2018-05-15T19:19:17-05:00 2017-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 Fifth Avenue New York NY 10022 990 2016-07-01 452870970 FAMILIES FOR EXCELLENT SCHOOLS INC FAMI 3475279420 1105 Market Street Suite 1700 Wilmington DE 19801 Jeremiah kittredge Chief Executive officer 3475279420 2018-05-15 1 Garrett M Higgins P00543209 2122862600 2018-05-15 4.15.211.182 2018-05-15 18:56:04 ED P 50AE88BF338F2B2A4D8AEB6DDE55E8A0A19FF87C B29914CEB47F2C50F9800CDE5B5AE22990D509AB 2016 2021-01-29 14:40:06Z X PAUL APPELBAUM 1105 Market Street Suite 1700 Wilmington DE 19801 17476066 0 X www.familiesforexcellentschools.org X 2011 DE works to build coalitions and run campaigns that change education policy. 6 5 0 6 0 0 18757825 17468156 370678 0 690 609 446 7301 19129639 17476066 1077011 1199714 0 0 0 0 0 0 557165 19258804 14844229 20335815 16043943 -1206176 1432123 3483991 6278892 1682683 3045461 1801308 3233431 FAMILIES FOR EXCELLENT SCHOOLS, INC. ("FES") works to build coalitions of families and their allies and run campaigns that change education policy. 0 0 13926891 1199714 FES trains and organizes parents for sustained community action to influence education policy. 13926891 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 92 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NY MA X X Katherine Cunningham 3475279420 1105 Market Street Suite 1700 Wilmington DE 19801 Mark Argosh Chairman 1.00 1.00 X X 0 0 0 bryan Lawrence vice chairman 1.00 1.00 X X 0 0 0 YVONNE CHAO treasurer 1.00 1.00 X X 0 0 0 Paul Appelbaum trustee 1.00 1.00 X 0 0 0 Dawn Foye trustee 1.00 1.00 X 0 0 0 RESHMA SINGH Chief Growth Officer 27.00 13.00 X X 0 154539 2208 jeREMIAH KITTREDGE Chief executive officer 27.00 13.00 X 0 248274 10067 RICHARD KWON chief of staff 27.00 13.00 X 0 138516 10748 KATHERINE CUNNINGHAM CHIEF OPERATING OFFICER 27.00 13.00 X 0 203531 17820 Sean Anderson Chief ProGRAM OFFICER 27.00 13.00 X 0 177285 7419 Abena agyemang chief of states 27.00 13.00 X 0 147115 17693 0 1069260 65955 0 0 1 0 Revolution Marketing 170 Hamilton Avenue Suite 212 WHITE PLAINS NY 10601 Program consumerables 2499190 Canal Partners Media 25 Whitlock Pl Suite 201 MARIETTA GA 30064 Advertising 1195605 Rising Tide Interactive 1250 H Street NW Suite 400 WASHINGTON DC 20005 Advertising 749765 US Coachways 100 St Marys Ave Suite 2B STATEN ISLAND NY 10305 Transportation 692942 Cornerstone Agency 71 West 23rd Street Floor 13 NEW YORK NY 10010 Advertising 568000 5 17468156 17468156 609 609 OTHER REVENUE 900099 7301 7301 7301 17476066 0 0 7910 X 1199714 1199714 243401 217163 24835 1403 12250 12250 148814 147308 1506 5085923 4563956 521967 35436 31713 3524 199 66361 59389 6599 373 442951 396416 44047 2488 5715 5115 568 32 287233 257058 28562 1613 28286 25314 2813 159 allocated overhead 3971087 3553902 394878 22307 Campaign, advocacy, and 3228358 3228358 IMPAIRMENT OF FIXED ASS 904409 904409 Staff Development 147637 132127 14681 829 236368 109358 122721 4289 16043943 13926891 1559887 557165 159830 103838 1501143 227701 2101000 374601 8577 1118 116012 41191 1852242 1365579 1287787 486663 43500 19833 0 3290089 3483991 6278892 1218785 1664994 1130000 463898 250467 1682683 3045461 X 1801308 3233431 1801308 3233431 3483991 6278892 1432123 0 X X 0 1 X 1 0 X 1000523 12264668 17635132 18757825 17468156 67126304 1000523 12264668 17635132 18757825 17468156 67126304 23047939 44078365 452 690 609 1751 494 229 446 7301 8470 67136525 370678 0.65650 0.64620 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER REVENUE - 2013 Amount: $ 494. 2014 Amount: $ 229. 2015 Amount: $ 446. 2016 Amount: $ 7,301. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 1180000 0 0 1 154921 1334921 0 Part II-B, Line 1: During Fiscal year 2017, FES spent $154,921 on other lobbying activities (reported on Part II-B, Line 1i), as defined by IRS regulations. The lobbying expenses were spent on lobbying state and local officials in MA, CT, and NY on legislation related to education reform, and included program expenses (including logistics and materials), grassroots organizing expenses, consultants, and FES in-house staff time ($6,107). 982859 557375 425484 709039 672439 36600 160344 135765 24579 486663 DUE FROM FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC 3142412 DUE FROM BCAF 94477 DUE FROM GMS 2000 DUE FROM CT FORWARD 51000 SECURITY DEPOSIT 200 3290089 DEFERRED RENT 245812 DUE TO AFFILIATE - BSA 4655 250467 X 34311353 6354 16828933 16835287 17476066 0 17476066 37593943 6354 21543646 21550000 16043943 0 16043943 Part X, Line 2: The Organization recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the Organization had no uncertain tax positions that would require financial statement recognition or disclosure. The Organization is no longer subject to examinations by the applicable taxing jurisdictions for years prior to June 30, 2014. Part XI, Line 2d - Other Adjustments: revenue attributed to related entity: 16,828,933. Part XII, Line 2d - Other Adjustments: expenses attributed to related entity: 21,543,646. 