2011-05-04T18:43:33-05:00 2010-06-30 Moss Adams LLP 3121 West March Lane Suite 100 Stockton CA 952192303 990 2009-07-01 141816385 PROJECT LEAD THE WAY INC PROJ 5188776491 21 Corporate Drive Suite 105 CLIFTON PARK NY 12065 Shannon Kete 5188776491 2011-05-02 1 TRACY S PAGLIA 2099556100 2009 2016-02-24 21:20:13Z X SHANNON KETE 21 Corporate Drive Suite 105 CLIFTON PARK NY 12065 25049639 0 X www.pltw.org X 1999 NY 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. 7 5 56 542 0 0 3629212 8503673 189935 -157445 6747498 8547583 10376710 17083746 38826 1462699 0 2811219 5538579 201157 0 1291727 4403812 6044932 7455014 13046210 2921696 4037536 7325039 12421200 3588765 4647390 3736274 7773810 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. 0 0 10178747 1462699 8706732 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. 10178747 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 146 0 1 56 1 0 0 0 0 0 0 0 0 0 7 5 1 0 1 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 NY DC AK AZ AR CA CO CT GA IL KS KY ME MD MA MI MN MS NJ NM NC ND OK OH OR PA RI SC TN UT VA WA WV WI IN AL FL NH X John Visconti 5188363325 21 Corporate Drive Suite 105 CLIFTON PARK NY 12065 John Lock 40.00 X X 171352 0 1625 Hermann Viets 1.00 X 0 0 0 Marcia Peterson 1.00 X 0 0 0 James Rahn 1.00 X 0 0 0 Richard Liebich 1.00 X X 0 0 0 Kurt Liebich 1.00 X 0 0 0 Frank Zaffino 1.00 X 0 0 0 James Sullivan 40.00 X 100350 0 7878 Richard Blais 40.00 X 138981 0 5559 Niel Tebbano 40.00 X 231577 0 11985 Shannon Kete 40.00 X 78700 0 700 Richard Grimsley 40.00 X 196952 0 8523 Sam Cox 40.00 X 102457 0 5184 Edward Denton 40.00 X 116150 0 4646 Pamela Newberry 40.00 X 110292 0 4412 Laurie Maxson 40.00 X 112370 0 4495 Thomas White 40.00 X 109908 0 4485 1469089 0 59492 11 0 1 0 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 3 8503673 8503673 National Conference 900099 189935 189935 189935 18325 18325 30786 30786 4500 180270 -175770 -175770 -175770 16302420 7785623 8516797 8516797 17083746 8706732 0 -126659 1435199 1435199 27500 27500 1187648 558433 231555 397660 3490130 2880547 324219 285364 167062 150646 7183 9233 360739 250446 74919 35374 333000 247145 40287 45568 188101 94051 47025 47025 112311 66071 46240 81443 40722 40721 831753 658948 172805 474578 386911 30928 56739 437093 357520 39754 39819 363634 321419 17193 25022 212999 186641 20412 5946 690706 524937 69070 96699 758470 509338 101295 147837 6121 6121 195622 164077 22570 8975 25035 19027 2503 3505 Curriculum & Evaluation 953104 953104 Bad debt expense 367881 367881 Master teacher training 322385 322385 Event Sponsorship 12500 12500 11196 11180 16 13046210 10178747 1575736 1291727 1623043 719463 3008179 985348 1699879 849282 2842105 765000 367881 2413980 3172155 105012 182032 743870 326772 583374 417098 0 12408 7325039 12421200 2078765 2052390 10000 2595000 1500000 3588765 4647390 X 1809065 3340548 1927209 4433262 3736274 7773810 7325039 12421200 X 0 1 1 X 0 X 3299888 4244293 6797329 3629212 8503673 26474395 6447980 4991572 6923872 10810923 16492355 45666702 9747868 9235865 13721201 14440135 24996028 72141097 1680582 1724768 2326930 500000 4012500 10244780 0 1680582 1724768 2326930 500000 4012500 10244780 61896317 29309 49111 78420 29309 49111 78420 9747868 9235865 13750510 14440135 25045139 72219517 0.85710 0.87880 0.00110 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81443 81443 12964767 13046210 802311 200578 0 0 356102 404217 522751 802311 2085381 3128072 1625 100 66057 81443 149225 89026 101054 130688 200578 521346 782019 30563 494 30069 542613 291659 250954 170694 34619 136075 417098 17083746 13046210 4037536 0 4037536 25045140 7961394 7961394 17083746 0 17083746 21007604 7961394 7961394 13046210 0 13046210 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. 1 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. 23 0 SCHOLARSHIPS 11 27500 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X X X 0 0 0 0 0 0 0 0 0 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 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.