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ALLIANCE FOR EARLY SUCCESS: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR EARLY SUCCESS (EIN 26-2797011)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-29
IRS object ID
201610899349300906
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-29T09:37:29-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341874260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 WEST 47TH STREET SUITE 1100AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262797011EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR EARLY SUCCESSBusinessNameLine1Txt
Business Name Line2FKA BIRTH TO FIVE POLICY ALLIANCEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone9134067750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6756AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662060756ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA KLEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9134067750PhoneNum
Signature2016-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENT WILSONPreparerPersonNm
PTINP00638700PTIN
Phone8169455500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA KLEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6756AddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662060756ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,227,869GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EARLYSUCCESS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS A CATALYST FOR PUTTING VULNERABLE YOUNG CHILDREN ON A PATH TO SUCCESS. OUR GOAL IS TO ADVANCE STATE POLICIES THAT LEAD TO IMPROVED HEALTH, LEARNING, AND ECONOMIC OUTCOMES FOR YOUNG CHILDREN AGES BIRTH THROUGH EIGHT. WE CREATE AND ENHANCE PARTNERSHIPS BY BRINGING LEADERS TOGETHER IN NEW AND INNOVATIVE WAYS, WITH THE GOAL OF ACHIEVING RESULTS FASTER AND BETTER THAN ANYONE COULD DO ALONE. THE BIRTH THROUGH EIGHT STATE POLICY FRAMEWORK IS A TOOL, OR ROADMAP, THAT ANYONE CAN USE TO GUIDE POLICY IN WAYS THAT WILL IMPROVE THE HEALTH, LEARNING, AND ECONOMIC OUTCOMES FOR VULNERABLE YOUNG CHILDREN. THE FRAMEWORK OUTLINES THREE POLICY PRIORITY AREAS ESSENTIAL FOR THE HEALTHY GROWTH AND DEVELOPMENT OF YOUNG CHILDREN: HEALTH, FAMILY SUPPORT, AND LEARNING. THESE ARE GROUNDED ON A FOUNDATION OF STANDARDS, ASSESSMENT, AND ACCOUNTABILITY. EVIDENCE-BASED AND INNOVATIVE BEST PRACTICE POLICY OPTIONS ARE PROVIDED IN EACH OF THE POLICY AREAS. THE FRAMEWORK RESTS ON 5 PRINCIPLES.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,114,216PYContributionsGrantsAmt
CY Contributions Grants$5,227,618CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$176PYInvestmentIncomeAmt
CY Investment Income$251CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,114,392PYTotalRevenueAmt
CY Total Revenue$5,227,869CYTotalRevenueAmt
PY Grants And Similar Paid$6,005,056PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,348,462CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$445,058PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$577,921CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$116,353CYTotalFundraisingExpenseAmt
PY Other Expenses$538,704PYOtherExpensesAmt
CY Other Expenses$657,252CYOtherExpensesAmt
PY Total Expenses$6,988,818PYTotalExpensesAmt
CY Total Expenses$7,583,635CYTotalExpensesAmt
PY Revenues Less Expenses$125,574PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,355,766CYRevenuesLessExpensesAmt
Total Assets BOY$5,050,083TotalAssetsBOYAmt
Total Assets EOY$2,694,317TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,050,083NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,694,317NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE THE MISSION STATEMENT ABOVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,663,972ExpenseAmt
