2020-08-11T12:38:52-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 IRINA ZABELLO SR VP FINANCE & ADMIN. 2023472030 2020-08-11 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-08-11 13:38:47 ED P 5875A248B998C883929149C1EC584A9141C43956 407CDD8A61464B52054C498C0828D22C07A04125 2019 2020-09-23 17:36:50Z JODI GRANT 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 6437090 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 16 16 22 20 0 0 4516535 6049112 0 0 229726 225715 3163 651 4749424 6275478 152000 272000 0 0 2147392 2097941 0 0 85809 2826740 2678081 5126132 5048022 -376708 1227456 9214250 10489472 2675403 2448897 6538847 8040575 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 2665542 269000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL DEVELOPMENTS. TRAINING AFTERSCHOOL SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL FIELD IN THESE AREAS. 808137 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 912354 3000 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL MATERIALS ON THE AFTERSCHOOL ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENTS RELATED TO AFTERSCHOOL PROGRAMS. 117070 AMBASSADORS 90976 LOBBYING 157166 CHALLENGE 365212 4751245 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 24 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 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 REINALDO LLANO TREASURER 1.00 X X 0 0 0 JEAN MARGARET SMITH SECRETARY 1.00 X X 0 0 0 BARRY FORD DIRECTOR 1.00 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 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 RAY SANBORN DIRECTOR 1.00 X 0 0 0 HERB STURZ DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 276417 0 24281 IRINA ZABELLO SR VP FINANCE & ADMIN 40.00 X 108345 0 3042 JENNIFER RINEHART SR VP STRATEGY & PROGRAMS 32.00 X 164381 0 4262 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 35.00 X 172685 0 4659 ERIK PETERSON SR VP POLICY 40.00 X 155310 0 13602 877138 0 49846 5 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS & MEDIA 426496 PR SOLUTIONS INC 1156 15TH STREET NW SUITE 605 WASHINGTON DC 20005 COMMUNICATIONS & MEDIA 324840 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND VA 94807 STATE AND NAT'L COALITION BLDG. 250000 EDGE RESEARCH 1560 WILSON BLVD SUITE 475 ARLINGTON VA 22209 RESEARCH CONSULTING 125000 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 46204 CONSULTING/LOBBYING 114027 5 5852 192497 5850763 6049112 156356 156356 220 220 230971 161612 69359 69359 69359 MISCELLANEOUS 900099 431 431 431 6275478 0 0 226366 X 272000 272000 412085 360072 35864 16149 1438691 1288404 109473 40814 30634 27234 2483 917 90129 105449 -12060 -3260 126402 111588 10872 3942 869 419 450 40166 34924 3844 1398 90976 90976 9850 9850 1274899 1273712 150 1037 42142 42142 156279 143543 9211 3525 162595 151394 4969 6232 215422 188453 19875 7094 87314 86549 30 735 155955 147898 5455 2602 1545 1351 143 51 19812 17192 1971 649 6076 5421 475 180 STIPENDS AND AWARDS 249792 249792 PROGRAM FIELD FUNDS 129812 129812 EQUIPMENT 9177 7112 1844 221 DUES AND SUBSCRIPTIONS 8076 7890 186 17324 7918 5883 3523 5048022 4751245 210968 85809 167677 115442 4108358 4516259 504160 1287020 93737 84473 60830 61252 137280 57581 87629 79699 2168186 2342341 2023673 2002986 9214250 10489472 413423 243973 2261980 2204924 2675403 2448897 X 3360444 3453830 3178403 4586745 6538847 8040575 9214250 10489472 1227456 274272 0 X 0 1 X 1 0 X 5252597 4640511 5454851 4516535 6049112 25913606 5252597 4640511 5454851 4516535 6049112 25913606 16124330 9789276 56457 52437 67826 116175 156576 449471 4813 793 25054 3014 431 34105 26397182 0.37080 0.42570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35707 55269 90976 4957046 5048022 402401 100600 0 0 386449 427757 406307 402401 1622914 2434371 95357 141690 98833 90976 426856 96612 106939 101577 100600 405728 608592 37160 86646 41710 35707 201223 PART II-A, LOBBYING ACTIVITIES: LOBBYING ACTIVITIES IN 2019 WERE AROUND FY20 APPROPRIATIONS (ASKING FOR INCREASE IN 21ST CENTURY COMMUNITY LEARNING CENTER PROGRAM), AS WELL AS ADVOCATING FOR REAUTHORIZATION OF THE CHILD NUTRITION ACT AND THE HIGHER EDUCATION ACT, AND S. 1770 THE RISE FROM TRAUMA ACT. 1784517 331953 219922 1896548 1949957 -90453 74987 1784517 1758959 262710 71712 1949957 1683606 130581 55228 1758959 1760795 -687 76502 1683606 0.00000 0.77560 0.22440 0 0 30253 5810 24443 15200 8787 6413 91827 42984 48843 79699 DEFERRED COMPENSATION 331625 DEPOSITS 16872 RIGHT-OF-USE ASSET 1654489 2002986 FINANCE LEASE 7267 DEFERRED COMPENSATION OBLIGATION 331625 OPERATING LEASE OBLIGATION 1866032 2204924 X 6539900 274272 274272 6265628 9850 9850 6275478 5038172 0 5038172 9850 9850 5048022 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, 2019 AND 2018, THE ALLIANCE 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 UNITED WAY OF TENNESSEE 209 GOTHIE COURT SUITE 107 FRANKLIN TN 37067 626049469 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT SPPG LLC 2910 WESTOWN PARKWAY SUITE 302 WEST DES MOINES IA 50266 371834590 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT TEXAS PARTNERSHIP OUT OF SCHOOL TIME 8509 FM 969 BUILDING 509 AUSTIN TX 78724 275024847 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT CURATORS OF THE UNIVERSITY OF MISSOURI 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 436003859 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT SAVE THE CHILDREN 501 KINGS HWY EAST SUITE 400 FAIRFIELD CT 06825 060726487 501(C)(3) 20000 STATE EDUCATION OUTREACH GRANT ALASKA CHILDREN'S TRUST 400 ANCHORAGE AK 99503 911765129 501(C)(3) 10000 SOCIAL EMOTIONAL LEARNING POLICY GRANT SCHOOL'S OUT WASHINGTON 801 23RD AVENUE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 10000 SCHOOL'S OUT OF WASHINGTON/ BECHTEL/ SEL POLICY GRANT CONNECTICUT AFTER SCHOOL NETWORK INC 12 MELROSE AVENUE BRANFORD CT 06405 061319872 501(C)(3) 10000 SOCIAL EMOTIONAL LEARNING POLICY GRANT WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 556017181 501(C)(3) 10000 SOCIAL EMOTIONAL LEARNING POLICY GRANT NEBRASKA CHILDREN AND FAMILIES FOUND 215 CENTENNIAL MALL SOUTH SUITE 200 200 LINCOLN NE 68508 911829974 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT METROPOLIAN FAMILY SERVICE 1 N DEARBORN SUITE 1000 CHICAGO IL 60602 362167940 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT ARKANSAS STATE UNIVERSITY PO BOX 1990 STATE UNIVERSITY AR 72467 716000556 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT EXPLORA SCIENCE CENTER& CHILDREN'S MUSEUM 1701 MOUNTAIN ROAD NW ALBUQUERQUE NM 87104 850442062 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT OREGON AEYC PO BOX 3 WILSONVILLE OR 97070 237088803 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT SC AFTERSCHOOL ALLIANCE 1611 DEVONSHIRE DRIVE SUITE 101 COLUMBIA SC 29204 450506772 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVENUE COLCHESTER VT 05446 320399970 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT MASSACHUSETTS AFTERSCHOOL PARTNERSHIP INC 6 BEACON STREET SUITE 312 BOSTON MA 02108 205116880 501(C)(3) 10000 PUBLIC SCHOOL FORUM OF NC, INC/ GRANT FOR OVERDECK PROJECT UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 10000 GRANT FOR OVERDECK PROJECT TO ADVANCE STEM POLICY PUBLIC SCHOOL FORUM OF NC INC 3725 NATIONAL DRIVE SUITE 101 RALEIGH NC 27612 581654064 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT RURAL DYNAMICS INC 410 CENTRAL AVENUE SUITE 401 GREAT FALLS MT 59403 810303443 501(C)(3) 5000 GRANT PER OVERDECK PROJECT FUND FOR EDUCATIONAL EXCELLENCE 1500 UNION AVENUE SUITE 2300 BALTIMORE MD 21211 521129402 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT INDIANA AFTERSCHOOL NETWORK 445 N PENNSYLVANIA ST SUITE 945 INDIANAPOLIS IN 46204 465592573 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT JANNUS INC 1607 W JEFFERSON STREET BOISE ID 83702 816035382 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA STREET NW ATLANTA GA 30303 020678823 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT TO ADVANCE STEM POLICY NY STATE NETWORK FOR YOUTH SUCCESS 415 RIVER STREET 2ND FLOOR TROY NY 12180 133841114 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT TO ADVANCE STEM POLICY LOUISIANA TECH UNIVERSITY FOUNDATION PO BOX 3183 RUSTON LA 71272 726021176 501(C)(3) 5000 GRANT FOR OVERDECK PROJECT TO ADVANCE STEM POLICY 27 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 249801 0 26616 0 0 0 7319 0 16962 0 300698 0 0 0 JENNIFER RINEHART SR VP STRATEGY & PROGRAMS 151881 0 12500 0 0 0 4262 0 0 0 168643 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 160185 0 12500 0 0 0 4659 0 0 0 177344 0 0 0 ERIK PETERSON SR VP POLICY 147810 0 7500 0 0 0 4125 0 9477 0 168912 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $26,120 IRINA ZABELLO $5,000 JENNIFER RINEHART $12,500 URSULA HELMINSKI $12,500 ERIK PETERSON $7,500 FORM 990, PART VI, SECTION A, LINE 4 AT THE JULY 2019 BOARD MEETING, THE BOARD APPROVED REVISED BYLAWS. CHANGES MADE REFLECT THE WAY THE BOARD CONDUCTS BUSINESS. APPROVAL OF ACTION ITEMS CAN BE DONE VIA EMAIL. THE EXECUTIVE COMMITTEE STRUCTURE WILL NOW INCLUDE COMMITTEE CHAIRS; THE ADVISORY COMMITTEE TO THE AUDIT COMMITTEE HAS BEEN ELIMINATED, AND THE FINANCE COMMITTEE WILL OVERSEE THE AUDIT MATTERS IN THE FUTURE. IN ADDITION, THE BOARD MEMBER TERMS WILL BE RENEWED AT THE ANNUAL MEETING. 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 2019 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 204,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,000. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 130,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,323. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 625,601. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 626,601. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 313,788. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 37. TOTAL EXPENSES 313,975.