ACE SCHOLARSHIPS ALLIANCE FOR CHOICE IN EDUCATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACE SCHOLARSHIPS ALLIANCE FOR CHOICE IN EDUCATION (EIN 84-1531066)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-15
- IRS object ID
- 202102889349301425
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T12:15:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841531066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR CHOICE IN EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 3035731603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5251 DTC PARKWAY SUITE 1150 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA DIMATTEO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3034070628 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GINA | PersonFirstNm |
| Person Last | DIMATTEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN C HARRIS | PreparerPersonNm |
| PTIN | P00614618 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2021-10-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACE SCHOLARSHIPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NORTON RAINEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5251 DTC PARKWAY SUITE 1150 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,731,548 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACESCHOLARSHIPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE LOW-INCOME FAMILIES WITH THE POWER OF EDUCATION CHOICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,930,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,550,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $159,160 | PYInvestmentIncomeAmt |
| CY Investment Income | $180,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$163,540 | PYOtherRevenueAmt |
| CY Other Revenue | $500 | CYOtherRevenueAmt |
| PY Total Revenue | $30,925,903 | PYTotalRevenueAmt |
| CY Total Revenue | $37,731,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,987,570 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,646,567 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,270,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,424,809 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,246,515 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,924,748 | PYOtherExpensesAmt |
| CY Other Expenses | $2,327,432 | CYOtherExpensesAmt |
| PY Total Expenses | $26,182,774 | PYTotalExpensesAmt |
| CY Total Expenses | $24,398,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,743,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,332,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,275,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,754,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,939,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,531,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,336,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,222,864 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE CHILDREN OF LOW-INCOME FAMILIES WITH SCHOLARSHIPS TO PRIVATE SCHOOLS IN GRADES K-12 AND TO ADVOCATE FOR EXPANDED SCHOOL CHOICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,278,179 | ExpenseAmt |
| Grant | $17,646,567 | GrantAmt |
| Desc | ACE ADMINISTERS TWO SCHOLARSHIP PROGRAMS: A PRIVATELY FUNDED PROGRAM IN COLORADO, MONTANA, KANSAS, TEXAS, WYOMING, ARKANSAS, AND MISSOURI, AND A TAX-CREDIT SCHOLARSHIP PROGRAM IN LOUISIANA AND KANSAS (SGO). SEE SCHEDULE O.ACE'S PRIVATE PROGRAM AWARDS SCHOLARSHIPS TO CHILDREN FROM LOW-INCOME FAMILIES WANTING PRIVATE SCHOOLING FROM KINDERGARTEN TO HIGH SCHOOL. LOW-INCOME IS DEFINED IN ACCORDANCE WITH THE FEDERAL POVERTY GUIDELINES. POLICIES AND PROCEDURES ADMINISTERING THE PRIVATE SCHOLARSHIP PROGRAM ARE REVIEWED AND APPROVED BY THE ACE PROGRAM COMMITTEE. ACE ALSO SERVES AS A STATE-APPROVED SCHOOL TUITION ORGANIZATION IN THE LOUISIANA TUITION DONATION TAX CREDIT PROGRAM AND AWARDS SCHOLARSHIPS TO QUALIFIED STUDENTS IN ADHERENCE TO STATE STATUTES AND RULES AND REGULATIONS PUBLISHED BY THE LOUISIANA DEPARTMENT OF EDUCATION.ACE IS ALSO REGISTERED AS A SCHOLARSHIP GRANTING ORGANIZATION (SGO) WITHIN KANSAS' TAX CREDIT PROGRAM. | Desc |
| Total Program Service Expenses | $20,278,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | 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 |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN FARRAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034070628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5251 DTC PARKWAY SUITE 1150 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOE SMITH | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LIZ WRIGHT | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE WARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT TURNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEA TREADWAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERT WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MCCARTHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM ZANECCHIA | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JERRY SOMMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NORTON RAINEY | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $414,645 | $0 | $36,175 | ||
