ACADEMY FOR THE LOVE OF LEARNING INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY FOR THE LOVE OF LEARNING INC (EIN 86-0945282)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202341309349302039
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T12:27:54-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850219147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULAKOS CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5921 JEFFERSON ST NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860945282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY FOR THE LOVE OF | BusinessNameLine1Txt |
| Business Name Line2 | LEARNING INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 5059951860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON STERN | PersonNm |
| Person Title | PRES./EXECUTIVE DIR. | PersonTitleTxt |
| Phone | 5059951860 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AARON | PersonFirstNm |
| Person Last | STERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A DEPASQUALE CPA | PreparerPersonNm |
| PTIN | P00446108 | PTIN |
| Phone | 5053381500 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON STERN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,913,267 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALOVEOFLEARNING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,182,155 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,734,102 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,019 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,593 | PYInvestmentIncomeAmt |
| CY Investment Income | $108,921 | CYInvestmentIncomeAmt |
| PY Other Revenue | $280 | PYOtherRevenueAmt |
| CY Other Revenue | $225 | CYOtherRevenueAmt |
| PY Total Revenue | $2,334,127 | PYTotalRevenueAmt |
| CY Total Revenue | $7,913,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,571 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,429 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $796,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $788,314 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $83,243 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,629,526 | PYOtherExpensesAmt |
| CY Other Expenses | $1,666,248 | CYOtherExpensesAmt |
| PY Total Expenses | $2,520,616 | PYTotalExpensesAmt |
| CY Total Expenses | $2,492,991 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$186,489 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,420,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,846,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,088,150 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $114,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,758 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,731,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,979,392 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,117,816 | ExpenseAmt |
| Grant | $38,429 | GrantAmt |
| Desc | COMMUNITY PROGRAMS: THE ACADEMY CONTINUED IMPLEMENTING ITS LEARNING EXCHANGE (LE) METHODOLOGY. THE FIRST LOVE OF LEARNING FELLOWSHIP COMPLETED ITS WORK WITH CULTURE LEADERS IN NM TO SUPPORT COMMUNITY PROJECTS AND STUDY THE ACADEMY'S PEDAGOGIES THROUGH THEM, CREATING A FOUNDATION FOR EXPANDING THE ACADEMY'S WORK INTO NEW COMMUNITIES. OTHER LE'S INCLUDED THE INQUIRY PROJECT WITH A PUBLIC SCHOOL IN DC AND SEED SYLLABLES. DESIGN CONTINUED FOR A YOUTH SUMMIT, THE WELL OF BEING, ANIMATED LEARNING MODULES FOR IGTV (LEADING TO NEW ONLINE COURSEWORK OFFERINGS), AND THE LEARNING EXCHANGE MATRIX (LEM), AN ONLINE FORUM FOR STORING, ORGANIZING, AND STUDYING THE LEARNINGS FROM THE ACADEMY'S PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $429,716 | ExpenseAmt |
