INSTITUTE FOR CITIZENS AND SCHOLARS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR CITIZENS AND SCHOLARS (EIN 21-0703075)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-26
- IRS object ID
- 201842999349300834
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-26T10:34:57-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223271712 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADIEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7648 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085437648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210703075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODROW WILSON NATIONAL FELLOWSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 6094527007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR STEPHANIE HULL | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT & COO | PersonTitleTxt |
| Phone | 6094527007 | PhoneNum |
| Signature | 2018-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOVEPREET BUTTAR CPA | PreparerPersonNm |
| PTIN | P01329403 | PTIN |
| Phone | 6096899700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.117.53.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-26 | IPDt |
| IP Tm | 11:34:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83972AE68D83F5C448BF31DBF11C47CF6EA5DF05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5B1665C613A716987913485AF3F200E35AE591D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR STEPHANIE HULL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,069,900 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODROW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,084,992 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,549,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $313,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $339,516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,398,476 | PYTotalRevenueAmt |
| CY Total Revenue | $30,889,430 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,566,919 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,776,563 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,149,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,914,585 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $120,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $80,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,105,650 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,279,729 | PYOtherExpensesAmt |
| CY Other Expenses | $3,397,166 | CYOtherExpensesAmt |
| PY Total Expenses | $24,116,133 | PYTotalExpensesAmt |
| CY Total Expenses | $24,168,314 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,717,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,721,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,247,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,061,565 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,094,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,156,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,153,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,905,028 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,070,503 | ExpenseAmt |
| Grant | $1,905,554 | GrantAmt |
| Desc | HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,253,079 | ExpenseAmt |
| Grant | $12,871,009 | GrantAmt |
| Desc | TEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,323,582 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR STEPHANIE HULL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6094527007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANITA MANWANI BHAGAT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM BOTTOMLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER W BUCKLEY JR | ||||||||
| TRUSTEE/ CHAIR EMERITUS | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE PHILLIPS DONALDSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL FERENBACH | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GRUENBERG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| N GERRY HOUSE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F JOHNSTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA KANTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KATZMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LILLEY III | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN MADDOX | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| NANCY WEISS MALKIEL | ||||||||
| TRUSTEE/ CHAIR EMERITA | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN OSBORNE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW PITTINSKY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH H QUAZZO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E JOHN RICE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A RIZZO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $10,000 | $0 | $0 | |||
