ||
| Eula Aiken | |||||||
| EXECUTIVE DIRECTOR | 36.25 | $36,667 | $0 | $11,026 | Yes (X) | ||
| Tricia Avery | |||||||
| HR Director | 36.25 | $120,400 | $0 | $16,611 | Yes (X) | ||
| Lauren Baus | |||||||
| HR Director | 36.25 | $0 | $0 | $0 | Yes (X) | ||
| Barbara Channell | |||||||
| CFO | 36.25 | $111,555 | $0 | $15,739 | Yes (X) | ||
| Robert Scott Warren | |||||||
| DIRECTOR, State Initiatives | 36.25 | $149,667 | $0 | $15,357 | Yes (X) | ||
| Steve Broome | |||||||
| Director, State Development | 36.25 | $157,708 | $0 | $24,490 | Yes (X) | ||
| JAMES STONE III | |||||||
| Director, National Research Center | 36.25 | $173,144 | $0 | $17,395 | Yes (X) | ||
| James Siler | |||||||
| Director, Statewide Initiatives | 36.25 | $129,000 | $0 | $13,192 | Yes (X) | ||
| John Squires | |||||||
| Director, HS to College Readiness Prog | 36.25 | $128,833 | $0 | $13,816 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,979,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $284,311 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDUCATION FIRST CONSULTING LLC | |||||
| PO BOX 22871 | SEATTLE | WA | 98122 | CONSULTING | $298,388 |
| BENJAMIN FELDMAN | |||||
| 5504 ST ALBANS WAY | BALTIMORE | MD | 21212 | CONSULTING | $137,500 |
| LESLIE TEXAS CONSULTING | |||||
| 2430 TRADITION CIRCLE | LOUISVILLE | KY | 40245 | CONSULTING | $135,400 |
| DAVID COLLINS | |||||
| PO Box 540346 | ORLANDO | FL | 32854 | CONSULTING | $121,200 |
| DAWN PERKS DBA PERKS INVESTMENTS | |||||
| 1012 MAPLE RIDGE COURT | BURLINGTON | NC | 27217 | CONSULTING | $103,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $30,569 | AllOtherContributionsAmt |
| Total Contributions | $30,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | $27,858,799 | $27,858,799 |
| APPROPRIATIONS BY STATES | 900099 | $2,991,000 | $2,991,000 |
| REGISTRATION FEES | 900099 | $1,395,997 | $1,395,997 |
| MEMBERSHIP DUES | 900099 | $697,559 | $697,559 |
| ASSESSMENTS | 900099 | $16,077 | $16,077 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,969,580 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,968 | TotalRevenueColumnAmt |
| Exclusion | $432,968 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,433,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,969,580 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $432,968 | 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 | $3,133,972 | TotalAmt |
| Program Services | $3,133,972 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,413,741 | TotalAmt |
| Program Services | $506,019 | ProgramServicesAmt |
| Management And General | $907,722 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,546,993 | TotalAmt |
| Program Services | $9,357,446 | ProgramServicesAmt |
| Management And General | $189,547 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,418 | TotalAmt |
| Program Services | $772,418 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,811 | TotalAmt |
| Program Services | $497,143 | ProgramServicesAmt |
| Management And General | $49,668 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,481 | TotalAmt |
| Program Services | $715,360 | ProgramServicesAmt |
| Management And General | $69,121 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,834 | TotalAmt |
| Program Services | $12,834 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,320 | TotalAmt |
| Program Services | $44,320 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Management And General | $48,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,199,162 | TotalAmt |
| Program Services | $9,078,826 | ProgramServicesAmt |
| Management And General | $120,336 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,007 | TotalAmt |
| Program Services | $502,649 | ProgramServicesAmt |
| Management And General | $34,358 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,494 | TotalAmt |
| Program Services | $211,599 | ProgramServicesAmt |
| Management And General | $130,895 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,431 | TotalAmt |
| Program Services | $189,224 | ProgramServicesAmt |
| Management And General | $152,207 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,494,726 | TotalAmt |
| Program Services | $2,288,810 | ProgramServicesAmt |
| Management And General | $205,916 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,574 | TotalAmt |
| Program Services | $3,284,574 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,149 | TotalAmt |
| Management And General | $139,149 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,958 | TotalAmt |
| Program Services | $72,958 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RETURNS TO GRANTOR | $184,825 | $184,825 | |
| START-UP PROGRAM EXPENS | $111,223 | $111,223 | |
| OTHER ADMIN EXPENSES | $56,331 | $56,331 | |
| DUES AND SUBSCRIPTIONS | $41,888 | $41,888 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,583 | TotalAmt |
| Program Services | $592,880 | ProgramServicesAmt |
| Management And General | -$550,297 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,151,921 | TotalAmt |
| Program Services | $31,487,745 | ProgramServicesAmt |
| Management And General | $1,664,176 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,710 | BOYAmt |
| EOY | $3,540,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,816,283 | BOYAmt |
| EOY | $15,530,266 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,404,807 | BOYAmt |
| EOY | $2,533,240 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,914 | BOYAmt |
