ACHIEVE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVE INC (EIN 52-2006429)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-20
- IRS object ID
- 201430799349300803
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-20T10:19:41-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520982413 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH CHARLES ST 18TH FLOOR | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522006429 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACHI | NameControl |
| Phone | 2024191540 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW NO 510 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL COHEN | Name |
| Title | PRESIDENT | Title |
| Phone | 2024191540 | Phone |
| Date Signed | 2014-03-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E CRISP | Name |
| PTIN | P00025401 | PTIN |
| Phone | 4106855512 | Phone |
| Date Prepared | 2014-03-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL COHEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW NO 510 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14806519 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ACHIEVE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | DEDICATED TO SUPPORTING STANDARDS-BASED EDUCATION REFORM EFFORTS ACROSS THE STATES. ACHIEVE HELPS STATES RAISE ACADEMIC STANDARDS AND GRADUATION REQUIREMENTS, IMPROVE ASSESSMENTS AND STRENGTHEN ACCOUNTABILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9561749 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9893932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4734958 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4899313 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3836 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13860 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13274 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14314403 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14806519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6702927 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7415800 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 309037 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7085491 | OtherExpensePriorYear |
| Other Expenses Current Year | 6760236 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13788418 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14176036 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 525985 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 630483 | RevenuesLessExpensesCY |
| Total Assets BOY | 8666754 | TotalAssetsBOY |
| Total Assets EOY | 8592619 | TotalAssetsEOY |
| Total Liabilities BOY | 7710092 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7005474 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 956662 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1587145 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ACHIEVE, INC. (ACHIEVE) IS AN EDUCATION REFORM ORGANIZATION DEDICATED TO SUPPORTING STANDARDS-BASED EDUCATION REFORM EFFORTS ACROSS THE STATES. ACHIEVE HELPS STATES RAISE ACADEMIC STANDARDS AND GRADUATION REQUIREMENTS, IMPROVE ASSESSMENTS AND STRENGTHEN ACCOUNTABILITY. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5382884 | Expense |
| Revenue | 4830044 | Revenue |
| Description | PARTNERSHIP FOR ASSESSMENT OF READINESS FOR COLLEGE AND CAREERS (PARCC): ACHIEVE IS SERVING AS THE PROJECT MANAGEMENT PARTNER FOR PARCC, A CONSORTIUM OF STATES THAT WAS AWARDED A RACE TO THE TOP ASSESSMENT COMPETITION GRANT. PARCC STATES HAVE COMMITTED TO BUILDING A K-12 ASSESSMENT SYSTEM THAT: BUILDS A PATHWAY TO COLLEGE AND CAREER READINESS FOR ALL STUDENTS; CREATES HIGH-QUALITY ASSESSMENTS THAT MEASURE THE FULL RANGE OF THE COMMON CORE STATE STANDARDS; SUPPORTS EDUCATORS IN THE CLASSROOM; MAKES BETTER USE OF TECHNOLOGY IN ASSESSMENTS; AND ADVANCES ACCOUNTABILITY AT ALL LEVELS. THE FIRST EXAMS WILL BE GIVEN IN 2014 AND 2015. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4097760 | Expense |
