2016-08-10T12:57:30-05:00 2015-12-31 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2015-01-01 261597530 THE COLORADO EDUCATION INITIATIVE COLO 3037366477 1660 LINCOLN ST NO 2000 DENVER CO 80264 SANDRA SALES CFO & INTERIM CEO 3037366477 2016-08-09 1 DORI J EGGETT P00645252 3037409400 2015 2016-12-15 16:53:06Z SANDRA SALES 1660 LINCOLN ST NO 2000 DENVER CO 80264 7718259 0 X WWW.COLORADOEDINITIATIVE.ORG X 2007 CO CEI WORKS TO ACCELERATE STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION AND CAPACITY BUILDING.WORKING IN COLLABORATION WITH A WIDE ARRAY OF PARTNERS, INCLUDING THE COLORADO DEPARTMENT OF EDUCATION, SCHOOL DISTRICTS, AND OTHERS, THE COLORADO EDUCATION INITIATIVE (CEI) ACCELERATES INNOVATION AND IMPROVEMENT IN COLORADO'S K-12 SCHOOLS. CEI'S VISION IS THAT EVERY STUDENT IN COLORADO IS PREPARED AND UNAFRAID TO SUCCEED IN SCHOOL, WORK, AND LIFE, AND READY TO TAKE ON THE CHALLENGES OF TODAY, TOMORROW, AND BEYOND. 14 14 60 20 0 0 14095175 7195631 135040 464864 5879 6294 -8219 -78631 14227875 7588158 2580678 3105202 0 0 3963558 4117938 0 0 145172 4330325 4547001 10874561 11770141 3353314 -4181983 11705987 7563569 438087 502072 11267900 7061497 X SEE SCHEDULE O. 0 0 2199525 835477 369923 THE COLORADO LEGACY SCHOOLS (CLS) INITIATIVE WORKS WITH HIGH SCHOOLS ACROSS THE STATE TO DRAMATICALLY INCREASE THE NUMBER AND DIVERSITY OF COLORADO HIGH SCHOOL STUDENTS WHO ARE SUCCEEDING IN AP MATH, SCIENCE, AND ENGLISH COURSES -- ESPECIALLY STUDENTS TYPICALLY UNDERREPRESENTED IN AP COURSES SUCH AS FEMALES, AND STUDENTS OF POVERTY AND COLOR. CLS COURSEWORK ALSO ENCOURAGES STUDENTS TO PURSUE MAJORS AND CAREERS IN THE RAPIDLY-GROWING STEM FIELDS -- SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH. CLS IS A LOCAL REPLICATION OF THE NATIONAL MATH + SCIENCE INITIATIVE'S COLLEGE READINESS PROGRAM. 2211059 396871 94941 THE HEALTH AND WELLNESS INITIATIVE CONNECTS EDUCATORS WITH PROMISING PRACTICES TO INCREASE STUDENTS' OVERALL PHYSICAL AND SOCIAL-EMOTIONAL WELLNESS. IT MAKES CLEAR THE CRITICAL LINK BETWEEN HEALTH AND ACADEMIC ACHIEVEMENT, AND PROMOTES POSITIVE SCHOOL CLIMATES AND BEST PRACTICES IN HEALTHY SCHOOLS. THE INITIATIVE WORKS TOWARD A SYSTEMIC, STRATEGIC, AND COORDINATED APPROACH TO SUPPORTING STUDENTS, WHICH INCLUDES SOCIAL, EMOTIONAL, MENTAL, NUTRITIONAL, PHYSICAL, AND SAFETY WELLNESS. 1459297 733224 NEXT GENERATION LEARNING IS AN APPROACH THAT LETS STUDENTS CONNECT WITH THE LARGER WORLD; LEARN ABOUT CAREERS; WORK ON SOLVING SOCIAL PROBLEMS; AND DEVELOP SKILLS THEY NEED TO BE HAPPY, HEALTHY, AND PRODUCTIVE ADULTS. THE NEXT GENERATION LEARNING INITIATIVE WORKS WITH SCHOOLS TO PROVIDE STUDENTS NOT ONLY WITH A SOLID FOUNDATION IN MATH, READING, AND OTHER ACADEMIC SUBJECTS, BUT ALSO THE PROFESSIONAL AND ENTREPRENEURIAL SKILLS THAT ARE JUST AS CRITICAL FOR SUCCESS IN THE WORKFORCE AND IN LIFE. THESE INCLUDE SKILLS LIKE MANAGING TIME, COLLABORATING WITH OTHERS, TAKING RISKS, LEARNING FROM FAILURE, AND MAKING DECISIONS THAT CONTRIBUTE TO OUR COMMUNITY. 4391647 1071043 THE PROFESSIONAL LEARNING INITIATIVE'S ACCELERATOR PROJECT PARTNERS WITH TEACHERS, SCHOOL AND DISTRICT LEADERS, AND EDUCATION ORGANIZATIONS ACROSS THE STATE TO IMPROVE INSTRUCTIONAL PRACTICE, USE DATA TO INFORM INSTRUCTION AND DECISION-MAKING, AND CREATE PROFESSIONAL DEVELOPMENT THAT MEETS TEACHERS' NEEDS. THE PURPOSE IS TO SUPPORT THE DEVELOPMENT OF EDUCATORS AND STUDENTS' ACADEMIC AND NONACADEMIC COMPETENCIES THROUGH INNOVATIVE AND IMPROVED LEARNING ENVIRONMENTS AND ALIGN SYSTEMS TO BE RESPONSIVE TO NEEDS. 430373 68587 THE STEM INITIATIVE - SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH - IS ADVANCING A STRATEGIC STATEWIDE EFFORT TO IMPROVE STEM EDUCATION TO ENSURE ALL STUDENTS ARE PREPARED FOR SUCCESS IN A 21ST CENTURY ECONOMY BY MORE CLEARLY DEFINING WHAT QUALITY STEM EDUCATION IS, INCREASING ACCESS FOR LOW-INCOME AND MINORITY STUDENTS, AND BETTER COORDINATING RESOURCES. CEI ALSO SERVES AS THE BACKBONE ORGANIZATION TO COLORADO STEM, THE EFFORT TO IMPLEMENT THE COLORADO STEM EDUCATION ROADMAP (STEM ROADMAP). 4822020 1139630 10691901 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 533 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SANDY SALES 3037366477 1660 LINCOLN SUITE 2000 DENVER CO 80264 DR STEPHEN SHOGAN BOARD MEMBER 2.00 X 0 0 0 MONICA SKOK CHAIR 4.00 X X 0 0 0 KAREN LEFEVER BOARD MEMBER 2.00 X 0 0 0 ELAINE GANTZ BERMAN BOARD SECRETARY 3.00 X X 0 0 0 GEORGE SPARKS BOARD MEMBER 3.00 X 0 0 0 JOHN ANDERSON BOARD MEMBER 2.00 X 0 0 0 JOSEPH GARCIA BOARD MEMBER 2.00 X 0 0 0 MATTHEW SMITH VICE CHAIR 3.00 X X 0 0 0 CHRISTINA ORTIZ BLUTH TREASURER 3.00 X X 0 0 0 LEROY WILLIAMS JR BOARD MEMBER 2.00 X 0 0 0 JANDEL ALLEN-DAVIS BOARD MEMBER 2.00 X 0 0 0 MICHAEL GERSACK BOARD MEMBER 2.00 X 0 0 0 GRAHAM FORMAN BOARD MEMBER 2.00 X 0 0 0 MEERA MANI BOARD MEMBER 2.00 X 0 0 0 HENRY ROMAN BOARD MEMBER 2.00 X 0 0 0 SCOTT ZIRBEL BOARD MEMBER 2.00 X 0 0 0 GLENNA NORVELLE PRESIDENT & CEO 50.00 X 174472 0 13135 SANDRA SALES CFO 48.00 X 143388 0 9038 YEE-ANN CHO SENIOR VP 48.00 X 139763 0 14739 LESLIE DAHLKEMPER VICE PRESIDENT 48.00 X 116872 0 3682 ANGELA BABER DIRECTOR 48.00 X 101341 0 11423 GREG HESSEE DIRECTOR 48.00 X 103953 0 2989 779789 0 55006 6 0 1 0 TWO REVOLUTIONS LLC 77 BROADVIEW AVE NEW ROCHELLE NY 10804 CONSULTING 151783 SLOPE RESEARCH 8337 WILKERSON