NAF: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NAF (EIN 13-3480246)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-03
- IRS object ID
- 201842769349300124
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-03T10:19:33-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133480246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAF | BusinessNameControlTxt |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA BERKOWITZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126352400 | PhoneNum |
| Signature | 2018-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2018-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONDEL HOYE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,908,134 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,788,855 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,383,576 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,970,744 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,578,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $318,898 | PYInvestmentIncomeAmt |
| CY Investment Income | $253,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$116,054 | PYOtherRevenueAmt |
| CY Other Revenue | -$131,102 | CYOtherRevenueAmt |
| PY Total Revenue | $11,962,443 | PYTotalRevenueAmt |
| CY Total Revenue | $23,084,494 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $317,159 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $536,843 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,907,756 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,184,608 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $211,938 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $185,391 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,228,585 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,535,841 | PYOtherExpensesAmt |
| CY Other Expenses | $9,159,946 | CYOtherExpensesAmt |
| PY Total Expenses | $15,972,694 | PYTotalExpensesAmt |
| CY Total Expenses | $19,066,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,010,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,017,706 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,507,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,483,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,199,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,185,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,307,311 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,297,826 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,678,879 | ExpenseAmt |
| Grant | $169,515 | GrantAmt |
| Revenue | $608,900 | RevenueAmt |
| Desc | THE ACADEMY OF FINANCE CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES AND PERSONAL FINANCE, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, GLOBAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. THE ACADEMY OF FINANCE CURRICULUM AND CERTIFICATION IS VALIDATED BY THE COUNCIL FOR ECONOMIC EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,766,837 | ExpenseAmt |
| Grant | $100,242 | GrantAmt |
| Revenue | $360,071 | RevenueAmt |
| Desc | THE ACADEMY OF INFORMATION TECHNOLOGY PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN PROGRAMMING, DATABASE ADMINISTRATION, WEB DESIGN AND ADMINISTRATION, DIGITAL NETWORKS, AND OTHER AREAS IN THE EXPANDING DIGITAL WORKPLACE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,294,450 | ExpenseAmt |
| Grant | $83,127 | GrantAmt |
| Revenue | $298,595 | RevenueAmt |
| Desc | THE ACADEMY OF ENGINEERING ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, AND PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,889,547 | $68,458 | $245,902 | THE ACADEMY OF HEALTH SCIENCES ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY, SUCH AS BIOTECHNOLOGY, GENETICS, NURSING, THERAPEUTICS, AND DIAGNOSTICS. |
| $2,856,815 | $115,501 | $1,065,316 | OTHER ACADEMIES - INCLUDING ACADEMY OF HOSPITALITY AND TOURISM (SPECIALIZING IN HOSPITALITY AND TOURISM). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,746,362 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $183,959 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,311,218 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,486,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA BERKOWITZ | PersonNm |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JONDEL HOYE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $719,271 | $0 | $80,663 | ||
