2019-11-15T14:03:09-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 JOHN SCHILLING PRESIDENT 2022801990 2019-11-15 1 AMY CHAPMAN P00843460 5712279500 67.137.57.251 2019-11-15 15:02:11 ES P 22B6DA6E04110CB685C107BE4314F90C78D51411 2133D0EBAFB53FCF2392F5AD4E899C8767C52AD0 2018 2020-03-31 21:24:44Z AFC GROWTH FUND JOHN SCHILLING 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 13636358 0 X WWW.AFCGROWTHFUND.ORG X 1998 WI IMPROVE OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC & SUSTAINABLE PUBLIC POLICY. 9 8 0 9 0 0 9606133 13562895 18950 8950 7976 40384 -315065 -166846 9317994 13445383 2122000 3405188 0 0 0 0 25000 0 325191 5681481 5278201 7828481 8683389 1489513 4761994 5484532 9870640 915636 539750 4568896 9330890 X TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 3839844 1693188 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. 2657565 1712000 PROGRAM IMPLEMENTATION: CONDUCT MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIGIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBLICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 637988 COMMUNICATIONS: DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 753958 8950 CONFERENCES: CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, AND SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING, PROMOTING SCHOOL CHOICE AROUND THE COUNTRY AND LEADERSHIP DEVELOPMENT. 753958 8950 7889355 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 42 0 0 0 0 0 0 0 1 1 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 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X JENNIFER MILLER 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 X WILLIAM E OBERNDORF CHAIRMAN 2.00 2.50 X X 0 0 0 JOHN KIRTLEY VICE CHAIR 1.00 2.00 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 LEE BARFIELD II MEMBER 1.00 1.50 X 0 0 0 HON JOSEPH LIEBERMAN MEMBER 1.00 1.50 X 0 0 0 HON KEVIN P CHAVOUS MEMBER 1.00 1.50 X 0 0 0 PAUL SHIVERICK MEMBER 1.00 1.50 X 0 0 0 ANN DUPLESSIS MEMBER 10.00 5.00 X 0 66000 0 SPENCER ROBERTSON MEMBER 0.50 0.00 X 0 0 0 JOHN SCHILLING PRESIDENT 18.00 22.00 X 0 261760 26609 GREGORY BROCK CHIEF EXECUTIVE OFFICER 16.00 24.00 X 0 266273 18533 JENNIFER MILLER CFO/TREASURER 18.00 22.00 X 0 155343 8100 0 749376 53242 0 0 1 0 0 18073 13544822 14936 13562895 ANNUAL SUMMIT SPONSORSHIP 900099 8950 8950 8950 40387 40387 14933 14936 -3 -3 -3 5928 18073 176039 -170111 -170111 VENDOR REFUND 900099 3265 3265 3265 13445383 8950 0 -126462 3403588 3403588 1600 1600 40959 32863 5115 2981 43496 43496 78000 78000 757397 671185 16994 69218 3567 3567 50193 34150 12647 3396 73333 29374 43959 111631 89566 13940 8125 277637 227223 29807 20607 616425 582953 33472 167 167 16125 5390 10246 489 REIMBURSEMENT TO AFFILI 2243188 1792800 284748 165640 DIRECT PROGRAM EXPENSES 816044 816044 PUBLICATIONS AND SUBSCR 74726 72440 1322 964 COMMUNICATIONS - NEWSLE 39229 39229 36084 12950 2835 20299 8683389 7889355 468843 325191 3187306 489284 3187574 2230272 6135828 6250 60704 57954 38876 38876 0 0 5484532 9870640 70810 80835 22000 215000 5000 817826 243915 915636 539750 X 1675172 2628134 2893724 6702756 4568896 9330890 5484532 9870640 4761994 0 X 0 1 X 1 0 X 9311753 11992265 7984831 9606133 13562895 52457877 9311753 11992265 7984831 9606133 13562895 52457877 29690904 22766973 134640 139717 116859 25044 40387 456647 20583 12205 18246 82050 