2021-09-07T07:54:15-05:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 JODI GRANT EXECUTIVE DIRECTOR 2023472030 2021-09-07 1 JODI GRANT 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODI GRANT 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 5157441 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 16 16 22 16 0 0 6049112 4937891 0 0 225715 207410 651 2839 6275478 5148140 272000 267000 0 0 2097941 2395404 0 0 54115 2678081 2522577 5048022 5184981 1227456 -36841 10489472 11027173 2448897 2809982 8040575 8217191 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 3097825 267000 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. 1069177 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. 475341 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. 101395 AMBASSADORS 42879 LOBBYING 89745 CHALLENGE 234019 4876362 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 25 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 NO 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 REINALDO LLANO TREASURER 1.00 X X 0 0 0 STACEY GILLIS WEBER DIRECTOR 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 MAYOR KARL DEAN DIRECTOR 1.00 X 0 0 0 BARRY FORD DIRECTOR 1.00 X 0 0 0 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 HERB STURZ DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 303689 0 27198 IRINA ZABELLO SR VP FINANCE & ADMIN. 40.00 X 130710 0 3753 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 35.00 X 192200 0 5443 JENNIFER RINEHART SR VP STRATEGY & PROGRAMS 32.00 X 183470 0 5135 ERIK PETERSON SR VP POLICY 40.00 X 163663 0 15335 NIKKI YAMASHIRO VP RESEARCH 40.00 X 105963 0 8394 ALEXIS STEINES VP FIELD OUTREACH 40.00 X 102216 0 7764 1181911 0 73022 7 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS & MEDIA 475891 PR SOLUTIONS INC 1156 15TH STREET NW SUITE 605 WASHINGTON DC 20005 COMMUNICATIONS & MEDIA 276083 EDGE RESEARCH 1560 WILSON BLVD SUITE 475 ARLINGTON VA 22209 RESEARCH CONSULTING 248570 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND VA 94807 STATE AND NAT'L COALITION BLDG. 187361 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 46204 POLICY CONSULTING 144000 6 6901 200744 4730246 4937891 127606 127606 150 150 89105 9301 79804 79804 79804 MISCELLANEOUS 900099 2689 2689 2689 5148140 0 0 210249 X 267000 267000 465350 406094 41367 17889 1632452 1489924 125610 16918 36037 32060 3430 547 120187 106279 11961 1947 141378 125126 13312 2940 88 88 45982 38974 6598 410 9552 9552 1498252 1494673 2576 1003 8548 6441 1637 470 164625 151344 10989 2292 120408 113104 4427 2877 214937 199522 12132 3283 16729 16429 40 260 28563 26684 1579 300 1098 650 348 100 23095 19749 2985 361 5695 5125 522 48 STIPENDS AND AWARDS 255793 255793 PROGRAM FIELD FUNDS 102873 102873 DUES AND SUBSCRIPTIONS 9682 9682 PAYROLL PROCESSING FEES 6585 3895 2090 600 10072 4853 3349 1870 5184981 4876362 254504 54115 X 115442 39853 4516259 5564360 1287020 664045 84473 82364 61252 60352 156532 81163 79699 75369 2342341 2599403 2002986 1941427 10489472 11027173 243973 313283 358300 2204924 2138399 2448897 2809982 X 3453830 3184663 4586745 5032528 8040575 8217191 10489472 11027173 -36841 213457 0 X 0 1 X 1 0 X 4640511 5454851 4516535 6049112 4937891 25598900 4640511 5454851 4516535 6049112 4937891 25598900 16801740 8797160 52437 67826 116175 156576 127756 520770 793 25054 3014 431 2689 31981 26151651 0.33640 0.37080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27464 15415 42879 5142102 5184981 409249 102312 0 0 427757 406307 402401 409249 1645714 2468571 141690 98833 90976 42879 374378 106939 101577 100600 102312 411428 617142 86646 41710 35707 27464 191527 PART II-A, LOBBYING ACTIVITIES: LOBBYING ACTIVITIES IN 2020 WERE AROUND FY21 APPROPRIATIONS (ASKING FOR INCREASE IN 21ST CENTURY COMMUNITY LEARNING CENTER PROGRAM), AS WELL AS ADVOCATING FOR AFTERSCHOOL AND SUMMER LEARNING FUNDING AS PART OF FEDERAL COVID RELIEF LEGISLATION INCLUDING THE CARES ACT AND THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS (CRRSA) ACT. 1896548 279088 78150 2097486 1784517 331953 219922 1896548 1949957 -90453 74987 1784517 1758959 262710 71712 1949957 1683606 130581 55228 1758959 0.00000 0.70130 0.29870 0 0 30253 8602 21651 15200 11050 4150 111079 61511 49568 75369 DEPOSITS 16872 RIGHT-OF-USE ASSET 1482652 