| SANFORD I WEILL | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNEITH I CHENAULT | ||||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EUGENE A LUDWIG | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANJIV YAJNIK | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A BRILL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| URSULA M BURNS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE DOUGHTIE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DUGHI | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BENIOFF FRIEDMAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX GORSKY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HINSHAW | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| A KIRK LANTERMAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD MCGRAW III | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER MORGAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS PENNY III | ||||||||
| DIRECTOR FROM 9/13/17 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH J PLUMERI II | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC REED | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY RENFRO | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D ROBINSON III | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SCHWARTZ | ||||||||
| DIRECTOR UNTIL 02/16/17 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLI SCHWARTZ | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SIEGEL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A STANDISH | ||||||||
| DIRECTOR UNTIL 02/16/17 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID STEWARD | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M TUCCI | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD A WILLIAMS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYANNE BLOOMFIELD | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | Yes (X) | $248,109 | $0 | $53,472 | |||
| LISA DUGHI | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $260,663 | $0 | $34,068 | |||
| IRA BERKOWITZ | ||||||||
| CFO | 40.00 | Yes (X) | $223,424 | $0 | $65,262 | |||
| ANNE STANTON-MALONE | ||||||||
| CPO UNTIL 09/30/17 / ADVISOR | 40.00 | $248,960 | $0 | $45,753 | Yes (X) | |||
| ANDREW ROTHSTEIN | ||||||||
| EVP, SPECIAL PROJECTS | 40.00 | $227,149 | $0 | $47,084 | Yes (X) | |||
| BRENDA BARRY | ||||||||
| VP, CORPORATE ENGAGEMENT & RELATIONS | 40.00 | $176,265 | $0 | $56,355 | Yes (X) | |||
| HELEN BLANCH | ||||||||
| VP, NETWORK DEVELOPMENT & IMPLEMENTATION | 40.00 | $178,798 | $0 | $29,731 | Yes (X) | |||
| WILLIAM TAYLOR | ||||||||
| VP, COMMUNITY ENGAGEMENT & EXPANSION | 40.00 | $174,805 | $0 | $33,373 | Yes (X) | |||
| KATHERINE BLASIK | ||||||||
| VP, RESEARCH & EVALUATION | 40.00 | $175,362 | $0 | $26,860 | Yes (X) | |||
| COLLEEN DEVERY | ||||||||
| AVP, STRATEGIC ALIGNMENT | 40.00 | $142,226 | $0 | $47,852 | Yes (X) | |||
| PATRICIA BROWN | ||||||||
| AVP, CORPORATE RELATIONS | 40.00 | $135,171 | $0 | $26,985 | Yes (X) | |||
| IRENE LYNN | ||||||||
| CHIEF OF STAFF, INTERNAL AFFAIRS | 24.00 | $146,109 | $0 | $18,033 | Yes (X) | |||
| MICHAEL HENSON | ||||||||
| DIRECTOR, NAFTRACK | 40.00 | $134,189 | $0 | $18,543 | Yes (X) | |||
| KEARNEY STANIFORD | ||||||||
| CHIEF OF STAFF, EXTERNAL AFFAIRS | 24.00 | $146,109 | $0 | $14,175 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,336,610 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $598,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMMB INC | |||||
| 3050 K STREET NW SUITE 100 | WASHINGTON | DC | 20007 | MARKETING CONSULTING | $1,022,302 |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||
| 525 WEST 120 STREET MAILBOX 174 | NEW YORK | NY | 10027 | RESEARCH CONSULTING | $200,000 |
| VISIONLINK CORPORATION | |||||
| 3101 IRIS AVENUE SUITE 240 | BOULDER | CO | 80301 | IT DEVELOPMENT | $196,060 |
| PEACE CONSULTING GROUP | |||||
| 4332 ALDERNY PL | HIGH POINT | NC | 27265 | ACADEMY TECHNICAL ASSISTANCE CONSULTING | $146,723 |
| THE BRIDGESPAN GROUP INC | |||||
| 535 BOYLSTON STREET 10TH FLOOR | BOSTON | MA | 02116 | STRATEGY CONSULTING | $120,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,396,350 | FundraisingAmt |
| All Other Contributions | $18,987,226 | AllOtherContributionsAmt |
| Noncash Contributions | $1,726,580 | NoncashContributionsAmt |
| Total Contributions | $20,383,576 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $1,180,213 | $1,180,213 |
| SCHOOL DISTRICT CONTRACTS | 541900 | $705,035 | $705,035 |
