2020-11-06T13:38:57-06:00 2020-06-30 560574444 CHERRY BEKAERT LLP 300 MORRIS STREET SUITE 260 DURHAM NC 27701 990 2019-07-01 562230469 THE EMILY KRZYZEWSKI FAMILY LIFE CENTER INC EMIL 9196800308 904 WEST CHAPEL HILL STREET DURHAM NC 277013060 BRANDIE FINTCHRE TREASURER 9196800308 2020-11-02 1 AMANDA ADAMS P00748038 9193838585 24.30.12.216 2020-11-02 09:26:29 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2019 2021-01-29 14:40:06Z EMILY K CENTER ADAM EIGENRAUCH 904 WEST CHAPEL HILL STREET DURHAM NC 277013060 8862533 0 X WWW.EMILYK.ORG X 2000 NC TO DEVELOP EDUCATED STUDENT LEADERS AND SERVE AS A COLLEGE ACCESS HUB IN DURHAM, NC 24 23 79 166 0 0 4068797 4644428 79997 42177 157276 307858 -42536 11244 4263534 5005707 1304 11809 0 0 1507065 1789875 0 52805 429993 991957 805328 2500326 2659817 1763208 2345890 17067447 19680955 165816 378580 16901631 19302375 X OUR MISSION IS TO INSPIRE STUDENTS TO DREAM BIG, ACT WITH CHARACTER AND PURPOSE, AND REACH THEIR POTENTIAL AS LEADERS IN THE COMMUNITY. THE EMILY K CENTER SERVES AS A COLLEGE ACCESS HUB IN DURHAM, N.C., PROPELLING K-12 STUDENTS AND GRADUATES TOWARDS SUCCESS IN COLLEGE THROUGH ITS K TO COLLEGE PROGRAMS WHILE ALSO OFFERING COLLEGE INFORMATION AND ADVISING SUPPORT TO ANY LOCAL HIGH SCHOOL STUDENT THROUGH THE GAME PLAN: COLLEGE PROGRAM. THROUGH BROADER FACILITY PARTNERSHIPS, THOUSANDS OF ADDITIONAL STUDENTS AND COMMUNITY MEMBERS USE THE CENTER AS A PLACE TO CONVENE, LEARN, AND GROW. 0 0 1361544 11809 THE CENTER OPERATES FOUR PROGRAMS THAT ARE ALL ALIGNED WITH THE GOAL OF PROVIDING ACADEMIC SUPPORT, COLLEGE READINESS AND COLLEGE COMPLETION SUPPORT FOR STUDENTS WHO FACE THE MOST PRONOUNCED BARRIERS TO SUCCESSFULLY NAVIGATING AND COMPLETING HIGHER EDUCATION. AS A GENERAL NOTE THAT IS RELEVANT TO ALL PROGRAM OPERATIONS FOR THE 2019-20 PROGRAM YEAR, DUE TO THE COVID-19 GLOBAL PANDEMIC, THE EMILY K CENTER SUSPENDED ITS IN-PERSON PROGRAMMING AND CONVERTED TO A VIRTUAL SERVICE DELIVERY MODEL BEGINNING MARCH 16, 2020 AND CONTINUING THROUGH THE FIRST SEMESTER OF 2020 (DECEMBER 2020) WITH THE INTENTION OF RESUMING IN-PERSON OPERATION IN JANUARY 2021 PENDING RECOMMENDATIONS FROM FEDERAL, STATE AND LOCAL AUTHORITIES. A NOTE ABOUT THE GENERAL IMPACT OF THIS TRANSITION IS MADE IN EACH PROGRAM DESCRIPTION BELOW. OUR THREE K TO COLLEGE PROGRAMS ARE:THE PIONEER SCHOLARS PROGRAM ENSURES THAT OUR ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE BUILDING THEIR ACADEMIC AND PERSONAL LEADERSHIP