2024-04-01T19:27:47-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 825515918 CITY FUND ACTION CAMP 2029225879 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 MARLON MARSHALL CEO 2029225879 2024-03-20 1 MARLON MARSHALL 999009999 0 FRANK H SMITH P00639053 2022274000 2024-03-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN ARNOLD 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 432644 0 X N/A X 2018 DC TO PROVIDE LEADERSHIP, EXPERTISE, AND ASSIST CITIES IN THE US TO IMPROVE PUBLIC EDUCATION. 4 3 34 0 0 0 23221700 430000 0 0 0 0 0 2644 23221700 432644 25878525 16084525 0 0 3380836 3736808 0 0 58658 5245086 4466054 34504447 24287387 -11282747 -23854743 11922606 10490725 9125482 31548344 2797124 -21057619 X THE MISSION OF THE CITY FUND ACTION IS TO PROVIDE LEADERSHIP, CAPITAL AND EXPERTISE TO ASSIST CITIES ACROSS THE UNITED STATES IN IMPROVING PUBLIC EDUCATION. THE CITY FUND ACTION OPERATES WITH THE BELIEF THAT IMPROVING PUBLIC EDUCATION IS ONE OF THE SUREST WAYS TO PROVIDE LEADERSHIP, CAPITAL, AND EXPERTISE TO ASSIST CITIES ACROSS THE UNITED STATES IN IMPROVING PUBLIC EDUCATION. 0 0 21962154 16084525 IMPROVED PUBLIC EDUCATION OPPORTUNITIES - TO SUPPORT AND IMPROVE PUBLIC SCHOOLS PROVIDING MEANINGFUL EDUCATIONAL OPPORTUNITIES, THE CITY FUND ACTION ALSO ENGAGES IN ADVOCACY AND LOBBYING ACTIVITIES. THE CITY FUND ACTION EXPECTS TO DEVOTE APPROXIMATELY HALF OF ITS TIME AND RESOURCES ON SUCH ACTIVITIES. THE CITY FUND ACTION'S ADVOCACY AND LOBBYING ACTIVITIES WILL FOCUS ON ACTIVITIES THAT ENHANCE THE OPPORTUNITY FOR SCHOOLS TO PROVIDE EDUCATIONAL ACCESS TO ALL CHILDREN.THE CITY FUND ACTION WILL MAKE GRANTS TO TAX-EXEMPT ORGANIZATIONS THAT ARE ENGAGED IN ADVOCACY AND LOBBYING ACTIVITIES AT THE LOCAL AND STATE LEVEL. THE CITY FUND ACTION GRANTS WILL SUPPORT ORGANIZATIONS THAT ARE ROOTED IN LOCAL COMMUNITIES AND FOCUSED ON PUBLIC EDUCATION MATTERS. THE CITY FUND ACTION WILL ALSO COLLABORATE WITH TAX-EXEMPT ORGANIZATIONS THROUGH ITS GRANT MAKING AND ALSO THROUGH KNOWLEDGE DISSEMINATION AND DEVELOPMENT ACROSS ITS NETWORK. IN THE FUTURE, THE CITY FUND ACTION MAY ALSO ENGAGE IN LIMITED AMOUNT OF DIRECT LOBBYING WHERE ITS STAFF ENGAGE ON PROPOSED LEGISLATION WITH STATE ELECTED OFFICIALS FOR MATTERS RELATED TO PUBLIC SCHOOL EDUCATION.DEVELOPMENT OF AND SUPPORT FOR SCHOOL BOARD AND OTHER CANDIDATES - THE CITY FUND ACTION WILL SUPPORT QUALIFIED CANDIDATES RUNNING FOR SCHOOL BOARD AND OTHER ELECTED OFFICES THAT WILL HAVE A DIRECT IMPACT ON IMPROVING PUBLIC EDUCATION. BY INVESTING IN THE LEADERS WHO ARE PLACE-BASED AND COMMITTED TO IMPROVING PUBLIC SCHOOLS, THE CITY FUND ACTION HOPES TO HELP JUMP START THE GROWTH OF HIGH QUALITY PUBLIC SCHOOLS AN AFFILIATED EDUCATIONAL PROGRAMMING IN CITIES ACROSS THE COUNTRY.COMMUNITY EDUCATION REGARDING EDUCATION POLICY - THE CAMPAIGN WILL COLLABORATE WITH LOCAL PARTNER ORGANIZATIONS TO SUPPORT AND DEVELOP EDUCATIONAL PUBLIC POLICY MATERIALS THAT ARE DISTRIBUTED TO THE PUBLIC AND POTENTIAL SCHOOL BOARD CANDIDATES. THE