2019-05-22T16:49:26-05:00 2018-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2017-07-01 452870970 FAMILIES FOR EXCELLENT SCHOOLS INC FAMI 3475279420 1105 MARKET STREET SUITE 1700 WILMINGTON DE 19801 YVONNE CHAO TREASURER 3475279420 2019-05-22 1 GARRETT M HIGGINS P00543209 2122862600 2019-05-22 4.15.211.182 2019-05-22 16:42:45 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B29914CEB47F2C50F9800CDE5B5AE22990D509AB 2017 2019-02-21 02:37:17Z YVONNE CHAO 1105 MARKET STREET SUITE 1700 WILMINGTON DE 19801 5945808 0 X WWW.FAMILIESFOREXCELLENTSCHOOLS.ORG X 2011 DE WORKS TO BUILD COALITIONS AND RUN CAMPAIGNS THAT CHANGE EDUCATION POLICY. X 6 5 0 6 0 0 17468156 5792600 0 0 609 11272 7301 141936 17476066 5945808 1199714 17190 0 0 0 0 0 0 145161 14844229 10520611 16043943 10537801 1432123 -4591993 6278892 10176 3045461 1368738 3233431 -1358562 X FAMILIES FOR EXCELLENT SCHOOLS, INC. ("FES") WORKS TO BUILD COALITIONS OF FAMILIES AND THEIR ALLIES AND RUN CAMPAIGNS THAT CHANGE EDUCATION POLICY. 0 1 9718297 17190 FES TRAINS AND ORGANIZES PARENTS FOR SUSTAINED COMMUNITY ACTION TO INFLUENCE EDUCATION POLICY. 9718297 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 40 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY MA X X KATHERINE CUNNINGHAM 3475279420 1105 MARKET STREET SUITE 1700 WILMINGTON DE 19801 BRYAN LAWRENCE CHAIRMAN 1.00 1.00 X X 0 0 0 YVONNE CHAO TREASURER 1.00 1.00 X X 0 0 0 PAUL APPELBAUM DIRECTOR 1.00 1.00 X 0 0 0 MARK ARGOSH DIRECTOR 1.00 1.00 X 0 0 0 DAWN FOYE DIRECTOR 1.00 1.00 X 0 0 0 RESHMA SINGH CHIEF GROWTH OFFICER 27.00 13.00 X X 0 178675 6452 JEREMIAH KITTREDGE CHIEF EXECUTIVE OFFICER 27.00 13.00 X 0 192499 11640 KATHERINE CUNNINGHAM CHIEF OPERATING OFFICER 27.00 13.00 X 0 174241 20852 RICHARD KWON CHIEF OF STAFF 27.00 13.00 X 0 118445 11234 ABENA AGYEMANG CHIEF OF STATES 27.00 13.00 X 0 148688 15644 SEAN ANDERSON CHIEF PROGRAM OFFICER 27.00 13.00 X 0 151012 7987 0 963560 73809 0 0 1 0 REVOLUTION MARKETING 170 HAMILTON AVE SUITE 212 WHITE PLAINS NY 10601 MARKETING 535176 CHARTER TECHNOLOGY SOLUTIONS 129 20TH STREET SUITE 2 BROOKLYN NY 11232 IT SUPPORT 215203 SIEGEL STRATEGIES LLC 41 W58TH STREET NEW YORK NY 10019 CAMPAIGN CONSULTANTS 205844 STUE LOESER & CO LLC 1460 BROADWAY NEW YORK NY 10036 MEDIA CONSULTANTS 185000 RISING TIDE INTERACTIVE 1250 H STREET NW SUITE 400 WASHINGTON DC 20005 DIGITAL MARKETING 149385 5 5792600 5792600 724 724 49010 0 49010 49010 49010 10548 0 10548 10548 10548 REIMBURSEMENTS 900099 45537 45537 CREDIT CARD POINTS RED 900099 21319 21319 OTHER REVENUE 900099 13053 13053 13017 13017 92926 5945808 0 0 153208 17190 17190 290876 261788 29088 345116 308225 34247 2644 28500 28500 9000 8100 900 785023 706520 78503 71878 64690 7188 45428 18604 26663 161 58436 52189 5799 448 370134 330569 36730 2835 243593 217556 24174 1863 511112 456477 50720 3915 57542 51391 5710 441 FORGIVENESS OF DEBT 4384353 4384353 ALLOCATED OVERHEAD 3110107 2777656 308628 23823 DUES & SUBSCRIPTIONS 85394 85394 STAFF DEVELOPMENT 70528 62989 6999 540 53591 53591 10537801 9718297 674343 145161 103838 10176 227701 2101000 8577 41191 1856858 1856858 486663 0 19833 3290089 0 6278892 10176 1664994 1368738 1130000 250467 0 3045461 1368738 X 3233431 -1358562 3233431 -1358562 6278892 10176 -4591993 0 X X 0 1 X 1 0 X 12264668 17635132 18757825 17468156 5792600 71918381 12264668 17635132 18757825 17468156 5792600 71918381 25018350 46900031 452 690 609 49734 51485 494 229 446 7301 92926 101396 72071262 370678 0.65070 0.65650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2013 AMOUNT: $ 494. 2014 AMOUNT: $ 229. 2015 AMOUNT: $ 446. 2016 AMOUNT: $ 7,301. 2017 AMOUNT: $ 92,926. 0 0 0 0 0 0 0 0 1 9000 9000 0 PART II-B, LINE 1: DURING FISCAL YEAR 2018, FES SPENT $9,000 ON OTHER LOBBYING ACTIVITIES (REPORTED ON PART II-B, LINE 1I), AS DEFINED BY IRS REGULATIONS. THE LOBBYING EXPENSES WERE SPENT ON LOBBYING STATE AND LOCAL OFFICIALS IN MA, CT, AND NY ON LEGISLATION RELATED TO EDUCATION REFORM, AND INCLUDED PROGRAM EXPENSES (INCLUDING LOGISTICS AND MATERIALS). 982859 982859 0 713655 713655 0 160344 160344 0 0 X 6020808 75000 75000 5945808 0 5945808 6923699 151884 151884 6771815 3765986 3765986 10537801 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTED TO RELATED ENTITY: 75,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTED TO RELATED ENTITY: 151,884. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 3,765,986. 1 GREAT SCHOOLS FOR MASSACHUSETTS INC 11 BEACON STREET 4TH FL BOSTON MA 02108 811844792 501(C)(4) 15630 EDUCATION 0 1 PART I, LINE 2: WE MONITOR OUR USE OF GRANT FUNDS ON A REGULAR BASIS THROUGH INTERNAL REVIEWS, MONTHLY FINANCIAL REPORTS, AND REGULAR REPORTS FROM FUNDERS AS REQUIRED. 0 0 0 0 0 0 0 0 0 RESHMA SINGH CHIEF GROWTH OFFICER 0 178675 0 0 0 0 0 0 0 6452 0 185127 0 0 JEREMIAH KITTREDGE CHIEF EXECUTIVE OFFICER 0 192499 0 0 0 0 0 0 0 11640 0 204139 0 0 KATHERINE CUNNINGHAM CHIEF OPERATING OFFICER 0 174241 0 0 0 0 0 8750 0 12102 0 195093 0 0 ABENA AGYEMANG CHIEF OF STATES 0 148688 0 0 0 0 0 4950 0 10694 0 164332 0 0 SEAN ANDERSON CHIEF PROGRAM OFFICER 0 151012 0 0 0 0 0 0 0 7987 0 158999 0 0 PART I, LINE 3 FAMILIES FOR EXCELLENT SCHOOLS, INC. DOES NOT PROVIDE COMPENSATION TO ANY OF ITS TOP MANAGEMENT OFFICIALS. THE SALARY PAID TO TOP MANAGEMENT OFFICIALS IS PAID BY FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC., A RELATED ORGANIZATION. THE FOLLOWING IS THEIR COMPENSATION POLICY: COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE CEO AND OFFICERS. COMPARABLE DATA IS USED WHEN DETERMINING THE COMPENSATION OF CEO AND OFFICERS. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DOCUMENTED IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. THIS PROCESS LAST TOOK PLACE IN SPRING OF 2017. CASH ACCOUNTS - EXPENSES PAID 2018-06-30 93662 CASH DISBURSEMENT CASH ACCOUNTS - EXPENSES PAID 2018-06-30 227701 CASH DISBURSEMENT 0 0 0 0 SCHEDULE N, PART II ON FEBRUARY 2, 2018, THE BOARD OF DIRECTORS OF FES VOTED TO MOVE FORWARD WITH THE DISSOLUTION OF FAMILIES FOR EXCELLENT SCHOOLS, INC. AND AFFILIATED ENTITIES. ON MARCH 24, 2018 THE ORGANIZATION DISSOLVED. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTING PROGRAM SERVICES IN FISCAL YEAR 2018 AND DISSOLVED ON MARCH 24, 2018. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL. IF CHANGES ARE REQUIRED, FES WILL THEN FORWARD THE CHANGES TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS AFTER SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FES DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO ITS BOARD MEMBERS AND OFFICERS ON AN ANNUAL BASIS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DECLARE IF AT ANY POINT A CONFLICT OF INTEREST ARISES. IF A DIRECTOR, OFFICER, OR KEY EMPLOYEE HAS A PERSONAL OR FINANCIAL INTEREST IN A PROPOSED CONTRACT OR TRANSACTION, HE OR SHE MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION. ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD SHALL NOT BE PRESENT FOR ANY VOTE IN CONNECTION WITH THE MATTER OR OTHERWISE ATTEMPT TO INFLUENCE THE VOTE OF THE BOARD OF DIRECTORS ON SUCH MATTER. TO IMPLEMENT THIS POLICY, EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE OF THE CENTER WILL SUBMIT ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 FES MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT 1105 MARKET STREET, SUITE 1700, WILMINGTON, DE 19801 , OR BY CALLING THE ORGANIZATION DIRECTLY AT (347) 527-9420. FORM 990, PART XII, LINE 2C: FES HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC 1105 MARKET STREET SUITE 1700 WILMINGTON DE 19801 455565952 VOTER REGISTRATION, CANVASSING AND CANDIDATE DEVELOPMENT DE 501(C)(4) N/A N/A 0 CT FORWARD CORPORATION 77 WILLOW STREET BUILDING D SUITE 4 NEW HAVEN CT 06511 812790704 TEACH ABOUT CT ELECTED OFFICIALS WHO SUPPORT EQUAL ACCESS TO PUBLIC SCHOOLS CT 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 FAMILIES FOR EXCELLENT SCHOOLS-ADVOCACY O 2516995 COST LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE