2022-06-23T16:12:20-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 JODI GRANT EXECUTIVE DIRECTOR 2023472030 2022-06-23 1 JODI GRANT 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JODI GRANT 1101 14TH STREET NW 700 WASHINGTON DC 20005 6575006 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 17 17 25 17 0 0 4937891 6269398 0 0 207410 245321 2839 8149 5148140 6522868 267000 215000 0 0 2395404 2542516 0 0 64231 2522577 2479722 5184981 5237238 -36841 1285630 11027173 11996639 2809982 2434273 8217191 9562366 X TO ENGAGE PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN QUALITY AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. 0 0 3218285 215000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL AND SUMMER LEARNING FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL AND SUMMER LEARNING PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL AND SUMMER LEARNING DEVELOPMENTS. TRAINING AFTERSCHOOL AND SUMMER LEARNING SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVEVLOPING MATERIALS FOR THE AFTERSCHOOL AND SUMMER LEARNING FIELDS IN THESE AREAS. 714696 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL AND SUMMER LEARNING PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 765445 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL METERIALS ON THE AFTERSHCOOL AND SUMMER LEARNING ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENT RELATED TO AFTERSCHOOL AND SUMMER LEARNING PROGRAMS. 109172 AMBASSADORS 61612 LOBBYING 1723 CHALLENGE 172507 4870933 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X IRINA ZABELLO 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 TERRY PETERSON CO-CHAIR 1.00 X X 0 0 0 LISA LUCHETA CO-CHAIR 1.00 X X 0 0 0 JEAN MARGARET SMITH SECRETARY 1.00 X X 0 0 0 DR REINALDO LLANO TREASURER 1.00 X X 0 0 0 STACEY GILLIS WEBER DIRECTOR 1.00 X 0 0 0 THE HONORABLE DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 THE HONORABLE KARL DEAN DIRECTOR 1.00 X 0 0 0 BARRY FORD DIRECTOR 1.00 X 0 0 0 DR LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARCUS GOODWIN DIRECTOR 1.00 X 0 0 0 TIM HWANG DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 HEATHER NESLE DIRECTOR 1.00 X 0 0 0 GERARD ROBINSON DIRECTOR 1.00 X 0 0 0 LETICIA MEDEROS DIRECTOR 1.00 X 0 0 0 STANLEY PORTER DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 267105 0 30876 IRINA ZABELLO SR VP FINANCE & ADMIN 40.00 X 133942 0 3855 JENNIFER RINEHART SR VP STRATEGY & PROGRS 40.00 X 222813 0 6191 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 40.00 X 217573 0 6207 ERIK PETERSON SR VP POLICY 40.00 X 167600 0 17078 NIKKI YAMASHIRO VP RESEARCH 40.00 X 116162 0 9564 ALEXIS STEINES VP FIELD OUTREACH 40.00 X 115119 0 8660 1240314 0 82431 7 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS & MEDIA 648921 PR SOLUTIONS INC 1625 K STREET NW STE 1250 WASHINGTON DC 20006 COMMUNICATIONS & MEDIA 278488 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 46204 POLICY CONSULTING 144000 3 7342 542239 5719817 6269398 96648 96648 225 225 200811 52138 148673 148673 148673 MISCELLANEOUS 900099 7924 7924 7924 6522868 0 0 253470 X 215000 215000 435777 382554 42906 10317 1819381 1639510 160866 19005 39923 35301 4023 599 93932 82530 10088 1314 153503 135507 15377 2619 262 232 24 6 54271 48454 5137 680 50000 50000 11790 11790 1285755 1268092 1646 16017 12289 11214 644 431 152628 135624 14122 2882 131384 125592 3499 2293 210308 188811 18538 2959 1004 1004 10239 6226 3739 274 5705 3760 1166 779 25421 22637 2427 357 6161 5500 572 89 STIPENDS AND AWARDS 367701 367701 PROGRAM FIELD FUNDS 121043 120793 250 DUES AND SUBSCRIPTIONS 10006 9853 153 PAYROLL PROCESSING FEES 7843 5169 1603 1071 15912 9869 3657 2386 5237238 4870933 302074 64231 39853 55620 5564360 6340885 664045 702000 82364 52639 60352 70254 154918 95221 75369 59697 2599403 2778274 1941427 1937270 11027173 11996639 313283 310139 358300 0 2138399 2124134 2809982 2434273 X 3184663 3462056 5032528 6100310 8217191 9562366 11027173 11996639 1285630 59545 0 X 0 1 X 1 0 X 5454851 4516535 6049112 4937891 6269398 27227787 5454851 4516535 6049112 4937891 6269398 27227787 17944448 9283339 67826 116175 156576 127756 96873 565206 25054 3014 431 2689 7924 39112 27832105 0.33350 0.33640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9197 52415 61612 5175626 5237238 411862 102966 0 0 406307 402401 409249 411862 1629819 2444729 98833 90976 42879 61612 294300 101577 100600 102312 102966 407455 611183 41710 35707 27464 9197 114078 PART II-A, LOBBYING ACTIVITIES: DIRECT FEDERAL LOBBYING ACTIVITIES IN 2021 WERE LIMITED TO SUPPORT FOR 21ST CENTURY COMMUNITY LEARNING CENTERS (AFTERSCHOOL AND SUMMER LEARNING FUNDING) FOR FY 2022 ANNUAL APPROPRIATIONS AND THE COVID-19 EDUCATION STABILIZATION FUND THAT WAS PART OF THE AMERICAN RESCUE PLAN ACT (PUBLIC LAW 117-2). ADDITIONAL DIRECT LOBBYING ACTIVITIES WERE CONDUCTED IN SUPPORT OF THE BIPARTISAN, BICAMERAL SUMMER MEALS ACT (S. 1170 AND HR 783) AND THE BIPARTISAN, BICAMERAL YOUTH WORKFORCE READINESS ACT (S. 1696 AND HR 3342). 2240312 219683 78431 2381564 1896548 279088 -64677 2240313 1784517 331953 219922 1896548 1949957 -90453 74987 1784517 1758959 262710 71712 1949957 0.00000 0.61770 0.38230 0 0 30253 11882 18371 15200 13314 1886 109465 70025 39440 59697 DEPOSITS 16872 RIGHT-OF-USE ASSET 1306468 DEFERRED COMPENSATION INVESTMENT 613930 1937270 FINANCE LEASE 2498 DEFERRED COMPENSATION OBLIGATION 613930 OPERATING LEASE OBLIGATION 1507706 2124134 X 6588383 59545 17760 77305 6511078 11790 11790 6522868 5243208 17760 17760 5225448 11790 11790 5237238 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ALABAMA AFTERSCHOOL COMMUNITY NETWORK BOX 870136 TUSCALOOSA AL 35487 636001138 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT CENTER OF SOUTHWEST CULTURE 505 MARQUETTE AVE NW 1610 ALBUQUERQUE NM 87102 850402832 501(C)(3) 10000 0 STEM POLICY GRANT CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 0 STEM POLICY GRANT METROPOLIAN FAMILY SERVICE 1 N DEARBORN SUITE 1000 CHICAGO IL 60602 362167940 501(C)(3) 10000 0 STEM POLICY GRANT NORTH CAROLINA CENTER FOR AFTERSCHOOL PRO 3725 NATIONAL DRIVE SUITE 101 RALEIGH NC 27612 581654064 501(C)(3) 20000 0 STATE EDUCATION OUTREACH GRANT NEW YORK STATE NETWORK FOR YOUTH SUCCESS 415 RIVER STREET 2ND FLOOR TROY NY 12180 133841114 501(C)(3) 10000 0 STEM POLICY GRANT OHIO AFTERSCHOOL NETWORK ACCESSHEALTH COLUMBUS 74 W WILLIAM ST ROOM 104 DELAWARE OH 43015 510426050 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT OPERATION SHOESTRING INC 1711 BAILEY AVE JACKSON MS 39203 640471554 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT PROVIDENCE AFER SCHOOL ALLIANCE 81 CARPENTER STREET PROVIDENCE RI 02903 260319193 501(C)(3) 10000 0 CREDIT FOR OUTSIDE LEARNING GRANT PUBLIC SCHOOL FORUM OF NC INC 3725 NATIONAL DRIVE SUITE 101 RALEIGH NC 27612 581654064 501(C)(3) 10000 0 START STEM POLICY GRANT SOUTH CAROLINA AFTERSCHOOL ALLIANCE 1611 DEVONSHIRE DR SUITE 101 COLUMBIA SC 29204 450506772 501(C)(3) 10000 0 STEM POLICY GRANT SCHOOL SERVICE OF MONTANA 4055 VALLEY COMMONS DRIVE UNIT G BOZEMAN MT 59718 460552293 501(C)(3) 15000 0 CREDIT FOR OUTSIDE LEARNING AND STEM POLICY GRANTS TEXAS PARTNERSHIP OUT OF SCHOOL TIME 8509 FM 969 BUILDING 509 AUSTIN TX 78724 275024847 501(C)(3) 10000 0 STATE EDUCATION OUTREACH AND STEM POLICY GRANTS THE CURATORS OF THE UNIVERSITY OF MO 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 436003859 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT UNITED WAY OF TENNESSEE 209 GOTHIC COURT SUITE 107 FRANKLIN TN 37067 626049469 501(C)(3) 10000 0 CREDIT FOR OUTSIDE LEARNING GRANT UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT VIRGINIA PARTNERSHIP FOR OUT-OF-SCHOOL TIME 2644 HENSLEY MINERAL VA 23177 834446151 501(C)(3) 10000 0 STATE EDUCATION OUTREACH GRANT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE COLCHESTER VT 05446 320399970 501(C)(3) 15000 0 STATE EDUCATION OUTREACH AND STEM POLICY GRANTS VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST NW ATLANTA GA 30303 020678823 501(C)(3) 10000 0 STEM POLICY GRANT 19 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 239010 0 28095 0 0 0 8429 0 22447 0 297981 0 0 0 JENNIFER RINEHART SR VP STRATEGY & PROGRS 202813 0 20000 0 0 0 6191 0 0 0 229004 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 197573 0 20000 0 0 0 6207 0 0 0 223780 0 0 0 ERIK PETERSON SR VP POLICY 155100 0 12500 0 0 0 4935 0 12143 0 184678 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $28,095 JENNIFER RINEHART $20,000 URSULA HELMINSKI $20,000 ERIK PETERSON $12,500 IRINA ZABELLO $12,500 NIKKI YAMASHIRO $8,000 ALEXIS STEINES $8,000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE SR VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND SR VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE VICE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACHIEVEMENTS. THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN DECEMBER 2021 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 139,048. MANAGEMENT AND GENERAL EXPENSES 489. FUNDRAISING EXPENSES 4,463. TOTAL EXPENSES 144,000. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 33,017. MANAGEMENT AND GENERAL EXPENSES 116. FUNDRAISING EXPENSES 1,060. TOTAL EXPENSES 34,193. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 867,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 868,952. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 228,075. MANAGEMENT AND GENERAL EXPENSES 1,041. FUNDRAISING EXPENSES 9,494. TOTAL EXPENSES 238,610.