APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC (EIN 04-3331760)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-28
- IRS object ID
- 202210599349300766
- Schema version
- 2020v4.0
- 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 | 2022-02-28T10:53:41-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043331760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETREE INSTITUTE FOR EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | INNOVATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 2025261503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MISSISSIPPI AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J MCCARTHY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2024883990 | PhoneNum |
| Signature | 2022-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MCCARTHY | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2022-02-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM J MCCARTHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MISSISSIPPI AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,965,927 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APPLETREEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE INSTITUTE IS TO PROVIDE THREE AND FOUR YEAR OLDS WITH SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,190,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,991,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,552,609 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,877,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $117,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $80,620 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,860,721 | PYTotalRevenueAmt |
| CY Total Revenue | $16,950,350 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,606 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,188,479 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,364,647 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $122,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $118,065 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $299,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,789,205 | PYOtherExpensesAmt |
| CY Other Expenses | $3,060,590 | CYOtherExpensesAmt |
| PY Total Expenses | $14,109,290 | PYTotalExpensesAmt |
| CY Total Expenses | $14,543,302 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,751,431 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,407,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,323,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,136,365 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,150,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,556,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,173,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,580,223 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE INSTITUTE IS TO PROVIDE THREE AND FOUR YEAR OLDS WITH SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,172,909 | ExpenseAmt |
| Revenue | $10,877,978 | RevenueAmt |
| Desc | ATI IS A WASHINGTON, DC-BASED NONPROFIT COMMITTED TO PROVIDING YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. ATI IS ACHIEVING ITS MISSION IN THREE, RELATED WAYS: "RESEARCH AND INNOVATION" ATI IS A RESEARCH ORGANIZATION THAT SEEKS TO UNDERSTAND AND ADDRESS THE TEACHING AND LEARNING CHALLENGES FACING YOUNG CHILDREN. AS PART OF ITS ONGOING RESEARCH ACTIVITIES, ATI FIRST CREATED IN 2010 A PROPRIETARY, COMPREHENSIVE, AND EVIDENCE-BASED INSTRUCTIONAL MODEL, CALLED EVERY CHILD READY, FOR THREE- AND FOUR-YEAR-OLD CHILDREN. EVERY CHILD READY WAS DEVELOPED WITH SUPPORT FROM A FIVE-YEAR INVESTING IN INNOVATION GRANT FROM THE US DEPARTMENT OF EDUCATION, AS WELL AS WITH FUNDING FROM A NUMBER OF MAJOR PHILANTHROPIES. OVER 20 SCHOOLS IN WASHINGTON, DC, NEW YORK CITY, AND TEXAS NOW USE EVERY CHILD READY OR ITS RELATED PRODUCTS AND SERVICES. ATI IS CONSTANTLY IMPROVING AND REFINING EVERY CHILD READY BASED UPON ITS REAL-WORLD USE IN THESE SCHOOLS AS WELL AS ITS OWN ONGOING RESEARCH AND EVOLVING BEST PRACTICES IN THE FIELD OF EARLY EDUCATION. IN ADDITION, ATI IS A THOUGHT LEADER IN ITS FIELD, WORKING WITH FEDERAL, STATE, AND LOCAL POLICYMAKERS AND ADVOCATES TO UNDERSTAND THE CONDITIONS REQUIRED TO IMPROVE EARLY-EDUCATION OUTCOMES. "DIRECT EDUCATION OF CHILDREN" IN SCHOOL YEAR 2020-2021, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 530 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT PERRY STREET PREPARATORY PUBLIC CHARTER SCHOOL, ACHIEVEMENT PREP CHARTER SCHOOL, ROCKETSHIP RISE PUBLIC CHARTER SCHOOL, ROCKETSHIP LEGACY PUBLIC CHARTER SCHOOL, AND ROCKETSHIP INFINITY COMMUNITY PUBLIC CHARTER SCHOOL. IN SCHOOL YEAR 2021-2022, ATI WILL ALSO MANAGE THE EARLY-EDUCATION CLASSROOMS OF LEARN D.C. PUBLIC CHARTER SCHOOL (AT THE JOINT BASE ANACOSTIA BOLLING) AS WELL AS HARMONY DC PUBLIC CHARTER SCHOOL, BOTH IN WASHINGTON, DC. ALL OF THESE SCHOOLS USE ATI'S EVERY CHILD READY INSTRUCTIONAL MODEL. "SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS" ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO APPROXIMATELY 500 STUDENTS AT THE SIX CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN THE SCHOOL YEAR 2020-2021. ATI ALSO PROVIDES CERTAIN ADMINISTRATIVE SERVICES AND GRANTS AND CONSULTING SERVICES TO AELPCS, AND, IN ADDITION, LEASES AND SUBLEASES FACILITIES TO AELPCS. ATI AND AELPCS ARE RELATED PARTIES AS THEY SHARE COMMON BOARD MEMBERS. ATI'S EXPERT STAFF OF EDUCATORS SUPPORTS OTHER CHARTER SCHOOLS AND COMMUNITY SERVICE ORGANIZATIONS IN WASHINGTON, DC, AS WELL AS THREE CHARTER SCHOOLS IN NEW YORK CITY, ONE IN AUSTIN, TEXAS, AND ONE IN DALLAS, TEXAS. ATI PROVIDES THESE SCHOOLS WITH EVERY CHILD READY CURRICULUM AND RELATED PRODUCTS AND SERVICES. IN 2019 THE US DEPARTMENT OF EDUCATION AWARDED ATI A FIVE-YEAR GRANT TO REPLICATE ITS CHARTER SCHOOL SUCCESS BY HELPING TO OPEN ADDITIONAL EARLY- EDUCATION CHARTER SCHOOLS IN WASHINGTON, DC. AS PREVIOUSLY MENTIONED, TWO OF THOSE ADDITIONAL SCHOOLS - LEARN DC AND HARMONY DC - WILL OPEN FOR SCHOOL YEAR 2021-2022. THE TEXAS EDUCATION AGENCY NOTIFIED ATI IN SPRING 2021 THAT IT HAD WON AN 8 MILLION COMPETITIVE GRANT TO DEVELOP A TEXAS-SPECIFIC VERSION OF EVERY CHILD READY, TO BE USED AS AN OPEN EDUCATION RESOURCE (OER) MADE AVAILABLE FREE-OF-CHARGE TO ALL SCHOOLS IN THE STATE OF TEXAS. COLLECTIVELY ATI AND EVERY CHILD READY ARE NOW SUPPORTING THE EDUCATION OF OVER 2,200 CHILDREN. | Desc |
| Total Program Service Expenses | $12,172,909 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | RITA HACKEL CHAPIN | PersonNm |
| Phone | 2025261503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MISSISSIPPI AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20020 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CELIA V MARTIN | |||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAULA YOUNG SHELTON | |||||||||
| BOARD VICE C | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KATHARINE SAUNDERS | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRIDGET BRADLEY GRAY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN DAVENPORT | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW DOWNS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS FIRTH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARA GLENN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER MCKINNEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SKYLE PEARSON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH SMOLOVER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREA MONTGOMERY - OUTGOING | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM J MCCARTHY | |||||||||
| PRESIDENT AN | 40.00 | Yes (X) | Yes (X) | $254,203 | $0 | $38,626 | |||
| THOMAS KEANE JR - VICE PRESIDENT | |||||||||
| AND GENERAL | 36.50 | Yes (X) | $168,442 | $16,011 | $18,892 | 3.50 | |||
| DWIGHT CRAWFORD - OUTGOING | |||||||||
| COO | 40.00 | Yes (X) | $38,113 | $0 | $6,326 | ||||
| JAMIE MILES | |||||||||
| VICE PRESIDE | 18.00 | Yes (X) | $74,032 | $90,614 | $10,731 | 22.00 | |||
| RITA CHAPIN | |||||||||
| ASSISTANT TR | 33.50 | Yes (X) | $124,728 | $25,049 | $20,082 | 6.50 | |||
| ANNE MALONE ZUMMO - CHIEF OF | |||||||||
| GROWTH AND I | 39.00 | $173,811 | $3,028 | $41,274 | 1.00 | Yes (X) | |||
| CHAVAUGHN BROWN - CHIEF OF | |||||||||
| RESEARCH IN | 38.50 | $154,998 | $6,202 | $13,180 | 1.50 | Yes (X) | |||
| KELLY TRYGSTAD - DIRECTOR OF | |||||||||
| TEACHING & L | 38.50 | $116,655 | $4,513 | $27,312 | 1.50 | Yes (X) | |||
| JOLAINE LANAU-PIERRE | |||||||||
| CONTROLLER | 34.00 | $96,214 | $16,933 | $29,551 | 6.00 | Yes (X) | |||
| ABBY CARLSON - DIRECTOR OF RESEARCH | |||||||||
| AND IMPACT | 39.00 | $108,974 | $3,355 | $34,407 | 1.00 | Yes (X) | |||
| NATASHA PARRILLA - DIRECTOR OF COMS | |||||||||
| & EARLY LEAR | 38.50 | $107,748 | $4,245 | $24,893 | 1.50 | Yes (X) | |||
| GILBERT WANG - DIRECTOR OF | |||||||||
| TECH & OPERA | 39.00 | $108,944 | $2,832 | $12,647 | 1.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,526,862 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $172,782 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDSTAR GEORGETOWN MEDICAL CENTER | |||||
| 3800 RESERVOIR ROAD | WASHINGTON | DC | 20007 | BEHAVIORAL ASSE | $225,000 |
| AMERICAN INSTITUTE FOR RESEARCH | |||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | CURRICULUM | $221,998 |
| THE BRIDGESPAN GROUP INC | |||||
| 2 COPLEY PLACE | BOSTON | MA | 02116 | STRATEGIC PLAN | $200,000 |
| PERDONO LLC | |||||
| 629 5TH STREET NE | WASHINGTON | DC | 20002 | CONSULTING | $163,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,662,482 | GovernmentGrantsAmt |
| All Other Contributions | $3,329,270 | AllOtherContributionsAmt |
| Total Contributions | $5,991,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCHOOL EDUCATION | 900099 | $9,426,264 | $9,426,264 |
| RENTAL INCOME | 532000 | $917,258 | $917,258 |
| CONSULTING | 900099 | $534,456 | $534,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,877,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,197 | TotalRevenueColumnAmt |
| Exclusion | $96,197 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,577 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$15,577 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,577 | TotalRevenueColumnAmt |
| Exclusion | -$15,577 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,950,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,877,978 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $80,620 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,178 | TotalAmt |
| Program Services | $388,411 | ProgramServicesAmt |
| Management And General | $570,531 | ManagementAndGeneralAmt |
| Fundraising | $16,236 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,400,692 | TotalAmt |
| Program Services | $7,407,259 | ProgramServicesAmt |
| Management And General | $880,198 | ManagementAndGeneralAmt |
| Fundraising | $113,235 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,784 | TotalAmt |
| Program Services | $321,742 | ProgramServicesAmt |
| Management And General | $45,405 | ManagementAndGeneralAmt |
| Fundraising | $6,637 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,262 | TotalAmt |
| Program Services | $795,576 | ProgramServicesAmt |
| Management And General | $112,274 | ManagementAndGeneralAmt |
| Fundraising | $16,412 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,731 | TotalAmt |
| Program Services | $599,069 | ProgramServicesAmt |
| Management And General | $79,884 | ManagementAndGeneralAmt |
| Fundraising | $11,778 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,477 | TotalAmt |
| Management And General | $5,477 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,884 | TotalAmt |
| Program Services | $46,740 | ProgramServicesAmt |
| Management And General | $116,144 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,065 | TotalAmt |
| Fundraising | $118,065 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,610 | TotalAmt |
| Program Services | $828,295 | ProgramServicesAmt |
| Management And General | $40,315 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,158 | TotalAmt |
| Program Services | $14,920 | ProgramServicesAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,199 | TotalAmt |
| Program Services | $350,785 | ProgramServicesAmt |
| Management And General | $41,730 | ManagementAndGeneralAmt |
| Fundraising | $2,684 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,096 | TotalAmt |
| Program Services | $16,541 | ProgramServicesAmt |
| Management And General | $30,555 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,782 | TotalAmt |
| Program Services | $796,965 | ProgramServicesAmt |
| Management And General | $22,651 | ManagementAndGeneralAmt |
| Fundraising | $6,166 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,660 | TotalAmt |
| Program Services | $563 | ProgramServicesAmt |
| Management And General | $27,092 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,740 | TotalAmt |
| Program Services | $2,858 | ProgramServicesAmt |
| Management And General | $1,882 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197 | TotalAmt |
| Program Services | $197 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,204 | TotalAmt |
| Program Services | $190,357 | ProgramServicesAmt |
| Management And General | $49,847 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,686 | TotalAmt |
| Program Services | $33,206 | ProgramServicesAmt |
| Management And General | $5,872 | ManagementAndGeneralAmt |
| Fundraising | $608 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT STUDENT COSTS | $231,915 | $231,915 | ||
| SCHOOL SUPPLIES AND TECH | $76,018 | $76,018 | ||
| DUES, FEES & SUBSCRIPTION | $74,631 | $48,377 | $20,140 | $6,114 |
| STAFF TRAINING & DEVELOP | $39,561 | $23,647 | $15,788 | $126 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,772 | TotalAmt |
| Program Services | -$532 | ProgramServicesAmt |
| Management And General | $5,304 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,543,302 | TotalAmt |
| Program Services | $12,172,909 | ProgramServicesAmt |
| Management And General | $2,071,327 | ManagementAndGeneralAmt |
| Fundraising | $299,066 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,184,940 | BOYAmt |
| EOY | $8,478,028 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,476 | BOYAmt |
| EOY | $137,087 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,048 | BOYAmt |
| EOY | $662,830 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,239 | BOYAmt |
| EOY | $911,810 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,094,680 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,460 | BOYAmt |
| EOY | $144,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,480,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $718,516 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,644 | BOYAmt |
| EOY | $762,382 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,428 | BOYAmt |
| EOY | $40,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,323,915 | BOYAmt |
| EOY | $11,136,365 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,399 | BOYAmt |
| EOY | $1,112,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,999 | BOYAmt |
| EOY | $309,663 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,432 | BOYAmt |
| EOY | $942 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,910 | BOYAmt |
| EOY | $133,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,740 | BOYAmt |
| EOY | $1,556,142 | 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 | $6,571,317 | BOYAmt |
| EOY | $8,932,981 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,858 | BOYAmt |
| EOY | $647,242 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,173,175 | BOYAmt |
| EOY | $9,580,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,323,915 | BOYAmt |
| EOY | $11,136,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,407,048 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $2,940,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,296,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,151,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,190,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,991,752 | CurrentTaxYearAmt |
| Total | $20,570,467 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,940,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,296,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,151,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,190,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,991,752 | CurrentTaxYearAmt |
| Total | $20,570,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,401,681 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,168,786 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,197 | CurrentTaxYearAmt |
| Total | $333,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,904,232 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,707,580 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72290 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,300 | OtherCostOrOtherBasisAmt |
| Book Value | $450,300 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,681 | DepreciationAmt |
| Book Value | $8,340 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $992,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $688,835 | DepreciationAmt |
| Book Value | $303,742 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $762,382 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $123,803 |
| DEPOSIT | $8,000 |
| DEFERRED RENT | $1,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $133,398 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,950,392 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $42 | OtherRevenueAmt |
| Revenue Not Reported | $42 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,950,350 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $16,950,350 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,582,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,410 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,543,302 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,543,302 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ATI'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ATI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2017 THROUGH 2019 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH ATI FILES TAX RETURNS. IT IS ATI'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2021, ATI HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EAGER TO READ - REVENUE 42 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EAGER TO READ EXPENSES 39,410 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| PERDONO LLC | |||||||
| 629 5TH STREET NE | WASHINGTON | DC | 20002 | FUNDRAISE | false | $63,065 | $63,065 |
| MUSANTE STRATEGIES LLC | |||||||
| 808 CONSTITUTION AVENUE NE | WASHINGTON | DC | 20002 | FUNDRAISE | false | $55,000 | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $118,065 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $118,065 | TotalRetainedByContractorsAmt |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|
| WILLIAM J MCCARTHY | |||||
| PRESIDENT AND CEO | $254,203 | $38,626 | $292,829 | ||
| THOMAS KEANE JR - VICE PRESIDENT | |||||
| AND GENERAL COUNSEL | $168,442 | $18,892 | $187,334 | $16,011 | $16,011 |
| JAMIE MILES | |||||
| VICE PRESIDENT | $74,032 | $10,731 | $84,763 | $90,614 | $90,614 |
| RITA CHAPIN | |||||
| ASSISTANT TREASURER | $124,728 | $20,082 | $144,810 | $25,049 | $25,049 |
| ANNE MALONE ZUMMO - CHIEF OF | |||||
| GROWTH AND IMPACT | $173,811 | $41,274 | $215,085 | $3,028 | $3,028 |
| CHAVAUGHN BROWN - CHIEF OF | |||||
| RESEARCH INNOVATION | $154,998 | $13,180 | $168,178 | $6,202 | $6,202 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS CONSIST OF BOARD MEMBERS |
| FORM 990, PAGE 2, PART III, LINE 4A | ATI IS A WASHINGTON, DC-BASED NONPROFIT COMMITTED TO PROVIDING YOUNG CHILDREN WITH THE SOCIAL, EMOTIONAL, AND COGNITIVE FOUNDATIONS THEY NEED TO THRIVE IN KINDERGARTEN AND BEYOND. ATI IS ACHIEVING ITS MISSION IN THREE, RELATED WAYS: "RESEARCH AND INNOVATION" ATI IS A RESEARCH ORGANIZATION THAT SEEKS TO UNDERSTAND AND ADDRESS THE TEACHING AND LEARNING CHALLENGES FACING YOUNG CHILDREN. AS PART OF ITS ONGOING RESEARCH ACTIVITIES, ATI FIRST CREATED IN 2010 A PROPRIETARY, COMPREHENSIVE, AND EVIDENCE-BASED INSTRUCTIONAL MODEL, CALLED EVERY CHILD READY, FOR THREE- AND FOUR-YEAR-OLD CHILDREN. EVERY CHILD READY WAS DEVELOPED WITH SUPPORT FROM A FIVE-YEAR INVESTING IN INNOVATION GRANT FROM THE US DEPARTMENT OF EDUCATION, AS WELL AS WITH FUNDING FROM A NUMBER OF MAJOR PHILANTHROPIES. OVER 20 SCHOOLS IN WASHINGTON, DC, NEW YORK CITY, AND TEXAS NOW USE EVERY CHILD READY OR ITS RELATED PRODUCTS AND SERVICES. ATI IS CONSTANTLY IMPROVING AND REFINING EVERY CHILD READY BASED UPON ITS REAL-WORLD USE IN THESE SCHOOLS AS WELL AS ITS OWN ONGOING RESEARCH AND EVOLVING BEST PRACTICES IN THE FIELD OF EARLY EDUCATION. IN ADDITION, ATI IS A THOUGHT LEADER IN ITS FIELD, WORKING WITH FEDERAL, STATE, AND LOCAL POLICYMAKERS AND ADVOCATES TO UNDERSTAND THE CONDITIONS REQUIRED TO IMPROVE EARLY-EDUCATION OUTCOMES. "DIRECT EDUCATION OF CHILDREN" IN SCHOOL YEAR 2020-2021, ATI PROVIDED FULL-SCHOOL MANAGEMENT FOR APPROXIMATELY 530 THREE- AND FOUR-YEAR-OLD STUDENTS IN WASHINGTON, DC, AT PERRY STREET PREPARATORY PUBLIC CHARTER SCHOOL, ACHIEVEMENT PREP CHARTER SCHOOL, ROCKETSHIP RISE PUBLIC CHARTER SCHOOL, ROCKETSHIP LEGACY PUBLIC CHARTER SCHOOL, AND ROCKETSHIP INFINITY COMMUNITY PUBLIC CHARTER SCHOOL. IN SCHOOL YEAR 2021-2022, ATI WILL ALSO MANAGE THE EARLY-EDUCATION CLASSROOMS OF LEARN D.C. PUBLIC CHARTER SCHOOL (AT THE JOINT BASE ANACOSTIA BOLLING) AS WELL AS HARMONY DC PUBLIC CHARTER SCHOOL, BOTH IN WASHINGTON, DC. ALL OF THESE SCHOOLS USE ATI'S EVERY CHILD READY INSTRUCTIONAL MODEL. "SUPPORT FOR OTHER EARLY-EDUCATION SCHOOLS" ATI PROVIDED THE EVERY CHILD READY INSTRUCTIONAL MODEL TO APPROXIMATELY 500 STUDENTS AT THE SIX CAMPUSES OF APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL (AELPCS) IN THE SCHOOL YEAR 2020-2021. ATI ALSO PROVIDES CERTAIN