MATERIALS WILL FOCUS ON KEY POLICY ISSUES RELATED TO EDUCATIONAL OUTCOMES FOR CHILDREN IN THE NATION'S PUBLIC SCHOOLS. THE CITY FUND ACTION WILL WORK TO IMPROVE SOCIAL WELFARE FOR COMMUNITIES NATION-WIDE ABOUT EDUCATION POLICIES AND SYSTEMS WHICH CAN IMPACT STUDENT AND SCHOOL PERFORMANCE IN MEASURABLE WAYS. THE CITY FUND ACTION WILL ALSO PROVIDE RESOURCES, TRAINING, AND FEEDBACK TO COMMUNITY PARTNER ORGANIZATIONS TO SUPPORT THEM IN ENSURING THAT CHILDREN HAVE ACCESS TO MEANINGFUL EDUCATIONAL OPPORTUNITIES. LOCAL PARTNER ORGANIZATIONS WILL BE COMMUNITY-DRIVEN INITIATIVES THAT ARE THEMSELVES GENERALLY INCORPORATED AS NONPROFIT CORPORATIONS AND RECOGNIZED AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 50L(C)(3) OR 501(C)(4). BY WORKING WITH LOCAL PARTNERS, THE CAMPAIGN WILL SCALE THE IMPACT OF DATA-DRIVEN SOLUTIONS TO SEEMINGLY INTRACTABLE PROBLEMS IN THE DELIVERY OF EDUCATION NATIONWIDE. IN ITS EFFORT TO PROMOTE SOCIAL WELFARE, THE CITY FUND ACTION WILL ENGAGE WITH COMMUNITY STAKEHOLDERS AND EDUCATORS TO EDUCATE THE PUBLIC ON EDUCATION POLICY IMPACT. THE CITY FUND ACTION WILL DO SO THROUGH CONVENINGS WITH LOCAL PARTNERS, ENGAGING WITH STAKEHOLDERS AND INDIVIDUALS WHO ARE WORKING TO SUPPORT PUBLIC SCHOOL IMPROVEMENT, AND BY DEVELOPING AND DISTRIBUTING EDUCATIONAL PROGRAMS AND MATERIALS THROUGH A VARIETY OF DISTRIBUTION CHANNELS. 21962154 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 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 1 0 0 1 23 0 1 34 1 0 0 0 0 1 1 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 X NATASHA WILLIAMS 2029225879 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 JOHN ARNOLD CHAIR 1.00 1.00 X X 0 0 0 REED HASTINGS TREASURER 1.00 1.00 X X 0 0 0 ELISA VILLANEUVA BEARD DIRECTOR 1.00 1.00 X 0 0 0 ROMY DRUCKER DIRECTOR 1.00 1.00 X 0 0 0 NEERAV KINGSLAND MANAGING PARTNER - UNTIL 12/2022 7.00 33.00 X X 90617 464183 46077 MARLON MARSHALL CEO - AS OF 9/2022 32.00 8.00 X 368452 93798 31424 NATASHA WILLIAMS CFO 8.00 32.00 X 87930 341870 63733 KEVIN SHAFER PRESIDENT - AS OF 9/2022 3.00 37.00 X 35996 393804 33635 GARY BORDEN PARTNER 38.00 2.00 X 407235 22564 76309 DORSEY HOPSON PARTNER 35.00 5.00 X 372978 53460 66495 TYLER WHITMIRE PARTNER 31.00 9.00 X 331727 98073 47262 SIMONE WARD PARTNER 29.00 11.00 X 313038 116762 22115 SCOTT DAY PARTNER 35.00 5.00 X 311337 43463 37141 2319310 1627977 424191 12 0 1 0 STONES RIVER GROUP LLC 511 UNION STREET NASHVILLE TN 37219 CONSULTING 604373 FAEGRE DRINKER BIDDLE & REATH LLP PO BOX 1450 MINNEAPOLIS MN 554856139 LEGAL 549360 JEDREFORM INC 3817 HALCON PLACE DAVIS CA 95618 CONSULTING 507412 SASMF LLP PO BOX 1764 WHITE PLAINS NY 10602 LEGAL 420286 270 STRATEGIES LLC 1425 W FLETCHER ST CHICAGO IL 60657 CONSULTING 365372 10 430000 430000 OTHER INCOME 900099 2644 2644 2644 432644 0 0 2644 X 16084525 16084525 606417 485132 90964 30321 2668713 2458340 192696 17677 92611 83848 7956 807 218135 144632 67563 5940 150932 130576 16443 3913 999545 215758 783787 4 4 2693688 2201785 