SKILLS, ACHIEVING IN SCHOOL, AND LAYING THE FOUNDATION FOR FUTURE COLLEGE SUCCESS. DURING THE 2019-20 ACADEMIC YEAR, PRIOR TO THE COVID-19 PANDEMIC, THE PIONEER SCHOLARS PROGRAM OPERATED FIVE DAYS PER WEEK FOR AN AVERAGE OF 7.5 HOURS PER WEEK. PRE-COVID, OUR 88 PIONEER SCHOLARS STUDENTS IN GRADES 1-8 DEMONSTRATED AN AVERAGE DAILY ATTENDANCE RATE OF 94%. AS A RESULT OF THE COVID-19 PANDEMIC, THE PROGRAM SHIFTED TO A FOUR DAY PER WEEK MODEL WITH AN AVERAGE OF 6 HOURS OF PROGRAMMING PER WEEK, AND ATTENDANCE WAS MADE OPTIONAL BUT HIGHLY ENCOURAGED IN ORDER TO ACCOMMODATE THE NEW DEMANDS FAMILIES FACED IN TERMS OF BALANCING NEW WORK, HOME-BASED LEARNING AND CHILD CARE RESPONSIBILITIES. IN AN EFFORT TO STEM THE LEARNING LOSS THAT CAN OCCUR DURING SUMMER BREAKS, THE PIONEER SCHOLARS PROGRAM ALSO PROVIDES A SUMMER SCHOLARS PROGRAM, WHICH IS TYPICALLY DELIVERED AS A THREE WEEK PROGRAM BUT WAS REDUCED TO A TWO WEEK VIRTUAL PROGRAM THIS SUMMER. THE PROGRAM RAN SIX HOURS PER DAY OVER TWO WEEKS. FIFTY-NINE STUDENTS ATTENDED SUMMER SCHOLARS AND COMPLETED A TOTAL OF 60 HOURS EACH OF PROJECT-BASED ACADEMIC ENRICHMENT AND SKILL-BUILDING DESIGNED TO ENSURE THEIR READINESS FOR THE YEAR AHEAD, AS WELL AS CULTURALLY ENRICHING ACTIVITIES AND SOCIOEMOTIONAL SKILL BUILDING TO ENHANCE THEIR ABILITY TO COPE WITH THE SIGNIFICANT ENVIRONMENTAL STRESSORS THAT MARKED THE 2019-20 ACADEMIC YEAR. IN ADDITION TO PROVIDING CORE PROGRAM SERVICES, PIONEER SCHOLARS STAFF ALSO ENSURED FAMILIES RECEIVED THE MOST UP TO DATE INFORMATION ABOUT COMMUNITY RESOURCES VITAL TO FAMILY BASIC NEEDS AND WELL-BEING, AND ALSO PROVIDED TECHNICAL SUPPORT TO SCHOLARS AND FAMILIES IN NEED OF ASSISTANCE NAVIGATING TECHNOLOGICAL BARRIERS TO EFFECTIVE ENGAGEMENT IN REMOTE LEARNING.THE SCHOLARS TO COLLEGE PROGRAM IS DESIGNED TO ASSIST HIGH SCHOOL STUDENTS WHO FACE THE MOST PRONOUNCED BARRIERS TO HIGHER EDUCATION TO SUCCEED ACADEMICALLY AND PERSONALLY, BECOMING GRADUATING SENIORS WHO ARE SCHOLARSHIP-ELIGIBLE AND COLLEGE-READY. THIS YEAR, OUR 123 SCHOLARS TO COLLEGE HIGH SCHOOL STUDENTS PARTICIPATED IN AN AVERAGE OF 5.5 HOURS OF WEEKLY CURRICULUM-BASED INSTRUCTION, INDIVIDUALIZED ACADEMIC COACHING AND COLLEGE ADVISING, 1:1 TUTORING, STANDARDIZED TEST PREPARATION, LEADERSHIP DEVELOPMENT AND CULTURAL ENRICHMENT ACTIVITIES AT THE CENTER. WHILE THE COVID-19 PANDEMIC FORCED THIS PROGRAM TO SHIFT TO VIRTUAL PROGRAM DELIVERY, THE NUMBER OF SERVICE HOURS DID NOT CHANGE, AND THERE WAS NO SIGNIFICANT CHANGE TO