XQ INSTITUTE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- XQ INSTITUTE (EIN 47-4422640)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349103260
- Schema version
- 2016v3.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T18:26:57-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474422640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XQ INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | XQIN | BusinessNameControlTxt |
| Phone | 5108139750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 3RD STREET NO 319 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAT SMITH | PersonNm |
| Person Title | CHIEF ADMIN OFFICER | PersonTitleTxt |
| Phone | 5108139750 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.247.123.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 11:57:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C93BB4AD903C85FCE8B6D48A6B5B4C7B9989CB6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E2D38E2829807B1C06F0413BFB903D8905570BA4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,051,093 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,406,148 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,265 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $14,265 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $57,420,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,265 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $362,514 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $362,514 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,243,672 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,243,672 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,204,954 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,204,954 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $382,036 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $382,036 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $262,096 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $262,096 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,544,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,544,166 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $669,130 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,160,014 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,160,014 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $54 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $54 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,410,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | -$15,145,241 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,555,996 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,239,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,265 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,555,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,245,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,265 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,562,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,174,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,330,505 | CashBOYAmt |
| Cash EOY | $20,118,311 | CashEOYAmt |
| Cash EOYFMV | $20,118,311 | CashEOYFMVAmt |
| Acct Rcvbl | $16,877 | AcctRcvblAmt |
| Acct Rcvbl EOY | $16,877 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,877 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $261,993 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $297,432 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $297,432 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,404,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $785,713 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $948,758 | LandBOYAmt |
| Land EOY | $618,473 | LandEOYAmt |
| Land EOYFMV | $618,473 | LandEOYFMVAmt |
| Total Assets BOY | $3,541,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,051,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,051,093 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $553,456 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,905,425 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $553,456 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,905,425 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,987,800 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,145,668 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,987,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,145,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,541,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,051,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,987,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,174,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,162,322 | SubtotalAmt |
| Other Decreases | $16,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,145,668 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,595,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,019,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.191634 | DistributionYr1Rt |
