SOUTHERN EDUCATION FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN EDUCATION FOUNDATION INC (EIN 13-5562388)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202033109349302023
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T13:06:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LEIGHTON O'SULLIVAN | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045230001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW Suite 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGHTON O'SULLIVAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4045230001 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A AZAR | PreparerPersonNm |
| PTIN | P91739349 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.58.246.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 67983820203105000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AFFF92D473518F51830BAC109A5F9C8CAC75902D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7E4D7CC5FA2579F3A04939F941FA24F9E3FA6469 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEIGHTON O'SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW SUITE 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,040,530 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.southerneducation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE FOR DISADVANTAGED RESIDENTS IN THE SOUTHERN UNITED STATES BY PROMOTING EQUITY AND EXCELLENCE IN EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,565,117 | PYContributionsGrantsAmt |
| CY Contributions Grants | $724,240 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,181 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,575 | CYProgramServiceRevenueAmt |
| PY Investment Income | $989,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $566,737 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,286 | PYOtherRevenueAmt |
| CY Other Revenue | $24,668 | CYOtherRevenueAmt |
| PY Total Revenue | $2,565,353 | PYTotalRevenueAmt |
| CY Total Revenue | $1,354,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $497,221 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $183,964 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,697,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,023,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $45,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $22,973 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,776 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,077,979 | PYOtherExpensesAmt |
| CY Other Expenses | $2,162,507 | CYOtherExpensesAmt |
| PY Total Expenses | $4,317,463 | PYTotalExpensesAmt |
| CY Total Expenses | $4,393,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,752,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,039,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,014,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,469,811 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,291,475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,138,271 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,723,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,331,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOUTHERN EDUCATION FOUNDATIONS MISSION IS TO ADVANCE EQUITY AND EXCELLENCE IN EDUCATION FOR ALL STUDENTS IN THE SOUTH, PARTICULARLY LOW-INCOME STUDENTS AND STUDENTS OF COLOR. SEF USES COLLABORATION, ADVOCACY, AND RESEARCH TO IMPROVE OUTCOMES FROM EARLY CHILDHOOD TO ADULTHOOD. OUR CORE BELIEF IS THAT EDUCATION IS THE VEHICLE BY WHICH ALL STUDENTS GET FAIR CHANCES TO DEVELOP THEIR TALENTS AND CONTRIBUTE TO THE COMMON GOOD. SEF STRIVES TO FULFILL ITS MISSION THROUGH THE FOLLOWING CORE PROGRAM AREAS: EXPANDING EARLY LEARNING OPPORTUNITIES, ADVANCING PUBLIC EDUCATION AND IMPROVING COLLEGE ACCESS AND COMPLETION. SEF EXECUTES FIVE PRIMARY STRATEGIES ACROSS OUR PROGRAMS: LEVERAGING KNOWLEDGE OF THE FIELD: BY ESTABLISHING AND OPERATING TASK FORCES, WORK GROUPS, AND LEARNING COMMUNITIES TO ORGANIZE KNOWLEDGE AND ADVANCE NEW SOLUTIONS TO LONG STANDING PROBLEMS; PUTTING GOOD IDEAS TO A FAIR TEST: PROMOTING, CONDUCTING, AND USING DEMONSTRATIONS, PILOTS, AND EVALUATIONS TO SHAPE POLICY AND PRACT | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,369,133 | ExpenseAmt |
| Grant | $183,964 | GrantAmt |
| Revenue | $38,575 | RevenueAmt |
| Desc | For a summary of our strategies, activities and accomplishments in 2019 follows for each program area, please see continuation on Schedule O. | Desc |
| Total Program Service Expenses | $3,369,133 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGHTON O'SULLIVAN | PersonNm |
| Phone | 4045230001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW STE 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| RAYMOND PIERCE | ||||||||
