NAF: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NAF (EIN 13-3480246)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349311407
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:20:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 133480246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAF | BusinessNameControlTxt |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG W LOVE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2126352400 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG | PersonFirstNm |
| Person Last | LOVE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | LISA DUGHI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,428,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 4250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,698,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,626,385 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $927,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,859,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $290,635 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,522 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$97,100 | PYOtherRevenueAmt |
| CY Other Revenue | -$138,868 | CYOtherRevenueAmt |
| PY Total Revenue | $18,819,868 | PYTotalRevenueAmt |
| CY Total Revenue | $13,558,397 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,921,017 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,358,783 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,829,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,054,182 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $71,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $161,460 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,713,799 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,303,275 | PYOtherExpensesAmt |
| CY Other Expenses | $9,991,219 | CYOtherExpensesAmt |
| PY Total Expenses | $23,124,545 | PYTotalExpensesAmt |
| CY Total Expenses | $24,565,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,304,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,007,247 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,094,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,081,833 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,664,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,243,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,430,083 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,838,194 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,606,084 | ExpenseAmt |
| Grant | $379,444 | GrantAmt |
| Revenue | $520,620 | RevenueAmt |
| Desc | THE ACADEMY OF FINANCE, WHICH OPERATES 175 ACADEMIES, CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES AND PERSONAL FINANCE, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, GLOBAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. THE ACADEMY OF FINANCE CURRICULUM AND CERTIFICATION IS VALIDATED BY THE COUNCIL FOR ECONOMIC EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,816,291 | ExpenseAmt |
| Grant | $232,003 | GrantAmt |
| Revenue | $318,322 | RevenueAmt |
| Desc | THE ACADEMY OF INFORMATION TECHNOLOGY, WHICH OPERATES 107 ACADEMIES, PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN COMPUTER NETWORKING, SYSTEMS, DATABASE DESIGN, DIGITAL VIDEO PRODUCTION, GRAPHIC DESIGN, AND PROGRAMMING. IN ADDITION, JUNIPER NETWORKS HAS AGREED UPON A PROGRAM OF STUDY, LINKED TO NAF ASSESSMENTS, THAT WILL QUALIFY STUDENTS FOR ITS PROFESSIONAL TRAINING PROGRAM AND EARN A JUNIPER CERTIFICATE. ACADEMIES MAY ALSO USE COMPUTER SCIENCE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW) AND SELECT COURSES FROM CISCO. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,368,843 | ExpenseAmt |
| Grant | $195,143 | GrantAmt |
| Revenue | $267,748 | RevenueAmt |
| Desc | THE ACADEMY OF ENGINEERING, WHICH OPERATES 90 ACADEMIES, ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. ACADEMIES USE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW), THE STEM ACADEMY, OR PAXTON/PATTERSON. THEY ALSO BENEFIT FROM SUPPORT PROVIDED BY NATIONAL ACTION COUNCIL FOR MINORITIES IN ENGINEERING (NACME). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,670,523 | ExpenseAmt |
| Grant | $552,193 | GrantAmt |
| Revenue | $752,668 | RevenueAmt |