| Total Distribution | 3.191634 | TotalDistributionRt |
| Average Distribution | 3.191634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,417,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,438,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,438,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,917,996 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | XQSUPERSCHOOL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XQ INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108139750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 3RD STREET NO 319 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURENE POWELL JOBS | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CHAIR OF THE BOARD | 25.00 | $0 | $0 | $0 |
| RUSSLYNN ALI | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CHIEF EXECUTIVE OFFICER | 25.00 | $0 | $0 | $0 |
| LEON WIESELTIER | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | SECRETARY | 3.00 | $0 | $0 | $0 |
| GEOFFREY CANADA | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | TREASURER | 3.00 | $0 | $0 | $0 |
| YO-YO MA | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MATT LORIN | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | PRESIDENT | 55.00 | $223,306 | $6,722 | $0 |
| JOSEPH J DIGIACOMO | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CFO | 55.00 | $139,208 | $5,617 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRA BERRY | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CHIEF OF STAFF | 40.00 | $246,284 | $7,745 | $0 |
| HILLARY LIEPA | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CAMPAIGN LEAD | 40.00 | $214,193 | $9,462 | $0 |
| BEVERLY J WATSON | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | CHIEF OPERATING OFFI | 40.00 | $179,167 | $5,693 | $0 |
| ANN C SINCLAIR | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | BOARD LIAISON | 40.00 | $136,890 | $9,011 | $0 |
| KAAMIL BEY | ||||||||
| 248 3RD STREET 319 | OAKLAND | CA | 94607 | OPERATIONS LEAD | 40.00 | $141,899 | $1,100 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDIA ARTS LAB | |||||
| 12539 BEATRICE STREET | LOS ANGELES | CA | 90066 | BRANDING AND CREATIVE | $11,230,541 |
| OMD USA LLC | |||||
| 195 BROADWAY 20TH FLOOR | NEW YORK | NY | 10007 | MEDIA PLACEMENT AND STRATEGY SERVICES | $5,933,286 |
| SYPARTNERS | |||||
| 475 BRENNAN STREET | SAN FRANCISCO | CA | 94102 | SCHOOL DESIGN TOOKLITS AND MODULES | $4,908,079 |
| E2K EVENTS & ENTERTAINMENT | |||||
| 445 N WHISMAN ROAD 100 | MOUNTAIN VIEW | CA | 94043 | EVENT MANAGEMENT SERVICES | $3,173,464 |
| MOXIE PICTURES | |||||
| 3137 S LA CIENEGA BLVD | LOS ANGELES | CA | 90016 | VIDEO AND DOCUMENTARY PRODUCTION | $2,549,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MOVEMENT BUILDING & PUBLIC AWARENESS - XQ HELD REGIONAL WORKSHOPS WITH VARIOUS STAKEHOLDERS TO DISCUSS AND PLAN THEIR REIMAGINED HIGH SCHOOLS. XQ ALSO REGULARLY CONVENED STUDENTS TO HEAR WHAT THEY WANTED FROM THEIR HIGH SCHOOL (HS) EXPERIENCES. THESE CONVERSATIONS GAVE XQ INSIGHTS TO INFORM FUTURE SCHOOL DESIGN, IDENTIFY AMBASSADORS, AND AMPLIFY STUDENT VOICES. THROUGH VARIOUS COMMUNICATIONS, XQ HIGHLIGHTED EXEMPLARS IN EDUCATION ACROSS THE COUNTRY TO CONNECT WITH PEOPLE OF ALL AGES AND BACKGROUNDS, AND INSPIRE AND ENCOURAGE WIDESPREAD PARTICIPATION. XQ ALSO RENOVATED A SCHOOL BUS TO CREATE A NATIONWIDE TRAVELING EXHIBIT. THE INTERACTIVE EXPERIENCE INVITED VISITORS TO LEARN ABOUT THE HISTORY OF HS AND VISUALIZE SCHOOLS OF THE FUTURE. THE BUS VISITED 32 STATES. THE TOUR ALSO FOCUSED ON COLLECTING, PRODUCING, AND DISTRIBUTING STORIES FROM COMMUNITIES, TEAMS, AND STUDENTS. XQ PARTNERED WITH PUBLISHERS TO DISTRIBUTE THESE STORIES SO THAT A BROADER AUDIENCE COULD BE INSPIRED TO RETHINK HS. | Description1Txt |
| Expenses1 | $38,308,516 | Expenses1Amt |
| Description2 | SCHOOL DESIGN R&D AND SUPER SCHOOLS - XQ: THE SUPER SCHOOL PROJECT LAUNCHED AS A NATIONAL OPEN CALL FOR TEAMS TO SUBMIT DESIGNS FOR NEW OR REDESIGNED PUBLIC HIGH SCHOOLS. XQ CREATED AN EXTENSIVE SET OF RESOURCES TO SUPPORT PARTICIPANTS, INCLUDING 13 ONLINE KNOWLEDGE MODULES, EACH OFFERING RESEARCH-BASED BEST PRACTICES IN KEY AREAS OF HIGH SCHOOL DESIGN, AND A SERIES OF PODCASTS FEATURING IN-DEPTH CONVERSATIONS WITH EDUCATION LEADERS AND INNOVATORS. NEARLY 10,000 PEOPLE JOINED TEAMS AND XQ RECEIVED 696 PROPOSALS, WHICH WERE ASSESSED BY A DIVERSE PANEL OF JUDGES USING A RIGOROUS RUBRIC. XQ MORE THAN DOUBLED ITS COMMITMENT, AWARDING NEARLY $102 MILLION; $10 MILLION EACH TO 10 TEAMS, AND CLOSE TO $2 MILLION TO THREE ADDITIONAL TEAMS. THE COHORT IS DIVERSE IN SIZE, LOCATION, AND APPROACH, AND INCLUDES DISTRICT AND CHARTER SCHOOLS. EACH TEAM RECEIVES CUSTOMIZED, ONGOING SUPPORT FROM XQ THAT INCLUDES EVALUATION AND PERFORMANCE FRAMEWORKS, SELF-ASSESSMENT TOOLS. | Description2Txt |