Grant$6,348,462GrantAmt
DescSTATE-BASED ADVOCACY - THE ALLIANCE INVESTS IN ADVOCACY ACTIVITIES "OUTSIDE GOVERNMENT" TO INFORM POLICY DEBATES. WE INVEST IN BOTH TRADITIONAL AND NON-TRADITIONAL ORGANIZATIONS, INCLUDING CHILD ADVOCATES, BUSINESS AND CIVIC LEADERS, LAW ENFORCEMENT, AND NATIONAL NON-PROFIT ORGANIZATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$198,093ExpenseAmt
DescSTRATEGIC AND BROAD-BASED LEADERSHIP - THE ALLIANCE INVESTS IN EFFECTIVE LEADERSHIP "INSIDE GOVERNMENT" TO BUILD NEW CHAMPIONS FOR EARLY CHILDHOOD POLICY. WE INVEST IN ACTIVITIES TO INFORM POLICY AND BUDGET DEBATES AND DECISIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$198,093ExpenseAmt
DescKNOWLEDGE DEVELOPMENT AND DISSEMINATION - THE ALLIANCE INVESTS IN NEW INFORMATION AND DISSEMINATION ACTIVITIES. WE SUPPORT NEW RESEARCH AND POLICY ANALYSIS/SYNTHESIS AND SHARE IT WITH ADVOCATES AND LEADERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,060,158TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLISA KLEINPersonNm
Phone9034067750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19830 ASH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
ALICE WALKER DUFF
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
JUDITH ELSEA
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
RALPH SMITH
FORMER BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
LISA KLEIN
EXECUTIVE DIRECTOR50.00Yes (X)Yes (X)$270,774$0$0
STEFFANIE E CLOTHIER
SENIOR POLICY DIRECTOR50.00$162,999$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$433,773TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonHELENE STEBBINSPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14617 S 8TH RDAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22204ZIPCd
FieldValueIRS element (for citing)
ServicesPOLICY CONSULTATION, LIAISONServicesDesc
Compensation$156,555CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,227,618AllOtherContributionsAmt
Total Contributions$5,227,618TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$251TotalRevenueColumnAmt
Exclusion$251ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,227,869TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$251ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,348,462TotalAmt
Program Services$6,348,462ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$282,167TotalAmt
Program Services$141,083ProgramServicesAmt
Management And General$70,542ManagementAndGeneralAmt
Fundraising$70,542FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$245,700TotalAmt
Program Services$164,551ProgramServicesAmt
Management And General$61,425ManagementAndGeneralAmt
Fundraising$19,724FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,928TotalAmt
Program Services$11,964ProgramServicesAmt
Management And General$5,982ManagementAndGeneralAmt
Fundraising$5,982FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,126TotalAmt
Program Services$13,062ProgramServicesAmt
Management And General$6,532ManagementAndGeneralAmt
Fundraising$6,532FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,706TotalAmt
Program Services$1,854ProgramServicesAmt
Management And General$926ManagementAndGeneralAmt
Fundraising$926FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,968TotalAmt
Program Services$18,484ProgramServicesAmt
Management And General$9,242ManagementAndGeneralAmt
Fundraising$9,242FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$225,477TotalAmt
Program Services$159,571ProgramServicesAmt
Management And General$65,906ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
POLICY EXPENSES$156,555$117,417$39,138$0
EVALUATIONS$90,000$90,000
HONORARIUMS/STIPENDS$56,000$56,000$0$0