| DAVID N SHANE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUTHER TAI | ||||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSIE WOOLLEY-WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C HUDNUT | ||||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ARTHUR LEVINE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $611,709 | $0 | $28,808 | Yes (X) | ||
| STEPHANIE HULL | ||||||||
| EXECUTIVE VP AND COO | 40.00 | $503,966 | $0 | $34,402 | Yes (X) | |||
| BEVERLY SANFORD | ||||||||
| SECRETARY/VICE PRESIDENT | 40.00 | $245,937 | $0 | $32,866 | Yes (X) | |||
| LEANN BUNTROCK | ||||||||
| PROGRAM DIRECTOR, MBA IN EDUCATION | 40.00 | $271,620 | $0 | $46,402 | Yes (X) | |||
| DEBORAH HIRSCH | ||||||||
| EXECUTIVE DIRECTOR, WOODROW WILSON ACADEMY | 40.00 | $203,146 | $0 | $34,225 | Yes (X) | |||
| JOSE OCHOA | ||||||||
| DIRECTOR, TEACHING FELLOWS | 40.00 | $169,302 | $0 | $19,688 | Yes (X) | |||
| PATRICK RICCARDS | ||||||||
| CHIEF COMMUNICATIONS AND STRATEGY OF | 40.00 | $205,080 | $0 | $40,202 | Yes (X) | |||
| RICHARD ROSENBERG | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $153,499 | $0 | $33,031 | Yes (X) | |||
| AUDRA WATSON | ||||||||
| DIRECTOR OF CURRICULUM, MENTORING | 40.00 | $159,185 | $0 | $23,733 | Yes (X) | |||
| NAN ROSSIEN | ||||||||
| CONTROLLER | 40.00 | $157,180 | $0 | $18,535 | Yes (X) | |||
| COLIN WINTER | ||||||||
| DEPUTY DIRECTOR, MBA IN ED | 40.00 | $173,298 | $0 | $39,643 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,863,922 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLEARVIEW CONSULTING LLC | |||||
| 177 PILGRIM DRIVE | HOLDEN | MA | 01520 | PROGRAM CONSULTING | $860,855 |
| J CALNAN & ASSOCIATES INC | |||||
| 3 BATTERYMARCH PARK | QUINCY | MA | 02169 | GENERAL CONTRACTOR | $610,551 |
| SCHOOLHOUSE PARTNERS LLC | |||||
| 112 S ROYAL STREET SUITE D | ALEXANDRIA | VA | 22314 | PROGRAM CONSULTING | $297,573 |
| LUCIANO CENTINI | |||||
| 1155 GROVEPARK LANE | EARLYSVILLE | VA | 22936 | PROGRAM CONSULTING | $251,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,472,709 | GovernmentGrantsAmt |
| All Other Contributions | $29,077,205 | AllOtherContributionsAmt |
| Noncash Contributions | $54,550 | NoncashContributionsAmt |
| Total Contributions | $30,549,914 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,121 | TotalRevenueColumnAmt |
| Exclusion | $303,121 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,216,865 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,180,470 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,395 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,395 | TotalRevenueColumnAmt |
| Exclusion | $36,395 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,889,430 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $339,516 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,192,822 | TotalAmt |
| Program Services | $10,192,822 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,583,741 | TotalAmt |
| Program Services | $4,583,741 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,571 | TotalAmt |
| Program Services | $1,334,008 | ProgramServicesAmt |
| Management And General | $821,391 | ManagementAndGeneralAmt |
| Fundraising | $48,172 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,093,275 | TotalAmt |
| Program Services | $2,057,053 | ProgramServicesAmt |
| Management And General | $438,687 | ManagementAndGeneralAmt |
| Fundraising | $597,535 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,871 | TotalAmt |
| Program Services | $309,476 | ProgramServicesAmt |
| Management And General | $57,637 | ManagementAndGeneralAmt |
| Fundraising | $72,758 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,868 | TotalAmt |
| Program Services | $122,799 | ProgramServicesAmt |
| Management And General | $25,982 | ManagementAndGeneralAmt |
| Fundraising | $29,087 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,317 | TotalAmt |
| Program Services | $22,317 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Fundraising | $80,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,571 | TotalAmt |
| Program Services | $4,503 | ProgramServicesAmt |
| Management And General | $27,999 | ManagementAndGeneralAmt |
| Fundraising | $4,069 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,049,291 | TotalAmt |
| Program Services | $1,795,737 | ProgramServicesAmt |
| Management And General | $87,780 | ManagementAndGeneralAmt |
| Fundraising | $165,774 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,776 | TotalAmt |
| Program Services | $265,449 | ProgramServicesAmt |
| Management And General | $157,017 | ManagementAndGeneralAmt |
