EARN TO LEARN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EARN TO LEARN (EIN 26-1151754)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202541339349309009
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T17:07:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480573184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIER CARR & MONROE LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 E BROADWAY BLVD SUITE 501 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261151754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVE THE SOLUTION DBA EARN TO LEARN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVE | BusinessNameControlTxt |
| Phone | 5202607379 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 N ORACLE ROAD STE 326 106 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE L HOFFMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5202607379 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M VOS CPACFE | PreparerPersonNm |
| PTIN | P01709931 | PTIN |
| Phone | 5206248229 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARN TO LEARN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLIE TERHUNE NEELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 N ORACLE ROAD STE 326 106 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,506,219 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EARNTOLEARN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS EMPOWERING STUDENTS TO ACHIEVE THEIR GOALS AND BE WORKFORCE READY WITH LITTLE TO NO STUDENT DEBT. WE ACCOMPLISH THIS MISSION THROUGH AN INNOVATIVE, FOUR-PILLAR APPROACH TO FINANCIAL PREPARATION INCLUDING:- MATCHED SAVINGS SCHOLARSHIPS: STUDENT SAVINGS ARE MATCHED 8:1 THROUGH A PUBLIC-PRIVATE FUNDING MODEL PROVIDING UP TO $4,500 IN FUNDING PER ACADEMIC YEAR.- SUCCESS COACHING & ADVISING: ASSIST IN COMPLETING APPLICATIONS FOR ADMISSIONS AND FINANCIAL AID, TROUBLESHOOTING OBSTACLES, AND NAVIGATING UNIVERSITY SERVICES.- FINANCIAL EDUCATION: PERSONAL FINANCE TRAINING INTRODUCES STUDENTS TO BEST PRACTICES IN PERSONAL FINANCE, FINANCIAL LITERACY, AND COMMITTING TO A LIFETIME OF SAVING HELPING REDUCE STUDENT LOAN DEBT AND PREPARE FOR A HEALTHY FINANCIAL LIFE. WORKFORCE READINESS STUDENTS DEVELOP THE SKILLS EMPLOYERS SEEK WHEN HIRING, INCLUDING CRITICAL THINKING, PLANNING, LEADERSHIP, AND TEAMWORK. WE ALSO PROVIDE TRAINING SUCH AS RESUME WRITING AND INTERVIEWING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,157,826 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,475,285 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,139 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,162 | PYOtherRevenueAmt |
| CY Other Revenue | $2,142 | CYOtherRevenueAmt |
| PY Total Revenue | $6,169,127 | PYTotalRevenueAmt |
| CY Total Revenue | $3,506,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $988,946 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,248,172 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,894,402 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,406,108 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $336,382 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $616,749 | PYOtherExpensesAmt |
| CY Other Expenses | $610,066 | CYOtherExpensesAmt |
| PY Total Expenses | $3,500,097 | PYTotalExpensesAmt |
| CY Total Expenses | $4,264,346 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,669,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$758,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,427,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,244,955 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $738,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,313,519 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,689,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,931,436 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EARN TO LEARN'S MISSION IS "EMPOWERING STUDENTS TO ACHIEVE THEIR GOALS AND BE WORKFORCE READY WITH LITTLE TO NO STUDENT DEBT". | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,631,677 | ExpenseAmt |
| Grant | $1,248,172 | GrantAmt |
