2021-11-15T16:28:30-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 THOMAS SCHULTZ CEO 2022801990 2021-11-15 1 THOMAS SCHULTZ XXX-XX-XXXX AMY CHAPMAN P00843460 5712279500 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AFC GROWTH FUND THOMAS SCHULTZ 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 5109056 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 7217618 5002787 8000 0 80635 15216 19897 91053 7326150 5109056 3335297 1869750 0 0 0 49000 0 0 423923 6468162 6843875 9803459 8762625 -2477309 -3653569 7319700 3553977 466119 353965 6853581 3200012 TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 1777176 1849750 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. 4288571 PROGRAM IMPLEMENTATION: CONDUCT MARKETING 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 THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIGIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBLICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 1353655 20000 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. 164864 164864 7584266 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 0 0 0 0 0 1 0 1 0 1 90 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X JENNIFER MILLER 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 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 66000 0 JIMMY HASLAM DIRECTOR 1.00 1.50 X 0 0 0 SISTER ROSEMARIE NASSIF DIRECTOR 1.00 1.50 X 0 0 0 EDWARD MCDERMOTT DIRECTOR 1.00 1.50 X 0 0 0 HON SCOTT WALKER DIRECTOR 1.00 1.50 X 0 0 0 JOHN SCHILLING PRESIDENT 17.51 22.49 X 0 320706 32559 GREGORY BROCK CHIEF EXECUTIVE OFFICER 13.68 26.32 X 0 318504 23545 JENNIFER MILLER CFO/TREASURER 16.43 23.57 X 0 179993 37157 0 885203 93261 0 0 1 0 FLUENT LLC 300 VESEY STREET 9TH FL NEW YORK NY 10282 DIGITAL ADS 506570 MIDWEST COMMUNICATIONS GROUP PO BOX 441 FRANKLIN IN 46131 DIRECT MAIL 236715 MICHAEL BENJAMIN 2313 MESSENGER CIRCLE SAFETY HARBOR FL 34695 CONSULTING 121000 AWARENESS ANALYTICAL PARTNERS LLC 43 PAOLI PLAZA 117 PAOLI PA 19301 DIGITAL MARKETING ADS 120000 4 5002787 5002787 15216 15216 LIST PURCHASE 900099 91053 91053 91053 5109056 0 0 106269 1869750 1869750 49000 49000 237181 119940 105406 11835 33805 33805 693970 638469 30846 24655 666 666 64493 28297 33452 2744 73810 25947 47863 112226 85636 18140 8450 122330 101797 11282 9251 79369 73906 5463 21104 8612 11642 850 REIMBURSEMENT TO AFFILI 2695192 2032541 456119 206532 DIRECT PROGRAM EXPENSES 2140121 1994865 145256 COMMUNICATIONS-NEWSLETT 451986 451986 PUBLICATIONS & SUBSCRIP 25890 24555 1165 170 91732 78965 4050 8717 8762625 7584266 754436 423923 628878 898862 3127168 2542385 3475955 1420 7 86279 112723 37255 37255 0 0 7319700 3553977 162975 40457 10000 25219 5000 11000 288144 277289 466119 353965 X 2928577 2881334 3925004 318678 6853581 3200012 7319700 3553977 -3653569 0 X 0 1 X 1 0 X 7984831 9606133 13562895 7333556 5002787 43490202 7984831 9606133 13562895 7333556 5002787 43490202 26250876 17239326 116859 25044 40387 77968 15216 275474 18246 82050 3265 19897 91053 214511 43980187 43400 0.39200 0.40200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8762625 8762625 588131 147033 0 0 541424 584169 643120 588131 2356844 3535266 184066 176751 58940 419757 135356 146042 160780 147033 589211 883817 17302 17302 0 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 277289 277289 X 5109056 0 5109056 0 5109056 8762625 0 8762625 0 8762625 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 ALABAMA OPPORUTNITY SCHOLARSHIP FUND PO BOX 59188 BIRMINGHAM AL 35259 463813722 501(C)(3) 150000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN AL ASSOCIATED PROFESSIONAL EDUCATORS OF LOUISIANA 7907 WRENWOOD BLVD STE B BATON ROUGE LA 70809 720987295 501(C)(3) 35000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN LA ARIZONA CORONAVIRUS RELIEF FUND 100 N 7TH AVE STE 400 PHOENIX AZ 85007 452356396 501(C)(3) 37500 N/A N/A EDUCATIONAL CHOICE EFFORTS IN AZ EMPOWER IL 200 NORTH LA SALLE ST STE 23 CHICAGO IL 60601 272479414 501(C)(3) 30000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN IL INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 200000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN IN MY SC EDUCATION PO BOX 12676 COLUMBIA SC 29211 815243490 501(C)(3) 100000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN SC PARENTS FOR EDUCATIONAL FREEDOM NC 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 202754466 501(C)(3) 470000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN NC POWERED BY EDUCATION 1779 KIRBY PARKWAY STE 1512 MEMPHIS TN 38138 813656522 501(C)(3) 54250 N/A N/A EDUCATIONAL CHOICE EFFORTS IN TN SCHOOL CHOICE OHIO 1335 DUBLIN RD COLUMBIA OH 43215 203130699 501(C)(3) 725000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN OH SCLC MEMPHIS CHAPTER 5170 DENTON COVE MEMPHIS TN 38125 822951861 501(C)(3) 48000 N/A N/A EDUCATIONAL CHOICE EFFORTS IN TN YOUNG VOICES 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 812593815 501(C)(3) 20000 N/A N/A EDUCATIONAL CHOICE EFFORTS 11 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 JOHN SCHILLING PRESIDENT 0 301206 0 19500 0 0 0 14472 0 18087 0 353265 0 0 GREGORY BROCK CHIEF EXECUTIVE OFFICER 0 299004 0 19500 0 0 0 14497 0 9048 0 342049 0 0 JENNIFER MILLER CFO/TREASURER 0 179993 0 0 0 0 0 9399 0 27758 0 217150 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE PRESIDENT AND CEO COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND CEO ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS AND PRESENTED TO THE NATIONAL DIRECTOR OF OPERATIONS AT CONCLUSION. DURING THIS PROCESS, THE CHAIRMAN WILL ALSO REVIEW THE COMPENSATION OF OTHER HIGHLY COMPENSATED EMPLOYEES, INCLUDING THE CHIEF OPERATION OFFICER (COO), CFO/TREASURER AND OTHER TOP MANAGEMENT OFFICIALS. THE PRESIDENT AND CEO CONDUCTS THE EVALUATIONS OF MANAGEMENT OFFICIALS AND OTHER 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. STATE DIRECTORS CAN RECEIVE A 10% COMMISSION ON LOCAL DONATIONS THEY TOOK PART IN RAISING, CAPPED AT 33% OF SALARY. FORM 990, PART VI, SECTION A, LINE 1 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 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. AMERICAN FEDERATION FOR CHILDREN INC 1020 19TH STREET NW SUITE 675 WASHINGTON DC 20036 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS IN 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 1020 19TH STREET NW SUITE 675 WASHINGTON DC 20036 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 134 S 13TH STREET SUITE 1200 LINCOLN NE 68508 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 1020 19TH STREET NW STE 675 WASHINGTON DC 20036 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 0 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 668563 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 2702287 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 909150 ACTUAL FIGURES