2023-08-23T11:54:34-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 IRINA ZABELLO SR VP FINANCE & ADMIN 2023472030 2023-08-23 1 IRINA ZABELLO 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JODI GRANT 1101 14TH STREET NW 700 WASHINGTON DC 20005 5905606 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 17 17 27 17 0 0 6269398 5712599 0 0 245321 123327 8149 332 6522868 5836258 215000 270000 0 0 2542516 2958964 0 0 96499 2479722 2376223 5237238 5605187 1285630 231071 11996639 11484684 2434273 2169841 9562366 9314843 THE ALLIANCE WORKS TO ENSURE THAT ALL YOUTH HAVE ACCESS TO AFFORDABLE, QUALITY AFTERSCHOOL PROGRAMS BY ENGAGING PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE AND LOCAL LEVELS. 0 0 3100061 270000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL AND SUMMER LEARNING FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL AND SUMMER LEARNING PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL AND SUMMER LEARNING DEVELOPMENTS. TRAINING AFTERSCHOOL AND SUMMER LEARNING SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVEVLOPING MATERIALS FOR THE AFTERSCHOOL AND SUMMER LEARNING FIELDS IN THESE AREAS. 1334032 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL AND SUMMER LEARNING PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 778737 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL METERIALS ON THE AFTERSHCOOL AND SUMMER LEARNING ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENT RELATED TO AFTERSCHOOL AND SUMMER LEARNING PROGRAMS. 5212830 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 73 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X IRINA ZABELLO 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 LISA LUCHETA CHAIR, EC 1.00 X X 0 0 0 TERRY PETERSON VICE-CHAIR, EC 1.00 X X 0 0 0 JEAN MARGARET SMITH SECRETARY, EC 1.00 X X 0 0 0 STACEY GILLIS WEBER TREASURER, EC 1.00 X X 0 0 0 BARRY FORD DIRECTOR, EC 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 MAYOR KARL DEAN DIRECTOR 1.00 X 0 0 0 LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARCUS GOODWIN DIRECTOR 1.00 X 0 0 0 CAGLA HIRSCHMAN DIRECTOR FROM 6/2022 1.00 X 0 0 0 TIM HWANG DIRECTOR 1.00 X 0 0 0 LETICIA MEDEROS DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 HEATHER NESLE DIRECTOR 1.00 X 0 0 0 STANLEY PORTER DIRECTOR 1.00 X 0 0 0 GERARD ROBINSON DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 344237 0 31513 IRINA ZABELLO SR VP FINANCE & ADMIN 40.00 X 143199 0 4095 JENNIFER RINEHART SR VP STRATEGY & PROGRS 40.00 X 227433 0 6358 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 40.00 X 223041 0 6375 ERIK PETERSON SR VP POLICY 40.00 X 182978 0 17571 ALEXIS STEINES VP FIELD OUTREACH 40.00 X 126163 0 8996 NIKKI YAMASHIRO VP RESEARCH 40.00 X 133162 0 10071 1380213 0 84979 9 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE STE 700 BETHESDA MD 20814 COMMUNICATIONS AND MEDIA 667097 PR SOLUTIONS INC 1625 K STREET NW STE 1250 WASHINGTON DC 20006 COMMUNICATIONS AND MEDIA 304768 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 04620 POLICY CONSULTING 144023 FOWLER HOFFMAN 791 DIZZY GILLESPIE WAY WINDSOR CA 95492 STATE POLICY DEVELOPMENT 108480 HANDGLASS 2545 WATERSIDE DRIVE NW WASHINGTON DC 20008 WEB DEVELOPMENT 102945 5 10604 124672 5577323 5712599 122741 122741 132 132 69348 586 69348 0 0 586 586 586 MISCELLANEOUS 900099 200 200 200 5836258 0 0 123659 X 270000 270000 523044 460429 49870 12745 2098272 1916015 142487 39770 46571 41812 4197 562 114427 102089 11008 1330 176650 157834 16232 2584 188 188 40517 35696 4361 460 68464 68464 7388 7388 1198612 1191446 5166 2000 13818 8205 2159 3454 195290 177608 15560 2122 134247 128813 2844 2590 215474 193663 19543 2268 44929 35558 2577 6794 59219 38292 7183 13744 124 118 2 4 22327 21685 392 250 7137 6330 807 STIPENDS AND AWARDS 215881 215881 PROGRAM FIELD FUNDS 116678 116678 DUES AND SUBSCRIPTIONS 11906 11303 203 400 LICENSES/PERMITS 7838 882 1908 5048 16186 13841 1971 374 5605187 5212830 295858 96499 55620 3366214 6340885 2891831 702000 991584 52639 103194 70254 79436 151141 102532 59697 48609 2778274 2289230 1937270 1714586 11996639 11484684 310139 283882 2124134 1885959 2434273 2169841 X 3462056 3398914 6100310 5915929 9562366 9314843 11996639 11484684 231071 -478594 0 X 0 1 X 1 0 X 4516535 6049112 4937891 6269398 5712599 27485535 4516535 6049112 4937891 6269398 5712599 27485535 18505894 8979641 116175 156576 127756 96873 122873 620253 3014 431 2689 7924 200 14258 28120046 0.31930 0.33350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14100 54384 68484 5536703 5605187 430259 107565 0 0 402401 409249 411862 430259 1653771 2480657 90976 42879 61612 68484 263951 100600 102312 102966 107565 413443 620165 35707 27464 9197 14100 86468 PART II-A, LOBBYING ACTIVITIES: DIRECT FEDERAL LOBBYING ACTIVITIES IN 2022 WERE LIMITED TO SUPPORT FOR 21ST CENTURY COMMUNITY LEARNING CENTERS (AFTERSCHOOL AND SUMMER LEARNING FUNDING) AND THE CHILD CARE DEVELOPMENT FUND FOR FY 2023 APPROPRIATIONS. ADDITIONAL DIRECT LOBBYING ACTIVITIES WERE CONDUCTED IN SUPPORT OF THE BIPARTISAN, BICAMERAL SUMMER MEALS ACT (S. 1170/HR 783) AND THE BIPARTISAN, BICAMERAL YOUTH WORKFORCE READINESS ACT (S. 1696 AND HR 3342). 