Project Lead the Way Inc: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- Project Lead the Way Inc (EIN 14-1816385)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-04
- IRS object ID
- 201101249349301350
- Schema version
- 2009v1.7
- 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 | 2011-05-04T18:43:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 West March Lane Suite 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141816385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT LEAD THE WAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROJ | NameControl |
| Phone | 5188776491 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Corporate Drive Suite 105 | AddressLine1 |
| City | CLIFTON PARK | City |
| State | NY | State |
| ZIP Code | 12065 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shannon Kete | Name |
| Title | COO | Title |
| Phone | 5188776491 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | SHANNON KETE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Corporate Drive Suite 105 | AddressLine1 |
| City | CLIFTON PARK | City |
| State | NY | State |
| ZIP Code | 12065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25049639 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.pltw.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Promote, develop and encourage science, technology, engineering, math and related courses of study for schools, universities, teachers and students, including the development of curricula, instructional and related materials. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 56 | TotalNbrEmployees |
| Total Nbr Volunteers | 542 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3629212 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8503673 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 189935 | ProgramServiceRevenueCY |
| Investment Income Current Year | -157445 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6747498 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8547583 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10376710 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17083746 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 38826 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1462699 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2811219 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5538579 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 201157 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1291727 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4403812 | OtherExpensePriorYear |
| Other Expenses Current Year | 6044932 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7455014 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13046210 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2921696 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4037536 | RevenuesLessExpensesCY |
| Total Assets BOY | 7325039 | TotalAssetsBOY |
| Total Assets EOY | 12421200 | TotalAssetsEOY |
| Total Liabilities BOY | 3588765 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4647390 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3736274 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7773810 | NetAssetsOrFundBalancesEOY |
| Mission Description | Promote, develop and encourage science, technology, engineering, math and related courses of study for schools, universities, teachers and students, including the development of curricula, instructional and related materials. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10178747 | Expense |
| Grants | 1462699 | Grants |
| Revenue | 8706732 | Revenue |
| Description | The corporation achieves its mission by: (i) developing, updating and providing Science, Technology, Engineering and Mathematical (STEM)-related curricula to participating middle and high schools for free; and (ii) providing access to its purchasing manual, preparatory phase I teacher training, teacher training and virtual academy resources, technical support and assessment resources for free or for a nominal participation fee. In addition, the corporation makes available to participating schools software leases and Fischertechniks project kits at rates lower than those for which the schools may purchase them elsewhere. The corporation partners with funders to provide scholarship programs to schools. | Description |
| Total Program Service Expense | 10178747 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 146 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 56 | 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 |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | 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 | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | 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 | ME | 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 | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | 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 |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Visconti | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5188363325 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Corporate Drive Suite 105 | AddressLine1 |
| City | CLIFTON PARK | City |
| State | NY | State |
| ZIP Code | 12065 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 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 |
|---|---|---|---|---|---|---|---|---|
| John Lock | ||||||||
| Chief Executive Officer | 40.00 | X | X | 171352 | 0 | 1625 | ||
| Hermann Viets | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marcia Peterson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Rahn | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Richard Liebich | ||||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 | ||