STUDENTS' PROGRAM ATTENDANCE. STUDENTS IN THE SCHOLARS TO COLLEGE PROGRAM ALSO ATTEND SUMMER PROGRAMMING DESIGNED TO ENSURE THEY CONTINUE TO BUILD LEADERSHIP SKILLS AND PLAN FOR THE MAJOR COLLEGE ACCESS TASKS FOR THE YEAR AHEAD. THIS YEAR, STUDENTS ATTENDED A ONE OR TWO WEEK VIRTUAL "BOOT CAMP" (DEPENDING ON THEIR GRADE) TOTALING AN AVERAGE OF 16.25 HOURS OF DIRECT INSTRUCTION. IN ADDITION TO PROVIDING CORE PROGRAM SERVICES, SCHOLARS TO COLLEGE STAFF ALSO ENSURED FAMILIES RECEIVED THE MOST UP TO DATE INFORMATION ABOUT COMMUNITY RESOURCES VITAL TO FAMILY BASIC NEEDS AND WELL-BEING, PROVIDED LOANER COMPUTER DEVICES TO STUDENTS WITHOUT LAPTOPS AND INTERNET CONNECTIVITY, AND PROVIDED TECHNICAL SUPPORT TO SCHOLARS AND FAMILIES IN NEED OF ASSISTANCE NAVIGATING TECHNOLOGICAL BARRIERS TO EFFECTIVE ENGAGEMENT IN REMOTE LEARNING.THE SCHOLARS ON CAMPUS PROGRAM ENSURES THAT STUDENTS WHO COMPLETE THE SCHOLARS TO COLLEGE PROGRAM AND OPT TO CONTINUE IN OUR COLLEGE COMPLETION PROGRAM SUCCESSFULLY TRANSITION TO AND COMPLETE HIGHER EDUCATION BY SUPPORTING THEIR DEVELOPMENT IN THE AREAS OF ACADEMIC AND CAMPUS ENGAGEMENT, CAREER PLANNING, AND FINANCIAL RESPONSIBILITY THROUGH AN INTRUSIVE ADVISING AND SUPPORT MODEL. THE 2019-20 ACADEMIC YEAR MARKED AN IMPORTANT EXPANSION OF THIS PROGRAM FROM A TWO-YEAR COLLEGE SUPPORT PROGRAM TO A FOUR-YEAR COLLEGE COMPLETION PROGRAM, THUS SIGNIFICANTLY INCREASING THE PROGRAM'S ENROLLMENT AND OPERATIONS. THIS YEAR, 89 SCHOLARS ON CAMPUS STUDENTS PARTICIPATED IN CAPACITY-BUILDING WORKSHOPS, INDIVIDUALIZED ADVISING AND COACHING, 1:1 CAMPUS VISITS, AND A PRE-COLLEGE TRANSITION RETREAT. BECAUSE THE SCHOLARS ON CAMPUS PROGRAM TYPICALLY EMPLOYS A NUMBER OF VIRTUAL AND TECHNOLOGY-BASED METHODOLOGIES TO PROVIDE SUPPORT TO STUDENTS, COVID-19 DID NOT SIGNIFICANTLY IMPACT THE SERVICE DELIVERY MODEL. HOWEVER, THE FOCUS ON PROVIDING SUPPORT TO ENSURE STUDENTS' ABILITY TO SUCCESSFULLY RETURN HOME AFTER CAMPUS CLOSURES AND TO ACCESS THE REQUISITE TECHNOLOGY TO CONTINUE ENGAGING IN THEIR LEARNING WAS MORE PRONOUNCED. STUDENT PROGRESS IS EVALUATED ACROSS ALL THREE OF THE ABOVE REFERENCED PROGRAMS USING BOTH QUALITATIVE AND QUANTITATIVE ASSESSMENT METHODOLOGIES DESIGNED TO DETERMINE HOW WELL WE ARE MEETING OUR SUCCESS GOALS AS WELL AS TO ASSESS OUR STUDENTS AND FAMILIES' EXPERIENCES WITHIN OUR PROGRAMS. AS A RESULT OF THE TIMING OF THE COVID-19 PANDEMIC, UNFORTUNATELY, MANY OF THE CRITICAL DATA POINTS USED TO ASSESS ANNUAL OUTCOMES WERE NOT AVAILABLE FOR ANALYSIS THIS YEAR. REPRESENTATIVE RESULTS FROM THE 2019-20 ACADEMIC YEAR INCLUDE THE FOLLOWING HIGHLIGHTS. 