2018-11-15T18:18:57-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 GREGORY R BROCK EXECUTIVE DIRECTOR 2022801990 2018-11-15 1 HEMALI PATEL P01337292 5712279500 67.137.57.251 2018-11-15 17:51:15 ES P 1938324BD4D887D076751857843371B82258E98C A31B8943A14933A3BF1B290C164803F9A7DCE6A3 2017 2019-02-21 02:37:17Z AFC GROWTH FUND GREGORY R BROCK 1020 19TH STREET NW NO 675 WASHINGTON DC 20036 9749698 0 X WWW.AFCGROWTHFUND.ORG X 1998 WI IMPROVE OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC & SUSTAINABLE PUBLIC POLICY. 9 9 0 10 0 0 7984831 9606133 7500 18950 -19817 7976 -171818 -315065 7800696 9317994 2914681 2122000 0 0 0 0 33750 25000 237586 7542794 5681481 10491225 7828481 -2690529 1489513 3700691 5484532 621308 915636 3079383 4568896 X DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 0 0 2887398 490620 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 AND IMPLEMENT SCHOOL CHOICE PROGRAMS. IMPLEMENTATION INCLUDES MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARNESS OF AND INCREASE PARTICIPATON IN PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIBIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBLICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 2840478 1631380 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 PUBICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 923131 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. 524576 18950 CONFERENCES:CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING, PROMOTING SCHOOL CHOICE AROUND THE COUNTRY AND LEADERSHIP DEVELOPMENT. 524576 18950 7175583 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 40 0 0 0 0 0 0 0 1 1 0 0 0 0 X 9 9 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 2.50 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 SPENCER ROBERTSON DIRECTOR 0.50 0.00 X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 1.50 X 0 0 0 CAMPBELL BROWN DIRECTOR 1.00 1.50 X 0 0 0 HON JOSEPH LIEBERMAN DIRECTOR 1.00 1.50 X 0 0 0 HON KEVIN P CHAVOUS DIRECTOR 17.50 1.00 X 0 0 0 PAUL SHIVERICK DIRECTOR 1.00 1.50 X 0 0 0 ANN DUPLESSIS DIRECTOR 10.00 5.00 X 0 66000 0 GREGORY BROCK EXECUTIVE DIRECTOR 13.00 27.00 X 0 230573 15287 JOHN SCHILLING CHIEF OPERATING OFFICER 18.00 22.00 X 0 234272 20247 JENNIFER MILLER CFO/TREASURER 16.00 24.00 X 0 145806 7677 0 676651 43211 0 0 1 0 THE CHAVOUS GROUP LLC 8105 MAYA CT VIENNA VA 22182 CONSULTING 174167 DCI GROUP LLC 1828 L STREET NW WASHINGTON DC 20036 PUBLIC AFFAIRS CONSULTING 140000 FMCB LLC 3001 W INDIAN SCHOOL RD 43 PHOENIX AZ 85017 MEDIA BUYS 117585 3 44500 9561633 9975 9606133 ANNUAL SUMMIT SPONSORSHIP 900099 18950 18950 18950 7930 7930 17114 17114 0 10021 9975 46 46 46 7500 44500 404615 -397115 -397115 VENDOR REFUND 900099 77082 77082 CONFERENCE REFUND 900099 3750 3750 1218 1218 82050 9317994 18950 0 -307089 X 2122000 2122000 10589 8686 1228 675 26493 26493 79400 79400 25000 25000 869039 821250 11335 36454 48776 30707 15695 2374 58379 15761 42618 138026 96861 33643 7522 256178 197109 33225 25844 273978 273978 13324 10930 1545 849 15275 5035 9849 391 REIMBURSEMENT TO AFFILI 1916500 1561497 230486 124517 DIRECT PROGRAM EXPENSES 1826218 1821581 4637 SUBSCRIPTIONS AND MEMBE 67589 65823 783 983 COMMUNICATIONS - AFC PU 61257 61257 20460 3708 8412 8340 7828481 7175583 415312 237586 1815392 3187306 1780186 2230272 7731 6250 69553 60704 38876 38876 3603 0 24226 0 3700691 5484532 120261 70810 25000 22000 12878 5000 463169 817826 621308 915636 X 636403 1675172 2442980 2893724 3079383 4568896 3700691 5484532 1489513 0 X 0 1 X 1 0 X 9360660 9311753 11992265 7984831 9606133 48255642 9360660 9311753 11992265 7984831 9606133 48255642 26045025 22210617 120471 134640 139717 116859 25044 536731 8406 20583 12205 18246 82050 141490 48933863 75200 0.45390 0.47760 X 0 184066 184066 7644415 7828481 541424 135356 0 0 645219 713231 674561 541424 2574435 3861653 111278 145168 172000 184066 612512 161305 178308 168640 135356 643609 965414 1278 37668 38946 18923 18923 0 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 817826 817826 X 9698906 0 9698906 -380912 -380912 9317994 8209393 380912 380912 7828481 0 7828481 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: RENTAL EXPENSES -17,114. SPECIAL EVENT EXPENSES -363,798. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 17,114. SPECIAL EVENT EXPENSES 363,798. X X X X 1 THOMAS A SMITH 4533 SHYS HILL ROAD NASHVILLE TN 37215 SOLICITATION OF DONATIONS FOR AFC GROWTH FUND 0 0 25000 0 25000 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV ANNUAL GALA 52000 44500 7500 38776 365839 52000 44500 7500 38776 365839 404615 -397115 1 ALABAMA OPPORTUNITY SCHOARLSHIP FUND PO BOX 59188 BIRMINGHAM AL 35259 463813722 501C3 225000 IMPLEMENTATION SUPPORT IN AL BEACON CENTER 201 4TH AVE N SUITE 1820 NASHVILLE TN 37219 640927212 501C3 80000 GRASSROOTS EDUCATION IN TN CATHOLIC MEMPHIS URBAN SCHOOLS 61 N MCLEAN BLVD MEMPHIS TN 38014 501C3 15000 GENERAL SUPPORT FOR EDUCATIONAL EFFORTS IN TN EDCHOICE KENTUCKY INC 1042 BURLINGTON LANE FRANKFORT KY 40601 473944426 501C3 75000 EDUCATION AND ADVOCACY SUPPORT IN KY EMPOWER MISSISSIPPI FOUNDATION PO BOX 4028 MADISON MS 39130 464565274 501C3 80000 EDUCATIONAL SUPPORT IN MS INDIANAPOLIS URBAN LEAGUE 777 INDIANA AVENUE INDIANAPOLIS IN 46202 356060655 501C3 55000 OUTREACH ACTIVITY IN IN INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO SUITE 700 INDIANAPOLIS IN 46204 351836687 501C3 325000 IMPLEMENTATION SUPPORT IN IN PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 434 FAYETTEVILLE ST SUITE 1620 RALEIGH NC 27601 202754466 501C3 800000 IMPLEMENTATION & ADVOCACY IN NC POLICY BEST FOUNDATION INC 2900 DELK RD SUITE 700-13 MARIETTA GA 30067 475386604 501C3 22000 MESSAGING STRATEGY IN GA SCISSORTAIL COMMUNITY DEVELOPMENT CORPORATION 302 SOUTHWEST 25TH STREET OKLAHOMA CITY OK 73109 453091965 501C3 30000 EDUCATIONAL SUPPORT IN OK SCHOOL CHOICE OHIO 88 E BROAD ST SUITE 640 COLUMBUS OH 43215 203130699 501C3 340000 IMPLEMENTATION & ADVOCACY IN OH SCHOOL CHOICE OHIO 88 E BROAD ST SUITE 640 COLUMBUS OH 43215 203130699 501C3 25000 RALLY URBAN LEAGUE OF GREATER NEW ORLEANS 4640 S CARROLTON AVE SUITE 210 NEW ORLEANS LA 70119 720423627 501C3 50000 IMPLEMENTATION SUPPORT IN LA 13 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 GREGORY BROCK EXECUTIVE DIRECTOR 0 230573 0 0 0 0 0 8221 0 7066 0 245860 0 0 JOHN SCHILLING CHIEF OPERATING OFFICER 0 234272 0 0 0 0 0 9605 0 10642 0 254519 0 0 JENNIFER MILLER CFO/TREASURER 0 145806 0 0 0 0 0 5843 0 1834 0 153483 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE EXECUTIVE DIRECTOR COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS AND PRESENTED TO THE CHIEF FINANCIAL OFFICER (CFO) 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 EXECUTIVE DIRECTOR AND/OR THE COO CONDUCTS THE EVALUATIONS OF MANAGEMENT OFFICIALS AND OTHER STAFF. IN ADDITION, THE BOARD REVIEWS AND EVALUATES THE COMPENSATION FOR EXECUTIVE COUNSEL ANNUALLY DURING EXECUTIVE SESSION, THE ANNUAL REVIEW IS PRESENTED BY THE EXECUTIVE DIRECTOR AND COO. FORM 990, PART VI, SECTION A, LINE 1 IN MARCH 2012, THE BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AS FOLLOWS: 1. EXECUTIVE DIRECTOR 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 TAX FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE EXECUTIVE DIRECTOR SIGNS THE RETURN AND PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 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. 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 AFC 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 501(C )3 RELATED ACTIVITIES PER A WEEKLY TIME ALLOCATION SCHEDULE. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. FORM 990, PART IX, LINE 11G STATE BASED CONSULTING: PROGRAM SERVICE EXPENSES 439,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 442,281. NATIONAL ADVISORS: PROGRAM SERVICE EXPENSES 139,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,037. DESIGN CONSULTANT: PROGRAM SERVICE EXPENSES 31,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16,066. TOTAL EXPENSES 47,460. PROFESSIONAL SERVICES - FILING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,140. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 211,038. MANAGEMENT AND GENERAL EXPENSES 5,195. FUNDRAISING EXPENSES 17,888. TOTAL EXPENSES 234,121. 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 441994 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 1815969 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 1342037 ACTUAL FIGURES