2020-07-08T14:11:25-05:00 2019-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON ST NE ALBUQUERQUE NM 87109 990 2019-01-01 860945282 ACADEMY FOR THE LOVE OF LEARNING INC ACAD 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 AARON STERN PRES./EXECUTIVE DIR. 5059951860 2020-07-07 true ROBERT A DEPASQUALE P00446108 5053381500 2020-07-07 23.31.114.185 2020-07-08 14:11:25 CD P E01946ED3B7EAC013E6FCF264D0E33A58ACE5AF1 C57DF98062E5593ECB99FE7855BD497274F4AB33 2019 2021-01-29 14:40:06Z AARON STERN 133 SETON VILLAGE ROAD SANTA FE NM 87508 1787183 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. 6 3 19 8 0 1475861 1469614 196873 111505 176471 197927 9107 5180 1858312 1784226 8700 4200 0 1444304 1442523 0 244385 2189354 2238728 3642358 3685451 -1784046 -1901225 26489156 24863462 117713 181600 26371443 24681862 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 1759939 4200 46016 COMMUNITY PROGRAMS: THE ACADEMY CONTINUED TO IMPLEMENT ITS LEARNING FIELD MODEL THROUGH COMMUNITY PROGRAMS, SERVING: 442 PEOPLE IN THE INSTITUTE FOR TEACHING, A RECURRING CURRICULUM FOR TEACHERS, ADMINISTRATORS, AND SCHOOLS, INCLUDING WORKSHOPS, WISDOM CIRCLES, SUMMER INSTITUTE, AND EL OTRO LADO; 150 PEOPLE IN LIFESONGS CHOIRS AND ENSEMBLES; AND 728 PEOPLE IN WORKSHOPS AND SPECIAL EVENTS, INCLUDING BEARING WITNESS (AN ANNUAL CELEBRATION OF LEONARD BERNSTEIN'S LEGACY FOR LEARNING, REACHING AN ADDITIONAL 395 PEOPLE ONLINE) AND A FUTURE OF LEARNING DIALOGUE (REACHING AN ADDITIONAL 568 PEOPLE ONLINE). 536351 9000 RESEARCH: THE ACADEMY'S RESEARCH PROGRAM CONTINUED WITH INTERNAL APPLICATION AND IMPROVEMENT OF ITS LEARNING FIELD MODEL. THE ACADEMY SERVED 26 PEOPLE IN STAFF RETREATS AND FACULTY DEVELOPMENT, HAD AN ONGOING COLLABORATION WITH THE CENTER FOR HEALTHY MINDS AT THE UNIVERSITY OF WISCONSIN, AND PARTICIPATED IN MIND & LIFE DIALOGUES (REACHING ABOUT 7,400 PEOPLE ONLINE). 187754 55000 TRAININGS: THE ACADEMY WORKED WITH ANOTHER NONPROFIT ENTITY TO ENHANCE ITS LEARNING PROGRAMS BY BUILDING INTO THEM LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, SERVING 12 PEOPLE. 109268 1489 SETON: THE ACADEMY'S SETON LEGACY PROJECT SERVED 120 PEOPLE IN LECTURES, TOURS, AND THE SETON ANNUAL EXHIBITION. VENTANA: THE VENTANA PROGRAM TOOK A HIATUS WHILE THE ACADEMY CONSIDERED ITS FUTURE. 109268 1489 2593312 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 false false false false false false false false true 56 0 19 true false false false false false false false false false false false false X 6 3 false false false 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 X 0 0 0 VIVI ROGERS TRUSTEE X 0 0 0 MARIANNE MURRAY TRUSTEE/FACU 11.00 X 46950 0 0 ANN STAHL TREASURER X X 0 0 0 AARON STERN PRES./EXECUT 40.00 X X 145345 0 10174 DAVID GORDON VP/SECRETARY 36.00 X X 86010 0 6021 278305 16195 1 false true false DANIEL E BRANNEN JR 3 CALIENTE ROAD STE 5 SANTA FE NM 87508 LEGAL /CONSULT. 186020 1 4364 1465250 1469614 TRAININGS 55000 55000 COMMUNITY PROGRAMS 46016 46016 RESEARCH 9000 9000 SETON 1489 1489 111505 183884 183884 5130 5130 5130 5130 17000 2957 14043 14043 14043 OTHER INCOME 50 50 50 1784226 111505 203107 X 4200 4200 294500 209605 61567 23328 918745 690776 151251 76718 65856 48499 12092 5265 71436 51489 14034 5913 91986 66049 18623 7314 31908 18199 11762 1947 22240 12685 8198 1357 527829 347133 168191 12505 111384 49589 59257 2538 32859 24907 5157 2795 143574 50072 75435 18067 93687 37050 47066 9571 497904 372422 85076 40406 121191 90819 20422 9950 PROGRAMMATIC 324849 324849 REPAIRS & MAINTENANCE 214621 160981 35970 17670 NEW MEXICO GRT 68384 27658 40617 109 OTHER EXPENSES 36511 3861 28220 4430 11787 2469 4816 4502 3685451 2593312 847754 244385 335329 446567 2995161 1176888 5490 9000 125 12793 18685993 4070705 14941355 14615288 8206333 8597563 5363 5363 26489156 24863462 111433 121305 6280 60295 117713 181600 X 26305495 24653613 65948 28249 26371443 24681862 26489156 24863462 -1901225 211644 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263138 X X X X false 65948 37699 28249 139128 73180 65948 191760 15000 67632 139128 255602 63842 191760 485946 25000 255344 255602 1.00000 false false 680000 680000 16090552 3009861 13080691 394817 24092 370725 1257486 1036752 220734 263138 263138 14615288 CDS. -CHARLES SCHWAB 8478077 F RSF INVESTMENT FUND 119486 F 8597563 X 1995870 211644 211644 1784226 1784226 3685451 3685451 3685451 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 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, 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 2019 AND 2018, RESPECTIVELY. NO INTEREST OR PENALTIES WERE RECORDED IN 2019 OR 2018. SCHEDULE D, PAGE 4, PART XIII PART XIII-SUPPLEMENTAL FINANCIAL INFORMATION 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. 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 4,364 TO THE ACADEMY TO SUPPORT THE LIFESONGS PROGRAM. X X false false false false false false false false false AARON STERN PRES./EXECUTIVE DIR. 145345 10174 155519 DAVID GORDON TRUSTEE/VP/SEC 28379 LEASE false MARIANNE MURRAY TRUSTEE 46950 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. FORM 990, PAGE 2, PART III, LINE 4D SETON: THE ACADEMY'S SETON LEGACY PROJECT SERVED 120 PEOPLE IN LECTURES, TOURS, AND THE SETON ANNUAL EXHIBITION. VENTANA: THE VENTANA PROGRAM TOOK A HIATUS WHILE THE ACADEMY CONSIDERED ITS FUTURE. 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 CONSULTING 232,402 94,040 228 PAYROLL ADMINISTRATION 7,034 4,546 753 OTHER PROFESSIONAL FEES 107,697 69,605 11,524 TOTAL 347,133 168,191 12,505