491903 93266 73004 20262 77340 64254 13086 26654 19546 7108 36934 36934 LOAN INTEREST TO AFFILI 464843 464843 PROFESSIONAL DEVELOPMEN 70762 750 70012 MISCELLANEOUS 3018 3018 24287387 21962154 2266575 58658 6147730 531971 2732942 232000 20000 1808 3020126 9726754 11922606 10490725 473772 486482 7631971 6028227 19459036 1019739 5574599 9125482 31548344 X 475816 -21057619 2321308 0 2797124 -21057619 11922606 10490725 -23854743 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6101983 50CAN ACTION FUND PAC 1380 MONROE STREET NW SUITE 413 WASHINGTON DC 20010 830877823 GREAT PUBLIC SCHOOLS PAC 511 UNION STREET SUITE 1100 NASHVILLE TN 37219 844236572 AMERICAN DEMOCRATIC MAJORITY PO BOX 8899 TRENTON NJ 08650 853951161 OPPORTUNITY DC 1310 L STREET NW SUITE 325 WASHINGTON DC 20005 920563279 GENERAL MAJORITY PAC PO BOX 9942 TRENTON NJ 08650 462127802 SEARCY FOR STATE SUPERINTENDENT 264 PARKSIDE MEADOW DRIVE MARIETTA GA 30064 PART I-A, LINE 1: THE ORGANIZATION MAKES A SMALL NUMBER OF DIRECT POLITICAL CONTRIBUTIONS TO CANDIDATES AND MAKES GRANTS TO ORGANIZATIONS THAT PARTICIPATE IN DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES. 0 DUE FROM AFFILIATE 9726754 9726754 DUE TO AFFILIATE 5574599 5574599 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 DENVER FAMILIES FOR PUBLIC SCHOOLS 3000 LAWRENCE STREET SUITE 145 DENVER CO 80210 853570260 2100000 0 OPERATING SUPPORT GREAT PUBLIC SCHOOLS FOR INDY DBA RISE INDY 3939 N PENNSYLVANIA ST INDIANAPOLIS IN 46205 834592277 501(C)(4) 1477500 0 OPERATING SUPPORT STOP THE WAIT 87 BOUTWELL ST PAWTUCKET RI 02860 862306103 501(C)(4) 1208000 0 OPERATING SUPPORT EQUITY IN EDUCATION INC 1230 PEACHTREE ST NE SUITE 1200 ATLANTA GA 30309 854162451 501(C)(4) 1038675 0 OPERATING SUPPORT KC ACTION FUND 3105 GILLHAM RD 200 KANSAS CITY MO 64109 853161591 501(C)(4) 974294 0 OPERATING SUPPORT ALIGNED NEW ORLEANS 1555 POYDRAS STREET STE 781 NEW ORLEANS LA 70124 872642749 501(C)(4) 678550 0 OPERATING SUPPORT LOUISIANA CHARTER SCHOOLS IN ACTION 320 METAIRIE HAMMOND HWY STE 402 METAIRIE LA 70005 475313339 501(C)(4) 550000 0 OPERATING SUPPORT NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS 1425 K STREET NW SUITE 900 DC DC 20005 300274709 501(C)(3) 500000 0 OPERATING SUPPORT EDUCATION SAN JOAQUIN 3871 PENINSULA COURT STOCKTON CA 95219 882648119 501(C)(4) 300000 0 OPERATING SUPPORT NEW VENTURE FUND 1201 CONNETICUT AVE WASHINGTON DC DC 20036 205806345 501(C)(4) 200000 0 OPERATING SUPPORT TEXAS CHARTER SCHOOLS ASSOCIATION 3005 S LAMAR BLVD SUITE D-447 AUSTIN TX 78704 262920798 501(C)(4) 150000 0 OPERATING SUPPORT EDUCATION REFORM NOW ADVOCACY (TX) 276 5TH AVE SUITE 704 915 NEW YORK NY 10001 260596684 501(C)(4) 150000 0 OPERATING SUPPORT TENNESSEE PROSPERS 411 MONROE AVE STE 200 MEMPHIS TN 38103 855122962 501(C)(4) 100000 0 OPERATING SUPPORT COMMON SENSE LEADERSHIP FUND PO BOX 321013 ALEXANDRIA VA 22320 862883453 100000 0 OPERATING SUPPORT INCS ACTION 150 N MICHIGAN AVESUITE 430 CHICAGO IL 60601 611734910 501(C)(4) 100000 0 