2023-05-12T10:21:47-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 042761636 FACING HISTORY AND OURSELVES INC FACI 6177351658 89 SOUTH STREET 401 BOSTON MA 02111 MARIEL GONZALES CHIEF FINANCIAL OFFICER 6177351658 2023-04-27 1 MARIEL GONZALES 999009999 BRENDA L BOOTH P01342395 6177610600 2023-04-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DESMOND BLACKBURN 89 SOUTH STREET 401 BOSTON MA 02111 33074062 0 X WWW.FACINGHISTORY.ORG X 1982 MA FACING HISTORY AND OURSELVES USES LESSONS OF HISTORY TO CHALLENGE TEACHERS AND THEIR STUDENTS TO STAND UP TO BIGOTRY AND HATE. 35 35 233 380 -77864 0 37292715 30109528 984901 1381008 3588482 1292944 21111 -5157 41887209 32778323 0 0 0 0 19017752 19911034 0 0 4464361 5840511 6756965 24858263 26667999 17028946 6110324 73328621 72284989 2908614 2157989 70420007 70127000 FACING HISTORY AND OURSELVES USES LESSONS OF HISTORY TO CHALLENGE TEACHERS AND THEIR STUDENTS TO STAND UP TO BIGOTRY AND HATE. 0 0 16731678 0 599725 FACING HISTORY AND OURSELVES TRAINS AND SUPPORTS SECONDARY SCHOOL TEACHERS TO PROMOTE STUDENT ENGAGEMENT, CRITICAL THINKING, AND SOCIAL AND EMOTIONAL LEARNING THROUGH A DEEPER UNDERSTANDING OF THE LESSONS OF HISTORY. THROUGH SEVEN OFFICES IN THE USA, PARTNER ENTITIES IN ENGLAND AND CANADA, AND PARTNERSHIPS GLOBALLY, FACING HISTORY HAS A NETWORK OF MORE THAN 300,000 EDUCATORS AND PROVIDES PROFESSIONAL DEVELOPMENT, RESOURCES, AND SUPPORT TO MORE THAN 55,000 EDUCATORS EACH YEAR THROUGH FACE-TO-FACE AND ONLINE SEMINARS, WORKSHOPS, AND INDIVIDUAL TRAINING. 271886 0 271886 FACING HISTORY AND OURSELVES PUBLISHES BOOKS, ONLINE RESOURCES, MULTIMEDIA, AND RELATED TEACHING MATERIALS FOR A BROAD VARIETY OF HISTORICAL, CIVICS, AND LITERARY CURRICULA. THESE MATERIALS COMBINE SOURCE DOCUMENTS, SCHOLARLY COMMENTARIES, AND TEACHING GUIDES FOR SOCIAL STUDIES AND LANGUAGE ARTS TEACHERS. EXAMPLES OF CONTENT AREAS COVERED INCLUDE THE HOLOCAUST, ARMENIAN GENOCIDE, RECONSTRUCTION IN THE POST-CIVIL WAR ERA, AND THE NOVEL TO KILL A MOCKINGBIRD. 509397 0 509397 FACING HISTORY AND OURSELVES EDUCATES AND INFORMS TEACHERS, STUDENTS, AND COMMUNITY MEMBERS THROUGH A VARIETY OF COMMUNICATIONS CHANNELS AND FORUMS. THROUGH SOCIAL MEDIA OUTLETS INCLUDING BLOGS, TWITTER, AND FACEBOOK, AND THROUGH PUBLIC CONVENINGS INCLUDING ITS COMMUNITY CONVERSATIONS SERIES, FACING HISTORY REACHES DIVERSE AUDIENCES AND ENCOURAGES THEM TO PARTICIPATE IN DIALOGUES ON TOPICS INCLUDING RACISM, BULLYING, AND CIVIC ENGAGEMENT. 17512961 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 96 0 1 233 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY IL OH TN X X X MARIEL GONZALES 6177351658 89 SOUTH STREET SUITE 401 BOSTON MA 02111 ABDULLAH T ANTEPLI DIRECTOR 1.00 X 0 0 0 PAUL H BERZ DIRECTOR 1.00 X 0 0 0 JEFFREY J BUSSGANG DIRECTOR 1.00 X 0 0 0 AMY K CARLSON DIRECTOR 1.00 X 0 0 0 CARETHA COLEMAN DIRECTOR 1.00 X 0 0 0 EDDA COLLINS COLEMAN DIRECTOR 1.00 X 0 0 0 REGGIE CRENSHAW DIRECTOR 1.00 X 0 0 0 CHERYL STRAUSS EINHORN DIRECTOR 1.00 X 0 0 0 DEBRA ENGEL DIRECTOR 1.00 X 0 0 0 MARK S FIFE DIRECTOR 1.00 X 0 0 0 LORI R FIFE DIRECTOR 1.00 X 0 0 0 CRISTINA S FOCKLER DIRECTOR 1.00 X 0 0 0 