SOUTHERN EDUCATION FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN EDUCATION FOUNDATION INC (EIN 13-5562388)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-31
- IRS object ID
- 201820319349301707
- Schema version
- 2016v3.1
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-31T15:45:12-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Disaster Relief | HURRICANE IRMA | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TROY D JOHNSON | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4045230001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW Suite 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY JOHNSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4045230001 | PhoneNum |
| Signature | 2018-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC AZAR | PreparerPersonNm |
| PTIN | P91739349 | PTIN |
| Phone | 4048746244 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.58.246.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 67983820180315000032 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC72E9DAD08D5C00AF6E7F09DEF1C7DCB312DFA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4AD22B8ABF0B46F7581053B55C3B468FF9EAA4F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | RAYMOND PIERCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW STE 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,203,330 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.southerneducation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE FOR DISADVANTAGED RESIDENTS IN THE SOUTHERN UNITED STATES BY PROMOTING EQUITY AND EXCELLENCE IN EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,696,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $693,538 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $672,846 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,503,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,178 | PYOtherRevenueAmt |
| CY Other Revenue | $20,000 | CYOtherRevenueAmt |
| PY Total Revenue | $7,370,024 | PYTotalRevenueAmt |
| CY Total Revenue | $4,216,724 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $677,688 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $84,891 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,660,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,977,643 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $52,496 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $124,878 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $758,902 | PYOtherExpensesAmt |
| CY Other Expenses | $687,245 | CYOtherExpensesAmt |
| PY Total Expenses | $3,097,101 | PYTotalExpensesAmt |
| CY Total Expenses | $2,802,275 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,272,923 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,414,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,399,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,921,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $145,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,403 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,253,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,874,043 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1867 AS THE GEORGE PEABODY EDUCATION FUND, THE SOUTHERN EDUCATION FOUNDATIONS MISSION IS TO ADVANCE EQUITY AND EXCELLENCE IN EDUCATION FOR ALL STUDENTS IN THE SOUTH, PARTICULARLY LOW INCOME STUDENTS AND STUDENTS OF COLOR. SEF USES COLLABORATION, ADVOCACY, AND RESEARCH TO IMPROVE OUTCOMES FROM EARLY CHILDHOOD TO ADULTHOOD. OUR CORE BELIEF IS THAT EDUCATION IS THE VEHICLE BY WHICH ALL STUDENTS GET FAIR CHANCES TO DEVELOP THEIR TALENTS AND CONTRIBUTE TO THE COMMON GOOD. SEF strives to fulfill its mission through the following core program areas: expanding early learning opportunities, advancing public education and improving college access and completion. SEF executes five primary strategies across our programs: 1) Leveraging knowledge of the field: by establishing and operating task forces, work groups, and learning communities to organize knowledge and advance new solutions to long standing problems; 2) Putting good ideas to a fair test: promoting, conducting, and using demon | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,939,428 | ExpenseAmt |
| Grant | $84,891 | GrantAmt |
| Desc | For a summary of our strategies, activities and accomplishments in 2015 follows for each program area, please see continuation on Schedule O. | Desc |
| Total Program Service Expenses | $1,939,428 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY D JOHNSON | PersonNm |
| Phone | 4045230001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MARIETTA ST NW STE 1650 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| FRED FRELOW | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ESTHER AGUILERA | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR ALICE BROWN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR SUSAN JOHNSTON | |||||||
| CHAIR, TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DICK MOLPUS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR WARREN SIMMONS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL NETTLES | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LISA HAMILTON | |||||||
| SECRETARY, TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MILTON LITTLE | |||||||
| TREASURER, TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TROY D JOHNSON | |||||||
| CFO/COO | 50.0 | 0.0 | $156,760 | $0 | $29,580 | Yes (X) | |
| DR CYRIL K MCGUIRE | |||||||