| CONFERENCE REGISTRATION FEES | 541900 | $693,536 | $693,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,578,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,182 | TotalRevenueColumnAmt |
| Exclusion | $271,182 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,604,310 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,622,256 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,946 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,946 | TotalRevenueColumnAmt |
| Exclusion | -$17,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,222 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,396,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $201,384 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$149,162 | TotalRevenueColumnAmt |
| Exclusion | -$149,162 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $9,550 | $9,550 |
| CURRICULUM PROJECTS | 611710 | $8,510 | $8,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,060 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,084,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,578,784 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $122,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,393 | TotalAmt |
| Program Services | $268,393 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,450 | TotalAmt |
| Program Services | $268,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,105,428 | TotalAmt |
| Program Services | $2,060,443 | ProgramServicesAmt |
| Management And General | $663,410 | ManagementAndGeneralAmt |
| Fundraising | $381,575 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,619,510 | TotalAmt |
| Program Services | $3,184,127 | ProgramServicesAmt |
| Management And General | $1,086,177 | ManagementAndGeneralAmt |
| Fundraising | $349,206 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,383 | TotalAmt |
| Program Services | $273,556 | ProgramServicesAmt |
| Management And General | $90,282 | ManagementAndGeneralAmt |
| Fundraising | $36,545 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,200 | TotalAmt |
| Program Services | $414,163 | ProgramServicesAmt |
| Management And General | $131,834 | ManagementAndGeneralAmt |
| Fundraising | $36,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,087 | TotalAmt |
| Program Services | $325,031 | ProgramServicesAmt |
| Management And General | $108,030 | ManagementAndGeneralAmt |
| Fundraising | $44,026 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,761 | TotalAmt |
| Management And General | $87,761 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,391 | TotalAmt |
| Fundraising | $185,391 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,469,486 | TotalAmt |
| Program Services | $2,039,416 | ProgramServicesAmt |
| Management And General | $424,493 | ManagementAndGeneralAmt |
| Fundraising | $5,577 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,214 | TotalAmt |
| Program Services | $1,140,171 | ProgramServicesAmt |
| Management And General | $285,043 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,411 | TotalAmt |
| Program Services | $307,855 | ProgramServicesAmt |
| Management And General | $83,718 | ManagementAndGeneralAmt |
| Fundraising | $38,838 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,399 | TotalAmt |
| Program Services | $34,484 | ProgramServicesAmt |
| Management And General | $12,921 | ManagementAndGeneralAmt |
| Fundraising | $5,994 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,075 | TotalAmt |
| Program Services | $326,165 | ProgramServicesAmt |
| Management And General | $122,214 | ManagementAndGeneralAmt |
| Fundraising | $56,696 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,425 | TotalAmt |
| Program Services | $882,090 | ProgramServicesAmt |
| Management And General | $104,829 | ManagementAndGeneralAmt |
| Fundraising | $18,506 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,904,208 | TotalAmt |
| Program Services | $1,904,208 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,820 | TotalAmt |
| Program Services | $586,252 | ProgramServicesAmt |
| Management And General | $27,029 | ManagementAndGeneralAmt |
| Fundraising | $12,539 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF PROFESSIONAL DEVE | $210,545 | $135,965 | $50,946 | $23,634 |
| CURRICULUM AND ASSESSME | $140,964 | $140,964 | ||
| DUES AND SUBSCRIPTIONS | $93,065 | $60,099 | $22,519 | $10,447 |
