2021-05-13T10:57:37-05:00 2020-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON ST NE ALBUQUERQUE NM 87109 990 2020-01-01 860945282 ACADEMY FOR THE LOVE OF LEARNING INC ACAD 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 AARON STERN PRES./EXECUTIVE DIR. 5059951860 2021-05-11 true AARON STERN 999009999 ROBERT A DEPASQUALE P00446108 5053381500 2021-05-11 2020 2022-09-23 18:48:47Z AARON STERN 133 SETON VILLAGE ROAD SANTA FE NM 87508 1599080 false X WWW.ALOVEOFLEARNING.ORG X 1998 AZ THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. 4 2 17 8 0 1469614 1383814 111505 68134 197927 142410 5180 225 1784226 1594583 4200 0 0 1442523 1601049 0 279700 2238728 1715904 3685451 3316953 -1901225 -1722370 24863462 23134912 181600 117262 24681862 23017650 X THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. false false 1627204 13084 COMMUNITY PROGRAMS: THE ACADEMY'S INSTITUTE FOR TEACHING WROTE A HISTORY OF TEACHER RENEWAL, AN EL OTRO LADO TRAINING MANUAL, AND A WISDOM CIRCLE TOOLKIT. THE INSTITUTE ALSO SUPPORTED A WISDOM CIRCLE IN THE SANTA FE PUBLIC SCHOOLS TO SUPPORT TEACHERS DURING THE PANDEMIC. THE ACADEMY'S INSTITUTE FOR LIVING STORIES DID A VIRTUAL LIFESONGS CONCERT, AND A STORY GATHERING WITH ATALAYA ELEMENTARY SCHOOL. THE ACADEMY LAUNCHED AN 18-MONTH LOVE OF LEARNING FELLOWSHIP, THROUGH WHICH CULTURE LEADERS IN NEW MEXICO WILL DO PROJECTS IN THEIR COMMUNITIES THROUGH WHICH THE ACADEMY WILL STUDY ITS LEARNING MODEL. THE ACADEMY DESIGNED AND LAUNCHED ITS FIRST LEARNING EXCHANGES, A NEW FORMAT FOR EXPLORING WITH OTHERS HOW WE LEARN IN COLLABORATION, WORK THAT WILL INFORM THE ACADEMY'S PEDAGOGIES. 458851 RESEARCH: THE ACADEMY'S RESEARCH PROGRAM CONTINUED WITH INTERNAL APPLICATION OF ITS LEARNING MODEL, INCLUDING IN STAFF RETREATS AND FACULTY DEVELOPMENT. IT ALSO CONTINUED ITS ONGOING COLLABORATION WITH THE CENTER FOR HEALTHY MINDS AT THE UNIVERSITY OF WISCONSIN, INCLUDING WORK ON AN ACADEMIC PAPER TO BE PUBLISHED CONCERNING LEARNING AS A PRACTICE. 92974 55000 TRANINGS: THE ACADEMY WORKED WITH NAMCHAK TO ENHANCE THEIR LEARNING PROGRAMS WITH LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, SERVING 24 PEOPLE. 72842 50 SETON: THE SETON LEGACY PROJECT CONTINUED TO STEWARD THE ACADEMY'S COLLECTION OF SETON ARTWORK AND THE LEGACY OF HIS LIFE'S WORK. THE ACADEMY ALSO BEGAN INQUIRIES INTO THE PROJECT'S NEXT PHASE, BOTH AFTER THE PANDEMIC AND IN LIGHT OF ESSENTIAL SOCIAL JUSTICE ISSUES. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED ITS FUTURE. 72842 50 2251871 true true false false false false false true false true true true false false false true true false true false false false false false false false false false false true false false false false false true false false false true false false false false false false false true 46 0 17 true false false false false false false false false false false false false X 4 2 false false true false false false false true true false false true true true true true true true true false CA FL IL MA MD MI NJ X AARON STERN 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 MARY ELLEN PETRISKO TRUSTEE 0.00 X 0 0 0 VIVI ROGERS TRUSTEE 0.00 X 0 0 0 MARIANNE MURRAY- RESIGNED IN 2020 TRUSTEE/FACU 4.00 X 16878 0 0 ANN STAHL- RESIGNED IN 2020 TREASURER 0.00 X X 0 0 0 DAVID GORDON VP/SECRETARY 36.00 X X 93697 0 6559 AARON STERN PRES./EXECUT 40.00 X X 148238 0 10377 258813 16936 1 false true false DANIEL E BRANNEN JR 3 CALIENTE ROAD STE 5 SANTA FE NM 87508 LEGAL /CONSULT. 