| CEO/PRESIDENT | 40.0 | 0.0 | Yes (X) | $298,275 | $0 | $37,829 | ||
| TROY D JOHNSON | ||||||||
| CFO/COO | 40.0 | 0.0 | Yes (X) | $196,856 | $0 | $28,085 | ||
| DR LEAH AUSTIN | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $179,962 | $0 | $8,828 | ||
| KENITA WILLIAMS | ||||||||
| DIR. OF LEADERSHIP DEVELOPMENT | 40.0 | 0.0 | $133,098 | $0 | $18,465 | Yes (X) | ||
| FRED JONES JR | ||||||||
| DIRECTOR OF GOV'T AFFAIRS | 40.0 | 0.0 | $120,000 | $0 | $8,247 | Yes (X) | ||
| ANGELA ANDERSON | ||||||||
| CONTROLLER | 40.0 | 0.0 | $112,000 | $0 | $5,156 | Yes (X) | ||
| LISA CHESTER | ||||||||
| DIR. OF STRATEGIC PARTNERSHIPS | 40.0 | 0.0 | $101,000 | $0 | $12,807 | Yes (X) | ||
| ESTHER AGUILERA | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR WARREN SIMMONS | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR MICHAEL NETTLES | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MILTON LITTLE Jr | ||||||||
| Chairman | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| FRED FRELOW | ||||||||
| Treasurer | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| AJAY MEHROTA | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR HAKIM LUCAS | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KEN JONES | ||||||||
| Secretary | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR LILY MCNAIR | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHELLE WARMAN | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,141,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $119,417 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEARNING POLICY INSTITUTE | |||||
| 1530 PAGE MILL RD 200 | PALO ALTO | CA | 94304 | CONSULTING | $306,949 |
| NATIONAL EQUITY PROJECT | |||||
| 1720 BROADWAY | OAKLAND | CA | 94612 | CONSULTING | $344,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $724,240 | AllOtherContributionsAmt |
| Total Contributions | $724,240 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEE | Desc |
| Total Revenue Column | $38,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,575 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,575 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $540,336 | TotalRevenueColumnAmt |
| Exclusion | $540,336 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,712,711 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,686,310 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,401 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,401 | TotalRevenueColumnAmt |
| Exclusion | $26,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,668 | TotalRevenueColumnAmt |
| Exclusion | $24,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,668 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,354,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,575 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $591,405 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,964 | TotalAmt |
| Program Services | $183,964 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,086 | TotalAmt |
| Program Services | $520,149 | ProgramServicesAmt |
| Management And General | $204,657 | ManagementAndGeneralAmt |
| Fundraising | $29,280 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,149 | TotalAmt |
| Program Services | $747,144 | ProgramServicesAmt |
| Management And General | $215,073 | ManagementAndGeneralAmt |
| Fundraising | $31,932 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,694 | TotalAmt |
| Program Services | $34,753 | ProgramServicesAmt |
| Management And General | $39,907 | ManagementAndGeneralAmt |
| Fundraising | $4,034 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,848 | TotalAmt |
| Program Services | $66,208 | ProgramServicesAmt |
| Management And General | $15,664 | ManagementAndGeneralAmt |
| Fundraising | $3,976 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,034 | TotalAmt |
| Program Services | $75,465 | ProgramServicesAmt |
| Management And General | $31,078 | ManagementAndGeneralAmt |
| Fundraising | $4,491 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,135 | TotalAmt |
| Program Services | $906,008 | ProgramServicesAmt |
| Management And General | $1,930 | ManagementAndGeneralAmt |
| Fundraising | $5,197 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,194 | TotalAmt |
| Program Services | $1,666 | ProgramServicesAmt |
| Management And General | $3,528 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,893 | TotalAmt |
| Management And General | $34,893 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,973 | TotalAmt |
| Fundraising | $22,973 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,807 | TotalAmt |
| Management And General | $113,807 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,954 | TotalAmt |