| BAD DEBT EXPENSES | $82,280 | $53,134 | $19,909 | $9,237 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,293 | TotalAmt |
| Program Services | $81,562 | ProgramServicesAmt |
| Management And General | $30,560 | ManagementAndGeneralAmt |
| Fundraising | $14,171 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,066,788 | TotalAmt |
| Program Services | $14,486,528 | ProgramServicesAmt |
| Management And General | $3,351,675 | ManagementAndGeneralAmt |
| Fundraising | $1,228,585 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,101 | BOYAmt |
| EOY | $1,173,006 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,855,362 | BOYAmt |
| EOY | $9,656,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,897 | BOYAmt |
| EOY | $931,532 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,069 | BOYAmt |
| EOY | $447,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,624,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,335,178 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796,616 | BOYAmt |
| EOY | $2,289,550 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,785,171 | BOYAmt |
| EOY | $8,792,470 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,078 | BOYAmt |
| EOY | $192,979 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,507,294 | BOYAmt |
| EOY | $23,483,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,803 | BOYAmt |
| EOY | $1,663,411 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,869 | BOYAmt |
| EOY | $609,203 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,085 | BOYAmt |
| EOY | $21,085 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,226 | BOYAmt |
| EOY | $891,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,199,983 | BOYAmt |
| EOY | $3,185,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,932,676 | BOYAmt |
| EOY | $4,388,026 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,844,635 | BOYAmt |
| EOY | $15,379,800 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,000 | BOYAmt |
| EOY | $530,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,307,311 | BOYAmt |
| EOY | $20,297,826 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,507,294 | BOYAmt |
| EOY | $23,483,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,017,706 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,191 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,834,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,118,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,062,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,383,576 | CurrentTaxYearAmt |
| Total | $68,187,737 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,834,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,118,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,062,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,383,576 | CurrentTaxYearAmt |
| Total | $68,187,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,241,228 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,946,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271,182 | CurrentTaxYearAmt |
| Total | $898,784 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,060 | CurrentTaxYearAmt |
| Total | $71,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,157,676 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,589,473 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CURRICULUM PROJECTS - 2014 AMOUNT: $ 20,000. 2017 AMOUNT: $ 8,510. TALENT DEVELOPMENT - 2014 AMOUNT: $ 6,000. SPEAKING ENGAGEMENTS - 2014 AMOUNT: $ 2,291. OTHER INCOME - 2013 AMOUNT: $ 13,345. 2015 AMOUNT: $ 3,500. 2016 AMOUNT: $ 7,959. 2017 AMOUNT: $ 9,550. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $628,657 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,000 | OtherExpendituresAmt |
| End Year Balance | $634,404 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $626,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,500 | OtherExpendituresAmt |
| End Year Balance | $628,657 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $679,585 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,500 | OtherExpendituresAmt |
| End Year Balance | $626,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $683,420 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $82,665 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,500 | OtherExpendituresAmt |