| Desc | RESEARCH: THE ACADEMY'S RESEARCH CONTINUED WITH INTERNAL APPLICATION OF ITS LEARNING MODEL, INCLUDING IN FACULTY DEVELOPMENT AND STAFF DEEP DIVES. ACADEMY FOUNDER AARON STERN LED A TRANSMISSION PROJECT, FOCUSED ON CONVEYING IMPORTANT ELEMENTS OF ACADEMY PEDAGOGY TO SELECT FACULTY AND STAFF. THE ACADEMY'S ONGOING COLLABORATION WITH THE CENTER FOR HEALTHY MINDS AT THE UNIVERSITY OF WISCONSIN SAW PUBLICATION OF AN ACADEMIC PAPER ON LEARNING AS A PRACTICE, CALLED THE POETRY OF LEARNING. FINALLY, THE ACADEMY CONTINUED WORK WITH A CONSULTANT TO INFORM AND SHAPE THE ACADEMY'S ONGOING TRANSFORMATION WITH A COMMUNICATIONS-BASED STRATEGY FOR DISSEMINATING ITS EDUCATIONAL PROGRAMS AND LEARNINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,350 | ExpenseAmt |
| Revenue | $19 | RevenueAmt |
| Desc | SETON: THE SETON LEGACY PROJECT CONTINUED TO STEWARD THE ACADEMY'S COLLECTION OF SETON ARTWORK AND THE LEGACY OF HIS LIFE'S WORK. THE PROJECT CONTINUED TO ENGAGE DEEPLY IN SOCIAL JUSTICE ISSUES RELATED TO THAT LEGACY. THIS INCLUDED AN ONGOING SERIES OF LEARNING EXCHANGE CONVERSATIONS BETWEEN NATIVE AMERICAN LEADERS IN NEW MEXICO AND ACADEMY STAFF, BOTH TO BRIDGE TO THOSE COMMUNITIES AND TO INFORM THE ACADEMY HOW BEST TO STEWARD THE SETON LEGACY INTO THE FUTURE IN WAYS THAT ARE SENSITIVE TO THESE ISSUES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,551 | ExpenseAmt |
| Revenue | $70,000 | RevenueAmt |
| Desc | TRANINGS: THE ACADEMY WORKED WITH ANOTHER NONPROFIT ENTITY TO ENHANCE THEIR LEARNING PROGRAMS WITH LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, INCLUDING PROTOTYPING NEW ONLINE COURSEWORK OFFERINGS. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED THE PROGRAM'S FUTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,551 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $70,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,674,433 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON STERN | PersonNm |
| Phone | 5059951860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87508 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARY ELLEN PETRISKO | ||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | ||
| VIVI ROGERS | ||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E BRANNEN JR SEC FINANCE | ||||||
| MNGR, & GEN. | $189,240 | $0 | $0 | 22.00 | Yes (X) | |
| DAVID GORDON | ||||||
| VP & TREASUR | Yes (X) | $101,846 | $0 | $5,092 | 36.00 | Yes (X) |
| AARON STERN | ||||||
| PRES./EXECUT | Yes (X) | $156,367 | $0 | $7,818 | 40.00 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $447,453 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,910 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL E BRANNEN JR | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CALIENTE ROAD STE 5 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL /CONSULT. | ServicesDesc |
| Compensation | $189,240 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,734,102 | AllOtherContributionsAmt |
| Total Contributions | $7,734,102 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRAININGS | 611430 | $65,000 | $65,000 |
| COMMUNITY PROGRAMS | 611600 | $5,000 | $5,000 |
| SETON | 611600 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,019 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,921 | TotalRevenueColumnAmt |
| Exclusion | $108,921 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225 | TotalRevenueColumnAmt |
| Exclusion | $225 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,913,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,019 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $109,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,429 | TotalAmt |
| Program Services | $38,429 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,363 | TotalAmt |
| Program Services | $273,257 | ProgramServicesAmt |
| Management And General | $161,225 | ManagementAndGeneralAmt |
| Fundraising | $25,881 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,132 | TotalAmt |
| Program Services | $188,098 | ProgramServicesAmt |
| Management And General | $37,011 | ManagementAndGeneralAmt |
| Fundraising | $2,023 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,992 | TotalAmt |
| Program Services | $15,951 | ProgramServicesAmt |
| Management And General | $5,441 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,539 | TotalAmt |
| Program Services | $17,569 | ProgramServicesAmt |
| Management And General | $7,919 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,288 | TotalAmt |
| Program Services | $34,879 | ProgramServicesAmt |
| Management And General | $15,323 | ManagementAndGeneralAmt |
| Fundraising | $2,086 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,049 | TotalAmt |
| Program Services | $7,396 | ProgramServicesAmt |
| Management And General | $5,216 | ManagementAndGeneralAmt |
| Fundraising | $437 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,090 | TotalAmt |
| Program Services | $13,087 | ProgramServicesAmt |
| Management And General | $9,230 | ManagementAndGeneralAmt |
| Fundraising | $773 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,788 | TotalAmt |
| Program Services | $262,440 | ProgramServicesAmt |
| Management And General | $128,184 | ManagementAndGeneralAmt |
| Fundraising | $9,164 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,712 | TotalAmt |
| Program Services | $13,889 | ProgramServicesAmt |
| Management And General | $29,823 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,969 | TotalAmt |
| Program Services | $8,274 | ProgramServicesAmt |
| Management And General | $12,222 | ManagementAndGeneralAmt |
| Fundraising | $473 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,044 | TotalAmt |
| Program Services | $44,926 | ProgramServicesAmt |
| Management And General | $22,174 | ManagementAndGeneralAmt |
| Fundraising | $5,944 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,146 | TotalAmt |
| Program Services | $2,197 | ProgramServicesAmt |
| Management And General | $1,949 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,770 | TotalAmt |
| Program Services | $318,317 | ProgramServicesAmt |
| Management And General | $126,796 | ManagementAndGeneralAmt |
| Fundraising | $17,657 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,236 | TotalAmt |
| Program Services | $96,909 | ProgramServicesAmt |
| Management And General | $42,534 | ManagementAndGeneralAmt |
| Fundraising | $5,793 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMMATIC | $177,321 | $177,321 | ||
| REPAIRS & MAINTENANCE | $167,675 | $107,385 | $53,876 | $6,414 |
| UTILITIES | $53,757 | $35,936 | $15,745 | $2,076 |
| NEW MEXICO GRT | $49,654 | $13,746 | $35,908 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,037 | TotalAmt |
| Program Services | $4,427 | ProgramServicesAmt |
| Management And General | $24,739 | ManagementAndGeneralAmt |
| Fundraising | $2,871 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492,991 | TotalAmt |
| Program Services | $1,674,433 | ProgramServicesAmt |
| Management And General | $735,315 | ManagementAndGeneralAmt |
| Fundraising | $83,243 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,613 | BOYAmt |
| EOY | $1,003,215 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126,632 | BOYAmt |
| EOY | $1,888,875 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,712,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,735,486 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,440,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,728,274 | BOYAmt |
| EOY | $13,294,941 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,161,211 | BOYAmt |
| EOY | $6,184,072 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,363 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,846,093 | BOYAmt |
| EOY | $28,088,150 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,165 | BOYAmt |
| EOY | $108,758 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,165 | BOYAmt |
| EOY | $108,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,660,163 | BOYAmt |
| EOY | $22,175,580 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,765 | BOYAmt |
| EOY | $5,803,812 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,731,928 | BOYAmt |
| EOY | $27,979,392 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,846,093 | BOYAmt |
| EOY | $28,088,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,420,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$172,812 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $263,888 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,765 | BeginningYearBalanceAmt |
| Contributions | $5,732,047 | ContributionsAmt |
| End Year Balance | $5,803,812 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $71,765 | ContributionsAmt |
| End Year Balance | $71,765 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,249 | BeginningYearBalanceAmt |
| Other Expenditures | $28,249 | OtherExpendituresAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,948 | BeginningYearBalanceAmt |
| Other Expenditures | $37,699 | OtherExpendituresAmt |
| End Year Balance | $28,249 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,128 | BeginningYearBalanceAmt |
| Other Expenditures | $73,180 | OtherExpendituresAmt |
| End Year Balance | $65,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $680,000 | OtherCostOrOtherBasisAmt |
| Book Value | $680,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,097,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,228,398 | DepreciationAmt |
| Book Value | $11,869,411 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $394,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,588 | DepreciationAmt |
| Book Value | $334,229 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,298,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,151,559 | DepreciationAmt |
| Book Value | $147,413 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $263,888 | OtherCostOrOtherBasisAmt |
| Book Value | $263,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,294,941 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CDS. -CHARLES SCHWAB | $6,063,071 | F |
| RSF INVESTMENT FUND | $121,001 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,184,072 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,740,455 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$172,812 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$172,812 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,913,267 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,913,267 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,492,991 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,492,991 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,492,991 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE ACADEMY MAINTAINS A COLLECTION OF ART AND ARTIFACTS MADE BY ERNEST THOMPSON SETON AND OTHERS. THE COLLECTION FURTHERS THE ACADEMY'S EXEMPT PURPOSE BY PROVIDING MATERIAL FOR USE IN THE ACADEMY'S PROGRAMS, WORKSHOPS, CONFERENCES, COLLABORATIONS, AND PUBLICATIONS REGARDING LEARNING AND EDUCATION. |
| SCHEDULE D, PAGE 3, PART X | THE ACADEMY HAS RECEIVED TAX-EXEMPT STATUS UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACADEMY HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE ACADEMY IS NOT CURRENTLY UNDER AUDIT NOR, HAS THE ACADEMY BEEN CONTACTED BY ANY TAX JURISDICTIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ACADEMY ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN INCOME TAXES HAS BEEN RECORDED FOR THE YEARS ENDED 2022 AND 2021, RESPECTIVELY. NO INTEREST OR PENALTIES WERE RECORDED IN 2022 OR 2021, RESPECTIVELY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLICATION IN LOCAL NEWSPAPER. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | 850303044 | 501C3 | $15,000 | FELLOWSHIP |
| WORKING CLASSROOM INC | |||||||
| 423 ATLANTIC AVE SW | ALBUQUERQUE | NM | 87102 | 850280287 | 501C3 | $5,500 | FELLOWSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | THE ACADEMY IS A 501(C)(3) ORGANIZATION AND SCHOOL WITH A TAX-EXEMPT MISSION IN THE FIELDS OF LEARNING AND EDUCATION. THE ACADEMY TYPICALLY RESTRICTS GRANTS TO OTHER ENTITIES, USUALLY 501(C)(3)S, THAT WORK IN RELATED FIELDS OF LEARNING AND EDUCATION. WHEN MAKING A GRANT, THE ACADEMY USES A GRANT LETTER OR OTHER DOCUMENTATION THAT MAKES THE TERMS OF THE GRANT CLEAR, INCLUDING ANY RESTRICTED USES. AS GRANTMAKING IS NOT THE ACADEMY'S PRIMARY ACTIVITY, AND AS ITS GRANTS TEND TO BE FOR MODEST AMOUNTS, THE ACADEMY NORMALLY DOES NOT REQUIRE REPORTING BEYOND DOCUMENTING THE ACCEPTED TERMS. |
| SCHEDULE I, PAGE 4, PART IV | IN 2021, THE ACADEMY BEGAN PROTOTYPING A NEW WORK FORM CALLED LEARNING EXCHANGES. ONE SUCH PROJECT WAS CALLED A LOVE OF LEARNING FELLOWSHIP. THE FELLOWSHIP INCLUDED THREE ACADEMY EMPLOYEES PLUS FIVE OTHER CULTURE LEADERS IN NEW MEXICO REPRESENTING NEW COMMUNITIES WHERE THE ACADEMY WANTS TO ENGAGE ITS EDUCATIONAL PROGRAMMING. THE FELLOWSHIP BEGAN BY GIVING THE FELLOWS A DEEP IMMERSION IN, AND TIME AND SPACE TO REFLECT ON, THE ACADEMY'S PEDAGOGIES. THE ACADEMY THEN INVITED THE FELLOWS TO IDENTIFY PROJECTS IN THEIR RESPECTIVE COMMUNITIES WHERE THE ACADEMY COULD FUND PROJECTS IN WHICH THE FELLOWS COULD EMPLOY THEIR TRANSLATION OF THE ACADEMY'S LEARNING PEDAGOGIES. IT WAS DESIGNED TO ALLOW THE ACADEMY TO TRACK HOW ITS PEDAGOGIES WORK IN THOSE COMMUNITIES, CREATING A FOUNDATION FOR EXPANDING THE ACADEMY'S WORK THERE. IN 2022, ALL GRANTS REPORTED IN SCHEDULE I WERE A RESULT OF THE FELLOWSHIP. THE COMMUNITY PROJECTS SUPPORTED BY THE FELLOWSHIP ARE NOT ACADEMY PROJECTS. THE ACADEMY FUNDED THEM TO FACILITATE ITS STUDY OF ITS OWN LEARNING PEDAGOGIES THROUGH THE LENS OF THE COMMUNITIES REPRESENTED IN THE FELLOWSHIP. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt |
|---|---|---|---|---|
| DANIEL E BRANNEN JR SEC FINANCE | ||||
| MNGR, & GEN. COUNSEL | $189,240 | $189,240 | ||
| AARON STERN | ||||
| PRES./EXECUTIVE DIR. | $155,860 | $164,185 | $507 | $7,818 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GORDON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | VP & TREASURER | RelationshipDescriptionTxt |
| Transaction | $7,309 | TransactionAmt |
| Transaction | LEASE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION LEASED AN APARTMENT FROM THE INTERESTED PERSON IN MANHATTAN, NEW YORK. THE ORGANIZATION USED THE APARTMENT AS OFFICE SPACE, GIVING THE ORGANIZATION A BASE FOR OPERATIONS IN THE NEW YORK REGION. THE RENTAL PRICE FOR THE ORGANIZATION WAS BELOW THE FAIR MARKET VALUE OF SIMILAR APARTMENTS IN NEW YORK. THE BOARD OF TRUSTEES APPROVED THE LEASE WITH THE INTERESTED PERSON ABSENT FROM THE DISCUSSION AND ABSTAINING FROM THE VOTE. THE LEASE ENDED IN 2022. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | TRANINGS: THE ACADEMY WORKED WITH ANOTHER NONPROFIT ENTITY TO ENHANCE THEIR LEARNING PROGRAMS WITH LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, INCLUDING PROTOTYPING NEW ONLINE COURSEWORK OFFERINGS. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED THE PROGRAM'S FUTURE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ACADEMY'S INDEPENDENT CPA FIRM PREPARES A DRAFT OF THE 990. THE DRAFT IS REVIEWED BY THE ACADEMY'S EXECUTIVE DIRECTOR AND FINANCE MANAGER, THE ACADEMY'S OUTSIDE ATTORNEY, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BEFORE IT IS FINISHED FOR FILING WITH THE IRS. ALL TRUSTEES RECEIVE A COPY BEFORE THE FORM 990 IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO READ THE CONFLICT POLICY AND TO SUBMIT A CONFLICT OF INTEREST INFORMATION FORM THAT THE FINANCE MANAGER REVIEWS AND MAINTAINS WITH THE PRESIDENT/EXECUTIVE DIRECTOR. AT THE START OF BOARD MEETINGS, TRUSTEES ARE REMINDED OF THEIR DUTY TO BE AWARE OF AND TO DISCLOSE POTENTIAL CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | FOR THE PRESIDENT/EXECUTIVE DIRECTOR AND FOR ALL OTHER PAID OFFICERS AND EMPLOYEES WHO ALSO SERVE ON THE BOARD OF TRUSTEES, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FOR EACH EMPLOYEE WHO IS ALSO A TRUSTEE OR AN OFFICER, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE DISCRETION OF THE BOARD OR MANAGEMENT OR AS OTHERWISE REQUIRED BY LAW. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES 155,166 109,434 9,164 CONSULTANTS 107,274 18,750 0 TOTAL 262,440 128,184 9,164 |
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