| Program Services | $123,964 | ProgramServicesAmt |
| Management And General | $990 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,583 | TotalAmt |
| Program Services | $10,506 | ProgramServicesAmt |
| Management And General | $6,885 | ManagementAndGeneralAmt |
| Fundraising | $7,192 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,439 | TotalAmt |
| Program Services | $58,752 | ProgramServicesAmt |
| Management And General | $24,660 | ManagementAndGeneralAmt |
| Fundraising | $11,027 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,838 | TotalAmt |
| Program Services | $1,038 | ProgramServicesAmt |
| Management And General | $5,796 | ManagementAndGeneralAmt |
| Fundraising | $9,004 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,592 | TotalAmt |
| Program Services | $107,243 | ProgramServicesAmt |
| Management And General | $53,733 | ManagementAndGeneralAmt |
| Fundraising | $6,616 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,175 | TotalAmt |
| Program Services | $443,411 | ProgramServicesAmt |
| Management And General | $39,415 | ManagementAndGeneralAmt |
| Fundraising | $53,349 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,933 | TotalAmt |
| Program Services | $51,147 | ProgramServicesAmt |
| Management And General | $9,590 | ManagementAndGeneralAmt |
| Fundraising | $3,196 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385 | TotalAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES AND LICENSES | $45,625 | $26,132 | $18,734 | $759 |
| HONORARIA | $12,250 | $11,500 | $750 | |
| DUES AND SUBSCRIPTIONS | $9,621 | $9,621 | ||
| PLACEMENT SITE | $83 | $83 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,393,255 | TotalAmt |
| Program Services | $3,369,133 | ProgramServicesAmt |
| Management And General | $830,346 | ManagementAndGeneralAmt |
| Fundraising | $193,776 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,621 | BOYAmt |
| EOY | $215,645 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,296 | BOYAmt |
| EOY | $253,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,166 | BOYAmt |
| EOY | $28,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $478,694 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,962 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,665 | BOYAmt |
| EOY | $351,732 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,825,363 | BOYAmt |
| EOY | $24,716,905 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $984,449 | BOYAmt |
| EOY | $902,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,014,560 | BOYAmt |
| EOY | $26,469,811 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,836 | BOYAmt |
| EOY | $165,155 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,639 | BOYAmt |
| EOY | $973,116 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,475 | BOYAmt |
| EOY | $1,138,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,176,527 | BOYAmt |
| EOY | $13,386,579 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,546,558 | BOYAmt |
| EOY | $11,944,961 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,723,085 | BOYAmt |
| EOY | $25,331,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,014,560 | BOYAmt |
| EOY | $26,469,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,039,035 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,655,871 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$8,381 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,696,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,989,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $724,240 | CurrentTaxYearAmt |
| Total | $12,668,130 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,696,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,989,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $724,240 | CurrentTaxYearAmt |
| Total | $12,668,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,196,563 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,471,567 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $646,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,226 | CurrentTaxYearAmt |
| Total | $2,738,808 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,668 | CurrentTaxYearAmt |