| JONATHAN TEE | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $280,022 | $0 | $35,963 | ||
| GINA DIMATTEO | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $222,826 | $0 | $39,988 | ||
| BRITTANI JOHNSON | |||||||
| VP OF DEVELOPMENT, CO, MT, AND WY | 40.00 | $145,240 | $0 | $17,205 | Yes (X) | ||
| SHARON RODGERS | |||||||
| STATE DIRECTOR, HOUSTON | 40.00 | $127,071 | $0 | $30,900 | Yes (X) | ||
| PHILLIP SMITH | |||||||
| CHIEF MARKETING OFFICER | 40.00 | $158,145 | $0 | $31,302 | Yes (X) | ||
| JOHN OLIVER | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $160,698 | $0 | $30,477 | Yes (X) | ||
| ARTHUR DUPRE | |||||||
| VP OF DEVELOPMENT, LOUISIA | 40.00 | $217,517 | $0 | $38,509 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,726,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $260,519 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $37,550,416 | AllOtherContributionsAmt |
| Noncash Contributions | $228,175 | NoncashContributionsAmt |
| Total Contributions | $37,550,416 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,632 | TotalRevenueColumnAmt |
| Exclusion | $180,632 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Exclusion | $500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,731,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $181,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,186 | TotalAmt |
| Program Services | $112,186 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,534,381 | TotalAmt |
| Program Services | $17,534,381 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,618 | TotalAmt |
| Program Services | $270,697 | ProgramServicesAmt |
| Management And General | $371,093 | ManagementAndGeneralAmt |
| Fundraising | $387,828 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,678,712 | TotalAmt |
| Program Services | $1,113,472 | ProgramServicesAmt |
| Management And General | $158,125 | ManagementAndGeneralAmt |
| Fundraising | $1,407,115 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,210 | TotalAmt |
| Program Services | $62,479 | ProgramServicesAmt |
| Management And General | $12,083 | ManagementAndGeneralAmt |
| Fundraising | $83,648 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,370 | TotalAmt |
| Program Services | $119,852 | ProgramServicesAmt |
| Management And General | $25,367 | ManagementAndGeneralAmt |
| Fundraising | $145,151 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,899 | TotalAmt |
| Program Services | $99,369 | ProgramServicesAmt |
| Management And General | $35,751 | ManagementAndGeneralAmt |
| Fundraising | $132,779 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,873 | TotalAmt |
| Management And General | $36,873 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,304 | TotalAmt |
| Management And General | $44,304 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,831 | TotalAmt |
| Program Services | $258,831 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,607 | TotalAmt |
| Program Services | $100,880 | ProgramServicesAmt |
| Management And General | $10,727 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,700 | TotalAmt |
| Program Services | $192,246 | ProgramServicesAmt |
| Fundraising | $824,454 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,083 | TotalAmt |
| Program Services | $43,803 | ProgramServicesAmt |
| Management And General | $13,834 | ManagementAndGeneralAmt |
| Fundraising | $58,446 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,856 | TotalAmt |
| Program Services | $66,828 | ProgramServicesAmt |
| Management And General | $25,283 | ManagementAndGeneralAmt |
| Fundraising | $68,745 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,781 | TotalAmt |
| Program Services | $80,964 | ProgramServicesAmt |
| Management And General | $32,792 | ManagementAndGeneralAmt |
| Fundraising | $57,025 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,738 | TotalAmt |
| Program Services | $35,865 | ProgramServicesAmt |
| Management And General | $4,364 | ManagementAndGeneralAmt |
| Fundraising | $53,509 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,013 | TotalAmt |
| Program Services | $12,857 | ProgramServicesAmt |
| Management And General | $6,537 | ManagementAndGeneralAmt |
| Fundraising | $13,619 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,291 | TotalAmt |
| Program Services | $19,421 | ProgramServicesAmt |
| Management And General | $8,075 | ManagementAndGeneralAmt |
| Fundraising | $10,795 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,682 | TotalAmt |
| Program Services | $7,230 | ProgramServicesAmt |
| Management And General | $3,051 | ManagementAndGeneralAmt |
| Fundraising | $3,401 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY OUTREACH | Desc |
| Total | $78,786 | TotalAmt |
| Program Services | $78,786 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,887 | TotalAmt |
| Program Services | $68,032 | ProgramServicesAmt |
| Management And General | $85,855 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,398,808 | TotalAmt |
| Program Services | $20,278,179 | ProgramServicesAmt |
| Management And General | $874,114 | ManagementAndGeneralAmt |
| Fundraising | $3,246,515 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,757,612 | BOYAmt |
| EOY | $2,878,491 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,784,683 | BOYAmt |
| EOY | $34,534,351 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,455,744 | BOYAmt |
| EOY | $17,112,292 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,901 | BOYAmt |
| EOY | $191,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $354,449 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $322,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,056 | BOYAmt |
| EOY | $31,461 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,331 | BOYAmt |
| EOY | $6,590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,275,327 | BOYAmt |
| EOY | $54,754,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,281 | BOYAmt |
| EOY | $1,200,226 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,459,855 | BOYAmt |
| EOY | $8,706,353 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $625,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,939,136 | BOYAmt |
| EOY | $10,531,879 | 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 | $2,918,589 | BOYAmt |
| EOY | $5,300,749 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,417,602 | BOYAmt |
| EOY | $38,922,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,336,191 | BOYAmt |
| EOY | $44,222,864 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,275,327 | BOYAmt |
| EOY | $54,754,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,332,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $74,186 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$520,253 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $14,062,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,811,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,826,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,930,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,550,416 | CurrentTaxYearAmt |
| Total | $147,180,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,062,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,811,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,826,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,930,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,550,416 | CurrentTaxYearAmt |
| Total | $147,180,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,553,150 | SubstantialContributorsTotAmt |
| Public Support Total170 | $128,627,699 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,632 | CurrentTaxYearAmt |
| Total | $376,778 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500 | CurrentTaxYearAmt |
| Total | $5,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $147,563,000 | TotalSupportAmt |
| Public Support CY170 | 0.87170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 4,873. 2020 AMOUNT: $ 500. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,576 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $242,861 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $258,437 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,893,856 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,152,293 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $868,796 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,868,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,803,194 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $50,425 | CurrentYearMinus2Amt |
| Current Year Minus1 | $161,843 | CurrentYearMinus1Amt |
| Current Year | $258,437 | CurrentYearAmt |