COURT ARVADA CO 80007 CONSULTING 126590 2 142471 7053160 7195631 PROGRAM FEES 900099 369923 369923 SUMMIT BREAKFAST 900099 94941 94941 464864 29321 29321 23027 -23027 -23027 -23027 23850 142471 107074 -83224 -83224 MISCELLANEOUS REVENUE 900099 4593 4593 4593 7588158 464864 0 -72337 X 3105202 3105202 457623 274617 139388 43618 3017980 2553636 415709 48635 73651 64197 7188 2266 568684 432409 128273 8002 941 941 30011 9372 20639 10000 10000 2422611 2358632 49874 14105 4217 4217 189403 168836 14370 6197 72038 58622 11504 1912 239644 196668 36502 6474 564868 548209 13179 3480 553763 544710 9053 47216 36664 9149 1403 17497 17497 SUMMIT BREAKFAST 214011 214011 SPONSORSHIPS, DUES, MEM 82465 47874 31953 2638 PROFESSIONAL DEVELOPMEN 52177 43104 7578 1495 PRINTING 46139 35138 10271 730 11770141 10691901 933068 145172 10807848 4254057 528486 596368 6443 3219 181774 103586 211376 107841 173778 103535 2495146 7658 7658 11705987 7563569 428641 478629 9446 23443 438087 502072 X 1059457 1350028 10208443 5711469 11267900 7061497 11705987 7563569 -4181983 -24420 0 X 0 1 X 1 1 1 X 7822697 12848891 7388450 14073882 7195631 49329551 7822697 12848891 7388450 14073882 7195631 49329551 31525571 17803980 11887 7772 7058 5879 29321 61917 105313 10210 5368 120891 2490 8986 5347 17524 4593 38940 49551299 666204 0.35930 0.29520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11039 9993 1046 90655 55892 34763 109682 41956 67726 103535 X 7695125 -24420 1286 130101 106967 7588158 0 7588158 11901528 1286 130101 131387 11770141 0 11770141 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2015 AND 2014. IF INCURRED, INTEREST AMD PENALTIES ASSOCIATED WITH TAX POSITIONS WOULD BE RECORDED IN THE PERIOD ASSESSED AS MISCELLANEOUS ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF DECEMBER 31, 2015 AND 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 107,074. LOSS ON DISPOSAL OF ASSETS 23,027. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 107,074. LOSS ON DISPOSAL OF ASSETS 23,027. LUNCHEON 166321 142471 23850 2008 44858 60208 166321 142471 23850 2008 44858 60208 107074 -83224 1 ACADEMY ONLINE HIGH SCHOOL ACADEMY SCHOOL DISTRICT 20 1110 CHAPEL HILLS DRIVE COLORADO SPRINGS CO 80920 846001185 501(C)3 5000 SEE SCH I, PART IV ALAMOSA HIGH SCHOOL 805 CRAFT DRIVE ALAMOSA CO 81101 846011293 501(C)3 6312 SEE SCH I, PART IV ARCHULETA SCHOOL DISTRICT 50JT PO BOX 1498 PAGOSA SPRINGS CO 81147 846002725 501(C)3 30000 SEE SCH I, PART IV AURORA CENTRAL HIGH SCHOOL 11700 EAST 11TH AVE AURORA CO 80010 846000870 501(C)3 9654 SEE SCH I, PART IV BAYFIELD SCHOOL DISTRICT JT-R 24 SOUTH CLOVER BAYFIELD CO 81122 846001442 501(C)3 15000 SEE SCH I, PART IV