| Desc | THE ACADEMY OF HEALTH SCIENCES, WHICH OPERATES 88 ACADEMIES, ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY. COURSES INCLUDE CONTENT ON BIOTECHNOLOGY, ANATOMY, PHYSIOLOGY, AND GLOBAL HEALTH. ACADEMIES MAY USE BIOMEDICAL CURRICULUM FROM PROJECT LEAD THE WAY INC. (PLTW) OR THE HEALTH SCIENCES CAREERS CURRICULUM FROM PAXTON-PATTERSON. HOSAFUTURE HEALTH PROFESSIONALS ALSO PROVIDES OPPORTUNITIES FOR STUDENTS TO BUILD COLLEGE AND CAREER-READINESS SKILLS. THE NATIONAL CONSORTIUM FOR HEALTH SCIENCE EDUCATION PROVIDES AN ONLINE MODULE FOR WORK-BASED LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,670,523 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $552,193 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $752,668 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,461,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG W LOVE CHIEF FINANCIAL OFFI | PersonNm |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SANFORD I WEILL | |||||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KENNETH I CHENAULT | |||||||||
| VICE CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F SMITH | |||||||||
| VICE CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EUGENE A LUDWIG | |||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SANJIV YAJNIK | |||||||||
| TREASURER, THRU 9/2022 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A BRILL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| URSULA M BURNS | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNNE M DOUGHTIE | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA BENIOFF FRIEDMAN | |||||||||
| DIRECTOR, THRU 2/2022 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX GORSKY | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY J HAYES | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIN MCSWEENEY | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD MCGRAW III | |||||||||
| DIRECTOR, THRU 2/2022 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER MORGAN | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLA PALMER | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS PENNY III | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC REED | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY RENFRO | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D ROBINSON III | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID L STEWARD | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH M TUCCI | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC WEILL | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD A WILLIAMS | |||||||||
| DIRECTOR, THRU 9/2022 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW ZIELINSKI | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA DUGHI | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $534,683 | $0 | $58,468 | ||||
| BRENDA B BARRY CHIEF | |||||||||
| PROGRAM OFFICER THRU DEC. 2022 | 40.00 | Yes (X) | $283,652 | $0 | $71,051 | ||||
| COLLEEN M DEVERY | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | Yes (X) | $279,724 | $0 | $66,297 | ||||
| CRAIG W LOVE | |||||||||
| CFO & TREASURER EFF. 09/2022 | 40.00 | Yes (X) | $265,069 | $0 | $49,185 | ||||
| ELIZABETH PEREZ | |||||||||
| CHIEF PARTNERSHIP OFFICER | 40.00 | Yes (X) | $258,127 | $0 | $54,777 | ||||
| MARYANNE BLOOMFIELD CHIEF | |||||||||
| ADVANCEMENT OFFICER, THRU 2/2022 | 40.00 | Yes (X) | $84,569 | $0 | $12,210 | ||||
| VALAIDA DANIELLE WYNN CHIEF | |||||||||
| ADVANCEMENT OFFICER, EFF. 7/2022 | 40.00 | Yes (X) | $129,774 | $0 | $24,564 | ||||
| REEDY WADE | |||||||||
| VP, ACADEMY DEVELOPMENT & IMPACT | 40.00 | $178,788 | $0 | $32,140 | Yes (X) | ||||
| MARC A LESSER | |||||||||
| VP, RESEARCH AND TECHNOLOGY | 40.00 | $176,657 | $0 | $27,110 | Yes (X) | ||||
| SANDRA R GREER-SANDERS | |||||||||
| VP, DEI & TALENT DEVELOPMENT | 40.00 | $176,118 | $0 | $17,830 | Yes (X) | ||||
| WILLIAM TAYLOR VP OUTREACH | |||||||||
| & PARTNERSHIP DEV. THRU DEC. 2022 | 40.00 | $173,915 | $0 | $36,087 | Yes (X) | ||||
| TARAWHONA DAVIS BELLEVUE | |||||||||
| VP, IDEA STRATEGY | 40.00 | $171,853 | $0 | $40,033 | Yes (X) | ||||
| LINDSEY DIXON | |||||||||
| VP, PRODUCT & INNOVATION | 40.00 | $168,434 | $0 | $32,255 | Yes (X) | ||||
| HELEN S BLANCH | |||||||||
| VP, CURRICULUM & INSTRUCTION | 40.00 | $162,769 | $0 | $30,537 | Yes (X) | ||||
| CAMILLE L CURRIE | |||||||||
| VP, MARKETING & COMM., EFF. 2/2022 | 40.00 | $155,229 | $0 | $24,653 | Yes (X) | ||||
| UMANG BERI | |||||||||
| SR. DIR., SYSTEMS & DATA APPS | 40.00 | $153,397 | $0 | $51,654 | Yes (X) | ||||
| DEMETHOUS F CHAMBLISS | |||||||||
| DIRECTOR, NETWORK EVALUATION | 40.00 | $146,486 | $0 | $51,884 | Yes (X) | ||||
| KEISHA STEPHENSON TAYLOR SR | |||||||||
| DIR., ALUM. & POSTSECONDARY ENGAGE. | 40.00 | $143,373 | $0 | $48,046 | Yes (X) | ||||
| BROOKE A RICE VP WORK-BASED | |||||||||
| LEARNING & ADVISORY BOARD ACTIVATION | 40.00 | $141,021 | $0 | $39,856 | Yes (X) | ||||
| JAMES B COLE | |||||||||
| SR. DIR., PARTNERSHIP ACTIVATION | 40.00 | $139,317 | $0 | $18,111 | Yes (X) | ||||
| JONDEL HOYE | |||||||||
| FORMER CHIEF EXECUTIVE OFFICER | 0.00 | $103,949 | $0 | $13,501 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,026,904 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $800,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ORGANIZATIONAL SERVICES INC | |||||
| 3380 TRAVIS POINTE ROAD SUITE H | ANN HARBOR | MI | 48108 | CONFERENCE ADMINISTRATION | $811,913 |
| MODUS ASSOCIATES LLC | |||||
| 3003 PURCHASE STREET UNIT 159 | PURCHASE | NY | 10577 | CONSULTING SERVICES | $611,884 |
| NOCTI INC | |||||
| 500 N BRONSON AVENUE | BIG RAPIDS | MI | 49307 | IT PROJECT MANAGEMENT | $517,213 |
| SC PARTNERS LLC | |||||
| 10240 WEST MCNICHOLS ROAD | DETROIT | MI | 48221 | STUDENT ACTIVITY EVENT PLANNING & PROJEC | $440,736 |
| AMERICAN INSTITUTES FOR RESEARCH | |||||
| 1400 CRYSTAL DRIVE 10TH FLOOR | ARLINGTON | VA | 22202 | MARKET DATA AND RESEARCH | $295,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,023,750 | FundraisingAmt |
| Government Grants | $99,000 | GovernmentGrantsAmt |
| All Other Contributions | $10,503,635 | AllOtherContributionsAmt |
| Noncash Contributions | $137,549 | NoncashContributionsAmt |
| Total Contributions | $11,626,385 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $1,272,849 | $1,272,849 |
| CONFERENCE REGISTRATION FEES | 541900 | $306,212 | $306,212 |
| SCHOOL DISTRICT CONTRACTS | 541900 | $280,297 | $280,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,859,358 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,126 | TotalRevenueColumnAmt |
| Exclusion | $208,126 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,672,019 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,668,623 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,396 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,396 | TotalRevenueColumnAmt |
| Exclusion | $3,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,023,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $201,268 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$138,868 | TotalRevenueColumnAmt |
| Exclusion | -$138,868 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,558,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,859,358 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,654 | 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 | $1,344,783 | TotalAmt |
| Program Services | $1,344,783 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776,558 | TotalAmt |
| Program Services | $1,987,802 | ProgramServicesAmt |
| Management And General | $1,010,227 | ManagementAndGeneralAmt |
| Fundraising | $778,529 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,450 | TotalAmt |
| Program Services | $58,724 | ProgramServicesAmt |
| Management And General | $29,363 | ManagementAndGeneralAmt |
| Fundraising | $29,363 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,770,048 | TotalAmt |
| Program Services | $4,726,761 | ProgramServicesAmt |
| Management And General | $1,119,818 | ManagementAndGeneralAmt |
| Fundraising | $923,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,631 | TotalAmt |
| Program Services | $435,177 | ProgramServicesAmt |
| Management And General | $104,862 | ManagementAndGeneralAmt |
| Fundraising | $87,592 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,632 | TotalAmt |
| Program Services | $611,901 | ProgramServicesAmt |
| Management And General | $179,592 | ManagementAndGeneralAmt |
| Fundraising | $136,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,863 | TotalAmt |
| Program Services | $534,312 | ProgramServicesAmt |
| Management And General | $166,973 | ManagementAndGeneralAmt |
| Fundraising | $133,578 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,009 | TotalAmt |
| Management And General | $13,009 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,603 | TotalAmt |
| Management And General | $250,603 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,826 | TotalAmt |
| Program Services | $254,826 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,460 | TotalAmt |
| Fundraising | $161,460 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,567,426 | TotalAmt |
| Program Services | $3,354,798 | ProgramServicesAmt |
| Management And General | $95,955 | ManagementAndGeneralAmt |
| Fundraising | $116,673 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,841 | TotalAmt |
| Program Services | $408,251 | ProgramServicesAmt |
| Management And General | $201,974 | ManagementAndGeneralAmt |
| Fundraising | $166,616 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,238 | TotalAmt |
| Program Services | $157,037 | ProgramServicesAmt |
| Management And General | $646,155 | ManagementAndGeneralAmt |
| Fundraising | $34,046 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,076 | TotalAmt |
| Program Services | $885,115 | ProgramServicesAmt |
| Management And General | $292,784 | ManagementAndGeneralAmt |
| Fundraising | $123,177 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,182 | TotalAmt |
| Program Services | $257,116 | ProgramServicesAmt |
| Management And General | $826,065 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,039 | TotalAmt |
| Program Services | $1,036,627 | ProgramServicesAmt |
| Management And General | $310,167 | ManagementAndGeneralAmt |
| Fundraising | $18,245 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,363 | TotalAmt |
| Program Services | $365,876 | ProgramServicesAmt |
| Management And General | $16,487 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,721 | TotalAmt |
| Management And General | $2,721 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF PROFESSIONAL DEVE | $84,737 | $28,635 | $51,191 | $4,911 |
| BAD DEBT EXPENSES | $35,050 | $35,050 | ||
| REPAIRS & MAINTENANCE | $20,853 | $20,853 | ||
| OTHER EXPENSES | $16,255 | $16,255 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,565,644 | TotalAmt |
| Program Services | $16,461,741 | ProgramServicesAmt |
| Management And General | $5,390,104 | ManagementAndGeneralAmt |
| Fundraising | $2,713,799 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,827,869 | BOYAmt |
| EOY | $2,179,339 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,867,700 | BOYAmt |
| EOY | $872,564 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,226,721 | BOYAmt |
| EOY | $3,833,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,196 | BOYAmt |
| EOY | $934,149 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,080 | BOYAmt |
| EOY | $273,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,377,982 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,374,345 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,358 | BOYAmt |
| EOY | $3,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,199,091 | BOYAmt |
| EOY | $6,074,463 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,753 | BOYAmt |
| EOY | $4,911,294 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,094,768 | BOYAmt |
| EOY | $19,081,833 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528,360 | BOYAmt |
| EOY | $471,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,623 | BOYAmt |
| EOY | $489,348 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,200 | BOYAmt |
| EOY | $19,452 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,502 | BOYAmt |
| EOY | $5,263,391 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,664,685 | BOYAmt |
| EOY | $6,243,639 | 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 | $8,888,481 | BOYAmt |
| EOY | $4,685,411 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,541,602 | BOYAmt |
| EOY | $8,152,783 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,430,083 | BOYAmt |
| EOY | $12,838,194 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,094,768 | BOYAmt |