| Total | $470,705 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $217,199 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $967,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,450,799 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $13,200 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,872 | CurrentYearMinus1Amt |
| Current Year | $15,576 | CurrentYearAmt |
| Total | $48,648 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,935 | DepreciationAmt |
| Book Value | $10,908 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,126 | DepreciationAmt |
| Book Value | $11,986 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,927 | DepreciationAmt |
| Book Value | $8,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,461 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN | Desc |
| Amt | $625,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $625,300 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $37,809,148 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $74,186 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,414 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $77,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,731,548 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,731,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,922,475 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,414 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $520,253 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $523,667 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,398,808 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,398,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | LOSS FROM UNCOLLECTIBLE PROMISES TO GIVE 520,253. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DE LA SALLE BLACKFEET SCHOOL | |||||||
| 104 1ST NW | BROWNING | MT | 59417 | 760723952 | 501(C)(3) | $20,000 | MONTANA NATIVE AMERICAN SCHOOL INITIATIVE |
| ST LABRE NATIVE AMERICAN SCHOOL | |||||||
| 112 CAMPUS DRIVE | ASHLAND | MT | 59003 | 810244542 | 501(C)(3) | $80,000 | ST. LABRE PRESCHOOL AT LAME DEER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 6356 | RecipientCnt |
| Cash Grant | $17,534,381 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DONORS WHO GIVE RESTRICTED GIFTS FOR SPECIFIC ACE PARTNER SCHOOLS RECEIVE A LETTER FROM ACE EXPLAINING THAT, IF THE NEED ARISES AT ANY TIME OR THE BOARD OF DIRECTORS SEES FIT, ACE RESERVES THE RIGHT TO REDIRECT FUNDS FOR ANOTHER PROGRAM PURPOSE. DONORS ARE ASKED TO NOTIFY ACE IF THIS ARRANGEMENT IS NOT ACCEPTABLE. FOR STUDENTS IN ARKANSAS, COLORADO, KANSAS, LOUISIANA, MISSOURI, MONTANA, TEXAS, AND WYOMING: TO ASSIST RECIPIENTS WITH THE COST OF OBTAINING AN EDUCATION AT EITHER A PRIVATE OR PAROCHIAL SCHOOL (AS DEFINED IN SEC. 170(B)(1)(II)). THE SCHOLARSHIPS ARE ADVERTISED THROUGHOUT THE SCHOOL. SCHOLARSHIP RECIPIENTS ARE SELECTED THROUGH AN APPLICATION PROCESS, WHERE APPLICATIONS ARE SUBMITTED THROUGH THE SCHOOL THE STUDENT WISHES TO ATTEND. THE SCHOOL IS ALLOWED A SPECIFIC NUMBER OF SCHOLARSHIPS DEPENDING ON SEVERAL DATA POINTS DETERMINED BY ACE STAFF AND THE PROGRAM COMMITTEE. THE SCHOOL SELECTS THE STUDENTS TO SUBMIT APPLICATIONS. ACE STAFF THEN VERIFIES ELIGIBILITY. THE ACE PROGRAM COMMITTEE HAS FINAL AUTHORITY ON SCHOLARSHIP ALLOCATIONS. IN THE FALL AND SPRING, FOLLOWING CONFIRMATION OF STUDENT ENROLLMENT, PAYMENTS ARE MADE TO EACH SCHOOL VIA ELECTRONIC FUND TRANSFERS FOR THE TOTAL AMOUNT OF THE SCHOLARSHIP FUNDING FOR THAT SCHOOL. FOR STUDENTS IN LOUISIANA: ACE IS A STATE-APPROVED SCHOOL TUITION ORGANIZATION IN THE LOUISIANA TUITION DONATION CREDIT PROGRAM, AND AWARDS SCHOLARSHIPS TO QUALIFIED STUDENTS IN LOUISIANA IN ADHERENCE TO STATE STATUTE AND RULES AND REGULATIONS PUBLISHED BY THE LOUISIANA DEPARTMENT OF EDUCATION. THE SCHOLARSHIP CHECKS ARE WRITTEN TO THE STUDENT'S PARENTS ON A QUARTERLY BASIS. BEFORE SENDING THE CHECKS TO THE PARENTS, ACE CONFIRMS WITH THE STUDENT'S SCHOOL THAT THE STUDENT IS STILL ENROLLED. THUS, ACE IS ABLE TO ENSURE THAT THE SCHOLARSHIP FUNDS ARE USED FOR THEIR INTENDED PURPOSE. FOR STUDENTS IN KANSAS SGO: ACE IS A STATE-APPROVED SCHOLARSHIP GRANTING ORGANIZATION IN THE TAX CREDIT FOR LOW INCOME STUDENTS SCHOLARSHIP PROGRAM (2016 K.S.A.72-99A 01-07), AND AWARDS SCHOLARSHIPS IN ADHERENCE TO STATE STATUTE, RULES AND REGULATIONS PUBLISHED BY THE KANSAS STATE DEPARTMENT OF EDUCATION. IN THE FALL AND SPRING, FOLLOWING CONFIRMATION OF STUDENT ENROLLMENT, PAYMENTS ARE MADE TO EACH SCHOOL VIA ELECTRONIC FUND TRANSFERS OR CHECK FOR THE TOTAL AMOUNT OF THE SCHOLARSHIP FUNDING FOR THAT SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTON RAINEY | ||||||||||||||
| PRESIDENT & CEO | $298,645 | $0 | $116,000 | $0 | $0 | $0 | $10,140 | $0 | $26,035 | $0 | $450,820 | $0 | $0 | $0 |
| JONATHAN TEE | ||||||||||||||
