EDCHOICE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDCHOICE INC (EIN 35-1978359)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201322279349303267
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T14:03:56-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351978359 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIEDMAN FOUNDATION FOR EDUCATIONAL | BusinessNameLine1 |
| Business Name Line2 | CHOICE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CAREY E FOLCO | InCareOfName |
| Name Control | FRIE | NameControl |
| Phone | 3176810745 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE | AddressLine1 |
| Address Line2 | Suite 2420 | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT C ENLOW | Name |
| Title | PRESIDENT | Title |
| Phone | 3176810745 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICOLE B FISHBACK | Name |
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT C ENLOW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE STE 2420 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5414327 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EDCHOICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | PROMOTING SCHOOL CHOICE IN ORDER TO IMPROVE, THROUGH COMPETITION, K-12 EDUCATION FOR ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4498513 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5278378 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 310624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 86589 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -129241 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4809137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5235726 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 839500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1111800 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1262017 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1495754 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 747316 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2007701 | OtherExpensePriorYear |
| Other Expenses Current Year | 2281263 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4109218 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4888817 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 699919 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 346909 | RevenuesLessExpensesCY |
| Total Assets BOY | 6461598 | TotalAssetsBOY |
| Total Assets EOY | 7362855 | TotalAssetsEOY |
| Total Liabilities BOY | 142260 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 241769 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6319338 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7121086 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION WAS ESTABLISHED BY MILTON AND ROSE D. FRIEDMAN IN 1996 TO EDUCATE THE PUBLIC ON THE NEED FOR AND BENEFITS OF PARENTAL SCHOOL CHOICE. OUR EDUCATIONAL WORK INCLUDES RESEARCH, COMMUNICATIONS AND MARKETING, PUBLIC OUTREACH, AND GRANT-MAKING. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1111800 | Expense |
| Grants | 1111800 | Grants |
| Description | GRANTMAKING: THE FOUNDATION AWARDED 86 GRANTS TO CHARITABLE ORGANIZATIONS FOR EDUCATIONAL PURPOSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2066124 | Expense |
| Description | EDUCATION ACTIVITIES - THE FOUNDATION WORKED AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE PRACTICE AND BENEFITS OF SCHOOL CHOICE, IN EACH INSTANCE PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS, INDIVIDUALS AND POLICY MAKERS. THESE SERVICES INCLUDE: SPONSORING FACT-FINDING TRIPS TO CITIES/STATES WITH SCHOOL CHOICE PROGRAMS; HOSTING INFORMATIONAL SYMPOSIUMS; SPONSORING VISITS BY EXPERT SPEAKERS; TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES AT THEIR REQUEST; PARENT EDUCATION EFFORTS AND TRAINING; MEDIA SUPPORT AND MEDIA TRAINING; PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION; AND SPONSORING MEETINGS WITH FOUNDATION STAFF AND VARIOUS SCHOOL CHOICE EXPERTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 676535 | Expense |
| Description | RESEARCH AND COMMUNICATION - THE FOUNDATION PRODUCED PUBLICATIONS AND RESEARCH REPORTS INCLUDING, BUT NOT LIMITED TO, ITS BIMONTHLY NEWSLETTER (THE SCHOOL CHOICE ADVOCATE); STATE AND NATIONAL RESEARCH REPORTS; PUBLIC POLICY SURVEYS; AND OUR ANNUAL BROCHURE ENTITLED THE ABC'S OF SCHOOL CHOICE. THE FOUNDATION PRODUCED EDUCATIONAL MARKETING FLIERS AND PROMOTIONAL BROCHURES FOR STATE SCHOOL CHOICE PARTNERS. THE FOUNDATION UNDERTOOK POLLS IN EFFORTS TO GAUGE PUBLIC OPINION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3854459 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CAREY E FOLCO | NamePerson |
| Telephone Number | 3176810745 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE STE 2420 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT C ENLOW | ||||||||
| PRESIDENT AND CEO | 45.0 | X | X | 200800 | 0 | 22932 | ||
| PATRICK M BYRNE | ||||||||
| CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 | ||
| JANET FRIEDMAN MARTEL | ||||||||
| VICE CHAIRPERSON | 2.0 | X | X | 0 | ||||
| LAWRENCE A O'CONNOR JR | ||||||||
| TREASURER | 1.0 | X | X | 0 | ||||
| DAVID D FRIEDMAN | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| CHARLES H BRUNIE | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| WILLIAM J HUME | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| FRED REAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| MICHAEL WALKER | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| FRED S KLIPSCH | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| VIRGINIA WALDEN-FORD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| GREG GIANFORTE | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| J SCOTT ENRIGHT | ||||||||
| SECRETARY | 5.0 | X | X | 0 | ||||
| CAREY E FOLCO | ||||||||
| V.P. OF OPERATIONS | 40.0 | X | 78800 | 0 | 14712 | |||
| LESLIE HINER | ||||||||
| V.P. OF PROGRAMS AND STATE | 45.0 | 153300 | 5640 | X | ||||
| CYNTHIA SPARKS | ||||||||
| V.P. EXTERNAL RELATIONS | 45.0 | 283317 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 716217 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 43284 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 372990 | FundraisingEvents |
| All Other Contributions | 4905388 | AllOtherContributions |
| Total Contributions | 5278378 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86589 | TotalRevenueColumn |
| Exclusion | $86,589 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 49360 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 372990 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 178601 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -129241 | TotalRevenueColumn |
| Exclusion | -$129,241 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5235726 | TotalRevenueColumn |
| Exclusion | -$42,652 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1111800 | Total |
| Program Services | 1111800 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476184 | Total |
| Program Services | 282964 | ProgramServices |
| Management And General | 92939 | ManagementAndGeneral |
| Fundraising | 100281 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863199 | Total |
| Program Services | 485185 | ProgramServices |
| Management And General | 48505 | ManagementAndGeneral |
| Fundraising | 329509 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22525 | Total |
| Program Services | 14576 | ProgramServices |
| Management And General | 3074 | ManagementAndGeneral |
| Fundraising | 4875 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55776 | Total |
| Program Services | 36094 | ProgramServices |
| Management And General | 7612 | ManagementAndGeneral |
| Fundraising | 12070 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78070 | Total |
| Program Services | 49334 | ProgramServices |
| Management And General | 8717 | ManagementAndGeneral |
| Fundraising | 20019 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59465 | Total |
| Program Services | 4731 | ProgramServices |
| Management And General | 54734 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16668 | Total |
| Management And General | 16668 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101089 | Total |
| Program Services | 101089 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15 | Total |
| Management And General | 15 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333142 | Total |
| Program Services | 316276 | ProgramServices |
| Management And General | 12185 | ManagementAndGeneral |
| Fundraising | 4681 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279123 | Total |
| Program Services | 279123 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61228 | Total |
| Program Services | 38643 | ProgramServices |
| Management And General | 15842 | ManagementAndGeneral |
| Fundraising | 6743 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105000 | Total |
| Program Services | 72542 | ProgramServices |
| Management And General | 12569 | ManagementAndGeneral |
| Fundraising | 19889 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202656 | Total |
| Program Services | 183504 | ProgramServices |
| Management And General | 949 | ManagementAndGeneral |
| Fundraising | 18203 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41950 | Total |
| Program Services | 41950 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372281 | Total |
| Program Services | 329626 | ProgramServices |
| Management And General | 6498 | ManagementAndGeneral |
| Fundraising | 36157 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13403 | Total |
| Program Services | 9384 | ProgramServices |
| Management And General | 1563 | ManagementAndGeneral |
| Fundraising | 2456 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18346 | Total |
| Program Services | 12834 | ProgramServices |
| Management And General | 2143 | ManagementAndGeneral |
| Fundraising | 3369 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAILING AND PRINTING FEES | 410330 | 220009 | 3029 | 187292 |
| STATE POLLING | 85590 | 85590 | ||
| SPEAKER/MODERATOR FEES | 143680 | 143680 | ||
| SPONSORED FEES | 37297 | 35525 | 1772 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4888817 | Total |
| Program Services | 3854459 | ProgramServices |
| Management And General | 287042 | ManagementAndGeneral |
| Fundraising | 747316 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178128 | BOY |
| EOY | 717711 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2369731 | BOY |
| EOY | 2170505 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 10200 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26156 | BOY |
| EOY | 35627 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 209854 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 165592 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43671 | BOY |
| EOY | 44262 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2843912 | BOY |
| EOY | 4384550 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6461598 | BOY |
| EOY | 7362855 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142260 | BOY |
| EOY | 241769 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142260 | BOY |
| EOY | 241769 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6319338 | BOY |
| EOY | 6666086 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 455000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6319338 | BOY |
| EOY | 7121086 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6461598 | BOY |
| EOY | 7362855 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 346909 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 454839 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 3614015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3484296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4214115 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4498513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5327738 | CurrentTaxYear |
| Total | 21138677 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3614015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3484296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4214115 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4498513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5327738 | CurrentTaxYear |
| Total | 21138677 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9689850 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11448827 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 257849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86589 | CurrentTaxYear |
| Total | 634524 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 509 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21773710 | TotalSupport |
| Public Support Pertcentage170 | 0.52581 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51820 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 41040 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 70644 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 111684 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4955734 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5067418 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 403371 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 100843 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 329588 | CurrentYearMinus3 |
| Current Year Minus2 | 354167 | CurrentYearMinus2 |
| Current Year Minus1 | 355461 | CurrentYearMinus1 |
| Current Year | 403371 | CurrentYear |
| Total | 1442587 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,163,881 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 23627 | CurrentYearMinus3 |
| Current Year Minus2 | 47404 | CurrentYearMinus2 |
| Current Year Minus1 | 81219 | CurrentYearMinus1 |
| Current Year | 111684 | CurrentYear |
| Total | 263934 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 82397 | CurrentYearMinus3 |
| Current Year Minus2 | 88542 | CurrentYearMinus2 |
| Current Year Minus1 | 88865 | CurrentYearMinus1 |
| Current Year | 100843 | CurrentYear |
| Total | 360647 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $540,971 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 12803 | CurrentYearMinus3 |
| Current Year Minus2 | 15463 | CurrentYearMinus2 |
| Current Year Minus1 | 23721 | CurrentYearMinus1 |
| Current Year | 41040 | CurrentYear |
| Total | 93027 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION | Identifier |
| Return Reference | SCHEDULE C, PART II-A | ReturnReference |
| Explanation | THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE IS NEVER INVOLVED IN POLITICAL CAMPAIGNS. THE SUBSTANTIAL ACTIVITY UNDERTAKEN BY THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE IS EDUCATIONAL IN NATURE. CONSISTENT WITH A NONPROFIT ORGANIZATION WITH "H ELECTION," THE FOUNDATION ALSO UNDERTAKES LIMITED LOBBYING ACTIVITIES IN CERTAIN STATES TO AID IN THE PASSAGE OF LEGISLATION THAT ENABLES PARENTS TO RECEIVE A PUBLICLY FUNDED VOUCHER OR A TAX CREDIT FUNDED SCHOLARSHIP TO SEND THEIR CHILDREN TO APPROVED PRIVATE SCHOOLS. IN 2012, THESE ACTIVITIES INCLUDED ALLOCATING STAFF TIME FOR DIRECT LOBBYING TO STATE LEGISLATORS AND ENCOURAGING THE GENERAL PUBLIC TO SUPPORT SPECIFIC LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72480 | OtherCostOrOtherBasis |
| Depreciation | 40072 | Depreciation |
| Book Value | 32408 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137374 | OtherCostOrOtherBasis |
| Depreciation | 125520 | Depreciation |
| Book Value | 11854 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44262 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 5869166 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 454839 | NetUnrealizedGainsInvestments |
| Other Revenues | 178601 | OtherRevenues |
| Revenue Not Rptd F990 | 633440 | RevenueNotRptdF990 |
| Revenue Subtotal | 5235726 | RevenueSubtotal |
| Total Revenue Per Form990 | 5235726 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5067418 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 178601 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 178601 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4888817 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4888817 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 DISCLOSURE | SCHEDULE D, PART X | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUE AND EXPENSE | PART XI & XII, LINE 2D | FUNDRAISING EXPENDITURES: 178,601 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATION EVENTS | 5000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION EVENTS | 9000 |
| Middle East and North Africa | 0 | 0 | Program Services | EDUCATION EVENTS | 1000 |
| North America | 0 | 0 | Program Services | EDUCATION EVENTS | 2000 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | EDUCATION EVENTS | 2000 |
| South America | 0 | 0 | Program Services | EDUCATION EVENTS | 9000 |
| South Asia | 0 | 0 | Program Services | EDUCATION EVENTS | 5018 |
| Sub-Saharan Africa | 0 | 0 | Program Services | EDUCATION EVENTS | 2000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 35018 | SubtotalAmountSpent |
| Total Amount Spent | 35018 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | POWER OF ONE | NameOfEvent1 |
| Gross Receipts Event1 | 401470 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 362545 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 38925 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 71789 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 86441 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 20880 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10445 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10435 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 10596 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 6553 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3222 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 422350 | GrossReceiptsTotal |
| Charitable Contributions Total | 372990 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49360 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 82385 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6553 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 89663 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 178601 | DirectExpenseSummaryEvents |
| Net Income Summary | -129241 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 100 Black Men of Indianapolis Inc | |||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | 351813852 | 501(C)(3) | 10000 | SEE PART IV |
| Advance America Inc | |||||||
| 101 W Ohio St | Indianapolis | IN | 46204 | 351510587 | 501(C)(3) | 20000 | SEE PART IV |
| Agudath Israel of America | |||||||
| 42 Broadway 14th Floor | New York | NY | 10004 | 363529801 | 501(C)(3) | 15000 | SEE PART IV |
| Alaska Policy Forum Inc | |||||||
| 201 Barrow Street 8 | Anchorage | AK | 99501 | 264380206 | 501(C)(3) | 20000 | SEE PART IV |
| Americans for Prosperity Foundation | |||||||
| 2111 Wilson Blvd | Arlington | VA | 22201 | 521527294 | 501(C)(3) | 59000 | SEE PART IV |
| Barry Goldwater Institute for Public Policy Resear | |||||||
| 500 E Coronado Road | Phoenix | AZ | 85004 | 860597661 | 501(C)(3) | 30000 | SEE PART IV |
| Beacon Center of Tennessee | |||||||
| 200 4th Ave North | Nashville | TN | 37219 | 201808567 | 501(C)(3) | 140000 | SEE PART IV |
| Becket Fund | |||||||
| 3000 K Street | Washington | DC | 20007 | 521858532 | 501(C)(3) | 105000 | SEE PART IV |
| Education Writers Association | |||||||
| 2122 P St Ste 201 | Washington | DC | 20037 | 237439790 | 501(C)(3) | 10000 | SEE PART IV |
| Federalist Society for Law & Public Policy Studies | |||||||
| 1015 18th St Ste 425 | Washington | DC | 20036 | 363235550 | 501(C)(3) | 10000 | SEE PART IV |
| Franklin Center for Government & Public Integrity | |||||||
| 127 S Peyton St | Alexandria | VA | 22314 | 264066298 | 501(C)(3) | 10000 | SEE PART IV |
| Hispanic American Center for Economic Research (HA | |||||||
| 910 17th St NW | Washington | DC | 20006 | 541901356 | 501(C)(3) | 10000 | SEE PART IV |
| Hispanic Council for Reform and Educational Option | |||||||
| 8461 Lake Worth Rd | Lake Worth | FL | 33467 | 743023330 | 501(C)(3) | 20000 | SEE PART IV |
| Idaho Freedom Foundation Inc | |||||||
| PO Box 2801 | Boise | ID | 83701 | 263783048 | 501(C)(3) | 30000 | SEE PART IV |
| Josiah Bartlett Center for Public Policy | |||||||
| 7 S State Street | Concord | NH | 03301 | 223235650 | 501(C)(3) | 15000 | SEE PART IV |
| Kansas Policy Institute | |||||||
| 250 N Water Ste 216 | Wichita | KS | 67202 | 237047821 | 501(C)(3) | 30000 | SEE PART IV |
| Mississippi Center for Public Policy | |||||||
| 520 George Street | Jackson | MS | 39202 | 640797905 | 501(C)(3) | 56000 | SEE PART IV |
| Montana Family Foundation Inc | |||||||
| PO Box 485 | Laurel | MT | 59044 | 753008481 | 501(C)(3) | 20000 | SEE PART IV |
| Oklahoma Council of Public Affairs Inc | |||||||
| 1401 N Lincoln | Oklahoma City | OK | 73104 | 731436375 | 501(C)(3) | 65000 | SEE PART IV |
| Parents for Educational Freedom in North Carolina | |||||||
| 434 Fayetteville St | Raleigh | NC | 27601 | 202754466 | 501(C)(3) | 65000 | SEE PART IV |
| Pelican Institute for Public Policy | |||||||
| 643 Magazine St | New Orleans | LA | 70130 | 261704791 | 501(C)(3) | 51000 | SEE PART IV |
| School Choice Indiana Inc | |||||||
| PO Box 441078 | Indianapolis | IN | 46244 | 204046250 | 501(C)(3) | 200000 | SEE PART IV |
| School Choice Wisconsin Inc | |||||||
| 219 N Milwaukee St | Milwaukee | WI | 53202 | 383695127 | 501(C)(3) | 20000 | SEE PART IV |
| Schools That Can | |||||||
| 1040 First Avenue 346 | New York | NY | 10022 | 364268793 | 501(C)(3) | 10000 | SEE PART IV |
| Thomas Jefferson Institute for Public Policy | |||||||
| 9035 Golden Sunset Ln | Springfield | VA | 22153 | 510280185 | 501(C)(3) | 17800 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 25 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING THE USE OF GRANT FUNDS | SCHEDULE I, PART I, LINE 2 | THE FOUNDATION ACCEPTS APPLICATIONS FOR GRANTS THAT CONFORM TO THE FOUNDATION'S TAX-EXEMPT PURPOSE AND EDUCATIONAL MISSION. APPLICATIONS MUST INCLUDE A BRIEF DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, PROJECT BUDGET, METHOD TO EVALUATE SUCCESS, BOARD OF DIRECTORS LIST, AND FINANCIAL STATEMENTS. THE FOUNDATIONS PROGRAM STAFF REVIEWS THE REQUEST AND SUBMITS SUGGESTED GRANTS TO THE EXECUTIVE MANAGEMENT. AFTER APPROVAL, THE VICE PRESIDENT OF OPERATIONS REVIEWS THE REQUEST FOR PROPER DOCUMENTATION AND WRITES THE GRANT AGREEMENT WHICH IS SIGNED BY GRANTEE AND THE PAYMENT IS MADE. PROGRAM STAFF WORKS CLOSELY WITH GRANTEE TO ENSURE ADHERENCE TO AGREEMENT AND USE OF GRANT FUNDS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE PROJECT, INCLUDING HOW FUNDS WERE USED, IN A TIMELY MANNER AS NOTED IN THE GRANT AGREEMENT. |
| PURPOSE OF GRANT OR ASSISTANCE | SCHEDULE I, PART II, LINE 1, COLUMN H | *100 BLACK MEN OF INDIANAPOLIS INC. - SUPPORT FOR THE EDUCATION PILOT COMMITTEE TO ATTEND THE ANNUAL BAEO SYMPOSIUM FOR EDUCATION POLICY. *ADVANCE AMERICA INC. - "GENERAL OPERATING SUPPORT INCLUDING TWO MEETINGS, 10 EMAIL OUTREACH LETTERS, A BRIEFING FOR CHRISTIAN SCHOOLS AND COVERAGE ON 15 RADIO PROGRAMS AIRED ON 28 STATIONS." *AGUDATH ISRAEL OF AMERICA - SUPPORT FOR PUBLIC EDUCATION EFFORTS IN THE JEWISH COMMUNITY, PARTICULARLY FOR PUBLIC POLLING AND FOR OHIO REGIONAL DIRECTOR. *ALASKA POLICY FORUM INC. - SUPPORT TO HOST EDUCATIONAL FORUMS DURING NATIONAL SCHOOL CHOICE WEEK. ALSO GENERAL OPERATING SUPPORT TO EDUCATE ALASKANS ON UNIVERSAL SCHOOL CHOICE. *AMERICANS FOR PROSPERITY FOUNDATION - SUPPORT TO PRODUCE A 20-MINUTE DOCUMENTARY ON SCHOOL CHOICE IN OKLAHOMA AND SUPPORT TO HOST A SERIES OF TOWN-HALL STYLE EDUCATIONAL MEETINGS IN INDIANA. ALSO SUPPORT TO HOST OR COORDINATE AN EVENT ON JULY 31, 2012, TO HONOR THE LEGACY OF MILTON FRIEDMAN AND HIS IDEAS. *BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH (GOLDWATER INSTITUTE) - SUPPORT TO DEVELOP A MARKETING AND COMMUNICATIONS STRATEGY FOR PROMOTING EDUCATION SAVINGS ACCOUNTS. *BEACON CENTER OF TENNESSEE - SUPPORT FOR PARENT OUTREACH AND MARKETING EFFORTS AIMED AT EDUCATING TENNESSEANS ON SCHOOL CHOICE. ALSO SUPPORT FOR THE CHOOSE ME TENNESSEE CAMPAIGN AS WELL AS OTHER MARKETING EFFORTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE BENEFITS OF SCHOOL CHOICE. *BECKET FUND - SUPPORT FOR THE BECKET FUND'S REPRESENTATION OF PARENTS AND THEIR CHILDREN IN LITIGATION PROCEEDING IN OKLAHOMA'S STATE COURTS, WHERE PUBLIC SCHOOL DISTRICTS HAVE SUED THEIR OWN RESIDENT PARENTS FOR ACCESSING EDUCATIONAL VOUCHERS FOR THEIR CHILDREN WITH SPECIAL NEEDS TO ATTEND SCHOOLS OF THEIR CHOICE UNDER THE LINDSEY NICOLE HENRY SCHOLARSHIP FOR CHILDREN WITH DISABILITIES PROGRAMS. *EDUCATION WRITERS ASSOCIATION - SUPPORT TO SPONSOR THE NATIONAL SEMINAR IN MAY 2012. *FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES - SUPPORT TO EDUCATE FEDERALIST SOCIETY LAW SCHOOL CHAPTER LEADERS AND STUDENTS ABOUT THE MERITS OF SCHOOL CHOICE. *FRANKLIN CENTER FOR GOVERNMENT & PUBLIC INTEGRITY - SUPPORT FOR THE PROJECT CAPITOL BEAT OK TO PROMOTE FAMILIES' SCHOOL CHOICE STORIES. *HISPANIC COUNCIL FOR REFORM AND EDUCATIONAL OPTIONS - GENERAL OPERATING SUPPORT FOR EDUCATIONAL ACTIVITIES IN ARIZONA AND NEW MEXICO. *IDAHO FREEDOM FOUNDATION INC. - GENERAL OPERATING SUPPORT FOR RESEARCH, EDUCATION