| EOY | $19,081,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$11,007,247 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$584,642 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,926,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,033,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,522,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,698,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,626,385 | CurrentTaxYearAmt |
| Total | $92,807,948 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,926,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,033,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,522,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,698,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,626,385 | CurrentTaxYearAmt |
| Total | $92,807,948 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,271,600 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,536,348 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $273,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $348,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,126 | CurrentTaxYearAmt |
| Total | $1,528,821 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,499 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,338,268 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,848,795 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CURRICULUM PROJECTS - OTHER INCOME - 2020 AMOUNT: $ 1,499. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $254,826 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $267,739 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $522,565 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE LOBBYIST ENGAGED WITH ACTIVE LEGISLATIVE ACTIVITY WITH RESPECT TO HIGH SCHOOL ACADEMIES, CAREER AND TECHNICAL EDUCATION, AND YOUTH WORKFORCE DEVELOPMENT TO SHARE NAF'S EXPERTISE IN HOW ANY POLICY CHANGES COULD POSITIVELY OR NEGATIVELY EFFECT THE AVAILABILITY AND QUALITY OF WORK-BASED LEARNING EXPERIENCES FOR HIGH SCHOOL STUDENTS. THE LOBBYISTS PROVIDED FEDERAL GOVERNMENT RELATIONS SERVICES AND STRATEGIC ADVISORY, CONDUCTING VIRTUAL LOBBYING MEETINGS TO ADVANCE NAF'S APPROPRIATIONS REQUEST TO THE CHAIRS AND RANKING MEMBERS OF THE HOUSE AND SENATE LHHS APPROPRIATIONS SUBCOMMITTEES, ALL HOUSE AND SENATE LHHS MEMBERS, AND KEY CONGRESSIONAL BLACK CAUCUS AND CONGRESSIONAL HISPANIC CAUCUS MEMBERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $707,442 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$55,340 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $652,102 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $582,953 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $124,489 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $707,442 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $515,865 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,088 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $582,953 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,276 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $98,589 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $515,865 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $634,404 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $220,000 | OtherExpendituresAmt |
| End Year Balance | $417,276 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,842 | DepreciationAmt |
| Book Value | $655 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $470,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $470,288 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,700,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,697,215 | DepreciationAmt |
| Book Value | $2,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,637 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $239,753 |
| RIGHT OF USE ASSET - OPERATING LEASE, NET | $4,671,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,911,294 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY, OPERATING LEASE | Desc |
| Amt | $5,263,391 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,263,391 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,216,041 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$584,642 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $41,018 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $201,268 | OtherRevenueAmt |
