2018-04-04T15:57:05-05:00 2017-06-30 521073331 DEMBO JONES PC 8850 STANFORD BLVD STE 2000 COLUMBIA MD 21045 990 2016-07-01 521129402 FUND FOR EDUCATIONAL EXCELLENCE INC FUND 4106858300 800 NORTH CHARLES STREET NO 400 BALTIMORE MD 21201 ROGER SCHULMAN PRESIDENT 4106858300 2018-03-28 1 MICHAEL E SMALL CPA P00528850 4102900770 2018-03-28 108.56.64.202 2018-03-28 08:03:12 ED P 0153A5E1D6C219ED837489FC6032B63D2357B2A4 D4E2DE1E0696B8B3382A7C3F8C6A7E23575748B1 2016 2021-01-29 14:40:06Z ROGER SCHULMAN 800 NORTH CHARLES STREET NO 400 BALTIMORE MD 21201 7203612 0 X WWW.FFEE.ORG X 1984 MD TO SECURE THE FINANCIAL, HUMAN, AND KNOWLEDGE RESOURCES NECESSARY TO SUPPORT POLICY AND PRACTICE RESULTING IN INCREASED ACHIEVEMENT FOR BALTIMORE CITY PUBLIC SCHOOL STUDENTS. 20 19 33 0 0 0 3757518 7166290 0 0 44486 37322 0 0 3802004 7203612 863999 1683882 0 0 1099321 1155028 0 0 98234 1704904 3086049 3668224 5924959 133780 1278653 8815881 9225136 1555576 649978 7260305 8575158 TO SECURE THE FINANCIAL, HUMAN, AND KNOWLEDGE RESOURCES NECESSARY TO SUPPORT POLICY AND PRACTICE RESULTING IN INCREASED ACHIEVEMENT FOR BALTIMORE CITY PUBLIC SCHOOL STUDENTS. 0 0 1492023 195314 THE ELEMENTARY AND MIDDLE SCHOOL LIBRARY PROJECT, UNDERWRITTEN THROUGH A GRANT FROM THE HARRY AND JEANETTE WEINBERG FOUNDATION, IS A PARTNERSHIP EFFORT WITH CITY SCHOOLS TO BUILD AND FURNISH UP TO 24 NEW LIBRARIES IN ELEMENTARY AND MIDDLE SCHOOLS ACROSS THE CITY OVER THE NEXT FOUR YEARS. 998205 975000 THE SUMMER COLLABORATIVE PROVIDES SUPPORT FOR HIGH QUALITY SUMMER PROGRAMS THAT BLEND ACADEMIC LEARNING WITH ENRICHING ACTIVITIES AND SERVE LOW-INCOME CHILDREN IN BALTIMORE CITY. 578810 0 THE FINANCIAL ANALYSIS PROGRAM IS A PROGRAM WHICH CONTRACTED WITH ERS, INC. TO PREPARE DETAILED ANALYSIS OF CITY SCHOOLS' BUDGET TO BETTER UNDERSTAND WHAT FACTORS WERE DRIVING THE PROJECTED $130 MILLION BUDGET DEFICIT FOR THE DISTRICT. THE INFORMATION WAS USED TO BROKER THE THREE YEAR DEAL BETWEEN THE CITY, STATE, AND DISTRICT. 2556917 513568 2556917 513568 5625955 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 0 1 33 1 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE ORGANIZATION 4106858300 800 NORTH CHARLES STREET SUITE 400 BALTIMORE MD 21201 BETSY NELSON CHAIR 1.00 X X 0 0 0 GEORGE A MURNAGHAN VICE CHAIR 1.00 X X 0 0 0 SCOTT GENSLER VICE CHAIR 1.00 X X 0 0 0 NANCY JORDAN-HOWARD TREASURER 1.00 X X 0 0 0 DR SONJA BROOKINS-SANTELISES EX OFFICIO 1.00 X 0 0 0 BONNIE COPELAND PHD DIRECTOR 1.00 X 0 0 0 ADINA AMITH DIRECTOR 1.00 X 0 0 0 ILENE BERMAN DIRECTOR 1.00 X 0 0 0 JEAN E LEWIS DIRECTOR 1.00 X 0 0 0 J MICHAEL RILEY DIRECTOR 1.00 X 0 0 0 PAULA SINGER PHD DIRECTOR 1.00 X 0 0 0 ROGER SCHULMAN PRESIDENT & CEO 40.00 X X 189594 0 7844 SCOTT ROBERT WILSON DIRECTOR 1.00 X 0 0 0 JAMES MATHIAS DIRECTOR 1.00 X 0 0 0 BETH FELDER DIRECTOR 1.00 X 0 0 0 CINDA HUGHES DIRECTOR 1.00 X 0 0 0 MICHAEL ISCH DIRECTOR 1.00 X 0 0 0 SARA MILSTEIN DIRECTOR 1.00 X 0 0 0 JOSEPH MACHICOTE DIRECTOR 1.00 X 0 0 0 KIMBERLY J WIGGINS DIRECTOR 1.00 X 0 0 0 CORRIE SCHOENBERG SENIOR PROGRAM MANAGER 