2020-11-05T13:06:54-06:00 2019-12-31 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2019-01-01 135562388 SOUTHERN EDUCATION FOUNDATION INC % LEIGHTON O'SULLIVAN SOUT 4045230001 101 MARIETTA ST NW Suite 1650 ATLANTA GA 30303 LEIGHTON O'SULLIVAN CFO 4045230001 2020-11-15 true MARC A AZAR P91739349 4048746244 2020-11-15 50.58.246.46 67983820203105000000 2020-11-05 P AFFF92D473518F51830BAC109A5F9C8CAC75902D 7E4D7CC5FA2579F3A04939F941FA24F9E3FA6469 2019 2021-01-29 14:40:06Z LEIGHTON O'SULLIVAN 101 MARIETTA ST NW SUITE 1650 ATLANTA GA 30303 3040530 false X www.southerneducation.org X 1867 GA TO IMPROVE THE QUALITY OF LIFE FOR DISADVANTAGED RESIDENTS IN THE SOUTHERN UNITED STATES BY PROMOTING EQUITY AND EXCELLENCE IN EDUCATION. 9 9 18 12 0 0 1565117 724240 9181 38575 989769 566737 1286 24668 2565353 1354220 497221 183964 0 0 1697263 2023811 45000 22973 193776 2077979 2162507 4317463 4393255 -1752110 -3039035 26014560 26469811 1291475 1138271 24723085 25331540 X 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 false false 3369133 183964 38575 For a summary of our strategies, activities and accomplishments in 2019 follows for each program area, please see continuation on Schedule O. 3369133 true true false true false false false false false true true false false false true true true false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false true 40 0 true 18 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false GA NY X LEIGHTON O'SULLIVAN 4045230001 101 MARIETTA ST NW STE 1650 ATLANTA GA 30303 X RAYMOND PIERCE CEO/PRESIDENT 40.0 0.0 X 298275 0 37829 TROY D JOHNSON CFO/COO 40.0 0.0 X 196856 0 28085 DR LEAH AUSTIN VICE PRESIDENT 40.0 0.0 X 179962 0 8828 KENITA WILLIAMS DIR. OF LEADERSHIP DEVELOPMENT 40.0 0.0 X 133098 0 18465 FRED JONES JR DIRECTOR OF GOV'T AFFAIRS 40.0 0.0 X 120000 0 8247 ANGELA ANDERSON CONTROLLER 40.0 0.0 X 112000 0 5156 LISA CHESTER DIR. OF STRATEGIC PARTNERSHIPS 40.0 0.0 X 101000 0 12807 ESTHER AGUILERA TRUSTEE 2.0 0.0 X 0 0 0 DR WARREN SIMMONS TRUSTEE 2.0 0.0 X 0 0 0 DR MICHAEL NETTLES TRUSTEE 2.0 0.0 X 0 0 0 MILTON LITTLE Jr Chairman 2.0 0.0 X 0 0 0 FRED FRELOW Treasurer 2.0 0.0 X 0 0 0 AJAY MEHROTA TRUSTEE 2.0 0.0 X 0 0 0 DR HAKIM LUCAS TRUSTEE 2.0 0.0 X 0 0 0 KEN JONES Secretary 2.0 0.0 X 0 0 0 DR LILY MCNAIR TRUSTEE 2.0 0.0 X 0 0 0 MICHELLE WARMAN TRUSTEE 2.0 0.0 X 0 0 0 1141191 0 119417 7 false true false LEARNING POLICY INSTITUTE 1530 PAGE MILL RD 200 PALO ALTO CA 94304 CONSULTING 306949 NATIONAL EQUITY PROJECT 1720 BROADWAY OAKLAND CA 94612 CONSULTING 344650 2 724240 724240 REGISTRATION FEE 38575 38575 38575 540336 540336 0 0 0 0 0 1712711 1686310 26401 26401 26401 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 24668 24668 24668 1354220 38575 591405 183964 183964 0 0 0 754086 520149 204657 29280 0 994149 747144 215073 31932 78694 34753 39907 4034 85848 66208 15664 3976 111034 75465 31078 4491 913135 906008 1930 5197 5194 1666 3528 34893 34893 0 22973 22973 113807 113807 124954 123964 