| Revenue Not Reported | -$342,356 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,558,397 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,558,397 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,807,930 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $41,018 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $201,268 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $242,286 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,565,644 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,565,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | NAF HOLDS FUNDS FOR SEVERAL ACADEMIES THAT PARTICIPATE IN ITS EDUCATIONAL PROGRAMS, TO BE USED FOR RELATED ACTIVITIES. |
| PART V, LINE 4: | THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. |
| PART X, LINE 2: | NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT NAF HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. NAF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 201,268. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 201,268. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DS CONSULTING GROUP | ||||||||
| 757 THIRD AVENUE 20TH FL | NEW YORK | NY | 10017 | ANNUAL BENEFIT | 0 | $1,086,150 | $48,000 | $1,038,150 |
| THE PHOENIX PHILANTHROPY GROUP INC | ||||||||
| 3301 E GLENROSA AVENUE | PHOENIX | AZ | 85018 | FUNDRAISING STRATEGY CONSULTING | 0 | $975,000 | $113,460 | $861,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,061,150 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $161,460 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,899,690 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL BENEFIT | Event1Nm |
| Gross Receipts Event1 | $1,086,150 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,023,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,400 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $54,886 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $77,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $66,882 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,086,150 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,023,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,400 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $54,886 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $77,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,882 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $201,268 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$138,868 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO THE AGREEMENT, NAF WAS CHARGED A BASE FEE FOR PROFESSIONAL SERVICES THAT DS CONSULTING GROUP, LLC ("DSCG") RENDERED. NAF IS BILLED DIRECTLY BY VENDORS AND SUPPLIERS FOR LETTERSHOP AND POSTAGE COSTS AND BY DSCG FOR IN-HOUSE WORD PROCESSING, POSTAGE AND MAILINGS. NAF IS BILLED SEPARATELY FOR REIMBURSEMENT OF EXPENSES SUCH AS LOCAL TRAVEL, TELEPHONE, FAXES, PHOTOCOPIES AND MESSENGER SERVICES. EXPENSES EXCEEDING $5,000 REQUIRE NAF'S WRITTEN APPROVAL. PURSUANT TO THE AGREEMENT, THE ORGANIZATION WILL REMIT A MONTHLY FEE TO THE PHOENIX PHILANTHROPY GROUP, INC. THE FEE DOES NOT INCLUDE ADMINISTRATIVE EXPENSES RELATED TO CLIENT PROJECT SUCH AS POSTAGE OR PRINTING FOR MEETINGS, WHICH WILL BE BILLED AT COST FOR REIMBURSEMENT. IF APPLICABLE, TRAVEL EXPENSES INCLUDING AIR TRAVEL, ACCOMMODATIONS, TRANSPORTATION, MEALS, MILEAGE, AND PARKING WILL ALSO BE BILLED AT COST FOR REIMBURSEMENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FRIENDSHIP PUBLIC CHARTER SCHOOL INC | |||||||||
| 1400 FIRST STREET NW | WASHINGTON | DC | 20001 | 582398964 | 501(C)(3) | $200,000 | $0 | TECHNOLOGY LAB EQUIPMENT / RAYTHEON GRANT | |
| DC PUBLIC EDUCATION FUND | |||||||||
| 3407 14TH STREET NW | WASHINGTON | DC | 20010 | 261607955 | 501(C)(3) | $200,000 | $0 | TECHNOLOGY LAB EQUIPMENT/RAYTHEON GRANT | |
| READYCT | |||||||||
| 350 CHURCH STREET 3RD FLOOR | HARTFORD | CT | 06103 | 274704040 | 501(C)(3) | $150,000 | $0 | SUB-GRANT SPONSORED BY RAYTHEON GRANT | |
| DALLAS EDUCATION FOUNDATION | |||||||||
| 9400 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | 205533398 | 501(C)(3) | $118,250 | $0 | TECHNOLOGY LAB EQUIPMENT/RAYTHEON GRANT | MAILBOX 19 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||||