1 Public Charter Schools for Mass 1 inernational pl ste 1820 boston MA 02108 371789650 STATE OF MA 1180000 Education Somos el Futuro Inc 90 South Swan St Albany NY 12210 223128393 501(C)(3) 5000 general support St Anthony's Shrine 100 Arch St Boston MA 02110 208965928 501(C)(3) 7500 General support 3 0 Part I, Line 2: We monitor our use of grant funds on a regular basis through internal reviews, monthly financial reports, and regular reports from funders as required. 0 0 0 0 0 0 0 0 0 RESHMA SINGH Chief Growth Officer 0 154539 0 0 0 0 0 1833 0 375 0 156747 0 0 jeREMIAH KITTREDGE Chief executive officer 0 248274 0 0 0 0 0 0 0 10067 0 258341 0 0 KATHERINE CUNNINGHAM CHIEF OPERATING OFFICER 0 203531 0 0 0 0 0 10500 0 7320 0 221351 0 0 Sean Anderson Chief ProGRAM OFFICER 0 177285 0 0 0 0 0 0 0 7419 0 184704 0 0 Abena agyemang chief of states 0 147115 0 0 0 0 0 7572 0 10121 0 164808 0 0 Part I, Line 3 Families for Excellent Schools, Inc. does not provide compensation to any of its top management officials. The salary paid to top management officials is paid by Families for Excellent schools - advocacy inc., a related organization. The following is their compensation policy: Compensation for the executive director is determined by the board of directors. The board reviews and approves compensation for the CEO and officers. Comparable data is used when determining the compensation of CEO and officers. The process for determining the compensation of the executive director is documented in minutes of the meeting during which the compensation was approved. This process last took place in spring of 2016. BRYAN LAWRENCE VICE CHAIRMAN GENERAL SUPPORT X 1130000 1130000 0 1 1 1130000 Form 990, Part VI, Section B, line 11b the FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL. IF CHANGES ARE REQUIRED, FES WILL THEN FORWARD the changes TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS after SUBMISSION to the irs. Form 990, Part VI, Section B, line 12c FES distributes its conflict of interest policy to its board members and officers on an annual basis. Officers, directors, and key employees are required to declare if at any point a conflict of interest arises. If a director, officer, or key employee has a personal or financial interest in a proposed contract or transaction, he or she must make full disclosure of such interest before any discussion. Any director, officer, or key employee who is aware of a potential conflict of interest with respect to any matter coming before the board shall not be present for any vote in connection with the matter or otherwise attempt to influence the vote of the board of directors on such matter. To implement this policy, each director, officer, and key employee of the center will submit annually a conflict of interest disclosure statement. Form 990, Part VI, Section C, line 19 FES MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. the return is posted ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT 1105 Market Street, Suite 1700, Wilmington, DE 19801 , OR BY CALLING THE ORGANIZATION DIRECTLY AT (347) 527-9420. Form 990, Part IX, line 11g payroll Processing: Program service expenses 13,580. Management and general expenses 0. Fundraising expenses 1,509. Total expenses 15,089. Consultants: Program service expenses 1,102,734. Management and general expenses 0. Fundraising expenses 122,526. Total expenses 1,225,260. Creative Development: Program service expenses 3,286,747. Management and general expenses 0. Fundraising expenses 380,055. Total expenses 3,666,802. CANVASSERS: Program service expenses 1,665. Management and general expenses 0. Fundraising expenses 185. Total expenses 1,850. IT Consultants: Program service expenses 159,230. Management and general expenses 0. Fundraising expenses 17,692. Total expenses 176,922. Form 990, Part XII, Line 2C: FES Has a finance committee that is responsible for oversight of the audit and selection of the independent auditor. the process has not changed from the prior year. FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC 1105 Market Street Suite 1700 Wilmington DE 19801 455565952 vOTER REGISTRATION, CANVASSING AND CANDIDATE DEVELOPMENT DE 501(c)(4) N/A N/A 0 CT FORWARD CORPORATION 77 WILLOW STREET BUILDING D SUITE 4 NEW HAVEN CT 06511 812790704 TEACH ABOUT CT ELECTED OFFICIALS WHO SUPPORT EQUAL ACCESS TO PUBLIC schools CT 501(c)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Families for Excellent Schools-Advocacy N 142092 cost Families for Excellent Schools-Advocacy O 3108615 cost Families for Excellent Schools-Advocacy P 5073000 cost families for Excellent Schools-Advocacy Q 256000 COST