| End Year Balance | $679,585 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $583,998 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $140,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,500 | OtherExpendituresAmt |
| End Year Balance | $683,420 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16460 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,159 | DepreciationAmt |
| Book Value | $46,338 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $594,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $418,678 | DepreciationAmt |
| Book Value | $176,108 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,822,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,755,341 | DepreciationAmt |
| Book Value | $2,067,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,289,550 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $143,976 |
| REFUNDABLE ADVANCE | $748,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $891,978 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,519,085 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$27,191 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $260,398 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $201,384 | OtherRevenueAmt |
| Revenue Not Reported | $434,591 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,084,494 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,084,494 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,528,570 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $260,398 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $201,384 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $461,782 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,066,788 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,066,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | NAF HOLDS FUNDS FOR SEVERAL ACADEMIES THAT PARTICIPATE IN ITS EDUCATIONAL PROGRAMS, TO BE USED FOR RELATED ACTIVITIES. |
| PART V, LINE 4: | THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. PRESENTLY, THE ANNUAL SCHOLARSHIP LIMIT IS $1,500. |
| PART X, LINE 2: | NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT NAF HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. NAF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF SPECIAL EVENT REPORTED ON FORM 990, PART VIII, LINE 8 201,384. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF SPECIAL EVENT REPORTED ON FORM 990, PART VIII, LINE 8 201,384. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DS CONSULTING GROUP | ||||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | SPECIAL FUNDRAISING EVENT | Yes (1) | $1,448,572 | $58,954 | $1,389,618 |
| COMMUNITY COUNSELING SERVICE LLC | ||||||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | CAPITAL CAMPAIGN SERVICES | 0 | $0 | $101,500 | -$101,500 |
| ELINORE ANTELL | ||||||||
| 345 SOUTH END AVENUE 5B | NEW YORK | NY | 10280 | CONSULTING SERVICES & PREPARATION OF PROPOSALS AND REPORTS | 0 | $0 | $24,937 | -$24,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,448,572 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $185,391 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,263,181 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,448,572 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,396,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,222 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $155,180 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $8,023 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,181 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,448,572 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,396,350 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,222 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $155,180 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $8,023 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,181 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $201,384 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$149,162 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DS CONSULTING GROUP, LLC'S AGREED FEE, INCLUSIVE OF ALL PERSONNEL, FOR THE BENEFIT WILL BE $55,000. NAF WILL BE BILLED DIRECTLY BY VENDORS AND SUPPLIERS FOR LETTERSHOP AND POSTAGE COSTS AND BY DSCG FOR IN-HOUSE WORD PROCESSING, POSTAGE AND MAILINGS. ADDITIONALLY, EXPENSES SUCH AS REASONABLE LOCAL TRAVEL, TELEPHONES, FAXES, PHOTOCOPIES AND MESSENGER SERVICES ("OUT OF POCKET EXPENSES") WILL BE BILLED DIRECTLY TO NAF BY DS CONSULTING GROUP, LLC NOT TO EXCEED $5,000. NO ADDITIONAL EXPENSES WILL BE INCURRED WITHOUT THE PRIOR KNOWLEDGE AND WRITTEN APPROVAL OF NAF. THE FEE FOR GRANTWRITER SERVICE FOR THE MONTHS OF FEBRUARY TO AUGUST IS $13,000/MONTH, PAYABLE ON THE 15TH DAY OF THE MONTH. ELINORE ANTELL WILL CHARGE $750 PER DAY FOR THESE SERVICES, CALCULATED ON THE BASIS OF A 7.5-HOUR DAY ($100 PER HOUR). WORK LESS THAN ONE DAY WILL BE PRO-RATED ACCORDINGLY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JENNINGS SCHOOL DISTRICT | ||||||||
| 2559 DORWOOD DRIVE | JENNINGS | MO | 63136 | 436001840 | SCHOOL DIST./GVT. | $42,500 | NAF SUPPORT 2016-17 | |
| GLOBAL INTITIATIVES | ||||||||
| PO BOX 115 | LANDENBERG | PA | 19350 | 161501127 | 501(C)(3) | $25,000 | SUPPORT FOR WRITING COMPETITION 2017 | |
| THURGOOD MARSHALL COLLEGE FUND | ||||||||
| 901 F STREET NW SUITE 300 | WASHINGTON | DC | 20004 | 411750692 | 501(C)(3) | $19,500 | SCHOLARSHIPS | |
| DALLAS INDEPENDENT SCHOOL DISTRICT | ||||||||
| 3700 ROSS AVENUE | DALLAS | TX | 752045491 | 756001278 | SCHOOL DIST./GVT. | $18,450 | PROGRAM GRANTS | |
| DETROIT PUBLIC SCHOOLS FUNDATION | ||||||||
| FISHER BUILDING SUITE 1004 3011 | DETROIT | MI | 48202 | 300135450 | 501(C)(3) | $15,000 | PROGRAM GRANTS | WEST GRAND BLVD |
| MECA FOR MIAMI DADE SCHOOL DISTRICT | ||||||||
| 1450 NE 2ND AVE ROOM 912 | MIAMI | FL | 33132 | 596000572 | SCHOOL DIST./GVT. | $15,000 | DISTINGUISHED ACADEMY AWARD | |
| OLYMPIC HS FOUNDATION | ||||||||
| 16105 LANGSTON DRIVE | CHARLOTTE | NC | 28278 | 462687879 | 501(C)(3) | $12,500 | SCHOLARSHIPS AND DISTINGUISHED ACADEMY AWARD | |
| CHARLOTTE-MECKLENBURG BOARD OF EDUCATION | ||||||||
| PO BOX 30035 | CHARLOTTE | NC | 28230 | 566001074 | SCHOOL DIST./GVT. | $10,000 | AWARDS | |
| WOODROW WILSON HS COMMUNITY FOUNDATION | ||||||||
| PO BOX 140062 | DALLAS | TX | 75214 | 270208297 | 501(C)(3) | $10,000 | AWARDS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PROVISION OF EDUCATIONAL SUPPLIES | GrantTypeTxt |
| Recipient | 700 | RecipientCnt |
| Non Cash Assistance | $268,450 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | 700 TABLETS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NAF DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS AND PROGRAM ALUMNI. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN OR ALUMNI OF AN ACADEMY. PROGRAM GRANTS ARE AWARDED BASED ON A COMPETITIVE PROCESS OR ACCORDING TO DONOR SPECIFICATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONDEL HOYE | ||||||||||||||
| PRESIDENT | $518,083 | $0 | $200,000 | $0 | $1,188 | $0 | $55,800 | $0 | $24,863 | $0 | $799,934 | $0 | $0 | $0 |
| MARYANNE BLOOMFIELD | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $240,835 | $0 | $6,500 | $0 | $774 | $0 | $19,033 | $0 | $34,439 | $0 | $301,581 | $0 | $0 | $0 |
| LISA DUGHI | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $243,001 | $0 | $17,500 | $0 | $162 | $0 | $22,056 | $0 | $12,012 | $0 | $294,731 | $0 | $0 | $0 |
| IRA BERKOWITZ | ||||||||||||||
| CFO | $206,650 | $0 | $16,000 | $0 | $774 | $0 | $32,152 | $0 | $33,110 | $0 | $288,686 | $0 | $0 | $0 |
| ANNE STANTON-MALONE | ||||||||||||||
| CPO UNTIL 09/30/17 / ADVISOR | $206,379 | $0 | $2,000 | $0 | $40,581 | $0 | $17,640 | $0 | $28,113 | $0 | $294,713 | $0 | $0 | $0 |
| ANDREW ROTHSTEIN | ||||||||||||||
| EVP, SPECIAL PROJECTS | $209,461 | $0 | $16,500 | $0 | $1,188 | $0 | $31,856 | $0 | $15,228 | $0 | $274,233 | $0 | $0 | $0 |
| BRENDA BARRY | ||||||||||||||
| VP, CORPORATE ENGAGEMENT & RELATIONS | $158,461 | $0 | $17,500 | $0 | $304 | $0 | $23,025 | $0 | $33,330 | $0 | $232,620 | $0 | $0 | $0 |
| HELEN BLANCH | ||||||||||||||
| VP, NETWORK DEVELOPMENT & IMPLEMENTA | $160,730 | $0 | $17,500 | $0 | $568 | $0 | $18,280 | $0 | $11,451 | $0 | $208,529 | $0 | $0 | $0 |
| WILLIAM TAYLOR | ||||||||||||||
| VP, COMMUNITY ENGAGEMENT & EXPANSION | $157,607 | $0 | $17,000 | $0 | $198 | $0 | $19,490 | $0 | $13,883 | $0 | $208,178 | $0 | $0 | $0 |
| KATHERINE BLASIK | ||||||||||||||
| VP, RESEARCH & EVALUATION | $156,991 | $0 | $17,500 | $0 | $871 | $0 | $23,031 | $0 | $3,829 | $0 | $202,222 | $0 | $0 | $0 |
| COLLEEN DEVERY | ||||||||||||||
| AVP, STRATEGIC ALIGNMENT | $125,125 | $0 | $17,000 | $0 | $101 | $0 | $14,846 | $0 | $33,006 | $0 | $190,078 | $0 | $0 | $0 |
| PATRICIA BROWN | ||||||||||||||
| AVP, CORPORATE RELATIONS | $128,748 | $0 | $6,000 | $0 | $423 | $0 | $14,559 | $0 | $12,426 | $0 | $162,156 | $0 | $0 | $0 |