ACCOUNTING & LEGAL$46,360$0$46,360$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$42,186TotalAmt
Program Services$27,710ProgramServicesAmt
Management And General$11,071ManagementAndGeneralAmt
Fundraising$3,405FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,583,635TotalAmt
Program Services$7,060,158ProgramServicesAmt
Management And General$407,124ManagementAndGeneralAmt
Fundraising$116,353FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,050,083BOYAmt
EOY$2,694,317EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,050,083BOYAmt
EOY$2,694,317EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,536,286BOYAmt
EOY$2,529,317EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$513,797BOYAmt
EOY$165,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,050,083BOYAmt
EOY$2,694,317EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,050,083BOYAmt
EOY$2,694,317EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,355,766ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,430,637CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,774,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,332,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,114,216CurrentTaxYearMinus1YearAmt
Current Tax Year$5,227,618CurrentTaxYearAmt
Total$33,880,053TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,430,637CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,774,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,332,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,114,216CurrentTaxYearMinus1YearAmt
Current Tax Year$5,227,618CurrentTaxYearAmt
Total$33,880,053TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$27,096,811SubstantialContributorsTotAmt
Public Support Total170$6,783,242PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$234CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176CurrentTaxYearMinus1YearAmt
Current Tax Year$251CurrentTaxYearAmt
Total$1,162TotalAmt
FieldValueIRS element (for citing)
Total Support$33,881,215TotalSupportAmt
Public Support CY1700.20020PublicSupportCY170Pct
Public Support PY1700.18800PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE ALLIANCE FOR EARLY SUCCESS (THE ALLIANCE), FORMERLY KNOWN AS BIRTH TO FIVE POLICY ALLIANCE, IN ITS FIRST FIVE YEARS, HAS NORMALLY RECEIVED AT LEAST 10% OF ITS SUPPORT FROM PUBLIC SOURCES. THERE HAVE BEEN SEVERAL EXTRAORDINARY CONTRIBUTIONS RECEIVED IN ITS FIRST FIVE YEARS TO HELP THE FOUNDING AND OPERATIONS OF THE ALLIANCE.IN ORDER TO SUSTAIN AND EXPAND WORK, THE ALLIANCE CONDUCTS OUTREACH ACTIVITIES TO ATTRACT NEW INVESTORS AND FUNDS. LAST YEAR TWO NEW PRIVATE FOUNDATIONS CONTRIBUTED TO THE ORGANIZATION. THESE NEW DONORS ARE THE RESULT OF POSITIVE WORD OF MOUTH, PERSONAL REFERRALS, GOAL ATTAINMENT, AND ONE-ON-ONE INFORMATIONAL MEETINGS. THIS COMING YEAR THE ALLIANCE IS IDENTIFYING POTENTIAL SUPPORTERS WHO WOULD NOT PREVIOUSLY HAVE BEEN TARGETS, BUT ARE NOW AS A RESULT OF AN EXPANDED VISION AND GRANTMAKING.THE GOVERNING BODY OF THE ALLIANCE IS COMPRISED OF FOUR HIGHLY QUALIFIED INDIVIDUALS THAT ALL SERVE IN A VOLUNTARY CAPACITY. DIRECTORS ARE SELECTED BASED ON THE SKILLS, EXPERTISE AND EXPERIENCE NEEDED TO EFFECTIVELY OVERSEE ALLIANCE INVESTMENTS AND ACCOUNTABILITY. ALL DIRECTORS ARE COMMUNITY LEADERS IN THEIR HOME REGIONS, AND ARE WIDELY RECOGNIZED AS HAVING GREAT EXPERTISE AS BUSINESS, CIVIC AND/OR PHILANTHROPIC VISIONARIES. THREE DIRECTORS HAVE WORKED IN EARLY LEARNING, ONE IN K-12 EDUCATION AND TWO IN FAMILY SUPPORT. ADDITIONALLY, ONE DIRECTOR IS A FORMER PUBLIC OFFICIAL HAVING SERVED AT THE STATE LEVEL AS DIRECTOR OF THE DEPARTMENT OF HEALTH AND HUMAN SERVICES.ALLIANCE INVESTMENTS AND ACTIVITIES BENEFIT FAMILIES AND CHILDREN ACROSS THE COUNTRY. ALLIANCE GRANTEE PARTNERS CONDUCT RESEARCH, POLICY ANALYSIS, AND ADVOCACY TO IMPROVE HEALTH, FAMILY, AND LEARNING OUTCOMES FOR VULNERABLE CHILDREN BIRTH THROUGH AGE EIGHT. DISSEMINATION OF INFORMATION OCCURS THROUGH THE ALLIANCE LISTSERV, WEBSITE, TWITTER ACCOUNT, DAILY ONLINE NEWSPAPER, AND THROUGH THE 50 GRANTEE PARTNER INDIVIDUAL NETWORKS. IN TOTAL, THE ALLIANCE REACH IS OVER 25,000 INDIVIDUALS REPRESENTING EVERY STATE.