2025-03-25T17:30:34-04:00 2024-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2023-07-01 455209297 Georgia Leadership Institute for School Improvement Inc % LORI JACKSON GEOR 7704649299 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 JENNIE C WELCH VP STRATEGY/FINANCE 7704649229 2025-05-15 true true SABRE J LINAHAN P01372980 4048746244 2025-05-15 2023 2025-03-06 01:10:19Z DR LESLIE HAZLE BUSSEY 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 3505503 false X WWW.GLISI.ORG X 2012 GA UPLIFT SCHOOL LEADERS > TRANSFORM MINDSETS AND ACTIONS > CREATE VIBRANT CULTURES OF INNOVATION > BUILD EXCELLENT AND EQUITABLE SCHOOLS. 14 14 16 15 0 1049384 1187865 2207285 2189655 26898 97708 3 9668 3283570 3484896 0 0 0 0 1566168 1640490 0 0 176328 1681603 1707878 3247771 3348368 35799 136528 4269023 4319333 737255 621417 3531768 3697916 X GLISI'S MISSION IS TO UPLIFT SCHOOL LEADERS, TRANSFORM MINDSETS AND ACTIONS, CREATE VIBRANT CULTURES OF INNOVATION, AND BUILD EXCELLENT AND EQUITABLE SCHOOLS. IN FY24, WE SERVED 1,510 LEADERS ACCROSS 131 DISTRICTS AND ORGANIZATIONS IN GEORGIA AND BEYOND. false false 1400910 1188600 BASE CAMP AND LEADERSHIP SUMMIT: GLISI's Base Camp and Leadership Summit (BCLS) is designed to grow teams of school and district leaders. The goal is to equip teams with the skills to address performance problems and improve school culture and student outcomes. In FY24, GLISI served 396 leaders from 20 districts, delivering approximately 15,840 training hours. [SEE SCHEDULE O FOR ADDITIONAL DETAILS] 1149810 975555 In-district Support: GLISI PROVIDES IN-DISTRICT AND VIRTUAL SUPPORT SERVICES TO SCHOOL DISTRICTS ACROSS GEORGIA. In FY24, GLISI supported ASPIRING LEADERS, CLASSIFIED PERSONNEL LEADERSHIP DEVELOPMENT, SCHOOL IMPROVEMENT PLANS, AND DISTRICT STRATEGIC PLANS. [SEE SCHEDULE O FOR ADDITIONAL DETAILS] 30055 25500 Marquis Strategic Plan Initiatives: Outside of GLISI's direct partnerships with school systems, GLISI also supports networks and engagement aligned with our 2024 strategic plan, which focuses on developing leaders for equity and leading transformation toward agency-building learning. Key initiatives included facilitating the Georgia Deeper Learning Network, a social media campaign honoring educators through the "Hidden Heroes Campaign,offering leadership resources through our SPARK platform. These efforts are supported by individual, corporate, and foundation contributions. 2580775 true true false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 38 0 16 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false GA X LORI JACKSON 7704649299 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 DR Leslie Hazle Bussey Executive Director 40.0 0.0 X 188398 0 30129 Aaryn Schmuhl VP Prog. Dev. & Innovation 40.0 0.0 X 144659 0 13952 Meca Mohammed VP Operations & Talent 40.0 0.0 X 144526 0 8635 Jennie C Welch VP Strategy & Finance 40.0 0.0 X 141302 0 5652 Letishia Seabrook Jones Sr. Program Director 40.0 0.0 X 124076 0 20776 Brooke Perez Board Chair 1.0 0.0 X 0 0 0 Adrian C Bazemore Director 1.0 0.0 X 0 0 0 David Peterson Director 1.0 0.0 X 0 0 0 Valarie Wilson Director 1.0 0.0 X 0 0 0 Mack H Bullard Director 1.0 0.0 X 0 0 0 Matt Colvin Director 1.0 0.0 X 0 0 0 Dana Rickman Director 1.0 0.0 X 0 0 0 john Satelmajer Director 1.0 0.0 X 0 0 0 John Zauner Director 1.0 0.0 X 0 0 0 Beverly Ferguson Director 1.0 0.0 X 0 0 0 Jonathan Love Director 1.0 0.0 X 0 0 0 Brian Sodl Director 1.0 0.0 X 0 0 0 Gail Tusan Washington Director 1.0 0.0 X 0 0 0 korynn M Schooley Director 1.0 0.0 X 0 0 0 STEVE SMITH DIRECTOR 1.0 0.0 X 0 0 0 742961 0 79144 5 false true false 0 149122 1038743 12299 1187865 BASE CAMP LEADERSHIP SCHOOL 611430 1188600 1188600 CONSULTING 611430 701055 701055 GRE4T PARTNERSHIP 611430 274500 274500 STRATEGIC PLANNING 611430 25500 25500 2189655 97839 97839 0 0 0 0 0 20476 0 17221 3386 3255 -3386 -131 -131 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 9668 9668 9668 3484896 2189655 107376 X 0 0 0 0 379800 247704 51426 80670 0 1028994 780295 188623 60076 68019 48974 12243 6802 54256 39004 9766 5486 109421 78783 19696 10942 0 0 66400 66400 0 0 3367 3367 385230 326689 58541 55476 27156 19570 8750 122314 97974 22668 1672 33362 11441 20952 969 0 53086 53086 130517 106923 22682 912 0 806836 806836 0 0 24474 24474 7162 7162 REGISTRATION & SUBSCRIPTIONS 17614 8234 9380 MISCELLANEOUS 1278 1229 49 RETREAT 762 762 3348368 2580775 591265 176328 X 605027 750989 1608643 1217033 35000 0 192875 475521 0 0 0 0 0 0 0 0 14357 21245 76184 39590 46960 36594 1559377 1646944 0 0 0 0 0 0 206784 171007 4269023 4319333 462636 371250 0 0 70325 64250 0 0 0 0 0 0 0 0 0 0 204294 185917 737255 621417 X 3531768 3697916 0 0 3531768 3697916 4269023 4319333 136528 29620 X false true X true false X 1061374 1014346 1089040 1049384 1187865 5402009 1553426 1182451 1947903 2207285 2189655 9080720 0 0 0 2614800 2196797 3036943 3256669 3377520 14482729 800000 900000 1000000 925000 905000 4530000 577913 715874 957547 1061592 1199350 4512276 1377913 1615874 1957547 1986592 2104350 9042276 5440453 49705 10750 6194 28211 97839 192699 0 49705 10750 6194 28211 97839 192699 0 413 260 301 3 9668 10645 2664918 2207807 3043438 3284883 3485027 14686073 0.37045 0.36294 0.01312 0.00984 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76184 39590 36594 36594 0 ROU LIABILITIES - OPERATING 185917 185917 X 3511149 29620 29620 3481529 3367 3367 3484896 3345001 3345001 3367 3367 3348368 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3). THE ORGANIZATION ANNUALLY EVALUATES ALL FEDERAL AND STATE INCOME TAX POSITIONS. THIS PROCESS INCLUDES AN ANALYSIS OF WHETHER THESE INCOME TAX POSITIONS THE ORGANIZATION TAKES MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR TAX YEARS ENDING BEFORE JUNE 30, 2021. X X X X X false false false false false false false true false DR Leslie Hazle Bussey Executive Director 188398 0 0 7536 23287 219221 0 Meca Mohammed VP Operations & Talent 142668 1858 0 469 8763 153758 0 Aaryn Schmuhl VP Prog. Dev. & Innovation 143214 1445 0 5786 8767 159212 0 PART I, LINE 7 BONUS PAYMENTS WERE MADE BASED ON EMPLOYEE PERFORMANCE. FORM 990, PART III - PROGRAM SERVICES ACTIVITY #1 Base Camp and Leadership Summit: GLISI's Base Camp and Leadership Summit (BCLS) is designed to grow teams of school and district leaders. The goal is to equip teams with the skills to address performance problems and improve school culture and student outcomes. In FY24, GLISI served 396 leaders from 20 districts, delivering approximately 15,840 training hours. BCLS aims to increase participant knowledge in leading systemic change. Pre- and post-assessments showed a significant gain in participants' understanding, including improved skills in identifying root causes, performance needs, and engaging others in change processes. A second goal is to increase psychological safety within teams. Post-training, 99% of participants reported a strong ability to create spaces where team members can voice opinions and challenge others. A final objective is to increase motivation for behavior and practice changes. Qualitative data indicates that participants felt better equipped to drive change within their teams and schools. Our long-term goal is for BCLS attendance to correlate with healthier school cultures and improved student outcomes, particularly in districts using BCLS as part of multi-year improvement strategies. Despite disruptions from COVID-19, BCLS partners showed promising results. In 2023-2024, districts that sent two or more teams to BCLS had a higher 4-Year Cohort Graduation Rate (90.5) compared to the state average (85.4), outperforming the state across all student subgroups. FORM 990, PART III - PROGRAM SERVICES ACTIVITY #2 In-district and Virtual Support: GLISI provides in-district and virtual support services to school districts across Georgia. In FY24, GLISI supported aspiring leaders, classified personnel leadership development, school improvement plans, and district strategic plans. These services are customized to each district's needs. In FY24, GLISI supported 827 leaders in 44 school systems, including a renewed partnership with the Georgia Department of Education for the "GRE4T" initiative. We logged 4,346 hours of support. In our annual survey, 99% of participants said the engagement was relevant to their professional needs, and over half said it influenced their intent to stay in the profession. District leaders reported that GLISI's services built leader capacity and achieved system improvement goals, with 100% of district leaders agreeing that the partnership met its intended outcomes. FORM 990, PART III - PROGRAM SERVICES ACTIVITY #3 Marquis Strategic Plan Initiatives: Outside of GLISI's direct partnerships with school systems, GLISI also supports networks and engagement aligned with our 2024 strategic plan, which focuses on developing leaders for equity and leading transformation toward agency-building learning. Key initiatives included facilitating the Georgia Deeper Learning Network, a social media campaign honoring educators through the "Hidden Heroes Campaign,offering leadership resources through our SPARK platform. These efforts are supported by individual, corporate, and foundation contributions. FORM 990, PART VI, SECTION B, LINE 11B BOOKKEEPER AND VP of STRATEGY AND FINANCE WORK TO PREPARE A DRAFT 990, WITH SUPPORT FROM EXTERNAL CPA AND ADDITIONAL GLISI STAFF AS NEEDED. DRAFT IS REVIEWED BY GLISI'S EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. NECESSARY CORRECTIONS ARE MADE AND FINAL APPROVAL OF DRAFT IS GIVEN BY GLISI'S VP of STRATEGY AND FINANCE AND GLISI'S EXECUTIVE DIRECTOR. FILING IS COMPLETED BY EXTERNAL CPA. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE GLISI OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THESE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; (2) 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 CHARITABLE PURPOSES AND DO NOT RESULT IN INUReMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. IN 2020, THE COMPENSATION COMMITTEE, COMPRISED OF BOARD MEMBERS, COMMISSIONED A REVIEW BY PHILLIP BLOUNT & ASSOCIATES OF ALL EMPLOYEES COMPENSATED IN EXCESS OF $100,000, WHICH INCLUDES THE EXECUTIVE DIRECTOR. THE REVIEW, TO BE CONDUCTED AT FIVE-YEAR INTERVALS, UTILIZED SEVERAL MARKET COMPARISON APPROACHES, INCLUDING FORM 990 INFORMATION AND PUBLISHED COMPENSATION SURVEYS BASED ON POSITION ACCOUNTABILITY, SCOPE, AND RESPONSIBILITY, TO ENSURE REASONABLENESS. PROPOSED SALARY ADJUSTMENTS ARE INCLUDED IN THE ORGANIZATION'S BUDGET AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR REVIEW IN OFFICE BY WRITTEN REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS AND SUBCONTRACTORS TOTAL FEES:385230