2025-02-28T10:06:26-06:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2023-07-01 800025367 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN JAME 9843775200 4000 CENTREGREEN WAY 301 CARY NC 27513 SAMUEL HOUSTON EDD TREASURER 9843775200 2025-02-27 1 1 MICHELLE FOOTE P01387279 9198792909 2023 2025-03-06 01:10:19Z JAVAID E SIDDIQI PHD 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 12904586 0 X WWW.HUNT-INSTITUTE.ORG X 2001 NC TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 25 25 94 25 0 0 17342020 8304574 1000519 582691 405144 380857 21193 45114 18768876 9313236 320808 199008 0 0 6406705 5963430 0 0 422552 6182984 5970753 12910497 12133191 5858379 -2819955 18732509 16083723 2272730 1948593 16459779 14135130 TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 0 0 1703865 HUNT-KEAN LEADERSHIP FELLOWS:THE HUNT-KEAN LEADERSHIP FELLOWS (HK FELLOWS) PROGRAM BRINGS TOGETHER SENIOR, STATE-LEVEL POLITICAL LEADERS WHO HAVE THE SKILL AND WILL TO BE EFFECTIVE, REFORM-MINDED EDUCATION POLICYMAKERS IN THEIR STATES WITH LEADING MINDS IN EDUCATION, POLICY, AND POLITICS. THE HK FELLOWS CURRICULUM IS DESIGNED TO EQUIP PARTICIPANTS WITH THE KNOWLEDGE, RELATIONSHIPS, AND INSPIRATION THEY NEED TO ENGAGE IN CRITICAL CONVERSATIONS ON EDUCATION POLICY IN THEIR CURRENT ROLES AND AS THEY PURSUE HIGHER OFFICE. EACH COHORT INCLUDES AT LEAST 20 HK FELLOWS WITH EACH REPRESENTING A DIFFERENT STATE AND WITH THE COHORT MAINTAINING A BIPARTISAN BALANCE. 1570561 STATE ENGAGEMENT:THE HUNT INSTITUTE IS CURRENTLY PARTNERING WITH ILLINOIS, MISSOURI, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, VIRGINIA, AND WEST VIRGINIA TO PROVIDE A SERIES OF PROGRAMMING DESIGNED TO BUILD THE CAPACITY OF STATE LEGISLATORS AS THEY TACKLE THE EDUCATION CHALLENGES FACING THEIR STATES. IN EACH OF ITS PARTNER STATES, THE INSTITUTE HOSTS A STATE LEGISLATORS RETREAT (SLR) AND OFFERS ONGOING LEARNING EXPERIENCES TO LEGISLATORS, SUCH AS REGIONAL VISITS TO INNOVATIVE AND IMPACTFUL PROGRAMS ACROSS THE COUNTRY AND/OR A POLICY DISCUSSION SERIES THAT, OVER THE SHARED EXPERIENCE OF A MEAL, SUCCESSFULLY CONNECTS A BIPARTISAN GROUP OF POLICYMAKERS WITH KEY NATIONAL EXPERTS IN EDUCATION. 6669407 199008 582691 CROSS-STATE TEAM ENGAGEMENT:THE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVENING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS FROM ACROSS THE EDUCATION CONTINUUM. OUR CONTENT TEAMS HAVE EXPERTISE IN EARLY CHILDHOOD, K12, EDUCATOR WORKFORCE PIPELINES, AND HIGHER EDUCATION. THESE CONVENINGS CAN BE TOPICAL IN NATURE, SUCH AS THE 2023 LITERACY SUMMIT, OR GEARED TOWARD CONVENING STATE TEAMS COMPRISED OF GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION REPS, LEGISLATORS, AND OTHERS TO DISCUSS TOPICAL ISSUES ADDRESSING THE EDUCATION CONTINUUM. 9943833 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 90 0 94 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TRICIA DESMARAIS 9843774992 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 JAVAID SIDDIQI PHD PRESIDENT & CEO 40.00 X 454632 0 23131 ARNE DUNCAN CHAIRMAN 4.00 X X 0 0 0 GOVERNOR SUSAN MARTINEZ VICE CHAIRMAN 2.00 X X 0 0 0 THE HONORABLE HOWARD N LEE SECRETARY 2.00 X X 0 0 0 DR SAMUEL HOUSTON TREASURER, CHAIR, FINANCE & DEVELOPMENT COMMITTEE 2.00 X X 0 0 0 MIMI CLARKE CORCORAN CHAIR, AUDIT COMMITTEE 2.00 X X 0 0 0 SECRETARY LAURA WORLEY NOVEY CHAIR, GOVERNANCE