| Kurt Liebich | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Frank Zaffino | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Sullivan | ||||||||
| Executive Vice President | 40.00 | X | 100350 | 0 | 7878 | |||
| Richard Blais | ||||||||
| Vice President | 40.00 | X | 138981 | 0 | 5559 | |||
| Niel Tebbano | ||||||||
| Vice President | 40.00 | X | 231577 | 0 | 11985 | |||
| Shannon Kete | ||||||||
| Chief Operating Officer | 40.00 | X | 78700 | 0 | 700 | |||
| Richard Grimsley | ||||||||
| VP Programs | 40.00 | 196952 | 0 | 8523 | X | |||
| Sam Cox | ||||||||
| Director of Curriculum for Eng | 40.00 | 102457 | 0 | 5184 | X | |||
| Edward Denton | ||||||||
| DTE Director of Instruction | 40.00 | 116150 | 0 | 4646 | X | |||
| Pamela Newberry | ||||||||
| Director of Strategic Curriculum | 40.00 | 110292 | 0 | 4412 | X | |||
| Laurie Maxson | ||||||||
| Director of Market Development | 40.00 | 112370 | 0 | 4495 | X | |||
| Thomas White | ||||||||
| Director of Operations & Technology | 40.00 | 109908 | 0 | 4485 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1469089 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 59492 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| A3 Creative Group | |||||
| 8207 Gallaher Station | Knoxville | TN | 37919 | Marketing and Graphic Design | 197855 |
| Monroe #2 Orleans | |||||
| 3599 Big Ridge Rd | Spencerport | NY | 14559 | Consulting | 159011 |
| Mark Fabiani LLC | |||||
| 939 Coast Blvd STE 4D | LaJolla | CA | 92037 | Public and Media Relations | 100354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 8503673 | AllOtherContributions |
| Total Contributions | 8503673 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | National Conference | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 189935 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189935 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 189935 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18325 | TotalRevenueColumn |
| Exclusion | $18,325 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30786 | TotalRevenueColumn |
| Exclusion | $30,786 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 180270 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -175770 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -175770 | TotalRevenueColumn |
| Exclusion | -$175,770 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 16302420 | GrossSalesOfInventory |
| Cost Of Goods Sold | 7785623 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8516797 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8516797 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17083746 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8706732 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$126,659 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435199 | Total |
| Program Services | 1435199 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27500 | Total |
| Program Services | 27500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187648 | Total |
| Program Services | 558433 | ProgramServices |
| Management And General | 231555 | ManagementAndGeneral |
| Fundraising | 397660 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3490130 | Total |
| Program Services | 2880547 | ProgramServices |
| Management And General | 324219 | ManagementAndGeneral |
| Fundraising | 285364 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167062 | Total |
| Program Services | 150646 | ProgramServices |
| Management And General | 7183 | ManagementAndGeneral |
| Fundraising | 9233 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360739 | Total |
| Program Services | 250446 | ProgramServices |
| Management And General | 74919 | ManagementAndGeneral |
| Fundraising | 35374 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333000 | Total |
| Program Services | 247145 | ProgramServices |
| Management And General | 40287 | ManagementAndGeneral |
| Fundraising | 45568 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188101 | Total |
| Program Services | 94051 | ProgramServices |
| Management And General | 47025 | ManagementAndGeneral |
| Fundraising | 47025 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112311 | Total |
| Program Services | 66071 | ProgramServices |
| Fundraising | 46240 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81443 | Total |
| Program Services | 40722 | ProgramServices |
| Fundraising | 40721 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831753 | Total |
| Program Services | 658948 | ProgramServices |
| Management And General | 172805 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474578 | Total |
| Program Services | 386911 | ProgramServices |
| Management And General | 30928 | ManagementAndGeneral |
| Fundraising | 56739 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437093 | Total |
| Program Services | 357520 | ProgramServices |
| Management And General | 39754 | ManagementAndGeneral |
| Fundraising | 39819 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363634 | Total |
| Program Services | 321419 | ProgramServices |
| Management And General | 17193 | ManagementAndGeneral |
| Fundraising | 25022 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212999 | Total |
| Program Services | 186641 | ProgramServices |
| Management And General | 20412 | ManagementAndGeneral |
| Fundraising | 5946 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690706 | Total |
| Program Services | 524937 | ProgramServices |
| Management And General | 69070 | ManagementAndGeneral |
