2014-03-20T10:19:41-05:00 2013-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990 2012-07-01 522006429 ACHIEVE INC ACHI 2024191540 1400 16TH STREET NW NO 510 WASHINGTON DC 20036 MICHAEL COHEN 2024191540 2014-03-20 1 JAMES E CRISP P00025401 4106855512 2014-03-20 2012 2015-11-30 17:44:51Z MICHAEL COHEN 1400 16TH STREET NW NO 510 WASHINGTON DC 20036 14806519 0 X WWW.ACHIEVE.ORG X 1996 DC 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. 7 7 70 0 0 0 9561749 9893932 4734958 4899313 3836 0 13860 13274 14314403 14806519 0 0 0 0 6702927 7415800 0 0 309037 7085491 6760236 13788418 14176036 525985 630483 8666754 8592619 7710092 7005474 956662 1587145 X 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. 1 0 5382884 4830044 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. 4097760 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. 2607911 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. 512812 82543 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. 512812 82543 12601367 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 121 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 DC X X THE FINANCE OFFICE 2024191540 1400 16TH STREET NW SUITE 510 WASHINGTON DC 20036 CRAIG BARRETT 1.00 X 0 0 0 MARK B GRIER 1.00 X 0 0 0 GOVERNOR BILL HASLAM 1.00 X 0 0 0 GOVERNOR DEVAL PATRICK 1.00 X 0 0 0 GOVERNOR JAY NIXON 1.00 X 0 0 0 JEFFREY WADSWORTH 1.00 X 0 0 0 GOVERNOR DAVE HEINEMAN 1.00 X 0 0 0 LOUIS GERSTNER JR 1.00 X 0 0 0 MICHAEL COHEN 40.00 X 265300 0 46302 PETER SAYRE 1.00 X 0 0 0 SANDRA BOYD 40.00 X 209799 0 40387 LAURA SLOVER 40.00 X 189388 0 39512 STEPHEN PRUITT 40.00 X 180808 0 38080 T JASON WEEEDON 40.00 X 180892 0 24382 DOUGLAS SOVDE 40.00 X 148923 0 29888 ALLISON JONES 40.00 X 225000 0 1395 JEFFREY NELHAUS 40.00 X 204268 0 21450 ALISSA PELTZMAN 40.00 X 122845 0 32230 CHRISTINE TELL 40.00 X 145277 0 15543 KAREN ROSENTHAL 40.00 X 120877 0 19300 1993377 0 308469 11 1 1 0 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 6 9893932 9893932 FEE FOR SERVICE CONTRACTS 611710 4899313 4899313 4899313 OTHER INCOME 611710 13274 13274 13274 14806519 4912587 0 0 X 1335389 891366 185385 258638 4781686 4218725 562961 345365 308514 36851 552344 483727 68617 401016 334383 50462 16171 156881 156881 20230 20230 3550712 3024325 526387 406153 303421 94963 7769 66881 52447 14434 635262 489689 131016 14557 898090 866481 31609 456219 450037 6182 188 169 19 221750 174552 42478 4720 26370 17645 8105 620 REPAIRS & MAINTENANCE 232775 189161 39253 4361 RECRUITMENT 56280 70 56210 PROCESSING FEES 17207 15486 1721 DUES AND SUBSCRIPTIONS 7868 602 7266 7370 639341 -632432 461 14176036 12601367 1265632 309037 2923157 2464426 1113669 1706754 3271447 3242900 135876 143973 1554904 571417 1171526 983487 51079 51079 8666754 8592619 1582347 1788007 4143978 4265786 1983767 951681 7710092 7005474 X 319608 386989 637054 1200156 956662 1587145 8666754 8592619 630483 0 X 0 1 X 1 0 X 7359888 7694059 8454795 9561749 9893932 42964423 7359888 7694059 8454795 9561749 9893932 42964423 27891961 15072462 44438 25322 17238 3836 90834 18812 1500 7147 13860 13274 54593 43109850 9634271 0.34960 0.34720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750557 184392 566165 479478 281644 197834 324869 105381 219488 983487 DEFERRED RENT 951681 951681 X 14806519 0 14806519 0 14806519 14176036 0 14176036 0 14176036 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL COHEN 265300 0 0 0 0 0 26680 0 19622 0 311602 0 0 0 SANDRA BOYD 209799 0 0 0 0 0 20765 0 19622 0 250186 0 0 0 LAURA SLOVER 189388 0 0 0 0 0 19890 0 19622 0 228900 0 0 0 STEPHEN PRUITT 180808 0 0 0 0 0 18469 0 19611 0 218888 0 0 0 T JASON WEEEDON 180892 0 0 0 0 0 16701 0 7681 0 205274 0 0 0 DOUGLAS SOVDE 148923 0 0 0 0 0 10492 0 19396 0 178811 0 0 0 ALLISON JONES 225000 0 0 0 0 0 0 0 1395 0 226395 0 0 0 JEFFREY NELHAUS 204268 0 0 0 0 0 19940 0 1510 0 225718 0 0 0 ALISSA PELTZMAN 122845 0 0 0 0 0 13106 0 19124 0 155075 0 0 0 CHRISTINE TELL 145277 0 0 0 0 0 14528 0 1015 0 160820 0 0 0 KAREN ROSENTHAL 120877 0 0 0 0 0 9854 0 9446 0 140177 0 0 0 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.