JILL GARLING DIRECTOR 1.00 X 0 0 0 JUDITH M GOLDMAN DIRECTOR 1.00 X 0 0 0 KAREN G HARRISON DIRECTOR 1.00 X 0 0 0 ANDREW S JANOWER DIRECTOR 1.00 X 0 0 0 JILL ELLEN KARP DIRECTOR 1.00 X 0 0 0 DANIEL KATZ DIRECTOR 1.00 X 0 0 0 EUNICE LEE DIRECTOR 1.00 X 0 0 0 JULIE ABRAMS LEFF DIRECTOR 1.00 X 0 0 0 EMILY LEVENTHAL DIRECTOR 1.00 X 0 0 0 LAWRENCE M LEVY DIRECTOR 1.00 X 0 0 0 MADELINE LEVY DIRECTOR 1.00 X 0 0 0 RICHARD I MELVOIN DIRECTOR 1.00 X 0 0 0 SAUL PANNELL DIRECTOR 1.00 X 0 0 0 RICHARD PERRY DIRECTOR 1.00 X 0 0 0 DEBORAH L PLUMMER DIRECTOR 1.00 X 0 0 0 FERNANDO M REIMERS DIRECTOR 1.00 X 0 0 0 SUSIE RICHARDSON DIRECTOR 1.00 X 0 0 0 MYKHANH SHELTON DIRECTOR 1.00 X 0 0 0 JUDY WISE DIRECTOR 1.00 X 0 0 0 DR CAROL JOHNSON-DEAN TRUSTEE 1.00 X 0 0 0 STACY SHARPE TRUSTEE 1.00 X 0 0 0 MARCUS L SMITH TRUSTEE 1.00 X 0 0 0 WENDY FISCHMAN TRUSTEE 1.00 X 0 0 0 ROGER BROOKS PRESIDENT/CEO 35.00 X 477512 0 45986 ANNE MARIE FITZGERALD VP, OPERATIONS/ADVANCEMENT 35.00 X 291778 0 41904 MARIEL C GONZALES TREASURER/CFO 35.00 X 252749 0 38550 STEVE BECTON CHIEF OFFICER, EQUITY & INCLUSION 35.00 X 254261 0 38636 ABBY WEISS SMITH FAMILY SR. VICE PRES. & CPO 35.00 X 253346 0 38552 LARA J JAMES CHIEF OFFICER, MARKETING & COMM. 35.00 X 248387 0 38511 CAMERON F LOGAN CHIEF OFFICER, TECHNOLOGY 35.00 X 232192 0 35491 PAMELA HAAS EXECUTIVE DIRECTOR, NEW YORK 35.00 X 203717 0 35449 DIMITRY ANSELME EXECUTIVE PROGRAM DIR., PROF. LEARNING 35.00 X 178562 0 33425 KAREN MURPHY DIRECTOR, INTERNATIONAL STRATEGY 35.00 X 177197 0 21056 JON CRAMER SENIOR DIRECTOR, HUMAN RESOURCES 35.00 X 182204 0 31245 MARTI TIPPENS-MURPHY EXECUTIVE DIRECTOR, REGIONAL OPERATIONS 35.00 X 179400 0 21459 MARC SKVIRKSY FMR. VP FOR SPECIAL INITIATIVES 35.00 X 117895 0 20563 3049200 0 440827 48 1 1 0 ECHO & CO 240 ELSM STREET SOMERVILLE MA 02144 DIGITAL PLATFORM AND WEB DESIGN 1117701 LAUREL STRATEGIES INC 44 OXFORD STREET CHEVY CHASE MD 20815 MARKETING AND FUNDRAISING DESIGN 481860 FOUR KITCHENS 9450 SW GEMINI DRIVE PMB 85198 BAVERTON OR 97008 DIGITAL PLATFORM & WEB DESIGN 437631 DELOITTE CONSULTING LLP PO BOX 844717 DALLAS TX 75284 CONSULTANT - STRATEGIC PLANNING 281000 LONG STORY SHORT MEDIA 2830 GEORGIA AVE NW WASHINGTON DC 20001 VIDEO PRODUCTION SERVICES 132494 8 933593 29175935 633005 30109528 FEES 611710 1381008 1381008 1381008 319865 -77864 397729 973079 0 973079 973079 973079 246084 933593 246084 0 44498 49655 -5157 -5157 32778323 1381008 -77864 1365651 3206072 2479341 434953 291778 12607644 8397799 1578052 2631793 765827 512296 101539 151992 2188655 1335079 393958 459618 1142836 737188 162462 243186 26834 26834 259302 259302 3817938 2430598 1046814 340526 295061 259397 35664 727251 246133 481118 414675 230332 95495 88848 79109 57316 3192 18601 188359 77742 8734 101883 17603 17031 295 277 179588 109548 32326 37714 SUPPLIES 372642 344086 15405 13151 TELEPHONE 201006 134674 34171 32161 AUDIO VISUAL & LIBRARY 75937 72231 630 3076 POSTAGE AND SHIPPING 43065 21081 15397 6587 58595 51089 7506 26667999 17512961 4690677 4464361 11569861 17606015 9724559 6975650 356807 279471 40352 34097 344445 354696 3242723 1202124 209255 2040599 6472434 5936597 44610166 39039459 742 18405 73328621 72284989 2806411 2143419 15200 5075 87003 9495 2908614 2157989 X 27109256 32885843 43310751 37241157 70420007 70127000 73328621 72284989 6110324 -6403331 0 X 0 1 X 1 0 X 30218120 26688960 23742592 37292715 30109528 148051915 30218120 26688960 23742592 37292715 30109528 148051915 36595296 111456619 184581 185304 187923 224626 319865 1102299 149154214 7839720 0.74730 0.76050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29617290 160000 -1853995 1133521 26789774 24339754 110000 6203070 1035534 29617290 20586845 5270000 -386418 1130673 24339754 20964469 34817 616198 1028639 20586845 20600335 20000 1358610 1014476 20964469 0.00370 0.99630 0.00000 0 0 566011 10372 555639 1214147 1191752 22395 1462565 1462565 2040599 MULTISTRATEGY INVESTMENT FUND 32712261 F LARGE CAP 3304940 F INTERNATIONAL SMALL CAP 3022258 F 39039459 DUE TO RELATED PARTIES 9495 9495 X 27072985 -6403331 402254 295739 -5705338 32778323 0 32778323 27365992 402254 295739 697993 26667999 0 26667999 PART V, LINE 4: FACING HISTORY'S PERMANENTLY RESTRICTED ENDOWMENT IS MANAGED SO AS TO PROVIDE CONSISTENT, RELIABLE SUPPORT FOR THE ORGANIZATION'S PROGRAMS AND OPERATING BUDGET. WHILE IT HAS ENJOYED MODEST INVESTMENT INCOME AND FUND GROWTH OVER THE YEARS, THE ENDOWMENT IS INVESTED CONSERVATIVELY SO AS TO PROTECT ITS PRINCIPAL AND PROVIDE HIGHLY RELIABLE INCOME TO THE ORGANIZATION'S OPERATING BUDGET. PART X, LINE 2: FACING HISTORY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. FACING HISTORY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY, AND ITS DETERMINATIONS OF WHICH INCOME IS RELATED AND UNRELATED, AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, FACING HISTORY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN ANY UNCERTAINTIES REQUIRING RECOGNITION. FACING HISTORY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FACING HISTORY'S FEDERAL AND STATE RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 49,655. EXPENSES FOR EVENTS 246,084. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 49,655. EXPENSES FOR EVENTS 246,084. EUROPE (INCLUDING ICELAND & GREENLAND) 0 14 PROGRAM SERVICES-FRANCE PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 85678 NORTH AMERICA 0 0 PROGRAM SERVICES - CANADA PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 13479 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES - SOUTH AFRICA PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 25000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 5 PROGRAM SERVICES-UK PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 173825 0 20 0 0 0 20 297982 0 297982 1 0 1 0 0 0 PART III ACCOUNTING METHOD: NY VIRTUAL BENEFIT 1179677 933593 246084 20375 40129 185580 1179677 933593 246084 20375 40129 185580 246084 0 X X X X 0 0 0 0 0 0 0 1 0 ROGER BROOKS PRESIDENT/CEO 440137 0 35000 0 2375 0 26071 0 19915 0 523498 0 0 0 ANNE MARIE FITZGERALD VP, OPERATIONS/ADVANCEMENT 290950 0 0 0 828 0 21989 0 19915 0 333682 0 0 0 STEVE BECTON CHIEF OFFICER, EQUITY & INCLUSION 252677 0 0 0 1584 0 18721 0 19915 0 292897 0 0 0 ABBY WEISS SMITH FAMILY SR. VICE PRES. & CPO 251798 0 0 0 1548 0 18722 0 19830 0 291898 0 0 0 MARIEL C GONZALES TREASURER/CFO 251921 0 0 0 828 0 18635 0 19915 0 291299 0 0 0 LARA J JAMES CHIEF OFFICER, MARKETING & COMM. 246839 0 0 0 1548 0 18596 0 19915 0 286898 0 0 0 CAMERON F LOGAN CHIEF OFFICER, TECHNOLOGY 224631 0 0 0 7561 0 17909 0 17582 0 267683 0 0 0 PAMELA HAAS EXECUTIVE DIRECTOR, NEW YORK 202889 0 0 0 828 0 15580 0 19869 0 239166 0 0 0 JON CRAMER SENIOR DIRECTOR, HUMAN RESOURCES 181472 0 0 0 732 0 11462 0 19783 0 213449 0 0 0 DIMITRY ANSELME EXECUTIVE PROGRAM DIR., PROF. LEARNI 177734 0 0 0 828 0 13598 0 19827 0 211987 0 0 0 MARTI TIPPENS-MURPHY EXECUTIVE DIRECTOR, REGIONAL OPERATI 177852 0 0 0 1548 0 13446 0 8013 0 200859 0 0 0 KAREN MURPHY DIRECTOR, INTERNATIONAL STRATEGY 175649 0 0 0 1548 0 13051 0 8005 0 198253 0 0 0 MARC SKVIRKSY FMR. VP FOR SPECIAL INITIATIVES 104673 0 0 0 13222 0 10663 0 9900 0 138458 0 0 0 PART I, LINE 7 SEE SCHEDULE J, PART II, COLUMN (B)(III) FOR DISCRETIONARY BONUSES PAID IN CALENDAR 2021. X 15 633005 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) OF SCHEDULE M REPRESENTS THE NUMBER OF CONTRIBUTIONS OF EACH ITEM. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS LORI R. FIFE AND MARK S. FIFE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE DRAFT VERSION OF FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS VIA EMAIL. THE FORM 990 WILL BE FILED UPON APPROVAL BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND SENIOR LEVEL EMPLOYEES ARE REQUIRED TO FAMILIARIZE THEMSELVES WITH THE CONFLICTS OF INTEREST POLICY AND TO ENSURE COMPLIANCE OF RELATED PARTIES WITH IT. IN ADDITION TO THE DISCLOSURES REQUIRED BY THIS POLICY, EACH ARE ANNUALLY PROVIDED WITH A STATEMENT TO COMPLETE AND RETURN INDICATING THAT THEY HAVE READ, UNDERSTAND AND ARE IN COMPLIANCE WITH THIS POLICY. THE CEO IN CONJUNCTION WITH THE CFO AND COO MANAGES THIS PROCESS. IF ANY DIRECTOR HAS A CONFLICT, AT A MINIMUM, THE DIRECTOR WITH THE CONFLICT WILL RECUSE THEMSELVES FROM THE MEETING AND/OR VOTE. OFFICERS AND SENIOR LEVEL EMPLOYEES WHO KNOWINGLY OR UNKNOWINGLY VIOLATE THE POLICY WILL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING POSSIBLE DISMISSAL. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION PACKAGE REVIEWED BY OUTSIDE CONSULTING FIRM TO ESTABLISH COMPARABILITY DATA AND RECOMMENDATION OF A COMPENSATION PACKAGE TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER KEY EMPLOYEE'S ARE REVIEWED BY THE HUMAN RESOURCE DEPARTMENT. EXTERNAL BENCHMARKING RESOURCES ARE REFERENCED SUCH AS THE MOST RECENT GUIDESTAR NONPROFIT COMPENSATION REPORT. FINAL RECOMMENDATIONS ARE MADE TO THE EXECUTIVE DIRECTOR/PRESIDENT WITH A FINAL REVIEW BY THE BOARD OF DIRECTORS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON OUR WEBSITE AS WELL AS THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON OUR WEBSITE AS WELL AS THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. WE DO NOT MAKE OUR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FRIENDS OF FACING HISTORY AND OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 042754319 SUPPORT FOR FACING HISTORY AND OURSELVES MA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0