AND OUTREACH EFFORTS TO EDUCATE PARENTS, MEDIA AND COMMUNITY LEADERS ON THE BENEFITS OF SCHOOL CHOICE. *JOSIAH BARTLETT CENTER FOR PUBLIC POLICY - SUPPORT FOR CONDUCTING SCHOOL CHOICE RESEARCH AND PROMOTION OF THE RESEARCH. *KANSAS POLICY INSTITUTE - SUPPORT FOR EDUCATION RESEARCH AND THE PROMOTION OF EDUCATION REFORM IN KANSAS. ALSO SUPPORT FOR CONDUCTING EDUCATIONAL RESEARCH AND PROMOTING THAT RESEARCH. *MISSISSIPPI CENTER FOR PUBLIC POLICY - GENERAL OPERATING SUPPORT FOR EDUCATING COMMUNITY LEADERS, POLICY-MAKERS AND PARENTS ABOUT THE BENEFITS OF SCHOOL CHOICE. *MONTANA FAMILY FOUNDATION INC. - GENERAL OPERATING SUPPORT, INCLUDING AN EDUCATIONAL CONFERENCE FOR NORTHWEST STATE LEGISLATORS. *OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC. - SUPPORT FOR EDUCATIONAL ACTIVITIES TO BUILD AWARENESS AND SUPPORT FOR SCHOOL CHOICE. AND ALSO GENERAL OPERATING SUPPORT FOR EDUCATIONAL ACTIVITIES IN OKLAHOMA. *PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA INC. - GENERAL OPERATING SUPPORT FOR 501C3 ACTIVITY IN NORTH CAROLINA IN SUPPORT OF SCHOOL CHOICE. *PELICAN INSTITUTE FOR PUBLIC POLICY - GENERAL OPERATING SUPPORT TO EDUCATE THE MEDIA, GENERAL PUBLIC AND POLICY MAKERS ON THE BENEFITS OF SCHOOL CHOICE, PARTICULARLY THROUGH MEDIA RELATIONS, EDUCATIONAL EVENTS AND RESEARCH. *SCHOOL CHOICE INDIANA INC. - GENERAL OPERATING SUPPORT TO EDUCATE AND INFORM THE MEDIA AND TO CONDUCT VOUCHER IMPLEMENTATION EFFORTS IN INDIANA. *SCHOOL CHOICE WISCONSIN INC. - SUPPORT TO EXPAND PARENTAL AWARENESS OF SCHOOL CHOICE OPTIONS AVAILABLE IN WISCONSIN AND TO ASSIST WITH IMPLEMENTATION ACTIVITIES FOR NEW PROGRAMS. *SCHOOLS THAT CAN - SUPPORT TO SPONSOR THE 2012 SCHOOLS THAT CAN NATIONAL FORUM IN BOSTON, MA. *THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY - SUPPORT FOR EDUCATIONAL ACTIVITIES TO BUILD AWARENESS AND SUPPORT FOR SCHOOL CHOICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C ENLOW | ||||||||||||
| PRESIDENT AND CEO | 200800 | 0 | 0 | 0 | 5748 | 0 | 17184 | 0 | 223732 | 0 | 0 | 0 |
| LESLIE HINER | ||||||||||||
| V.P. OF PROGRAMS AND STATE | 153300 | 0 | 0 | 3600 | 2040 | 158940 | 0 | |||||
| CYNTHIA SPARKS | ||||||||||||
| V.P. EXTERNAL RELATIONS | 283317 | 0 | 0 | 0 | 0 | 283317 | 0 | |||||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPLIANCE WITH BACKUP WITHHOLDING RULES | FORM 990, PART V, LINE 1C | THE FOUNDATION WAS NOT REQUIRED TO COMPLY WITH THE BACKUP WITHHOLDING RULES BECAUSE IT DID NOT MAKE REPORTABLE PAYMENTS TO VENDORS OR PAY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. |
| KEY OFFICER OR EMPLOYEE WITH FAMILY RELATIONSHIP WITH ANY OTHER OFFICER | FORM 990, PART VI, SECTION A, LINE 2 | JANET FRIEDMAN MARTEL AND DAVID D. FRIEDMAN ARE SIBLINGS. |
| PROCESS TO REVIEW THE FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE FOUNDATION'S VICE PRESIDENT OF OPERATIONS AND CONTROLLER. THE FORM 990 IS REVIEWED BY THE FOUNDATION'S PRESIDENT & CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH THE FOUNDATION. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF THE FOUNDATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE FOUNDATION'S VICE PRESIDENT OF OPERATIONS. IN ADDITION, THE EXECUTIVE STAFF OF THE FOUNDATION ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF THE FOUNDATION. |
| REVIEW OF CEO OR TOP MGT OFFICAL COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION'S BOARD OF DIRECTORS HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. THE PURPOSE OF THE POLICY IS TO ENSURE THAT THE FOUNDATION'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. DURING JANUARY 2011, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, MEETING AS A SEPARATE COMMITTEE EVALUATED THE COMPENSATION OF THE PRESIDENT/CEO, EVALUATED COMPARABILITY DATA, AND USED SUCH DATA TO SET HIS COMPENSATION FOR 2011 AND 2012. AN EXECUTIVE COMPENSATION COMMITTEE WAS HELD ON JANUARY 9, 2013 TO SET COMPENSATION FOR 2013. |
| GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PAYMENTS FOR TRAVEL FOR PUBLIC OFFICALS | FORM 990, PART IX, LINE 18 | PAYMENTS ARE FOR TRAVEL EXPENSES INCURRED DURING FACT-FINDING EDUCATIONAL TRIPS AND EDUCATIONAL SEMINARS HOSTED BY THE FOUNDATION. EXPENSES COVERED INCLUDED TRANSPORTATION, HOTEL AND MEALS. |