| CHIEF OPERATING OFFICER | $218,147 | $0 | $60,000 | $0 | $1,875 | $0 | $13,374 | $0 | $22,589 | $0 | $315,985 | $0 | $0 | $0 |
| GINA DIMATTEO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $180,826 | $0 | $40,000 | $0 | $2,000 | $0 | $13,900 | $0 | $26,088 | $0 | $262,814 | $0 | $0 | $0 |
| ARTHUR DUPRE | ||||||||||||||
| VP OF DEVELOPMENT, LOUISIA | $197,517 | $0 | $20,000 | $0 | $0 | $0 | $12,478 | $0 | $26,031 | $0 | $256,026 | $0 | $0 | $0 |
| JOHN OLIVER | ||||||||||||||
| CHIEF PROGRAM OFFICER | $144,323 | $0 | $15,000 | $0 | $1,375 | $0 | $9,088 | $0 | $21,389 | $0 | $191,175 | $0 | $0 | $0 |
| PHILLIP SMITH | ||||||||||||||
| CHIEF MARKETING OFFICER | $138,145 | $0 | $20,000 | $0 | $0 | $0 | $8,713 | $0 | $22,589 | $0 | $189,447 | $0 | $0 | $0 |
| BRITTANI JOHNSON | ||||||||||||||
| VP OF DEVELOPMENT, CO, MT, AND WY | $126,251 | $0 | $18,989 | $0 | $0 | $0 | $7,767 | $0 | $9,438 | $0 | $162,445 | $0 | $0 | $0 |
| SHARON RODGERS | ||||||||||||||
| STATE DIRECTOR, HOUSTON | $127,071 | $0 | $0 | $0 | $0 | $0 | $8,061 | $0 | $22,839 | $0 | $157,971 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS MEMBERSHIP DUES TO A GOLF CLUB FOR NORTON RAINEY. THE CLUB MEMBERSHIP IS USED BY MR. RAINEY FOR FUNDRAISING PURPOSES FOR ACE. IF THERE IS ANY PERSONAL USE OF THE CLUB MEMBERSHIP BY MR. RAINEY, HE REIMBURSES ACE FOR THOSE COSTS. |
| PART I, LINE 7 | THE AMOUNT OF THE BONUS FOR THE PRESIDENT AND CEO IS DETERMINED AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES A POTENTIAL BONUS POOL AS PART OF THE ANNUAL BUDGET. IF IT'S DECIDED THAT EMPLOYEE BONUSES WILL BE AWARDED, THEY ARE DETERMINED BY ACE'S EXECUTIVE TEAM. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $224,747 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | YETI TUMBLERS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,428 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FINANCE COMMITTEE REVIEWS THE FORM 990 IN DETAIL. THE BOARD MEMBERS RECEIVE A COPY OF THE FORM 990, WITH THE EXCEPTION OF THE IDENTITY OF ONE DONOR WHO REQUESTED ANONYMITY. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY AND SIGNS A DISCLOSURE STATING THAT THEY HAVE READ, UNDERSTAND AND WILL COMPLY WITH THE POLICY. ANNUAL CONFIRMATIONS WITH THE BOARD ARE CONDUCTED. IF ANY CONFLICT EXISTS, THE BOARD MEMBER LEAVES THE MEETING WHILE THE ISSUE IS ADDRESSED AND RECUSES HIMSELF FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FINANCE COMMITTEE PROVIDES A COMPREHENSIVE ANNUAL PERFORMANCE, GOAL, AND COMPENSATION REVIEW OF THE PRESIDENT AND CEO. COMPENSATION IS DIRECTLY TIED TO GOAL ACHIEVEMENT AND IS BENCHMARKED AGAINST LIKE-ORGANIZATIONS OF SIMILAR SIZE. THE FINANCE COMMITTEE MAKES THE FINAL COMPENSATION DETERMINATION AND ISSUES A LETTER THAT OUTLINES ANY ACTIONS OR CHANGES APPROVED BY THE BOARD. THIS LETTER IS PLACED IN THE PRESIDENT AND CEO'S EMPLOYEE FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT ITS DISCRETION, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS FROM UNCOLLECTIBLE PROMISES TO GIVE -520,253. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACE SCHOLARSHIPS LOUISIANA | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 471533890 | EDUCATION | LA | $10,785,421 | $20,337,097 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS KANSAS | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 813539170 | EDUCATION | CO | $1,374,600 | $1,112,314 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS MONTANA | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 813502397 | EDUCATION | CO | $2,185,504 | $2,107,171 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS COLORADO | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 813521769 | EDUCATION | CO | $6,926,461 | $10,364,072 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS TEXAS | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 820652790 | EDUCATION | CO | $5,127,369 | $5,635,063 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS WYOMING | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 814044609 | EDUCATION | CO | $235,459 | $1,500,604 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS MISSOURI | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 821829357 | EDUCATION | CO | $50 | $132,571 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS SGO KANSAS | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 822440191 | EDUCATION | CO | $347,123 | $733,939 | ALLIANCE FOR CHOICE IN EDUCATION |
| ACE SCHOLARSHIPS ARKANSAS | |||||||||
| 5251 DTC PARKWAY 1150 | GREENWOOD VILLAGE | CO | 80110 | 825366674 | EDUCATION | CO | $7,158,733 | $6,959,153 | ALLIANCE FOR CHOICE IN EDUCATION |
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