| EOY | $909,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,361,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,417,158 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,393 | BOYAmt |
| EOY | $944,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,211,996 | BOYAmt |
| EOY | $16,561,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,715,229 | BOYAmt |
| EOY | $40,018,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,720,623 | BOYAmt |
| EOY | $3,329,208 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,817 | BOYAmt |
| EOY | $1,897,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,897,141 | BOYAmt |
| EOY | $6,305,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,426,581 | BOYAmt |
| EOY | $11,531,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,750,322 | BOYAmt |
| EOY | $6,632,069 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,517,326 | BOYAmt |
| EOY | $21,833,608 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,288,648 | BOYAmt |
| EOY | $28,486,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,715,229 | BOYAmt |
| EOY | $40,018,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $281,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$83,167 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,100,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,899,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,682,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,863,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,735,205 | CurrentTaxYearAmt |
| Total | $20,281,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,621,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,990,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,321,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,695,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,266,729 | CurrentTaxYearAmt |
| Total | $119,896,637 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,722,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,890,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,004,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,559,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,001,934 | CurrentTaxYearAmt |
| Total | $140,177,829 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,732,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,717,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,605,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,644,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,451,867 | CurrentTaxYearAmt |
| Total | $64,151,418 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,732,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,717,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,605,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,644,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,451,867 | CurrentTaxYearAmt |
| Total | $64,151,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $76,026,411 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,967 | CurrentTaxYearAmt |
| Total | $1,306,256 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,967 | CurrentTaxYearAmt |
| Total | $1,306,256 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,850,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,039,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,274,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,884,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,434,901 | CurrentTaxYearAmt |
| Total | $141,484,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.53730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.59900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00760 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,122 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,099 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,112 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,080 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,099 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,006 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $74 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,625,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,007,500 | DepreciationAmt |
| Book Value | $617,500 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,006,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $742,389 | DepreciationAmt |
| Book Value | $264,220 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $729,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $667,269 | DepreciationAmt |
| Book Value | $62,524 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $944,244 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,301,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$83,167 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$83,167 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,385,117 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $48,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,433,117 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,103,921 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,103,921 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $48,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,151,921 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The income earned from the endowment funds are used to award outstanding educators in the SREB member states. |