3265 136349 53050873 59150 0.42920 0.45390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 176751 176751 8506638 8683389 584169 146042 0 0 713231 674561 541424 584169 2513385 3770078 145168 172000 184066 176751 677985 178308 168640 135356 146042 628346 942519 37668 37668 18923 18923 0 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 243915 243915 X 13621422 0 13621422 -176039 -176039 13445383 8859428 176039 176039 8683389 0 8683389 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -176,039. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 176,039. ANNUAL GALA 24001 18073 5928 38532 137507 24001 18073 5928 38532 137507 176039 -170111 1 ALABAMA OPPORTUNITY SCHOLARSHIP FUND PO BOX 59188 BIRMINGHAM AL 35259 463813722 501(C)(3) 200000 IMPLEMENTATION SUPPORT IN AL BEACON CENTER OF TENNESSEE 201 4TH AVENUE N SUITE 1820 NASHVILLE TN 37219 640927212 501(C)(3) 26500 EDUCATIONAL CHOICE SUPPORT IN TN EDCHOICE KENTUCKY INC 1042 BURLINGTON LANE FRANKFORT KY 40601 473944426 501(C)(3) 100000 EDUCATIONAL CHOICE SUPPORT IN KY EMPOWER ILLINOIS 200 NORTH LA SALLE STREET SUITE 2310 CHICAGO IL 60601 272479414 501(C)(3) 1000000 EDUCATIONAL CHOICE SUPPORT IN IL EMPOWER MISSISSIPPI FOUNDATION PO BOX 4028 MADISON MS 39130 464565274 501(C)(3) 100000 GRASSROOTS EFFORTS, NATIONAL SCHOOL CHOICE WEEK AND GENERAL SUPPORT FOR EDUCATIONAL CHOICE EFFORTS IN MS. ENVIRONMENTALIST FOR EDUCATION EDUCATION 3405 HARDEN ROAD RALEIGH NC 27607 465180510 501(C)(3) 15488 EDUCATION SAVINGS ACCOUNT RESEARCH IN TN INDIANAPOLIS URBAN LEAGUE 77 INDIANA AVENUE INDIANAPOLIS IN 46202 356060655 501(C)(3) 50000 EDUCATIONAL CHOICE SUPPORT IN IN INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET SUITE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 325000 IMPLEMENTATION SUPPORT IN IN LAS VEGAS URBAN LEAGUE 3575 W CHEYENNE AVENUE SUITE 101 LAS VEGAS NV 89032 200873314 501(C)(3) 25000 IMPLEMENTATION SUPPORT IN NV PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 434 FAYETTEVILLE STREET SUITE 1620 RALEIGH NC 27601 202754466 501(C)(3) 850000 IMPLEMENTATION SUPPORT IN NC SCHOOL CHOICE OHIO 88 EAST BROAD STREET SUITE 640 COLUMBUS OH 43215 203130699 501(C)(3) 312000 IMPLEMENTATION SUPPORT IN OH SCHOOL CHOICE OHIO 88 EAST BROAD STREET SUITE 640 COLUMBUS OH 43215 203130699 501(C)(3) 78000 ADVOCACY SUPPORT IN OH SCHOOL CHOICE WISCONSIN 350 BISHOPS WAY 104 BROOKFIELD WI 53005 383695127 501(C)(3) 100000 EDUCATIONAL CHOICE SUPPORT IN WI SCHOOL CHOICE WISCONSIN 350 BISHOPS WAY 104 BROOKFIELD WI 53005 383695127 501(C)(3) 50000 DIGITAL MARKETING SUPPORT IN WI SCHOOL CHOICE WISCONSIN 350 BISHOPS WAY 104 BROOKFIELD WI 53005 383695127 501(C)(3) 75000 SCHOOL PARTNERSHIP SUPPORT IN WI SCISSORTAIL COMMUNITY DEVELOPMENT CORP 7000 CROSSROADS BLVD SUITE 1132 OKLAHOMA CITY OK 73149 453091965 501(C)(3) 25000 COMMUNITY OUTREACH ON EDUCATIONAL CHOICE IN OK SERVING OUR CHILDREN 1615 L STREET NW SUITE 750 WASHINGTON DC 20036 208874570 501(C)(3) 5000 DEVELOPMENT EFFORTS IN WASHINGTON DC TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 742524057 501(C)(3) 25000 MESSAGING RESEARCH ON EDUCATIONAL SUPPORT IN TX THOMAS B FORDHAM INSTITUTE 1016 16TH STREET NW 8TH FLOOR WASHINGTON DC 20036 311816446 501(C)(3) 6600 PRIVATE SCHOOL CHOICE RESEARCH URBAN LEAGUE OF LOUISIANA 4640 S CARROLLTON AVENUE SUITE 210 NEW ORLEANS LA 70119 720423627 501(C)(3) 