2023-05-12T19:28:20-05:00 2022-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2021-07-01 900915846 CIVIC NEWS COMPANY CIVI 9173889035 450 SEVENTH AVENUE 32ND FLOOR NEW YORK NY 10123 KENDRA IRVING SECRETARY/CFO 9173889035 2023-05-12 1 KENDRA IRVING XXX-XX-XXXX EVA MRUK P00543254 2122862600 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ELIZABETH GREEN 450 SEVENTH AVENUE 32ND FLOOR NEW YORK NY 10123 12805652 0 X CIVICNEWS.ORG X 2012 DE TO PROVIDE DEEP LOCAL COVERAGE OF IMPORTANT ISSUES IN MULTIPLE LOCATIONS SO AS TO INFORM THE DECISIONS AND ACTIONS THAT LEAD TO BETTER OUTCOMES FOR THOSE AFFECTED BY THOSE ISSUES. 8 7 96 8 287515 21265 10356192 12484474 0 0 5551 1488 208084 309265 10569827 12795227 0 0 0 0 7364040 9685773 0 16725 1216284 1765267 2196287 9129307 11898785 1440520 896442 7430342 8487702 329631 490549 7100711 7997153 X TO INFORM THE DECISIONS AND ACTIONS THAT LEAD TO BETTER OUTCOMES FOR CHILDREN AND FAMILIES BY PROVIDING DEEP, LOCAL COVERAGE OF EDUCATION POLICY AND PRACTICE. THE ORGANIZATION PROVIDES DEEP LOCAL COVERAGE OF IMPORTANT ISSUES IN MULTIPLE LOCATIONS SO AS TO INFORM THE DECISIONS AND ACTIONS THAT LEAD TO BETTER OUTCOMES FOR THOSE AFFECTED BY THOSE ISSUES. 0 0 7880519 0 0 CHALKBEAT/EDUCATION REPORTING:THROUGH UNBIASED REPORTING, OUR REPORTERS HELP THE PUBLIC EXAMINE HOW SCHOOLS ARE TRULY OPERATING, SCRUTINIZE KEY POLICY AND LEGISLATIVE DEVELOPMENTS THAT WOULD OTHERWISE HAPPEN BEHIND CLOSED DOORS, AND GAIN ACCESS TO IMPORTANT DATA AND CONTEXT THAT WOULD NOT OTHERWISE BE MADE TRANSPARENT. BY BUILDING OUR LOCAL COMMUNITIES' UNDERSTANDING OF THE COMPLEX DEVELOPMENTS, INNOVATIONS, AND CHALLENGES THAT AFFECT STUDENT OUTCOMES, WE CAN IMPROVE THEIR ABILITY TO SERVE STUDENTS BETTER - WHETHER THROUGH THEIR WORK AS PRACTITIONERS, POLICYMAKERS, AND LAWMAKERS, OR THROUGH THEIR DEMOCRATIC PARTICIPATION AS PARENTS, STUDENTS, AND VOTERS. THE FOLLOWING IS A DESCRIPTION OF THE SPECIFIC ACTIVITIES THAT THE ORGANIZATION UNDERTAKES IN ITS EDUCATION/REPORTING PROGRAM: 1. REPORTING, WRITING, EDITING, AND PUBLISHING ORIGINAL NEWS CONTENT RELATED TO EDUCATION, WITH A FOCUS ON THE COMMUNITIES WHERE THE ORGANIZATION HAS BUREAUS: THE VAST MAJORITY OF ORIGINAL NEWS CONTENT IS PRODUCED BY FULL-TIME EMPLOYEES OF THE ORGANIZATION. THE ACTIVITY IS CONDUCTED ON A DAILY BASIS IN OUR BUREAUS IN NEW YORK, COLORADO, INDIANA, TENNESSEE, DETROIT, CHICAGO, NEWARK AND PHILADELPHIA. ADDITIONALLY, THE ORGANIZATION DOES NATIONAL EDUCATION COVERAGE, WHICH KNITS TOGETHER REPORTING FROM LOCAL BUREAUS AND SITUATES IT WITHIN THE BROADER NATIONAL CONTEXT. THE MAJORITY OF THE ORGANIZATION'S EDITORIAL STAFF TIME IS DEDICATED TO THIS ACTIVITY. 