| IRENE LYNN | ||||||||||||||
| CHIEF OF STAFF, INTERNAL AFFAIRS | $128,609 | $0 | $17,500 | $0 | $0 | $0 | $18,033 | $0 | $0 | $0 | $164,142 | $0 | $0 | $0 |
| MICHAEL HENSON | ||||||||||||||
| DIRECTOR, NAFTRACK | $128,000 | $0 | $5,000 | $0 | $1,189 | $0 | $17,936 | $0 | $607 | $0 | $152,732 | $0 | $0 | $0 |
| KEARNEY STANIFORD | ||||||||||||||
| CHIEF OF STAFF, EXTERNAL AFFAIRS | $128,609 | $0 | $17,500 | $0 | $0 | $0 | $14,175 | $0 | $0 | $0 | $160,284 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | THE CHIEF PROGRAM OFFICER ANNE STANTON-MALONE RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $40,000 IN 2017. |
| PART I, LINE 7 | BONUSES WERE PAID BASED ON THE PERFORMANCE OF THE INDIVIDUALS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUALS' 2017 FORM W-2S, AND INCLUDED ON SCHEDULE J, PART II IN COLUMN B (II). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,655,229 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART 1, COLUMN (B) OF SCHEDULE M. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE BOARD MEMBER ROBERT DUGHI AND THE OFFICER LISA DUGHI HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING YEAR 2017, NAF CHANGED ITS BYLAWS AS FOLLOWS: 1. CHANGES IN COMPOSITION OF THE GOVERNING BODY'S VOTING MEMBERS, AND THE PROCESS FOR FORMING BOARD COMMITTEES WAS SIMPLIFIED BUT THE SCOPE OF ISSUES THAT THE BOARD MAY DELEGATE TO SUCH COMMITTEES WAS FURTHER RESTRICTED 2. CHANGE THE DEFINITION OF INDEPENDENT DIRECTORS; BROADENING THE DEFINITION OF KEY PERSON: THE REVISED DEFINITION OF "INDEPENDENT DIRECTOR" MAKES IT EASIER FOR DIRECTORS TO QUALIFY AS INDEPENDENT AND THEREFORE IT IS EASIER TO POPULATE THE BOARD'S AUDIT COMMITTEE. THE DEFINED TERM "KEY EMPLOYEE" WAS CHANGED TO "KEY PERSON AND SLIGHTLY BROADENED. NOTE THAT "KEY PERSON" IS PART OF THE DEFINITION OF "INDEPENDENT DIRECTOR AND "KEY PERSONS" ARE ALSO REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT FORM (IN ADDITION TO DIRECTORS AND OFFICERS) |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH NATIONAL ACADEMY FOUNDATION STAFF MEMBERS. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT, AS WELL AS THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. THE FINAL VERSION OF THE ORGANIZATION'S FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS BEFORE SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | NAF HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE STAFF LETTERS ARE REVIEWED AND MAINTAINED BY THE CFO. THE BOARD LETTERS ARE REVIEWED BY THE CEO AND CHAIRMAN OF THE BOARD. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. MINUTES OF THE MEETINGS OF THE AUDIT COMMITTEE WILL RECORD THE NAMES OF THE INTERESTED PERSON, NATURE OF THE CONFLICT OF INTERESTS, AND THE FINAL DECISIONS MADE REGARDING THE CONFLICT OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2013. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAFS RECORDS. A COMPENSATION COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE CEO, AS WELL AS ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | NAF MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE; THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT 218 WEST 40TH STREET, 5TH FLOOR, NEW YORK, NY 10018. |
| FORM 990, PART IX, LINE 11G | MARKETING/COMMUNICATIONS CONSULTING FEES: PROGRAM SERVICE EXPENSES 725,537. MANAGEMENT AND GENERAL EXPENSES 151,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 876,553. RESEARCH CONSULTING FEES: PROGRAM SERVICE EXPENSES 291,036. MANAGEMENT AND GENERAL EXPENSES 60,578. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,614. ACADEMY TECHNICAL ASSISTANCE CONSULTING: PROGRAM SERVICE EXPENSES 317,358. MANAGEMENT AND GENERAL EXPENSES 66,056. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 383,414. NAFTRACK FEES: PROGRAM SERVICE EXPENSES 208,060. MANAGEMENT AND GENERAL EXPENSES 43,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 251,367. PROGRAM SERVICE CONSULTING FEES: PROGRAM SERVICE EXPENSES 153,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,394. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 142,644. MANAGEMENT AND GENERAL EXPENSES 61,619. FUNDRAISING EXPENSES 5,577. TOTAL EXPENSES 209,840. PROFESSIONAL SERVICE FEE: PROGRAM SERVICE EXPENSES 201,387. MANAGEMENT AND GENERAL EXPENSES 41,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,304. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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