81% OF STUDENTS IN PIONEER SCHOLARS STUDENTS WERE MEETING OR EXCEEDING ACADEMIC BENCHMARKS FOR THE PROGRAM, AS MEASURED BY OBTAINING GRADES OF B OR HIGHER IN SCHOOL AS OF THE END OF THE FIRST SEMESTER. 100% OF PARENTS IN THE PIONEER SCHOLARS PROGRAM FEEL THAT THE PROGRAM HELPS THEIR STUDENTS BUILD THEIR ACADEMIC AND LEADERSHIP SKILLS AND REPORT THAT THE PROGRAM INCREASES THEIR CONFIDENCE THAT THEIR STUDENT WILL ATTEND COLLEGE. OUR HIGH SCHOOL STUDENTS IN THE SCHOLARS TO COLLEGE PROGRAM DEMONSTRATED COLLEGE READINESS LEVELS THAT FAR EXCEEDED THEIR PEERS ON A NATIONAL LEVEL IN BOTH ENGLISH (85% VS. 59%) AND MATH (85% VS. 39%). OUR 30 GRADUATING SENIORS IN THE SCHOLARS TO COLLEGE CLASS OF 2020 EARNED 150 ACCEPTANCES TO 56 COLLEGES. LASTLY, 100% OF FIRST YEAR COLLEGE STUDENTS IN SCHOLARS ON CAMPUS ENROLLED ON TIME AS FULL TIME STUDENTS DURING THE FALL SEMESTER, AND PERSISTED FROM SEMESTER 1 TO SEMESTER 2, AND WE CELEBRATED THE COLLEGE COMPLETION MILESTONE FOR EIGHT COLLEGE SENIORS IN MAY 2020. 314592 THE EMILY K CENTER'S GAME PLAN: COLLEGE PROGRAM PROVIDES POSTSECONDARY INFORMATION, ADVISING AND SUPPORT TO HIGH SCHOOL STUDENTS IN DURHAM THROUGH A STRONG PARTNERSHIP WITH OUR LOCAL SCHOOL DISTRICT. THROUGH THIS PROGRAM, WE ARE ABLE TO CONTRIBUTE TO BOTH THE DISTRICT'S AND THE CENTER'S SHARED GOAL OF ENSURING THAT ALL STUDENTS HAVE EQUITABLE ACCESS TO THE INFORMATION AND SUPPORT THEY NEED TO PURSUE THEIR POSTSECONDARY GOALS. STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE, WHO COME FROM LOW INCOME FAMILY BACKGROUNDS, AND WHO ARE MEMBERS OF RACIAL/ETHNIC GROUPS THAT ARE UNDER-REPRESENTED IN HIGHER EDUCATION ARE THE TARGET POPULATION FOR THIS PROGRAM, ALTHOUGH ANY STUDENT WHO RESIDES IN DURHAM AND/OR ATTENDS A DURHAM PUBLIC SCHOOLS HIGH SCHOOL CAN ACCESS THE SERVICES. THROUGH SCHOOL AND COMMUNITY BASED COLLEGE ACCESS WORKSHOPS, OUR PROGRAM PROVIDES STUDENTS WITH ALL OF THE INFORMATION, TOOLS AND RESOURCES THEY NEED TO IDENTIFY THEIR BEST-FIT POSTSECONDARY OPTION AND TO FOLLOW THROUGH ON COMPLETING THE APPLICATION PROCESS AND ENROLLMENT PROCESS. ADDITIONALLY, THE PROGRAM PROVIDES STUDENTS WITH OPPORTUNITIES TO MEET WITH COLLEGE ADMISSIONS REPRESENTATIVES AND CULTIVATES SPECIALIZED SERVICES FOR MEMBERS OF OUR TARGET POPULATION, SUCH AS STANDARDIZED TEST PREPARATION AND SUMMER INTENSIVE WORKSHOPS. THIS YEAR, GAME PLAN: COLLEGE