2017-07-17T12:37:08-05:00 2016-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-09-01 521383374 HIGHER ACHIEVEMENT PROGRAM INC HIGH 2023757738 1750 COLUMBIA ROAD NW WASHINGTON DC 20009 LYNSEY WOOD JEFFRIES CHIEF EXECUTIVE OFFICER 2023757738 2017-07-17 1 DAVID TRIMNER CPA P00444822 5712279500 2015 2021-01-29 14:40:06Z LYNSEY WOOD JEFFRIES 1750 COLUMBIA ROAD NW WASHINGTON DC 20009 11277072 0 X WWW.HIGHERACHIEVEMENT.ORG X 1985 DC PROVIDE AFTER SCHOOL AND SUMMER ACADEMIC ENRICHMENT IN UNDERSERVED AREAS OF DC, VA, PA & MD. 16 16 292 500 0 0 8735237 10979904 0 0 299 143 53580 134107 8789116 11114154 0 0 0 0 4972071 6480636 0 0 851094 2621500 3593057 7593571 10073693 1195545 1040461 8198373 9254723 1936878 1956859 6261495 7297864 X HIGHER ACHIEVEMENT CLOSES THE OPPORTUNITY GAP DURING THE PIVOTAL MIDDLE SCHOOL YEARS. BY LEVERAGING THE POWER OF COMMUNITIES, HIGHER ACHIEVEMENT'S PROVEN MODEL PROVIDES A RIGOROUS YEAR-ROUND LEARNING ENVIRONMENT, CARING ROLE MODELS, (CONTINUED ON SCHEDULE O).AND A CULTURE OF HIGH EXPECTATIONS, RESULTING IN COLLEGE-BOUND SCHOLARS WITH THE CHARACTER, CONFIDENCE, AND SKILLS TO SUCCEED. 0 0 6537357 OUT OF SCHOOL TIME EDUCATION: PROVIDE AFTER SCHOOL AND SUMMER ACADEMIC ENRICHMENT IN UNDERSERVED AREAS OF WASHINGTON, DC, VIRGINIA, PENNSYLVANIA AND MARYLAND. HIGHER ACHIEVEMENT SERVES OVER 1,200 MIDDLE SCHOOL SCHOLARS IN GRADES 5-8. SERVICES INCLUDE HOMEWORK HELP, ACTIVITIES, EVENING MEALS AND MENTORING THREE NIGHTS PER WEEK DURING THE ACADEMIC YEAR AND SIX WEEKS OF RIGOROUS ACADEMIC WORK DURING THE SUMMER. SUMMER ACADEMY IS 8 HOURS PER DAY FIVE DAYS PER WEEK AND INCLUDES TWO MEALS PER DAY. THE PROGRAM IS FREE TO THE FAMILIES. STUDENTS IMPROVE ON STANDARDIZED TESTS, GRADES, AND CONFIDENCE, AND ARE PLACED IN TOP HIGH SCHOOLS. 95% OF GRADUATES FINISH HIGH SCHOOL ON TIME. 6537357 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 292 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD PA VA X RAJ KAPUR 2023757738 1750 COLUMBIA ROAD NW WASHINGTON DC 20009 MITCHELL SCHEAR CHAIR 3.00 X X 0 0 0 ANNIE LINEHAN CZERWINSKI VICE CHAIR 3.00 X X 0 0 0 CHRIS LEECH TREASURER & FINANCE CHAIR 3.00 X X 0 0 0 JOHN BOOCHEVER SECRETARY & GOVERNANCE CHAIR 3.00 X X 0 0 0 GARY THOMPSON EX OFFICIO/GENERAL COUNSEL 2.00 X 0 0 0 MICHAEL KAGAN BOARD MEMBER & FUND DEV. CHAIR 2.00 X 0 0 0 DAVID FARRELL BOARD MEMBER 2.00 X 0 0 0 JOSHUA B RALES BOARD MEMBER 2.00 X 0 0 0 LAMONT GORDON BOARD MEMBER 2.00 X 0 0 0 MARK DEBORD BOARD MEMBER 2.00 X 0 0 0 NICOLE GALLANT BOARD MEMBER 2.00 X 0 0 0 RAJ SHARMA BOARD MEMBER 2.00 X 0 0 0 RICHARD ENGLAND BOARD MEMBER 2.00 X 0 0 0 SARAH LATTERNER PARKER BOARD MEMBER 2.00 X 0 0 0 SHERRY RHODES BOARD MEMBER 2.00 X 0 0 0 TARIQ WEST BOARD MEMBER 2.00 X 0 0 0 GENE PINKARD 0901-093015 BOARD MEMBER 2.00 X 0 0 0 PETER HORST 0901-093015 BOARD MEMBER 2.00 X 0 0 0 SAMEER BHARGAVA 0901-093015 BOARD MEMBER 2.00 X 0 0 0 SANDRA MOHR UNTIL 022016 CONTROLLER 45.00 X 112037 0 7555 LYNSEY WOOD JEFFRIES CHIEF EXECUTIVE OFFICER 45.00 X 162315 0 10478 RAJ KAPUR START 071516 CHIEF FINANCIAL OFFICER 45.00 X 0 0 0 JESSICA RICHARDSON WALBRIDGE CHIEF OPERATING OFFICER 45.00 X 53193 0 1893 327545 0 19926 3 0 1 0 MDRC 1990 M STREET NW SUITE 340 WASHINGTON DC 20036 EXTERNAL EVALUATOR 609384 CROSS & JOFTUS 8610 RIDGE ROAD BETHESDA MD 20817 CURRICULUM DEVELOPER 212500 BARON TOURS PO BOX 1662 FALLS CHURCH VA 22041 TRANSPORTATION 148713 CONCENTUSNET PO BOX 400 MCLEAN VA 22101 IT CONSULTANT 141197 ACHIEVEMISSION 6052 SOUTH MOLINE WAY ENGLEWOOD CO 80111 HUMAN CAPITAL PLAN CONSULTANT 105711 5 1319856 3284953 6375095 227650 10979904 143 143 296133 1319856 162918 133215 133215 892 892 892 11114154 0 0 134250 509718 374514 82048 53156 5036735 3695754 821904 519077 129547 97300 16107 16140 756926 568511 94111 94304 47710 35834 5932 5944 82699 82699 35364 35364 813146 528112 180429 104605 40967 36321 233 4413 189509 96488 91412 1609 133877 90461 43416 256696 182595 74101 80816 57167 21245 2404 74152 35708 8372 30072 26509 26509 167591 34537 133054 71456 71456 BAD DEBT EXPENSE 859135 0 859135 SCHOOL EXPENSES 458999 458999 EDUCATIONAL SUPPLIES 82242 82242 ELECTIVE PROGRAMS 74348 74348 145551 88466 37715 19370 10073693 6537357 2685242 851094 1770590 766992 629093 1863616 2732557 3666133 74046 50457 4409910 1539968 2988431 2869942 33927 3656 3656 8198373 9254723 895522 758190 264415 473300 751840 725322 25101 47 1936878 1956859 X 3944045 4347289 2317450 2950575 6261495 7297864 8198373 9254723 1040461 -4092 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 786643 786643 2509238 583916 1925322 255155 185687 69468 858874 770365 88509 2869942 LINE OF CREDIT 47 47 X 10373157 -4092 105524 -859135 -757703 11130860 -16706 -16706 11114154 9336788 105524 16706 122230 9214558 859135 859135 10073693 PART X, LINE 2: HIGHER ACHIEVEMENT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015, NO ACCRUAL FOR BUSINESS INCOME TAXES WAS NECESSARY. HIGHER ACHIEVEMENT EVALUATED TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. HIGHER ACHIEVEMENT'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT LOSS -859,135. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -16,706. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 16,706. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT LOSS 859,135. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION CUSTOMARILY DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND FOLLOWS RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEDERAL AND STATE FUNDING FROM THE DEPARTMENT OF EDUCATION I3 & 21ST CENTURY GRANTS. ANNUAL GALA 1547145 1257612 289533 26330 71310 72 48500 FUNDRAISING BREAKFAST 68844 62244 6600 7212 2700 6794 1615989 1319856 296133 33542 74010 72 55294 162918 133215 X X X X X 1 0 0 0 0 0 0 0 0 LYNSEY WOOD JEFFRIES CHIEF EXECUTIVE OFFICER 158875 0 3440 0 0 0 8116 0 2362 0 172793 0 0 0 PART I, LINE 4A SANDRA MOHR, CONTROLLER OF THE ORGANIZATION RECEIVED SEVERANCE PAYMENT OF $58,571. X 6 207650 FMV X DELL LAPTOPS 30 20000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS AND THE PRINCIPAL OFFICERS OF HIGHER ACHIEVEMENT PROGRAM, INC. ALL CONFLICT OF INTEREST DISCUSSIONS ARE DOCUMENTED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON IS REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF THEIR FINANCIAL INTEREST TO THE DIRECTORS OR COMMITTEE MEMBERS CONSIDERING THE PROPOSED TRANSACTION. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DISCUSS THE MATTER AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. THE CHAIR OF THE BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY ATTAINABLE, THE DISINTERESTED MEMBERS OF THE BOARD OR COMMITTEE DETERMINE WHETHER TO ENTER INTO THE TRANSACTION. IF THE BOARD OR A COMMITTEE HAS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THAT MEMBER HAS AN OPPORTUNITY TO EXPLAIN THE SITUATION. IF, UPON FURTHER INVESTIGATION, IT IS DETERMINED THAT THE BOARD MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE CHIEF EXECUTIVE OFFICER (CEO)'S COMPENSATION ANNUALLY. INCREASES ARE BASED ON SUBJECTIVE PERFORMANCE EVALUATIONS BY THE COMMITTEE, TAKING INTO CONSIDERATION DATA OF COMPARATIVE POSITIONS IN LIKE ORGANIZATIONS. ALL OTHER EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY AND INCREASES ARE GRANTED BASED ON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 HIGHER ACHIEVEMENT DOES NOT MAKE ITS GOVERNING DOCUMENTS OPEN TO THE PUBLIC. THE ORGANIZATION POSTS ITS AUDITED ANNUAL FINANCIAL STATEMENTS ON ITS WEBSITEAND WILL MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.