2. REACHING AND ENGAGING A BROAD AUDIENCE THROUGH STRATEGIC DISTRIBUTION OF CONTENT AND COMMUNITY OUTREACH: THE ORGANIZATION'S EDITORIAL STAFF OVERSEES THE DISTRIBUTION OF CONTENT TO DECISION-MAKERS AND THE GENERAL PUBLIC AT NO COST. THROUGH SOCIAL MEDIA, WEB PUBLICATIONS, EMAIL NEWSLETTERS, DISTRIBUTION PARTNERSHIPS, AND PUBLIC APPEARANCES, THE ORGANIZATION ENSURES THAT ITS CONTENT REACHES AS DEEP AND BROAD AN AUDIENCE AS POSSIBLE. THE ORGANIZATION ALSO HOSTS AND PARTICIPATES IN EVENTS TO CREATE OPPORTUNITIES FOR READERS TO DIRECTLY INTERACT WITH OUR CONTENT, OUR EDITORIAL STAFF, AND ONE ANOTHER. TO FURTHER EXPAND AND DEEPEN THE CONVERSATION ABOUT EDUCATION, THE ORGANIZATION'S WEBSITE INCLUDES A "FIRST PERSON" SECTION, FEATURING OP-ED PIECES AND COMMENTARIES FROM A DIVERSE ASSORTMENT OF INDIVIDUALS REPRESENTING A VARIETY OF OPINIONS. THESE ACTIVITIES FURTHER THE ORGANIZATION'S EXEMPT PURPOSES BY EDUCATING A BROAD CROSS-SECTION OF THE PUBLIC ON PRESSING ISSUES IN PUBLIC EDUCATION. 3. DEVELOPMENT, MAINTENANCE, UPDATING AND UPGRADING OF THE ORGANIZATION'S NEWS WEBSITE (INCLUDING RELATED PRODUCTS LIKE MOBILE PLATFORMS AND DATABASES), WHICH IS AN INTEGRAL PART OF THE ORGANIZATION'S CONTENT DELIVERY: TO ENSURE THAT THE ORGANIZATION'S WEBSITE IS USER-FRIENDLY, EMPLOYS THE LATEST INNOVATIONS IN CONTENT DELIVERY AND IMPACT MEASUREMENT, AND ATTRACTS AND RETAINS READERS, OUR STAFF WORK CONSTANTLY ON MAINTENANCE AND UPGRADES. KEEPING THE WEBSITE RUNNING SMOOTHLY ENSURES THAT CONTENT IS READILY AVAILABLE TO USERS ON A VARIETY OF PLATFORMS (MOBILE PHONES, TABLETS, PCS) AND IS PRESENTED COMPELLINGLY. 590398 0 0 VOTEBEAT/REPORTING ON ELECTION INTEGRITY:IN FISCAL YEAR 2022, THE VOTEBEAT PROGRAM PROVIDED INDEPENDENT NONPARTISAN COVERAGE OF ELECTION INTEGRITY IN ARIZONA, MICHIGAN, PENNSYLVANIA, AND TEXAS.VOTEBEAT'S REPORTING INFORMS DEBATES AT STATE AND FEDERAL LEGISLATIVE LEVELS, AND HAS GENERATED DISCUSSION AMONG COUNTRY OFFICIALS ABOUT ELECTION ADMINISTRATION AND VOTING IN FOUR STATEWIDE BUREAUS. VOTERS ALSO RELY ON VOTEBEAT'S JOURNALISM TO FACT-CHECK FALSE CLAIMS OF VOTE FRAUD AND ELECTION ADMINISTRATION. 8470917 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 96 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA SC TN UT VA WV WI X X X KENDRA IRVING 9173889035 450 SEVENTH AVENUE 32ND FLOOR NEW YORK NY 10123 X ELIZABETH GREEN CO-FOUNDER AND CEO 50.00 X X 286762 0 42304 SUE LEHMANN CHAIRPERSON 2.50 X X 0 0 0 GIDEON STEIN TREASURER 2.00 X X 0 0 0 JILL BARKIN DIRECTOR 1.00 X 0 0 0 SHANI HILTON DIRECTOR 1.00 X 0 0 0 KANG-XING JIN DIRECTOR 2.00 X 0 0 0 KAREN WISHART DIRECTOR 1.00 X 0 0 0 ROBERTO YANEZ DIRECTOR 1.00 X 0 0 0 KENDRA IRVING SECRETARY CHIEF FINANCIAL OFFICER 50.00 X 209678 0 24546 JENNIFER BRAMBLE CHIEF PEOPLE OFFICER 50.00 X 176261 0 7155 ALISON GO CHIEF STRATEGY OFFICER 50.00 X 170813 0 16836 AMY ROSENBLUM CHIEF REVENUE OFFICER 50.00 X 16719 0 3262 NICOLE AVERY NICHOLS EDITOR-IN-CHIEF 40.00 X 151178 0 30043 MARY CIPOLLA PUBLISHER THRU APR 2022 50.00 X 200334 0 21513 MARIA ARCHANGELO VP, PARTNERSHIPS THRU AUG 2021 40.00 X 148347 0 14254 SCOTT ELLIOTT DEPUTY REVENUE OFFICER 50.00 X 132126 0 7409 CAROLYN MELAGO MANAGING EDITOR, LOCAL NEWS 50.00 X 126790 0 14457 HAROLD WHACK SR DIRECTOR, DEVELOPMENT 40.00 X 148170 0 11867 1767178 0 193646 19 1 1 0 BARKER & SCOTT CONSULTING LLC 2202 18TH STREET NORTHWEST WASHINGTON DC 20009 PROFESSIONAL COACHING 244579 TRINET PARK PLACE SUITE 