SERVED 1,758 STUDENTS ACROSS ALL 13 HIGH SCHOOLS IN DURHAM, REFLECTING SERVICE THROUGH WORKSHOPS TO 1,267 STUDENTS AND 1:1 ADVISING TO 391 STUDENTS. ADVISING SERVES AS A CRITICAL SUPPORT IN HELPING STUDENTS TO RESOLVE THE ISSUES NECESSARY TO SUCCESSFULLY COMPLETE THEIR COLLEGE/POSTSECONDARY APPLICATION PROCESSES. GAME PLAN: COLLEGE ALSO CONVENED THE DISTRICT'S COUNSELORS FOR BOTH AN APPRECIATION EVENT AND TO CONDUCT AN INFORMAL NEEDS ASSESSMENT TO IDENTIFY EXISTING GAPS THAT THE CENTER CAN CONTINUE TO STRIVE TO MEET IN SERVING THE COMMUNITY'S EDUCATIONAL NEEDS. GAME PLAN: COLLEGE SHIFTED ITS SERVICE DELIVERY FROM IN-PERSON TO VIRTUAL AS A RESULT OF THE COVID-19 PANDEMIC. DURING THIS PHASE, THE PROGRAM WAS ABLE TO PROVIDE 54 VIRTUAL COLLEGE INFORMATION SESSIONS AND 18 COLLEGE ACCESS WORKSHOPS, AS WELL AS CONTINUING ITS INDIVIDUALIZED ADVISING SERVICES. THE PROGRAM ALSO HOSTED A SUMMER INTENSIVE WORKSHOP THROUGH WHICH 23 STUDENTS FROM OUR TARGET POPULATION PARTICIPATED IN A TWO-WEEK PROGRAM DESIGNED TO GIVE HELP THEM GET A SOLID START TO THEIR COLLEGE AND FINANCIAL AID PROCESS FOR THE YEAR AHEAD. 294586 42177 IN ADDITION TO COLLEGE ACCESS PROGRAMMING, THE EMILY K CENTER ENHANCES THE IMPACT OF LOCAL ORGANIZATIONS THROUGH FACILITY PARTNERSHIPS BY SERVING AS A HOME AND RESOURCE FOR NON-PROFITS, SCHOOLS, AND COMMUNITY GROUPS AS THEY CONVENE, LEARN, AND GROW. THIS YEAR, 40 FACILITY PARTNERS RAN PROGRAMS, HOSTED EVENTS, AND HELD MEETINGS AT THE CENTER, SERVING MORE THAN 1,200 STUDENTS AND COMMUNITY MEMBERS IN AN AVERAGE WEEK. THE CENTER PROVIDED SPACE FOR FREE TO OVER 90% OF THESE PARTNERS, RESULTING IN SIGNIFICANT RENTAL SAVINGS FOR THESE ORGANIZATIONS. DUE TO THE COVID-19 OUTBREAK, THE FACILITY WAS TEMPORARILY CLOSED ON MARCH 16, 2020. A STAGED REOPENING BEGAN IN AUGUST 2020. 1970722 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X LAUREN GARDNER 9196800308 904 WEST CHAPEL HILL STREET DURHAM NC 27701 MICHAEL KRZYZEWSKI CHAIR 3.00 X X 0 0 0 JAMIE K SPATOLA VICE-CHAIR 3.00 X X 0 0 0 BRANDIE FINTCHRE TREASURER 3.00 X X 0 0 0 BARRY PEA SECRETARY 3.00 X X 0 0 0 ROBIN BAREFOOT DIRECTOR 3.00 X 0 0 0 MICHELLE BEISCHER DIRECTOR 3.00 X 0 0 0 DOROTHY C BROWNE DIRECTOR 2.00 X 0 0 0 DANA CORCORAN DIRECTOR 2.00 X 0 0 0 JANE DIMMIG DIRECTOR 2.00 X 0 0 0 DIANE EVIA-LANEVI DIRECTOR 2.00 X 0 0 0 GENEVIA GEE FULBRIGHT DIRECTOR 2.00 X 0 0 0 JAMES FUTRELL DIRECTOR 2.00 X 0 0 0 JAZMIN GARCIA SMITH DIRECTOR 2.00 X 0 0 0 LUIS HERNANDEZ DIRECTOR 2.00 X 0 0 