| CAMPUS BOX 7205 | RALEIGH | NC | 27695 | 566000756 | SECTION 115 | $99,973 | $0 | TRIO PROGRAM SUMMER COLLEGE EXPERIENCE IN STEM | |
| DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT | |||||||||
| 3011 WEST GRAND BOULEVARD 11TH | DETROIT | MI | 48202 | 812847693 | SECTION 115 | $75,000 | $0 | FUND II STEM SUB-GRANT | FLOOR |
| MIT COMPUTER SCIENCE AND ARTIFICIAL INTEL | |||||||||
| 32 VASSAR STREET | CAMBRIDGE | MA | 02139 | 954893200 | 501(C)(3) | $45,500 | $0 | MIT APP INVENTOR PROGRAM | |
| UWM FOUNDATION INC | |||||||||
| 1440 E NORTH AVENUE | MILWAUKEE | WI | 53202 | 237337744 | 501(C)(3) | $35,000 | $0 | FUTURE READY SCHOLARS SUMMER PROGRAM | |
| GLOBAL INITIATIVES INC | |||||||||
| PO BOX 5146 | WEST CHESTER | PA | 19380 | 161501127 | 501(C)(3) | $25,000 | $0 | GLOBAL TRAVEL AND TOURISM PARTNERSHIP | |
| DALLAS INDEPENDENT SCHOOL DISTRICT | |||||||||
| 3700 ROSS AVENUE | DALLAS | TX | 75204 | 756001278 | SECTION 115 | $20,000 | $0 | CAPITAL ONE STUDENT INTERN SALARIES | |
| SCHOOL DISTRICT OF UNIVERSITY CITY | |||||||||
| 8136 GROBY ROAD | UNIVERSITY CITY | MO | 63130 | 436003857 | SECTION 115 | $18,200 | $0 | FUTURE READY LAB STUDENT INTERN SALARIES | |
| DC PUBLIC EDUCATION FUND | |||||||||
| 3407 14TH STREET NW | WASHINGTON | DC | 20010 | 261607955 | 501(C)(3) | $16,400 | $0 | SUB-GRANT SPONSORED BY RAYTHEON GRANT | |
| GOLDEN GATE HIGH SCHOOL | |||||||||
| 2925 TITAN WAY X | NAPLES | FL | 34116 | 596000557 | SECTION 115 | $15,000 | $0 | DISTINGUISHED ACADEMY AWARDS | |
| PORTERVILLE PATHWAYS FOUNDATION | |||||||||
| 600 W GRAND AVENUE | PORTERVILLE | CA | 93257 | 822628309 | 501(C)(3) | $10,000 | $0 | DISTINGUISHED ACADEMY AWARDS | |
| CHARLOTTE-MECKLENBURG BOARD OF EDUCATION | |||||||||
| PO BOX 30035 | CHARLOTTE | NC | 28230 | 566001074 | SECTION 115 | $10,000 | $0 | DISTINGUISHED ACADEMY AWARDS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $14,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NAF DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS AND PROGRAM ALUMNI. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN OR ALUMNI OF AN ACADEMY. PROGRAM GRANTS ARE AWARDED BASED ON A COMPETITIVE PROCESS OR ACCORDING TO DONOR SPECIFICATIONS. NAF AND GRANTEES JOINTLY AGREE ON ALL PROGRAMMATIC GOALS AND EXPECTATIONS, INCLUDING ESTABLISHING VARIOUS REPORTING OBLIGATIONS TO ENSURE ACCOUNTABILITY. NAF STAFF IN TURN MONITOR GRANTEES' PROGRESS THROUGHOUT THE REPORTING PERIOD TO ENSURE ADEQUATE PROGRESS IS MADE AS WELL AS TO PROVIDE SUPPORT AS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA DUGHI | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $449,211 | $0 | $0 | $0 | $85,472 | $0 | $49,595 | $0 | $8,873 | $0 | $593,151 | $0 | $0 | $0 |
| BRENDA B BARRY CHIEF | ||||||||||||||
| PROGRAM OFFICER THRU DEC. 2022 | $240,172 | $0 | $3,000 | $0 | $40,480 | $0 | $37,934 | $0 | $33,117 | $0 | $354,703 | $0 | $0 | $0 |
| COLLEEN M DEVERY | ||||||||||||||
| CHIEF STRATEGY OFFICER | $243,111 | $0 | $3,000 | $0 | $33,613 | $0 | $37,050 | $0 | $29,247 | $0 | $346,021 | $0 | $0 | $0 |
| CRAIG W LOVE | ||||||||||||||
| CFO & TREASURER EFF. 09/2022 | $238,417 | $0 | $3,000 | $0 | $23,652 | $0 | $24,539 | $0 | $24,646 | $0 | $314,254 | $0 | $0 | $0 |
| ELIZABETH PEREZ | ||||||||||||||
| CHIEF PARTNERSHIP OFFICER | $252,242 | $0 | $3,000 | $0 | $2,885 | $0 | $23,030 | $0 | $31,747 | $0 | $312,904 | $0 | $0 | $0 |
| TARAWHONA DAVIS BELLEVUE | ||||||||||||||
| VP, IDEA STRATEGY | $153,703 | $0 | $3,000 | $0 | $15,150 | $0 | $22,842 | $0 | $17,191 | $0 | $211,886 | $0 | $0 | $0 |
| REEDY WADE | ||||||||||||||
| VP, ACADEMY DEVELOPMENT & IMPACT | $160,074 | $0 | $3,000 | $0 | $15,714 | $0 | $23,394 | $0 | $8,746 | $0 | $210,928 | $0 | $0 | $0 |
| WILLIAM TAYLOR VP OUTREACH | ||||||||||||||
| & PARTNERSHIP DEV. THRU DEC. 2022 | $159,939 | $0 | $250 | $0 | $13,726 | $0 | $23,287 | $0 | $12,800 | $0 | $210,002 | $0 | $0 | $0 |
| UMANG BERI | ||||||||||||||
| SR. DIR., SYSTEMS & DATA APPS | $131,522 | $0 | $3,250 | $0 | $18,625 | $0 | $20,832 | $0 | $30,822 | $0 | $205,051 | $0 | $0 | $0 |
| MARC A LESSER | ||||||||||||||
| VP, RESEARCH AND TECHNOLOGY | $170,923 | $0 | $3,000 | $0 | $2,734 | $0 | $16,199 | $0 | $10,911 | $0 | $203,767 | $0 | $0 | $0 |
| LINDSEY DIXON | ||||||||||||||