2381564 -341496 60807 1979261 2240312 219683 78431 2381564 1896548 279088 -64677 2240313 1784517 331953 219922 1896548 1949957 -90453 74987 1784517 0.00000 0.61760 0.38240 0 0 30253 14674 15579 15200 15200 0 105688 72658 33030 48609 DEPOSITS 16872 RIGHT-OF-USE ASSET, OPERATING LEASE 1126220 RIGHT-OF-USE ASSET, FINANCE LEASE 11911 DEFERRED COMPENSATION INVESTMENT 559583 1714586 FINANCE LEASE 11952 DEFERRED COMPENSATION OBLIGATION 559583 OPERATING LEASE OBLIGATION 1314424 1885959 X 6293239 -478594 942963 464369 5828870 7388 7388 5836258 6540762 942963 942963 5597799 7388 7388 5605187 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. ENDOWMENT EARNINGS ARE UNRESTRICTED, AND USED PER BOARD'S APPROVAL FOR ORGANIZATION'S OPERATIONAL NEEDS. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 VA PARTNERSHIP FOR OUT-OF-SCHOOL TIME' 2644 HENSLEY MINERAL VA 23177 834446151 501(C)(3) 70000 0 STEM AND GOVERNMENT RELATIONS GRANT ALABAMA EXPANDED LEARNING ALLIANCE 201 CARMICHAEL HALL BOX 870231 TUSCALOOSA AL 35487 636001138 501(C)(3) 40000 0 EDUCATION OUTREACH, STEM AND CREDIT FOR LEARNING GRANTS THE CURATORS OF THE UNIVERSITY OF MO 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 436003859 501(C)(3) 20000 0 CREDIT FOR LEARNING, STATE EDUCATION OUTREACH GRANTS CENTER OF SOUTHWEST CULTURE 505 MARQUETTE AVE NW 1610 ALBUQUERQUE NM 87102 850402832 501(C)(3) 15000 0 STEM GRANT EMBE SIOUX EMPIRE UNITED WAY INC 300 W 11TH ST SIOUX FALLS SD 57104 460234998 501(C)(3) 15000 0 STEM GRANT CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 0 STEM GRANT METROPOLITAN FAMILY SERVICE 1 N DEARBORN SUITE 1000 CHICAGO IL 60602 362167940 501(C)(3) 10000 0 STEM GRANT NORTH CAROLINA CENTER FOR AFTERSCHOOL PRO 3725 NATIONAL DRIVE SUITE 101 RALEIGH NC 27612 581654064 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT NEW YORK STATE NETWORK FOR YOUTH SUCCESS 415 RIVER STREET 2ND FLOOR TROY NY 12180 133841114 501(C)(3) 10000 0 STEM GRANT OKLAHOMA PUBLIC SCHOOL RECOURCE CENTER 309 NW 13TH SUITE 103 OKLAHOMA CITY OK 73103 463231101 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT SOUTH CAROLINA AFTERSCHOOL ALLIANCE 1611 DEVONSHIRE DR SUITE 101 COLUMBIA SC 29204 450506772 501(C)(3) 10000 0 STEM GRANT SCHOOL'S OUT WASHINGTON 801 23RD AVE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT USM FOUNDATIONMAINE AFTERSCHOOL NETWORK PO BOX 9300 PORTLAND ME 04104 043350930 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE COLCHESTER VT 05446 320399970 501(C)(3) 10000 0 STEM GRANT VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST NW ATLANTA GA 30303 020678823 501(C)(3) 10000 0 STEM GRANT 15 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 314237 0 30000 0 0 0 9000 0 22513 0 375750 0 0 0 JENNIFER RINEHART SR VP STRATEGY & PROGRS 207433 0 20000 0 0 0 6358 0 0 0 233791 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 203041 0 20000 0 0 0 6375 0 0 0 229416 0 0 0 ERIK PETERSON SR VP POLICY 170478 0 12500 0 0 0 5400 0 12171 0 200549 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $30,000 JENNIFER RINEHART $20,000 URSULA HELMINSKI $20,000 ERIK PETERSON $12,500 IRINA ZABELLO $12,500 NIKKI YAMASHIRO $10,000 ALEXIS STEINES $8,000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE SR VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND SR VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE VICE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACHIEVEMENTS. THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN DECEMBER 2022 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 142,127. MANAGEMENT AND GENERAL EXPENSES 1,873. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,000. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 79,294. MANAGEMENT AND GENERAL EXPENSES 1,045. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,339. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 867,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,000. TOTAL EXPENSES 869,886. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 102,139. MANAGEMENT AND GENERAL EXPENSES 2,248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,387.