0 E WAYNE HOLDEN DIRECTOR 2.00 X 0 0 0 SETH JERNIGAN DIRECTOR 2.00 X 0 0 0 DAVID P KING DIRECTOR 2.00 X 0 0 0 JOEL MARCUS DIRECTOR 2.00 X 0 0 0 JOSHUA MBANUSI DIRECTOR 2.00 X 0 0 0 RAHUL PAGIDIPATI DIRECTOR 2.00 X 0 0 0 SUSAN SABISTON DIRECTOR 2.00 X 0 0 0 SANYIN SIANG DIRECTOR 2.00 X 0 0 0 NOLAN SMITH DIRECTOR 2.00 X 0 0 0 QUERON SMITH DIRECTOR 2.00 X 0 0 0 TRACEY TEMNE DIRECTOR 2.00 X 0 0 0 JIM TOBIN DIRECTOR 2.00 X 0 0 0 CHRIS VANHAIGHT DIRECTOR 2.00 X 0 0 0 ADAM EIGENRAUCH EXECUTIVE DIRECTOR 40.00 X X 114084 0 12821 LAUREN GARDNER CHIEF OPERATING OFFICER 40.00 X 102472 0 8964 SANDY YORK CHEIF ADVANCEMENT OFFICER 40.00 X 102172 0 11139 318728 0 32924 3 0 0 0 0 4644428 66241 4644428 RENTAL INCOME 531120 39431 39431 BASKETBALL CAMP 621610 1566 1566 DRAMA CAMP 711190 1180 1180 42177 172745 172745 3991939 3856826 135113 135113 135113 SALES TAX REFUND 900099 10810 10810 CREDIT CARD REBATES 900099 434 434 11244 5005707 42177 0 319102 11809 11809 260862 84053 117405 59404 1241000 1015573 26695 198732 26478 16817 3261 6400 144879 109924 9966 24989 116656 85137 9102 22417 202 202 21725 21725 52805 52805 38191 38191 99885 66188 11558 22139 42881 19498 1401 21982 22444 21973 186 285 153644 146541 5184 1919 11752 10872 880 195165 184796 7910 2459 45706 43102 2031 573 SUPPLIES AND FOOD 123512 107296 1804 14412 PERSONNEL ADMIN 50221 47143 2481 597 2659817 1970722 259102 429993 55219 49019 1335169 4876681 3051739 4503732 7257927 2740229 4316187 4517698 8240850 5666350 68283 67475 17067447 19680955 97533 21912 289193 68283 67475 165816 378580 X 8929694 12486948 7971937 6815427 16901631 19302375 17067447 19680955 2345890 54854 0 X 0 1 X 1 0 X 1772424 1768810 8242737 4068797 4311484 20164252 1772424 1768810 8242737 4068797 4311484 20164252 4177716 15986536 49424 57916 73538 86912 172745 440535 3926 8888 434 13248 20618035 706294 0.77540 0.80340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REBATES - 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 8,888. 2019 AMOUNT: $ 434. MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 3,926. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4917064 602852 240466 66000 28558 5665824 3515317 1250245 214151 40000 22649 4917064 2151664 1284787 141170 40000 22304 3515317 1987286 20000 203917 40000 19539 2151664 2030896 20000 -14901 30000 18709 1987286 0.26600 0.64850 0.08550 0 0 184340 184340 5761012 2134256 3626756 639508 526921 112587 673067 79052 594015 4517698 OBLIGATION FOR USE OF BUILDING, NET 