| CEO | 50.0 | 0.0 | $285,000 | $0 | $48,066 | Yes (X) | |
| DR LEAH AUSTIN | |||||||
| VICE PRESIDENT | 50.0 | 0.0 | $139,917 | $0 | $5,337 | Yes (X) | |
| TOMEKA HART | |||||||
| VICE PRESIDENT | 50.0 | 0.0 | $70,208 | $0 | $13,496 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $651,885 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEARNING POLICY INSTITUTE | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 PAGE MILL RD STE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH | ServicesDesc |
| Compensation | $300,291 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $693,538 | AllOtherContributionsAmt |
| Total Contributions | $693,538 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,208 | TotalRevenueColumnAmt |
| Exclusion | $487,208 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,002,584 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,986,606 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,015,978 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,015,978 | TotalRevenueColumnAmt |
| Exclusion | $3,015,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,000 | TotalRevenueColumnAmt |
| Exclusion | $20,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,216,724 | TotalRevenueColumnAmt |
| Exclusion | $3,523,186 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,891 | TotalAmt |
| Program Services | $84,891 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,609 | TotalAmt |
| Program Services | $593,763 | ProgramServicesAmt |
| Management And General | $134,135 | ManagementAndGeneralAmt |
| Fundraising | $25,711 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,043 | TotalAmt |
| Program Services | $834,374 | ProgramServicesAmt |
| Management And General | $175,144 | ManagementAndGeneralAmt |
| Fundraising | $32,525 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,975 | TotalAmt |
| Program Services | $25,447 | ProgramServicesAmt |
| Management And General | $10,219 | ManagementAndGeneralAmt |
| Fundraising | $2,309 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,343 | TotalAmt |
| Program Services | $48,317 | ProgramServicesAmt |
| Management And General | $10,142 | ManagementAndGeneralAmt |
| Fundraising | $1,884 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,673 | TotalAmt |
| Program Services | $59,031 | ProgramServicesAmt |
| Management And General | $22,062 | ManagementAndGeneralAmt |
| Fundraising | $2,580 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,191 | TotalAmt |
| Management And General | $4,191 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,013 | TotalAmt |
| Management And General | $15,013 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,496 | TotalAmt |
| Fundraising | $52,496 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,391 | TotalAmt |
| Management And General | $88,391 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,635 | TotalAmt |
| Program Services | $4,607 | ProgramServicesAmt |
| Management And General | $76,028 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,840 | TotalAmt |
| Program Services | $25,305 | ProgramServicesAmt |
| Management And General | $15,535 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,967 | TotalAmt |
| Program Services | $58,912 | ProgramServicesAmt |
| Management And General | $56,160 | ManagementAndGeneralAmt |
| Fundraising | $3,895 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,257 | TotalAmt |
| Management And General | $5,257 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,791 | TotalAmt |
| Program Services | $117,376 | ProgramServicesAmt |
| Management And General | $54,415 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,673 | TotalAmt |
| Program Services | $27,263 | ProgramServicesAmt |
| Management And General | $6,410 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,076 | TotalAmt |
| Program Services | $38,279 | ProgramServicesAmt |
| Management And General | $9,325 | ManagementAndGeneralAmt |
| Fundraising | $1,472 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,287 | TotalAmt |
| Program Services | $14,287 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GIFTS & DONATIONS | $3,146 | $1,859 | $1,287 | |
| DUES & SUBSCRIPTIONS | $15,128 | $1,554 | $11,568 | $2,006 |
| PROGRAM SUPPLIES | $4,330 | $4,140 | $190 | |
| HONORARIA | $2,250 | $2,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,270 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
| Management And General | $3,247 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,802,275 | TotalAmt |
| Program Services | $1,939,428 | ProgramServicesAmt |
| Management And General | $737,969 | ManagementAndGeneralAmt |
| Fundraising | $124,878 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,425 | BOYAmt |
| EOY | $2,966,754 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,132,231 | BOYAmt |
| EOY | $2,304,220 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,249 | BOYAmt |
| EOY | $13,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,457,886 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,283,424 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,538 | BOYAmt |
| EOY | $174,462 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,268,864 | BOYAmt |
| EOY | $20,460,162 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,780 | BOYAmt |
| EOY | $2,780 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,399,087 | BOYAmt |
| EOY | $25,921,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,866 | BOYAmt |
