2019-02-15T12:58:35-06:00 2018-06-30 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2017-07-01 650828272 ADOPT-A-CLASSROOM INC ADOP 8773840764 401 2ND AVE N NO 305 MINNEAPOLIS MN 55401 ANN PIFER EXECUTIVE DIRECTOR 8773840764 2019-02-14 1 BRUCE THIEL P00526510 6123397811 96.82.199.45 2019-02-14 08:24:06 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C1850A7770239F0F241C0C78489A52B583CDA0C4 2017 2019-02-21 02:37:17Z X ANN PIFER 401 2ND AVE N NO 305 MINNEAPOLIS MN 55401 4012048 0 X WWW.ADOPTACLASSROOM.ORG X 1998 FL TO GIVE TEACHERS A HAND AND PROVIDE NEEDED CLASSROOM MATERIALS SO THEIR STUDENTS CAN SUCCEED. 14 14 14 14 0 9271 4345521 4000239 0 0 4225 11809 0 0 4349746 4012048 2531164 2381999 0 0 713663 946107 0 0 312609 538483 899179 3783310 4227285 566436 -215237 3848392 3727769 135233 216056 3713159 3511713 X ADOPT-A-CLASSROOM GIVES TEACHERS A HAND BY PROVIDING NEEDED CLASSROOM SUPPLIES TO SUPPORT STUDENT SUCCESS. WE RAISE FUNDS FROM INDIVIDUALS, INSTITUTIONS, AND CORPORATE SPONSORS, AND THOSE FUNDS ARE USED TO PURCHASE CLASSROOM SUPPLIES THAT ARE PERSONALLY SELECTED BY EACH TEACHER. SUPPLIES ARE THEN SHIPPED DIRECTLY TO THE TEACHER'S SCHOOL. THE ORGANIZATION'S ACTIVITIES ARE CARRIED OUT PRIMARILY THROUGH ITS WEBSITE. 0 0 3632984 2381999 IN FISCAL 2018, ADOPTACLASSROOM.ORG DONATED ESSENTIAL CLASSROOM SUPPLIES AND MATERIALS TO TEACHERS IN ALL 50 U.S. STATES AND PUERTO RICO. FUNDS RAISED FROM INDIVIDUALS, INSTITUTIONS, AND CORPORATE SPONSORS ARE USED TO PURCHASE CLASSROOM SUPPLIES THAT ARE SELECTED BY EACH TEACHER. TEACHER RECIPIENTS ARE EITHER SELECTED DIRECTLY BY THE DONOR, OR BY ADOPTACLASSROOM.ORG BASED ON TEACHERS PROFILES OR ON APPLICATIONS FROM TEACHERS TO OUR SPOTLIGHT FUNDS (ART, STEM, HIGHEST NEED, INCLUSIVE CLASSROOM, AND DISASTER RELIEF). IN FISCAL 2018, ADOPTACLASSROOM.ORG RAISED $92,000 FOR CLASSROOMS AFFECTED BY HURRICANES HARVEY, IRMA, AND MARIA, WHICH HELPED TEACHERS AFFECTED BY THOSE DISASTERS REPLACE ESSENTIAL CLASSROOM MATERIALS LOST IN THE STORMS. THE ORGANIZATION CONTINUED TO INVEST IN THE RENOVATION OF ITS TECHNOLOGY PLATFORM, WHICH IS ESSENTIAL TO ITS WORK OF CONNECTING DONORS, TEACHERS, AND VENDORS OF EDUCATIONAL PRODUCTS TO SUPPORT CLASSROOMS IN NEED. 3632984 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 14 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X ANN PIFER 8773840764 401 2ND AVE N STE 305 MINNEAPOLIS MN 55401 AMI MIESNER ANDERSON DIRECTOR 0.50 X 0 0 0 JENNIFER COATES DIRECTOR 0.50 X 0 0 0 MATT JOHNSON DIRECTOR 0.50 X 0 0 0 MARJORIE KEAN VICE CHAIR 1.00 X X 0 0 0 JULIE KRUEGER DIRECTOR 0.50 X 0 0 0 TIM MOYNIHAN DIRECTOR 0.50 X 0 0 0 SCOTT PANSKY DIRECTOR 0.50 X 0 0 0 MARTHA PHELPS DIRECTOR 0.50 X 0 0 0 DOUGLAS K SPONG CHAIR 2.00 X X 0 0 0 SUSAN ENGEL SECRETARY 1.00 X X 0 0 0 KURT STRELNIEKS TREASURER 1.00 X X 0 0 0 JEN SWANSON DIRECTOR 0.50 X 0 0 0 NEELY TAMMINGA DIRECTOR 0.50 X 0 0 0 HART ROSENBLATT DIRECTOR 0.50 X 0 0 0 ANN NESS EXECUTIVE DIRECTOR 40.00 X 114929 0 15714 ANN PIFER CHIEF OPERATING OFFICER/EXECUTIVE DIRECTOR 40.00 X 107141 0 39721 SANDRA HICKS DIRECTOR OF FINANCE 40.00 X 21262 0 2511 CAROLYN ABERMAN EVP CORPORATE PARTNERSHIPS 40.00 X 133271 0 18991 376603 0 76937 3 0 1 0 BRIGHT HAT SOLUTIONS LLC 14318 COSETTE WAY N HUGO MN 55038 TECHNOLOGY OUTSOURCING 164610 1 4000239 36000 4000239 11809 11809 4012048 0 0 11809 2381999 2381999 311996 111572 155197 45227 507875 269953 46710 191212 68790 45885 3282 19623 57446 26876 12943 17627 2901 2901 41837 11842 22385 7610 12493 10743 500 1250 34007 26064 3039 4904 259227 250236 6039 2952 36000 31680 2160 2160 20294 13412 4764 2118 209624 185640 11129 12855 2576 2266 155 155 CORPORATE SPONSOR EVENT 244580 244580 OTHER 35640 20236 10488 4916 4227285 3632984 281692 312609 2359114 2179224 88600 205140 24198 35051 1042378 275559 848736 766819 527744 541535 3848392 3727769 135233 216056 135233 216056 X 1364280 1053605 1821135 1916573 527744 541535 3713159 3511713 3848392 3727769 -215237 13791 0 X X 0 1 X 1 0 X 4255954 2914322 3301057 4345521 4000239 18817093 4255954 2914322 3301057 4345521 4000239 18817093 6741339 12075754 24787 25635 26901 4225 11809 93357 5061 5061 3949 14071 18924521 0.63810 0.71850 X 527744 13791 541535 472841 54903 527744 530731 -57890 472841 520165 10566 530731 448177 71988 520165 0.00000 1.00000 0.00000 1 0 1042378 275559 766819 766819 BENEFICIAL INTEREST IN A PERPETUAL TRUST 541535 541535 X 4109839 13791 84000 97791 4012048 0 4012048 4311285 84000 84000 4227285 0 4227285 PART V, LINE 4: THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A PERPETUAL TRUST WITH THE ASSETS HELD BY A THIRD PARTY. THESE ASSETS ARE CONSIDERED A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE ORGANIZATION HAS NO CONTROL OVER THE INVESTMENT OF THE FUNDS. DISTRIBUTIONS ARE MADE TO THE ORGANIZATION OF NO LESS THAN 5% OF THE FAIR VALUE OF THE FUND AS MEASURED BY A 12 QUARTER ROLLING AVERAGE OF THE FAIR VALUE OF THE FUND. FAIR VALUE OF THE ENDOWMENT FUND INCLUDES ANY UNREALIZED GAINS OR LOSSES. PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF THE TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. 1 FUNDS FOR THE PURCHASE OF EDUCATIONAL MATERIALS, CHILDREN'S BOOKS AND OFFICE 11762 2381999 PART I, LINE 2: GOODS PURCHASED CAN ONLY BE SHIPPED TO THE TEACHER'S SCHOOL, NOT TO A HOME ADDRESS. THE ORGANIZATION USES THE NATIONAL CENTER FOR EDUCATIONS STATISTICS ("NCES") TO VERIFY SCHOOL INFORMATION TO ENSURE THAT THE SCHOOL IS AN ACCREDITED EDUCATIONAL INSTITUTION, AND THAT THE MAILING ADDRESS LISTED IN THE TEACHER'S REGISTRATION INFORMATION MATCHED THE ADDRESS LISTED IN THE NCES DATABASE. FOR PRIVATE SCHOOLS OR THOSE UNLISTED IN NCES, WE CALL/EMAIL THE SCHOOL TO CONFIRM USE OF INFORMATION FOUND ON THE SCHOOL WEBSITE OR PROVIDED BY THE TEACHER. ORDERS ARE NOT ALLOWED TO BE PROCESSED UNTIL THE SCHOOL AND MAILING ADDRESS HAVE BEEN VERIFIED. TEACHERS GENERALLY CHOOSE WHAT TO SPEND THEIR DONATED FUNDS ON FROM THE VENDORS ON THE ORGANIZATION'S WEBSITE. THOSE VENDORS ARE ONLY EDUCATIONAL MATERIAL SUPPLIERS, CHILDREN'S BOOK PUBLISHERS, AND OFFICE SUPPLY VENDORS. IF TEACHERS WANT TO SPEND THEIR FUNDS ON SOMETHING NOT AVAILABLE ON OUR SITE, THEY CAN SUBMIT A REQUEST FOR AN "OUT OF NETWORK" PURCHASE. THOSE ARE REVIEWED FIRST BY A STAFF PERSON. IF ANYTHING LOOKS OUT OF THE ORDINARY OR INAPPROPRIATE, THE STAFF PERSON CALLS THE TEACHER TO ASK WHY THE ITEM IS BEING REQUESTED AND WHAT IT WILL BE USED FOR. THE FINANCE DIRECTOR REVIEWS AND PERSONALLY APPROVES EVERY PAYMENT FOR OUT-OF-NETWORK PURCHASES. THIS ENSURES THAT ONLY ITEMS APPROPRIATE FOR EDUCATIONAL PURPOSES ARE BEING PURCHASED WITH DONATED FUNDS. X X X X 1 0 0 0 0 0 0 0 0 CAROLYN ABERMAN EVP CORPORATE PARTNERSHIPS 119944 0 13327 0 0 0 0 0 18991 0 152262 0 0 0 PART I, LINE 4A ANN NESS $8,750 X TECHNOLOGY AND EQUIPMENT CONSULTING 1 36000 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS LIMITED AUTHORITY TO ACT BETWEEN FULL BOARD MEETINGS, AND MUST REPORT ANY SUCH ACTIONS TO THE FULL BOARD. NO BROAD DELEGATION OF AUTHORITY EXISTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 WHICH IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY MANAGEMENT ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. NO SUCH CONFLICTS OF INTEREST WERE FOUND TO EXIST IN THE MOST RECENT FISCAL YEAR. EXECUTIVE DIRECTOR FOLLOWS UP DIRECTLY WITH ANY BOARD MEMBERS WHO FAIL TO SUBMIT THEIR FORM TO ENSURE COMPLIANCE. ADOPT-A-CLASSROOM ASKS EACH EMPLOYEE AND BOARD MEMBER WHETHER HE HAS AN ACTUAL OR POSSIBLE CONFLICT AND TO DESCRIBE ANY RELATIONSHIPS, TRANSACTIONS, OR OTHER CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT OF INTEREST. IF AN ACTUAL OR POSSIBLE CONFLICT ARISES, ADOPT-A-CLASSROOM REFERS SUCH MATTERS TO ITS OUTSIDE LEGAL COUNSEL FOR DETERMINATION, AND RELIES ON LEGAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS, AND WHAT RESTRICTIONS MAY APPLY TO THE RELATED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE SEARCH COMMITTEE OF THE BOARD OF DIRECTORS AT THE TIME OF HIRING AND APPROVED BY THE FULL BOARD. SUCH DECISIONS ARE MADE WITH REFERENCE TO EXTERNAL SALARY SURVEYS (PRIMARILY THE MOST RECENT EDITION OF THE MINNESOTA NONPROFIT SALARY AND BENEFIT SURVEY, PRODUCED BY THE MINNESOTA COUNCIL OF NONPROFITS). IN ADDITION, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL EXECUTIVES OF THE ORGANIZATION WHOSE TOTAL COMPENSATION EXCEEDS $100,000 PER YEAR AT LEAST ONCE EVERY 2 YEARS. THE MOST RECENT REVIEW WAS COMPLETED BY THE COMPENSATION COMMITTEE DURING THE SEARCH FOR THE PREVIOUS EXECUTIVE DIRECTOR, AND APPROVED AT THE MARCH 4, 2016 BOARD MEETING. UPON THE RESIGNATION OF THAT EXECUTIVE DIRECTOR, THE NEW EXECUTIVE DIRECTOR WAS HIRED AT THE SAME SALARY, WHICH WAS APPROVED AT THE FEBRUARY 8, 2018 MEETING. A FORMAL SALARY REVIEW, AS DETAILED ABOVE, IS EXPECTED TO OCCUR DURING THE NEXT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: DUE TO THE RELATIVELY SMALL SIZE OF THE BOARD, THE FUNCTIONS OF THE AUDIT COMMITTEE ARE CURRENTLY ASSUMED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE AUDIT AND 990, WHICH ARE THEN PRESENTED TO THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. THE ENGAGEMENT OF THE ACCOUNTING FIRM TO PERFORM THE ANNUAL AUDIT IS APPROVED BY THE BOARD CHAIR IF THERE IS NO CHANGE IN PROVIDERS FROM THE PRIOR YEAR. IF NEW PROVIDERS ARE TO BE SELECTED, THAT SELECTION PROCESS WOULD BE HANDLED BY THE FINANCE COMMITTEE AND APPROVED BY THE FULL BOARD.