67475 67475 X 4980450 54854 10885 65739 4914711 38191 52805 90996 5005707 2579706 10885 10885 2568821 38191 52805 90996 2659817 PART V, LINE 4: THE CENTER'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR THE ONGOING OPERATIONS OF THE CENTER. THE GSK ENDOWMENT SUPPORTS THE PIONEER SCHOLARS PROGRAM AND THE GENERAL ENDOWMENT ACCOUNTS SUPPORT STUDENT-SERVING PROGRAMS AND GENERAL OPERATIONS OF THE CENTER. PART X, LINE 2: THE CENTER BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 52,805. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 52,805. X X X X X 1 MOSS ROSS 4102 WESTFIELD DR DURHAM NC 27705 STRATEGIC CAMPAIGN COUNSEL AND SUPPORT 0 0 52805 -52805 52805 -52805 NC 1 EMERGENCY FUND 24 6143 GAP FUND 6 5666 PART I, LINE 2: THE EMILY K CENTER OFFERS AN "EMERGENCY FUND" TO ASSIST FAMILIES WHO ARE FACING SHORT-TERM FINANCIAL HARDSHIP AS WELL AS COLLEGE "GAP FUND" FOR COLLEGE STUDENTS WITH UNMET FINANCIAL AID NEEDS. ALL PAYMENTS ARE MADE DIRECTLY TO THE VENDOR WITH A RECIEPT OF PAYMENT SO THAT NO ADDITIONAL MONITORING IS REQUIRED. EMERGENCY FUNDS ARE SMALL, ONE-TIME PAYMENTS AVAILABLE ON A LIMITED BASIS TO HELP FAMILIES PAY UTILITY BILLS, HOUSING EXPENSES, AND MEET OTHER CRITICAL NEEDS THAT DIRECTLY IMPACT THE STUDENT'S EDUCATIONAL SUCCESS AND WOULD GO UNMET OTHERWISE. TO QUALIFY, STUDENTS MUST BE IN GOOD STANDING IN THE PROGRAM IN WHICH THEY ARE ENROLLED FOR AT LEAST ONE SEMESTER AND FAMILIES MUST BE ABLE TO PROVIDE DOCUMENTATION OF THE FINANCIAL HARDSHIP. GAP FUNDS ARE SMALL PAYMENTS AVAILABLE TO ENROLLED COLLEGE STUDENTS TO MEET TUITION, ROOM, BOARD OR BOOK FEES THAT ARE NOT COVERED BY FINANCIAL AID. ALL EMERGENCY FUNDS AND GAP FUNDING REQUIRE APPROVAL BY MULTIPLE STAFF THROUGH A STANDARDIZED PROCESS. X 11000 FMV X 2 31620 FMV X FOOD 2 17805 FMV X SUPPLIES 3 3816 FMV X FURNITURE 1 2000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TWO INDIVIDUALS ARE RELATED THROUGH A FAMILY RELATIONSHIP. MIKE KRZYZEWSKI, CHAIR OF THE BOARD, IS THE FATHER OF JAMIE K. SPATOLA, VICE CHAIR AND BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE COMPLETED DRAFT OF THE FORM 990 IS RECEIVED FROM THE ORGANIZATION'S CPA FIRM, IT IS REVIEWED BY THE FINANCE COMMITTEE. FOLLOWING ANY RECOMMENDED CHANGES TO THE DRAFT, THE FORM 990 IS THEN SENT TO ALL BOARD MEMBERS, REVIEWED AT A BOARD MEETING, AND APPROVED BY A VOTE OF THE BOARD OF DIRECTORS. ONCE APPROVED, THE FORM 990 IS SIGNED BY AN OFFICER AND FILED WITH THE IRS IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, AS WELL AS COMMITTEE MEMBERS AND EMPLOYEES WITH DECISION-MAKING POWER, ARE ASKED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THE ACKNOWLEDGEMENT AND DISCLOSURE FORM REQUIRES THE INDIVIDUAL COMPLETING IT TO LIST ANY CURRENT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE COO REVIEWS ON AN ONGOING BASIS THE ORGANIZATION'S VARIOUS VENDOR OR CONTRACTOR RELATIONSHIPS FOR POSSIBLE RELATED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR AND, AFTER REVIEWING COMPARABLE COMPENSATION DATA AND THE EXECUTIVE DIRECTOR'S PERFORMANCE, RECOMMENDS PERFORMANCE-BASED COMPENSATION INCREASES TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL. THIS MAY, THE EXECUTIVE COMMITTEE REVIEWED COMPARABLE SALARY AND BENEFITS DATA FOR EXECUTIVE DIRECTOR COMPENSATION AT COMPARABLE NORTH CAROLINA NONPROFITS FROM THE 2018 NC NONPROFITS SALARY & BENEFITS REPORT. COMPARABILITY IN THIS REPORT WAS DETERMINED BY MATCHING THE ORGANIZATIONAL FIELD OF WORK, JOB DESCRIPTION, GEOGRAPHIC REGION, AND BUDGET SIZE THAT MOST CLOSELY MATCHES THE EMILY K CENTER AND ITS EXECUTIVE DIRECTOR. THIS MAY, THE FULL BOARD OF DIRECTORS (ABSENT THE EXECUTIVE DIRECTOR) APPROVED THE SALARY AND BENEFITS PACKAGE THAT THE EXECUTIVE COMMITTEE RECOMMENDED FOR THE EXECUTIVE DIRECTOR. DUE TO BUDGET CONSTRAINTS CAUSED BY COVID-19, THE LEADERSHIP TEAM DID NOT RECEIVE SALARY INCREASES IN MAY 2020. OTHER KEY EXECUTIVE POSITIONS - THE EXECUTIVE DIRECTOR RESEARCHES SALARY DATA FOR KEY LEADERSHIP POSITIONS IN COMPARABLE ORGANIZATIONS AND SYSTEMS WITHIN THE BROADER LOCAL AND STATE COMMUNITY. RESOURCES FROM THE NC CENTER OF NONPROFITS SALARY SURVEY, AS WELL AS DISCUSSIONS WITH OTHER LOCAL ORGANIZATIONS, ARE USED TO ESTABLISH COMPARABLE SALARY DATA MATCHING THE ORGANIZATION BUDGET SIZE AND JOB RESPONSIBILITIES AS DESCRIBED IN THE JOB DESCRIPTION. FOLLOWING THE ANNUAL EMPLOYEE PERFORMANCE REVIEW PROCESS, PERFORMANCE-BASED SALARY ADJUSTMENTS ARE PROPOSED FOR ELIGIBLE EMPLOYEES AND BUDGETED FOR ACCORDINGLY. THE EXECUTIVE COMMITTEE REVIEWS TOTAL PROPOSED SALARY INCREASES FOR ALL SALARY LINES, AND THE FULL BOARD ULTIMATELY APPROVES TOTAL SALARY EXPENSES AS PART OF THE BUDGET APPROVAL PROCESS. DUE TO BUDGET CONSTRAINTS CAUSED BY COVID-19, THE LEADERSHIP TEAM DID NOT RECEIVE SALARY INCREASES IN MAY 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE IN ITS ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. THE 2017 AND 2018 FORM 990 ARE AVAILABLE AT WWW.EMILYK.ORG.