| VP, PRODUCT & INNOVATION | $153,586 | $0 | $3,000 | $0 | $11,848 | $0 | $15,244 | $0 | $17,011 | $0 | $200,689 | $0 | $0 | $0 |
| DEMETHOUS F CHAMBLISS | ||||||||||||||
| DIRECTOR, NETWORK EVALUATION | $130,230 | $0 | $3,000 | $0 | $13,256 | $0 | $20,063 | $0 | $31,821 | $0 | $198,370 | $0 | $0 | $0 |
| SANDRA R GREER-SANDERS | ||||||||||||||
| VP, DEI & TALENT DEVELOPMENT | $170,368 | $0 | $3,000 | $0 | $2,750 | $0 | $15,970 | $0 | $1,860 | $0 | $193,948 | $0 | $0 | $0 |
| HELEN S BLANCH | ||||||||||||||
| VP, CURRICULUM & INSTRUCTION | $151,640 | $0 | $3,500 | $0 | $7,629 | $0 | $21,328 | $0 | $9,209 | $0 | $193,306 | $0 | $0 | $0 |
| KEISHA STEPHENSON TAYLOR SR | ||||||||||||||
| DIR., ALUM. & POSTSECONDARY ENGAGE. | $129,522 | $0 | $3,000 | $0 | $10,851 | $0 | $19,264 | $0 | $28,782 | $0 | $191,419 | $0 | $0 | $0 |
| BROOKE A RICE VP WORK-BASED | ||||||||||||||
| LEARNING & ADVISORY BOARD ACTIVATION | $123,729 | $0 | $3,000 | $0 | $14,292 | $0 | $19,043 | $0 | $20,813 | $0 | $180,877 | $0 | $0 | $0 |
| CAMILLE L CURRIE | ||||||||||||||
| VP, MARKETING & COMM., EFF. 2/2022 | $152,412 | $0 | $2,000 | $0 | $817 | $0 | $14,279 | $0 | $10,374 | $0 | $179,882 | $0 | $0 | $0 |
| JAMES B COLE | ||||||||||||||
| SR. DIR., PARTNERSHIP ACTIVATION | $118,029 | $0 | $3,000 | $0 | $18,288 | $0 | $18,111 | $0 | $0 | $0 | $157,428 | $0 | $0 | $0 |
| VALAIDA DANIELLE WYNN CHIEF | ||||||||||||||
| ADVANCEMENT OFFICER, EFF. 7/2022 | $122,283 | $0 | $2,000 | $0 | $5,491 | $0 | $11,754 | $0 | $12,810 | $0 | $154,338 | $0 | $0 | $0 |
| JONDEL HOYE | ||||||||||||||
| FORMER CHIEF EXECUTIVE OFFICER | $0 | $0 | $0 | $0 | $103,949 | $0 | $13,501 | $0 | $0 | $0 | $117,450 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | PURSUANT TO THE TERMS AND CONDITIONS STIPULATED IN MARYANNE BLOOMFIELD, CHIEF ADVANCEMENT OFFICER'S, SEVERANCE AGREEMENT, THE ORGANIZATION PAID SEVERANCE PAYMENT TO HER IN THE AMOUNT OF $32,313 IN 2022. THIS PAYMENT WAS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| PART I, LINE 7 | BONUSES WERE PAID BASED ON THE PERFORMANCE OF THE INDIVIDUALS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUALS' 2022 FORMS W-2, AND REPORTED ON SCHEDULE J, PART II IN COLUMN B (II). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $137,549 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VI, SECTION A, LINE 2 | THE BOARD MEMBER, SANFORD WEILL AND BOARD MEMBER, MARC WEILL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH NAF STAFF MEMBERS. THE RETURN PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT, AS WELL AS THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. THE ORGANIZATION'S FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS BEFORE SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | NAF HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL DIRECTORS, OFFICERS AND KEY PERSONS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE LETTERS ARE REVIEWED BY THE AUDIT COMMITTEE WHO DETERMINES IF A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. MINUTES OF THE MEETINGS OF THE AUDIT COMMITTEE WILL RECORD THE NAMES OF THE INTERESTED PERSONS, NATURE OF THE CONFLICT OF INTERESTS, AND THE FINAL DECISIONS MADE REGARDING THE CONFLICT OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2021. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAFS RECORDS. A COMPENSATION COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE CEO, AS WELL AS ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | NAF MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE; THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | COMMUNITY IMPACT: PROGRAM SERVICE EXPENSES 518,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 518,005. RESEARCH: PROGRAM SERVICE EXPENSES 1,072,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,072,328. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 444,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,314. CONSULTING AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 36,907. MANAGEMENT AND GENERAL EXPENSES 95,955. FUNDRAISING EXPENSES 116,673. TOTAL EXPENSES 249,535. PROGRAM SERVICE CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,283,244. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,283,244. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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