ALLIANCE FOR EDUCATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR EDUCATION (EIN 91-1508191)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349307479
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:13:44-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark Nuber PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4th Street Suite 1700 | AddressLine1Txt |
| City | Bellevue | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 911508191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 2063430449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 OLIVE WAY No 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981011726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Ward | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2063430449 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sara Elizabeth J Hyre | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| 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 | Lisa Chick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 OLIVE WAY No 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981011726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,284,776 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.AllianceforEd.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | To ensure every child in Seattle Public Schools is prepared for success in college, career and life. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 161 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,853,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,513,904 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $405,802 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $496,290 | CYProgramServiceRevenueAmt |
| PY Investment Income | $430,921 | PYInvestmentIncomeAmt |
| CY Investment Income | $559,473 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$224,514 | PYOtherRevenueAmt |
| CY Other Revenue | -$242,229 | CYOtherRevenueAmt |
| PY Total Revenue | $4,465,951 | PYTotalRevenueAmt |
| CY Total Revenue | $4,327,438 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,228,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,971,253 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,302,353 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,349,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $13,197 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $387,838 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,189,698 | PYOtherExpensesAmt |
| CY Other Expenses | $1,137,659 | CYOtherExpensesAmt |
| PY Total Expenses | $4,733,821 | PYTotalExpensesAmt |
| CY Total Expenses | $4,458,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$267,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$130,830 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,743,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,759,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $548,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $579,625 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,195,617 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,180,187 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through fundraising, advocacy and civic engagement, the Alliance partners with our city's schools to ensure that every child is prepared for college, career and life. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,076,244 | ExpenseAmt |
| Grant | $1,067,475 | GrantAmt |
| Revenue | $394,688 | RevenueAmt |
| Desc | Educational Investment are organized into two areas designed to support student achievement at Seattle Public Schools (SPS):Strategic Work improves academic outcomes across SPS with a focus on eliminating the achievement gap that affects many low income students of color and other under-served student groups. Seattle Teacher Residency and Support for SPS' HR Redesign are examples of this work. Spirit Work includes the events we sponsor to support, celebrate and raise awareness about the achievements of students, teachers and principals in SPS. (See Section O for further details.)STRATEGIC WORK - ContinuedSince 2008, the Alliance has leveraged over $10 million to help implement the school district's strategic plans. In 2015, the Alliance's strategic work included:Seattle Teacher Residency: The Seattle Teacher Residency (STR) is modeled after medical residency model and is addressing the significant need for intensive, culturally-based training that prepares emerging educators for the rigors of improving student achievement in chronically under-performing urban schools. STR places Residents in low income, high-diversity schools for a year-long practicum under the close guidance of carefully chosen, highly qualified Mentor-teachers. At the same time, Residents are enrolled in an intensive UW College of Education master's degree program which fully integrates the classroom experience into the coursework. This intensive 14-month program to prepare teachers for high-need schools was launched in 2013 and has just finished training its third cohort of residents. A number of program milestones have been reached in the last year. - There are now 72 STR-trained educators teaching students in 29 high-need Seattle schools plus 23 Cohort 4 residents who began their year-long apprenticeships in June 2016. - 100% of the 28 Cohort 2 graduates (class of 2015) who completed their first year of teaching in June 2016 have returned to the same schools; this compares to just 82% of their peers.- 90% of the Cohort 1 graduates who graduated in June, 2014 are beginning their third year of teaching at the same high-need schools where they began their careers; this compares to the national 3-year retention rate of just 55% and an estimated local rate in the 70% range.- Toward the goal of creating a teaching force that is reflective of the district's student diversity (58%), 42% of the STR graduates now teaching in SPS are teachers of color (compared to just 20% of other SPS teachers)- Principals of STR graduates continue to report in anonymous independent surveys that STR-trained teachers are better prepared than other new teachers.Support for SPS' HR Department Redesign: The Alliance in partnership with local philanthropies supports the district's participation in the Urban Schools Human Capital Academy (USHCA). Through the academy's intensive 3-year program, SPS is learning to transform its HR department from focusing on mere transactional work to alignment with the goals of the SPS strategic plan. The objective is to become a high-functioning hub for talent recruitment and management to support principals' efforts to improve teaching and learning in schools. As a result so far, the 2014-15 teacher hiring schedule was accelerated by a full month and processes for hiring teachers and principals were improved with new mock-classroom exercises, competency definitions and innovative efficiencies. SPIRIT WORKSpirit Work in 2015 included:- Movin' On Up: An annual evening reception celebrating the principals and staff from schools that have moved up a level in the academic performance rankings or those that are at a level 5 (the highest rating given). - Foster Award: An event to award the winner of the Thomas B. Foster Award for Excellence given to an exceptional Principal with $50,000 to use in their school.