| Fundraising | $96,310 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,033 | TotalAmt |
| Program Services | $635,677 | ProgramServicesAmt |
| Management And General | $78,411 | ManagementAndGeneralAmt |
| Fundraising | $11,945 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,178 | TotalAmt |
| Management And General | $14,178 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,168,314 | TotalAmt |
| Program Services | $21,323,582 | ProgramServicesAmt |
| Management And General | $1,739,082 | ManagementAndGeneralAmt |
| Fundraising | $1,105,650 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,936 | BOYAmt |
| EOY | $1,848,934 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,524 | BOYAmt |
| EOY | $831,354 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,356,283 | BOYAmt |
| EOY | $15,433,626 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,672 | BOYAmt |
| EOY | $131,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $239,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,742 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,932 | BOYAmt |
| EOY | $25,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,914,541 | BOYAmt |
| EOY | $22,790,070 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,247,888 | BOYAmt |
| EOY | $41,061,565 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,646 | BOYAmt |
| EOY | $735,087 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,000 | BOYAmt |
| EOY | $6,421,450 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,585 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,094,231 | BOYAmt |
| EOY | $7,156,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,482 | BOYAmt |
| EOY | $2,830,200 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,242,480 | BOYAmt |
| EOY | $29,445,133 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,695 | BOYAmt |
| EOY | $1,629,695 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,153,657 | BOYAmt |
| EOY | $33,905,028 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,247,888 | BOYAmt |
| EOY | $41,061,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,721,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,361,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,356,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,102,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,084,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,549,914 | CurrentTaxYearAmt |
| Total | $117,455,562 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,361,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,356,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,102,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,084,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,549,914 | CurrentTaxYearAmt |
| Total | $117,455,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,239,789 | SubstantialContributorsTotAmt |
| Public Support Total170 | $85,215,773 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $276,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,516 | CurrentTaxYearAmt |
| Total | $1,156,835 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,535 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,613,932 | TotalSupportAmt |
| Public Support CY170 | 0.71840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $105,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $105,511 | OtherExpendituresAmt |
| End Year Balance | $1,629,695 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $119,128 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $119,128 | OtherExpendituresAmt |
| End Year Balance | $1,629,695 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,905 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,905 | OtherExpendituresAmt |
| End Year Balance | $1,629,695 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,223 | OtherExpendituresAmt |
| End Year Balance | $1,629,695 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $149,342 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $149,342 | OtherExpendituresAmt |
| End Year Balance | $1,629,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,324 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,418 | DepreciationAmt |
| Book Value | $25,711 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,711 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,919,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $30,255 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $30,255 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,889,430 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,889,430 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,168,314 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,168,314 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,168,314 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. |