| EOY | $47,403 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,866 | BOYAmt |
| EOY | $47,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,318,697 | BOYAmt |
| EOY | $11,423,162 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,622,124 | BOYAmt |
| EOY | $14,138,481 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,400 | BOYAmt |
| EOY | $312,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,253,221 | BOYAmt |
| EOY | $25,874,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,399,087 | BOYAmt |
| EOY | $25,921,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,414,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,772,724 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,903 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $615,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,696,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $693,538 | CurrentTaxYearAmt |
| Total | $10,020,633 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $615,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,696,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $693,538 | CurrentTaxYearAmt |
| Total | $10,020,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,405,860 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,614,773 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $713,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $557,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $514,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,208 | CurrentTaxYearAmt |
| Total | $2,831,617 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $35,038 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,887,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,092 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.28049 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28698 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | While Southern Education Foundation, Inc. ("Foundation") failed to meet the mechanical "one-third of support" test in 2016, it clearly satisfied the alternative "facts and circumstances" test outlined in section 1.170A-9(f)(3) of the Treasury Regulations. Specifically, the two required factors are present in this case: 1. The organization must receive at least 10% of its support in the form of public support. As noted in Schedule A to Form 990, in 2016 the Foundation received approximately 28.05% of its total support in the form of public support - an amount far in excess of the 10% threshold. 2. The organization must have an active "continuous and bona fide" fundraising program designed to attract new and additional public support. The Foundation carried on an active program of public solicitation in 2016 and raised over $690,000 from more than a dozen different sources. In addition, all of the "favorable factors" described in the tax regulations relevant to non-membership organizations are present in this case: 1. The higher the percentage of support above 10%, the lesser the burden of the organization in establishing that it is publicly supported. In this case, the Foundation's public support percentage is substantially above 10%. (The Foundation nearly satisfied the mechanical "one-third" test.) 2. The organization receives support from a representative number of persons rather than from members of a single family or from a limited base of support. Over the years, the Foundation has attracted contributions from a large and varied number of sources, including dozens of the nation's most well-known and respected charities. 3. The composition of the organization's governing body is representative of broad public interests. The Foundation's Board of Directors has a diverse membership which includes foundation executives, community leaders, and persons with special expertise in education. Its governing body represents the interests of the larger public rather than the personal or private interests of a limited number of donors. 4. The organization conducts programs and activities that are available to and that appeal to the general public. (The fact that a research or educational organization conducts scholarly studies which are used by educators or the general public is evidence of public support.) The Foundation conducts analyses of education issues, trends, and possibilities and disseminates the data in accessible formats to the lay public and to policy makers. Additionally, through its website, conferences, and direct dissemination of its publications, the Foundation provides essential information to the public about educational problems and solutions. In sum, the facts and circumstances in this case clearly demonstrate broad public support for, and interest and involvement in, the Foundation's mission and programs. Therefore, the Foundation continues to qualify as a "publicly supported charity" described in sections 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code. | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,742,275 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,802,275 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $290,114 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,529 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $289,166 | CurrentYearMinus3Amt |
| Current Year Minus2 | $308,357 | CurrentYearMinus2Amt |
| Current Year Minus1 | $300,875 | CurrentYearMinus1Amt |
| Current Year | $290,114 | CurrentYearAmt |
| Total | $1,188,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,782,768 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,468 | CurrentYearMinus3Amt |
| Current Year Minus2 | $265,608 | CurrentYearMinus2Amt |
| Current Year Minus1 | $215,000 | CurrentYearMinus1Amt |
| Current Year | $60,000 | CurrentYearAmt |
| Total | $551,076 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $72,292 | CurrentYearMinus3Amt |
| Current Year Minus2 | $77,089 | CurrentYearMinus2Amt |
| Current Year Minus1 | $75,219 | CurrentYearMinus1Amt |
| Current Year | $72,529 | CurrentYearAmt |
| Total | $297,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $445,694 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,000 | CurrentYearAmt |
| Total | $60,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,934,524 | BeginningYearBalanceAmt |
| Contributions | $579,797 | ContributionsAmt |
| Investment Earnings Or Losses | $26,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $88,036 | GrantsOrScholarshipsAmt |
| Other Expenditures | $726,627 | OtherExpendituresAmt |
| Administrative Expenses | $275,342 | AdministrativeExpensesAmt |
| End Year Balance | $22,450,881 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,152,895 | BeginningYearBalanceAmt |
| Contributions | $6,688,023 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,283 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $900,111 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,934,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,115,479 | BeginningYearBalanceAmt |
| Contributions | $1,335,600 | ContributionsAmt |
| Investment Earnings Or Losses | $637 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $358,466 | GrantsOrScholarshipsAmt |
| Other Expenditures | $759,875 | OtherExpendituresAmt |
| Administrative Expenses | $180,480 | AdministrativeExpensesAmt |
| End Year Balance | $17,152,895 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,495,972 | BeginningYearBalanceAmt |
| Contributions | $496,000 | ContributionsAmt |
| Grants Or Scholarships | $343,543 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,181,561 | OtherExpendituresAmt |
| Administrative Expenses | $351,389 | AdministrativeExpensesAmt |
| End Year Balance | $17,115,479 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,667,080 | BeginningYearBalanceAmt |
| Contributions | $575,000 | ContributionsAmt |
| Grants Or Scholarships | $6,250 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,739,858 | AdministrativeExpensesAmt |
| End Year Balance | $18,495,972 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01390 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.62980 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,293,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,118,738 | DepreciationAmt |
| Book Value | $174,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,112 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,574 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $174,462 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,423,097 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,772,724 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$20,903 | OtherRevenueAmt |
| Revenue Not Reported | -$1,793,627 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,216,724 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,216,724 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,802,275 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,802,275 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,802,275 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | ENDOWMENT FUNDS ARE USED TO SUPPORT THE FOUNDATION'S VARIOUS RESEARCH, ANALYSIS, ADVOCACY, TECHNICAL ASSISTANCE AND OUTREACH PROGRAMS. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 | The Foundation is recognized as an organization exempt from federal income tax under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). The Foundation annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Foundation takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Foundation is subject to examination by federal and state taxing authorities. The Foundation believes it is no longer subject to tax examinations for tax years ending before December 31, 2013. |
| PART XI, LINE 2D | 20,903 - REFUND OF GRANT |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|
| COX CURRY | ||
| STRATEGIC CONSULTING | false | $33,798 |
| SYNERGY GROUP | ||
| FUNDRAISING LOGISTICS | false | $18,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $52,496 | TotalRetainedByContractorsAmt |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PUBLIC EDUCATION MATTERS GEORGIA | |||||||
| 1090 BELLEVUE DRIVE | ATLANTA | GA | 30306 | 474928680 | 501(C)(3) | $40,000 | TEACHING GRANT |
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | |||||||
| 1900 L STREET NW STE 520 | WASHINGTON | DC | 20036 | 263015634 | 501(C)(3) | $20,000 | TEACHING GRANT |
| COMMITTEE TO KEEP GEORGIA SCHOOLS LOCAL | |||||||
| 155 bradford square ste b | fayetteville | GA | 30215 | $10,000 | radio advertising | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | The organization requires an annual report detailing the outcome of the project funded and an accounting for the monies received. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TROY D JOHNSON | ||||||||||||||
| CFO/COO | $149,760 | $0 | $7,000 | $0 | $0 | $0 | $22,464 | $0 | $8,608 | $0 | $187,832 | $0 | $0 | $0 |
| DR CYRIL K MCGUIRE | ||||||||||||||