990 24583 10506 6885 7192 94439 58752 24660 11027 15838 1038 5796 9004 0 167592 107243 53733 6616 0 0 536175 443411 39415 53349 0 0 63933 51147 9590 3196 385 385 TAXES AND LICENSES 45625 26132 18734 759 HONORARIA 12250 11500 750 DUES AND SUBSCRIPTIONS 9621 9621 PLACEMENT SITE 83 83 4393255 3369133 830346 193776 0 0 2292621 215645 472296 253983 0 0 0 0 0 0 0 0 0 0 24166 28953 478694 126962 415665 351732 21825363 24716905 0 0 0 0 0 0 984449 902593 26014560 26469811 241836 165155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1049639 973116 1291475 1138271 X 11176527 13386579 13546558 11944961 24723085 25331540 26014560 26469811 -3039035 3655871 -8381 X false true X true false X 6696000 693538 2989235 1565117 724240 12668130 0 0 6696000 693538 2989235 1565117 724240 12668130 8196563 4471567 514925 487208 550029 646420 540226 2738808 0 1177 20000 20577 1286 24668 67708 15474646 74426 0.28896 0.30338 X PART II, LINE 17A 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4393255 4393255 369663 92416 false 290114 363912 365873 369663 1389562 2084343 60000 60000 72529 90978 91468 92416 347391 521087 60000 60000 21546559 599119 68574 183964 1693368 391959 19944961 22530704 1393933 -25383 497221 1428989 426485 21546559 22450881 2742500 56254 1070642 1242096 406193 22530704 22934524 579797 26565 88036 726627 275342 22450881 17152895 6688023 -6283 900111 22934524 0.40110 0.01570 0.58320 false false 318053 66042 252011 160641 60921 99721 351732 0 OPERATING LEASE LIABILITY 973116 973116 X 4887903 3655871 3655871 1232032 113807 8381 122188 1354220 4279448 4279448 113807 113807 4393255 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 X X X X true THE OBLANDER GROUP 1100 SPRING STREET SUITE 360 ATLANTA GA 30309 FUNDRAISING false 22973 22973 GA NY true NATIONAL PUBLIC EDUCATION SUPPORT FUND 1900 L ST NE STE 520 WASHINGTON DC 20036 263015634 501(C)(3) 20000 PROGRAM GRANT FLORIDA CONGRESS OF PARENTS & TEACHERS 1747 ORLANDO CENTRAL PKWY ORLANDO FL 32809 590637851 501(C)(3) 15000 PROGRAM GRANT SOUTHERN ECHO INC 1350 LIVINGSTON LANE JACKSON MS 39213 640819311 501(C)(3) 15000 PROGRAM GRANT STAND FOR CHILDREN 1350 CONCOURSE AVE SUITE 434 MEMPHIS TN 38104 521957214 501(C)(3) 15000 PROGRAM GRANT village of wisdom 600 E UMSTEAD AVE DURHAM NC 27701 472060936 501(C)(3) 13500 program grant 5 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS The organization requires an annual report detailing the outcome of the project funded and an accounting for the monies received. X X X X X false false false false false false false true false TROY D JOHNSON CFO/COO 181856 15000 27278 2565 226699 DR LEAH AUSTIN VICE PRESIDENT 179962 8828 594 189384 KENITA WILLIAMS DIR. OF LEADERSHIP DEVELOPMENT 123098 10000 18465 1425 152988 RAYMOND PIERCE CEO/PRESIDENT 274275 12000 12000 37829 1938 338042 PART II COLUMN (B)(II) BONUSES WERE BASED ON PERFORMANCE EVALUATIONS. PART II COLUMN (B)(III) AUTOMOBILE EXPENSE 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."