| Fundraising | 96699 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 758470 | Total |
| Program Services | 509338 | ProgramServices |
| Management And General | 101295 | ManagementAndGeneral |
| Fundraising | 147837 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6121 | Total |
| Management And General | 6121 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195622 | Total |
| Program Services | 164077 | ProgramServices |
| Management And General | 22570 | ManagementAndGeneral |
| Fundraising | 8975 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25035 | Total |
| Program Services | 19027 | ProgramServices |
| Management And General | 2503 | ManagementAndGeneral |
| Fundraising | 3505 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Curriculum & Evaluation | 953104 | 953104 | |
| Bad debt expense | 367881 | 367881 | |
| Master teacher training | 322385 | 322385 | |
| Event Sponsorship | 12500 | 12500 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11196 | Total |
| Program Services | 11180 | ProgramServices |
| Management And General | 16 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13046210 | Total |
| Program Services | 10178747 | ProgramServices |
| Management And General | 1575736 | ManagementAndGeneral |
| Fundraising | 1291727 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1623043 | BOY |
| EOY | 719463 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3008179 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 985348 | BOY |
| EOY | 1699879 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 849282 | BOY |
| EOY | 2842105 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765000 | BOY |
| EOY | 367881 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2413980 | BOY |
| EOY | 3172155 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105012 | BOY |
| EOY | 182032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 743870 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 326772 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 583374 | BOY |
| EOY | 417098 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12408 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7325039 | BOY |
| EOY | 12421200 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2078765 | BOY |
| EOY | 2052390 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 2595000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500000 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3588765 | BOY |
| EOY | 4647390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1809065 | BOY |
| EOY | 3340548 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1927209 | BOY |
| EOY | 4433262 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3736274 | BOY |
| EOY | 7773810 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7325039 | BOY |
| EOY | 12421200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3299888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4244293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6797329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3629212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8503673 | CurrentTaxYear |
| Total | 26474395 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6447980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4991572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6923872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10810923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16492355 | CurrentTaxYear |
| Total | 45666702 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9747868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9235865 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13721201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14440135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24996028 | CurrentTaxYear |
| Total | 72141097 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1680582 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1724768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2326930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 500000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4012500 | CurrentTaxYear |
| Total | 10244780 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1680582 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1724768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2326930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 500000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4012500 | CurrentTaxYear |
| Total | 10244780 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 61896317 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 29309 | CurrentTaxYearMinus2Years |
| Current Tax Year | 49111 | CurrentTaxYear |
| Total | 78420 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 29309 | CurrentTaxYearMinus2Years |
| Current Tax Year | 49111 | CurrentTaxYear |
| Total | 78420 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9747868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9235865 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13750510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14440135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25045139 | CurrentTaxYear |
| Total | 72219517 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85710 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87880 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 81443 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 81443 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12964767 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13046210 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 802311 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 200578 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 356102 | CurrentYearMinus3 |