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,227,869TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$5,227,869RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,227,869TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,583,635TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,583,635ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,583,635TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ALLIANCE HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ALLIANCE BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ADVANCEMENT PROJECT
1910 W SUNSET BLVD 500LOS ANGELESCA90026954835230501 C 3$30,537ADVOCACY
AMERICA'S PROMISE ALLIANCE
1110 VERNMONT AVENUE NW SUITE 900WASHINGTONDC20005541848713$25,000ADVOCACY
CALIFORNIA CHILD CARE R&R NETWORK
111 NEW MONTGOMERY STREET 7TH FLOORSAN FRANCISCOCA94105942718807501 C 3$24,375ADVOCACYFLOOR
CAMPBELL INSTITUTE
1221 SW YAMHILL ST SUITE 260PORTLANDOR97205931095351501 C 3$130,000ADVOCACY
CELEBRATE CHILDREN FOUNDATION
110 E MAIN STREET SUITE 810MADISONWI53703391946398501 C 3$15,000ADVOCACY
CENTER FOR LAW & SOCIAL POLICY CLASP
1200 18TH ST NW SUITE 200WASHINGTONDC20036237000150501 C 3$330,000ADVOCACY
CENTER FOR MICHIGAN THE
136 E MICHIGAN AVE STE 1201ANN ARBORMI49007320167398501 C 3$130,000ADVOCACY
CENTER ON DEVELOPING CHILD CENTER
50 CHURCH STREET 4TH FLOORCAMBRIDGEMA02138542176407501 C 3$400,000ADVOCACY
CHILD CARE AWARE CCA
1515 N COURTHOUSE RDARLINGTONVA22201943060756501 C 3$75,000ADVOCACY
CHILD TRENDS CT
4301 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20008132982969501 C 3$360,000ADVOCACY350
CHILDREN NOW
1404 FRANKLIN STREET SUITE 700OAKLANDCA94612943059243501 C 3$24,375ADVOCACY
CHILDREN'S ALLIANCE
718 6TH AVENUE SOUTHSEATTLEWA98122910982879501 C 3$140,000ADVOCACY
CLAYTON EARLY LEARNING
3801 MARTIN LUTHER KING BLVDDENVERCO80205840432238501 C 3$52,000ADVOCACY
COLORADO CHILDREN'S CAMPAIGN
1580 LINCOLN STREET SUITE 420DENVERCO80203742374672501 C 3$98,000ADVOCACY
COLUMBIA UNIVERSITY TRUSTEES OF
622 WEST 113TH STREETNEW YORKNY10025135598093501 C 3$275,000ADVOCACY
COMMITTEE ECONOMIC DEVELOPMENT CED
2000 L ST NW STE 700WASHINGTONDC20008131623973501 C 3$200,000ADVOCACY
COMMUNITY INITIATIVES FOR PRESCHOOL CALIF
1404 FRANKLIN STREET SUITE 700OAKLANDCA94612943059243501 C 3$24,375ADVOCACY
COUNCIL CHIEF STATE SCHOOL OFFICERS CCSSO
ONE MASSACHUSETTS AVE NW STE 700WASHINGTONDC20001530198090501 C 3$32,500ADVOCACY
COUNCIL FOR STRONG AMERICA CSA
1212 NEW YORK AVENUE NW SUITE 300WASHINGTONDC20005133840271501 C 3$420,000ADVOCACY
EDUCATION COMMISSION OF THE STATES ECS
700 N BROADWAY STE 810DENVERCO80203310722194501 C 3$49,000ADVOCACY
EXTRAMURAL FUNDS ACCOUNTING
ONE SHIELDS AVEDAVISCA95616946036494501 C 3$45,000ADVOCACY
FRAMEWORKS INSTITUTE
10116 NEW LONDON DRIVEPOTOMACMD20854710891642501 C 3$75,000ADVOCACY
KANSAS ACTION FOR CHILDREN INC
720 SW JACKSON ST STE 201TOPEKAKS66603480879502501 C 3$130,000ADVOCACY
MAINE CHILDREN'S ALLIANCE
303 STATE STAUGUSTAME04330222546643501 C 3$130,000ADVOCACY
NALEO EDUCATION FUND
1122 W WASHINGTON BLVD 3RD FLOORLOS ANGELESCA90015521212849501 C 3$75,000ADVOCACY
NATIONAL ASSOC FOR EDUC OF YOUNG CHILDREN NAEYC
1122 W WASHINGTON BLVD 3RD FLOORWASHINGTONDC20005366009499501 C 3$145,000ADVOCACY
NATIONAL GOVERNORS ASSOC NGA
444 N CAPITOL ST STE 267WASHINGTONDC20001237391796501 C 3$380,000ADVOCACY
NATIONAL WOMEN'S LAW CENTER NWLC
11 DUPONT CIRCLE NW STE 800WASHINGTONDC20036521213010501 C 3$175,000ADVOCACY
NATL BLACK CHILD DEVELOPMENT INST NBCDI
1313 L STREET NW SUITE 110WASHINGTONDC20005520908178501 C 3$140,000ADVOCACY
NAT'L CONFERENCE STATE LEGISLATORS NCSL
7700 E 1ST PLDENVERCO80230742232576501 C 3$330,000ADVOCACY
NAT'L COUNCIL OF LA RAZA NCLR
1126 16TH STREET NWWASHINGTONDC20036860212873501 C 3$85,000ADVOCACY
NEW AMERICA FOUNDATION NAF
1899 L ST NW STE 400WASHINGTONDC20036522096845$205,000ADVOCACY
NEW MEXICO ASSOCIATION FOR EDUCATION OF Y
2201 BUENA VISTA DR SE STE 424ALBUQUERQUENM87106510137970501 C 3$26,000ADVOCACY
NEW MEXICO VOICES FOR CHILDREN
2340 ALAMO AVE SE STE 120ALBUQUERQUENM87106850348301501 C 3$26,000ADVOCACY
POLICY INSTITUTE FOR THE CHILDREN OF LOUISIANA INC
426 ATHERTON DRIVEMETAIRIELA70005464487461$75,000ADVOCACY
RHODE ISLAND KIDS COUNT INC
1 UNION STATIONPROVIDENCERI02903061485449$200,000ADVOCACY
RUTGERSNIEERCEELO
7 COLLEGE AVENEW BRUNSWICKNJ08901237318742$75,000ADVOCACY
STRATEGIES FOR CHILDREN INC
400 ATLANTIC AVENUEBOSTONMA02110043551406501 C 3$90,000ADVOCACY
THIRD SECTOR NEW ENGLAND BUILD
89 SOUTH ST SUITE 700BOSTONMA02111042261109501 C 3$270,000ADVOCACY
UNITED WAY OF GREATER GEORGIA GEERS
PO BOX 2692ATLANTAGA30301580566194$10,000ADVOCACY
UNITED WAY OF SANTA FE COUNTY
440 CERRILLOS ROAD SUITE ASANTA FENM87501850163601501 C 3$78,000ADVOCACY
WISCONSIN COUNCIL ON CHILDREN AND FAMILIE
555 W WASHINGTON AVE NO 200MADISONWI53703320090509501 C 3$65,000ADVOCACY
ZERO TO THREE
1255 23RD STREET NW SUITE 350CROSS LANESWV20037521105189501 C 3$340,000ADVOCACY
ZERO TO THREE WESTERN OFFICE
350 SOUTH BIXEL STREETLOS ANGELESCA90017521105189501 C 3$24,375ADVOCACY
PENNSYLVANIA PARTNERSHIPS FOR CHILDREN
116 PINE STREET SUITE 430HARRISBURGPA17101232613869501 C 3$50,000ADVOCACY
CENTER FOR CHILDREN'S INITIATIVE
2314 MARKET STREETPHILADELPHIAPA10910232515768501 C 3$10,000ADVOCACY
CHILD AND FAMILY POLICY CENTER
505 FIFTH AVENUE SUITE 404DES MOINESIA50309421378567501 C 3$10,000ADVOCACY
MISSISSIPPI HEAD START ASSOC
921 N CONGRESS STREETJACKSONMS39202$19,526ADVOCACY
NATIONAL ACADEMY FOR STATE HEALTH POLICY NASHP
1233 20TH STREET NW SUITE 303WASHINGTONDC20036$26,500ADVOCACY
ADVOCATES FOR CHILDREN OF NEW JERSEY
35 HALSEY STREETNEWARKNJ07102221695034$50,000ADVOCACY
FieldValueIRS element (for citing)
Total501c3 Org50Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDURING THE APPLICATION PROCESS, THE ALLIANCE EVALUATES THE PROPOSED SCOPE OF WORK AS WELL AS THE APPLICANT'S ABILITY TO ACHIEVE THE DESIRED RESULTS. THE EVALUATION ALSO INCLUDES A REVIEW OF KEY PERSONNEL ON THE PROPOSED PROJECT AND THE ORGANIZATION'S BOARD OF DIRECTORS. GRANTEES ARE REQUIRED TO SIGN A STATEMENT PROHIBITING THE USE OF GRANT FUNDS FOR LOBBYING AND A GRANT AGREEMENT FORM. GRANTEES PROVIDE INTERIM AND ANNUAL NARRATIVE AND BUDGET REPORTS TO THE ALLIANCE TO ENSURE THAT THEIR WORK CONFORMS TO THE GRANT DELIVERABLES AND AGREEMENT. GRANT BUDGETS AND ORGANIZATION FINANCIALS INCLUDING ANNUAL AUDITS, ARE REVIEWED TO VERIFY GRANTEE'S FINANCIAL HEALTH.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA KLEIN
EXECUTIVE DIRECTOR$241,056$0$5,000$0$24,718$0$0$0$0$0$270,774$0$0$0
STEFFANIE E CLOTHIER
SENIOR POLICY DIRECTOR$145,715$0$0$0$17,284$0$0$0$0$0$162,999$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED BASED UPON REVIEW OF FORM 990 OF OTHER SIMILAR NON-PROFITS AND FROM SALARY INFORMATION PROVIDED FROM LOCAL RESOURCES. THE ORGANIZATION ALSO CONDUCTED A SALARY SURVEY AND TOOK INTO CONSIDERATION PREVIOUS EARNINGS OF THE EXECUTIVE DIRECTOR. A FORMAL COMPENSATION STUDY WAS PERFORMED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.