2023-04-26T16:16:27-05:00 2022-06-30 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2021-07-01 455209297 GEORGIA LEADERSHIP INSTITUTE FOR SCHOOL IMPROVEMENT INC GEOR 7704649299 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 JENNIE C WELCH VP STRATEGY & FINANCE 7704649299 2023-04-26 1 JENNIE WELCH 999009999 TIFFANY T ORR CPA P01559485 7703948000 2023-04-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR LESLIE HAZLE BUSSEY 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 3043438 0 X WWW.GLISI.ORG X 2012 GA UPLIFT SCHOOL LEADERS > TRANSFORM MINDSETS AND ACTION > CREATE VIBRANT CULTURES OF INNOVATION > BUILD EXCELLENT AND EQUITABLE SCHOOLS. IN FY2022, WE REALIZED OUR MISSION THROUGH SERVICE TO 2,173 LEADERS IN 119 SCHOOL DISTRICTS AND ORGANIZATIONS IN GEORGIA AND BEYOND. 14 14 13 2 0 0 1014346 1089040 1182451 1947903 10750 6194 260 301 2207807 3043438 0 0 0 0 1284189 1484109 0 0 161454 717932 1571881 2002121 3055990 205686 -12552 3684980 4065232 186931 617452 3498049 3447780 X UPLIFT SCHOOL LEADERS > TRANSFORM MINDSETS AND ACTION > CREATE VIBRANT CULTURES OF INNOVATION > BUILD EXCELLENT AND EQUITABLE SCHOOLS 0 1 1724434 957500 BASE CAMP AND LEADERSHIP SUMMIT:GLISI'S BASE CAMP AND LEADERSHIP SUMMIT (BCLS) IS A UNIQUE TRAINING AND COACHING EXPERIENCE DESIGNED TO GROW TEAMS OF PRACTICING SCHOOL AND DISTRICT LEADERS. THE GOAL IS TO EQUIP TEAMS WITH THE SKILLS TO COLLABORATIVELY IDENTIFY AND ADDRESS THEIR MOST PRESSING PERFORMANCE PROBLEMS IN ORDER TO REALIZE MEANINGFUL IMPROVEMENTS IN SCHOOL CULTURE AND STUDENT OUTCOMES. IN FY22, GLISI SERVED 387 LEADERS (SUPERINTENDENTS, CENTRAL OFFICE LEADERS, PRINCIPALS, ASSISTANT PRINCIPALS, TEACHER LEADERS, AND SCHOOL SUPPORT STAFF) FROM 25 SCHOOL DISTRICTS, DELIVERING APPROXIMATELY 15,500 IN-PERSON TRAINING HOURS (# HOURS TRAINING PROVIDED X # PARTICIPANTS) THROUGH BCLS. A SHORT-TERM OBJECTIVE OF BCLS IS TO INCREASE PARTICIPANT KNOWLEDGE OF CONCEPTS CRITICAL TO LEADING SYSTEMIC CHANGE. OUR PRE-POST LEARNING ASSESSMENT SHOWED THAT FOR 100% OF ITEMS SURVEYED, THERE WAS A STATISTICALLY SIGNIFICANT GAIN IN PARTICIPANT UNDERSTANDING. SUCH KNOWLEDGE INCLUDES THE ABILITY TO IDENTIFY THE ACTIONS, TOOLS AND RESOURCES TO PROMOTE EQUITY; IDENTIFY ROOT CAUSES AND PERFORMANCE NEEDS; AND ENGAGE OTHERS IN CRAFTING QUESTIONS, EXPERIMENTING, FAILING FAST, AND COURSE CORRECTING, AMONG OTHER LEARNING. A SECOND SHORT-TERM OBJECTIVE IS TO INCREASE THE PSYCHOLOGICAL SAFETY FOR TEAMS WHO ATTEND - A CRITICAL PRECURSOR TO CULTURE CHANGE. IN OUR MOST RECENT ANALYSIS WE FOUND BEFORE BCLS, 65% OF PARTICIPANTS RATED THEIR ABILITY TO CREATE SAFE SPACE WHERE TEAM MEMBERS VOICE THEIR OPINIONS AND CHALLENGE OTHERS AS PROFICIENT OR BETTER (4, 5, OR 6 ON A 6 POINT SCALE). AFTER, THE PERCENTAGE OF PARTICIPANTS RATING THEMSELVES AS PROFICIENT OR BETTER INCREASED TO 78%. FURTHER, 94% OF PARTICIPANTS WHO COMPLETED OUR ANNUAL SURVEY REPORTED GLISI'S PROGRAMS HELPED THEM DEEPEN THEIR CONNECTIONS WITH COLLEAGUES. A FINAL SHORT-TERM OBJECTIVE WE DESIGN FOR IS INCREASED MOTIVATION AMONG PARTICIPANTS AND TEAMS TO MAKE NECESSARY CHANGES TO THEIR BEHAVIOR AND PRACTICE. QUALITATIVE DATA ILLUMINATE HOW THE TRAINING AND COACHING IMPACTED PARTICIPANT MOTIVATION TO CHANGE. PARTICIPANT REFLECTIONS INCLUDE QUOTES SUCH AS, "GLISI HELPED ME RECONNECT WITH MY PURPOSE IN EDUCATION: TEACHING IS NOT SOMETHING I HAVE TO DO. IT'S SOMETHING I GET TO DO." ANOTHER PARTICIPANT REFLECTED, "MY EXPERIENCE WITH GLISI REMINDED ME WHY I WENT INTO THE PROFESSION IN THE FIRST PLACE." OUR LONG-TERM ASPIRATION IS FOR ATTENDANCE AT BCLS TO CORRELATE WITH HEALTHIER SCHOOL CULTURES AND IMPROVED STUDENT OUTCOMES OVER TIME, PARTICULARLY FOR DISTRICTS WHO LEVERAGE BCLS AS A MULTI-YEAR SCHOOL IMPROVEMENT STRATEGY. STATEWIDE ASSESSMENT AND ACCOUNTABILITY REQUIREMENTS WERE WAIVED IN THE STATE OF GEORGIA DUE TO THE ONGOING COVID-19 PANDEMIC, CONTRIBUTING TO SCHOOL CLOSURES AND AFFECTING SYSTEMIC COLLECTION OF COMPARABLE DATA. HOWEVER, COMPARISONS OF COHORT GRADUATION RATES OF BCLS PARTNERS RELATIVE TO THE BROADER STATE ARE PROMISING. IN OUR MOST RECENT ANALYSIS, TRADITIONAL SYSTEMS THAT SENT TWO OR MORE TEAMS TO BCLS (N=29) ACHIEVED A HIGHER 4-YEAR COHORT GRADUATION RATE IN THE 2020-2021 SCHOOL YEAR (88.7) RELATIVE TO THE STATE AVERAGE (83.7). GLISI PARTNERS OUTPERFORMED THE STATE AVERAGE ACROSS EVERY STUDENT SUBGROUP AS WELL, MOST NOTABLY OUTPERFORMING THE STATE FOR BLACK, HISPANIC, AND STUDENTS WITH DISABILITIES. 704346 990403 IN-DISTRICT AND VIRTUAL SUPPORT:GLISI OFFERS A VARIETY OF IN-DISTRICT AND VIRTUAL SUPPORT SERVICES TO SCHOOL DISTRICT PARTNERS ACROSS GEORGIA. IN FY22, GLISI PROVIDED SUPPORT FOR ASPIRING LEADERS; LEADERSHIP DEVELOPMENT OF CLASSIFIED PERSONNEL; COACHING TO DESIGN AND IMPLEMENT ACTIONABLE SCHOOL IMPROVEMENT PLANS; AND THE DEVELOPMENT OF DISTRICT STRATEGIC PLANS, AMONG OTHERS. THE OBJECTIVE OF GLISI'S IN-PERSON TRAINING, COACHING AND TECHNICAL ASSISTANCE ARE CUSTOMIZED TO THE UNIQUE NEEDS OF EACH OF OUR PARTNERS. IN FY22, GLISI PROVIDED THESE SERVICES TO 1,444 ASPIRING AND INCUMBENT LEADERS IN 40 SCHOOL SYSTEMS ACROSS GEORGIA, INCLUDING THROUGH A SECOND YEAR OF PARTNERSHIP WITH THE GEORGIA DEPARTMENT OF EDUCATION IMPLEMENTED "GRE4T" (GEORGIA'S RESTART: EMBRACE, ENGAGE, EXPAND AND ENHANCE LEARNING TECHNOLOGY INITIATIVE). IN FY22, GLISI LOGGED AN ESTIMATED 5,658 HOURS OF TOTAL SUPPORT ACROSS THESE PARTNERSHIPS. IN OUR ANNUAL SURVEY, WE FOUND DIRECT EVIDENCE THAT OUR SUPPORT IS MEETING MISSION THROUGH THE DEVELOPMENT OF STRONG LEADERS IN SCHOOLS. NINE OUT OF TEN RESPONDENTS INDICATED THE ENGAGEMENT WAS "DIRECTLY RELEVANT TO MY PROFESSIONAL NEEDS AND MORE THAN HALF OF RESPONDENTS INDICATED THEIR "LEADERSHIP RESPONSIBILITY INCREASED SINCE PARTICIPATING IN GLISI PROGRAMMING". FURTHER, 100% OF RESPONDENTS ON POST-SERVICE SURVEYS REPORTED THAT THE PARTNERSHIP WITH GLISI ACHIEVED ITS INTENDED OUTCOMES. MARQUIS STRATEGIC PLAN INITIATIVES:OUTSIDE OF GLISI'S DIRECT PARTNERSHIPS WITH SCHOOL SYSTEMS, WE ENGAGED IN SEVERAL NEW INITIATIVES THIS YEAR THAT ARE IN DIRECT ALIGNMENT WITH OUR 2024 STRATEGIC PLAN ASPIRATIONS TO (1) DEVELOP LEADERS WHO LEAD FOR EQUITY THROUGH LISTENING, RESPECT AND SEEKING TO KNOW OTHERS AND (2) TO LEAD TRANSFORMATION IN SCHOOLS TOWARD AGENCY-BUILDING LEARNING. EXAMPLES INCLUDE SERVING AS FACILITATOR AND CONVENER FOR THE GEORGIA DEEPER LEARNING NETWORK, A NETWORK OF EDUCATORS, BUSINESS LEADERS, PARENTS AND STUDENTS COMMITTED TO ENSURING MORE ENRICHING, ENGAGING AND MEANINGFUL LEARNING EXPERIENCES FOR GEORGIA'S STUDENTS; UPLIFTING EDUCATORS STATEWIDE THROUGH OUR "HIDDEN HEROES CAMPAIGN", A SOCIAL MEDIA CAMPAIGN THAT HONORED LEADERS STATEWIDE MODELING THE WAY TOWARD MORE CONNECTED COMMUNITIES AND GARNERED OVER 40,000 VOTES; AND HOSTING THE EXEMPLARY PRINCIPALS IN COMMUNITY (EPIC) TO DERIVE INSIGHTS ABOUT LEADERSHIP PRACTICES FOR MORE EQUITABLE SCHOOLS TO BE DISSEMINATED TO THOSE WE SERVE. OUR ABILITY TO SUPPORT THE MATURATION OF NEW NETWORKS, UPLIFT EDUCATORS, AND DISTILL NEW LEARNING IS MADE POSSIBLE THROUGH THE GENEROUS SUPPORT OF INDIVIDUAL, CORPORATE AND FOUNDATION DOLLARS. 2428780 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X LORI JACKSON 7704649299 3237 SATELLITE BLVD SUITE 460 DULUTH GA 30096 JOHN SATELMAJER DIRECTOR 1.00 X 0 0 0 JOSEPH BARROW JR DIRECTOR 1.00 X 0 0 0 ADRIAN BAZEMORE DIRECTOR 1.00 X 0 0 0 MATT COLVIN DIRECTOR 1.00 X 0 0 0 STEPHEN DOLINGER DIRECTOR 1.00 X 0 0 0 JONATHAN LOVE DIRECTOR 1.00 X 0 0 0 BROOKE PEREZ BOARD CHAIR 1.00 X X 0 0 0 DAVID PETERSON DIRECTOR 1.00 X 0 0 0 KORYNN M SCHOOLEY DIRECTOR 1.00 X 0 0 0 DANA RICKMAN DIRECTOR 1.00 X 0 0 0 VALARIE WILSON DIRECTOR 1.00 X 0 0 0 JOHN ZAUNER DIRECTOR 1.00 X 0 0 0 BEVERLY FERGUSON DIRECTOR 1.00 X 0 0 0 GAIL TUSAN-WASHINGTON DIRECTOR 1.00 X 0 0 0 BRIAN SODL DIRECTOR 1.00 X 0 0 0 LESLIE HAZLE BUSSEY EXECUTIVE DIRECTOR 40.00 X 151213 