| Current Year Minus2 | 404217 | CurrentYearMinus2 |
| Current Year Minus1 | 522751 | CurrentYearMinus1 |
| Current Year | 802311 | CurrentYear |
| Total | 2085381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,128,072 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1625 | CurrentYearMinus3 |
| Current Year Minus2 | 100 | CurrentYearMinus2 |
| Current Year Minus1 | 66057 | CurrentYearMinus1 |
| Current Year | 81443 | CurrentYear |
| Total | 149225 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 89026 | CurrentYearMinus3 |
| Current Year Minus2 | 101054 | CurrentYearMinus2 |
| Current Year Minus1 | 130688 | CurrentYearMinus1 |
| Current Year | 200578 | CurrentYear |
| Total | 521346 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $782,019 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30563 | OtherCostOrOtherBasis |
| Depreciation | 494 | Depreciation |
| Book Value | 30069 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 542613 | OtherCostOrOtherBasis |
| Depreciation | 291659 | Depreciation |
| Book Value | 250954 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170694 | OtherCostOrOtherBasis |
| Depreciation | 34619 | Depreciation |
| Book Value | 136075 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 417098 | TotalOfBookValueLandBuildings |
| Total Revenue | 17083746 | TotalRevenue |
| Total Expenses | 13046210 | TotalExpenses |
| Excess Or Deficit For Year | 4037536 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 4037536 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25045140 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 7961394 | OtherRevenues |
| Revenue Not Rptd F990 | 7961394 | RevenueNotRptdF990 |
| Revenue Subtotal | 17083746 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17083746 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21007604 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7961394 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7961394 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13046210 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13046210 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | PLTW had no unrecognized tax benefits which would require an adjustment to the July 1, 2009 beginning balance of net assets and had no unrecognized tax benefits at June 30, 2010. PLTW files an exempt organization return in the U.S. federal jurisdiction and with the State of New York and is no longer subject to income tax examinations by taxing authorities for year before 2006 for its federal and state tax filings. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold: 7785623. Loss on sale or disposal of property and equipment : 175771. | |
| Part XIII, Line 2d - Other Adjustments: | Cost of Goods Sold: 7785623. Loss on sale or disposal of property and equipment : 175771. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| San Diego State University Research Foundation | |||||||
| 5500 Campanile Drive | San Diego | CA | 921821326 | 330373293 | 501(c)(3) | 97000 | To help support PLTW program in the school |
| Linking Education and Economic Development in Sacramento | |||||||
| One Capitol Mall Suite 300 | Sacramento | CA | 95814 | 680287387 | 501(c)(3) | 51000 | To help support PLTW program in the school |
| Kern High School District Education Foundation | |||||||
| 9525 Camino Media Room A-2046 | Bakersfield | CA | 93311 | 770235452 | 501(c)(3) | 85000 | To help support PLTW program in the school |
| Conta Costa Economic Partnership | |||||||
| 1355 Willow Way Suite 253 | Concord | CA | 94520 | 680630130 | 501(c)(3) | 78000 | To help support PLTW program in the school |
| MT Diablo USD | |||||||
| 1936 Carlotta Drive | Concord | CA | 94519 | 680091157 | 43600 | To help support PLTW program in the school | |
| Antioch Unified School District | |||||||
| 510 G Street | Antioch | CA | 94509 | 521527181 | 45725 | To help support PLTW program in the school | |
| San Jose Unified School District | |||||||
| 855 Lenzen Avenue | San Jose | CA | 95126 | 946002606 | 25000 | To help support PLTW program in the school | |
| East Side Union High School | |||||||
| 830 N Capitol Avenue | San Jose | CA | 951331398 | 942864814 | 501(c)(3) | 25000 | To help support PLTW program in the school |
| Dublin Unified School | |||||||
| 7471 Larkdale Avenue | Dublin | CA | 94568 | 941742440 | 35000 | To help support PLTW program in the school | |
| California High School | |||||||
| 9870 Broadmoor Drive | San Ramon | CA | 94583 | 680273221 | 34300 | To help support PLTW program in the school | |
| El Camino Community | |||||||
| 16007 Crenshaw Boulevard | Torrance | CA | 905060001 | 956001060 | 501(c)(3) | 64570 | To help support PLTW program in the school |
| Fort Wayne Community Schools | |||||||
| 1200 S Clinton St | Fort Wayne | IN | 46802 | 356006351 | 20000 | To help support PLTW program in the school | |
| Ohio Department of Education | |||||||
| 25 S Front St MS 612 | Columbus | OH | 43215 | 311334820 | 29000 | To run a Gateway Academy by a PLTW instructor. | |
| East Dakota Education Cooperative | |||||||
| 715 East 14th St | Sioux Falls | SD | 57104 | 061209235 | 501(c)(3) | 6000 | To run a Gateway Academy by a PLTW instructor. |
| Charlotte Mecklenberg Schools | |||||||
| 700 East Stonewall St Ste 400 | Charlotte | NC | 28202 | 566001074 | 45000 | To run a Gateway Academy by a PLTW instructor. | |
| Midway High School | |||||||
| 8200 Mars Drive | Waco | TX | 76712 | 746001082 | 36750 | To implement the PLTW program. | |
| Indian Hills Community College | |||||||
| 525 Grandview Ave | Ottumwa | IA | 52501 | 420923689 | 13000 | To implement the PLTW program. | |
| American High School | |||||||
| 18350 NW 67 Ave | Miami | FL | 33136 | 596000572 | 20000 | To implement the PLTW program. | |
| Booker T Washington Senior High School | |||||||
| 1200 NW 6th Ave | Miami | FL | 33136 | 596000572 | 20000 | To implement the PLTW program. | |
| Columbia High School | |||||||
| 301 S Happy Valley Rd | Nampa | ID | 83687 | 826000727 | 7000 | To run a Gateway Academy by a PLTW instructor. | |
| Hawkeye Community College | |||||||
| 1502 E Orange Rd | Waterloo | IA | 507048016 | 420925362 | 8000 | To run a Gateway Academy by a PLTW instructor. | |
| Minneapolis Public School | |||||||
| 807 NE Broadway Ste 113 | Minneapolis | MN | 55413 | 410851980 | 10000 | To run a Gateway Academy by a PLTW instructor. | |
| The Office of Career Technology of Baltimore County Public Schools | |||||||
| 6901 Charles St Bldg B | Towson | MD | 21204 | 526000886 | 6000 | To run a Gateway Academy by a PLTW instructor. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 23 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 11 | NumberOfRecipients |
| Amount Of Cash Grant | 27500 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Once the recipients have been selected, we contact the university/college that they plan to attend in the fall to find out what their procedure is for receiving scholarships. Most require just a letter and some require a form to be completed. When the check is sent, we send along with it a letter describing who the scholarship is for, and that the check should be divided between the spring and fall semesters unless otherwise stated by the student. In January of each year, we send the recipients a renewal form that needs to be returned and completed along with a letter stating that in addition to the form we require the following: (i) A letter from the University stating that they are a student in good academic standing in a designated engineering major and that they are enrolled for the subsequent academic year to continue their studies in that major, and (ii) A copy of their most recent college transcript. For Cargill and AEP, at the end of each funding year, the schools provide PLTW with data collection items, along with a recruitment/action plan, an annual progress report, and an annual financial report. The data collection items include number of PLTW classes and sections, total number of students/total number of students taking PLTW, number of students taking PLTW broken down by grade/gender/race/ethnicity, total number of seniors graduating/number of senior students taking PLTW that are graduating, total number of seniors that plan to attend college/total number of seniors taking PLTW that plans to attend college, and number of students taking PLTW that plan to major in STEM. For the Chevron grants, all schools are visited prior to the award and conversation are held with the district and site administrators to ensure that they have the commitment and resources to use the funds correctly. All schools then must submit a proposal describing how the funds will be used. After the awards have been made, all sites are visited again to make sure that the funds have been spent as indicated in their proposal. Teachers are interviewed to make sure they have been trained. Students are interviewed to make sure the curriculum is being presented as specified. Spot checks are made to make sure that any equipment specified has been purchased. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Lock | |||||||||||||
| 171352 | 0 | 0 | 0 | 0 | 0 | 1000 | 0 | 625 | 0 | 172977 | 0 | 0 | 0 |
| Niel Tebbano | |||||||||||||
| 206000 | 0 | 21250 | 0 | 4327 | 0 | 9263 | 0 | 2722 | 0 | 243562 | 0 | 0 | 0 |
| Richard Grimsley | |||||||||||||
| 173490 | 0 | 20000 | 0 | 3462 | 0 | 7898 | 0 | 625 | 0 | 205475 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Richard C. Liebich and Kurt Liebich are family members and both are members of the organization's board. |
| Form 990, Part VI, Section A, line 4 | The Organization's Bylaws were updated on January 2010 to reflect revisions in composition, authority, term, and some duties of the governing body's voting members and Officers. |
| Form 990, Part VI, Section A, line 7a | Charitable Venture Foundation and the Kern Family Foundation each appoint 3 persons to the board of directors. |
| Form 990, Part VI, Section B, line 11 | The Form 990 will be reviewed by the Director of Finance and outside counsel. |
| Form 990, Part VI, Section B, line 12c | Compliance with the conflict of interest policy was monitored through annual statements being distributed to and signed by members of the board of directors. This process does not extend to key employees. |
| Form 990, Part VI, Section B, line 15 | Comparability data and information regarding duties, qualifications and experience was presented to the board for setting CEO compensation. The compensation was approved by independent members of the board (the CEO abstained from discussions and voting). In the past, a similar process was followed with respect to compensated officers. The board approved a salary range for the Executive Vice President position and authorized the CEO to fill this position accordingly; comparability data was obtained. All of these positions have contemporaneous documentation in the board minutes and/or personnel files. The CEO performed the same process for all other key employees, and the compensation is approved by the board and compensation committee. |
| Form 990, Part VI, Section C, line 19 | All of these documents are available upon request, through public websites, and through public documents. |