2020-11-16T18:21:34-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2019-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 JOHN SCHILLING PRESIDENT 2022801990 2020-11-16 1 AMY CHAPMAN P00843460 5712279500 2020-11-16 108.48.156.67 2020-11-16 15:55:42 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 87826B80F82B7742AC94E6ED7EC5993094E974B0 2019 2021-01-29 14:40:06Z AFC GROWTH FUND JOHN SCHILLING 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 7946629 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 13562895 7217618 8950 8000 40384 80635 -166846 19897 13445383 7326150 3405188 3335297 0 0 0 0 0 0 276154 5278201 6468162 8683389 9803459 4761994 -2477309 9870640 7319700 539750 466119 9330890 6853581 X TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 2805878 56667 3848 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. 4279263 3278630 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. 1231916 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 TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 583869 8000 CONFERENCES:CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING, PROMOTING SCHOOL CHOICE AROUND THE COUNTRY AND LEADERSHIP DEVELOPMENT. 583869 8000 8900926 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 90 0 0 0 0 0 0 0 1 1 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 JOHN SCHILLING PRESIDENT 16.39 23.61 X 0 278434 30178 GREGORY BROCK CHIEF EXECUTIVE OFFICER 16.83 23.17 X 0 275769 19570 JENNIFER MILLER CFO/TREASURER 19.42 20.58 X 0 167606 23377 ANN DUPLESSIS MEMBER 10.00 5.00 X 0 66000 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 JOHN KIRTLEY VICE CHAIR 1.00 2.00 X X 0 0 0 WILLIAM E OBERNDORF CHAIRMAN 2.00 2.50 X X 0 0 0 LEE BARFIELD II MEMBER 1.00 1.50 X 0 0 0 HON KEVIN P CHAVOUS MEMBER 1.00 1.50 X 0 0 0 JIMMY HASLAM MEMBER 1.00 1.50 X 0 0 0 HON JOSEPH LIEBERMAN MEMBER 1.00 1.50 X 0 0 0 SISTER ROSEMARIE NASSIF MEMBER 1.00 1.50 X 0 0 0 EDWARD MCDERMOTT MEMBER 1.00 1.50 X 0 0 0 PAUL SHIVERICK MEMBER 1.00 1.50 X 0 0 0 HON SCOTT WALKER MEMBER 1.00 1.50 X 0 0 0 0 787809 73125 0 0 1 0 GO BIG MEDIA INC 44 CANAL CENTER PLZ SUITE 315 ALEXANDRIA VA 22314 MEDIA SERVICES 460041 PLATFORM DIGITAL INC PO BOX 1651 MADISON WI 53701 MEDIA SERVICES 146250 2 6782 7210836 509855 7217618 ANNUAL SUMMIT SPONSORS 900099 8000 8000 8000 77968 77968 512522 509855 2667 2667 2667 122718 6782 110624 12094 12094 VENDOR REFUND 900099 3955 3955 GRANT REFUND 900099 3848 3848 7803 7326150 11848 0 96684 3335297 3335297 96519 78520 13227 4772 34479 34479 98753 98753 661272 579057 24193 58022 590 590 80126 39582 38176 2368 85280 35847 49433 122845 99938 16834 6073 309095 255050 35467 18578 467975 437965 30010 14627 4218 10153 256 REIMBURSEMENT TO AFFILI 2758461 2218113 399061 141287 DIRECT PROGRAM EXPENSES 1233367 1233367 COMMUNICATIONS - NEWSLE 408228 408228 PUBLICATIONS AND SUBSCR 66322 63105 862 2355 30223 13886 3904 12433 9803459 8900926 626379 276154 489284 628878 3187574 3127168 6135828 3475955 1420 57954 86279 38876 38876 0 0 9870640 7319700 80835 162975 215000 10000 0 5000 243915 288144 539750 466119 X 2628134 2928577 6702756 3925004 9330890 6853581 9870640 7319700 -2477309 0 X 0 1 X 1 0 X 11992265 7984831 9606133 13562895 7333556 50479680 11992265 7984831 9606133 13562895 7333556 50479680 29973858 20505822 139717 116859 25044 40387 77968 399975 12205 18246 82050 3265 19897 135663 51015318 56400 0.40200 0.42920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58940 58940 9803460 9862400 643120 160780 0 0 674561 541424 584169 643120 2443274 3664911 172000 184066 176751 58940 591757 168640 135356 146042 160780 610818 916227 18923 18923 0 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 288144 288144 X 7436774 0 7436774 -110624 -110624 7326150 9914083 110624 110624 9803459 0 9803459 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -110,624. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 110,624. ANNUAL GALA 129500 6782 122718 35858 74766 129500 6782 122718 35858 74766 110624 12094 1 ALABAMA OPPORTUNITY SCHOLARSHIP FUND PO BOX 59188 BIRMINGHAM AL 35259 463813722 501(C)(3) 307630 IMPLEMENTATION SUPPORT IN AL BEACON CENTER OF TENNESSEE 201 4TH AVENUE N STE 1820 NASHVILLE TN 37219 640927212 501(C)(3) 30000 EDUCATIONAL CHOICE SUPPORT IN TN CHILDREN'S EDUCATION ALLIANCE OF MISSOURI 1310 PAPIN ST STE 106 ST LOUIS MO 63103 208002436 501(C)(3) 10000 EDUCATIONAL CHOICE SUPPORT IN MO EMPOWER ILLINOIS 200 NORTH LA SALLE STREET SUITE 23 CHICAGO IL 60601 272479414 501(C)(3) 250000 EDUCATIONAL CHOICE SUPPORT IN IL INDIANAPOLIS URBAN LEAGUE 77 INDIANA AVE INDIANAPOLIS IN 46202 356060655 501(C)(3) 40000 EDUCATIONAL CHOICE SUPPORT IN IN INDIANA NON-PUBLIC EDUCATION ASSOC 1400 N MERIDIAN STREET INDIANAPOLIS IN 46202 351474166 501(C)(3) 21000 EDUCATIONAL CHOICE SUPPORT IN IN INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 335000 IMPLEMENTATION SUPPORT IN IN PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 202754466 501(C)(3) 660000 IMPLEMENTATION SUPPORT IN NC POLICY BEST FOUNDATION INC 2900 DELK RD STE 700-13 MARIETTA GA 30067 475386604 501(C)(3) 40000 EDUCATIONAL CHOICE SUPPORT IN GA POWERED BY EDUCATION CORPORATION 1779 KIRBY PARKWAY SUITE 1512 MEMPHIS TN 38138 813656522 501(C)(3) 6667 EDUCATIONAL CHOICE SUPPORT IN TN PR EDUCATION FOUNDATION CORP PO BOX 10050 SAN JUAN PR 00908 660888097 501(C)(3) 30000 EDUCATIONAL CHOICE SUPPORT IN PUERTO RICO SCHOOL CHOICE OHIO 88 EAST BROAD STREET STE 640 COLUMBUS OH 43215 203130699 501(C)(3) 1500000 IMPLEMENTATION SUPPORT IN OH SCHOOL CHOICE WISCONSIN 350 BISHOPS WAY 104 BROOKFIELD WI 53005 383695127 501(C)(3) 75000 EDUCATIONAL CHOICE SUPPORT IN WI URBAN LEAGUE OF LOUISIANA 4640 S CARROLLTON AVE STE 21 NEW ORLEANS LA 70119 720423627 501(C)(3) 30000 EDUCATIONAL CHOICE SUPPORT IN LA 14 0 PART I, LINE 2: THE ORGANIZATION EMPLOYS AND/OR CONTRACTS WITH INDIVIDUALS WHO WORK IN SELECTED STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND PASS SCHOOL CHOICE LEGISLATION. THESE INDIVIDUALS WORK CLOSELY WITH THE ALLIES WITHIN THE SELECTED STATES AND GRANTEE ORGANIZATIONS IN THE STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 JOHN SCHILLING PRESIDENT 0 271934 0 6500 0 0 0 10953 0 19225 0 308612 0 0 GREGORY BROCK CHIEF EXECUTIVE OFFICER 0 269269 0 6500 0 0 0 11161 0 8409 0 295339 0 0 JENNIFER MILLER CFO/TREASURER 0 167606 0 0 0 0 0 6979 0 16398 0 190983 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. X 2 509855 FAIR MARKET VALUE 0 0 0 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 DOCUMENTS REQUIRED TO COMPLETE FORM 990. ONCE COMPLETED AND REVIEWED BY THE ACCOUNTING FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT VERSION OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATIONS PRESIDENT, CHIEF EXECUTIVE OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE PRESIDENT SIGNS THE RETURN AND A COMPLETE COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. 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 DEFIED 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 CA 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 FLORIDA EDUCATION EMPOWERMENT PAC PO BOX 1440 LUTZ FL 33548 813525965 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION FL 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 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 682140 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 2772703 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 1320157 ACTUAL FIGURES