| Desc | OVERVIEW:A NATIONAL, INNOVATIVE APPROACH TO FINANCIAL AID IS NEEDED TO INCREASE POST-SECONDARY EDUCATIONAL ACCESS AND COMPLETION, ESPECIALLY FOR STUDENTS FROM LOWER SOCIO-ECONOMIC BACKGROUNDS. A REDUCED BORROWING INITIATIVE IS CRITICAL CONSIDERING THE TREMENDOUS GROWTH IN NATIONAL DEBT RELATED TO HIGHER EDUCATION BORROWING.ESTABLISHED IN 2013, EARN TO LEARN OPERATES THE LARGEST AND MOST SUCCESSFUL MATCHED-SAVINGS SCHOLARSHIP PROGRAM IN THE COUNTRY. IT COMBINES STUDENT SAVINGS WITH SCHOLARSHIPS, FINANCIAL EDUCATION AND COLLEGE SUCCESS COACHING TO HELP LOW TO MODERATE INCOME AND UNDERREPRESENTED STUDENTS OBTAIN A COLLEGE EDUCATION AND GRADUATE READY TO ENTER THE WORKFORCE WITH LITTLE OR NO STUDENT LOAN DEBT. STUDENTS AND THEIR FAMILIES WHO INCOME-QUALIFY, DEPOSIT $500 INTO A SAVINGS ACCOUNT EACH YEAR, WHICH IS THEN MATCHED 8:1 THROUGH A PUBLIC PRIVATE FUNDING MODEL WHICH BRINGS THE TOTAL AVAILABLE FUNDS PER STUDENT TO $4,500 PER ACADEMIC YEAR TO FURTHER OFFSET THE COST OF ATTENDANCE AND ADDRESS ANY UNMET NEED.THE HOLISTIC APPROACH IS ALREADY SHOWING PROMISING RESULTS. DATA DEMONSTRATES EARN TO LEARN'S FIRST-YEAR RETENTION RATE APPROACHING 90%. OVER HALF OF EARN TO LEARN STUDENTS ARE FIRST-GENERATION COLLEGE STUDENTS, WHO OFTEN HAVE DIFFICULTY FINANCING COLLEGE WHILE ALSO BALANCING THE CHALLENGES OF DAILY LIFE. EARN TO LEARN CAN BE THE DIFFERENCE BETWEEN DROPPING OUT AND EARNING A DEGREE WHICH MAY ALTER THE COURSE OF THEIR LIVES. STUDENTS ARE SUPPORTED IN GRADUATING FROM COLLEGE AT RATES WELL ABOVE THE NATIONAL AVERAGE, WITH NEARLY HALF OF THESE GRADUATES AVOIDING ANY STUDENT LOAN DEBT. THOSE WHO DO BORROW ARE EXPECTED TO CARRY MUCH LESS DEBT THAN OTHER BORROWERS. EARN TO LEARN CHANGES LIVES AND OPENS THE DOORS OF HIGHER EDUCATION TO THOSE WHO MAY NOT OTHERWISE HAVE CONSIDERED THAT THEY TOO COULD SHARE THE AMERICAN DREAM OF ACHIEVING ADVANCED EDUCATIONAL ATTAINMENT.BACKGROUND:ARIZONA IS THE FIRST STATE IN THE COUNTRY TO IMPLEMENT A PROGRAM LIKE EARN TO LEARN TO SUPPORT STUDENTS WITH MATCHED COLLEGE SAVINGS.EARN TO LEARN IS CURRENTLY PARTNERED IN ARIZONA WITH ARIZONA STATE UNIVERSITY, NORTHERN ARIZONA UNIVERSITY, UNIVERSITY OF ARIZONA, MARICOPA COMMUNITY COLLEGE DISTRICT, PIMA COMMUNITY COLLEGE, CENTRAL ARIZONA COLLEGE, YAVAPAI COMMUNITY COLLEGE, COSHISE COMMUNITY COLLEGE, COCONINO COMMUNITY COLLEGE, AND MOHAVE COMMUNITY COLLEGE.DURING THE LAST SCHOOL YEAR, EARN TO LEARN EXPANDED TO 5 ADDITIONAL STATES, INCLUDING: MICHIGAN, NEVADA, COLORADO, VIRGINIA, AND OKLAHOMA. BETWEEN THE 6 STATES EARN TO LEARN SUPPORTS STUDENTS AT 21 DIFFERENT INSTITUTIONS.EARN TO LEARN IS BASED ON A PUBLIC PRIVATE FUNDING MODEL WITH A 60/40 SPLIT WHICH LAUNCHED IN THE 2019/2020 ACADEMIC YEAR.EARN TO LEARN MAY BE CONSIDERED A SUPPLEMENT TO THE FEDERAL PELL GRANT PROGRAM - HELPING STUDENTS TO FURTHER OFFSET EDUCATIONAL RELATED EXPENSES, EFFECTIVELY PICKING UP WHERE PELL IS FALLING SHORT. THE PURCHASING POWER OF FEDERAL PELL GRANTS HAS FALLEN PRECIPITOUSLY OVER THE YEARS.PROGRAM SUCCESS:EARN TO LEARN HAS A PROVEN TRACK RECORD OF SUCCESS, OPERATING FOR OVER A DECADE IN ARIZONA TO PROVIDE STUDENTS WITH MATCHED-SAVINGS SCHOLARSHIPS AND COMPREHENSIVE SUPPORT SERVICES.OUR PROGRAM CONSISTENTLY OUTPERFORMS NATIONA AVERAGES FOR PELL-ELIGIBLE STUDENTS. FOR INSTANCE, EARN TO LEARN BOASTS A SIX-YEAR GRADUATION RATE OF 80%, COMPARED TO THE NATIONAL AVERAGE OF 62%. ADDIONALLY, THE FIRST-YEAR RETENTION RATE STANDS AT 90%, WELL ABOVE THE NATIONAL AVERAGE OF 77%. THIS SUCCESS HAS NOT GONE UNNOTICED; IT HAS LED TO THE INTRODUCTION OF THE EARN TO LEARN ACT IN CONGRESS, WHICH IF PASSED, COULD PROVIDE A LONG-TERM FUNDING SOLUTION FOR THE PROGRAMSUCCESS METRICS:EARN TO LEARN USES AN ELECTRONIC MANAGEMENT SYSTEM TO TRACK, MONITOR, AND REPORT STUDENT OUTCOMES. THIS CENTRALIZED DATA MANAGEMENT SYSTEM ENABLES US TO MEASURE AND EVALUATE FUNDING SOURCES, MONITOR PARTICIPANT ACTIVITY AND SAVINGS, TRACK SERVICES AND REFERRALS PROVIDED TO PARTICIPANTS, AND IDENTIFY CHARACTERISTICS OF PARTICIPANTS WHO SUCCESSFULLY COMPLETE THE PROGRAM. EARN TO LEARN TRACKS AND MONITORS PARTICPANT DEMOGRAPHIC DATA, NUMBER OF HOURS OF PERSONAL FINANCE TRAINING, RECRUITMENT AND RETENTION RATES, ACADEMIC PERFORMANCE, ENCOUNTERS WITH PROGRAM STAFF, SERVICES/REFERRALS RECEIVED, AND COMPLIANCE WITH PROGRAM REQUIREMENTS. EARN TO LEARN UTILZES NATIONAL STUDENT CLEARINGHOUSE DATA TO VERIFY STUDENT ENROLLMENT, RETENTION AND COMPLETION DATA.EARN TO LEARN MEASURES OUR IMPACT THROUGH SEVERAL KEY METRICS, INCLUDING BUT NOT LIMITED TO: EARN TO LEARN STUDENTS HAVE INVESTED OVER $3.8M IN THEIR EDUCATION AND HAVE EARNED AN ADDITIONAL $31M IN ADDITIONAL GRANT AID THROUGH THE PROGRAM'S 8:1 MATCH.EARN TO LEARN HAS PROVIDED NEARLY 39,000 HOURS OF PERSONAL FINANCE TRAINING TO APPROXIMATELY 6,200 STUDENTS IN ARIZONA. PERSONAL FINANCE TRAINING IS A PREREQUISITE TO APPLY TO THE PROGRAM.EARN TO LEARN'S PROJECTED 6-YEAR GRADUATION RATE APPEARS TO BE APPROACHING 80%. AS A POINT OF COMPARISON, THE NATIONAL 6-YEAR GRADUATION RATE FOR THE PELL ELIGIBLE TARGET POPULATION IS LESS THAN 40% ACCORDING TO REPORTS FROM THE DEPARTMENT OF EDUCATION. STUDENT DEMOGRAPHICS: 63% OF EARN TO LEARN STUDENTS ARE FIRST G ENERATION COLLEGE STUDENTS; 72% PURSUE STEM MAJORS; 84% ARE MINORITY STUDENTS.NATIONAL INTEREST:EARN TO LEARN HAS SUCCESSFULLY EXPANDED ITS PROGRAM INTO VIRGNIA, MICHIGAN, OKLAHOMA, NEVADA, AND COLORADO IN 2024. THE ORGANIZATION HAS ESTABLISHED OFFICIAL PARTNERSHIPS FORMALIZED THROUGH SIGNED MOUS, WITH FOUR EDUCATIONAL INSTITUTIONS IN THESE STATES: WESTERN COLORADO UNIVERSITY, WESTERN GOVERNORS UNIVERSITY, FRONTRANGE COMMUNITY COLLEGE FOUNDATION, AND NEVADA STATE UNIVERSITY.EARN TO LEARN ANTICIPATES THIS MOMENTUM WILL CONTINUE INTO THE NEXT YEAR, WITH PLANS TO EXPAND INTO AT LEAST THREE MORE STATES AND CONTINUE ESTABLISHING NEW EDUCATIONAL PARTNERSHIPS IN THE CURRENTLY PARTNERED STATES BY FALL 2025. THE SUCCESS OF OUR PROGRAM HAS SPARKED INTEREST FROM OVER 25 STATES I REPLICATING THE EARN TO LEARN MODEL, INCLUDING GEORGIA, NORTH CAROLINA, PENNSYLVANIA, AND MANY MORE.THE EARN TO LEARN ACT, FEDERAL LEGISLATION INTRODUCED BY U.S. SENATORS MITT ROMNEY (R-UT) AND KYRSTEN SINEMA (D-AZ) IN APRIL 2021. A BIPARTISAN COMPANION BILL IN THE U.S. HOUSE WAS INTRODUCED BY CONGRESSWOMAN SUSIE LEE (D-NV) AND CONGRESSMAN DAVID SCHWEIKERT (R-AZ) IN JUNE 2021. THE EARN TO LEARN ACT WOULD CREATE A FEDERALLY FUNDED PROGRAM HOUSED IN THE DEPARTMENT OF EDUCATION SUPPORTING APPROXIMATELY 250,000 SCHOLARSHIP OPPORTUNITIES ACROSS THE UNITED STATES"KEY DEFINITION: EARN TO LEARN'S FIRST-YEAR RETENTION RATE - A KEYFIRST YEAR RETENTION RATE: IS THE PERCENTAGE OF AWARDED SAVERS WHO STARTED AT THE EDUCATIONAL INSTITUTION IN ONE ACADEMIC YEAR AND RETURNED TO ENROLL IN COURSES AT THE SAME EDUCATIONAL INSTITUTION IN THE NEXT CONSECUTIVE ACADEMIC YEAR. | Desc |
| Total Program Service Expenses | $3,631,677 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 113 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE L HOFFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5202607369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 NORTH ORACLE RD SUITE 326 106 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ELIZABETH PARSONS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARLA MORALES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIRANDA YOUSIF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE COUSER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHAREE HURTS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARTURO PEREZ | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLIE TERHUNE NEELY | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRY NAY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BALU NATARAJAN | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHERINE L HOFFMAN | ||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | $234,475 | $0 | $15,885 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,475 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,885 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELAY SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 885 WOODSTOCK ROAD | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MARKETNIG AND MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $140,249 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,000 | FundraisingAmt |
| Government Grants | $847,959 | GovernmentGrantsAmt |
| All Other Contributions | $2,622,326 | AllOtherContributionsAmt |
| Total Contributions | $3,475,285 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,792 | TotalRevenueColumnAmt |
| Exclusion | $28,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 901101 | BusinessCd |
| Total Revenue Column | $2,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,142 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,142 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,506,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,142 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,792 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,172 | TotalAmt |
| Program Services | $1,248,172 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,417 | TotalAmt |
| Program Services | $187,932 | ProgramServicesAmt |
| Management And General | $17,042 | ManagementAndGeneralAmt |
| Fundraising | $29,443 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,908,676 | TotalAmt |
| Program Services | $1,530,187 | ProgramServicesAmt |
| Management And General | $138,760 | ManagementAndGeneralAmt |
| Fundraising | $239,729 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,065 | TotalAmt |
| Program Services | $88,472 | ProgramServicesAmt |
| Management And General | $6,083 | ManagementAndGeneralAmt |
| Fundraising | $11,510 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,950 | TotalAmt |
| Program Services | $130,916 | ProgramServicesAmt |
| Management And General | $9,001 | ManagementAndGeneralAmt |
| Fundraising | $17,033 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
| Program Services | $25,397 | ProgramServicesAmt |
| Management And General | $35,793 | ManagementAndGeneralAmt |
| Fundraising | $810 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,233 | TotalAmt |
| Program Services | $190,334 | ProgramServicesAmt |
| Management And General | $6,240 | ManagementAndGeneralAmt |
| Fundraising | $11,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,836 | TotalAmt |
| Program Services | $12,830 | ProgramServicesAmt |
| Management And General | $1,335 | ManagementAndGeneralAmt |
| Fundraising | $671 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,862 | TotalAmt |
| Program Services | $43,989 | ProgramServicesAmt |
| Management And General | $14,829 | ManagementAndGeneralAmt |
| Fundraising | $11,044 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,336 | TotalAmt |
| Program Services | $87,860 | ProgramServicesAmt |
| Management And General | $47,185 | ManagementAndGeneralAmt |
| Fundraising | $6,291 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,248 | TotalAmt |
| Program Services | $56,136 | ProgramServicesAmt |
| Management And General | $5,112 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,315 | TotalAmt |
| Program Services | $18,287 | ProgramServicesAmt |
| Management And General | $2,028 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $25,591 | $6,020 | $12,879 | $6,692 |
| EMPLOYEE RELATED | $5,145 | $5,145 | ||
| SUBCONTRACTED SERVICES | $1,500 | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,264,346 | TotalAmt |
| Program Services | $3,631,677 | ProgramServicesAmt |
| Management And General | $296,287 | ManagementAndGeneralAmt |
| Fundraising | $336,382 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,558 | BOYAmt |
| EOY | $2,181,862 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,471 | BOYAmt |
| EOY | $262,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,475,784 | BOYAmt |
| EOY | $1,800,199 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,427,813 | BOYAmt |
| EOY | $4,244,955 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,250 | BOYAmt |
| EOY | $1,313,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,250 | BOYAmt |
| EOY | $1,313,519 | 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 | $956,714 | BOYAmt |
