ALLIANCE FOR EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR EDUCATION (EIN 91-1508191)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349308651
- Schema version
- 2013v3.0
- 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
- 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 | 2014-11-14T16:10:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4th Street Suite 1700 | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981011726 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sara Morris | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 2063430449 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sara Morris | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Olive Way No 500 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981011726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,616,182 | 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 | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 204 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,712,383 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,275,444 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $99,984 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $178,019 | CYProgramServiceRevenueAmt |
| PY Investment Income | $479,427 | PYInvestmentIncomeAmt |
| CY Investment Income | $802,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$51,562 | PYOtherRevenueAmt |
| CY Other Revenue | -$96,276 | CYOtherRevenueAmt |
| PY Total Revenue | $4,240,232 | PYTotalRevenueAmt |
| CY Total Revenue | $5,159,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,451,184 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,965,668 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $943,390 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,103,019 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $51,400 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,742 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333,255 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,520,992 | PYOtherExpensesAmt |
| CY Other Expenses | $1,458,058 | CYOtherExpensesAmt |
| PY Total Expenses | $3,966,966 | PYTotalExpensesAmt |
| CY Total Expenses | $4,539,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,266 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $620,501 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,162,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,915,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $802,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $618,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,359,582 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,297,011 | 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 | $2,163,792 | ExpenseAmt |
| Grant | $1,113,483 | GrantAmt |
| Revenue | $66,411 | RevenueAmt |
| Desc | Partnering with Seattle Public Schools (SPS), the Alliance leverages philanthropic educational investments and provides strategic and programmatic support to create systemic impact at all schools across the city during 2013. By leveraging over $10 million since 2008 to help implement the school district's strategic plan (http://bit.ly/1rbhEzF) and holding SPS accountable for performance, the Alliance contributed to the following accomplishments: - Increase in the on-time high school graduation rate from 62% in 2008 to 72% in 2013. - Increase in percentages of low income students who met state standards in math from 35% in 2008 to 53% in 2013. - The percentages of graduates who took a college-level course during high school (AP or IB) increased from 51% in 2008 to 72% by 2013. Overall progress across the range of strategic plan metrics was evidenced by steady school improvement on the district's Performance Segmentation Framework.- The combined percentage of Level 4 and 5 schools (the 2 highest levels) increased from 31% of all schools in 2009 to 52% in 2013.- Meanwhile, the combined percentage of Level 1 and 2 schools (which in almost all cases are schools serving economically depressed areas) decreased from 41% of all schools to just 15%. (See http://goo.gl/ycw2n9)As to the Alliance's own activities and programmatic work in 2013:- We developed a new strategic plan that focuses on development of effective leaders in the city's schools (http://bit.ly/1qZttsa). New areas of focus in the coming years include development of a principal pipeline and a school board institute.- The SEATTLE COLLEGE ACCESS NETWORK, a group of 40 independent service providers facilitated by the Alliance, enrolled over 95% of eligible 8th graders in the state's College Bound scholarship program for low income students.- We launched the first cohort of the SEATTLE TEACHER RESIDENCY in June, 2013. After 14 months of intensive classroom-based training, twenty-one Residents (84%) completed the program, passed their qualifying certification exams, and have been hired by SPS to teach in high-need local schools in the 2014-15 school year. See www.seattleteacherresidency.org for more information.- Our INTENSIVE SCHOOL PARTNERSHIPS project is strengthening school-community partnerships and data-based decision making among leaders of schools and agencies that provide school-based student support services. In 2013, the project worked with SPS' IT department in development of a data tool that generates student performance and need information that can be distributed among qualified service providers subject to strict protocols regarding student privacy. - The OUR SCHOOLS COALITION, led by the Alliance, successfully held the line against concerted attempts to scale back the hard-won 2010 provisions related to inclusion of student achievement factors in teacher evaluations. - In our role with the PHILANTHROPIC PARTNERSHIP FOR PUBLIC EDUCATION (a funders collaborative), the Alliance facilitated and managed grants that are enabling SPS to: - Develop the SPS 2014-18 strategic plan (http://bit.ly/1rbhEzF);- Participate in the first year of a 3-year course of training that will enable the district to redevelop the HR department to improve its support of principals, teaching and learning in the district; and - Conduct an independent assessment of IT and data systems and began plans to improve them. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,386,771 | ExpenseAmt |
