2021-01-22T13:26:48-06:00 2020-03-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDAS MD 208142930 990 2019-04-01 814690411 HIGHER LEARNING ADVOCATES INC HIGH 2024706432 1001 CONNECTICUT AVE NW NO 710 WASHINGTON DC 20036 JULIE PELLER EXECUTIVE DIRECTOR 2024706432 2021-01-22 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z JULIE PELLER 1001 CONNECTICUT AVE NW NO 710 WASHINGTON DC 20036 18961 0 X WWW.HIGHERLEARNINGADVOCATES.ORG X 2016 DE SEE PART III, LINE 1. 7 7 8 7 0 0 2300300 322 0 0 20108 18639 4000 0 2324408 18961 0 0 0 0 641549 812793 0 0 117834 831221 749225 1472770 1562018 851638 -1543057 3678206 2131222 86249 82322 3591957 2048900 X TO EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF INCREASED POSTSECONDARY ATTAINMENT AND A POSTSECONDARY SYSTEM THAT IS STUDENT-CENTERED, EQUITABLE, OUTCOMES-BASED, AND QUALITY DRIVEN AND THE NEED TO INCREASE ACCESS TO, AND AFFORDABILITY OF, POSTSECONDARY EDUCATION. 0 0 367221 COMMUNICATIONS: THROUGH MEDIA AND PUBLIC ENGAGEMENT, HIGHER LEARNING ADVOCATES WORKS TO BUILD SUPPORT FOR REFORMING THE NATION'S POSTSECONDARY EDUCATION POLICIES AND ELEVATE NEW PERSPECTIVES THROUGH ELEVATING A DIVERSE SET OF VOICES. 376097 POLICY AND ADVOCACY: HIGHER LEARNING ADVOCATES CONDUCTS RIGOROUS POLICY ANALYSIS, PROVIDES EXPERT TESTIMONY, AND EDUCATES POLICYMAKERS ON KEY ISSUES RELATED TO ITS MISSION. 318462 GOVERNMENT RELATIONS: HIGHER LEARNING ADVOCATES EDUCATES AND INFORMS BIPARTISAN POLICYMAKERS ON ISSUES RELATED TO THE ORGANIZATION'S MISSION, INCLUDING WHO TODAY'S STUDENTS ARE. 93342 CAMPAIGN 93342 1155122 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JULIE PELLER 2024706432 1001 CONNECTICUT AVE NW NO 710 WASHINGTON DC 20036 KIM HUNTER REED CHAIR 1.00 X 0 0 0 DEWAYNE MATTHEWS TREASURER 1.00 X X 0 0 0 GEORGE MILLER SECRETARY 1.00 X X 0 0 0 MICHAEL D'AUSILIO DIRECTOR 1.00 X 0 0 0 CHRIS BUSTAMANTE DIRECTOR 1.00 X 0 0 0 TERESA LUBBERS DIRECTOR 1.00 X 0 0 0 LUKE MESSER DIRECTOR 1.00 X 0 0 0 JULIE PELLER EXECUTIVE DIRECTOR 40.00 X 214241 0 37483 EMILY BOUCK DEPUTY EXECUTIVE DIRECTOR 40.00 X 130553 0 21505 344794 0 58988 2 0 1 0 PENN HILL GROUP 777 6TH STREET NW SUITE 610 WASHINGTON DC 20001 POLICY & OUTREACH CONSULTING SUPPORT 132000 WHITEBOARD ADVISORS 4005 WISCONSIN AVE NW BOX 9535 WASHINGTON DC 20016 STRATEGIC CONSULTING SERVICES 109532 2 322 322 18639 18639 18961 0 0 18639 X 255596 217257 38339 424646 325365 61521 37760 20969 15519 3153 2297 57569 43702 8756 5111 54013 44016 7116 2881 52583 49611 2972 36000 36000 282756 167004 57333 58419 127718 118234 9077 407 19576 16379 2277 920 71369 56483 10914 3972 37224 18702 18274 248 32838 28612 4226 24927 19728 3812 1387 4349 4349 DUES AND SUBSCRIPTIONS 25721 20249 4012 1460 DIGITAL PRODUCTION 18222 18222 PUBLICATION COSTS 9650 9650 STAFF DEVELOPMENT 5702 5702 590 590 1562018 1155122 289062 117834 2408216 802424 1225058 1200000 10677 61379 98752 40198 28080 58554 2690 6175 6175 3678206 2131222 71489 73243 14760 9079 86249 82322 X 2158958 2048900 1432999 0 3591957 2048900 3678206 2131222 -1543057 0 X 0 1 X 1 0 X 3000000 680674 2300300 322 5981296 3000000 680674 2300300 322 5981296 5618817 362479 215 6444 20108 18639 45406 249 4000 4249 6030951 X PART II: THE INFORMATION REPORTED IN THE 2016 COLUMN REFLECTS THE SHORT PERIOD DECEMBER 9, 2016 (INCEPTION) TO MARCH 31, 2017. 0 66860 66860 1495158 1562018 228101 57025 0 0 156992 222277 228101 607370 911055 1161 19079 66860 87100 39248 55569 57025 151842 227763 98752 40198 58554 58554 DEFERRED RENT 9079 9079 X 18961 0 18961 0 18961 1562018 0 1562018 0 1562018 PART X, LINE 2: FOR THE YEAR ENDED MARCH 31, 2020, HLA 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. X X X 0 0 0 0 0 0 0 1 0 JULIE PELLER EXECUTIVE DIRECTOR 214241 0 0 0 0 0 13723 0 23760 0 251724 0 0 0 EMILY BOUCK DEPUTY EXECUTIVE DIRECTOR 129553 0 1000 0 0 0 8053 0 13452 0 152058 0 0 0 PART I, LINE 7 EMILY BOUCK RECEIVED BONUS COMPENSATION OF $1,000 IN 2019. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE BOARD. THE RETURN WAS ELECTRONICALLY PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES, IF ANY, COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PRIOR TO TAKING OFFICE AND/OR BEGINNING EMPLOYMENT AND ANNUALLY THEREAFTER. IF A POTENTIAL CONFLICT ARISES, THE INTERESTED PERSON REFRAINS FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE CORPORATION TO ENTER INTO THE COVERED TRANSACTION; AND PHYSICALLY EXCUSES HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH OFFICERS AND EMPLOYEES OF THE CORPORATION AND AT MEETINGS OF THE BOARD OR ANY APPLICABLE COMMITTEE, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY: COMPARABILITY STUDIES CONDUCTED BY THE HLA BOARD OF DIRECTORS AS WELL AS AN ANNUAL REVIEW CONDUCTED BY A TASK FORCE CREATED FROM THE BOARD OF DIRECTORS. THE TASK FORCE THAN MAKES AN INDEPENDENT RECOMMENDATION TO THE FULL BOARD OF DIRECTORS AS TO ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2019. 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 PAYROLL SERVICE CHARGES: PROGRAM SERVICE EXPENSES 10,689. MANAGEMENT AND GENERAL EXPENSES 1,863. FUNDRAISING EXPENSES 752. TOTAL EXPENSES 13,304. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 37,215. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,215. OPERATIONAL ASSISTANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,000. FUNDRAISING EXPENSES 32,667. TOTAL EXPENSES 76,667. PROGRAM COSTS: PROGRAM SERVICE EXPENSES 3,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,100. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 20,000. MANAGEMENT AND GENERAL EXPENSES 11,470. FUNDRAISING EXPENSES 25,000. TOTAL EXPENSES 56,470. GOVERNMENT RELATIONS: PROGRAM SERVICE EXPENSES 96,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,000.