187672 1 3880 1379934 750 1383814 TRAININGS 611430 55000 55000 COMMUNITY PROGRAMS 611600 13084 13084 SETON 611600 50 50 68134 145957 145957 225 225 225 225 950 4497 -3547 -3547 -3547 1594583 68134 142635 X 275749 185967 73920 15862 1119754 791220 201163 127371 52692 37497 9667 5528 50112 34949 10438 4725 102742 74056 17925 10761 40680 21682 16403 2595 21320 11363 8597 1360 426495 215408 179864 31223 48951 33456 15270 225 13588 9886 2430 1272 94651 14511 65629 14511 12042 5934 6108 473918 392180 54153 27585 125662 89060 24473 12129 REPAIRS & MAINTENANCE 176785 129431 31999 15355 PROGRAMMATIC 138192 138132 60 NEW MEXICO GRT 54365 16086 36926 1353 UTILITIES 51986 39880 7215 4891 37269 11173 23142 2954 3316953 2251871 785382 279700 446567 419202 1176888 3043148 9000 12793 18692490 4527360 14615288 14165130 8597563 5502069 5363 5363 24863462 23134912 121305 117262 60295 181600 117262 X 24653613 23017650 28249 24681862 23017650 24863462 23134912 X -1722370 58158 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263888 X X X X false 28249 28249 65948 37699 28249 139128 73180 65948 191760 15000 67632 139128 255602 63842 191760 false false 680000 680000 16090652 3415877 12674775 394817 36257 358560 1263133 1075226 187907 263888 263888 14165130 CDS. -CHARLES SCHWAB 5381835 F RSF INVESTMENT FUND 120234 F 5502069 X 1644248 58158 -8493 49665 1594583 1594583 3308460 3308460 8493 8493 3316953 SCHEDULE D, PAGE 2, PART III, LINE 4 THE ACADEMY MAINTAINS A COLLECTION OF ART AND ARTIFACTS MADE BY ERNEST THOMPSON SETON AND OTHERS. THE COLLECTION FURTHERS THE ACADEMY'S EXEMPT PURPOSE BY PROVIDING MATERIAL FOR USE IN THE ACADEMY'S PROGRAMS, WORKSHOPS, CONFERENCES, COLLABORATIONS, AND PUBLICATIONS REGARDING LEARNING AND EDUCATION. SCHEDULE D, PAGE 3, PART X THE ACADEMY HAS RECEIVED TAX-EXEMPT STATUS UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACADEMY HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE ACADEMY IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ACADEMY BEEN CONTACTED BY ANY TAX JURISDICTIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ACADEMY ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN INCOME TAXES HAS BEEN RECORDED FOR THE YEARS ENDED 2020 AND 2019, RESPECTIVELY. NO INTEREST OR PENALTIES WERE RECORDED IN 2020 OR 2019, RESPECTIVELY. SCHEDULE D, PAGE 4, PART XI, LINE 2D LOSS ON ABANDONED ASSETS -8,493 SCHEDULE D, PAGE 4, PART XII, LINE 4B LOSS ON ABANDONED ASSETS 8,493 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 PUBLICATION IN LOCAL NEWSPAPER. SCHEDULE E, LINE 6 THE STATE OF NEW MEXICO PROVIDED A GRANT IN THE AMOUNT OF 3,880 TO THE ACADEMY TO SUPPORT THE POWER IN STORY PROGRAM. X X false false false false false false false false false AARON STERN PRES./EXECUTIVE DIR. 148238 10377 158615 DAVID GORDON TREAS/VP/SEC 29022 LEASE false MARIANNE MURRAY TRUSTEE 16878 CONTRACT false SCHEDULE L, PART V THE ORGANIZATION LEASES AN APARTMENT FROM THE INTERESTED PERSON IN MANHATTAN, NEW YORK. THE ORGANIZATION USES THE APARTMENT AS OFFICE SPACE, GIVING THE ORGANIZATION A BASE FOR OPERATIONS IN THE NEW YORK REGION. THE RENTAL PRICE FOR THE ORGANIZATION IS BELOW THE FAIR MARKET VALUE OF SIMILAR APARTMENTS IN NEW YORK. THE BOARD OF TRUSTEES APPROVED THE LEASE WITH THE INTERESTED PERSON ABSENT FROM THE DISCUSSION AND ABSTAINING FROM THE VOTE. THE INTERESTED PERSON IS A LONG-TIME MEMBER OF THE ORGANIZATION'S FACULTY. THE INTERESTED PERSON PROVIDES FACULTY SERVICES TO THE ORGANIZATION AS AN INDEPENDENT CONTRACTOR. THE BOARD OF TRUSTEES SETS THE RATES OF COMPENSATION FOR THESE SERVICES WITH THE INTERESTED PERSON ABSENT FROM THE DISCUSSION AND ABSTAINING FROM THE VOTE. THE RATES ARE COMPARABLE TO THE RATES THE ACADEMY PAYS TO OTHER NON-INTERESTED PERSON FACULTY. THE INTERESTED PERSON RESIGNED FROM THE BOARD DURING 2020. X 1 750 MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II PART I, COLUMN (B) INCLUDES THE NUMBER OF ITEMS RECEIVED. FORM 990, PAGE 2, PART III, LINE 4D SETON: THE SETON LEGACY PROJECT CONTINUED TO STEWARD THE ACADEMY'S COLLECTION OF SETON ARTWORK AND THE LEGACY OF HIS LIFE'S WORK. THE ACADEMY ALSO BEGAN INQUIRIES INTO THE PROJECT'S NEXT PHASE, BOTH AFTER THE PANDEMIC AND IN LIGHT OF ESSENTIAL SOCIAL JUSTICE ISSUES. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED ITS FUTURE. FORM 990, PAGE 6, PART VI, LINE 4 THE ACADEMY AMENDED ITS BYLAWS IN DECEMBER 2020 TO REDUCE THE MINIMUM NUMBER OF TRUSTEES REQUIRED. FORM 990, PAGE 6, PART VI, LINE 11B THE ACADEMY'S INDEPENDENT CPA FIRM PREPARES A DRAFT OF THE 990. THE DRAFT IS REVIEWED BY THE ACADEMY'S EXECUTIVE DIRECTOR AND FINANCE MANAGER, THE ACADEMY'S OUTSIDE ATTORNEY, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BEFORE IT IS FINISHED FOR FILING WITH THE IRS. ALL TRUSTEES RECEIVE A COPY BEFORE THE FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO READ THE CONFLICT POLICY AND TO SUBMIT A CONFLICT OF INTEREST INFORMATION FORM THAT THE FINANCE MANAGER REVIEWS AND MAINTAINS WITH THE PRESIDENT/EXECUTIVE DIRECTOR. AT THE START OF BOARD MEETINGS, TRUSTEES ARE REMINDED OF THEIR DUTY TO BE AWARE OF AND TO DISCLOSE POTENTIAL CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A FOR THE PRESIDENT/EXECUTIVE DIRECTOR AND FOR ALL OTHER PAID OFFICERS AND EMPLOYEES WHO ALSO SERVE ON THE BOARD OF TRUSTEES, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PAGE 6, PART VI, LINE 15B FOR EACH EMPLOYEE WHO IS ALSO A TRUSTEE OR AN OFFICER, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE DISCRETION OF THE BOARD OR MANAGEMENT OR AS OTHERWISE REQUIRED BY LAW. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 106,488 80,561 12,747 CONSULTANTS 108,920 99,303 18,476 TOTAL 215,408 179,864 31,223 FORM 990, PART XI, LINE 9 LOSS ON ABANDONED ASSETS -8,493 LOSS ON ABANDONED ASSETS 8,493