- Alliance for Education Community Breakfast: A community event celebrating SPS accomplishments and raising funds for our work on behalf of Seattle Public Schools.- STR Welcome Panel: Q&A with STR alumni, residents, mentors, and instructors during the first day of STR Selection Day at the John Stanford Center. - Recognition Reception: An evening celebrating extraordinary teachers, faculty, and students in Seattle Public Schools. Winners of all Alliance for Education Awards and Scholarships were invited along with their families. Previous winners also attended to honor their peers' achievements.- STR Reception: A celebration of Cohort 2's completion of the Seattle Teacher Residency program and an opportunity to welcome Cohort 3.Form 990, Part VI, Line 1:Per the bylaws, the Executive Committee shall be composed of the officers of the corporation and such additional Directors as determined by the Board. The CEO/President shall be an ex-officio, non-voting member of the Committee. The Executive Committee shall provide guidance to the Board on all corporate matters not otherwise delgated to another commitee and shall exercise the full and complete authority of the Board except as set forth in committee charters. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,236,195 | ExpenseAmt |
| Grant | $903,778 | GrantAmt |
| Revenue | $101,602 | RevenueAmt |
| Desc | Affiliated school activities-The Alliance provides Fiscal Services for nearly 200 school-support groups including PTAs and other volunteer networks. These groups raise funds for programs in the arts, languages, technology, community service, sports and other areas that enrich the school experience for thousands of local students. In 2015, the Alliance processed and acknowledged more than 5,100 donations on behalf of these grass roots groups, and disbursed over $1.57 million for instructional support, scholarships, awards, materials, trainings, extracurricular programs and other school-related activities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,312,439 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 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 | 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 | 0 | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY WARD CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063430449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 OLIVE WAY No 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981011726 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Banks Pamela | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Bridge Jonathan | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Broom Jane | ||||||
| Vice Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Chapman Fay | ||||||
| Director | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Chick Lisa | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cohen Erle | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dailey Mathew | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Dixon Dan | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Erskine Roger | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Frank Lynnette | ||||||
| Vice Chair, Treasurer | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gerry Brett | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Gottlieb Steven | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Hamm Ken | ||||||
| Director | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Hoff Brad | ||||||
| Chair | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lange Sheila Edwards | ||||||
| Director | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Leader Bruce | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Miles Nathaniel | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Morgan Chase | ||||||
| Director | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Ortega Estela | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Paddock Matthew | ||||||
| Vice-Chair, Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Thornton Jena | ||||||
| Vice-Chair, Development | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Yates Sally | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Zapolsky David | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Morris Sara | ||||||
| President (Ex Officio Director) | 40.00 | $165,900 | $0 | $23,469 | Yes (X) | |
| Ward Amy | ||||||
| CFO | 40.00 | $103,296 | $0 | $19,540 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $269,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $190,117 | FederatedCampaignsAmt |
| Fundraising | $470,091 | FundraisingAmt |
| Government Grants | $9,260 | GovernmentGrantsAmt |
| All Other Contributions | $2,844,436 | AllOtherContributionsAmt |
| Noncash Contributions | $205,385 | NoncashContributionsAmt |
| Total Contributions | $3,513,904 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Residency Program Svcs | 611710 | $394,688 | $394,688 |
| School Activity Svcs | 611710 | $101,602 | $101,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $496,290 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,473 | TotalRevenueColumnAmt |
| Exclusion | $156,473 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,005,214 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,602,214 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,000 | TotalRevenueColumnAmt |
| Exclusion | $403,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $105,495 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $470,091 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $349,204 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$243,709 | TotalRevenueColumnAmt |
| Exclusion | -$243,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $7,400 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,920 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,480 | TotalRevenueColumnAmt |
| Exclusion | $1,480 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,327,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $496,290 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $317,244 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,291 | TotalAmt |