BOULDER VALLEY SCHOOL DISTRICT 6500 ARAPAHOE ROAD BOULDER CO 80303 846014683 501(C)3 6500 SEE SCH I, PART IV BUFFALO SCHOOL DISTRICT RE-4J 315 LEE STREET MERINO CO 80741 846013385 501(C)3 7500 SEE SCH I, PART IV CENTENNIAL SCHOOL DISTRICT 14664 HIGHWAY 159 SAN LUIS CO 81152 840518168 501(C)3 20000 SEE SCH I, PART IV CENTER CONSOLIDATED SCHOOL DISTRICT 550 S SYLVESTER CENTER CO 81125 846001943 501(C)3 16000 SEE SCH I, PART IV CENTRAL HIGH SCHOOL 550 WARRIOR WAY GRAND JUNCTION CO 81504 846002839 501(C)3 10000 SEE SCH I, PART IV COLORADO ASSOCIATION OF SCHOOL BOARDS 1200 GRANT STREET DENVER CO 80203 840480825 501(C)6 100000 SEE SCH I, PART IV COLORADO ASSOCIATION OF SCHOOL EXECUTIVES 4101 S BANNOCK STREET ENGLEWOOD CO 80110 840594444 501(C)6 100000 SEE SCH I, PART IV COLORADO DEPARTMENT OF EDUCATION 201 E COLFAX AVE DENVER CO 80203 840644739 501(C)3 217000 SEE SCH I, PART IV COLORADO SPRINGS DISTRICT 11 1115 N EL PASO STREET COLORADO SPRINGS CO 81503 846001179 501(C)3 171102 SEE SCH I, PART IV DELTA COUNTY SCHOOLS DISTRICT 50J 7655 2075 ROAD DELTA CO 81416 846002820 501(C)3 30000 SEE SCH I, PART IV DENVER PUBLIC SCHOOLS 900 GRANT STREET DENVER CO 80203 846001099 501(C)3 148734 SEE SCH I, PART IV DENVER SOUTH HIGH SCHOOL 1700 E LOUISIANA AVE DENVER CO 80210 846001099 501(C)3 8015 SEE SCH I, PART IV DOVE CREEK SCHOOL DISTRICT PO DRAWER 459 DOVE CREEK CO 81234 846013766 501(C)3 15000 SEE SCH I, PART IV DURANGO SCHOOL DISTRICT 9R 201 E 12TH STREET DURANGO CO 81301 846012500 501(C)3 30000 SEE SCH I, PART IV EAST GRAND SCHOOL DISTRICT PO BOX 125 GRANBY CO 80446 846011425 501(C)3 5000 SEE SCH I, PART IV GODSMAN ELEMENTARY SCHOOL 2120 ARKANSAS AVE DENVER CO 80223 846001099 501(C)3 5025 SEE SCH I, PART IV HARRISON HIGH SCHOOL 2755 JANITELL ROAD COLORADO SPRINGS CO 80906 846001175 501(C)3 9673 SEE SCH I, PART IV IGNACIO SCHOOL DISTRICT PO BOX 460 IGNACIO CO 81137 846011425 501(C)3 15000 SEE SCH I, PART IV JAMES IRWIN CHARTER SCHOOL 5525 ASTROZON BLVD COLORADO SPRINGS CO 80916 841531085 501(C)3 10000 SEE SCH I, PART IV JEFFERSON COUNTY PUBLIC SCHOOLS 1829 DENVER WEST DRIVE BLDG 27 GOLDENN CO 80401 846002817 501(C)3 10000 SEE SCH I, PART IV JEFFERSON HIGH SCHOOL 2305 PIERCE ST EDGEWATER CO 80214 846002817 501(C)3 11841 SEE SCH I, PART IV LA VETA SCHOOL DISTRICT RE 2 PO BOX 85 LA VETA CO 81055 846014020 501(C)3 7500 SEE SCH I, PART IV LAKE COUNTY SCHOOL DISTRICT 107 SPRUCE ST LEADVILLE CO 80461 846011994 501(C)3 10000 SEE SCH I, PART IV MANCOS SD RE-6 395 W GRAND AVE MANCOS CO 81328 846001694 501(C)3 20000 SEE SCH I, PART IV MANITOU SPRINGS SCHOOL DISTRICT #14 405 EL MONTE PLACE MANITOU SPRINGS CO 80829 846001181 501(C)3 25000 SEE SCH