2019-08-27T09:55:11-05:00 2018-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 IRINA ZABELLO VP FINANCE & ADMIN. 2023472030 2019-08-27 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-08-27 10:55:04 ED P 148F02CB45541D67E92C0B81956E7F7272BBF604 6658C4CAC93B661990171F93700F5E6AFE07D8C8 2018 2019-02-21 02:37:17Z JODI GRANT 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 4880752 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 16 16 26 16 0 15857 5454851 4516535 0 0 124833 229726 25161 3163 5604845 4749424 270000 152000 0 0 2129990 2147392 0 0 116681 3155140 2826740 5555130 5126132 49715 -376708 9701985 9214250 2517994 2675403 7183991 6538847 X TO ENGAGE PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN QUALITY AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. 0 1 2842997 152000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL DEVELOPMENTS. TRAINING AFTERSCHOOL SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL FIELD IN THESE AREAS. 983457 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 582587 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL MATERIALS ON THE AFTERSCHOOL ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENTS RELATED TO AFTERSCHOOL PROGRAMS. 192354 AMBASSADORS 98834 LOBBYING 61006 CHALLENGE 352194 4761235 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JODI GRANT 2023472030 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 TERRY PETERSON CHAIR 1.00 X X 0 0 0 LISA LUCHETA VICE CHAIR 1.00 X X 0 0 0 JEAN MARGARET SMITH SECRETARY 1.00 X X 0 0 0 REINALDO LLANO TREASURER 1.00 X X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 KARL DEAN DIRECTOR 1.00 X 0 0 0 BARRY FORD DIRECTOR 1.00 X 0 0 0 LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARCUS GOODWIN DIRECTOR 1.00 X 0 0 0 TIM HWANG DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 HEATHER NESLE DIRECTOR 1.00 X 0 0 0 RAY SANBORN DIRECTOR 1.00 X 0 0 0 HERB STURZ DIRECTOR 1.00 X 0 0 0 STACEY GILLIS WEBER DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 289368 0 24383 IRINA ZABELLO VP FINANCE & ADMIN 40.00 X 109486 0 3210 JENNIFER RINEHART SR VP POLICY & RESEARCH 32.00 X 167826 0 4560 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 35.00 X 177076 0 4988 ERIK PETERSON VP POLICY 40.00 X 146609 0 13717 890365 0 50858 5 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS & MEDIA 372846 PR SOLUTIONS INC 1156 15TH STREET NW SUITE 605 WASHINGTON DC 20005 COMMUNICATIONS & MEDIA 247036 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND CA 94807 STATE AND NAT'L COALITION BLDG. 245689 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 46204 CONSULTING/LOBBYING 138154 4 7000 231701 4277834 4516535 116026 116026 149 149 245028 131328 113700 113700 113700 MISCELLANEOUS 900099 3014 3014 3014 4749424 0 0 232889 X 152000 152000 426447 372776 36856 16815 1480624 1269638 153047 57939 29010 24757 3095 1158 81094 96090 -19341 4345 130217 112389 12567 5261 894 894 42057 35858 4170 2029 98833 98833 10612 10612 1273709 1280231 -7722 1200 187306 187306 128633 109759 11774 7100 146554 135932 4305 6317 174640 150800 16822 7018 108258 106335 1442 481 189227 181785 5431 2011 1518 757 731 30 19148 16774 1579 795 5671 4501 949 221 STIPENDS AND AWARDS 293048 293048 PROGRAM FIELD FUNDS 110671 110571 100 DUES AND SUBSCRIPTIONS 12338 11418 915 5 PAYROLL PROCESSING FEES 10304 4192 6108 4 13319 4591 4876 3852 5126132 4761235 248216 116681 277683 167677 4224638 4108358 622020 504160 125564 93737 42997 60830 159500 71871 84867 87629 2105220 2168186 2218996 2023673 9701985 9214250 221483 413423 2296511 2261980 2517994 2675403 X 3210688 3360444 2502309 1707409 1470994 1470994 7183991 6538847 9701985 9214250 -376708 -268436 0 X 0 1 X 1 0 X 2614352 5252597 4640511 5454851 4516535 22478846 2614352 5252597 4640511 5454851 4516535 22478846 12746202 9732644 50958 56457 52437 67826 116175 343853 6026 4813 793 25054 3014 39700 22862399 0.42570 0.43850 