600 DUBLIN CA 94568 PEO SERVICES 114641 2 12484474 30122 12484474 1184 1184 20248 20248 10729 10425 304 304 304 ADVERTISING 541800 151060 151060 JOBS BOARD 511190 136455 136455 OTHER INCOME 900099 1502 1502 289017 12795227 0 287515 23238 1343184 763230 292029 287925 6650075 5180896 832410 636769 191883 157201 21971 12711 884245 693715 121187 69343 616386 488909 59503 67974 64730 23500 35095 6135 24309 8825 13180 2304 16725 16725 669900 299020 320731 50149 38780 30241 208 8331 186493 123320 47352 15821 610951 479874 116710 14367 340149 108500 231649 57450 32308 8746 16396 63308 12037 46644 4627 30120 30120 UBI TAX 4600 4600 RECRUITING 42906 15577 23262 4067 TRAINING & DEVELOPMENT 35895 31890 3007 998 COMMUNITY EVENTS 13724 13724 12972 8150 3180 1642 11898785 8470917 2211584 1216284 1026631 841497 3860792 3175976 2254039 3948333 128095 184869 141328 234761 19457 102266 7430342 8487702 243712 326969 85919 163580 329631 490549 X 1235239 -717430 5865472 8714583 7100711 7997153 7430342 8487702 896442 0 X X 0 1 X 1 0 X 6553789 6767283 7314781 10356192 12484474 43476519 6553789 6767283 7314781 10356192 12484474 43476519 5198544 38277975 10 1165 13218 32775 21432 68600 3924 21265 25189 4167 5558 5241 4695 1502 21163 43591471 29295 0.87810 0.87650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 570. 2019 AMOUNT: $ 82. 2020 AMOUNT: $ 1,297. 2021 AMOUNT: $ 1,502. CREDIT CARD REWARDS - 2017 AMOUNT: $ 4,167. 2018 AMOUNT: $ 4,988. 2019 AMOUNT: $ 5,159. 2020 AMOUNT: $ 298. HONORARIA FEES - 2020 AMOUNT: $ 3,100. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 12944488 149565 149565 12794923 304 304 12795227 12048046 149565 149565 11898481 304 304 11898785 PART X, LINE 2: CHALKBEAT RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT CHALKBEAT HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. TAX YEARS SINCE 2019 REMAIN OPEN TO EXAMINATION. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF SECURITIES REPORTED IN PART VIII, LINE 7C 304. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF SECURITIES REPORTED IN PART VIII, LINE 7C 304. X X X X X X X 1 HIGH VIEW PHILANTHROPY LLC 274 SOUTH GROVE PARK ROAD MEMPHIS TN 38117 STRATEGIC FUNDRAISING CONSULTING SERVICES 0 431000 16725 414275 431000 16725 414275 AL AR CA CO FL GA HI IL KS KY MD MA MI MN MS NH NJ NY NC ND OH OR PA RI SC TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEEMENT WITH HIGH VIEW PHILANTHROPY, LLC. PROVIDES FOR THE PAYMENT OF FUNDRAISING SERVICES AT AN HOURLY RATE UP TO A MONTHLY MAXIMUM, AND ALSO PROVIDES FOR THE REIMBURSEMENT OF REASONABLE EXPENSES TIED TO THE SERVICES PROVIDED WITH APPROVAL BY THE ORGANIZATION AS NEEDED. X X X X 1 0 0 0 0 0 0 1 0 ELIZABETH GREEN CO-FOUNDER AND CEO 266762 0 20000 0 0 0 7975 0 34329 0 329066 0 0 0 KENDRA IRVING SECRETARY CHIEF FINANCIAL OFFICER 209678 0 0 0 0 0 8589 0 15957 0 234224 0 0 0 MARY CIPOLLA PUBLISHER THRU APR 2022 200334 0 0 0 0 0 8138 0 13375 0 221847 0 0 0 ALISON GO CHIEF STRATEGY OFFICER 170813 0 0 0 0 0 5241 0 11595 0 187649 0 0 0 JENNIFER BRAMBLE CHIEF PEOPLE OFFICER 176261 