| Grant | $852,185 | GrantAmt |
| Revenue | $111,608 | RevenueAmt |
| Desc | Affiliated school activities-The Alliance for Education provided no-cost fiscal administration to over 200 groups supporting neighborhood schools and their programs. These groups include PTAs and programs in academics, the arts, languages, public service, technology, sports and other enrichment areas. In 2013, the Alliance processed and acknowledged more than 4,500 donations on behalf of these grass roots groups, and disbursed over $1.38 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 | $3,550,563 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981011726 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jonathan J Bridge | ||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jane Broom | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Fay Chapman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Chick | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Erle Cohen | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mathew Dailey | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Dixon | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Roger Eskine | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Pam Eshelman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lynnette Frank | ||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Brett Gerry | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Peter Glidden | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| George Griffen III | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Ken Hamm | ||||||
| Director | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Bradley Hoff | ||||||
| Vice Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Frederick C Kiga | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Sheila Edwards Lange | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Bruce Leader | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Nathaniel Miles | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Chase Morgan | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Estela Ortega | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Matthew Paddock | ||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Peters | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Tom Stritikus PhD | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Jena Thorton | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sally Yates | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cree Zischke | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Pam MacEwan | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Charles Wright | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Sara Morris | ||||||
| President/CEO | 40.00 | Yes (X) | $153,900 | $0 | $13,103 | |
| Amy Ward | ||||||
| CFO | 40.00 | Yes (X) | $95,000 | $0 | $19,155 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $248,900 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,258 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Strategies 360 | |||||
| 1505 Westlake Ave N 1000 | Seattle | WA | 98109 | Consulting | $109,300 |
| Ostara Group | |||||
| PO Box 17016 | Seattle | WA | 98127 | Consulting | $107,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,117 | FederatedCampaignsAmt |
| Fundraising | $362,323 | FundraisingAmt |
| Government Grants | $4,705 | GovernmentGrantsAmt |
| All Other Contributions | $3,907,299 | AllOtherContributionsAmt |
| Noncash Contributions | $149,661 | NoncashContributionsAmt |
| Total Contributions | $4,275,444 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $178,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $178,019 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $178,019 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,838 | TotalRevenueColumnAmt |
| Exclusion | $201,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,787,172 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,186,209 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $600,963 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $600,963 | TotalRevenueColumnAmt |
| Exclusion | $600,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $165,702 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $362,323 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $262,662 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$96,960 | TotalRevenueColumnAmt |
| Exclusion | -$96,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $7,323 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677 | TotalRevenueColumnAmt |
| Exclusion | $677 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Exclusion | $7 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,159,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $178,019 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $706,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,476 | TotalAmt |
| Program Services | $1,911,476 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,192 | TotalAmt |
| Program Services | $54,192 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,158 | TotalAmt |
| Program Services | $96,862 | ProgramServicesAmt |
| Management And General | $145,885 | ManagementAndGeneralAmt |
| Fundraising | $38,411 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,574 | TotalAmt |
| Program Services | $348,711 | ProgramServicesAmt |
| Management And General | $187,997 | ManagementAndGeneralAmt |
| Fundraising | $95,866 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,319 | TotalAmt |
| Program Services | $16,540 | ProgramServicesAmt |
| Management And General | $8,765 | ManagementAndGeneralAmt |
| Fundraising | $6,014 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,041 | TotalAmt |
| Program Services | $40,531 | ProgramServicesAmt |
| Management And General | $27,917 | ManagementAndGeneralAmt |
| Fundraising | $14,593 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,927 | TotalAmt |
| Program Services | $37,295 | ProgramServicesAmt |
| Management And General | $26,571 | ManagementAndGeneralAmt |
| Fundraising | $11,061 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828 | TotalAmt |
| Program Services | $828 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,246 | TotalAmt |
| Management And General | $42,246 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,742 | TotalAmt |
| Fundraising | $12,742 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,864 | TotalAmt |
| Management And General | $65,864 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,365 | TotalAmt |
| Program Services | $426,402 | ProgramServicesAmt |
| Management And General | $28,788 | ManagementAndGeneralAmt |
| Fundraising | $114,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637 | TotalAmt |
| Program Services | $637 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,033 | TotalAmt |
| Program Services | $219,365 | ProgramServicesAmt |
| Management And General | $31,178 | ManagementAndGeneralAmt |
| Fundraising | $490 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,999 | TotalAmt |
| Program Services | $1,665 | ProgramServicesAmt |
| Management And General | $13,037 | ManagementAndGeneralAmt |
| Fundraising | $9,297 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,025 | TotalAmt |
| Program Services | $47,049 | ProgramServicesAmt |
| Management And General | $43,082 | ManagementAndGeneralAmt |
| Fundraising | $15,894 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,094 | TotalAmt |
| Program Services | $67,563 | ProgramServicesAmt |
| Management And General | $4,675 | ManagementAndGeneralAmt |
| Fundraising | $4,856 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,200 | TotalAmt |
| Program Services | $241,634 | ProgramServicesAmt |
| Management And General | $6,101 | ManagementAndGeneralAmt |
| Fundraising | $2,465 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,002 | TotalAmt |
| Program Services | $2,002 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,040 | TotalAmt |
| Program Services | $7,021 | ProgramServicesAmt |
| Management And General | $6,158 | ManagementAndGeneralAmt |
| Fundraising | $2,861 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,632 | TotalAmt |
| Program Services | $390 | ProgramServicesAmt |
| Management And General | $4,242 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Business and Excise Tax | $21,743 | $8,219 | $10,939 | $2,585 |
| Dues, Fees, Licenses | $5,061 | $2,801 | $1,697 | $563 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,289 | TotalAmt |
| Program Services | $19,380 | ProgramServicesAmt |
| Management And General | $527 | ManagementAndGeneralAmt |
| Fundraising | $1,382 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,539,487 | TotalAmt |
| Program Services | $3,550,563 | ProgramServicesAmt |
| Management And General | $655,669 | ManagementAndGeneralAmt |
| Fundraising | $333,255 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,019 | BOYAmt |
| EOY | $284,084 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,342,662 | BOYAmt |
| EOY | $2,337,657 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,945 | BOYAmt |
| EOY | $930,182 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,628 | BOYAmt |
| EOY | $117,176 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,358 | BOYAmt |
| EOY | $13,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,626 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,539 | BOYAmt |
| EOY | $39,034 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,288,881 | BOYAmt |
| EOY | $9,176,897 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,982 | BOYAmt |
| EOY | $16,732 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,162,014 | BOYAmt |
| EOY | $12,915,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,125 | BOYAmt |
| EOY | $169,388 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,599 | BOYAmt |
| EOY | $421,521 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,708 | BOYAmt |
| EOY | $27,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,432 | BOYAmt |
| EOY | $618,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,720 | BOYAmt |
| EOY | $681,847 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,595,035 | BOYAmt |
| EOY | $11,458,337 | 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 | $11,359,582 | BOYAmt |
| EOY | $12,297,011 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,162,014 | BOYAmt |
| EOY | $12,915,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $620,501 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $350,116 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$33,188 | 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 | $8,368,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,661,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,649,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,712,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,275,444 | CurrentTaxYearAmt |
| Total | $27,667,182 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,368,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,661,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,649,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,712,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,275,444 | CurrentTaxYearAmt |
| Total | $27,667,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,126,719 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,540,463 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,838 | CurrentTaxYearAmt |
| Total | $976,587 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,805 | CurrentTaxYearMinus4YearsAmt |
| Total | $3,805 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $7 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,647,581 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $547,231 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| 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. | 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 | 6 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $461,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $412,281 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $672,656 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,306,865 | BeginningYearBalanceAmt |
| Contributions | $8,675 | ContributionsAmt |
| Investment Earnings Or Losses | $666,121 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $273,632 | GrantsOrScholarshipsAmt |
| Other Expenditures | $500 | OtherExpendituresAmt |
| Administrative Expenses | $46 | AdministrativeExpensesAmt |
| End Year Balance | $6,707,483 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,889,810 | BeginningYearBalanceAmt |
| Contributions | $20,129 | ContributionsAmt |
| Investment Earnings Or Losses | $1,188,350 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $172,060 | GrantsOrScholarshipsAmt |
| Other Expenditures | $595,369 | OtherExpendituresAmt |
| Administrative Expenses | $23,995 | AdministrativeExpensesAmt |
| End Year Balance | $6,306,865 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97900 | 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 | $11,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,530 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,893 | DepreciationAmt |
| Book Value | $38,287 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,203 | DepreciationAmt |
| Book Value | $747 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,034 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital lease payable | Desc |
| Amt | $27,602 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,602 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,477,536 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $350,116 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$510 | OtherRevenueAmt |
| Revenue Not Reported | $349,606 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,127,930 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,864 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$33,806 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $32,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,159,988 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,540,107 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $66,994 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $66,994 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,473,113 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,864 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $510 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $66,374 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,539,487 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -510. |
| Part XI, Line 4b - Other Adjustments: | Special Event Expense -33,806. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 33,806. Losses on uncollectable pledges 33,188. |
| Part XII, Line 4b - Other Adjustments: | Stock transfer fees 510. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Persona Direct Mail | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 39th Ave SE Suite 100 | AddressLine1 |
| City | Puyallup | City |
| State | WA | State |
| ZIP Code | 98373 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Direct mail campaign | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $84,411 | GrossReceiptsAmt |
| Retained By Contractor | $12,742 | RetainedByContractorAmt |
| Net To Organization | $71,670 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $84,411 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $12,742 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $71,670 | TotalNetToOrganizationAmt |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction/Dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $350,123 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $227,645 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $122,478 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $62,924 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,654 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $133,388 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Breakfast | NameOfEvent2Amt |
| Gross Receipts Event2 | $177,902 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $134,678 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $43,224 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $43,224 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $16,072 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $528,025 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $362,323 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $165,702 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $106,148 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,654 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $149,460 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $262,662 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$96,960 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Seattle Public Schools | |||||||
| 2445 3rd Avenue South | Seattle | WA | 98134 | 916001541 | Government | $1,556,510 | These funds supported district-wide initiatives and individual school programs. |
| McGilvra PTA | |||||||
| 1617 38th Ave East | Seattle | WA | 98112 | 943083680 | 501(c)(3) | $46,540 | General Support for McGilvra Elementary |
| University of Washington | |||||||
| 129 Schmitz Hall Box 355870 | Seattle | WA | 98195 | 916001537 | Government | $274,313 | Support for the Confucius Institute of Washington. |
| View Ridge Elementary PTA | |||||||
| 7047 50th Avenue NE | Seattle | WA | 98115 | 911049983 | 501(c)(3) | $6,908 | General Support of View Ridge Elementary. |
| West Seattle High School PTSA | |||||||
