2017-11-14T10:39:31-06:00 2016-12-31 911194016 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2016-01-01 911508191 Alliance for Education ALLI 2063430449 509 Olive Way No 500 Seattle WA 981011726 Lisa Chick CEO 2063430449 2017-11-08 1 Karen L Dunn P00192887 4254544919 2017-11-08 65.158.230.194 2017-11-08 12:37:30 PS P EE9472A6866F5D2CC65667176191C38BB98995E0 2B2DEA4753FF73F509AA69CE98283B1CE794F691 2016 2017-02-10 21:41:12Z Lisa Chick 509 Olive Way No 500 Seattle WA 981011726 3953638 0 X www.AllianceforEd.org X 1996 WA To ensure every child in Seattle Public Schools is prepared for success in college, career and life. 24 24 17 161 0 0 3513904 2992355 496290 400211 559473 462805 -242229 -239702 4327438 3615669 1971253 1818710 0 0 1349356 1338492 0 0 355971 1137659 1076603 4458268 4233805 -130830 -618136 11759812 11107887 579625 599267 11180187 10508620 X Through fundraising, advocacy and civic engagement, the Alliance partners with our city's schools to ensure that every child is prepared for college, career and life. 0 0 1598855 1034228 325405 Since 2008, the Alliance has leveraged over $10 million to help implement the school district's strategic plans. In 2016, the Alliance's strategic work included: Seattle Teacher Residency: The Seattle Teacher Residency (STR) continues to successfully recruit, train and support a diverse pipeline of high quality teachers trained specifically to teach in Seattle's highest need schools. STR's mission is to accelerate student achievement through the preparation, support, and retention of exceptional teachers who reflect the rich diversity in Seattle Public Schools. (See Section O for further details):The STR seeks to reduce the achievement gap for students from historically underperforming schools and increase opportunities for them to succeed in school, career and life. Some highlights of the successes in 2016 include: - More than 1,700 students in 31 Title I schools have benefitted from teachers trained with critical social-emotional and cultural competencies through the STR program. In schools where three or more STR graduates have been teaching for at least a year, students' passing rates increased 8.8% in science and 12.5% in math from 2015 to 2016.- When 23 residents of the 2016 Cohort 4 graduate in August 2017, there will be 97 STR-trained teachers serving thousands of students year after year in high-need public schools in Seattle. 19 Cohort 5 residents will start the program in 2017 which will include 14 months of graduate level coursework and in-classroom apprenticeships.- 90% of the Cohort 1 graduates completed their third year of teaching at the same schools where they started, compared to the national three-year retention rate of 55%.- 93% of the Cohort 2 graduates completed their second year of teaching in the same schools where they started.- 96.5% of the Cohort 3 graduates completed their first year of teaching and will return to the same school next year.- 48% of current Cohort 4 residents are teachers of color compared to 20% of other Seattle Public School teachers in a district where 54% of students are students of color.Other Educational Investments in 2016 included: - Foster Award: An event to award the winner of the Thomas B. Foster Award for Excellence given to an exceptional Principal with $50,000 to use in their school.- Alliance for Education Community Breakfast: A community event celebrating SPS accomplishments and raising funds for our work on behalf of Seattle Public Schools.- STR Welcome Panel: Q&A with STR alumni, residents, mentors, and instructors during the first day of STR Selection Day at the John Stanford Center. - STR Reception: A celebration of Cohort 3's completion of the Seattle Teacher Residency program and an opportunity to welcome Cohort 4. 1439814 784482 74806 Affiliated school activities-The Alliance provides Fiscal Services for over 170 school-support groups including PTAs and other volunteer networks. These groups raise funds for programs in the arts, languages, technology, community service, sports and other areas that enrich the school experience for thousands of local students. In 2016, the Alliance processed and acknowledged more than 4,900 donations on behalf of these grass roots groups, and disbursed over $1.4 million for instructional support, scholarships, awards, materials, trainings, extracurricular programs and other school-related activities. 3038669 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 69 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Amy Ward CFO 2063430449 509 Olive Way No 500 Seattle WA 981011726 Allen Jaime Drozd Director 0.50 X 0 0 0 Banks Pamela Director 0.50 X 0 0 0 Bridge Jonathan Director 2.00 X 0 0 0 Broom Jane Chair 5.00 X X 0 0 0 Chapman Fay Director 1.00 X 0 0 0 Cohen Erle Director 0.50 X 0 0 0 Dailey Mathew Director 0.50 X 0 0 0 Foster Andrea Director 0.50 X 0 0 0 Frank Lynnette Vice Chair, Treasurer 2.00 X X 0 0 0 Gottlieb Steven Director 1.00 X 0 0 0 Hamm Ken Director 1.50 X 0 0 0 Hoff Brad Director 2.00 X 0 0 0 Lange Sheila Edwards Director 0.50 X 0 0 0 Leader Bruce Director 0.50 X 0 0 0 Miles Nathaniel Director 0.50 X 0 0 0 Morgan Chase Director 2.00 X 0 0 0 Ortega Estela Director 0.50 X 0 0 0 Paddock Matthew Vice-Chair, Secretary 2.00 X X 0 0 0 Perry Bridget Director 0.50 X 0 0 0 Thornton Jena Vice-Chair, Development 2.00 X X 0 0 0 Tuan Mia Director 0.50 X 0 0 0 Williams Sherry E Director 0.50 X 0 0 0 Yates Sarah B Director 2.00 X 0 0 0 Zapolsky David Director 0.50 X 0 0 0 Chick Lisa CEO & President (FROM 10/2016) 40.00 X 49550 0 4850 Morris Sara CEO & President (THRU 10/2016) 40.00 X 85431 0 13173 Ward Amy CFO 40.00 X 105000 0 20523 Bier Marisa Director, STR 40.00 X 105000 0 19899 344981 0 58445 2 0 0 1 0 156619 358745 9229 2467762 226579 2992355 Residency Program Svcs 611710 325405 325405 School Activity Svcs 611710 74806 74806 400211 177519 177519 285286 0 285286 285286 285286 85467 358745 329427 -243960 -243960 12800 8542 4258 4258 3615669 400211 0 223103 1676293 1676293 142417 142417 278526 113945 107360 57221 788280 320223 306260 161797 54543 23288 19985 11270 129669 55364 47512 26793 87474 36189 33383 17902 43809 30504 11944 1361 58898 58898 354289 231726 112226 10337 115387 51831 38284 25272 10726 7469 2924 333 113532 44651 48234 20647 133708 123167 7525 3016 140448 129375 7904 3169 35301 13726 15285 6290 5014 2753 1506 755 Business and Excise Tax 38868 21340 11673 5855 Dues, Fees, & Licenses 23545 12927 7071 3547 3078 1481 1191 406 4233805 3038669 839165 355971 717666 335820 2392494 2280549 309849 75883 139736 72225 12970 13811 166769 79406 87611 87363 8080537 8223287 18949 18949 11759812 11107887 179158 146299 178755 170929 64328 62554 147591 206559 9793 12926 579625 599267 X 718445 364719 10304915 9987074 156827 156827 11180187 10508620 11759812 11107887 X -618136 -31556 -21875 X 0 1 X 1 0 X 3712383 4275444 3853742 3513904 2992355 18347828 3712383 4275444 3853742 3513904 2992355 18347828 3724666 14623162 191432 201838 194920 156473 177519 922182 7 500 507 19270517 1580306 0.75880 0.72470 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS - 2013 Amount: $ 7. HONORARIUM - 2014 Amount: $ 200. UNCLAIMED PROPERTY - 2014 Amount: $ 300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8 0 600000 0 530448 0 693172 1 1 0 1 X 7041899 600 418757 334500 69577 58644 6998535 7573433 10850 -33383 372392 73413 63196 7041899 7460252 16155 560911 320410 75716 67759 7573433 6882021 6935 1150411 441827 71423 65865 7460252 6367887 750 829295 185176 68110 62625 6882021 0.00000 0.02240 0.97760 0 0 22931 13425 9506 93958 53511 40447 49880 12470 37410 87363 Capital lease payable 12926 12926 3714271 -31556 -381 -31937 3746208 58898 -189437 -130539 3615669 4385838 211312 211312 4174526 58898 381 59279 4233805 Part IV, Line 2b: Alliance for Education acts as a fiscal agent for the operation of certain programs of other organizations. Funds received for these programs are set aside in the Alliance's books and records for those organizations. Part V, Line 4: The Alliance has several endowments, each with specific purposes. The John Stanford Fund is intended for general support of the mission of the Alliance. The remaining endowment funds are intended to support awards to principals, teachers, students or to provide general support for specific schools or school programs in the Seattle school district. Part XI, Line 2d - Other Adjustments: Stock transfer fees -381. Part XI, Line 4b - Other Adjustments: Special Event Expense -189,437. Part XII, Line 2d - Other Adjustments: Special Event Expenses 189,437. Uncollectible Pledges from Prior Years 21,875. Part XII, Line 4b - Other Adjustments: Stock transfer fees 381. Auction/Dinner 311953 238111 73842 62927 1115 21029 162949 Breakfast 132259 120634 11625 33186 48221 444212 358745 85467 96113 1115 21029 211170 329427 -243960 1 Seattle Public Schools 2445 3rd Avenue South Seattle WA 98134 916001541 Government 1179870 These funds supported District-wide initiatives and individual school programs. University of Washington 129 Schmitz Hall Box 355870 Seattle WA 98195 916001537 Government 380203 Support for the Seattle Teacher Residency program. Ballard High School PTSA 1418 NW 65th Street Seattle WA 98117 911303069 501( c )(3) 12324 General Support for Ballard High School. Center School Community Association 305 Harrison Street Seattle WA 98109 800038130 501( c )(3) 38000 General Support for Center School. Friends of Ingraham High School 1819 N 135th Street Seattle WA 98133 462538697 501( c )(3) 62680 General Support for Ingraham High School. 5 0 Ingraham Performing Arts Scholarships 8 7729 Book Scholarship Friends of Seattle World School Alumni 26 26064 Book Scholarship Ballard HS - J. Amorratanasuchad Scholarship 3 21000 Book Scholarship STR Tuition Reimbursement 19 79254 Nathan Hale Foundation - Benson Scholarship 1 3000 Book Scholarship Men of Queen Ann Scholarship 1 1000 Book Scholarship Naramore Scholarship 1 1000 Book Scholarship Roosevelt Environmental Studies Scholarship 1 370 Book Scholarship Philip B. Swain Fund - Teacher Awards 3 3000 Part I, Line 2: Seattle Public Schools (SPS) was the recipient of 65% of all grant funds awarded in 2016 ($1.18M). Approximately 6% of all grants were made directly to affiliated school groups in support of individual schools ($117k). 21% of total grants were made to other organizations ($380k). The remaining 8% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($142k). Grants to SPS: 49% were awarded as reimbursable grants and 51% as direct grants. Budgets are determined for each reimbursable grant project and SPS submits monthly expense reimbursement requests which are verified against budgeted expenditures before funds are distributed. Direct grants funds are deposited into separate cost center accounts at SPS for the specific purpose of the project and are subject to SPS expenditure policies. Grants to other organizations: During 2016, 100% of grants to other organizations were awarded as reimbursable grants. Budgets are determined for each reimbursable grant project and the organization submits monthly expense reimbursement requests which are verified against budgeted expenditures and project objectives before funds are distributed. Affiliated School Group: Funds are disbursed at the request of advisors for the account. Scholarships and Awards: Scholarships and awards are primarily restricted to support of the recipients higher education and are issued directly to the institution of higher education at which the recipient is enrolled. X X X X 0 0 0 0 0 0 0 0 0 Chick Lisa CEO & President (FROM 10/2016) 49550 0 0 0 0 0 1650 0 3200 0 54400 0 0 0 Morris Sara CEO & President (THRU 10/2016) 85431 0 0 0 0 0 6741 0 6432 0 98604 0 0 0 Ward Amy CFO 105000 0 0 0 0 0 7601 0 12922 0 125523 0 0 0 Bier Marisa Director, STR 105000 0 0 0 0 0 7581 0 12318 0 124899 0 0 0 Part II: All employees of Alliance for Education are actually employees of the Greater Seattle Chamber of Commerce dba Seattle Metropolitan Chamber of Commerce, an unrelated organization. Since the Alliance reimburses the Chamber for an employee's time, compensation and related payroll expenses are reported on Part IX and Part VII of the Form 990. X 14 115935 Fair market value X Auction Items 149 110460 Cost/Selling Price X School Supplies 3 183 Cost 0 0 1 0 Part I, Column (b): The number in column (b) represents the amount of contributions received. Form 990, Part I, Line 6, Volunteers: STR - Selection Day and File Review (20) STR - Advisory (10) Auction/Gala (45) Community Breakfast (25) Board of Directors (27) Emeritus Board (34) Form 990, Part VI, Section A, line 2 Lynnette Frank and Jonathan Bridge have a business relationship. Form 990, Part VI, Section B, line 11b Clark Nuber, an independent accounting firm, prepares the Form 990. The Finance and Audit Committee of the Alliance reviews the Form 990 and it is also emailed to all board members before it is filed with the IRS. Form 990, Part VI, Section B, line 12c Board members review and affirm the conflict of interest policy on an annual basis. Each member is required to disclose any actual or possible conflict of interest and to present all material facts to the board or Executive Committee. After such a disclosure, the interested person shall leave the board or executive committee meeting. The remaining members shall discuss and vote whether a conflict of interest exists. If a conflict is determined to exist, the interested person may make a presentation at the board or Executive Committee meeting, but shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. The chairperson of the board or Executive Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement and after exercising due diligence, a determination shall be made by a majority vote of the disinterested directors on whether the transaction or arrangement is in the best interests of the alliance. Meeting minutes will record the names of persons who made disclosures or who were found to have actual or possible conflicts of interest, the nature of the financial interest, any action taken to determine the presence of a conflict of interest and the board or Executive Committee's decisions. Form 990, Part VI, Section B, line 15 CEO/President: The Governance Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the CEO/President's compensation and performance each year and for evaluating the CEO/President's performance annually in light of these goals and objectives. The Governance Committee utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation. The CFO: The CEO/President is responsible for establishing goals and objectives relevant to compensation and performance for this position. Performance and compensation are reviewed annually. The CEO/President utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation for these positions. Compensation reviews are done on an annual basis with the last review on October 1, 2016. Form 990, Part VI, Section C, line 19 Audited financial statements, annual reports and Form 990s for at least the past three years are made available on the organization's website. They are also available by request. Governing documents and conflict of interest policies are available upon request to the executive assistant. Form 990, Part XI, line 9: Uncollectible Pledges from Prior Years -21,875.