| Total | $67,708 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,474,646 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $74,426 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.28896 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30338 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | WHILE SOUTHERN EDUCATION FOUNDATION, INC. ("FOUNDATION") FAILED TO MEET THE MECHANICAL "ONE-THIRD OF SUPPORT" TEST IN 2019, IT CLEARLY SATISFIED THE ALTERNATIVE "FACTS AND CIRCUMSTANCES" TEST OUTLINED IN SECTION 1.170A-9(F)(3) OF THE TREASURY REGULATIONS. SPECIFICALLY, THE TWO REQUIRED FACTORS ARE PRESENT IN THIS CASE: 1. THE ORGANIZATION MUST RECEIVE AT LEAST 10% OF ITS SUPPORT IN THE FORM OF PUBLIC SUPPORT. AS NOTED IN SCHEDULE A TO FORM 990, IN 2019 THE FOUNDATION RECEIVED APPROXIMATELY 28.90% OF ITS TOTAL SUPPORT IN THE FORM OF PUBLIC SUPPORT - AN AMOUNT FAR IN EXCESS OF THE 10% THRESHOLD. 2. THE ORGANIZATION MUST HAVE AN ACTIVE "CONTINUOUS AND BONA FIDE" FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. THE FOUNDATION CARRIED ON AN ACTIVE PROGRAM OF PUBLIC SOLICITATION IN 2019 AND RAISED OVER $700,000 FROM MORE THAN A DOZEN DIFFERENT SOURCES. IN ADDITION, ALL OF THE "FAVORABLE FACTORS" DESCRIBED IN THE TAX REGULATIONS RELEVANT TO NON-MEMBERSHIP ORGANIZATIONS ARE PRESENT IN THIS CASE: 1. THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE 10%, THE LESSER THE BURDEN OF THE ORGANIZATION IN ESTABLISHING THAT IT IS PUBLICLY SUPPORTED. IN THIS CASE, THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS SUBSTANTIALLY ABOVE 10%. (THE FOUNDATION NEARLY SATISFIED THE MECHANICAL "ONE-THIRD" TEST.) 2. THE ORGANIZATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS RATHER THAN FROM MEMBERS OF A SINGLE FAMILY OR FROM A LIMITED BASE OF SUPPORT. OVER THE YEARS, THE FOUNDATION HAS ATTRACTED CONTRIBUTIONS FROM A LARGE AND VARIED NUMBER OF SOURCES, INCLUDING DOZENS OF THE NATION'S MOST WELL-KNOWN AND RESPECTED CHARITIES. 3. THE COMPOSITION OF THE ORGANIZATION'S GOVERNING BODY IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS. THE FOUNDATION'S BOARD OF DIRECTORS HAS A DIVERSE MEMBERSHIP WHICH INCLUDES FOUNDATION EXECUTIVES, COMMUNITY LEADERS, AND PERSONS WITH SPECIAL EXPERTISE IN EDUCATION. ITS GOVERNING BODY REPRESENTS THE INTERESTS OF THE LARGER PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. 4. THE ORGANIZATION CONDUCTS PROGRAMS AND ACTIVITIES THAT ARE AVAILABLE TO AND THAT APPEAL TO THE GENERAL PUBLIC. (THE FACT THAT A RESEARCH OR EDUCATIONAL ORGANIZATION CONDUCTS SCHOLARLY STUDIES WHICH ARE USED BY EDUCATORS OR THE GENERAL PUBLIC IS EVIDENCE OF PUBLIC SUPPORT.) THE FOUNDATION CONDUCTS ANALYSES OF EDUCATION ISSUES, TRENDS, AND POSSIBILITIES AND DISSEMINATES THE DATA IN ACCESSIBLE FORMATS TO THE LAY PUBLIC AND TO POLICY MAKERS. ADDITIONALLY, THROUGH ITS WEBSITE, CONFERENCES, AND DIRECT DISSEMINATION OF ITS PUBLICATIONS, THE FOUNDATION PROVIDES ESSENTIAL INFORMATION TO THE PUBLIC ABOUT EDUCATIONAL PROBLEMS AND SOLUTIONS. IN SUM, THE FACTS AND CIRCUMSTANCES IN THIS CASE CLEARLY DEMONSTRATE BROAD PUBLIC SUPPORT FOR, AND INTEREST AND INVOLVEMENT IN, THE FOUNDATION'S MISSION AND PROGRAMS. THEREFORE, THE FOUNDATION CONTINUES TO QUALIFY AS A "PUBLICLY SUPPORTED CHARITY" DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,393,255 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,393,255 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $369,663 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $92,416 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $290,114 | CurrentYearMinus3Amt |
| Current Year Minus2 | $363,912 | CurrentYearMinus2Amt |
| Current Year Minus1 | $365,873 | CurrentYearMinus1Amt |
| Current Year | $369,663 | CurrentYearAmt |
| Total | $1,389,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,084,343 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,000 | CurrentYearMinus3Amt |
| Total | $60,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $72,529 | CurrentYearMinus3Amt |
| Current Year Minus2 | $90,978 | CurrentYearMinus2Amt |
| Current Year Minus1 | $91,468 | CurrentYearMinus1Amt |
| Current Year | $92,416 | CurrentYearAmt |
| Total | $347,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $521,087 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,000 | CurrentYearMinus3Amt |
| Total | $60,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,546,559 | BeginningYearBalanceAmt |
| Contributions | $599,119 | ContributionsAmt |
| Investment Earnings Or Losses | $68,574 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,964 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,693,368 | OtherExpendituresAmt |
| Administrative Expenses | $391,959 | AdministrativeExpensesAmt |
| End Year Balance | $19,944,961 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,530,704 | BeginningYearBalanceAmt |
| Contributions | $1,393,933 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,383 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $497,221 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,428,989 | OtherExpendituresAmt |
| Administrative Expenses | $426,485 | AdministrativeExpensesAmt |
| End Year Balance | $21,546,559 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,450,881 | BeginningYearBalanceAmt |
| Contributions | $2,742,500 | ContributionsAmt |
| Investment Earnings Or Losses | $56,254 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,070,642 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,242,096 | OtherExpendituresAmt |
| Administrative Expenses | $406,193 | AdministrativeExpensesAmt |
| End Year Balance | $22,530,704 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,934,524 | BeginningYearBalanceAmt |
| Contributions | $579,797 | ContributionsAmt |
| Investment Earnings Or Losses | $26,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $88,036 | GrantsOrScholarshipsAmt |
| Other Expenditures | $726,627 | OtherExpendituresAmt |
| Administrative Expenses | $275,342 | AdministrativeExpensesAmt |
| End Year Balance | $22,450,881 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,152,895 | BeginningYearBalanceAmt |
| Contributions | $6,688,023 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,283 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $900,111 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,934,524 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,042 | DepreciationAmt |
| Book Value | $252,011 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,921 | DepreciationAmt |
| Book Value | $99,721 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $351,732 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $973,116 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $973,116 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,887,903 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,655,871 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,655,871 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,232,032 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $113,807 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,381 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $122,188 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,354,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,279,448 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,279,448 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $113,807 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $113,807 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,393,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | ENDOWMENT FUNDS ARE USED TO SUPPORT THE FOUNDATION'S VARIOUS RESEARCH, ANALYSIS, ADVOCACY, TECHNICAL ASSISTANCE AND OUTREACH PROGRAMS. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 | The Foundation is recognized as an organization exempt from federal income tax under Section 501(a) of the Internal Revenue Code as an organization described in Section 501 (c)(3). The Foundation annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Foundation takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Foundation is subject to examination by federal and state taxing authorities. The Foundation believes it is no longer subject to tax examinations for tax years ending before December 31, 2016. |
| Part XI, Line 4B | 8,381 Prior Period Adjustment |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE OBLANDER GROUP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SPRING STREET SUITE 360 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $22,973 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $22,973 | TotalRetainedByContractorsAmt |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | |||||||
| 1900 L ST NE STE 520 | WASHINGTON | DC | 20036 | 263015634 | 501(C)(3) | $20,000 | PROGRAM GRANT |
| FLORIDA CONGRESS OF PARENTS & TEACHERS | |||||||
| 1747 ORLANDO CENTRAL PKWY | ORLANDO | FL | 32809 | 590637851 | 501(C)(3) | $15,000 | PROGRAM GRANT |
| SOUTHERN ECHO INC | |||||||
| 1350 LIVINGSTON LANE | JACKSON | MS | 39213 | 640819311 | 501(C)(3) | $15,000 | PROGRAM GRANT |
| STAND FOR CHILDREN | |||||||
| 1350 CONCOURSE AVE SUITE 434 | MEMPHIS | TN | 38104 | 521957214 | 501(C)(3) | $15,000 | PROGRAM GRANT |
| village of wisdom | |||||||
| 600 E UMSTEAD AVE | DURHAM | NC | 27701 | 472060936 | 501(C)(3) | $13,500 | program grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | The organization requires an annual report detailing the outcome of the project funded and an accounting for the monies received. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| TROY D JOHNSON | ||||||
| CFO/COO | $181,856 | $15,000 | $27,278 | $2,565 | $226,699 | |
| DR LEAH AUSTIN | ||||||
| VICE PRESIDENT | $179,962 | $8,828 | $594 | $189,384 | ||
| KENITA WILLIAMS | ||||||
| DIR. OF LEADERSHIP DEVELOPMENT | $123,098 | $10,000 | $18,465 | $1,425 | $152,988 | |
| RAYMOND PIERCE | ||||||
| CEO/PRESIDENT | $274,275 | $12,000 | $37,829 | $1,938 | $338,042 | $12,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II COLUMN (B)(II) | BONUSES WERE BASED ON PERFORMANCE EVALUATIONS. |