I, PART IV MESA COUNTY VALLEY SCHOOL DISTRICT 51 2115 GRAND AVE GRAND JUNCTION CO 81501 846002839 501(C)3 10000 SEE SCH I, PART IV MONTEZUMA CORTEZ SCHOOL DISTRICT 400 N ELM CORTEZ CO 81321 840525195 501(C)3 15000 SEE SCH I, PART IV MOUNTAIN VALLEY DISTRICT RE-1 PO BOX 127 SAGUACHE CO 81149 846001937 501(C)3 7500 SEE SCH I, PART IV PAGOSA SPRINGS MIDDLE SCHOOL PO BOX 1498 PAGOSA SPRINGS CO 81147 846002725 501(C)3 6300 SEE SCH I, PART IV PAONIA HIGH SCHOOL 846 GRAND AVE PAONIA CO 81428 846002820 501(C)3 7639 SEE SCH I, PART IV PLACE BRIDGE ACADEMY 7125 CHERRY CREEK DR NORTH CHERRY CREEK CO 80224 846001099 501(C)3 8500 SEE SCH I, PART IV POUDRE HIGH SCHOOL 201 IMPALA DRIVE FORT COLLINS CO 80521 846013733 501(C)3 34050 SEE SCH I, PART IV PUEBLO SOUTH HIGH SCHOOL 1801 HOLLYWOOD DR PUEBLO CO 81005 846001882 501(C)3 10000 SEE SCH I, PART IV RANGEVIEW HIGH SCHOOL 17599 E ILLIFF AVE AURORA CO 80013 846000870 501(C)3 9126 SEE SCH I, PART IV RIDGWAY SCHOOL DISTRICT 1115 W CLINTON RIDGWAY CO 81432 846006275 501(C)3 5000 SEE SCH I, PART IV SAN JUAN BOCES 201 E 12TH STREET DURANGO CO 81301 840603542 501(C)3 76152 SEE SCH I, PART IV SAND CREEK HIGH SCHOOL 7005 N CAREFEE CIRCLE COLORADO SPRINGS CO 80922 846001199 501(C)3 9837 SEE SCH I, PART IV SILVERTON SCHOOL DISTRICT PO BOX 128 SILVERTON CO 81433 846001945 501(C)3 20000 SEE SCH I, PART IV THOMPSON SCHOOL DISTRICT R2-J 2890 N MONROE AVE LOVELAND CO 80538 846013346 501(C)3 240250 SEE SCH I, PART IV VISTA PEAK PREPARATORY SCHOOL 24500 E 6TH AVE AURORA CO 80018 846000870 501(C)3 10000 SEE SCH I, PART IV VISTA RIDGE HIGH SCHOOL 6888 BLACK FOREST ROAD FALCON CO 80923 846001199 501(C)3 9637 SEE SCH I, PART IV WELD COUNTY SCHOOL DISTRICT 6 1025 9TH AVE GREELEY CO 80631 846002058 501(C)3 10000 SEE SCH I, PART IV 45 2 PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS AND OTHER ENTITIES INCLUDE CONTRACTUAL AGREEMENTS BETWEEN CEI AND THE RECEPIENTS OUTLINING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USES OF EXPENDITURES. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO ADVANCE STUDENT ACHIEVEMENT BY PROVIDING TOOLS, RESOURCES AND TECHNICAL ASSISTANCE. X X X 0 0 0 0 0 0 0 0 0 GLENNA NORVELLE PRESIDENT & CEO 174472 0 0 0 0 0 0 0 13135 0 187607 0 0 0 SANDRA SALES CFO 139388 0 4000 0 0 0 4441 0 4597 0 152426 0 0 0 YEE-ANN CHO SENIOR VP 136763 0 3000 0 0 0 1604 0 13135 0 154502 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW BEFORE BEING SENT TO THE REST OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABILITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,358,632. MANAGEMENT AND GENERAL EXPENSES 49,874. FUNDRAISING EXPENSES 14,105. TOTAL EXPENSES 2,422,611.