| EOY | $88,089 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,849 | BOYAmt |
| EOY | $2,843,347 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,689,563 | BOYAmt |
| EOY | $2,931,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,427,813 | BOYAmt |
| EOY | $4,244,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$758,127 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $2,469,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,450,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,206,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,157,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,475,286 | CurrentTaxYearAmt |
| Total | $17,759,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,469,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,450,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,206,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,157,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,475,286 | CurrentTaxYearAmt |
| Total | $17,759,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,558,680 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,200,895 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,934 | CurrentTaxYearAmt |
| Total | $69,446 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,829,021 | TotalSupportAmt |
| Public Support CY170 | 0.74040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,506,219 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,506,219 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,506,219 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,264,346 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,264,346 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,264,346 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EARN TO LEARN IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). HOWEVER, NET INCOME FROM ADVERTISING ACTIVITIES NOT DIRECTLY RELATED TO EARN TO LEARNS'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO INCOME TAX EXPENSE FOR SUCH UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. EARN TO LEARN IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE IRC. EARN TO LEARN'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2023, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. IN ADDITION, MANAGEMENT IS NOT AWARE OF ANY MATTERS WHICH WOULD CAUSE EARN TO LEARN TO LOSE ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MATCHING GRANT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 667 | RecipientCnt |
| Cash Grant | $1,248,172 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990 SCH I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS LISTS OF ELIGIBLE STUDENTS WHICH ARE SHARED WITH ITS EDUCATIONAL PARTNERS. EARN TO LEARN CONFIRMS ELIGIBILITY BASED ON STUDENT SAVINGS ACCOUNT BALANCES AND COMPLETION OF PROGRAM REQUIREMENTS WHILE THE EDUCATIONAL PARTNER CONFIRMS ELIGIBILITY BASED ON ADMISSION AND FINANCIAL AID REQUIREMENTS. A RECONCILIATION IS PERFORMED AFTER GRANTS ARE MADE TO CONFIRM ALL RECEPIENTS WERE ELIGIBILE. | 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 | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE L HOFFMAN | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $181,887 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $52,588 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,885 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $250,360 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY RECEIVES A COMPLETED 990 FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EVERY BOARD MEMBER IS ASKED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT AS WELL AS COMPLETE A FORM WHICH DISCLOSES CERTAIN PERSONAL AND BUSINESS RELATIONSHIPS. PERIODICALLY, BOARD MEMBERS ARE ALSO VERBALLY REMINDED TO DISCLOSE ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR TOP OFFICIALS, INCLUDING THE CHIEF EXECUTIVE OFFICER, IS APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES COMPENSATION TO COMPARABLE POSITIONS IN THE AREA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
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