| PART II COLUMN (B)(III) | AUTOMOBILE EXPENSE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4A (1) | CONTINUED FROM FORM 990, The Southern Education Foundations mission is to advance equity and excellence in education for all students in the South, particularly low-income students and students of color. SEF uses collaboration, advocacy, and research to improve outcomes from early childhood to adulthood. Our core belief is that education is the vehicle by which all students get fair chances to develop their talents and contribute to the common good. SEF strives to fulfill its mission through the following core program areas: expanding early learning opportunities, advancing public education and improving college access and completion. SEF executes five primary strategies across our programs: - Leveraging knowledge of the field: by establishing and operating task forces, work groups, and learning communities to organize knowledge and advance new solutions to long standing problems; - Putting good ideas to a fair test: promoting, conducting, using pilots and evaluations to shape policy and practice; - Mobilizing the public: through direct engagement to educate and organize, providing research, tools, and in some cases capital assistance to organizations for advancing public education through policy and practice reforms that improve learning opportunities for vulnerable children and youth; - Leadership Development: advancing the will, skill, and capacity of change agents focused on equity in education in the South through fellowships from undergraduates to C-suite professionals; - Communications as a change strategy: conducting and commissioning research and messaging campaigns to support progressive public policy and practice reforms in education, from early learning through higher education. A summary of our strategies, activities and accomplishments in 2019 follows for each program area. PART III, LINE 4A Advancing Public Education: Public education for all children has long been a cornerstone of democracy in the United States, and the American South has been the center of the battle to achieve this goal. A perennial threat is the disinvestment in our public schools and increasing efforts to divert funds to private and charter schools as a hindrance from achieving equity in education for all, and we work to push back on these efforts and advance well-funded, safe, supportive, and diverse public schools that are held to meaningful and fair standards. Our Strategy: -Informing and supporting public education campaigns across the South, to help engage, connect, and align diverse coalitions within and across states to employ multi-strategy approaches to advance public education; -Regionalizing efforts through policy research and communications efforts, to help marshal evidence about what works in the region and strengthen the public education narrative; and -Advancing ideas about teaching and learning to provide education advocates with where defensive battles can become offensive ones that shift from simply protecting public education to re-envisioning public education systems that support all children. In 2019, SEF used a number of initiatives to implement this strategy support for advocacy campaigns, communications, policy research and data sharing across the country and across the South. SEF redefined principles and positions considered to be critical to improving K-12 public education. Most of this work was done by working closely throughout the year with both national and regional stakeholders interested in education justice in the American South. SEF joined 104 partner organizations in a collaborative effort on K-12 and Higher Education issues throughout communities in the South. Our vision for education equity includes a focus on; meaningful learning, professional capacity, sufficient resources, and connected communities. capacity, sufficient resources, and connected communities. |
| PART III, LINE 4A (2) | Southern Education Leadership Initiative Embedded across the three programs strategy, is SEFs leadership development initiative, the Southern Education Leadership Initiative (SELI). SELI was developed in 2004 to honor the 50 year anniversary of Brown v. Board of Education. For a decade, SELI has provided intensive trainings and paid summer fellowships to a diverse and inspired group of 175 college and graduate level students interested in working with nonprofit organizations to make systemic changes in education policy and practice. Fellowship Overview The Southern Education Leadership Initiative (SELI) is an intensive, eight-week, paid summer fellowship for undergraduate, graduate, and professional students interested in advancing racial equity