0 23017 JENNIE C WELCH VP STRATEGY & FINANCE 40.00 X 124212 0 5000 MECA MOHAMMED VP OPS & TALENT 40.00 X 111192 0 17906 AARYN SCHMUHL VP PROG DEV & INNOVATION 40.00 X 135702 0 12696 LETISHIA SEABROOK JONES SR. PROGRAM DIRECTOR 40.00 X 115774 0 19101 638093 0 77720 5 0 1 0 0 1089040 1148 1089040 BASE CAMP LEADERSHIP S 611430 957500 957500 CONSULTING 611430 660175 660175 GRE4T PARTNERSHIP 611430 218028 218028 GSBA STRATEGIC PLANNIN 611430 112200 112200 1947903 6194 6194 OTHER INCOME 900099 301 301 301 3043438 1947903 0 6495 X 289609 176805 48402 64402 950957 720278 181548 49131 78617 56604 14937 7076 66829 48117 12697 6015 98097 70630 18638 8829 11750 11750 2933 2933 339679 294379 45300 8000 4000 4000 10157 3553 6463 141 5252 4551 701 43049 43049 72481 58789 11044 2648 19058 19058 6044 6044 ROOM, BOARD, MEETING SP 872093 872093 MATERIALS 117984 102357 11623 4004 REGISTRATION AND SUBSCR 33203 16968 10103 6132 SPECIAL EVENT 16069 8035 8034 14129 172 13616 341 3055990 2428780 465756 161454 514978 616831 1288859 1618667 1700 302762 242662 7585 16375 85787 28399 24088 57388 1546708 1511609 3684980 4065232 154136 612052 32795 5400 186931 617452 X 3498049 3447780 3498049 3447780 3684980 4065232 -12552 -37717 0 X 0 1 X 1 0 X 2020316 931064 1061374 1014346 1089040 6116140 2020316 931064 1061374 1014346 1089040 6116140 4365026 1751114 24618 39983 49705 10749 6194 131249 675 307 413 260 301 1956 6249345 6320395 0.28020 0.50180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85787 28399 57388 57388 X 3029293 -37717 26505 -11212 3040505 2933 2933 3043438 3079562 26505 26505 3053057 2933 2933 3055990 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2022 AND 2021, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X 0 0 0 0 0 0 0 0 0 LESLIE HAZLE BUSSEY EXECUTIVE DIRECTOR 151213 0 0 0 0 0 6400 0 16617 0 174230 0 0 0 FORM 990, PART III, LINE 3 THE PREVIOUS YEAR WAS THE THIRD AND FINAL YEAR OF A MULTI-YEAR COLLABORATIVE PARTNERSHIP WITH THE SOUTHERN REGIONAL EDUCATION BOARD (SREB) AND THREE RURAL SCHOOL SYSTEMS IN GEORGIA (JEFFERSON COUNTY, EMANUEL COUNTY, AND BURKE COUNTY) KNOWN AS TRANSFORMING TEACHING AND LEARNING TOGETHER (4T). FORM 990, PART VI, SECTION B, LINE 11B BOOKKEEPER AND VP 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 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 GOOD AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INURMENT, 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 CONSULTANTS AND SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 294,379. MANAGEMENT AND GENERAL EXPENSES 45,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,679.