ADMINISTRATIVE SERVICES AND GRANTS AND CONSULTING SERVICES TO AELPCS, AND, IN ADDITION, LEASES AND SUBLEASES FACILITIES TO AELPCS. ATI AND AELPCS ARE RELATED PARTIES AS THEY SHARE COMMON BOARD MEMBERS. ATI'S EXPERT STAFF OF EDUCATORS SUPPORTS OTHER CHARTER SCHOOLS AND COMMUNITY SERVICE ORGANIZATIONS IN WASHINGTON, DC, AS WELL AS THREE CHARTER SCHOOLS IN NEW YORK CITY, ONE IN AUSTIN, TEXAS, AND ONE IN DALLAS, TEXAS. ATI PROVIDES THESE SCHOOLS WITH EVERY CHILD READY CURRICULUM AND RELATED PRODUCTS AND SERVICES. IN 2019 THE US DEPARTMENT OF EDUCATION AWARDED ATI A FIVE-YEAR GRANT TO REPLICATE ITS CHARTER SCHOOL SUCCESS BY HELPING TO OPEN ADDITIONAL EARLY- EDUCATION CHARTER SCHOOLS IN WASHINGTON, DC. AS PREVIOUSLY MENTIONED, TWO OF THOSE ADDITIONAL SCHOOLS - LEARN DC AND HARMONY DC - WILL OPEN FOR SCHOOL YEAR 2021-2022. THE TEXAS EDUCATION AGENCY NOTIFIED ATI IN SPRING 2021 THAT IT HAD WON AN 8 MILLION COMPETITIVE GRANT TO DEVELOP A TEXAS-SPECIFIC VERSION OF EVERY CHILD READY, TO BE USED AS AN OPEN EDUCATION RESOURCE (OER) MADE AVAILABLE FREE-OF-CHARGE TO ALL SCHOOLS IN THE STATE OF TEXAS. COLLECTIVELY ATI AND EVERY CHILD READY ARE NOW SUPPORTING THE EDUCATION OF OVER 2,200 CHILDREN. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CHIEF OPERATING OFFICER REVIEWS THE DRAFT FORM 990 INFORMATION TAX RETURN, AS PREPARED BY THE ACCOUNTANTS/AUDITORS. ONCE REVIEWED, THE 990 TAX RETURN IS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND THEY RECOMMEND IT TO THE FULL BOARD OF DIRECTORS FOR ACCEPTANCE. ONCE APPROVED BY THE FULL BOARD, THE 990 TAX RETURN IS EXECUTED BY THE PRESIDENT AND CEO. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS CONSTANTLY MONITORED BY ADMINISTRATION PERSONNEL AND THE BOARD OF DIRECTORS THROUGH REVIEW AND APPROVAL PROCEDURES. ANNUALLY BOARD MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS OR CIRCUMSTANCES WHICH THE BOARD OR STAFF MEMBER BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. PROCEDURES; A.PRIOR TO BOARD ACTION ON A CONTRACT OR OTHER TRANSACTION INVOLVING A CONFLICT OF INTEREST, A BOARD MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURES SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. B.A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE DECISION EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. C.THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION. D.STAFF MEMBERS WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD ACTION SHALL DISCLOSE TO THE BOARD CHAIR ANY SUCH CONFLICT OF INTEREST. THAT STAFF MEMBER SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE SCHOOL'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO THE BOARD CHAIR. NO BOARD MEMBER OR ANY MEMBER OF HIS/HER FAMILY SHOULD HAVE ANY BENEFICIAL INTEREST IN, OR SUBSTANTIAL OBLIGATION TO ANY APPLETREE INSTITUTE FOR EDUCATION SUPPLIER OF GOODS OR SERVICES OR ANY OTHER ORGANIZATION THAT IS ENGAGED IN DOING BUSINESS WITH OR SERVING APPLETREE INSTITUTE FOR EDUCATION UNLESS IT HAS BEEN DETERMINED BY THE BOARD, ON THE BASIS OF FULL DISCLOSURE OF FACTS, THAT SUCH INTEREST DOES NOT GIVE RISE TO A CONFLICT OF INTEREST |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING COMPARABILITY DATA AND THEY CONTEMPORANEOUSLY DOCUMENT THE DELIBERATION AND THE DECISION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FORM 990 IS MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE 990 INFORMATION TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETREE EARLY LEARNING PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | CHARTER SCHOOL | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MISSISSIPPI AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201302458 | EIN |
| Primary Activities | CH SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| APPLETREE EARLY LEARNING PUBLIC | |||
| CHARTER SCHOOL | E | $3,535,000 | BOOK VALUE |
| APPLETREE EARLY LEARNING PUBLIC | |||
| CHARTER SCHOOL | J | $868,909 | BOOK VALUE |
| APPLETREE EARLY LEARNING PUBLIC | |||
| CHARTER SCHOOL | L | $77,500 | BOOK VALUE |
| APPLETREE EARLY (ATI PAID TO AEL) | |||
| CHARTER SCHOOL | O | $1,515,488 | BOOK VALUE |
| APPLETREE EARLY (AEL PAID ATI) | |||
| CHARTER SCHOOL | O | $442,950 | BOOK VALUE |
| APPLETREE EARLY LEARNING PUBLIC | |||
| CHARTER SCHOOL | Q | $247,276 | BOOK VALUE |
| APPLETREE EARLY LEARNING PUBLIC | |||
| CHARTER SCHOOL | S | $96,146 | BOOK VALUE |
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