and improving education across the pre-kindergarten to college continuum. A continuation of SEFs legacy of educating leaders in the South, which spans more than a century, SELIs 2004 launch marked the 50th anniversary of the U.S. Supreme Courts landmark Brown v. Board of Education decision. Our initiative recognized that there is still important work to be done to ensure that all children, irrespective of race or class, receive an excellent education. Placed in nonprofits, school districts, higher education institutions, or state education agencies in the South, SELI fellows spend the summer developing as leaders, engaging with valuable stakeholders, and acquiring practical job skills through direct learning experiences. Over SELIs tenure, more than 225 talented and diverse young leaders have conducted important research, policy analysis, advocacy, and organizing efforts for over 100 partner organizations. SELI alum can be found today working as educators, policymakers, researchers, community organizers, and committed civic leaders dedicated to improving the life chances of all children. The fellowship is delivered via three key activities: Orientation Training, Placement, and the Closing Meeting. The Orientation Training takes place in May each summer and exposes students to research and data around racial and socio-economic disparities in education, stresses the importance of education equity, offers site visits to see top issues in education first hand, and provides opportunities to learn from inspiring leaders. Students depart from Orientation to their placement sites, where they work for eight weeks on projects to advance the capacity of their host sites, while developing their own leadership potential in the educational equity field. The Closing Meeting, held every July, presents an opportunity for fellows to share lessons learned, reflect, and brainstorm on how to continue making change as part of a network of emerging leaders in the sector. |
| PART III, LINE 4A (3) | Racial Equity Leadership Network In districts all over the United States, race and class remain among the most reliable predictors of student success in school. Currently, in southern states, more than half of all the students enrolled in public school are from low-income families, with a growing number of families living in extreme poverty. The majority of public school students in the South are also children of color, rapidly changing the demographics of large and small districts. The increasing diversity and inequities students and families confront, creates an imperative for us to reimagine how we create a system that increases access and opportunity for all children to learn, develop, and thrive. We think the system we need now requires a bold and significant shift in educational leadership and practice. Leaders in every corner of our nation are being called to think, engage and act differently in the face of the complex challenges they navigate. Strengthening the will, skill and capacity of district leaders and their teams is an important lever for advancing authentic and enduring equity-centered system change. Funded by The Atlantic Philanthropies, the Southern Education Foundation is answering this call by launching an innovative Racial Equity Leadership Network (RELN) to advance the capacity of district leaders committed to enduring equity-centered systems change as a solution to addressing racial, economic and academic disparities in districts across the South. Fellowship Overview and Theory of Change Delivered in partnership with the National Equity Project and Learning Policy Institute, RELN is an 18-month, cohort-style fellowship program for school district leaders who are committed to addressing persistent disparities in their systems and ensuring that race and class are no longer the most reliable predictors of student success. Each RELN cohort is comprised of up to twelve (12) executive leaders (i.e., Superintendents, Deputy Superintendents, Chief Academic Officers, etc.) from school systems across the South. Over the course of their fellowship experience, RELN fellows attend five (5) two-and-a-half-day network convenings focused on the essential levers for equity-centered leadership and system transformation. In between network convenings, the fellows also receive customized coaching and webinars to support the identification of a context-specific equity challenge. Finally, fellows receive grant support and other technical assistance to implement an action plan addressing their unique equity challenge during a six-month in-district work period. The RELN leadership development model follows a double helix approach incorporating two distinct, but intrinsically linked, strands of learning, engaging, and testing over the course of the 18-month fellowship. Fellows sharpen their individual racial equity lens and receive tools to enhance their capacity for influencing education policy and practice. Because this individual development is insufficient to create sustainable change within systems, fellows simultaneously identify specific policy or practice challenges to address within their districts, receive resources for engaging with others, and observe model districts making progress towards racial equity. Fellowship Outcomes As members of the Racial Equity Leadership Network, fellows (ideally) will: 1)Experience opportunities for renewal, inspiration, healing, and sustenance as an equity leader. 2)Sharpen a racial equity lens, gaining greater understanding and knowledge of the role that implicit bias, privilege, history, and structural racism play in perpetuating racial inequity in education. 3)Test, prototype, or pilot innovative solutions to address and make progress on a specific racial equity challenge in their respective context/school system, laying the foundation to improve the learning environments, experiences, and outcomes of Black, Brown, and low-income students in the fellows respective district. 4)Gain a supportive equity-focused community of practice and, by extension, peer learning network that extends beyond the conclusion of the fellowship. Receive and make use of tools, resources, and coaching support to practice a racial equity leadership approach to the work they are doing in their system. This approach includes critical self-reflection, bias identification and confrontation, empathetic listening, and reimagined ways of identifying and tackling equity challenges by leveraging role authority to create desired changes in policy and practices. |
| PART VI, LINE 11A | THE 990 IS REVIEWED BY THE FULL BOARD, THE CEO AND THE CFO. AFTER ALL QUESTIONS AND CONCERNS ARE ADDRESSED THE 990 IS FILED AND A COPY IS PRESENTED TO EACH BOARD MEMBER. |
| PART VI, LINE 12C | Annually, each Trustee and SEF staff member execute a disclosure form identifying any relationships, positions or circumstances in which he/she is involved that could contribute to a real or perceived conflict of interest. Any information regarding business interest of a Trustee is treated as confidential and is generally made available to the Chair, the President, and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of this policy. Trustees do not vote on any matter in which they believe there is duality of interest and may, if asked, be called upon to share with fellow Trustees such information related to the duality of interest as may be necessary and appropriate. The minutes of Board meetings will show that the Trustee having a duality of interest disclosed same and abstained from voting on related matters. A copy of this policy is furnished to each person who is or becomes a member of the Board of Trustees or staff. Each such person is required to review a copy of this policy and acknowledge in writing that he or she has done so. |
| PART VI, LINE 15 | IN ORDER TO DETERMINE STAFF COMPENSATION LEVELS FOR ITS SMALL STAFF AND CONSERVATIVE MODEST RESOURCES, SEF CONSULTS SOURCES SUCH AS THE ANNUALLY COMPENSATION SURVEY PUBLISHED BY THE COUNCIL ON FOUNDATIONS, REPORTS IN THE CHRONICLE OF PHILANTHROPY, AND THE CHRONICLE OF HIGHER EDUCATION, RATHER THAN HIRING INDEPENDENT CONSULTANTS TO CONDUCT DETAILED COMPENSATION SURVEYS AND AUDITS. SEF BOARD MEMBERS AND STAFF, AS APPROPRIATE, ALSO CONSULT WITH PEER ORGANIZATIONS TO ASCERTAIN APPROPRIATE COMPENSATION RANGES FOR STAFF. MANY SEF BOARD MEMBERS SERVE, AS WELL, ON OTHER NON -PROFIT ORGANIZATIONAL BOARDS AND BRING THAT KNOWLEDGE AND PERSPECTIVE TO BEAR IN SETTING COMPENSATION FOR SEF STAFF. SEF'S FINANCE, AUDIT AND ADMINISTRATION COMMITTEE REVIEWS COMPENSATION AS PART OF THE ANNUAL BUDGET-SETTING CYCLE AND DETERMINES COMPENSATION OF THE PRESIDENT BASED UPON AN ANNUAL APPRAISAL OF PERFORMANCE. THAT APPRAISAL CONSIDERS ALL ASPECTS OF THE PRESIDENT'S WORK INCLUDING FUNDRAISING, MANAGEMENT, PROGRAM DEVELOPMENT AND IMPLEMENTATION, GOVERNANCE AND COMMUNICATIONS. SEF'S PRESIDENT APPRAISES THE PERFORMANCE OF OTHER SUBORDINATE SEF STAFF ANNUALLY. ALL SEF STAFF ARE PART OF A MERIT PAY PROGRAM IN WHICH THERE ARE NO AUTOMATIC OR COST OF LIVING INCREASES. |
| PART VI, LINE 19 | All SEF public documents are available upon request. Once a request is received the documents can be sent either electronically or through the US postal system. The 2019 CPA audit, conflict of interest policy and whistleblower policy can also be found on the SEF web site in the "Public Documents Listing." |
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