DEFERRED COMPENSATION INVESTMENT 441903 1941427 FINANCE LEASE 5032 DEFERRED COMPENSATION OBLIGATION 441903 OPERATING LEASE OBLIGATION 1691464 2138399 X 5352045 213457 213457 5138588 9552 9552 5148140 5175429 0 5175429 9552 9552 5184981 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, 2020 AND 2019, 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 UNIVERSITY OF ALABAMA BOX 870136 TUSCALOOSA AL 35487 636001138 501(C)(3) 10000 STATE EDUCATION OUTREACH GRANT ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 911765129 501(C)(3) 17000 ADVANCING AFTERSCHOOL SEL & CHARACTER DEVELOPMENT POLICY GRANT AR STATE UNIVERSITY SYSTEM FOUNDATION INC PO BOX 1990 STATE UNIVERSITY AR 72467 716000556 501(C)(3) 10000 GRANT AWARD STEM POLICY CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 GRANT AWARD STEM POLICY CONNECTICUT AFTER SCHOOL NETWORK INC 12 MELROSE AVE BRANFORD CT 06405 061319872 501(C)(3) 10000 ADVANCING AFTERSCHOOL SEL & CHARACTER DEVELOPMENT POLICY GRANT CURATORS OF THE UNIVERSITY OF MISSOURI 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 436003859 501(C)(3) 10000 STATE EDUCATION OUTREACH GRANT EXPLORA SCIENCE CENTER& CHILDREN'S MUSEUM 1701 MOUNTAIN RD NW ALBUQUERQUE NM 87104 850442062 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT AND STEM POLICY GRANT INDIANA AFTERSCHOOL NETWORK 445 NORTH PENNSYLVANIA STREET SUITE 945 INDIANAPOLIS IN 46204 465592573 501(C)(3) 10000 GRANT AWARD STEM POLICY MASSACHUSETTS AFTERSCHOOL PARTNERSHIP INC 6 BEACON ST SUITE 312 BOSTON MA 02108 205116880 501(C)(3) 10000 GRANT AWARD STEM POLICY NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501(C)(3) 10000 GRANT AWARD STEM POLICY OREGON AEYC PO BOX 3 WILSONVILLE OR 97070 237088803 501(C)(3) 10000 GRANT AWARD STEM POLICY SC AFTERSCHOOL ALLIANCE 1611 DEVONSHIRE DR SUITE 101 COLUMBIA SC 29204 450506772 501(C)(3) 10000 GRANT AWARD STEM POLICY SCHOOL'S OUT WASHINGTON 801 23RD AVE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 10000 ADVANCING AFTERSCHOOL SEL & CHARACTER DEVELOPMENT POLICY GRANT TEXAS PARTNERSHIP OUT OF SCHOOL TIME 8509 FM 969 BUILDING 509 AUSTIN TX 78724 275024847 501(C)(3) 10000 STATE EDUCATION OUTREACH GRANT UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE COLCHESTER VT 05446 320399970 501(C)(3) 30000 STATE EDUCATION OUTREACH GRANT VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST NW ATLANTA GA 30303 020678823 501(C)(3) 25000 GRANT FOR OVERDECK PROJECT TO ADVANCE STEM POLICY AND STATE ED OUTREACH AWARD. WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 556017181 501(C)(3) 10000 ADVANCING AFTERSCHOOL SEL & CHARACTER DEVELOPMENT POLICY GRANT 18 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 262169 0 41520 0 0 0 8304 0 18894 0 330887 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 172200 0 20000 0 0 0 5443 0 0 0 197643 0 0 0 JENNIFER RINEHART SR VP STRATEGY & PROGRAMS 168470 0 15000 0 0 0 5135 0 0 0 188605 0 0 0 ERIK PETERSON SR VP POLICY 151163 0 12500 0 0 0 4800 0 10535 0 178998 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $41,520 URSULA HELMINSKI $20,000 JENNIFER RINEHART $15,000 ERIK PETERSON $12,500 IRINA ZABELLO $12,500 NIKKI YAMASHIRO $8,000 ALEXIS STEINES $5,000 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 2020 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 198,331. MANAGEMENT AND GENERAL EXPENSES 668. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 199,000. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 257,701. MANAGEMENT AND GENERAL EXPENSES 868. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 258,570. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 729,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 730,760. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 308,881. MANAGEMENT AND GENERAL EXPENSES 1,040. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 309,922. FORM 990, PART X, LINE 24: ON APRIL 14, 2020, THE ORGANIZATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $358,300 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. THE ORGANIZATION INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. THE ORGANIZATION INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD. IF FORGIVENESS IS GRANTED, THE ORGANIZATION WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS IS APPROVED.