35000 GRASSROOTS EFFORTS IN LA 20 0 PART I, LINE 2: THE ORGANIZATION EMPLOYS AND/OR CONTRACTS WITH INDIVIDUALS WHO WORK IN SELECTED STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND PASS SCHOOL CHOICE LEGISLATION. THESE INDIVIDUALS WORK CLOSELY WITH THE ALLIES WITHIN THE SELECTED STATES AND GRANTEE ORGANIZATIONS IN THE STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 JOHN SCHILLING PRESIDENT 0 261760 0 0 0 0 0 9560 0 17049 0 288369 0 0 GREGORY BROCK CHIEF EXECUTIVE OFFICER 0 266273 0 0 0 0 0 10782 0 7751 0 284806 0 0 JENNIFER MILLER CFO/TREASURER 0 155343 0 0 0 0 0 6225 0 1875 0 163443 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE PRESIDENT AND CEO COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND CEO ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS AND PRESENTED TO THE NATIONAL DIRECTOR OF OPERATIONS AT CONCLUSION. DURING THIS PROCESS, THE CHAIRMAN WILL ALSO REVIEW THE COMPENSATION OF OTHER HIGHLY COMPENSATED EMPLOYEES, INCLUDING THE CHIEF OPERATION OFFICER (COO), CFO/TREASURER AND OTHER TOP MANAGEMENT OFFICIALS. THE PRESIDENT AND CEO CONDUCTS THE EVALUATIONS OF MANAGEMENT OFFICIALS AND OTHER STAFF. FORM 990, PART VI, SECTION A, LINE 1 IN MARCH 2012, THE BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AND AMENDED FOR TITLE CHANGES IN FEBRUARY 2018 AS FOLLOWS: 1.PRESIDENT AND CEO CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,000 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. ANY APPROVAL UNDER 1 & 2 ARE COMMUNICATED TO THE FULL BOARD EITHER VIA ELECTRONIC UPDATES OR AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER/TREASURER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTS REQUIRED TO COMPLETE FORM 990. ONCE COMPLETED AND REVIEWED BY THE ACCOUNTING FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT VERSION OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATIONS PRESIDENT, CHIEF EXECUTIVE OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE PRESIDENT SIGNS THE RETURN AND A COMPLETE COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IF AT ANY TIME A BOARD MEMBER OR OFFICER BECOMES AWARE OF A TRANSACTION THAT MAY POSE A CONFLICT OF INTEREST, THAT MEMBER IS REQUIRED TO DISCLOSE IN WRITING TO THE BOARD IN ADVANCE OF DISCUSSION OR ACTION THE NATURE AND EXTENT OF A FINANCIAL INTEREST THAT MAY CREATE A CONFLICT OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A ALLIANCE FOR SCHOOL CHOICE, DBA AMERICAN FEDERATION FOR CHILDREN GROWTH FUND DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFIED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN ALLOCATE TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIME ALLOCATION SCHEDULE. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. AMERICAN FEDERATION FOR CHILDREN INC 1020 19TH STREET NW SUITE 675 WASHINGTON DC 20036 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS CA 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 1020 19TH STREET NW SUITE 675 WASHINGTON DC 20036 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 FLORIDA EDUCATION EMPOWERMENT PAC PO BOX 1440 LUTZ FL 33548 813525965 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION FL 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 553808 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 2384840 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 1641352 ACTUAL FIGURES