2022-04-01T15:43:33-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS CHIEF EXECUTIVE OFFICER 7037063300 2022-04-01 1 TIMOTHY DAVIS 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 12699595 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 16 15 244 15 0 0 2845183 2302492 14522279 4536840 179204 663784 8359 51214 17555025 7554330 0 0 0 0 8990695 5645870 0 0 517551 12175852 2192742 21166547 7838612 -3611522 -284282 14709992 10857588 10668399 6213487 4041593 4644101 X THE MISSION OF THE NONPROFIT, NONPARTISAN CLOSE UP FOUNDATION IS TO EMPOWER YOUNG PEOPLE FOR A LIFETIME OF ACTIVE CITIZENSHIP THROUGH CIVIC EDUCATION PROGRAMS, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, AND CLASSROOM RESOURCES. 0 0 2955239 3215541 WASHINGTON HIGH SCHOOL PROGRAM: THESE PROGRAMS INCLUDE OPPORTUNITIES FOR STUDENTS TO LEARN AND PRACTICE KEY CITIZENSHIP SKILLS, INTERACT WITH KEY POLICY EXPERTS AND ELECTED OFFICIALS AND THEIR STAFFS, AND PARTICIPATE IN LEGISLATIVE SIMULATIONS. EACH PROGRAM INCLUDES INTRODUCTORY ACTIVITIES; THEMATIC SITE VISITS; ISSUE BASED WORKSHOPS; POLICY DEBATES; LEGISLATIVE SIMULATIONS; SEMINARS AND ONSITE VISITS TO GOVERNMENT AGENCIES, NGOS, AND EMBASSIES; AND CULTURAL EXPLORATIONS.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 1908855 980076 WASHINGTON MIDDLE SCHOOL PROGRAM: THESE PROGRAMS USE THE NATIONS CAPITAL AS A LIVING CLASSROOM WHERE STUDENTS EXPLORE ITS ICONIC SITES AND DISCOVER HOW THE ISSUES AND IDEALS REPRESENTED IMPACT US TODAY. THROUGH VARIOUS INTERACTIVE SITE VISITS, WORKSHOPS, AND DISCUSSIONS, STUDENTS LEARN THE HISTORICAL EVENTS AND IDEAS THAT HAVE SHAPED AMERICAN DEMOCRACY AND GAIN A DEEPER UNDERSTANDING OF THEIR UNIQUE ROLE IN OUR POLITICAL SYSTEM.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 10935 40523 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP.SEE SCHEDULE O FOR NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING. 25515 300700 PUBLICATIONS 25515 300700 4900544 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 244 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS CHIEF EXECUTIVE OFFICER 40.00 X X 241624 0 8399 JOEL JANKOWSKY CHAIRMAN 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 JANET HALE CHAIRMAN, AUDIT COMMITTEE 1.50 X 0 0 0 ERIC ROSENFELD CHAIRMAN, FINANCE COMMITTEE 1.50 X 0 0 0 MARGERY KRAUS CHAIRMAN, GOVER. & NOMINATING COMM. 1.50 X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 ILENA ROS-LEHTINEN DIRECTOR 1.50 X 0 0 0 KENDRICK MEEK DIRECTOR 1.50 X 0 0 0 KIRK FRANCIS DIRECTOR 1.50 X 0 0 0 MICHAEL A ANDREWS DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 THOMAS SPULAK DIRECTOR 1.50 X 0 0 0 W MICHAEL HOUSE DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN PRESIDENT 40.00 X 199129 0 7704 JUSTIN ANDERSEN VP, SALES & OPERATIONS 40.00 X 139668 0 18646 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 136749 0 1732 MIA CHARITY CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 124855 0 7574 JODI MITEVA VP, MARKETING, IT & TRANSPORTATION 40.00 X 115518 0 7465 LINDSAY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 40.00 X 113993 0 15393 1071536 0 66913 7 0 1 0 0 1709784 592708 2302492 TUITION AND FEES 900099 4236140 4236140 ACADEMIC MATERIALS 900099 300700 300700 4536840 138879 138879 5670170 5145265 524905 524905 524905 MISCELLANEOUS 900099 51214 51214 51214 7554330 4536840 0 714998 984900 409455 358834 216611 3755771 2551934 1018203 185634 573925 372180 157476 44269 331274 