| 3000 California Avenue SW | Seattle | WA | 98116 | 731634348 | 501(c)(3) | $10,000 | General Support for West Seattle High School |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (14 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Roosevelt HS Environmental Studies Fund - Scholarships | 9 | $3,153 | Book | Scholarship | |
| 101 Club - Scholarships | 17 | $13,500 | Book | Scholarship | |
| Nathan Hale Foundation - Benson Scholarship | 1 | $2,500 | Book | Scholarship | |
| Nathan Hale Foundation - Reynolds Scholarship | 1 | $2,500 | Book | Scholarship | |
| Ballard HS - J. Amorratanasuchad Scholarship | 1 | $7,000 | Book | Scholarship | |
| Philip B. Swain Fund - Teacher Awards | 3 | $3,000 | |||
| Friends of Seattle World School Alumni - Scholarships | 28 | $10,650 | Book | Scholarship | |
| Men of Queen Anne - Scholarships | 1 | $1,000 | Book | Scholarship | |
| Nicholas Sherburne - Scholarships | 1 | $1,000 | Book | Scholarship | |
| Cleveland HS - Scholarships | 33 | $3,850 | Book | Scholarship | |
| MacFund Scholarship | 4 | $528 | Book | Scholarship | |
| Nathan Hale Foundation - SPED Scholarship | 1 | $1,000 | Book | Scholarship | |
| Nathan Hale HS Principal's Fund Scholarship | 1 | $2,500 | Book | Scholarship | |
| Stanford Tutoring Scholarship | 2 | $2,011 | Book | Scholarship |
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 79% of all grant funds awarded in 2013 ($1.56M). Approximately 3% of all grants were made directly to affiliated school groups in support of individual schools ($63k). 15% of total grants were made to other organizations ($292k). The remaining 3% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($54k). Grants to SPS: 39% were awarded as reimbursable grants and 61% 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 2013, over 99% 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sara Morris | ||||||||||||||
| President/CEO | $150,900 | $0 | $3,000 | $0 | $0 | $0 | $1,500 | $0 | $11,603 | $0 | $167,003 | $0 | $0 | $0 |
| Amy Ward | ||||||||||||||
| CFO | $95,000 | $0 | $0 | $0 | $0 | $0 | $6,652 | $0 | $12,503 | $0 | $114,155 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7 | The president/ceo 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 | $71,974 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction items | Desc |
| Contribution | 203 | ContributionCnt |
| Noncash Contributions Rpt F990 | $77,687 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6, Volunteers: | 32 of the volunteers serve on the Board of Directors or as ex-officio members, 36 served on the Emeritus Board , 71 participated on Advisory Committees or Task Force Groups. 9 provided assistance for College Access and other programs, 6 supported development efforts and 50 assisted at special events. (Total Volunteer Hours = 2,500) |
| Form 990, Part VI, Section B, line 11 | The 990 is presented for review by Clark Nuber, the 990 preparers, to the Finance and Audit Committee for its review. 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 and President: The Governance Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the president's compensation and performance each year and for evaluating the 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. CFO and VP-operations: The CEO is responsible for establishing goals and objectives relevant to compensation and performance for these positions. Performance and compensation are reviewed annually. The CEO 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 March 15, 2013. |
| 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 VI, Line 1: | The Executive Committee shall have and exercise the full power and authority of the Board in the management of the corporation, except that they shall have no authority to: (a) amend, alter or appeal the bylaws of the corporation; (b) elect, appoint or remove any director or officer of the corporation or any member of any standing committee set forth in the bylaws or any other committee established by the Board as a whole through resolution; (c) amend the Articles of Incorporation; (d) adopt a plan of merger or consolidation with another corporation; (e) authorize the sale, lease, or exchange of all or substantially all of the property and assets of the corporation not in the ordinary course of business; (f) authorize the voluntary dissolution of the corporation or revote proceedings thereof; (g) adopt a plan for the distribution of the assets of the corporation; or (h) amend, alter or repeal any resolution of the Board which by its terms provides that it shall not be amended, altered or repealed by a committee. |
| Form 990, Part IX, line 11g | OSC Project Management: Program service expenses 113,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 113,300. STR Services: Program service expenses 13,493. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,493. Affiliated School Contract Services: Program service expenses 82,515. Management and general expenses 0. Fundraising expenses 0. Total expenses 82,515. Payroll Services: Program service expenses 0. Management and general expenses 19,309. Fundraising expenses 0. Total expenses 19,309. Facilitation Services: Program service expenses 37,900. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,900. STR Partnerships - National: Program service expenses 50,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 50,000. Middle School Literacy Services: Program service expenses 64,538. Management and general expenses 0. Fundraising expenses 0. Total expenses 64,538. Confucius Institute of WA Services: Program service expenses 14,607. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,607. Staff Training: Program service expenses 3,368. Management and general expenses 1,322. Fundraising expenses 314. Total expenses 5,004. Other Professional Services: Program service expenses 46,681. Management and general expenses 8,157. Fundraising expenses 10,918. Total expenses 65,756. Interim Development Director: Program service expenses 0. Management and general expenses 0. Fundraising expenses 102,943. Total expenses 102,943. |
| Form 990, Part XI, line 9: | Loss on uncollectible pledges -33,188. |