2018-06-06T08:18:39-05:00 2017-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 JODI GRANT EXECUTIVE DIRECTOR 2023472030 2018-06-06 1 3019519090 2017 2022-09-23 18:48:47Z X JODI GRANT 1101 14TH STREET NW NO 700 WASHINGTON DC 20005 5629967 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 15 15 27 15 0 0 4640511 5454851 0 0 52503 124833 793 25161 4693807 5604845 176500 270000 0 0 2091224 2129990 0 0 153983 2461253 3155140 4728977 5555130 -35170 49715 7360573 9701985 410038 2517994 6950535 7183991 X TO ENGAGE PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN QUALITY AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. 0 0 3185756 189485 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. 882443 80515 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 548441 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. 149212 AMBASSADORS 141689 LOBBYING 124854 CHALLENGE 39044 FISCAL SPONSORSHIP: IN OCTOBER 2014, THE AFTERSCHOOL ALLIANCE ENTERED A FISCAL SPONSORSHIP AGREEMENT WITH THE NATIONAL GIRLS COLLABORATIVE PROJECT (NGCP) IN ORDER TO SUPPORT THE NEWLY FORMED NONPROFIT ORGANIZATION DURING ITS ESTABLISHMENT PERIOD. NGCP IS COMMITTED TO INFORMING AND ENCOURAGING GIRLS TO PURSUE CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS. 454799 5071439 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 32 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 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 BARRY FORD SECRETARY 1.00 X X 0 0 0 REINALDO LLANO TREASURER 1.00 X X 0 0 0 JAEMIE BALLESTEROS ALTMAN DIRECTOR 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 TIM HWANG DIRECTOR 1.00 X 0 0 0 KARL DEAN DIRECTOR 1.00 X 0 0 0 LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 BONNIE REISS DIRECTOR 1.00 X 0 0 0 JEAN MARGARET SMITH 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 267561 0 22810 IRINA ZABELLO VP FINANCE & ADMIN 40.00 X 95193 0 2803 JENNIFER RINEHART SR VP POLICY & RESEARCH 32.00 X 153596 0 4440 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 35.00 X 163632 0 4858 ERIK PETERSON VP POLICY 40.00 X 127943 0 17381 807925 0 52292 4 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS 576107 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND CA 94807 STATE AND NAT'L COALITION BLDG. 245536 PR SOLUTIONS INC 1156 15TH STREET NW SUITE 605 WASHINGTON DC 20005 MEDIA SERVICES 183150 WASHINGTON PARTNERS LLC 777 SIXTH STREET NW WASHINGTON DC 20001 CONSULTING/LOBBYING 137950 4 7770 281860 5165221 5454851 67719 67719 107 107 82027 209 25122 0 56905 209 57114 57114 MISCELLANEOUS 900099 25054 25054 25054 5604845 0 0 149994 X 270000 270000 388367 348478 33102 6787 1486795 1223628 166172 96995 28136 21505 4712 1919 96048 75087 15232 5729 130644 104573 18979 7092 8543 4586 3622 335 39547 33122 4258 2167 49750 49750 1531881 1530750 140 991 20003 19733 270 191514 158156 26600 6758 115157 108721 3985 2451 208902 173875 22879 12148 113119 111772 207 1140 189636 180727 3468 5441 16004 13583 1628 793 6708 5655 680 373 STIPENDS AND AWARDS 379187 379187 PROGRAM FIELD FUNDS 242762 242762 EQUIPMENT 23939 4024 19644 271 DUES AND SUBSCRIPTIONS 13993 10908 2635 450 4495 857 1495 2143 5555130 5071439 329708 153983 141493 277683 4539072 4224638 359498 622020 173482 125564 50870 42997 140020 55153 28496 84867 1901694 2105220 165968 2218996 7360573 9701985 247784 221483 162254 2296511 410038 2517994 X 3081159 3210688 2398382 2502309 1470994 1470994 6950535 7183991 7360573 9701985 49715 183741 0 X 0 1 X 1 0 X 3838405 2614352 5252597 4640511 5454851 21800716 3838405 2614352 5252597 4640511 5454851 21800716 12100504 9700212 55070 50958 56457 52437 67826 282748 652 6026 4813 793 25054 37338 22120802 0.43850 0.45630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86646 55044 141690 5413440 5555130 427757 106939 0 0 312858 394266 386449 427757 1521330 2281995 100314 116619 95357 141690 453980 78215 98567 96612 106939 380333 570500 44064 52411 37160 86646 220281 1758959 262710 71712 1949957 1683606 130581 55228 1758959 1760795 -687 76502 1683606 1730163 124972 94340 1760795 1532896 272556 75289 1730163 0.00000 0.75440 0.24560 0 0 27703 774 26929 18697 7757 10940 93620 46622 46998 84867 DEFERRED COMPENSATION 190214 DEPOSITS 16872 RIGHT-OF-USE ASSET 2011910 2218996 CAPITAL LEASE 10076 DEFERRED COMPENSATION OBLIGATION 190214 OPERATING LEASE OBLIGATION 2075780 DEFERRED RENT 20441 2296511 X 5788586 183741 183741 5604845 0 5604845 5555130 0 5555130 0 5555130 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, 2017 AND 2016, 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 THE UNITED WAYS OF TENNESSEE 209 GOTHIC COURT SUITE 107 FRANKLIN TN 37067 621773407 501(C)(3) 50000 EDUCATIONAL OUTREACH GRANT AND GRANT FROM OVERDECK PROJECT FUND FOR EDUCATIONAL EXCELLENCE INC 800 NORTH CHARLES STREET SUITE 400 BALTIMORE MD 21201 521129402 501(C)(3) 40000 EDUCATIONAL OUTREACH GRANT UNIVERSITY OF KS CENTER FOR RESEARCH 2385 IRVING HILL ROAD LAWRENCE KS 66045 480680117 501(C)(3) 40000 EDUCATIONAL OUTREACH GRANT CURATORS OF THE UNIVERSITY OF MISSOURI 118 UNIVERSITY HALL COLUMBIA MO 65211 436003859 501(C)(3) 40000 EDUCATIONAL OUTREACH GRANT EXPLORA SCIENCE CENTER & CHILDREN'S MUSEUM 1701 MOUNTAIN RD NW ALBUQUERQUE NM 87104 850442062 501(C)(3) 20000 GRANT FROM OVERDECK PROJECT SCHOOL'S OUT WASHINGTON 801 23RD AVE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 20000 GRANT FROM OVERDECK PROJECT OREGON AEYC PO BOX 3 WILSONVILLE OR 97070 237088803 501(C)(3) 10000 GRANT FROM OVERDECK PROJECT CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 10000 GRANT FROM OVERDECK PROJECT IOWA CHILDREN'S MUSEUM 1451 CORAL RIDGE AVE CORAVILLE IA 52241 421461422 501(C)(3) 10000 GRANT FROM OVERDECK PROJECT UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 10000 GRANT FROM OVERDECK PROJECT VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE DUPONT HALL 309 309 COLCHESTER VT 05446 320399970 501(C)(3) 10000 GRANT FROM OVERDECK PROJECT COLUMBUS STATE COMUNITY COLLEGE 550 EAT SPRING STREET COLUMBUS OH 43215 310729591 501(C)(3) 10000 DOLLAR GEN AWARD WINNER 12 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 242941 0 24620 0 0 0 7800 0 15010 0 290371 0 0 0 JENNIFER RINEHART SR VP POLICY & RESEARCH 143596 0 10000 0 0 0 4440 0 0 0 158036 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 153632 0 10000 0 0 0 4858 0 0 0 168490 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $24,620 IRINA ZABELLO $ 4,500 JENNIFER RINEHART $10,000 URSULA HELMINSKI $10,000 ERIK PETERSON $ 7,500 FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION MADE REVISIONS TO THE FOLLOWING SECTION IN ITS BYLAWS: FORMER BOARD MEMBERS WHO WISH TO REMAIN ACTIVELY INVOLVED IN THE AFTERSCHOOL ALLIANCE WITHOUT THE COMMITMENT OF CONTINUING ON THE BOARD CAN REMAIN INVOLVED AS A DIRECTOR EMERITUS. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION, FOLLOWED BY A VOTE OF THE EXECUTIVE COMMITTEE, TO OFFER EMERITUS STATUS TO A CURRENT OR FORMER BOARD MEMBER. THE EMERITUS TERM WILL LAST THREE YEARS AND CAN BE RENEWED. A DIRECT EMERITUS CAN BE REMOVED BY A VOTE OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE; CAN SERVE AS AN ADVISORY MEMBER, NON-VOTING ON A BOARD COMMITTEE OR COMMITTEES; AND IS INVITED TO BUT NOT EXPECTED TO ATTEND BOARD MEETINGS. 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 2017 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 199,372. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,372. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 142,717. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,717. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 783,723. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 917. TOTAL EXPENSES 784,640. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 404,938. MANAGEMENT AND GENERAL EXPENSES 140. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 405,152.