X 41710 57123 98833 5027299 5126132 406307 101577 0 0 394266 386449 427757 406307 1614779 2422169 116619 95357 141690 98833 452499 98567 96612 106939 101577 403695 605543 52411 37160 86646 41710 217927 1949957 -90453 74987 1784517 1758959 262710 71712 1949957 1683606 130581 55228 1758959 1760795 -687 76502 1683606 1730163 124972 94340 1760795 0.00000 0.82000 0.18000 0 0 30253 3017 27236 18697 10021 8676 110550 58833 51717 87629 DEFERRED COMPENSATION 183168 DEPOSITS 16872 RIGHT-OF-USE ASSET 1823633 2023673 FINANCE LEASE 9107 DEFERRED COMPENSATION OBLIGATION 221139 OPERATING LEASE OBLIGATION 2031734 2261980 X 4470376 -268436 -268436 4738812 10612 10612 4749424 5115520 0 5115520 10612 10612 5126132 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, THE ALLIANCE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ASU SYSTEM FOUNDATION INC PO BOX 1990 STATE UNIVERSITY AR 72467 710489924 501(C)(3) 37000 EDUCATIONAL OUTREACH GRANT AND STATE FIELD DEVELOPMENT SC AFTERSCHOOL ALLIANCE 1611 DEVONSHIRE DR SUITE 101 COLUMBIA SC 29204 450506772 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT NEBRASKA CHILDREN AND FAMILIES FOUND 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT OREGON AEYC PO BOX 3 WILSONVILLE OR 97070 237088803 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE DUPONT HALL 309 COLCHESTER VT 05446 320399970 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT SCHOOL'S OUT WASHINGTON 801 23RD AVE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT MASSACHUSETTS AFTERSCHOOL PARTNERSHIP INC 128 A TREMONT STRRET SUITE 4 F BOSTON MA 02108 205116880 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT FUND FOR EDUCATIONAL EXCELLENCE 800 NORTH CHARLES ST SUITE 400 BALTIMORE MD 21201 521129402 501(C)(3) 10000 OVERDECK STEM PROJECT GRANT METROPOLIAN FAMILY SERVICE 1 N DEARBORN 10TH FLOOR CHICAGO IL 60602 362167940 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT IGNITE AFTERSCHOOL 970 RAYMOND AVE SUITE 204 ST PAUL MN 55114 274126970 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT UNIVERSITY OF KS CENTER FOR RESEARCH 2385 IRVING HILL ROAD LAWRENCE KS 66045 480680117 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT EXPLORA SCIENCE CENTER & CHILDREN'S MUSEUM NEW MEXICO OUT-OF-SCHOOL TIME NW 1701 MOUNTAIN RD NW ALBUQUERQUE NM 87104 850442062 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT ALABAMA COMMUNITY EDUCATION ASSOCIATION 1463 HALEY CENTER AUBURN AL 36849 820682956 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT VOICES OF GEORGIA'S CHILDREN INC 75 MARIETTA ST NW ATLANTA GA 30303 020678823 501(C)(3) 5000 OVERDECK STEM PROJECT GRANT 16 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 263248 0 26120 0 0 0 7867 0 16516 0 313751 0 0 0 JENNIFER RINEHART SR VP POLICY & RESEARCH 157826 0 10000 0 0 0 4560 0 0 0 172386 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 167076 0 10000 0 0 0 4988 0 0 0 182064 0 0 0 ERIK PETERSON VP POLICY 139109 0 7500 0 0 0 4200 0 9517 0 160326 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $26,120 IRINA ZABELLO $5,000 JENNIFER RINEHART $10,000 URSULA HELMINSKI $10,000 ERIK PETERSON $7,500 FORM 990, PART III, LINE 3 AFTERSCHOOL ALLIANCE CEASED CONDUCTING THE FISCAL SPONSORSHIP PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE VICE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACHIEVEMENTS. THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN DECEMBER 2018 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 180,154. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,154. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 62,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,627. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 651,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 652,658. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 385,792. MANAGEMENT AND GENERAL EXPENSES -7,722. FUNDRAISING EXPENSES 200. TOTAL EXPENSES 378,270.