| Part X, Line 2: | The Board is exempt from income taxes under Section 501(c)(3) of the U.S. Internal Revenue Code and is classified as an organization which is not a private foundation under Section 509(a) of the U.S. Internal Revenue Code. Management does not believe there are any uncertain tax positions as defined by FASB ASC 740, Income Taxes. The Board could be subject to income tax examinations for its U.S. federal tax filings for the current tax year and previous filings for fiscal years 2016, 2015, and 2014 still open under the statute of limitations. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Alabama State Department of Education | ||||||||
| 50 North Ripley Street PO Box | 302101 | MONTGOMERY | AL | 36104 | 636000619 | GOV | $101,020 | GENERAL OPERATIONAL SUPPORT |
| Arkansas Department of Education | ||||||||
| Four Capitol Mall | LITTLE ROCK | AR | 72201 | 710847443 | GOV | $543,041 | GENERAL OPERATIONAL SUPPORT | |
| Maryland State Department of Education | ||||||||
| 200 W Baltimore Street | BALTIMORE | MD | 21201 | 526002033 | GOV | $542,285 | GENERAL OPERATIONAL SUPPORT | |
| Mississippi Department of Education | ||||||||
| PO Box 771 | JACKSON | MS | 39205 | 640897726 | GOV | $272,831 | GENERAL OPERATIONAL SUPPORT | |
| North Carolina Department of Public Instruction | ||||||||
| 6301 Mail Service Center | Raleigh | NC | 27699 | 561310675 | GOV | $219,776 | GENERAL OPERATIONAL SUPPROT | |
| Oklahoma State Department of Education | ||||||||
| 2500 N Lincoln Boulevard | OKLAHOMA CITY | OK | 73105 | 736017987 | GOV | $611,188 | GENERAL OPERATIONAL SUPPORT | |
| South Carolina Department of Education | ||||||||
| 1429 Senate Street | COLUMBIA | SC | 29201 | 576000286 | GOV | $589,831 | GENERAL OPERATIONAL SUPPORT | |
| West Virginia Department of Education | ||||||||
| 1900 Kanawha Boulevard East | CHARLESTON | WV | 25305 | 556000768 | GOV | $104,000 | GENERAL OPERATIONAL SUPPORT | |
| Jasper County Board of Education | ||||||||
| 1411 College Street | Monticello | GA | 31064 | 586000267 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Energy and Power | |
| Marion City Schools | ||||||||
| 420 Presidential Drive | Marion | OH | 43302 | 316400708 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Integrated Production Technologi | |
| Kanawha County Schools Board of Education | ||||||||
| 200 Elizabeth StreetCharleston WV | 25311 / 1 Warrior Way Belle WV 2501 | Charleston | WV | 25311 | 556000337 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Clean Energy Technology |
| Kanawha County Schools Board of Education | ||||||||
| 200 Elizabeth StreetCharleston WV | 25311 / 6100 Sissonville Dr Charles | Charleston | WV | 25311 | 556000337 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Innovations in Science and Techn |
| Burgin Independent Schools | ||||||||
| 440 E Main St Burgin | Burgin | KY | 40310 | 616001391 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Energy and Power | |
| NE Academy for Aerospace and Advanced Technologies | ||||||||
| 1810 Weeksville Road | Elizabeth City | NC | 27909 | 464978300 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Aerospace Engineering | |
| Kanawha County Schools Board of Education | ||||||||
| 200 Elizabeth StreetCharleston WV | 25311 / 1500 Greenbrier St Charlest | Charleston | WV | 25311 | 556000337 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Energy and Power |
| Kentucky State Treasurer | ||||||||
| 1050 US Highway 127 South Suite | 100Frankfort Kentucky 40601 / 1704 | Frankfort | KY | 40601 | 610600439 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Energy and Power |
| Steubenville City Schools | ||||||||
| 420 N 4th Street | Steubenville | OH | 43952 | 346002730 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Aerospace Engineering | |
| Collins Career Technical Center | ||||||||
| 11627 OH-243 | Chesapeake | OH | 45619 | 310749724 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Clean Energy Technology | |
| Polytech School District | ||||||||
| 823 Walnut Shade Road | Woodside | DE | 19980 | 516000279 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Aerospace Engineering | |
| Mahoning County Career and Technical Center | ||||||||
| 7300 N Palmyra Road | Canfield | OH | 44406 | 341058472 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Clean Energy Technology | |
| Richland Two School District | ||||||||
| 7 / 763 Fashion Drive | Columbia | SC | 29229 | 570478185 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Clean Energy Technology | |
| Metro Early College High School | ||||||||
| 1929 Kenny Road | Columbus | OH | 43210 | 900838465 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Energy and Power | |
| Berkeley County Board of Education | ||||||||
| 401 S Queen Street | Martinsburg | WV | 25401 | 556000297 | GOV | $10,000 | Purchase equipment to launch Course 1 of AC Integrated Production Technologi | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | SREB uses an Excel spreadsheet to monitor the fiscal and program health of the SEA sub-grantees. Staff update the primary dashboard after each approved request for funding. When staff input new budget figures, the dashboard refreshes the amount of funds available for allocation - within a state and across the whole initiative. Separate state tabs allow staff to record more detailed information about milestones, goals, and SREB-grantee engagement. SREB maintains digital and print versions of contracts, invoices, and partnership agreements. SREB regularly monitors the performance of SEA sub-grantees. The team reaches out to sub-grantees at least twice monthly. Quarterly, grantees produce a report for SREB review. Every six months, SREB determines whether grantees have completed the work as outlined in the Letters of Agreement. At that time, the Educator Effectiveness team will issue one of three recommendations to grantees: 1. Evidence of Impact Offered: Proceed without Changes 2. Some Challenges Experienced: Proceed with Changes 3. Systemic Challenges Found: Approve Corrective Action before Proceeding The first two recommendations will allow for the drafting of the next Letter of Agreement for the next six months as scheduled. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Spence | ||||||||||||||
| President | $216,600 | $0 | $0 | $0 | $8,400 | $0 | $39,900 | $0 | $9,239 | $0 | $274,139 | $0 | $0 | $0 |
| James E Bottoms | ||||||||||||||
| Senior Vice President | $201,667 | $0 | $0 | $0 | $0 | $0 | $37,567 | $0 | $1,025 | $0 | $240,259 | $0 | $0 | $0 |
| Andy Baxter | ||||||||||||||
| VP-Educator Effectiveness | $150,000 | $0 | $0 | $0 | $0 | $0 | $14,400 | $0 | $14,570 | $0 | $178,970 | $0 | $0 | $0 |
| Joan Lord | ||||||||||||||
| VP-EDUCATION POLICY | $150,750 | $0 | $0 | $0 | $0 | $0 | $14,475 | $0 | $628 | $0 | $165,853 | $0 | $0 | $0 |
| Robert Scott Warren | ||||||||||||||
| DIRECTOR, State Initiatives | $149,667 | $0 | $0 | $0 | $0 | $0 | $14,367 | $0 | $990 | $0 | $165,024 | $0 | $0 | $0 |
| Steve Broome | ||||||||||||||
| Director, State Development | $157,708 | $0 | $0 | $0 | $0 | $0 | $15,171 | $0 | $9,319 | $0 | $182,198 | $0 | $0 | $0 |
| JAMES STONE III | ||||||||||||||
| Director, National Research Center | $173,144 | $0 | $0 | $0 | $0 | $0 | $16,714 | $0 | $681 | $0 | $190,539 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSEY D Martin | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER'S CHILD | RelationshipDescriptionTxt |
| Transaction | $52,000 | TransactionAmt |
| Transaction | FULL-TIME WAGES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | THE GOVERNING BOARD OF THE SOUTHERN REGIONAL EDUCATION BOARD IS MADE UP OF 80 INDEPENDENT MEMBERS. TO EXPEDITE DECISION-MAKING, THE BOARD HAS ASSIGNED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPOSED OF 18-20 MEMBERS, ALL OF WHOM ARE GOVERNING BOARD MEMBERS, TO ACT FULLY ON ITS BEHALF DURING THE FISCAL YEAR. THE FULL BOARD DOES, HOWEVER, MEETING ANNUALLY AND IS RESPONSIBLE FOR COMPLIANCE WITH ALL SREB POLICIES. |
| Form 990, Part VI, Section A, line 6 | The Board of Control for Southern Regional Education was created in 1948 as an interstate compact comprised of member states. Currently there are sixteen states whose governors serve as members of the governing board. each governor appoints four additional members of the governing board. All board members have equal voting rights. |
| Form 990, Part VI, Section A, line 7a | Governors of each member state appoint four members of the governing Board. The governors and their appointees have equal voting rights. |
| Form 990, Part VI, Section B, line 11b | The CFO reviews the form 990-- any issues are discussed and resolved with appropriate personnel. Once all issues are resolved, a copy of the 990 is provided to the Executive Committee who are empowered to act on behalf of the entire board. The Executive Committee may direct any questions/issues to the President/CFO for resolution. Once the Executive Committee approves the 990, a copy of the final tax form is sent to all Board members before it is filed. |
| Form 990, Part VI, Section B, line 12c | Officers, directors and key employees are provided copies of the conflict of interest policy and a Disclosure Questionnaire which they complete and sign, indicating that they have read and understand the Policy and that their answers are complete and accurate. Questionnaires are completed and submitted annually; however, SREB requires disclosure of potential conflicts of interest on a continuous basis. The Board/Executive Committee decides if a conflict of interest exists and, if so, appoints a disinterested person/committee to investigate alternatives. The Board determines appropriate disciplinary/corrective action for any violations of the policy. A Whistleblower Policy provides a mechanism for reporting of any suspected violations. |
| Form 990, Part VI, Section B, line 15 | The Board of Directors determines the compensation of the President. the executive Committee, acting on behalf of the Board, reviews compensation benchmarking analyses (including government, education testing, competitive nonprofits and other like organizations) for similar positions and makes recommendations as appropriate, ensuring they are well justified, reasonable and documented. The President has not received a pay raise since 2005. COMPENSATION FOR EXECUTIVE STAFF/KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON AN ANNUAL PERFORMANCE REVIEW AND RECOMMENDATIONS BY THE PRESIDENT, INCLUDING ATTAINMENT OF PERFORMANCE GOALS AND EXPECTATIONS. LAST DATE OF PAY RAISES ARE: SENIOR VP (2016); VP FOR POST-SECONDARY EDUCATION (2014); VP FOR EDUCATIONAL POLICIES (2015); VP FOR EDUCATOR EFFECTIVENESS (2012); CFO (2016); VP FOR STATE SERVICES (2015); DIRECTOR OF HUMAN RESOURCES (2016). |
| Form 990, Part VI, Section C, line 19 | Documents are available on an as requested basis. |
| Form 990, Part IX, line 11g | CONTRACTED SERVICES: Program service expenses 9,078,826. Management and general expenses 120,336. Fundraising expenses 0. Total expenses 9,199,162. |