0 0 0 0 0 6476 0 679 0 183416 0 0 0 NICOLE AVERY NICHOLS EDITOR-IN-CHIEF 151178 0 0 0 0 0 0 0 30043 0 181221 0 0 0 MARIA ARCHANGELO VP, PARTNERSHIPS THRU AUG 2021 119001 0 0 0 29346 0 4853 0 9401 0 162601 0 0 0 HAROLD WHACK SR DIRECTOR, DEVELOPMENT 148170 0 0 0 0 0 0 0 11867 0 160037 0 0 0 PART I, LINE 4A MS. MARIA ARCHANGELO, VICE PRESIDENT-PARTNERSHIPS THROUGH AUGUST 2021, RECEIVED A SEVERANCE PAYMENT OF $29,346, PURSUANT TO THE TERMS STIPULATED IN HER SEPARATION AGREEMENT. THE AMOUNT WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 ELIZABETH GREEN RECEIVED A BOARD-APPROVED PERFORMANCE-BASED BONUS WHICH WAS INCLUDED IN HER REPORTABLE COMPENSATION. THIS AMOUNT IS REPORTED IN PART II, COLUMN (B)(II), X 1 10425 AVG. SELLING PRICE X FURNITURE 1 19697 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND SUBSEQUENT TO THEIR REVIEW IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. IT IS REVISED FOR ANY CHANGES RECOMMENDED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS AND OFFICERS. THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND EACH MEMBER OF THE BOARD AND ALL OFFICERS MUST SIGN AN ANNUAL DISCLOSURE STATEMENT, WHERE THEY ARE ASKED TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. STAFF ARE REQUIRED TO AFFIRM THE CODE OF ETHICS, INCLUDING THE CONFLICTS SECTION, ON AN ANNUAL BASIS. IF A POTENTIAL CONFLICT ARISES, THE INTERESTED PARTY IS ASKED TO DISCLOSE ALL RELATED DETAILS TO THE BOARD OR CONFLICTS COMMITTEE OF THE BOARD. AFTER MAKING A PRESENTATION REGARDING HIS OR HER FINANCIAL INTEREST, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE COMMITTEE OR BOARD DISCUSSES AND VOTES ON THE TRANSACTION OR ARRANGEMENT TO DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. THE COMMITTEE OR BOARD RECOMMENDS WHETHER THE ORGANIZATION SHOULD ENTER INTO THE TRANSACTION OR AGREEMENT. THE DECISION OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A SET OF COMPENSATION STANDARDS, WHICH INCLUDES SALARY GUIDANCE FOR THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. THESE STANDARDS INCLUDE SALARY RANGES BY POSITION AND DIFFERENTIATION BASED ON GEOGRAPHICAL REGION. THE STANDARDS ARE DETERMINED THROUGH A REVIEW OF PEER ORGANIZATIONS' COMPENSATION DATA, AND ARE APPROVED BY THE BOARD OF DIRECTORS. IN FISCAL YEAR 2022, AN INDUSTRY-WIDE COMPENSATION BENCHMARKING STUDY WAS CONDUCTED BY A THIRD-PARTY COMPENSATION CONSULTANT. THE BOARD OF DIRECTORS APPROVED THE COMPENSATION STUDY RECOMMENDATIONS WHICH WERE ALIGNED WITH THE MIDPOINT OF INDUSTRY PEER COMPENSATION. THE DELIBERATIONS AND DECISION WERE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS AND THE PROCESS WAS LAST UNDERTAKEN IN FY2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON THE ORGANIZATION'S WEBSITE, CHALKBEAT.ORG, AS WELL AS GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 1023, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST AT 450 SEVENTH AVENUE, 32ND FLOOR, NEW YORK, NY 10123, OR BY CALLING THE ORGANIZATION DIRECTLY AT (917)-388-9035. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.