211980 90765 28529 9995 9995 37920 37920 52541 52541 164696 121846 40350 2500 70933 57762 375 12796 249715 58544 187564 3607 922 528 119 275 426410 323941 80762 21707 192680 192657 23 2096 1846 250 188186 188186 121239 121239 PROGRAM MEALS 176903 176903 OTHER PROGRAM EXPENSES 148750 148750 TRANSFERS AND TOURS 140547 140547 PROGRAM LODGING 102494 102494 106715 29177 76165 1373 7838612 4900544 2420517 517551 21784 24145 776724 1208657 150000 100000 409374 483088 28366 16349 2880645 2358011 2436959 2317815 307330 119144 10131189 6542114 4580 6080 14709992 10857588 2094529 1068005 8310706 5055206 263164 90276 10668399 6213487 X 3677008 4185434 364585 458667 4041593 4644101 14709992 10857588 -284282 886790 0 X 0 1 X 1 0 X 3492819 3798697 3996726 2845183 2302492 16435917 3492819 3798697 3996726 2845183 2302492 16435917 3315446 13120471 83811 104480 187522 222232 138879 736924 21063 20171 27921 8359 51214 128728 17301569 117590714 0.75830 0.74970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7838612 7838612 541931 135483 0 0 1000000 1000000 1000000 541931 3541931 5312897 250000 250000 250000 135483 885483 1328225 287500 45536 3528 3528 333036 287500 6225 6225 287500 287500 10672 10672 287500 179625 107875 287500 179625 3022 3022 179625 0.32390 0.67610 0.00000 0 0 692545 661065 31480 4400 4400 0 1740014 1652350 87664 119144 DEFERRED RENTAL ABATEMENT 90276 90276 X 8388579 886790 886790 7501789 52541 52541 7554330 7786071 0 7786071 52541 52541 7838612 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO ENDOWMENT FUNDS, WHICH PROVIDE INCOME TO FUND FELLOWSHIP AWARDS TO TEACHERS AND STUDENTS AND TO RECOGNIZE TEACHERS FOR EXCELLENCE IN TEACHING. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2021, THE FOUNDATION 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. X X 0 0 0 0 0 0 0 0 0 TIMOTHY DAVIS CHIEF EXECUTIVE OFFICER 241624 0 0 0 0 0 0 0 8399 0 250023 0 0 0 ERIC ADYDAN PRESIDENT 199129 0 0 0 0 0 0 0 7704 0 206833 0 0 0 JUSTIN ANDERSEN VP, SALES & OPERATIONS 127168 0 12500 0 0 0 0 0 18646 0 158314 0 0 0 NARRATIVE ON CORONAVIRUS IMPACT ON PROGRAMMING: THE PANDEMIC CONTINUED TO IMPACT THE REGULAR OPERATIONS AND DISRUPT THE FOUNDATION'S ABILITY TO CONDUCT IN-PERSON PROGRAMS THROUGHOUT FY21. IN RESPONSE TO THE IMPACT OF THE PANDEMIC, THE FOUNDATION CONTINUED TO PROVIDE VIRTUAL LEARNING OPPORTUNITIES, INCLUDING PROGRAMS FOR STUDENTS, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, AND CLASSROOM RESOURCES, TO EXTEND ITS MISSION AND MEET THE NEEDS OF SCHOOLS. AFTER SUSPENDING IN-PERSON PROGRAMS FOR 15 MONTHS DUE TO IMPACT OF THE PANDEMIC, CLOSE UP WELCOMED THE FIRST STUDENTS AND TEACHERS BACK TO WASHINGTON, D.C. FOR IN-PERSON PROGRAMS IN MAY 2021. WE CONTINUE TO MONITOR THE GUIDANCE OF THE CDC AND LOCAL JURISDICTIONS AND LOOK FORWARD TO INCREASED PARTICIPATION ON IN-PERSON PROGRAMS AND SCALING UP OPERATIONS IN THE NEW FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 6/30/17, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE BOARD USES A STUDY OF OFFICER COMPENSATION TO EVALUATE THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. BOTH THE STUDY AND BOARD DETERMINATION ARE REVIEWED BY THE GENERAL COUNSEL. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2017. THE 2017 COMPARATIVE COMPENSATION SURVEY IS STILL VERY RELEVANT AS THE COMPENSATION FOR THE POSITIONS IDENTIFIED HAS NOT SIGNIFICANTLY CHANGED SINCE THEN. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST.