2024-11-12T16:22:52-05:00 2024-06-30 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2023-07-01 204124164 BOOK TRUST BOOK 7204589889 191 UNIVERSITY BLVD STE 527 DENVER CO 80206 PATIENCE PEABODY PRES/CEO EFF 1/2024 7204589889 2024-11-12 true false MARIA MONTOYA P01363907 3035345953 2024-11-12 2023 2024-10-15 13:58:12Z PATIENCE PEABODY 191 UNIVERSITY BLVD STE 527 DENVER CO 80206 3543090 false X WWW.BOOKTRUST.ORG X 2006 CO PROVIDING ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. 9 9 18 226 0 2542000 2368778 920990 1028792 109640 86440 0 3572630 3484010 0 0 998745 1798164 560866 85575 925048 2885119 3536197 4444730 5419936 -872100 -1935926 4383991 2079743 884168 515846 3499823 1563897 X THE ORGANIZATION'S MISSION IS TO PROVIDE ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. BOOK TRUST'S VISION IS THAT EVERY CHILD DISCOVERS THE JOY AND POWER OF READING TO CULTIVATE A LIFELONG LOVE OF LEARNING. SINCE THE ORGANIZATION'S FOUNDING IN 2001, BOOK TRUST HAS GROWN FROM SERVING 170 STUDENTS IN COLORADO TO SERVING 58,106 ELEMENTARY STUDENTS ACROSS 15 STATES DURING THE 2023-2024 ACADEMIC YEAR. THIS SCHOOL YEAR, BOOK TRUST PARTNERED WITH 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS IN 194 SCHOOLS, TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION OF OVER 630,000 NEW SCHOLASTIC BOOKS. false false 3013780 1028792 BOOKS - DIRECT COST OF NEW BOOKS THAT ARE CHOSEN AND OWNED BY BOOK TRUST STUDENTS THROUGHOUT THE SCHOOL YEAR. BOOK TRUST IS A TEACHER-LED, STUDENT- DRIVEN NATIONAL EARLY LITERACY PROGRAM WHICH INCLUDES A STEP-BY-STEP SUPPORTED AND EVALUATED PROCESS TO ENSURE STUDENTS HAVE THE OPPORTUNITY TO DISCOVER THE JOY AND POWER OF READING. IN THE 2023-2024 SCHOOL YEAR, 58,106 BOOK TRUST ELEMENTARY STUDENTS IN 194 SCHOOLS ACROSS 15 STATES, SELECTED AND RECEIVED OVER 630,000 NEW SCHOLASTIC BOOKS. BOOK TRUST STUDENTS WERE ABLE TO BUILD THEIR LOVE OF READING AND THEIR OWN HOME LIBRARIES. 1162891 TEACHER TRAINING AND RESOURCES - DIRECT COST TO DEVELOP AND PROVIDE TEACHER TRAINING, SUPPORT, AND LITERACY RESOURCES TO BOOK TRUST MANAGERS AND TEACHERS THROUGHOUT THE YEAR. BOOK TRUST MANAGERS AND TEACHERS VOLUNTEER THEIR TIME TO IMPLEMENT BOOK TRUST'S PROGRAM EVERY MONTH OF THE SCHOOL YEAR. IN 2023-2024, 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS ACROSS 15 STATES RECEIVED BOOK TRUST'S PROGRAM TRAINING, ON-GOING PROGRAM SUPPORT, AND MONTHLY LITERACY RESOURCES TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION. BOOK TRUST MANAGERS AND TEACHERS RECEIVE LITERACY TOOLS FOR EARLY READING TACTICS, FAMILY ENGAGEMENT, AND THE BENEFITS OF PLAYING AN ACTIVE ROLE IN DAILY READING IN THE CLASSROOM AND AT HOME. EVALUATION - DIRECT COST TO PROVIDE MONTHLY PROGRAM MONITORING AND EVALUATION TO ENSURE EFFECTIVE AND QUALITY PROGRAM IMPLEMENTATION AND IMPACT. BOOK TRUST'S QUALITATIVE AND QUANTITATIVE EVALUATION PROCESS THROUGHOUT THE YEAR INCLUDES; BUT IS NOT LIMITED TO, SCHOOL SITE VISITS, PROGRAM MONITORING TOOLS, ANNUAL SURVEYS, FOCUS GROUPS, ACADEMIC RESEARCH, AND THIRD-PARTY EVALUATIONS. OPERATIONS - DIRECT COST TO PROVIDE THE ESSENTIAL PROGRAM ADMINISTRATIVE AND OPERATIONAL SUPPORT NECESSARY TO IMPLEMENT THE BOOK TRUST PROGRAM AND TO SUPPORT OUR PARTNER SCHOOLS, TEACHERS, AND STUDENTS WITH HIGH QUALITY AND CONSISTENCY. 4176671 true true false false false false false false false false true false false false true false true false false false false false false true true false false false false true false false false false false false false false false false false false false false false false false true 17 0 true 18 true false false false false false true true false false false false false false X 9 9 false false false false false false false true false false false true true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X X PATIENCE PEABODY 7204589889 191 UNIVERSITY BLVD STE 527 DENVER CO 80206 PATIENCE PEABODY PRES/CEO EFF 40.00 X 0 0 0 COLLEEN O'KEEFE PRES/CEO THR 40.00 X 276320 0 17628 STACY KIRKLAND INTRM PRES/C 40.00 X X 122787 0 3066 ALLISON LEE VP OF PROGRA 40.00 X 126195 0 3918 MAIRE DALY VP OF DEVELO 40.00 X 130633 0 3544 DAVID DIEHL TREASURER 2.00 X X 0 0 0 CHERYL ZIMLICH SECRETARY 2.00 X X 0 0 0 DAVID PEREZ DIRECTOR 2.00 X 0 0 0 NICOLE RIEHL DIRECTOR 2.00 X 0 0 0 DHARMENDRA SAHAY DIRECTOR 2.00 X 0 0 0 SWATI GOKHALE DIRECTOR 2.00 X 0 0 0 ADRIENNE SCHATZ FOUNDER/DIRE 2.00 X 0 0 0 DARIN ATTEBERRY DIRECTOR 2.00 X 0 0 0 655935 28156 4 false true false CANOPY ADVISORY GROUP INC 1150 DELAWARE ST DENVER CO 80204 GRANT WRITING 179603 REVEAL BUSINESS SOLUTIONS LLC 6445 DOWNING STREET DENVER CO 80229 ACCOUNTING 157600 COMMUNITY COUNSELING SERVICE LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 CONSULTING 113740 3 168722 2200056 2368778 BOOK TRUST PROGRAM 1028792 1028792 1028792 86440 86440 59080 168722 59080 3484010 1028792 86440 433020 95265 155887 181868 1135434 615747 69956 449731 111981 24636 40313 47032 117729 46503 18275 52951 85575 85575 360220 317590 22861 19769 47274 27158 7381 12735 23936 12774 1363 9799 67942 17659 1764 48519 6716 5560 417 739 BOOK EXPENSES 3013779 3013779 FUNDRAISING LICENSES 11948 11948 BANK FEES 4382 4382 5419936 4176671 318217 925048 3767732 1997309 245859 328019 57127 10380 10380 42381 25307 4383991 2079743 510418 128346 23750 37500 350000 350000 884168 515846 X 2971953 1311885 527870 252012 3499823 1563897 4383991 2079743 -1935926 X X false true X true false X 3898804 3214131 3236464 2542000 2368778 15260177 3898804 3214131 3236464 2542000 2368778 15260177 4989823 10270354 15094 1570 4707 109640 86440 217451 8688 1602 10290 15487918 4027128 0.66310 0.72850 X PART II, LINE 10 10,290 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10380 10380 REFUNDABLE ADVANCE 350000 350000 3484010 3484010 3484010 5419936 5419936 5419936 X true CANOPY ADVISORY GROUP INC 1150 DELAWARE ST DENVER CO 80204 GRNT WRTNG false 1713200 85575 1627625 1713200 85575 1627625 AL AK AR CA CT CO DC FL GA HI IL KS KY ME MA MD MS MN MI NC ND NM NY NJ NH OR OH OK PA RI SC TN VA WA WY WI BOOKS ON TAP 104833 84022 20811 1515 8123 1100 10073 HAWAII 96204 73271 22933 11599 5576 5758 26765 11429 15336 8241 3584 3511 227802 168722 59080 21355 11707 6676 19342 59080 X X X true false false false false false false false false COLLEEN O'KEEFE PRES/CEO THRU 8/2023 276320 17628 293948 SCHEDULE J, PAGE 1, PART I, LINE 4 COLLEEN O'KEEFE 148,066 0 0 FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION'S MISSION IS TO PROVIDE ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. BOOK TRUST'S VISION IS THAT EVERY CHILD DISCOVERS THE JOY AND POWER OF READING TO CULTIVATE A LIFELONG LOVE OF LEARNING. SINCE THE ORGANIZATION'S FOUNDING IN 2001, BOOK TRUST HAS GROWN FROM SERVING 170 STUDENTS IN COLORADO TO SERVING 58,106 ELEMENTARY STUDENTS ACROSS 15 STATES DURING THE 2023-2024 ACADEMIC YEAR. THIS SCHOOL YEAR, BOOK TRUST PARTNERED WITH 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS IN 194 SCHOOLS, TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION OF OVER 630,000 NEW SCHOLASTIC BOOKS. FORM 990, PAGE 2, PART III, LINE 4B TEACHER TRAINING AND RESOURCES - DIRECT COST TO DEVELOP AND PROVIDE TEACHER TRAINING, SUPPORT, AND LITERACY RESOURCES TO BOOK TRUST MANAGERS AND TEACHERS THROUGHOUT THE YEAR. BOOK TRUST MANAGERS AND TEACHERS VOLUNTEER THEIR TIME TO IMPLEMENT BOOK TRUST'S PROGRAM EVERY MONTH OF THE SCHOOL YEAR. IN 2023-2024, 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS ACROSS 15 STATES RECEIVED BOOK TRUST'S PROGRAM TRAINING, ON-GOING PROGRAM SUPPORT, AND MONTHLY LITERACY RESOURCES TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION. BOOK TRUST MANAGERS AND TEACHERS RECEIVE LITERACY TOOLS FOR EARLY READING TACTICS, FAMILY ENGAGEMENT, AND THE BENEFITS OF PLAYING AN ACTIVE ROLE IN DAILY READING IN THE CLASSROOM AND AT HOME. EVALUATION - DIRECT COST TO PROVIDE MONTHLY PROGRAM MONITORING AND EVALUATION TO ENSURE EFFECTIVE AND QUALITY PROGRAM IMPLEMENTATION AND IMPACT. BOOK TRUST'S QUALITATIVE AND QUANTITATIVE EVALUATION PROCESS THROUGHOUT THE YEAR INCLUDES; BUT IS NOT LIMITED TO, SCHOOL SITE VISITS, PROGRAM MONITORING TOOLS, ANNUAL SURVEYS, FOCUS GROUPS, ACADEMIC RESEARCH, AND THIRD-PARTY EVALUATIONS. OPERATIONS - DIRECT COST TO PROVIDE THE ESSENTIAL PROGRAM ADMINISTRATIVE AND OPERATIONAL SUPPORT NECESSARY TO IMPLEMENT THE BOOK TRUST PROGRAM AND TO SUPPORT OUR PARTNER SCHOOLS, TEACHERS, AND STUDENTS WITH HIGH QUALITY AND CONSISTENCY. FORM 990, PART VI LIST OF STATES RECEIVING COPY OF FORM 990: AL,AK,AR,CA,CT,FL,GA,HI,IL,KS,MD,MA,MI,MN,NJ,NM,NY,NC,ND,OR,PA,RI,SC,TN,UT VA,WI,WV FORM 990, PAGE 6, PART VI, LINE 8B COMMITTEES CANNOT TAKE ANY ACTION WITHOUT BOARD APPROVAL. THEREFORE, NO MINUTES ARE TAKEN AT COMMITTEE MEETINGS. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE TREASURER AND THE PRESIDENT & CEO. EACH BOARD MEMBER THEN RECEIVES AN ELECTRONIC COPY OF THE FINAL DRAFT TO REVIEW. ANY CORRECTIONS OR CHANGES ARE MADE, AND THE 990 IS FINALIZED AND SUBMITTED WITH BOARD REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C EACH SPRING, ALL BOARD POLICIES ARE REVIEWED WITH BOARD MEMBERS. AT THAT TIME, THE CONFLICT OF INTEREST FORMS ARE REVIEWED AND BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS AND COMPLETE THE CONFLICT OF INTEREST AFFIRMATION CERTIFICATE. EACH YEAR, BOARD MEMBERS REVIEW AND REAFFIRM. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS AN ANNUAL COMPARISON OF THE BOOK TRUST'S PRESIDENT & CEO'S COMPENSATION AGAINST COMPARABILITY DATA FOR ORGANIZATIONS OF SIMILAR SIZE AND MISSION. THE EXECUTIVE COMMITTEE MEETS TO REVIEW THE PERFORMANCE OF THE PRESIDENT & CEO AND TO APPROVE THE COMPENSATION AMOUNT. A SIMILAR PROCESS IS IN PLACE FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE DESCRIPTION FOR LINE 15A ABOVE. FORM 990, PAGE 6, PART VI, LINE 17 MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEVADA, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE BOOK TRUST WEBSITE. FORM 990, PART XII THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS SINCE THE PRIOR YEAR.