COMMITTEE 2.00 X X 0 0 0 ROBERT EAVES JR CHAIR, INVESTMENT COMMITTEE 2.00 X X 0 0 0 THEHONORABLE CHRISTOPHER SEATON ABE BOARD MEMBER 1.00 X 0 0 0 GOVERNOR ROY BARNES BOARD MEMBER 1.00 X 0 0 0 RANDY BEST BOARD MEMBER 1.00 X 0 0 0 TREASURER JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 GOVERNOR DON CARCIERI BOARD MEMBER 1.00 X 0 0 0 ANDY COLE BOARD MEMBER 1.00 X 0 0 0 GOVERNOR MITCH DANIELS BOARD MEMBER 1.00 X 0 0 0 GOVERNOR JIM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 DENISE FORTE BOARD MEMBER 1.00 X 0 0 0 NANCY GUTIERREZ PHD BOARD MEMBER 1.00 X 0 0 0 J JACKSON HOKE BOARD MEMBER 1.00 X 0 0 0 SENATOR RACHEL HUNT BOARD MEMBER 1.00 X 0 0 0 THOMAS W LAMBETH BOARD MEMBER 1.00 X 0 0 0 SENATOR MICHAEL LEE BOARD MEMBER 1.00 X 0 0 0 DR MANOJ MOHONAN BOARD MEMBER 1.00 X 0 0 0 SECRETARY PEDRO RIVERA BOARD MEMBER 1.00 X 0 0 0 GOVERNOR BOYD K RUTHERFORD BOARD MEMBER 1.00 X 0 0 0 PENNY SCHWINN PHD BOARD MEMBER 1.00 X 0 0 0 MICHELE JORDAN VICE PRESIDENT 40.00 X 213300 0 27200 DANIEL WUORI SENIOR DIRECTOR OF EARLY L 40.00 X 142041 0 8726 MADELINE SMITH PHD MANAGING DIRECTOR 40.00 X 131090 0 14871 LARA STEELE SR. DIRECTOR HUMAN RESOURCES & TALENT MGMT 40.00 X 107527 0 14226 1048590 0 88154 5 0 1 0 0 8304574 8304574 SERVICE REVENUE 541900 582691 582691 582691 350835 350835 3621372 3591350 30022 30022 30022 MISCELLANEOUS REVENUE 541900 45114 45114 45114 9313236 1008662 0 0 199008 199008 407856 305892 61178 40786 4258322 3290792 746341 221189 261854 201837 45316 14701 694481 535306 120185 38990 340917 262778 58999 19140 53250 53250 35706 35706 859259 802167 55592 1500 205983 123589 82394 413038 247823 144563 20652 867612 836460 31152 2597727 2555144 40083 2500 33264 33264 9834 9834 MATERIALS AND SUPPLIES 400177 272944 127233 EQUIPMENT 214619 178371 36248 MISCELLANEOUS 161719 94921 66792 6 COPYING AND PRINTING 105146 36801 5257 63088 13419 13419 12133191 9943833 1766806 422552 1742908 357873 8880402 8632537 5982498 5358273 104645 98484 123188 115279 245786 166674 112376 79112 1786492 1442165 18732509 16083723 448822 463191 1823908 1485402 2272730 1948593 X 2265739 5605872 14194040 8529258 16459779 14135130 18732509 16083723 -2819955 495306 0 X X 0 1 X 1 0 X 5563745 6896448 7937053 17342020 8304574 46043840 5563745 6896448 7937053 17342020 8304574 46043840 13571544 32472296 198645 204406 267643 405144 350835 1426673 5717 18232 21193 45114 90256 47560769 2588402 0.68280 0.68100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25323 12392 12931 178011 111830 66181 42452 42452 0 79112 SECURITY DEPOSIT 70536 RIGHT OF USE ASSETS (LEASES) 1371629 1442165 LEASE OBLIGATIONS - OPERATING 1485402 1485402 9808542 495306 495306 9313236 0 9313236 12133191 0 12133191 0 12133191 1 DUKE UNIVERSITY BOX 90586 DURHAM NC 27708 196008 0 PRESCHOOL DEVELOPMENT X 0 0 0 0 0 0 0 0 0 JAVAID SIDDIQI PHD PRESIDENT & CEO 454632 0 0 0 0 0 22500 0 631 0 477763 0 0 0 MICHELE JORDAN VICE PRESIDENT 213300 0 0 0 0 0 13200 0 14000 0 240500 0 0 0 DANIEL WUORI SENIOR DIRECTOR OF EARLY L 142041 0 0 0 0 0 8509 0 217 0 150767 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADVANCE OF FILING THE FORM 990, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AN ANNUAL QUESTIONNAIRE, REPORTING ANY CONFLICTS OF INTEREST THAT MIGHT EXIST. KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE, WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.