2025-09-22T10:01:50-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2024-01-01 522111508 AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC AMER 2022801990 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 THOMAS SCHULTZ CEO 2022801990 2025-08-12 1 1 AMY CHAPMAN P00843460 5712279500 2025-08-11 2024 2025-03-06 01:10:19Z THOMAS SCHULTZ 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 15322033 0 X WWW.AFCGROWTHFUND.ORG X 1998 IN A COMMUNITY OF PEOPLE PROMOTING EDUCATIONAL CHOICE AND INNOVATION, WITH A SPECIFIC FOCUS ON SCHOOL VOUCHERS, SCHOLARSHIP TAX CREDIT PROGRAMS AND EDUCATIONAL SAVINGS ACCOUNTS. WE ARE COMMITTED TO BREAKING DOWN BARRIERS TO EDUCATIONAL CHOICE TO HELP CHILDREN, ESPECIALLY LOWER-INCOME CHILDREN, ACCESS THE QUALITY EDUCATION NECESSARY TO REACH THEIR FULL POTENTIAL. 9 8 0 10 0 0 11935310 14363232 14940 37475 76211 392081 1067 1141 12027528 14793929 2051700 2400000 0 0 4000 22000 193686 304986 949999 9868365 10488677 12117751 13215663 -90223 1578266 8024821 9387483 850271 634667 7174550 8752816 TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 6055743 2400000 DIRECT STATE SUPPORT: DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP, GROW, AND IMPLEMENT SCHOOL CHOICE PROGRAMS INCLUDING MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THE FAMILIES IN THEIR RESPECTIVE STATES. 5001150 COMMUNICATIONS: DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. HOST FELLOWSHIP PROGRAMS TO TRAIN FORMER RECIPIENTS OF SCHOOL CHOICE PROGRAMS AND COMMUNITY LEADERS TO PROMOTE SCHOOL CHOICE. 294768 37475 CONFERENCES: CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, AND SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY. 11351661 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 99 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JENNIFER MILLER 2022801972 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 X ANN DUPLESSIS DIRECTOR 0.50 1.45 X 22000 0 0 WILLIAM E OBERNDORF CHAIRMAN 2.00 1.95 X X 0 0 0 JOHN KIRTLEY VICE-CHAIR 1.00 0.95 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.20 X X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 1.20 X 0 0 0 KEVIN P CHAVOUS DIRECTOR 1.00 0.00 X 0 0 0 HON JOSEPH LIEBERMAN DIRECTOR (THRU 02/24) 1.00 1.50 X 0 0 0 EDWARD MCDERMOTT DIRECTOR 1.00 1.20 X 0 0 0 SISTER ROSEMARIE NASSIF DIRECTOR 1.00 0.00 X 0 0 0 PAUL SHIVERICK DIRECTOR 1.00 1.20 X 0 0 0 ELISA CLEMENTS LINDE CHIEF OPERATING OFFICER 24.45 15.55 X 0 350522 17600 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 22.35 17.65 X 0 383293 44649 JENNIFER MILLER CFO/TREASURER 16.56 23.44 X 0 263230 51617 22000 997045 113866 0 0 1 0 AMERICAN PHILANTHROPIC LLC PO BOX 1480 HOCKESSIN DE 19707 DONOR PROSPECT SERVICES 214822 UPPER HAND STRATEGIES LLC 5775 ROSE GARDEN ROAD CAPE CORAL FL 33914 MEDIA CONSULTING 161000 MICHAEL BENJAMIN 2313 MESSENGER CIRCLE SAFETY HARBOR FL 34695 CONSULTING 131758 CHARTWELL STRATEGIC ADVISORS LLC 18130 LAMPLIGHTER LANE BROOKFIELD WI 53045 CONSULTING 115804 4 3198 14360034 523291 14363232 PROGRAM EVENT-REGISTRATIONS/SPONS 900099 37475 37475 37475 386225 386225 533960 528104 5856 5856 5856 OTHER INCOME 900099 1141 1141 1141 14793929 37475 0 393222 X 2400000 2400000 22000 22000 17172 17172 42532 42532 304986 304986 1548785 1401023 135915 11847 74135 74135 123757 88585 29648 5524 50139 50139 111799 90734 11118 9947 343009 242453 36307 64249 386051 354085 31966 18966 6288 11863 815 REIMBURSEMENT TO AFFILI 4820492 3800657 573305 446530 COMMUNICATIONS - NEWSLE 1857459 1857459 DIRECT PROGRAM EXPENSES 1088377 1088377 6004 6004 13215663 11351661 914003 949999 3289431 2576554 4599215 5017457 2001 1731355 129361 62117 19953 19953 0 0 4813 0 8024821 9387483 217287 170917 0 75000 632984 388750 850271 634667 X 6954427 6992648 220123 1760168 7174550 8752816 8024821 9387483 1578266 0 X 0 1 X 1 0 X 5002787 14302299 10128967 11935310 14363232 55732595 5002787 14302299 10128967 11935310 14363232 55732595 24750856 30981739 15216 1461 36126 110970 386225 549998 91053 3457 1067 1141 96718 56379311 70915 0.54950 0.51290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16314 536619 552933 12662730 13215663 810783 202696 0 0 590697 733040 755888 810783 2890408 4335612 258552 419113 552933 1230598 147674 183260 188972 202696 722602 1083903 79240 25546 16314 121100 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 388750 388750 X 14793929 0 14793929 0 14793929 13215663 0 13215663 0 13215663 PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENTS OF ACTIVITIES. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X X 1 AMERICAN PHILANTHROPIC LLC 651 N VALLERY RD UNIT 1480 HOCKESSIN DE 19707 PLAN AND EXECUTE PROSPECTING MAILINGS AND HOUSE FILE MAILING 0 2406 213736 -213736 BRIARWOOD STRATEGIES LLC 1527 31ST STREET NW WASHINGTON DC 20007 IDENTIFY AND RESEARCH DONOR PROSPECTS, DRAFT FOLLOW UP NOTES 0 0 60000 -60000 UPTOWN SOLUTIONS LLC 2414 19TH STREET NW 34 WASHINGTON DC 20009 ADVISE ON MAJOR-LEVEL PROSPECTING, OUTREACH AND PITCHING APP 0 0 31250 -31250 2406 304986 -304986 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO TX LA 1 PARENTS FOR EDUCATIONAL FREEDOM NORTH CAROLINA 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 202754466 501 (C3) 500000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN NC INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO ST SUITE 700 INDIANAPOLIS IN 46204 351836687 501 (C3) 225000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN IN OPPORTUNITY SCHOLARSHIPS OF NEBRASKA 233 S 13TH STREET SUITE 1900 LINCOLN NE 68508 932008470 501 (C3) 100000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN NE PALMETTO PROMISE INSTITUTE 1711 PENDLETON STREET COLUMBIA SC 29201 263077338 501 (C3) 35000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN SC SCHOOL CHOICE OHIO 1335 DUBLIN RD COLUMBUS OH 43215 203130699 501 (C3) 750000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN OH IOWA ASSOCIATION OF CHRISTIAN SCHOOLS FOUNDATION 521 E LOCUST STREET SUITE 302 DES MOINES IA 50309 932592000 501 (C3) 40000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN IA CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA 1500 WALNUT STREET SUITE 1300 PHILADELPHIA PA 19102 233078729 501 (C3) 50000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN PA EMPOWER KENTUCKY PARENTS INC 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 994916676 501 (C4) 500000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN KY EDUCATION FREEDOM ALABAMA 2101 MAGNOLIA AVENUE SUITE 410 BIRMINGHAM AL 35205 861722407 501 (C3) 150000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN AL NEBRASKA COALITION OF NONPUBLIC SCHOOLS 152 S COLUMBIA AVE SUITE C SEWARD NE 68434 920540433 501 (C3) 25000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN NE PENNSYLVANIA FAMILIES FOR EDUCATION CHOICE 3841 BROWNSVILLE ROAD PITTSBURGH PA 15227 882536665 501 (C3) 25000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN PA 10 1 PART I, LINE 2: INDIVIDUALS WHO WORK ON THE ORGANIZATION'S BEHALF WORK WITH GRANTEE ORGANIZATIONS IN SELECTED STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS WHICH INCLUDE TO SUPPORT EFFORTS TO DEVELOP, GROW, IMPLEMENT, PROMOTE, AND RAISE AWARENESS OF SCHOOL CHOICE PROGRAMS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 0 383293 0 0 0 0 0 7692 0 36957 0 427942 0 0 ELISA CLEMENTS LINDE CHIEF OPERATING OFFICER 0 300522 0 50000 0 0 0 15000 0 2600 0 368122 0 0 JENNIFER MILLER CFO/TREASURER 0 248230 0 15000 0 0 0 13125 0 38492 0 314847 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE CEO COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE CEO ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS. THE CEO AND COO CONDUCT EVALUATIONS OF MANAGEMENT AND MANAGERS EVALUATE THEIR STAFF. X 2 523291 PUBLISHED MRKT VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A EXPENDITURE AUTHORIZATION POLICY ADOPTED: EXPENDITURES $25,000 AND LESS MAY BE APPROVED BY CEO AND COO, WITH LIMIT OF 8 TIMES PER YEAR; EXPENDITURES BETWEEN $25,001 AND $250,000 MAY BE APPROVED BY BOARD CHAIRMAN AND VICE-CHAIRMAN OF THE ORGANIZATION, LIMITED TO FOUR TIMES BETWEEN BOARD MEETINGS; EXPENDITURES EXCEEDING $250,000 MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTATION TO COMPLETE THE FORM 990. ONCE COMPLETED THE FINAL DRAFTS ARE REVIEWED BY CEO, COO, AND INTERNAL LEGAL COUNSEL FOR APPROVAL. IF EDITS NEED TO BE MADE, THE CFO WILL WORK WITH TAX ADVISOR BEFORE FINALIZING. ONCE FINALIZED AND APPROVED THE DRAFT RETURNS ARE PROVIDED TO THE BOARD OF DIRECTORS AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IF AT ANY TIME A BOARD MEMBER OR OFFICER BECOMES AWARE OF A TRANSACTION THAT MAY POSE A CONFLICT OF INTEREST, THAT MEMBER IS REQUIRED TO DISCLOSE IN WRITING TO THE BOARD IN ADVANCE OF DISCUSSION OR ACTION THE NATURE AND EXTENT OF A FINANCIAL INTEREST THAT MAY CREATE A CONFLICT OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A AMERICAN FEDERATION FOR CHILDREN GROWTH FUND, INC. DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN RECORD TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIME ALLOCATION SCHEDULE. THE GROWTH FUND THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. FORM 990, PART IX, LINE 11G STATE CONTRACTS: PROGRAM SERVICE EXPENSES 380,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380,686. PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 927,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 927,663. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 92,674. MANAGEMENT AND GENERAL EXPENSES 133,640. FUNDRAISING EXPENSES 9,790. TOTAL EXPENSES 236,104. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,275. FUNDRAISING EXPENSES 2,057. TOTAL EXPENSES 4,332. AMERICAN FEDERATION FOR CHILDREN INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS IN 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 NEBRASKA FEDERATION FOR CHILDREN PAC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 850636256 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. TO STATE ELECTIONS NE 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 TEXAS FEDERATION FOR CHILDREN PAC INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 843895713 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. 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