OPERATING SUPPORT REVOLUCIN EDUCATIVA 910 PROSPECT AVE KANSAS CITY KS 64127 832534690 501(C)(4) 75000 0 OPERATING SUPPORT CFC ACTION FUND INC 700 W VIRGINIA ST SUITE 610 MILWAULKEE WI 53204 862216211 501(C)(4) 50000 0 OPERATING SUPPORT CENTER UNITED 410 NEW JERSEY AVE SE WASHINGTON DC 20003 862493083 501(C)(4) 50000 0 OPERATING SUPPORT CENTRAL VALLEY LEADERSHIP FUND 6653 EMBARCADERO DR STE T STOCKTON CA 95219 465000724 527 50000 0 OPERATING SUPPORT GEORGIA CAN ACTION FUND PO BOX 250565 ATLANTA GA 30325 501(C)(4) 50000 0 OPERATING SUPPORT 1 19 PART I, LINE 2: THE CITY FUND ACTION EXECUTES A GRANT AGREEMENT WITH EACH GRANTEE AND MAINTAINS RECORDS TO SUBSTANTIATE THE GRANTS, GRANTEE ELIGIBILITY, AND SELECTION CRITERIA. THE MONITORING PROCESS REQUIRES GRANTEE PROVIDES DETAIL OF EXPENSES INCURRED DURING GRANT TERM. ADDITIONALLY, RECORDS ARE REVIEWED BY STAFF AND MANAGEMENT TO ENSURE THAT ONLY PERMISSIBLE ACTIVITY IS PAID FOR UNDER GRANT TERMS. X X X 0 0 0 0 0 0 0 0 0 NEERAV KINGSLAND MANAGING PARTNER - UNTIL 12/2022 90617 464183 0 0 0 0 2491 12759 5035 25792 98143 502734 0 0 GARY BORDEN PARTNER 407235 22564 0 0 0 0 14449 801 57853 3206 479537 26571 0 0 MARLON MARSHALL CEO - AS OF 9/2022 368452 93798 0 0 0 0 12156 3094 12892 3282 393500 100174 0 0 NATASHA WILLIAMS CFO 87930 341870 0 0 0 0 3120 12130 9919 38564 100969 392564 0 0 DORSEY HOPSON PARTNER 372978 53460 0 0 0 0 13337 1913 44818 6427 431133 61800 0 0 TYLER WHITMIRE PARTNER 331727 98073 0 0 0 0 11399 3370 25079 7414 368205 108857 0 0 KEVIN SHAFER PRESIDENT - AS OF 9/2022 35996 393804 0 0 0 0 0 0 2817 30818 38813 424622 0 0 SIMONE WARD PARTNER 313038 116762 0 0 0 0 0 0 16107 6008 329145 122770 0 0 SCOTT DAY PARTNER 311337 43463 0 0 0 0 13382 1868 19209 2682 343928 48013 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE CITY FUND ACTION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CITY FUND ACTION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION OF THE DRAFT, THE FORM 990 IS REVIEWED BY THE CFO, CEO AND BOARD BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH SOCIAL WELFARE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING; - WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER SOCIAL WELFARE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE CITY FUND ACTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS - GENERAL: PROGRAM SERVICE EXPENSES 2,044,658. MANAGEMENT AND GENERAL EXPENSES 392,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,437,158. CONSULTANTS - COMMUNICATIONS: PROGRAM SERVICE EXPENSES 153,218. MANAGEMENT AND GENERAL EXPENSES 45,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,218. PEO FEES: PROGRAM SERVICE EXPENSES 3,909. MANAGEMENT AND GENERAL EXPENSES 36,403. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,312. TALENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. CITY FUND 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 824938743 EDUCATIONAL DC 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 CITY FUND D 18944193 COST