| Program Services | $1,827,291 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,962 | TotalAmt |
| Program Services | $143,962 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,205 | TotalAmt |
| Program Services | $139,139 | ProgramServicesAmt |
| Management And General | $109,636 | ManagementAndGeneralAmt |
| Fundraising | $63,430 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,224 | TotalAmt |
| Program Services | $345,846 | ProgramServicesAmt |
| Management And General | $274,504 | ManagementAndGeneralAmt |
| Fundraising | $158,874 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,104 | TotalAmt |
| Program Services | $19,704 | ProgramServicesAmt |
| Management And General | $14,837 | ManagementAndGeneralAmt |
| Fundraising | $8,563 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,857 | TotalAmt |
| Program Services | $59,818 | ProgramServicesAmt |
| Management And General | $45,042 | ManagementAndGeneralAmt |
| Fundraising | $25,997 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,966 | TotalAmt |
| Program Services | $37,372 | ProgramServicesAmt |
| Management And General | $29,190 | ManagementAndGeneralAmt |
| Fundraising | $17,404 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,937 | TotalAmt |
| Program Services | $32,459 | ProgramServicesAmt |
| Management And General | $8,093 | ManagementAndGeneralAmt |
| Fundraising | $3,385 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,196 | TotalAmt |
| Management And General | $63,196 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,214 | TotalAmt |
| Program Services | $251,210 | ProgramServicesAmt |
| Management And General | $83,970 | ManagementAndGeneralAmt |
| Fundraising | $26,034 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,373 | TotalAmt |
| Program Services | $114,673 | ProgramServicesAmt |
| Management And General | $37,743 | ManagementAndGeneralAmt |
| Fundraising | $21,957 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,551 | TotalAmt |
| Program Services | $5,578 | ProgramServicesAmt |
| Management And General | $1,391 | ManagementAndGeneralAmt |
| Fundraising | $582 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,324 | TotalAmt |
| Program Services | $45,923 | ProgramServicesAmt |
| Management And General | $42,959 | ManagementAndGeneralAmt |
| Fundraising | $21,442 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,278 | TotalAmt |
| Program Services | $122,037 | ProgramServicesAmt |
| Management And General | $4,770 | ManagementAndGeneralAmt |
| Fundraising | $3,471 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,051 | TotalAmt |
| Program Services | $115,267 | ProgramServicesAmt |
| Management And General | $4,505 | ManagementAndGeneralAmt |
| Fundraising | $3,279 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,491 | TotalAmt |
| Program Services | $8,697 | ProgramServicesAmt |
| Management And General | $17,490 | ManagementAndGeneralAmt |
| Fundraising | $4,304 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,827 | TotalAmt |
| Program Services | $2,858 | ProgramServicesAmt |
| Management And General | $2,133 | ManagementAndGeneralAmt |
| Fundraising | $836 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Business and Excise Tax | $43,545 | $21,358 | $15,940 | $6,247 |
| Bad Debt | $37,581 | $16,340 | $21,241 | |
| Dues, Fees, & Licenses | $3,321 | $1,629 | $1,216 | $476 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,970 | TotalAmt |
| Program Services | $1,278 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $316 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,458,268 | TotalAmt |
| Program Services | $3,312,439 | ProgramServicesAmt |
| Management And General | $757,991 | ManagementAndGeneralAmt |
| Fundraising | $387,838 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,284,103 | BOYAmt |
| EOY | $717,666 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,218,133 | BOYAmt |
| EOY | $2,392,494 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,884 | BOYAmt |
| EOY | $309,849 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,351 | BOYAmt |
| EOY | $139,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,360 | BOYAmt |
| EOY | $12,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $200,634 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,769 | BOYAmt |
| EOY | $87,611 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390,387 | BOYAmt |
| EOY | $8,080,537 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,949 | BOYAmt |
| EOY | $18,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,743,936 | BOYAmt |
| EOY | $11,759,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,382 | BOYAmt |
| EOY | $179,158 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,051 | BOYAmt |
| EOY | $178,755 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,911 | BOYAmt |
| EOY | $64,328 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $147,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,975 | BOYAmt |
| EOY | $9,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,319 | BOYAmt |
| EOY | $579,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,160 | BOYAmt |
| EOY | $718,445 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,366,630 | BOYAmt |
| EOY | $10,304,915 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,827 | BOYAmt |
| EOY | $156,827 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,195,617 | BOYAmt |
| EOY | $11,180,187 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,743,936 | BOYAmt |
| EOY | $11,759,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$130,830 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$587,826 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$164,786 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$131,988 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,649,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,275,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,853,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,513,904 | CurrentTaxYearAmt |
| Total | $20,004,706 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,649,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,275,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,853,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,513,904 | CurrentTaxYearAmt |
| Total | $20,004,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,837,912 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,166,794 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $178,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,473 | CurrentTaxYearAmt |
| Total | $923,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $500 | CurrentTaxYearMinus1YearAmt |
| Total | $507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,928,575 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,257,929 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2013 Amount: $ 7. HONORARIUM - 2014 Amount: $ 200. UNCLAIMED PROPERTY - 2014 Amount: $ 300. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 8 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $517,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $492,240 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $655,224 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,573,433 | BeginningYearBalanceAmt |
| Contributions | $10,850 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $372,392 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,413 | OtherExpendituresAmt |
| Administrative Expenses | $63,196 | AdministrativeExpensesAmt |
| End Year Balance | $7,041,899 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,460,252 | BeginningYearBalanceAmt |
| Contributions | $16,155 | ContributionsAmt |
| Investment Earnings Or Losses | $560,911 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $320,410 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,716 | OtherExpendituresAmt |
| Administrative Expenses | $67,759 | AdministrativeExpensesAmt |
| End Year Balance | $7,573,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,882,021 | BeginningYearBalanceAmt |
| Contributions | $6,935 | ContributionsAmt |
| Investment Earnings Or Losses | $1,150,411 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $441,827 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,423 | OtherExpendituresAmt |
| Administrative Expenses | $65,865 | AdministrativeExpensesAmt |
| End Year Balance | $7,460,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,367,887 | BeginningYearBalanceAmt |
| Contributions | $750 | ContributionsAmt |
| Investment Earnings Or Losses | $829,295 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,176 | GrantsOrScholarshipsAmt |
| Other Expenditures | $68,110 | OtherExpendituresAmt |
| Administrative Expenses | $62,625 | AdministrativeExpensesAmt |
| End Year Balance | $6,882,021 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,707,483 | BeginningYearBalanceAmt |
| Contributions | $5,710 | ContributionsAmt |
| Investment Earnings Or Losses | -$154,751 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $190,555 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,367,887 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97770 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,524 | DepreciationAmt |
| Book Value | $11,407 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,155 | DepreciationAmt |
| Book Value | $31,668 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,344 | DepreciationAmt |
| Book Value | $44,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,611 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital lease payable | Desc |
| Amt | $9,793 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,793 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,889,443 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$587,826 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $160 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$536 | OtherRevenueAmt |
| Revenue Not Reported | -$588,202 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,477,645 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,196 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$213,403 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$150,207 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,327,438 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,740,087 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $160 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $345,391 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $345,551 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,394,536 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,196 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $536 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $63,732 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,458,268 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Alliance for Education acts as a fiscal agent for the operation of certain programs of other organizations. Funds received for these programs are set aside in the Alliance's books and records for those organizations. |
| Part V, Line 4: | The Alliance has several endowments, each with specific purposes. The John Stanford Fund is intended for general support of the mission of the Alliance. The remaining endowment funds are intended to support awards to principals, teachers, students or to provide general support for specific schools or school programs in the Seattle school district. |
| Part XI, Line 2d - Other Adjustments: | Stock transfer fees -536. |
| Part XI, Line 4b - Other Adjustments: | Special Event Expense -213,403. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 213,403. Uncollectible Pledges from Prior Years 131,988. |
| Part XII, Line 4b - Other Adjustments: | Stock transfer fees 536. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction/Dinner | Event1Nm |
| Gross Receipts Event1 | $382,195 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $290,164 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,031 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60,029 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $118 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,029 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $191,918 | OtherDirectExpensesEvent1Amt |
| Event2 | Breakfast | Event2Nm |
| Gross Receipts Event2 | $193,391 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $179,927 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,464 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $22,350 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $53,760 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $575,586 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $470,091 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $105,495 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,379 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $118 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,029 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $245,678 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $349,204 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$243,709 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Seattle Public Schools | |||||||
| 2445 3rd Avenue South | Seattle | WA | 98134 | 916001541 | Government | $1,184,614 | These funds supported District-wide initiatives and individual school programs. |