| PART X, LINE 2: | U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| RESEARCH GRANT | SUB-SAHARAN AFRICA | 1 | $3,100 | WIRE |
| DISSERTATION GRANT | EUROPE | 1 | $10,000 | WIRE |
| RESEARCH GRANT | NORTH AMERICA | 1 | $5,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART III | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ACCOUNTS FOR GRANTS AWARDED ON AN ACCRUAL BASIS. THE GRANTS REFLECTED HEREIN ARE AWARDED GRANTS, NOT NECESSARILY GRANT PAYMENTS MADE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PODESTA GROUP | ||||||||
| 1001 G STREET NW SUITE 900 EAST | WASHINGTON | DC | 20001 | SOLICITATION OF GOVERNMENT GRANTS | 0 | $0 | $40,000 | -$40,000 |
| HOLLAND & KNIGHT | ||||||||
| 200 S ORANGE AVE 2600 | ORLANDO | FL | 32801 | SOLICITATION OF GOVERNMENT GRANTS | 0 | $0 | $40,000 | -$40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $80,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$80,000 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| EASTERN MICHIGAN UNIVERSITY | |||||||
| 900 OAKWOOD STREET | YPSILANTI | MI | 48197 | 382953297 | 501(C)(3) | $12,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| INDIANA UNIVERSITY | |||||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $331,450 | TEACHING & LEADERSHIP FELLOWSHIPS |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | 580566212 | 501(C)(3) | $20,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVE MONTCLAIR | MONTCLAIR | NJ | 07043 | 226017209 | 501(C)(3) | $66,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| PIEDMONT COLLEGE | |||||||
| 1021 CENTRAL AVE | DEMOREST | GA | 30535 | 580566212 | 501(C)(3) | $185,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | 222764819 | 501(C)(3) | $32,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| RUTGERS UNIVERSITY - CAMDEN | |||||||
| 303 COOPER ST | CAMDEN | NJ | 08102 | 226001086 | 501(C)(3) | $48,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| THE COLLEGE OF NEW JERSEY | |||||||
| 2000 PENNINGTON RD | EWING TOWNSHIP | NJ | 08618 | 222448189 | 501(C)(3) | $60,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| THE INSTITUTE OF PLAY | |||||||
| 134 W 26TH ST 780 | NEW YORK | NY | 10001 | 208220333 | 501(C)(3) | $132,156 | TEACHING & LEADERSHIP FELLOWSHIPS |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1401 EAST HANNA AVENUE | INDIANAPOLIS | IN | 46227 | 350868107 | 501(C)(3) | $359,450 | TEACHING & LEADERSHIP FELLOWSHIPS |
| UNIVERSITY OF NEW MEXICO | |||||||
| MSCO5 3090 | ALBUQUERQUE | NM | 87131 | 237126805 | 501(C)(3) | $122,020 | TEACHING & LEADERSHIP FELLOWSHIPS |
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | 350868125 | 501(C)(3) | $16,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| WAYNE STATE UNIVERSITY | |||||||
| 42 WEST WARREN AVENUE | DETROIT | MI | 48202 | 383555142 | 501(C)(3) | $22,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 WESTERN MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | 386007327 | 501(C)(3) | $14,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| WILLIAM PATERSON UNIVERSITY | |||||||
| 300 POMPTON RD | WAYNE | NJ | 07470 | 222781603 | 501(C)(3) | $46,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| UNIVERSITY OF MICHIGAN | |||||||
| 440 CHURCH STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $24,000 | TEACHING & LEADERSHIP FELLOWSHIPS |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103694 | 501(C)(3) | $400,000 | MASTERS OF EDUCATION |
| WOODROW WILSON ACADEMY OF TEACHING AND LEARNING | |||||||
| 24 THORNDIKE STREET | CAMBRIDGE | MA | 02139 | 823452586 | APPLIED FOR 501C3 | $8,302,746 | GRANTS TO THE WOODROW WILSON ACADEMY OF TEACHING AND LEARNING REFLECT THE ACADEMY REVENUES RECEIVED BY WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION. GRANT IS SUPPORTED BY A GRANT AGREEMENT TO CREATE A SPECIAL TEACHING ACADEMY WITH SPECIFIC TERMS AND CONDITIONS MIRRORING THE ORIGINAL FUNDING SOURCE. THE ACADEMY HAS SINCE BEEN INCORPORATED AS A SEPARATE LEGAL ENTITY WITH PROGRAMMING AND CURRICULUM DEVELOPMENT IN COOPERATION WITH MIT. THE FUNDS RECEIVED BY THE FOUNDATION TO SEED THE ACADEMY HAVE BEEN REGRANTED TO THE ACADEMY. THE ACADEMY IS A NON PROFIT CORPORATION IN STATE OF MA WHICH HAS APPLIED FOR EXEMPT STATUS AS A 501 C 3 ORGANIZATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS | 21 | $525,000 |
| WOMEN'S STUDIES FELLOWSHIPS | 10 | $50,000 |
| US STATE DEPARTMENT FOREIGN AFFAIRS FELLOWSHIPS TUITION AND EDU. EXPENSES | 29 | $63,397 |
| TEACHING FELLOWSHIPS | 109 | $697,651 |
| NANCY WEISS MALKIEL FELLOWSHIPS | 10 | $175,000 |
| COURSE HERO FELLOWSHIPS | 5 | $198,990 |
| MBA FELLOWSHIPS | 150 | $1,994,000 |
| DISSERTATION/RESEARCH/TRAVEL AND CAREER ENHANCEMENT AWARDS | 97 | $879,702 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | RECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. |
| PART I, LINE 2: | RECIPIENTS FOR ALL GRANTS, OTHER THAN THE GRANT TO THE ACADEMY, AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR LEVINE | ||||||||||||||
| PRESIDENT | $611,709 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $1,808 | $0 | $640,517 | $0 | $0 | $0 |
| STEPHANIE HULL | ||||||||||||||
| EXECUTIVE VP AND COO | $503,966 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $7,402 | $0 | $538,368 | $0 | $0 | $0 |
| BEVERLY SANFORD | ||||||||||||||
| SECRETARY/VICE PRESIDENT | $245,937 | $0 | $0 | $0 | $0 | $0 | $24,880 | $0 | $7,986 | $0 | $278,803 | $0 | $0 | $0 |
| LEANN BUNTROCK | ||||||||||||||
| PROGRAM DIRECTOR, MBA IN EDUCATION | $271,620 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $19,402 | $0 | $318,022 | $0 | $0 | $0 |
| DEBORAH HIRSCH | ||||||||||||||
| EXECUTIVE DIRECTOR, WOODROW WILSON A | $203,146 | $0 | $0 | $0 | $0 | $0 | $20,857 | $0 | $13,368 | $0 | $237,371 | $0 | $0 | $0 |
| JOSE OCHOA | ||||||||||||||
| DIRECTOR, TEACHING FELLOWS | $169,302 | $0 | $0 | $0 | $0 | $0 | $16,960 | $0 | $2,728 | $0 | $188,990 | $0 | $0 | $0 |
| PATRICK RICCARDS | ||||||||||||||
| CHIEF COMMUNICATIONS AND STRATEGY OF | $205,080 | $0 | $0 | $0 | $0 | $0 | $21,315 | $0 | $18,887 | $0 | $245,282 | $0 | $0 | $0 |
| RICHARD ROSENBERG | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $153,499 | $0 | $0 | $0 | $0 | $0 | $16,120 | $0 | $16,911 | $0 | $186,530 | $0 | $0 | $0 |
| AUDRA WATSON | ||||||||||||||
| DIRECTOR OF CURRICULUM, MENTORING | $159,185 | $0 | $0 | $0 | $0 | $0 | $16,680 | $0 | $7,053 | $0 | $182,918 | $0 | $0 | $0 |
| NAN ROSSIEN | ||||||||||||||
| CONTROLLER | $157,180 | $0 | $0 | $0 | $0 | $0 | $15,808 | $0 | $2,727 | $0 | $175,715 | $0 | $0 | $0 |
| COLIN WINTER | ||||||||||||||
| DEPUTY DIRECTOR, MBA IN ED | $173,298 | $0 | $0 | $0 | $0 | $0 | $18,295 | $0 | $21,348 | $0 | $212,941 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT & COO TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LAUREN MADDOX | |||
| LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP | $80,000 | THE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAURENMADDOX RECEIVES NO COMPENSATION AS A RESULT OF THIS ARRANGEMENT. | 0 |
| CARL FERENBACH N GERRY HOUSE MAT | |||
| LISTED INDIVIDUALS ARE THE TRUSTEES OF THE ORGANIZATION & THE ACADEMY | $0 | FOUR OF THE NINE CURRENT TRUSTEES OF THE ACADEMY ALSO SERVE AS TRUSTEES OF THE FOUNDATION WHERE THEY CONSTITUTE LESS THAN A MAJORITY OF THE FOUNDATION AND ACADEMY BOARD. THE FOUNDATION WILL PERFORM SOME MANAGEMENT FUNCTIONS FOR THE ACADEMY. PRIOR TO ITS INCORPORATION DATE OF NOVEMBER 15, 2017, THE ACADEMY WAS A PROGRAM OF THE FOUNDATION. BEFORE THE ACADEMY WAS INCORPORATED, THE FOUNDATION RECEIVED GRANTS AND CONTRIBUTIONS FROM VARIOUS PRIVATE FOUNDATIONS AND INDIVIDUALS RESTRICTED FOR THE ACADEMY PROGRAM. PRIOR TO INCORPORATION, THE FOUNDATION INCURRED PROGRAM COSTS, EXPENDED FUNDS FOR LEASEHOLD IMPROVEMENTS, AND PURCHASED EQUIPMENT ON BEHALF OF THE ACADEMY PROGRAM. ON NOVEMBER 15, 2017, THE FOUNDATION GRANTED THE BALANCE OF CONTRIBUTIONS RECEIVED AND RECEIVABLE BY THE FOUNDATION ON BEHALF OF THE ACADEMY, NET OF EXPENSES AND OTHER COSTS INCURRED AGAINST THESE CONTRIBUTIONS, TO THE ACADEMY. | 0 |
| ARTHUR LEVINE | |||
| ARTHUR LEVINE IS THE PRESIDENT OF THE ORGANIZATION & TRUSTEE OF THE ACADEMY | $640,517 | FOUR OF THE NINE CURRENT TRUSTEES OF THE ACADEMY ALSO SERVE AS TRUSTEES OF THE FOUNDATION WHERE THEY CONSTITUTE LESS THAN A MAJORITY OF THE FOUNDATION AND ACADEMY BOARD. THE FOUNDATION WILL PERFORM SOME MANAGEMENT FUNCTIONS FOR THE ACADEMY. PRIOR TO ITS INCORPORATION DATE OF NOVEMBER 15, 2017, THE ACADEMY WAS A PROGRAM OF THE FOUNDATION. BEFORE THE ACADEMY WAS INCORPORATED, THE FOUNDATION RECEIVED GRANTS AND CONTRIBUTIONS FROM VARIOUS PRIVATE FOUNDATIONS AND INDIVIDUALS RESTRICTED FOR THE ACADEMY PROGRAM. PRIOR TO INCORPORATION, THE FOUNDATION INCURRED PROGRAM COSTS, EXPENDED FUNDS FOR LEASEHOLD IMPROVEMENTS, AND PURCHASED EQUIPMENT ON BEHALF OF THE ACADEMY PROGRAM. ON NOVEMBER 15, 2017, THE FOUNDATION GRANTED THE BALANCE OF CONTRIBUTIONS RECEIVED AND RECEIVABLE BY THE FOUNDATION ON BEHALF OF THE ACADEMY, NET OF EXPENSES AND OTHER COSTS INCURRED AGAINST THESE CONTRIBUTIONS, TO THE ACADEMY. | 0 |
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON A BENCHMARKING STUDY PROVIDED TO THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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