40.00 X 117486 0 1597 307080 0 9441 2 0 1 0 EDUCATION RESOURCE STRATEGIES 480 PLEASANT ST STE C-200 WATERTOWN MA 02472 DETAILED FUNDING ANALYSIS 500000 1 7166290 7166290 37322 37322 7203612 0 0 37322 1683882 1683882 197007 88653 49252 59102 824805 738714 65789 20302 70407 63058 5615 1734 62809 53583 -444 9670 18132 7494 9897 741 19867 14533 5067 267 13931 6241 7018 672 115731 112602 2976 153 70413 33597 33469 3347 30698 30414 258 26 27203 27203 17199 12224 3617 1358 5096 2293 2548 255 PROFESSIONAL FEES 2399682 2398472 1100 110 PRINTING AND PUBLICATIO 167454 166996 458 0 MEALS AND ENTERTAINMENT 96152 94954 1089 109 PROGRAM SUPPLIES 84261 84261 0 0 20230 6781 13061 388 5924959 5625955 200770 98234 270547 329638 7775265 8167243 75000 154500 39807 42841 275000 150000 13250 28748 118313 84450 47601 33863 312725 311617 6686 6686 8815881 9225136 661586 269647 275000 150000 618990 230331 1555576 649978 X 798521 774686 6361784 7700472 100000 100000 7260305 8575158 8815881 9225136 1278653 36200 0 X X 0 1 X 1 0 X 6890677 4970154 5948679 3757518 7166290 28733318 6890677 4970154 5948679 3757518 7166290 28733318 19535644 9197674 22332 44360 35683 44486 37322 184183 250 250 28917751 0.31810 0.36050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 297700 42362 15000 7379 1150 316533 318106 14402 25000 8808 1000 297700 365596 13247 50000 9737 1000 318106 304131 62988 523 1000 365596 269461 39760 1000 3090 1000 304131 0.31590 0.68410 0 0 7784 7096 688 29594 18959 10635 80935 58395 22540 33863 FISCAL AGENCY FUNDS 230331 230331 X 7239812 36200 36200 7203612 0 7203612 5924959 0 5924959 0 5924959 PART X, LINE 2: THE FUND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. THE FUND FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDES MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE FEDERAL EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PERMANENT ENDOWMENT - PART V, LINE 4 THE PERMANENT ENDOWMENT CONSISTS OF ONE DONOR RESTRICTED FUND ESTABLISHED TO PROVIDE A SOURCE OF INCOME TO RECOGNIZE TEACHER ACHIEVEMENT. 1 GREEN STREET ACADEMY FOUNDATION INC 125 NORTH HILTON STREET BALTIMORE MD 21229 011069515 501(C)(3) 35000 SUMMER GRANT BALTIMORE CITY PUBLIC SCHOOLS 200 E NORTH AVENUE BALTIMORE MD 21202 522064235 501(C)(3) 27372 GRADE LEVEL READING GRANT AND DISTRICT SUPPORT MARYLAND FOOD BANK 2200 HALETHORPE ROAD BALTIMORE MD 21227 521135690 501(C)(3) 167814 GRANT FOR FOOD AND BACKPACK PROJECT SOUTHWEST BALTIMORE CHARTER SCHOOL 130 HERKIMAR STREET BALTIMORE MD 21223 422146005 501(C)(3) 20000 GRANT FOR LIBRARY BARD COLLEGE PO BOX 5000 ANNANDALEONTHEHUDSON NY 12504 141713034 501(C)(3) 197500 HS PLANNING GRANT SAFE AND SOUND BALTIMORE CAMPAIGN 2 EAST READ ST 3RD FL BALTIMORE MD 21202 522147148 501(C)(3) 25000 HVHS - RESTORATIVE PRACTICES ACCESS ART INC 2446 WASHINGTON BLVD BALTIMORE MD 21230 522275407 501(C)(3) 45000 YOUTHLIGHT SUMMER ARTS AND STEM GRANT AFYA BALTIMORE INC 5504 YORK RD BALTIMORE MD 21212 208527876 501(C)(3) 25000 OPERATING GRANT ART WITH A HEART 3355 KESWICK RD STE 104 BALTIMORE MD 21211 522227996 501(C)(3) 35000 MOSAIC PROJECT - NEW HOPE ACADEMY BALTIMORE CITY COLLEGE 3220 THE ALAMEDA BALTIMORE MD 21218 770590770 501(C)(3) 5000 PRINCIPAL SUPPORT AWARD - LIBRARY BOOKS BALTIMORE MONTESSORI INC 1600 GUILFORD AVE BALTIMORE MD 21202 205520487 501(C)(3) 10000 SUMMER GRANT BARD HIGH SCHOOL EARLY COLLEGE 525 EAST HOUSTON ST NEW YORK NY 10002 141713034 501(C)(3) 27500 PROGRAM GRANT BEAT THE STREETS - BALTIMORE 5026 WOODS LINE DRIVE ABERDEEN MD 21001 454604759 501(C)(3) 20000 SUMMER CAMP GRANT BON SECOURS OF MARYLAND FOUNDATION INC 26 NORTH FULTON AVE BALTIMORE MD 21223 521732800 501(C)(3) 30000 YEEP GRANT CITY NEIGHBORS FOUNDATION 4301 RASPE AVE BALTIMORE MD 21206 270601145 501(C)(3) 25000 SUMMER GRANT CITY NEIGHBORS HAMILTON 4301 RASPE AVE BALTIMORE MD 21206 270600427 501(C)(3) 5382 AWARD FOR THE INNOV CONFERENCE AND PROFESSIONAL DEVELOPMENT CIVIC WORKS INC 2701 ST LO DRIVE BALTIMORE MD 21213 521925614 501(C)(3) 10000 BALTIMORE CONSERVATION LEADERSHIP CORPS GRANT CODE IN THE SCHOOLS INC 10 E NORTH AVE 3RD FLOOR BALTIMORE MD 21202 462234897 501(C)(3) 15000 CODEWORKS PROGRAM GRANT COMMUNITY LAW IN ACTION INC 520 WEST FAYETTE ST STE 140 BALTIMORE MD 21202 061710518 501(C)(3) 10000 SUMMER GRANT FAMILY LEAGUE OF BALTIMORE 2305 NCHARLES ST STE 200 BALTIMORE MD 21218 521734848 501(C)(3) 30000 SUMMER GRANT FREESTATE JUSTICE INC 231 E BALTIMORE ST STE 1100 BALTIMORE MD 21202 262174290 501(C)(3) 20000 GRANT - LGBTQ YOUTH FUSION PARTNERSHIPS INC 611 N MONTFORD AVE BALTIMORE MD 21202 522148413 501(C)(3) 25000 RETAP PROGRAM GRANT HARLEM LACROSSE - BALTIMORE 100 N CHESTER ST BALTIMORE MD 21231 451634118 501(C)(3) 10000 SUMMER PROGRAM HIGHER ACHIEVEMENT PROGRAM INC 1500 UNION AVE STE 2600 BALTIMORE MD 21211 521383374 501(C)(3) 30000 SUMMER GRANT HUMANIM INC 6355 WOODSIDE CT COLUMBIA MD 210461071 520962588 501(C)(3) 35000 FREEDOM SCHOOL GRANT KOINONIA BAPTIST CHURCH 5738 BELAIR RD BALTIMORE MD 21206 521774175 501(C)(3) 15000 SUMMER GRANT LIVING CLASSROOMS FOUNDATION INC 802 S CAROLINE ST BALTIMORE MD 21231 521369524 501(C)(3) 50000 SUMMER GRANT MARYLAND SPCA 3300 FALLS RD BALTIMORE MD 21211 526001558 501(C)(3) 7500 GRANT FROM WEINBERG FOUNDATION MDBIO FOUNDATION INC 9210 CORPORATE BLVD STE 470 ROCKVILLE MD 20850 521806820 501(C)(3) 20000 SUMMER GRANT NEXT ONE UP FOUNDATION INC PO BOX 22503 BALTIMORE MD 21203 272393482 501(C)(3) 15000 SUMMER PROGRAM GRANT NORTHBAY LLC 11 HORSHOE POINT LANE NORTH EAST MD 21901 522112929 501(C)(3) 9100 GRANT FOR COMMODORE JOHN RODGERS E.S. AND LIBERTY E.S. PARKS AND PEOPLE FOUNDATION 2100 LIBERTY HEIGHTS AVE BALTIMORE MD 21217 521349346 501(C)(3) 50000 SUMMER GRANT PATTERSON PARK PUBLIC CHARTER SCHOOL 27 NORTH LAKEWOOD AVE BALTIMORE MD 21224 272919916 501(C)(3) 25000 SUMMER GRANT PLAYWORKS EDUCATION ENERGIZED 2601 N HOWARD ST 310 BALTIMORE MD 21218 943251867 501(C)(3) 15000 PLAYWORKS MARYLAND PROGRAM GRANT POP INC 520 PARK AVE APT 409 BALTIMORE MD 21201 371762917 501(C)(3) 25000 OPERATING GRANT SAINT IGNATIUS LOYOLA ACADEMY 300 EAST GITTINGS STREET BALTIMORE MD 21230 521819203 501(C)(3) 35000 ACADEMY SUMMER TERM GRANT SOCCER WITHOUT BORDERS 3700 EASTERN AVE BALTIMORE MD 21224 203786129 501(C)(3) 10000 SUMMER CAMP GRANT SOUTHEAST COMMUNITY DEVELOPMENT CORP 3323 EASTERN AVE BALTIMORE MD 21224 521034466 501(C)(3) 15000 YOUTH JOBS GRANT ST FRANCIS NEIGHBORHOOD 2405 LINDEN AVE BALTIMORE MD 21217 520968759 501(C)(3) 15000 SUMMER GRANT ST VINCENT DE PAUL OF BALTIMORE INC 2305 NCHARLES ST STE 300 BALTIMORE MD 21218 520597056 501(C)(3) 80000 SUMMER GRANT STRONG CITY BALTIMORE 3503 N CHARLES STREET 3 BALTIMORE MD 21218 520897806 501(C)(3) 113200 LIBERTY E.S. GRANT AND IMPROVING EDUCATION GRANT THE BALTIMORE YOUTH ALLIANCE INC 6101 LOCH RAVEN BLVD STE 408 BALTIMORE MD 21239 522129371 501(C)(3) 25000 BYA SUMMER ACADEMIC CAMP PROGRAM THE HAMPDEN FAMILY CENTER INC 1104 WEST 36TH ST BALTIMORE MD 21211 521911153 501(C)(3) 20000 SUMMER GRANT VILLAGE LEARNING PLACE INC 2521 SAINT PAUL ST BALTIMORE MD 21218 522109848 501(C)(3) 20000 LINK SUMMER PROGRAM WIDE ANGLE YOUTH MEDIA INC 2601 N HOWARD ST STE 160 BALTIMORE MD 21218 522276602 501(C)(3) 35000 WIDE ANGLE DESIGN TEAM GRANT AND MEDIA WORKS SUMMER PROGRAM YMCA OF CENTRAL MARYLAND INC 303 W CHESAPEAKE AVE BALTIMORE MD 21204 520591699 501(C)(3) 15000 NEW HORIZONS II SUMMER PROGRAM YOUNG AUDIENCES OF MARYLAND INC 2600 N HOWARD ST STE 1300 BALTIMORE MD 21218 520698849 501(C)(3) 30000 SUMMER GRANT 47 47 GRANTS ISSUED - SCHEDULE I, PART I, LINE 2 TERMS OF ALL GRANTS ARE OUTLINED IN AWARD LETTERS AND MONITORED BY DESIGNATED PROGRAM STAFF. ALL GRANTS REQUIRE A FINAL NARRATIVE AND FISCAL REPORT. GRANTS WITH MULTIPLE PAYMENTS REQUIRE BOTH INTERIM AND FINAL NARRATIVES AND FISCAL REPORTS. THE ORGANIZATION REPORTS ALL GRANTS TO ORIGINAL FUNDING SOURCE ANNUALLY. X X X 0 0 0 0 0 0 0 0 0 ROGER SCHULMAN PRESIDENT & CEO 189594 0 0 0 0 0 0 0 7844 0 197438 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS SUBMITTED TO THE FINANCE COMMITTEE FOR APPROVAL PRIOR TO FILING. THE FINANCE COMMITTEE IS AUTHORIZED TO REVIEW AND APPROVE THE RETURN ON BEHALF OF THE ENTIRE BOARD. A COPY OF THE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER, EMPLOYEE, OR VOLUNTEER SHALL PROMPTLY REPORT IN WRITING TO THEIR APPROPRIATE SUPERVISOR (OR, IN THE CASE OF A BOARD MEMBER, TO THE PRESIDENT OF THE BOARD) ANY ACTUAL OR CONTEMPLATED TRANSACTION WHICH MAY INVOLVE A CONFLICT OF INTEREST. EACH BOARD MEMBER, EMPLOYEE, AND VOLUNTEER SHALL COMPLETE A QUESTIONNAIRE RELATING TO THIS POLICY UPON ASSOCIATION WITH THE FUND FOR EDUCATIONAL EXCELLENCE AND THEREAFTER WHEN CHANGES OCCUR OR UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION ARRANGEMENTS MUST BE APPROVED IN ADVANCE, BEFORE ANY PAYMENT IS MADE, BY THE APPROVAL BODY OF THE FUND COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS. WHEN THE APPROVAL BODY IS CONSIDERING COMPENSATION TO COVERED INDIVIDUALS, IT MUST RELY ON COMPARABLE DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 THE FUND PROVIDES ALL OF THE MENTIONED DOCUMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM THE PRIOR YEAR.