| University of Washington | |||||||
| 129 Schmitz Hall Box 355870 | Seattle | WA | 98195 | 916001537 | Government | $528,157 | Support for the Seattle Teacher Residency program. |
| Ballard High School PTSA | |||||||
| 1418 NW 65th Street | Seattle | WA | 98117 | 911303069 | 501( c )(3) | $11,305 | General Support for Ballard High School. |
| Catharine Blaine PTA | |||||||
| 2550 34th Ave W | Seattle | WA | 98199 | 911116257 | 501( c )(3) | $11,305 | General Support for Catharine Blaine K-8. |
| Center School Community Association | |||||||
| 305 Harrison Street | Seattle | WA | 98109 | 800038130 | 501( c )(3) | $43,364 | General Support for Center School. |
| Friends of Ingraham High School | |||||||
| 1819 N 135th Street | Seattle | WA | 98133 | 462538697 | 501( c )(3) | $40,000 | General Support for Ingraham High School. |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| 101 Club - Scholarships | 10 | $15,000 | Book | Scholarship | |
| Friends of Seattle World School Alumni | 24 | $16,153 | Book | Scholarship | |
| Ballard HS - J. Amorratanasuchad Scholarship | 2 | $14,000 | Book | Scholarship | |
| STR Tuition Reimbursement | 19 | $79,254 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Seattle Public Schools (SPS) was the recipient of 60% of all grant funds awarded in 2015 ($1.18M). Approximately 6% of all grants were made directly to affiliated school groups in support of individual schools ($110k). 27% of total grants were made to other organizations ($528k). The remaining 7% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($144k). Grants to SPS: 37% were awarded as reimbursable grants and 63% as direct grants. Budgets are determined for each reimbursable grant project and SPS submits monthly expense reimbursement requests which are verified against budgeted expenditures before funds are distributed. Direct grants funds are deposited into separate cost center accounts at SPS for the specific purpose of the project and are subject to SPS expenditure policies. Grants to other organizations: During 2015, 100% of grants to other organizations were awarded as reimbursable grants. Budgets are determined for each reimbursable grant project and the organization submits monthly expense reimbursement requests which are verified against budgeted expenditures and project objectives before funds are distributed. Affiliated School Group: Funds are disbursed at the request of advisors for the account. Scholarships and Awards: Scholarships and awards are primarily restricted to support of the recipients higher education and are issued directly to the institution of higher education at which the recipient is enrolled. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morris Sara | ||||||||||||||
| President (Ex Officio Director) | $165,900 | $0 | $0 | $0 | $0 | $0 | $10,800 | $0 | $12,669 | $0 | $189,369 | $0 | $0 | $0 |
| Ward Amy | ||||||||||||||
| CFO | $103,296 | $0 | $0 | $0 | $0 | $0 | $6,770 | $0 | $12,770 | $0 | $122,836 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7 | The CEO/President received a non-fixed payment in the form of a performance-based bonus. |
| Part II: | All employees of Alliance for Education are actually employees of the Greater Seattle Chamber of Commerce dba Seattle Metropolitan Chamber of Commerce, an unrelated organization. Since the Alliance reimburses the Chamber for an employee's time, compensation and related payroll expenses are reported on Part IX and Part VII of the Form 990. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $93,896 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 195 | $110,610 | COST/SELLING PRICE |
| Yes (X) | School Supplies | 6 | $755 | Cost |
| Yes (X) | Gift Cards | 2 | $125 | Cost/Selling Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number in column (b) represents the amount of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6, Volunteers: | STR - Selection Day and File Review (20) STR - Advisory (10) Auction/Gala (45) Community Breakfast (25) Board of Directors (27) Emeritus Board (34) |
| Form 990, Part VI, Section B, line 11 | Clark Nuber, an independent accounting firm, prepares the Form 990. The Finance and Audit Committee of the Alliance reviews the Form 990 and it is also emailed to all board members before it is filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Board members review and affirm the conflict of interest policy on an annual basis. Each member is required to disclose any actual or possible conflict of interest and to present all material facts to the board or Executive Committee. After such a disclosure, the interested person shall leave the board or executive committee meeting. The remaining members shall discuss and vote whether a conflict of interest exists. If a conflict is determined to exist, the interested person may make a presentation at the board or Executive Committee meeting, but shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. The chairperson of the board or Executive Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement and after exercising due diligence, a determination shall be made by a majority vote of the disinterested directors on whether the transaction or arrangement is in the best interests of the alliance. Meeting minutes will record the names of persons who made disclosures or who were found to have actual or possible conflicts of interest, the nature of the financial interest, any action taken to determine the presence of a conflict of interest and the board or Executive Committee's decisions. |
| Form 990, Part VI, Section B, line 15 | CEO/President: The Governance Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the CEO/President's compensation and performance each year and for evaluating the CEO/President's performance annually in light of these goals and objectives. The Governance Committee utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation. The CFO: The CEO/President is responsible for establishing goals and objectives relevant to compensation and performance for this position. Performance and compensation are reviewed annually. The CEO/President utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation for these positions. Compensation reviews are done on an annual basis with the last review on April, 2016. |
| Form 990, Part VI, Section C, line 19 | Audited financial statements, annual reports and Form 990s for at least the past three years are made available on the organization's website. They are also available by request. Governing documents and conflict of interest policies are available upon request to the executive assistant. |
| Form 990, Part XI, line 9: | Uncollectible Pledges from Prior Years -131,988. |