| CEO | $285,000 | $0 | $0 | $0 | $0 | $0 | $40,950 | $0 | $8,847 | $0 | $334,797 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II COLUMN (B)(II) | FormAndLineReferenceDesc |
| Explanation | BONUSES WERE BASED ON PERFORMANCE EVALUATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4A (1) | CONTINUED FROM FORM 990, PART III, LINE 4A Promoting Early Learning Opportunities: Decades of studying the link between poverty and education have confirmed that high quality early childhood programs may be the single best investment for getting young children, especially the new majority of low incomes students in the South, to be school-ready and succeed. In addition to tracking demographic changes in the region, SEF continues to monitor policy and program developments across the South. Our Strategy: 1) Providing research, technical assistance and tools: uncovering early education trends, impact, and best practices in financing and aligning early education systems (birth-to-eight) stakeholders can use for informing policymaking decisions; 2) Creating opportunity for cross-state collaboration: sharing information related to strategies for equitably raising the quality of early learning systems without lowering access; 3) Building community awareness and support: bringing new partners to the table and ensuring current stakeholders and allies are working more strategically together. During 2016 SEF maintained its efforts to monitor access and funding trends in early learning, making this information available to allies and partners in the region. Staff also engaged national early learning networks, both in the advocacy and philanthropic communities. In this regard, the President worked closely with the Southeastern Council on Foundations to design a session at their annual conference highlighting a range of strategies for improving access and shaping policy in the early learning arena. Advancing Public Education: Public education for all children has long been a cornerstone of democracy in the United States, and the American South has been the center of the battle to achieve this goal. A perennial threat is the disinvestment in our public schools and increasing efforts to divert funds to private and charter schools as a hindrance from achieving equity in education for all, and we work to push back on these efforts and advance well-funded, safe, supportive, and diverse public schools that are held to meaningful and fair standards. Our Strategy: 1) Informing and supporting public education campaigns across the South, to help engage, connect, and align diverse coalitions within and across states to employ multi-strategy approaches to advance public education; 2) Regionalizing efforts through policy research and communications efforts, to help marshal evidence about what works in the region and strengthen the public education narrative; and 3) Advancing ideas about teaching and learning to provide education advocates with where defensive battles can become offensive ones that shift from simply protecting public education to re-envisioning public education systems that support all children. In 2016, SEF used a number of initiatives to implement this strategy support for advocacy campaigns, communications, policy research and data sharing across the country and across the South. Most of this work was done by working closely throughout the year with both national and regional stakeholders interested in education justice in the American South (the, Advancement Project, the Alliance for Education Justice, the American Federation of Teachers, the Education Justice Network, the Opportunity Institute, the Center for Popular Democracy and the Partnership for the Future of Learning.) and others who have a history of advocacy and organizing work in the region. One example was SEFs continuing presence in Mississippi. It is important to note that SEF was involved in the Better Schools Better Jobs campaign during 2015. That campaign did not result in a change to Mississippis constitution. During 2016 as a follow on to SEFs involvement in the campaign, staff worked closely with Mississippi One Voice and other partners in a range of follow-up activities from this ballot initiative. These included conducting interviews to surface lessons from the campaign, developing a summary of key milestones in the campaign and using this information to help tell the Mississippi story to various audiences at the national level. Collaborating with the Opportunity Institute and its major K12 initiative, Partners for Each and Every Child, SEF provided assistance in the initial months following the passage of Each and Every Student Act, commonly referred to as ESSA, both in Mississippi and Georgia. The early opportunity was to provide opportunities for stakeholder groups to access and inform state level ESSA planning efforts just as they were getting underway. With Partners For, guides for stakeholder engagement were provided to state officials, to facilitate their efforts to work with advocacy groups. Following this, SEF served on the Georgia Department of Educations ESSA State Advisory Council. As we got into this effort, it became apparent that marginalized groups (civil rights organizations, child advocate groups, etc.) were not being fully engaged. SEF engaged representatives from over 20 advocacy groups late in the year to discuss the states evolving ESSA plan. A significant outcome of our collaboration with the Center for Popular Democracy and the Institute for Education Leadership was the production of Community Schools: Transforming Struggling Schools into Thriving Schools. This report presents the key evidence-based strategies associated with community schools initiatives and profile community schools across the country that are implementing these evidence-based strategies to make a bigger difference for young people. This report was widely disseminated nationally and across the South. It was especially useful in SEFs efforts to support a coalition formed in opposition to a ballot initiative to establish a statewide school district for low performing schools in Georgia. In that effort, SEF assisted the Coalition in its early stages of formation, served as a source of data and analysis, and staged a series of town halls and community forums to educate the public on the facts associated with the initiative. |
| PART III, LINE 4A (2) | Improving College Access and Completion: The economic and social returns for a post-secondary credential are indisputable. SEFs higher education efforts are designed to address a range of issues that influence student success and degree attainment among low-income and minority students. With a focus on the post-secondary institutions most likely to serve these students, SEF takes up critical issues known to influence their participation and completion in higher education. Our Strategy: 1) Examining and report on policies that impact participation, retention, and degree completion; 2) Establishing demonstration projects that serve as laboratories for testing innovative practices that hold the promise of increasing degree completion; 3) Convening institutional leaders and university trustees to share evidence-based practices that increase institutional effectiveness; and 4) Providing technical assistance and capacity building to institutions to enhance program effectiveness and student learning outcomes. In 2016 as in years before, SEFs Improving College Access and Completion program area focused on implementing programs designed to assist HBCUs and other MSIs in improving institutional effectiveness and student success. Much of our activity concentrated on working with institutions through the MSI Consortium for Innovation and Change, which has been designed to highlight and support state-of-the-art initiatives that promise to improve institutional practice and outcomes for students. Through the Consortium, SEF identifies and engages institutions that have deep interest and/or investment in enhancing practices that directly improve student success. It aims to promote innovative and effective practices by testing existing programs, performing campus demonstrations, and assessing the effectiveness of promising academic interventions. In a collaborative fashion, SEF coalesced the best thinking and practices to address common and persistent problems related to degree completion for low-income and minority students. Rather than only coaching institutions to improve their own practices, this effort employs rigorous assessments and research protocols to develop defensible evidence about particular practices that inform the larger higher education community. This effort also helps many of the campuses provide the kind of evidence that meets or exceeds what is required for accreditation. One specific product of this work was a report, Not Just Faster: Equity and Learning Centered Developmental Education Strategies. This report provided a summary of the various Developmental Education interventions, evaluation strategies and program outcomes for the minority serving institutions who participated in our effort to develop evidence on practices in development education that would be useful for the higher education community generally. Subjecting a range of popular ideas about remediation (summer bridge, co-requisites, interdisciplinary curricula, extended courses, accelerated math), several lessons emerged from this work. One size does not fit all students so institutions need to consider tailoring their development education (DE) offerings to a range of student needs. Fostering collaboration across the campus is a key to success in these efforts. Effective DE programs impact various academic and administrative units on campus. Obtaining buy-in across these units is essential for addressing challenges as they inevitably emerge. And, how a program works is as important as what works. The point is that we should go out of our way to carefully assess what produces the positive outcomes we seek so that we fully understand what it takes to sustain successful DE initiatives. |
| PART III, LINE 4A (3) | Southern Education Leadership Initiative Embedded across the three programs strategy, is SEFs leadership development initiative, the Southern Education Leadership Initiative (SELI). SELI was developed in 2004 to honor the 50 year anniversary of Brown v. Board of Education. For a decade, SELI has provided intensive trainings and paid summer fellowships to a diverse and inspired group of 175 college and graduate level students interested in working with nonprofit organizations to make systemic changes in education policy and practice. During the summer of 2016, we worked with 12 summer fellows to help build the capacity of organizations across the South: Eradicating the School to Prison Pipeline in Miami, Florida, the ACLU Georgia, One Voice in Jackson, Mississippi, Arkansas Public Policy Panel in Little Rock, Birmingham Education Foundation in Alabama, the ACLU Racial Justice Racial Justice Program in Brooklyn, the Institute for Child Success in Greenville, South Carolina, the Intercultural Development Research Association in Houston, Texas Appleseed in Austin, Voices for Georgias Children in Atlanta, among others. As part of this work, we hired a full year fellow in 2016 to serve as the Advancing Public Education Fellow to assist in all activities of the program area of the next twelve months. At the end of the summer, the fellows formally presented to their peers and SEF what they learned from this experience at a Closing Meeting in Atlanta, GA July 27-29, 2016. The focus of the meeting was to not only hear about the projects they worked on over the summer, but also provide a space for fellows to think about how they can carry on this mantle of making change in education in their own communities and states. Students were assigned to panels based on the kinds of strategies they were implementing at their placement site and asked to develop their session title as a way of encouraging them to better understand each others work. As with the Orientation, ample time was provided for students to work in small groups and map out individually their thoughts on achieving education equity for all students in the region. We also provided time to visit historical landmarks in Atlanta that included the Martin Luther King Jr. Museum and Ebenezer Baptist Church. Closing conversations focused on examining leadership skills they had developed through the experience and how they might apply what they had learned to their own communities post-summer. All commented that they felt they had bonded as a cohort and were looking forward to staying connected with each other and SEF. Racial Equity Leadership Network Finally, SEF engaged during 2016 in a year-long design effort for a new leadership initiative focused on chief academic officers and school superintendents. To be launched mid-2017, the Racial Equity Leadership Network (RELN) will support cohorts of system leaders in addressing major equity issues in their schools, focusing on discipline policy, health and wellness, teaching and learning and other issues that impact students, especially low-income students and students of color. As with so much of SEFs work, three strong partners are involved in this effort: the Healthy Schools Campaign, the Learning Policy Institute and the National Equity Project. Collectively, they will provide technical assistance, content for professional learning and research and documentation for the Network. |
| PART VI, LINE 11A | The 990 is reviewed by the Finance, Audit, and Administration Committee, the CEO and the CFO. After all questions and concerns are addressed a copy of the 990 is presented to each Board member and the 990 is then filed. |
| PART VI, LINE 12C | Annually, each Trustee and SEF staff member execute a disclosure form identifying any relationships, positions or circumstances in which he/she is involved that could contribute to a real or perceived conflict of interest. Any information regarding business interest of a Trustee is treated as confidential and is generally made available to the Chair, the President, and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of this policy. Trustees do not vote on any matter in which they believe there is duality of interest and may, if asked, be called upon to share with fellow Trustees such information related to the duality of interest as may be necessary and appropriate. The minutes of Board meetings will show that the Trustee having a duality of interest disclosed same and abstained from voting on related matters. A copy of this policy is furnished to each person who is or becomes a member of the Board of Trustees or staff. Each such person is required to review a copy of this policy and acknowledge in writing that he or she has done so. |
| PART VI, LINE 15 | IN ORDER TO DETERMINE STAFF COMPENSATION LEVELS FOR ITS SMALL STAFF AND CONSERVATIVE MODEST RESOURCES, SEF CONSULTS SOURCES SUCH AS THE ANNUAL COMPENSATION SURVEY PUBLISHED BY THE COUNCIL ON FOUNDATIONS, REPORTS IN THE CHRONICLE OF PHILANTHROPY, AND THE CHRONICLE OF HIGHER EDUCATION, RATHER THAN HIRING INDEPENDENT CONSULTANTS TO CONDUCT DETAILED COMPENSATION SURVEYS AND AUDITS. SEF BOARD MEMBERS AND STAFF, AS APPROPRIATE, ALSO CONSULT WITH PEER ORGANIZATIONS TO ASCERTAIN APPROPRIATE COMPENSATION RANGES FOR STAFF. MANY SEF BOARD MEMBERS SERVE, AS WELL, ON OTHER NON-PROFIT ORGANIZATIONAL BOARDS AND BRING THAT KNOWLEDGE AND PERSPECTIVE TO BEAR IN SETTING COMPENSATION FOR SEF STAFF. SEF'S FINANCE, AUDIT AND ADMINISTRATION COMMITTEE REVIEWS COMPENSATION AS PART OF THE ANNUAL BUDGET-SETTING CYCLE AND DETERMINES COMPENSATION OF THE PRESIDENT BASED UPON AN ANNUAL APPRAISAL OF PERFORMANCE. THAT APPRAISAL CONSIDERS ALL ASPECTS OF THE PRESIDENT'S WORK INCLUDING FUNDRAISING, MANAGEMENT, PROGRAM DEVELOPMENT AND IMPLEMENTATION, GOVERNANCE AND COMMUNICATIONS. SEF'S PRESIDENT APPRAISES THE PERFORMANCE OF OTHER SUBORDINATE SEF STAFF ANNUALLY. ALL SEF STAFF ARE PART OF A MERIT PAY PROGRAM IN WHICH THERE ARE NO AUTOMATIC OR COST OF LIVING INCREASES. |
| PART VI, LINE 19 | All SEF public documents are available upon request. Once a request is received the documents can be sent either electronically or through the US postal system. The 2015 CPA audit, conflict of interest policy and whistleblower policy can also be found on the SEF web site in the "Public Documents Listing" |
| PART XI, LINE 9 | $20,903 - REFUND OF GRANT |
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