| Description | COLLEGE AND CAREER READY INITIATIVES: THE COLLEGE AND CAREER READY INITIATIVES UNIT IS RESPONSIBLE FOR POSITIONING ACHIEVE NATIONALLY, AND IN THE STATES, AS A LEADER OF THE COLLEGE AND CAREER READY AGENDA. THE WORK OF THE UNIT INCLUDES NATIONAL AND STATE CONTENT, POLICY, ADVOCACY AND COALITION BUILDING ON ISSUES CRITICAL TO MEETING ACHIEVE'S MISSION THAT ALL STUDENTS GRADUATE FROM HIGH SCHOOL READY FOR POSTSECONDARY SUCCESS. AMONG THE ISSUES WITH WHICH THE UNIT WORKS WITH STATES ARE THE ADOPTION AND IMPLEMENTATION OF COLLEGE AND CAREER READY POLICIES ON STANDARDS, ASSESSMENTS, GRADUATION REQUIREMENTS AND ACCOUNTABILITY. ADVOCACY AND COMMUNICATIONS SUPPORT IS ALSO PROVIDED TO STATES AND NATIONALLY. (SEE SCHEDULE O FOR CONTINUATION.) THE UNIT IS RESPONSIBLE FOR CONDUCTING RESEARCH FOR STATES AND PARTNERS, PRODUCING ACHIEVE'S ANNUAL 50-STATE REPORT, "CLOSING THE EXPECTATIONS GAP" AND HOLDING AN ANNUAL MEETING OF ALL STATE AND NATIONAL LEADERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2607911 | Expense |
| Description | NEXT GENERATION SCIENCE STANDARDS: ACHIEVE HAS FACILITATED THE DEVELOPMENT OF THE NEXT GENERATION SCIENCE STANDARDS (NGSS) OVER THE PAST 2 YEARS. ACHIEVE WILL WORK WITH ADOPTING STATES TO AID IN THE IMPLEMENTATION OF THE NGSS. THE NGSS STAFF, IN COLLABORATION WITH OTHER DEPARTMENTS AT ACHIEVE, WILL WORK WITH ADOPTING STATES TO DEMONSTRATE THE CONTRIBUTION OF THE NGSS TO COLLEGE AND CAREER READINESS AND STEM READINESS; ASSIST STATES IN COMMUNICATING WITH STAKEHOLDERS AND BUILDING SUPPORTIVE ADVOCACY COALITIONS; AND PROVIDE TOOLS AND GUIDANCE TO STATES AND THE FIELD TO BUILD CAPACITY FOR EFFECTIVE DELIVERY OF THE NGSS IN CLASSROOMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 512812 | Expense |
| Revenue | 82543 | Revenue |
| Description | BUSINESS CENTER FOR A COLLEGE AND CAREER READY AMERICA (BCCCRA): ACHIEVE HAS DEVELOPED A RANGE OF TOOLS, RESOURCES, AND SUPPORT SERVICES THAT AIMS TO HELP BUSINESS LEADERS THINK MORE STRATEGICALLY ABOUT HOW BEST TO SUPPORT COLLEGE AND CAREER READINESS FOR ALL STUDENTS IN STATES ACROSS THE COUNTRY. THE BCCCRA PROVIDES TECHNICAL ASSISTANCE AND ON-THE-GROUND SUPPORT TO BUSINESS ORGANIZATIONS COMMITTED TO HELPING STATES IMPLEMENT AND SUSTAIN THEIR COLLEGE- AND CAREER-READY AGENDA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 512812 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 82543 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12601367 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FINANCE OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024191540 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 16TH STREET NW SUITE 510 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| CRAIG BARRETT | |||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | ||||
| MARK B GRIER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GOVERNOR BILL HASLAM | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GOVERNOR DEVAL PATRICK | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GOVERNOR JAY NIXON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JEFFREY WADSWORTH | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GOVERNOR DAVE HEINEMAN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LOUIS GERSTNER JR | |||||||||
| CHAIR EMERITUS | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL COHEN | |||||||||
| PRESIDENT | 40.00 | 265300 | 0 | 46302 | X | ||||
| PETER SAYRE | |||||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | ||||
| SANDRA BOYD | |||||||||
| COO, SVP | 40.00 | 209799 | 0 | 40387 | X | ||||
| LAURA SLOVER | |||||||||
| SVP, PARCC | 40.00 | 189388 | 0 | 39512 | X | ||||
| STEPHEN PRUITT | |||||||||
| SVP, CONTENT, R&D | 40.00 | 180808 | 0 | 38080 | X | ||||
| T JASON WEEEDON | |||||||||
| SVP, CORP. RELATIONS & STRATEGIC PARTNERSHIPS | 40.00 | 180892 | 0 | 24382 | X | ||||
| DOUGLAS SOVDE | |||||||||
| DIR., PARCC INSTRUCTIONAL SUPPORTS | 40.00 | 148923 | 0 | 29888 | X | ||||
| ALLISON JONES | |||||||||
| VP, COLLABORATION | 40.00 | 225000 | 0 | 1395 | X | ||||
| JEFFREY NELHAUS | |||||||||
| DIR, PARCC ASSESSMENT | 40.00 | 204268 | 0 | 21450 | X | ||||
| ALISSA PELTZMAN | |||||||||
| VP, STATE POLICY & IMPLEMENTATION | 40.00 | 122845 | 0 | 32230 | X | ||||
| CHRISTINE TELL | |||||||||
| FORMER, DIR. OF STATE SERVICES | 40.00 | 145277 | 0 | 15543 | X | ||||
| KAREN ROSENTHAL | |||||||||
| FORMER, DIR. OF FINANCE | 40.00 | 120877 | 0 | 19300 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1993377 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 308469 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYNAXIS LLC | |||||
| 1655 N FORT MYER DR | ARLINGTON | VA | 22209 | WEBSITE DEVELOPMENT | 361500 |
| PUBLIC OPINION STRATEGIES LLC | |||||
| 214 N FAYETTE STREET | ALEXANDRIA | VA | 22314 | RESEARCH | 306518 |
| SUE PIMENTAL | |||||
| 25 COLLEGE HILL | HANOVER | NH | 03755 | CONSULTANT | 153572 |
| YOUR PART TIME CONTROLLER LLC | |||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | ACCOUNTING | 144583 |
| EDUCATION FIRST CONSULTING LLC | |||||
| PO BOX 22871 | SEATTLE | WA | 98122 | CONSULTING | 134955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 9893932 | AllOtherContributions |
| Total Contributions | 9893932 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE FOR SERVICE CONTRACTS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 4899313 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4899313 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4899313 | TotalProgramServiceRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 13274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13274 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13274 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14806519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4912587 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1335389 | Total |
| Program Services | 891366 | ProgramServices |
| Management And General | 185385 | ManagementAndGeneral |
| Fundraising | 258638 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4781686 | Total |
| Program Services | 4218725 | ProgramServices |
| Management And General | 562961 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345365 | Total |
| Program Services | 308514 | ProgramServices |
| Management And General | 36851 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552344 | Total |
| Program Services | 483727 | ProgramServices |
| Management And General | 68617 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401016 | Total |
| Program Services | 334383 | ProgramServices |
| Management And General | 50462 | ManagementAndGeneral |
| Fundraising | 16171 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156881 | Total |
| Program Services | 156881 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20230 | Total |
| Management And General | 20230 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3550712 | Total |
| Program Services | 3024325 | ProgramServices |
| Management And General | 526387 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406153 | Total |
| Program Services | 303421 | ProgramServices |
| Management And General | 94963 | ManagementAndGeneral |
| Fundraising | 7769 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66881 | Total |
| Program Services | 52447 | ProgramServices |
| Management And General | 14434 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635262 | Total |
| Program Services | 489689 | ProgramServices |
| Management And General | 131016 | ManagementAndGeneral |
| Fundraising | 14557 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 898090 | Total |
| Program Services | 866481 | ProgramServices |
| Management And General | 31609 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456219 | Total |
| Program Services | 450037 | ProgramServices |
| Management And General | 6182 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188 | Total |
| Management And General | 169 | ManagementAndGeneral |
| Fundraising | 19 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221750 | Total |
| Program Services | 174552 | ProgramServices |
| Management And General | 42478 | ManagementAndGeneral |
| Fundraising | 4720 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26370 | Total |
| Program Services | 17645 | ProgramServices |
| Management And General | 8105 | ManagementAndGeneral |
| Fundraising | 620 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 232775 | 189161 | 39253 | 4361 |
| RECRUITMENT | 56280 | 70 | 56210 | |
| PROCESSING FEES | 17207 | 15486 | 1721 | |
| DUES AND SUBSCRIPTIONS | 7868 | 602 | 7266 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7370 | Total |
| Program Services | 639341 | ProgramServices |
| Management And General | -632432 | ManagementAndGeneral |
| Fundraising | 461 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14176036 | Total |
| Program Services | 12601367 | ProgramServices |
| Management And General | 1265632 | ManagementAndGeneral |
| Fundraising | 309037 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2923157 | BOY |
| EOY | 2464426 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113669 | BOY |
| EOY | 1706754 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3271447 | BOY |
| EOY | 3242900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135876 | BOY |
| EOY | 143973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1554904 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 571417 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171526 | BOY |
| EOY | 983487 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51079 | BOY |
| EOY | 51079 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8666754 | BOY |
| EOY | 8592619 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1582347 | BOY |
| EOY | 1788007 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4143978 | BOY |
| EOY | 4265786 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1983767 | BOY |
| EOY | 951681 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7710092 | BOY |
| EOY | 7005474 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319608 | BOY |
| EOY | 386989 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637054 | BOY |
| EOY | 1200156 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956662 | BOY |
| EOY | 1587145 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8666754 | BOY |
| EOY | 8592619 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 630483 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7359888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7694059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8454795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9561749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9893932 | CurrentTaxYear |
| Total | 42964423 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7359888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7694059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8454795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9561749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9893932 | CurrentTaxYear |
| Total | 42964423 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 27891961 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15072462 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25322 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3836 | CurrentTaxYearMinus1Year |
| Total | 90834 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13274 | CurrentTaxYear |
| Total | 54593 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43109850 | TotalSupport |
| Gross Receipts From Admissions Etc | 9634271 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.34960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34720 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 750557 | OtherCostOrOtherBasis |
| Depreciation | 184392 | Depreciation |
| Book Value | 566165 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 479478 | OtherCostOrOtherBasis |
| Depreciation | 281644 | Depreciation |
| Book Value | 197834 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 324869 | OtherCostOrOtherBasis |
| Depreciation | 105381 | Depreciation |
| Book Value | 219488 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 983487 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $951,681 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 951681 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14806519 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 14806519 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14806519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14176036 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14176036 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14176036 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | ACHIEVE HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. ACHIEVE'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL COHEN | ||||||||||||||
| PRESIDENT | 265300 | 0 | 0 | 0 | 0 | 0 | 26680 | 0 | 19622 | 0 | 311602 | 0 | 0 | 0 |
| SANDRA BOYD | ||||||||||||||
| COO, SVP | 209799 | 0 | 0 | 0 | 0 | 0 | 20765 | 0 | 19622 | 0 | 250186 | 0 | 0 | 0 |
| LAURA SLOVER | ||||||||||||||
| SVP, PARCC | 189388 | 0 | 0 | 0 | 0 | 0 | 19890 | 0 | 19622 | 0 | 228900 | 0 | 0 | 0 |
| STEPHEN PRUITT | ||||||||||||||
| SVP, CONTENT, R&D | 180808 | 0 | 0 | 0 | 0 | 0 | 18469 | 0 | 19611 | 0 | 218888 | 0 | 0 | 0 |
| T JASON WEEEDON | ||||||||||||||
| SVP, CORP. RELATIONS & STRATEGIC PAR | 180892 | 0 | 0 | 0 | 0 | 0 | 16701 | 0 | 7681 | 0 | 205274 | 0 | 0 | 0 |
| DOUGLAS SOVDE | ||||||||||||||
| DIR., PARCC INSTRUCTIONAL SUPPORTS | 148923 | 0 | 0 | 0 | 0 | 0 | 10492 | 0 | 19396 | 0 | 178811 | 0 | 0 | 0 |
| ALLISON JONES | ||||||||||||||
| VP, COLLABORATION | 225000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1395 | 0 | 226395 | 0 | 0 | 0 |
| JEFFREY NELHAUS | ||||||||||||||
| DIR, PARCC ASSESSMENT | 204268 | 0 | 0 | 0 | 0 | 0 | 19940 | 0 | 1510 | 0 | 225718 | 0 | 0 | 0 |
| ALISSA PELTZMAN | ||||||||||||||
| VP, STATE POLICY & IMPLEMENTATION | 122845 | 0 | 0 | 0 | 0 | 0 | 13106 | 0 | 19124 | 0 | 155075 | 0 | 0 | 0 |
| CHRISTINE TELL | ||||||||||||||
| FORMER, DIR. OF STATE SERVICES | 145277 | 0 | 0 | 0 | 0 | 0 | 14528 | 0 | 1015 | 0 | 160820 | 0 | 0 | 0 |
| KAREN ROSENTHAL | ||||||||||||||
| FORMER, DIR. OF FINANCE | 120877 | 0 | 0 | 0 | 0 | 0 | 9854 | 0 | 9446 | 0 | 140177 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | PROGRAM SERVICES FOCUSING ON THE NEXT GENERATION OF SCIENCE STANDARDS AND A BUSINESS CENTER WERE INTRODUCED DURING THE YEAR ENDED JUNE 30, 2013. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO OTHER COMMITTIES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | LINE 11A EXPLANATION - PRIOR TO THE FILING OF THE FORM 990, INCLUDING ALL SUPPLEMENTAL FORMS AND SCHEDULES, THE CHIEF FINANCIAL OFFICER WILL RECONCILE AMOUNTS PER THE AUDITED FINANCIAL STATEMENTS TO THE FORM 990. THE CHIEF FINANCIAL OFFICER AND THE TREASURER WILL REVIEW THE FORM IN ITS ENTIRETY. THE CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM WITH THE PRESIDENT, INCLUDING SIGNIFICANT HIGHLIGHTS. THE FORM 990 IS MADE AVAILABLE TO THE AUDIT COMMITTEE MEMBERS OR THEIR DELEGATES, PRIOR TO FILING THE FORM 990 WITH THE IRS. ONCE THE FORM IS REVIEWED, THE PRESIDENT SIGNS THE FORM 990 AND THE FORM 990 IS SUBMITTED TO THE IRS ELECTRONICALLY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST DISCLOSURE FORM IS REQUIRED TO BE COMPLETED ANNUALLY, SOONER IF A SIGNIFICANT CHANGE OCCURS. GUIDELINES ARE PROVIDED REGARDING CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT OF INTEREST. ALL INDIVIDUALS ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST ON THE CONFLICT OF INTEREST FORM, WHICH MUST INCLUDE A BRIEF STATEMENT OF THE NATURE AND EXTENT OF THE CONFLICT OF INTEREST. ALL INDIVIDUALS ARE RESPONSIBLE FOR REPORTING CONFLICTS OF INTEREST TO THE CHIEF FINANCIAL OFFICER WHO WILL DETERMINE IF AN ACTUAL CONFLICT EXISTS. IF A CONFLICT OF INTEREST IS IDENTIFIED AND THERE IS NO REASONABLE WAY TO MANAGE THE CONFLICT OF INTEREST, THE INDIVIDUAL MAY BE PROHIBITED FROM PARTICIPATING IN CONFLICTING ORGANIZATION AFFAIRS. IF THE ORGANIZATION BECOMES AWARE OF ANY CONFLICT OF INTEREST THAT WAS NOT DISCLOSED, A DISCUSSION WILL BE HELD WITH THE INDIVIDUAL, WRITTEN DISCLOSURE PROVIDED BY THE POLICY WILL BE COMPLETED, AND THE CONFLICT WILL BE MANAGED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE PRESIDENT'S PERFORMANCE AND DETERMINES THE APPROPRIATE COMPENSATION. THE SENIOR LEADERSHIP TEAM PERIODICALLY USES A CONSULTANT SPECIALIZING IN NON-PROFIT ORGANIZATIONS TO REVIEW THE ORGANIZATION'S COMPENSATION PACKAGE TO ENSURE THAT THE COMPENSATION POLICY SUPPORTS THE MISSION OF THE ORGANIZATION, PERFORMANCE GOALS AND VALUES, AND COMPETETIVENESS IN THE WORKPLACE. INTERVIEWS ARE CONDUCTED WITH SENIOR LEADERSHIP TO DISCUSS JOB RESPONSIBILITIES, POSITION DESCRIPTIONS, AND APPROPRIATE MARKETPLACES FOR COMPENSATION EVALUATION. ADJUSTMENTS TO PAY GROUPS AND PAY BANDS ARE MADE BASED ON MARKETPLACE CONDITIONS, RE-EVALUATION OF POSITION DESCRIPTIONS, ETC. ANNUAL INCREASES ARE GIVEN BASED ON PERFORMANCE AND BUDGET PARAMETERS. PRESIDENT REVIEWS PERSONNEL PERFORMANCE AND DETERMINES APPROPRIATE STAFF COMPENSATION | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS OR A COPY WILL BE PROVIDED UPON REQUEST. THE FORM 990 IS ALSO ACCESSIBLE THROUGH GUIDESTAR.ORG. GOVERNING DOCUMENTS, THE CONLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOUSURE RULES, AND THEREFORE, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE BY ON-SITE REVIEW OR ELECTRONIC MEDIA. | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,024,325. MANAGEMENT AND GENERAL EXPENSES 526,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,550,712. |