| Expenses2 | $4,930,875 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,276,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $314,309 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,590,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,590,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,417,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $570,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,562,496 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $355,500 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $42,917,996 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,917,996 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-06-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,917,996 | CurrentYearAmt |
| Year1 | $25,595,454 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $68,513,450 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,500 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $6,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,911,496 | CurrentYearAmt |
| Year1 | $25,595,454 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $68,506,950 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $380,567 | CurrentYearAmt |
| Year1 | $138,419 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $518,986 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOUNG CHICAGO AUTHORS | |||||||
| 1180 NORTH MILWAUKEE | CHICAGO | IL | 60642 | N/A | PC | GENERAL SUPPORT | $1,000 |
| OLD CATHEDRAL MUSEUM | |||||||
| 209 WALNUT STREET | ST LOUIS | MO | 63102 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FREEDOM ARTS & EDUCATION CENTER | |||||||
| 1114 BACKER ST | ST LOUIS | MO | 63130 | N/A | PC | GENERAL SUPPORT | $500 |
| DELTA HEALTH ALLIANCE | |||||||
| PO BOX 277 | STONEVILLE | MS | 38776 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BB KING MUSEUM | |||||||
| 400 SECOND STREET | INDIANA | MS | 38751 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWSCHOOLS VENTURE FUND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 FRANKLIN STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,406,148 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $262,096 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $262,096 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $799,427 | $516,297 | $283,130 | $283,130 |
| BUS | $604,759 | $269,416 | $335,343 | $335,343 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $382,036 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $382,036 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $16,654 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE DESIGN & DEVELOPMENT | $2,713,508 | $0 | $2,713,508 | $0 |
| INSURANCE | $48,113 | $0 | $48,113 | $0 |
| OFFICE EXPENSES | $346,293 | $0 | $346,293 | $0 |
| COMPUTERS, EQUIPMENT, SOFTWARE | $218,070 | $0 | $218,070 | $0 |
| EMPLOYEE RECRUITMENT/DEVELOPMENT | $140,495 | $0 | $140,495 | $0 |
| BUS & EVENT PRODUCTION | $4,954,287 | $0 | $4,954,287 | $0 |
| PAID MEDIA | $5,946,802 | $0 | $5,946,802 | $0 |
| DOCUMENTARY PRODUCTION | $2,549,643 | $0 | $2,549,643 | $0 |
| BRANDING/PROD. CREATIVE ASSETS | $5,911,531 | $0 | $5,911,531 | $0 |
| DIGITAL PRODUCTION/DIRECTION | $236,608 | $0 | $236,608 | $0 |
| VIDEO PRODUCTION/DIRECTION | $2,415,684 | $0 | $2,415,684 | $0 |
| RESEARCH | $6,200 | $0 | $6,200 | $0 |
| PRINT PRODUCTION | $511,185 | $0 | $511,185 | $0 |
| VIDEO MUSIC & LICENSING | $81,037 | $0 | $81,037 | $0 |
| VIDEO ANIMATION/VISUAL EFFECTS | $8,250 | $0 | $8,250 | $0 |
| EDITORIAL | $212,528 | $0 | $212,528 | $0 |
| OTHER VIDEO PRODUCTION & MEDIA | $1,110,521 | $0 | $1,110,521 | $0 |
| EXEMPT FUNCTION EXPENSES EXCEEDING INCOME | $0 | $0 | -$42,555,996 | $42,555,996 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $14,265 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $14,265 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $50,998 | $0 | $50,998 | $0 |
| CALL CENTER | $163,111 | $0 | $163,111 | $0 |
| HUMAN RESOURCE | $228,863 | $0 | $228,863 | $0 |
| JUDGING & REVIEWERS | $18,910 | $0 | $18,910 | $0 |
| READERS | $325,762 | $0 | $325,762 | $0 |
| TEMPORARY HIRES | $23,991 | $0 | $23,991 | $0 |
| MEDIA-RELATED SERVICES | $761,776 | $0 | $761,776 | $0 |
| CONTENT DEVELOPMENT AND ADVISOR | $4,320,258 | $0 | $4,320,258 | $0 |
| ADVISORY SERVICES | $1,380,297 | $0 | $1,380,297 | $0 |
| PRESS AND MEDIA AFFAIRS | $685,000 | $0 | $685,000 | $0 |
| STRATEGIC COMMUNICATION | $476,739 | $0 | $476,739 | $0 |
| RESEARCH AND EVALUATION | $405,000 | $0 | $405,000 | $0 |
| CAMPAIGN | $383,104 | $0 | $383,104 | $0 |
| STAKEHOLDER ENGAGEMENT | $275,000 | $0 | $275,000 | $0 |
| CONSULTING | $40,822 | $0 | $40,822 | $0 |
| PAYROLL FEES | $4,535 | $0 | $4,535 | $0 |
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