FOUNDATION FOR EXCELLENCE INEDUCATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EXCELLENCE INEDUCATION INC (EIN 26-0615175)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-03
- IRS object ID
- 201632169349300528
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T09:48:59-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1713 MAHAN DRIVE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260615175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EXCELLENCE | BusinessNameLine1Txt |
| Business Name Line2 | IN EDUCATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 8503914090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIANNA LEVESQUE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8503914090 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C CARTER | PreparerPersonNm |
| PTIN | P00292302 | PTIN |
| Phone | 8508788777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIANNA LEVESQUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,569,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EXCELINED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,392,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,433,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $190,637 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,464 | CYProgramServiceRevenueAmt |
| PY Investment Income | $309,875 | PYInvestmentIncomeAmt |
| CY Investment Income | -$4,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$8,244 | PYOtherRevenueAmt |
| CY Other Revenue | $7 | CYOtherRevenueAmt |
| PY Total Revenue | $11,884,963 | PYTotalRevenueAmt |
| CY Total Revenue | $8,616,101 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $697,132 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $118,621 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,490,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,881,427 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $642,636 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,421,369 | PYOtherExpensesAmt |
| CY Other Expenses | $4,787,724 | CYOtherExpensesAmt |
| PY Total Expenses | $12,608,835 | PYTotalExpensesAmt |
| CY Total Expenses | $10,787,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$723,872 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,171,671 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,437,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,422,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $676,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $879,125 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,760,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,542,940 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD AN AMERICAN EDUCATION SYSTEM THAT EQUIPS EVERY CHILD TO ACHIEVE THEIR GOD-GIVEN POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,779,819 | ExpenseAmt |
| Grant | $6,151 | GrantAmt |
| Desc | EXCELINED'S POLICY PROGRAM PROVIDES THOUGHT LEADERSHIP AND SUPPORTS STATES WITH TECHNICAL EXPERTISE IN DEVELOPING AND IMPLEMENTING PROVEN EDUCATION REFORM POLICIES THAT ARE INCREASING STUDENT ACHIEVEMENT AND EXPANDING CHOICE IN EDUCATION. 2015 PROGRAM HIGHLIGHTS INCLUDE:-ENGAGED IN 39 STATES TO DEVELOP AND IMPLEMENT STUDENT-CENTERED POLICIES.-PUBLISHED THE DIGITAL LEARNING REPORT CARD - A COMPREHENSIVE EVALUATION OF DIGITAL LEARNING POLICIES IN ALL 50 STATES WITH 13 IN-DEPTH STATE PROFILES. -PUBLISHED ORIGINAL RESEARCH ON AGE DEMOGRAPHIC CHANGE AND THE FUTURE OF AMERICAN EDUCATION AND RELEASED WHITE PAPERS ON STUDENT DATA PRIVACY AND COURSE ACCESS. -ENGAGED IN THE EFFORT TO UPDATE THE FEDERAL ELEMENTARY AND SECONDARY EDUCATION ACT, DEVELOPING FIVE PRINCIPLES FOR REAUTHORIZATION. -LAUNCHED ED POLICY LEADERS ONLINE, FEATURING FOUR FREE, SELF-PACED MASSIVE OPEN ONLINE COURSES FOR POLICYMAKERS AND EDUCATION LEADERS. -PROVIDED EXPERT TESTIMONY ON TWENTY OCCASIONS IN TEN STATES AND PRESENTED AT MORE THAN 95 SPEAKING ENGAGEMENTS ACROSS THE COUNTRY.-COLLABORATED WITH CLOSE TO 190 EDUCATION REFORM PARTNERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,769,966 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | THE ADVOCACY PROGRAM PROMOTES STUDENT-CENTERED POLICIES IN STATES ACROSS THE NATION TO GENERALLY INFORM AND SUPPORT STATE POLICYMAKERS, EDUCATION LEADERS AND ADVOCACY PARTNERS AS THEY UNDERTAKE BOLD EDUCATION REFORM TO BENEFIT STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,524,332 | ExpenseAmt |
| Grant | $9,986 | GrantAmt |
| Revenue | $186,471 | RevenueAmt |
| Desc | HOSTED THE EIGHTH ANNUAL NATIONAL SUMMIT ON EDUCATION REFORM, WHICH CONVENED EDUCATION STAKEHOLDERS FROM ACROSS AMERICA AND AROUND THE WORLD TO SHARE STRATEGIES TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $128,406 | $52,324 | ARTS FOR LIFE AWARDED SCHOLARSHIPS TO GRADUATING FLORIDA HIGH SCHOOL SENIORS WHO EXCELLED IN VISUAL ARTS, MUSIC, DANCE, DRAMA OR CREATIVE WRITING TO SUPPORT THEIR GOAL OF HIGHER EDUCATION. |
| $881,915 | $160 | EXCELINED'S OUTREACH PROGRAM RAISES PUBLIC AWARENESS FOR EDUCATION REFORM POLICIES, THEIR IMPACT AND ISSUES AFFECTING AMERICAN K-12 EDUCATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,010,321 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $52,484 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,084,438 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA GRIGGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8503914090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SOUTH MONROE STREET NO 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONDOLEEZZA RICE | ||||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| F PHILIP HANDY | ||||||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| ELIZABETH DEVOS | ||||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| WILLIAM E OBERNDORF | ||||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| REGINALD J BROWN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| WILLIAM SIMON | ||||||||||
| DIRECTOR THRU MAY 2015 | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| BRIAN S YABLONSKI | ||||||||||
| DIRECTOR THRU MAY 2015 | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CESAR CONDE | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOEL I KLEIN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHARLES R SCHWAB | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| GASTON CAPERTON | ||||||||||
| DIRECTOR FROM OCT 2015 | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| PATRICIANNA LEVESQUE | ||||||||||
| CEO | 31.00 | Yes (X) | $362,092 | $82,491 | $8,724 | 9.00 | ||||
| PAMELA M GRIGGS | ||||||||||
| DIRECTOR OF FINANCE | 27.00 | Yes (X) | $113,495 | $0 | $4,842 | 13.00 | ||||
| DEENA REPPEN | ||||||||||
| CHIEF OF STAFF/VP OF ADMIN | 32.00 | $256,101 | $0 | $16,858 | 8.00 | Yes (X) | ||||
| JOHN BAILEY | ||||||||||
| VP OF POLICY | 40.00 | $388,350 | $0 | $13,742 | Yes (X) | |||||
| FONDA L ANDERSON | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 32.00 | $188,296 | $47,088 | $8,693 | 8.00 | Yes (X) | ||||
| CLIFTON M LADNER | ||||||||||
| SENIOR ADVISOR,POLICY & RESEARCH | 39.00 | $161,722 | $18,392 | $16,014 | 1.00 | Yes (X) | ||||
| CHRISTY L SANDBERG | ||||||||||
| SENIOR POLICY FELLOW | 40.00 | $121,050 | $0 | $9,800 | Yes (X) | |||||
| LOWELL MATTHEWS JR | ||||||||||
| POLICY DIRECTOR | 40.00 | $115,685 | $0 | $14,081 | Yes (X) | |||||
| CARRIE A JENKINS | ||||||||||
| DIRECTOR ADMINISTRATIVE SERVICES | 25.00 | $101,016 | $0 | $10,677 | 15.00 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,807,807 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $147,971 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,431 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GETTING SMART | |||||
| 1600B SW DASH POINT RD 311 | FEDERAL WAY | WA | 98023 | POLICY CONSULTING | $233,509 |
| PENN HILL GROUP LLC | |||||
| 777 6TH STREET NW SUITE 500 | WASHINGTON | DC | 20001 | POLICY CONSULTING | $170,056 |
| NELSON MULLINS RILEY & SCARBOROUGH LLP | |||||
| 1320 MAIN STREET 17TH FLOOR | COLUMBIA | SC | 29201 | POLICY CONSULTING | $154,000 |
| THE WINSTON GROUP LTD | |||||
| 101 CONSTITUTION AVENUE NW SUITE | WASHINGTON | DC | 20001 | RESEARCH | $146,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $8,433,866 | AllOtherContributionsAmt |
| Total Contributions | $8,433,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL SUMMIT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $186,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,464 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,464 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,899 | TotalRevenueColumnAmt |
| Exclusion | $205,899 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,743,608 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,953,743 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$210,135 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$210,135 | TotalRevenueColumnAmt |
| Exclusion | -$210,135 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,616,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,471 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,945 | TotalAmt |
| Program Services | $52,945 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,676 | TotalAmt |
| Program Services | $65,676 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,240 | TotalAmt |
| Program Services | $398,601 | ProgramServicesAmt |
| Management And General | $243,926 | ManagementAndGeneralAmt |
| Fundraising | $63,713 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,310,761 | TotalAmt |
| Program Services | $3,484,768 | ProgramServicesAmt |
| Management And General | $408,408 | ManagementAndGeneralAmt |
| Fundraising | $417,585 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,181 | TotalAmt |
| Program Services | $143,705 | ProgramServicesAmt |
| Management And General | $22,511 | ManagementAndGeneralAmt |
| Fundraising | $12,965 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,175 | TotalAmt |
| Program Services | $257,474 | ProgramServicesAmt |
| Management And General | $33,671 | ManagementAndGeneralAmt |
| Fundraising | $26,030 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,070 | TotalAmt |
| Program Services | $280,415 | ProgramServicesAmt |
| Management And General | $55,443 | ManagementAndGeneralAmt |
| Fundraising | $32,212 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,584 | TotalAmt |
| Program Services | $6,255 | ProgramServicesAmt |
| Management And General | $26,220 | ManagementAndGeneralAmt |
| Fundraising | $11,109 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,550 | TotalAmt |
| Program Services | $30,401 | ProgramServicesAmt |
| Management And General | $11,661 | ManagementAndGeneralAmt |
| Fundraising | $3,488 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,046 | TotalAmt |
| Program Services | $50,046 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,576 | TotalAmt |
| Management And General | $20,576 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,763 | TotalAmt |
| Program Services | $983,906 | ProgramServicesAmt |
| Management And General | $7,857 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,645 | TotalAmt |
| Program Services | $236,158 | ProgramServicesAmt |
| Management And General | $2,758 | ManagementAndGeneralAmt |
| Fundraising | $1,729 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,861 | TotalAmt |
| Program Services | $91,556 | ProgramServicesAmt |
| Management And General | $39,946 | ManagementAndGeneralAmt |
| Fundraising | $10,359 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,816 | TotalAmt |
| Program Services | $77,299 | ProgramServicesAmt |
| Management And General | $29,001 | ManagementAndGeneralAmt |
| Fundraising | $10,516 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,122 | TotalAmt |
| Program Services | $365,881 | ProgramServicesAmt |
| Management And General | $130,236 | ManagementAndGeneralAmt |
| Fundraising | $10,005 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,108 | TotalAmt |
| Program Services | $339,222 | ProgramServicesAmt |
| Management And General | $15,619 | ManagementAndGeneralAmt |
| Fundraising | $21,267 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,746 | TotalAmt |
| Program Services | $450,746 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,777 | TotalAmt |
| Program Services | $1,000,201 | ProgramServicesAmt |
| Management And General | $1,935 | ManagementAndGeneralAmt |
| Fundraising | $17,641 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,828 | TotalAmt |
| Program Services | $17,434 | ProgramServicesAmt |
| Management And General | $6,539 | ManagementAndGeneralAmt |
| Fundraising | $1,855 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,866 | TotalAmt |
| Program Services | $12,238 | ProgramServicesAmt |
| Management And General | $4,391 | ManagementAndGeneralAmt |
| Fundraising | $1,237 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATIONS | Desc |
| Total | $740,436 | TotalAmt |
| Program Services | $739,511 | ProgramServicesAmt |
| Fundraising | $925 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,787,772 | TotalAmt |
| Program Services | $9,084,438 | ProgramServicesAmt |
| Management And General | $1,060,698 | ManagementAndGeneralAmt |
| Fundraising | $642,636 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,650 | BOYAmt |
| EOY | $913,547 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,335 | BOYAmt |
| EOY | $2,387,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,286 | BOYAmt |
| EOY | $19,461 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,840 | BOYAmt |
| EOY | $60,834 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,029 | BOYAmt |
| EOY | $131,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,131 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,337 | BOYAmt |
| EOY | $60,390 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,544,529 | BOYAmt |
| EOY | $8,809,383 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,434 | BOYAmt |
| EOY | $39,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,437,440 | BOYAmt |
| EOY | $12,422,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,029 | BOYAmt |
| EOY | $879,125 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,500 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,529 | BOYAmt |
| EOY | $879,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,077,910 | BOYAmt |
| EOY | $8,865,635 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,683,001 | BOYAmt |
| EOY | $2,677,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,760,911 | BOYAmt |
| EOY | $11,542,940 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,437,440 | BOYAmt |
| EOY | $12,422,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,171,671 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$46,299 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,483,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,972,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,409,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,583,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,433,866 | CurrentTaxYearAmt |
| Total | $49,882,379 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,483,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,972,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,409,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,583,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,433,866 | CurrentTaxYearAmt |
| Total | $49,882,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,578,238 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,304,141 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $309,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,899 | CurrentTaxYearAmt |
| Total | $673,214 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $38 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $6,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,561,951 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $186,464 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,383 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,070 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,453 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,707,319 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,787,772 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $689,389 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $172,347 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $669,340 | CurrentYearMinus2Amt |
| Current Year Minus1 | $780,442 | CurrentYearMinus1Amt |
| Current Year | $689,389 | CurrentYearAmt |
| Total | $2,139,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,208,757 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $12,533 | CurrentYearMinus2Amt |
| Current Year Minus1 | $15,373 | CurrentYearMinus1Amt |
| Current Year | $80,453 | CurrentYearAmt |
| Total | $108,359 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $167,335 | CurrentYearMinus2Amt |
| Current Year Minus1 | $195,111 | CurrentYearMinus1Amt |
| Current Year | $172,347 | CurrentYearAmt |
| Total | $534,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $802,190 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $25 | CurrentYearMinus1Amt |
| Current Year | $1,383 | CurrentYearAmt |
