2022-11-14T16:23:51-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 THOMAS SCHULTZ CEO 2022801990 2022-11-10 1 THOMAS SCHULTZ XXX-XX-XXXX AMY CHAPMAN P00843460 5712279500 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X AFC GROWTH FUND THOMAS SCHULTZ 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 14728343 0 X WWW.AFCGROWTHFUND.ORG X 1998 WI A COMMUNITY OF PEOPLE PROMOTING EDUCATIONAL CHOICE AND INNOVATION, WITH A SPECIFIC FOCUS ON SCHOOL VOUCHERS, SCHOLARSHIP TAX CREDIT PROGRAMS AND EDUCATIONAL SAVINGS ACCOUNTS. WE ARE COMMITTED TO BREAKING DOWN BARRIERS TO EDUCATIONAL CHOICE TO HELP CHILDREN, ESPECIALLY LOWER-INCOME CHILDREN, ACCESS THE QUALITY EDUCATION NECESSARY TO REACH THEIR FULL POTENTIAL. 12 11 0 12 0 0 5002787 14302299 0 18500 15216 1461 91053 3457 5109056 14325717 1869750 2531500 0 0 49000 1500 0 0 348255 6843875 6280945 8762625 8813945 -3653569 5511772 3553977 9265288 353965 553504 3200012 8711784 TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 5881870 2531500 DIRECT STATE SUPPORT: DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP, GROW, AND IMPLEMENT SCHOOL CHOICE PROGRAMS INCLUDING MARKET AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THE FAMILIES IN THEIR RESPECTIVE STATES. 1352894 COMMUNICATIONS: DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 448626 18500 CONFERENCES: CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, AND SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY. 7683390 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 91 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JENNIFER MILLER 2022801972 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 X WILLIAM E OBERNDORF CHAIRMAN 2.00 2.50 X X 0 0 0 JOHN KIRTLEY VICE-CHAIR 1.00 1.50 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 1.50 X 0 0 0 HON JOSEPH LIBERMAN DIRECTOR 1.00 1.50 X 0 0 0 HON KEVIN P CHAVOUS DIRECTOR 1.00 1.50 X 0 0 0 PAUL SHIVERICK DIRECTOR 1.00 1.50 X 0 0 0 ANN DUPLESSIS DIRECTOR 10.00 5.00 X 0 21000 0 JIMMY HASLAM MEMBER 1.00 1.50 X 0 0 0 SISTER ROSEMARIE NASSIF MEMBER 1.00 1.50 X 0 0 0 EDWARD MCDERMOTT MEMBER 1.00 1.50 X 0 0 0 HON SCOTT WALKER MEMBER 1.00 1.50 X 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 18.70 21.30 X 0 355403 14881 ELISA CLEMENTS CHIEF OPERATING OFFICER 17.00 23.00 X 0 212682 18833 JOHN SCHILLING PRESIDENT(THRU 05/31/21) 16.30 23.70 X 57750 275674 12147 GREGORY BROCK CEO (THRU 03/31/21) 9.40 30.60 X 0 88260 6413 JENNIFER MILLER CFO/TREASURER 16.00 24.00 X 0 231866 41300 57750 1184885 93574 15 0 1 0 0 14302299 402626 14302299 ANNUAL SUMMIT SPONSORSHIP 900099 18500 18500 18500 1461 1461 402626 402626 0 OTHER INCOME 900099 3457 3457 3457 14325717 18500 0 4918 X 2531500 2531500 1500 1500 154100 111761 27753 14586 25205 25205 1073076 940542 111216 21318 62951 25261 34393 3297 65769 24086 41683 116525 84509 20986 11030 188375 157268 17278 13829 368765 338830 29935 12258 2876 9007 375 REIMBURSEMENT TO AFFILI 2197870 1594003 395828 208039 COMMUNICATIONS - NEWSLE 844557 844557 DIRECT PROGRAM EXPENSES 685178 685178 REIMBURSEMENT TO AFFILI 429007 296114 89971 42922 57309 45405 8980 2924 8813945 7683390 782300 348255 898862 2204389 2542385 5696437 0 1303000 7 112723 61462 37255 37255 0 0 3553977 9265288 40457 152933 25219 115000 11000 0 277289 285571 353965 553504 X 2881334 6550130 318678 2161654 3200012 8711784 3553977 9265288 5511772 0 X 0 1 X 1 0 X 9606133 13562895 7333556 5002787 14302299 49807670 9606133 13562895 7333556 5002787 14302299 49807670 26716708 23090962 25044 40387 77968 15216 1461 160076 82050 3265 19897 91053 3457 199722 50167468 54400 0.46030 0.39200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8813945 8813945 590697 147674 0 0 584169 643120 588131 590697 2406117 3609176 176751 58940 235691 146042 160780 147033 147674 601529 902294 17302 17302 0 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 285571 285571 X 14325717 0 14325717 0 14325717 8813945 0 8813945 0 8813945 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 EDCHOICE KENTUCKY INC 1042 BURLINGTON LANE FRANKFORT KY 40601 473944426 501(C)(3) 123000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN KY INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 405000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN IN MY SC EDUCATION PO BOX 12676 COLUMBIA SC 29211 815243490 501(C)(3) 100000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN SC PADRES UNIDOS INC 2198 E CAMELBACK ROAD STE 305 PHOENIX AZ 85016 473560089 501(C)(3) 15000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN AZ PARENTS FOR EDUCATIONAL FREEDOM NC 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 202754466 501(C)(3) 635000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN NC SCHOOL CHOICE OHIO 1335 DUBLIN RD COLUMBIA OH 43215 203130699 501(C)(3) 878500 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN OH SCHOOL CHOICE WISCONSIN 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 383695127 501(C)(3) 350000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN WI 7 0 PART I, LINE 2: INDIVIDUALS WHO WORK ON THE ORGANIZATION'S BEHALF WORK WITH GRANTEE ORGANIZATIONS IN SELECTED STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS WHICH INCLUDE TO SUPPORT EFFORTS TO DEVELOP, GROW, IMPLEMENT, PROMOTE, AND RAISE AWARENESS OF SCHOOL CHOICE PROGRAMS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 1 1 0 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 0 297003 0 58400 0 0 0 0 0 14881 0 370284 0 0 JOHN SCHILLING PRESIDENT(THRU 05/31/21) 57750 275674 0 0 0 0 0 6253 0 5894 57750 287821 0 0 JENNIFER MILLER CFO/TREASURER 0 191866 0 40000 0 0 0 12203 0 29097 0 273166 0 0 ELISA CLEMENTS CHIEF OPERATING OFFICER 0 176682 0 36000 0 0 0 9441 0 9392 0 231515 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE CEO COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE CEO ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS. THE CEO AND COO CONDUCT EVALUATIONS OF MANAGEMENT AND MANAGERS EVALUATE THEIR STAFF. PART I, LINE 5 COMMISSIONS WERE PAID TO THE NATIONAL DIRECTOR OF DEVELOPMENT BASED ON GROSS CONTRIBUTIONS RECEIVED BY THE ORGANIZATION AND ITS AFFILIATED ORGANIZATIONS, ADJUSTED FOR TIMING DIFFERENCE IN PLEDGE RECEIVABLES AND BOARDAND/OR STAFF GIFTS. X 1 402626 PUBLISHED MARKET VALUES 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A IN MARCH 2012, THE BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AND AMENDED FOR TITLE CHANGES IN FEBRUARY 2018 AS FOLLOWS: 1.PRESIDENT AND CEO CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,000 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. ANY APPROVAL UNDER 1 & 2 ARE COMMUNICATED TO THE FULL BOARD EITHER VIA ELECTRONIC UPDATES OR AT BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2021 THE ORGANIZATION AMENDED THE BYLAWS TO ESTABLISH AND RECOGNIZE NEW CONTRACTUAL AND BANK SIGNORS OF THE ORGANIZATION. IN ADDITION, ARTICLE I, SECTION 3 AND ARTICLE III, SECTION 4 OF THE BYLAWS WERE AMENDED TO CHANGE THE OCCURRENCE OF THE ANNUAL MEETINGS TO BE IN FIRST QUARTER OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER/TREASURER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTATION TO COMPLETE THE FORM 990. ONCE COMPLETED THE FINAL DRAFTS ARE REVIEWED BY CEO, COO, AND INTERNAL LEGAL COUNSEL FOR APPROVAL. IF EDITS NEED TO BE MADE, THE CFO WILL WORK WITH TAX ADVISOR BEFORE FINALIZING. ONCE FINALIZED THE RETURNS ARE SIGNED BY THE CEO, FILED, AND PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IF AT ANY TIME A BOARD MEMBER OR OFFICER BECOMES AWARE OF A TRANSACTION THAT MAY POSE A CONFLICT OF INTEREST, THAT MEMBER IS REQUIRED TO DISCLOSE IN WRITING TO THE BOARD IN ADVANCE OF DISCUSSION OR ACTION THE NATURE AND EXTENT OF A FINANCIAL INTEREST THAT MAY CREATE A CONFLICT OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A ALLIANCE FOR SCHOOL CHOICE, DBA AMERICAN FEDERATION FOR CHILDREN GROWTH FUND DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN ALLOCATE TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIME ALLOCATION SCHEDULE. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. FORM 990, PART IX, LINE 11G FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 940,542. MANAGEMENT AND GENERAL EXPENSES 111,216. FUNDRAISING EXPENSES 21,318. TOTAL EXPENSES 1,073,076. AMERICAN FEDERATION FOR CHILDREN INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS IN 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 NEBRASKA FEDERATION FOR CHILDREN PAC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 850636256 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTIO NE 527 N/A AMER FEDERATION FOR CHILDREN ACTION FUND 0 TEXAS FEDERATION FOR CHILDREN PAC INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 843895713 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTIO TX 527 N/A AMER FEDERATION FOR CHILDREN ACTION FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 773315 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC O 2638022 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC P 948663 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC Q 3357 ACTUAL VALUE