| Total | $1,408 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,741 | DepreciationAmt |
| Book Value | $60,390 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,390 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SHORT TERM INVESTMENTS - U.S. TREASURIES | $844,214 | F |
| FIXED INCOME SECURITIES - ETFS | $5,777,280 | F |
| MUTUAL FUNDS | $624,777 | F |
| COMMON STOCK | $1,563,112 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,809,383 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,810,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$46,299 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $240,884 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $194,585 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,616,100 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,616,101 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,028,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $240,884 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $240,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,787,772 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,787,772 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS IMPLEMENTED ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2015, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN FEDERATION FOR CHILDREN GROWTH FUND | |||||||
| 1160 L STREET NW | WASHINGTON | DC | 20036 | 522111508 | 501(C)(3) | $50,000 | GRANT SUPPORTING SCHOOL CHOICE IN FLORIDA |
| TIDES FOUNDATION | |||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | 510198509 | 501(C)(3) | $2,945 | EVENT SPONSORSHIP IN SUPPORT OF K-3 READING |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ARTS FOR LIFE | 25 | $50,000 | $924 | COST | SCHOLARSHIPS AND AWARDS FOR ARTS FOR LIFE WINNERS |
| NATIONAL SUMMIT ON EDUCATION REFORM | 1000 | $9,986 | COST | BOOKS,COINS, AND PHONE WALLET CLINGS FOR SUMMIT ATTENDEES | |
| SCHOOL REPORT CARD DESIGN COMPETITION | 14 | $2,800 | COST | GIFT CARDS | |
| POLICY | 29 | $406 | COST | BOOKS | |
| TEACHER RECOGNITION | 2 | $160 | COST | GIFT CARDS | |
| ARTS FOR LIFE | 14 | $1,400 | COST | JUDGE STIPENDS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SENDS A FORM TO THE RECIPIENTS OF SCHOLARSHIP FUNDS REQUESTING THAT THE RECIPIENT CONFIRM THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE, WHICH IS THE PURSUIT OF HIGHER EDUCATION. FOR CASH AMOUNTS GRANTED TO ORGANIZATIONS, A GIFT IS ACCOMPANIED BY A LETTER STATING THE EXEMPT PURPOSE RESTRICTING ITS USE TO THAT PURPOSE, OR IF PAID IN ARREARS OF SUCH AN EXEMPT PURPOSE, IS SUPPORTED BY DOCUMENTATION OF ACTUAL COST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIANNA LEVESQUE | ||||||||||||||
| CEO | $246,728 | $61,233 | $73,134 | $21,258 | $42,230 | $0 | $6,288 | $1,662 | $774 | $0 | $369,154 | $84,153 | $0 | $0 |
| DEENA REPPEN | ||||||||||||||
| CHIEF OF STAFF/VP OF ADMIN | $215,250 | $0 | $31,602 | $0 | $9,249 | $0 | $7,946 | $0 | $8,912 | $0 | $272,959 | $0 | $0 | $0 |
| JOHN BAILEY | ||||||||||||||
| VP OF POLICY | $277,625 | $0 | $71,724 | $0 | $39,001 | $0 | $8,475 | $0 | $5,267 | $0 | $402,092 | $0 | $0 | $0 |
| FONDA L ANDERSON | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $187,269 | $46,813 | $1,100 | $275 | -$73 | $0 | $5,651 | $1,413 | $1,629 | $0 | $195,576 | $48,501 | $0 | $0 |
| CLIFTON M LADNER | ||||||||||||||
| SENIOR ADVISOR,POLICY & RESEARCH | $165,525 | $18,392 | $112 | $0 | -$3,915 | $0 | $4,969 | $552 | $10,493 | $0 | $177,184 | $18,944 | $0 | $0 |
| CHRISTY L SANDBERG | ||||||||||||||
| SENIOR POLICY FELLOW | $121,881 | $0 | $693 | $0 | -$1,524 | $0 | $3,677 | $0 | $6,123 | $0 | $130,850 | $0 | $0 | $0 |
| LOWELL MATTHEWS JR | ||||||||||||||
| POLICY DIRECTOR | $119,492 | $0 | $108 | $0 | -$3,915 | $0 | $3,588 | $0 | $10,493 | $0 | $129,766 | $0 | $0 | $0 |
| CARRIE A JENKINS | ||||||||||||||
| DIRECTOR ADMINISTRATIVE SERVICES | $101,366 | $0 | $5,188 | $0 | -$5,538 | $0 | $3,197 | $0 | $7,480 | $0 | $111,693 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL PROVIDED TO BOARD MEMBERS VALUED AT $2,144 |
| PART I, LINE 3 | CEO COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. OUR EMPLOYMENT ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. |
| PART I, LINE 4B | COMPENSATION FOR EACH PATRICIANNA LEVESQUE, JOHN BAILEY, AND DEENA REPPEN INCLUDE CONTRIBUTIONS TO A 457(F) PLAN. |
| PART I, LINE 7 | COMPENSATION FOR EACH DEENA REPPEN, JOHN BAILEY, PAM GRIGGS, AND CARRIE JENKINS INCLUDED A DISCRETIONARY BONUS RELATED TO PERFORMANCE DURING THE YEAR. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DEENA REPPEN | |||
| CHIEF OF STAFF/VP OF ADMIN | $52,822 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
| PAMELA M GRIGGS | |||
| DIRECTOR OF FINANCE | $39,632 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
| CARRIE A JENKINS | |||
| DIRECTOR ADMINISTRATIVE SERVICES | $45,561 | REIMBURSEMENT - THERE ARE SOME OVERLAPPING CURRENT AND FORMER OFFICERS, DIRECTORS, AND KEY EMPLOYEES WITH THE RELATED ORGANIZATION, EXCELLENCE IN EDUCATION NATIONAL, INC. BOARD OFFICERS AND DIRECTORS ARE UNPAID, THUS BUSINESS TRANSACTIONS PERTAINING TO THE EMPLOYED OFFICERS AND KEY EMPLOYEES RELATE TO COMPENSATION REIMBURSEMENTS BETWEEN THE ORGANIZATIONS FOR USE OF SHARED PERSONNEL WHERE THERE IS NO DIRECT PAYROLL TO THE EMPLOYEE FROM THE RELATED ORGANIZATION. THE PERSONNEL SERVICES TRANSACTIONS FROM THE RELATED ORGANIZATION INCLUDE REIMBURSEMENT FOR THE SHARED TIME OF THIS INDIVIDUAL. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE ARE BUSINESS RELATIONSHIPS FOR SEVERAL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AS THEY SERVE ON A RELATED PARTY BOARD AND/OR WORK WITH THE RELATED PARTY: PHILIP HANDY, WILLIAM OBERNDORF, ELIZABETH DEVOS, PATRICIANNA LEVESQUE, DEENA REPPEN, AND PAMELA GRIGGS |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE CHANGED IN 2015 TO SEGREGATE THE ROLE OF THE CHAIRPERSON AND PRESIDENT INTO TWO ROLES. AS SUCH, AMENDMENTS REGARDING SETTING MEETINGS AND AUTHORITY FOR EACH THE CHAIRPERSON AND PRESIDENT WERE DEFINED. |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY MANAGEMENT INTERNALLY. REVIEWED INDEPENDENTLY BY PEER OF CPA FIRM. REVIEWED BY EXTERNAL LEGAL COUNSEL. ALL RECOMMENDATIONS AND ADJUSTMENTS REVIEWED WITH CPA FIRM IN COLLABORATION ON FINAL 990. FINAL DRAFT REVIEWED BY FINANCE AND AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISTRIBUTED ON AN ANNUAL BASIS AND PHYSICALLY SIGNED COPIES ARE MAINTAINED AND UPDATED. ALL CONTRACTS ARE REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST BEFORE SIGNED. DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ALL RELATIONSHIPS AND ACTIVITIES THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN REFERENCE TO BOTH LINES 15A AND 15B: THE CEO'S COMPENSATION WAS NEGOTIATED WITH THE COMPENSATION AND ADMINISTRATION COMMITTEE. THE COMMITTEE APPROVED AND SIGNED A WRITTEN OFFER LETTER. THE ORGANIZATION'S ATTORNEYS WERE ALSO CONSULTED IN THE PROCESS. COMPENSATION FOR VICE PRESIDENT AND KEY EMPLOYEE POSITIONS DURING THE HIRING PROCESS IS PROPOSED BY THE POSITION MANAGER AND THE CEO CONSULTS WITH THE CHAIRMAN OF THE COMPENSATION AND ADMINISTRATION COMMITTEE ON SUCH SALARY REQUIREMENTS. ANNUALLY, A COMPENSATION ANALYSIS IS CONDUCTED AND SALARIES OF TOP LEVEL EMPLOYEES ARE COMPARED AGAINST SIMILAR ORGANIZATIONS TO AID IN SETTING AND BENCHMARKING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | AVAILABLE UPON REQUEST. FORM 990S ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE THREE MOST CURRENT RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, EXCELINED.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL OF THE DOCUMENTS LEGALLY REQUIRED FOR DISCLOSURE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 7 | SECURITIES SALES ACTIVITY DURING THE YEAR INCLUDED A FULL INVESTMENT ACCOUNT LIQUIDATION AND TRANSFER TO A NEW INVESTMENT MANAGEMENT FIRM AS WELL AS A SUBSEQUENT PORTFOLIO ALLOCATION CHANGE. AS SUCH, SALES ACTIVITY IS GREATER THAN USUAL, WHICH ALSO INCREASES GROSS RECEIPTS CALCULATED ON PAGE 1, ITEM G. |
| FORM 990, PART XI, LINE 9: | ROUNDING -1. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELLENCE IN EDUCATION NATIONAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S MONROE ST STE 420 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463332269 | EIN |
| Primary Activities | LOBBYING TO PROMOTE POLICIES THAT WILL IMPROVE EDUCATION IN THE US | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELLENCE IN EDUCATION NATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $512,021 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |