2017-08-14T16:43:14-05:00 2016-09-30 770051130 ABBOTT STRINGHAM & LYNCH 1530 MERIDIAN AVE 2ND FLR SAN JOSE CA 95125 990 2015-10-01 204781979 CONNECTED THE CALIFORNIA CENTER FOR COLLEGE AND CAREER CONN 5108494945 2150 SHATTUCK AVENUE NO 1200 BERKELEY CA 94704 SHERYL JONES CHIEF FINANCIAL OFFICER 5108494945 2017-08-11 1 SHEBA B DALANEY P00351252 4083778700 2017-08-11 2015 2021-01-29 14:40:06Z GARY HOACHLANDER 2150 SHATTUCK AVENUE NO 1200 BERKELEY CA 94704 6670350 0 X WWW.CONNECTEDCALIFORNIA.ORG X 2006 CA CONNECTED: THE CALIFORNIA CENTER FOR COLLEGE AND CAREER IS DEDICATED TO ADVANCING PRACTICE, POLICY, AND RESEARCH AIMED AT HELPING YOUNG PEOPLE PREPARE FOR BOTH COLLEGE AND CAREER THROUGH LINKED LEARNING - A HIGH SCHOOL IMPROVEMENT APPROACH 6 6 37 8 0 0 6063806 4207150 2039055 2449872 875 828 46056 12500 8149792 6670350 0 2180000 0 0 4474202 4288966 0 0 6906 3660727 3569020 8134929 10037986 14863 -3367636 8899765 6846802 1798050 3112723 7101715 3734079 CONNECTED PARTNERS WITH SCHOOL, DISTRICT, AND COMMUNITY LEADERS TO TRANSFORM EDUCATION THROUGH LINKED LEARNING PATHWAYS SO THAT ALL STUDENTS, REGARDLESS OF BACKGROUND, ARE PREPARED TO SUCCEED IN COLLEGE, CAREER, COMMUNITY, AND LIFE. 0 0 6652541 2180000 5892237 DISTRICT AND SITE LEADERSHIP DEVELOPMENT: CONNECTED PARTNERS WITH SCHOOL DISTRICTS AND SURROUNDING COMMUNITIES TO DEVELOP A SYSTEM OF HIGH QUALITY LINKED LEARNING PATHWAYS PREPARING STUDENTS FOR BOTH COLLEGE AND CAREER. SERVICES INCLUDE NEEDS AND CAPACITY ASSESSMENT, PLANNING, COACHING, AND LEADERSHIP DEVELOPMENT. 1725912 447891 LEARNING, TEACHING, AND PATHWAY DEVELOPMENT: CONNECTED ASSISTS EDUCATION LEADERS IN GRADUATE PROFILE DEVELOPMENT, PATHWAY DESIGN, PATHWAY IMPLEMENTATION, INTEGRATED CURRICULUM AND PERFORMANCE ASSESSMENT, IMPROVING INSTRUCTIONAL IMPACT, AND DATA-INFORMED CONTINUOUS IMPROVEMENT. 282744 282744 DIGITAL LEARNING AND MEDIA: CONNECTED PROVIDES ONLINE SUPPORT FOR LINKED LEARNING THROUGH CONNECTED STUDIOS, WHICH CONTAINS A SUITE OF CLOUD-BASED SOFTWARE PROGRAMS THAT ALLOWS ADMINISTRATORS, EDUCATORS, STUDENTS AND EMPLOYERS TO COLLABORATE AND LEARN TOGETHER AS THEY BUILD HIGH QUALITY PATHWAYS THAT RESULT IN IMPROVED STUDENT LEARNING OUTCOMES. 8661197 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERYL D JONES 5106658220 2150 SHATTUCK AVENUE STE 1200 BERKELEY CA 94704 RICHARD WHITMORE DIRECTOR 1.00 X 0 0 0 MILTON CHEN DIRECTOR 1.00 X 0 0 0 EDWIN DIAZ DIRECTOR 1.00 X 0 0 0 BRIAN DRISCOLL DIRECTOR 1.00 X 0 0 0 KARINA EDMONDS DIRECTOR 1.00 X 0 0 0 KENNETH NOONAN DIRECTOR 1.00 X 0 0 0 DAN VARNER DIRECTOR 1.00 X 0 0 0 JEFFREY FISHER DIRECTOR 1.00 X 0 0 0 GARY HOACHLANDER PRESIDENT 40.00 X 353982 0 75900 BRADLEY STAM VICE PRESIDENT 40.00 X 263142 0 50712 SHERYL JONES CFO 32.00 X 69491 0 11506 ROB ATTERBURY DIRECTOR, REGIONAL LINKED 40.00 X 198689 0 60767 DAVID YANOFSKY DIRECTOR, MEDIA & YOUTH DE 40.00 X 169534 0 29348 JENNIFER LUTZENBERGER-PHILLIPS DIRECTOR, LT&PD 40.00 X 157367 0 27450 DAPHANNIE STEPHENS DIRECTOR, COACHING 40.00 X 144658 0 28461 SANDE SMITH DIRECTOR, COMMUNICATIONS 40.00 X 144088 0 31714 TAMIKA MCGRAW DIRECTOR, EQUITY AND IMPACT 40.00 X 140112 0 26006 KENTARO IWASAKI ASSOCIATE DIRECTOR 40.00 X 136879 0 27573 CARL TAIBL FORMER CFO 40.00 X 100023 0 8134 1877965 0 377571 11 1 1 0 RTI INTERNATIONAL 3040 EAST CORNWALLIS ROAD RESEARCH TRIANGLE PARK NC 27709 RESEARCH AND ANALYSIS 597755 TERRY ROSS 574 VIA APPIA WALNUT CREEK CA 94598 CONSULTING 169500 SRI INTERNATIONAL 1 S ALMADEN BLVD 650 SAN JOSE CA 95113 RESEARCH AND ANALYSIS 125961 3 4207150 4207150 FEES FOR SERVICES 900099 2449872 2449872 2449872 828 828 OTHER INCOME 900099 12500 12500 12500 6670350 2462372 0 828 2180000 2180000 1327802 1146980 180822 1637416 1072016 560694 4706 1073512 803352 268454 1706 250236 187263 62576 397 144 144 55500 19000 36500 15591 10914 4677 108622 80826 27796 221492 145434 76058 296341 282284 14057 121397 111185 10212 333564 323333 10231 13180 13180 EDUCATION SUBCONTRACTOR 1186774 1186774 EDUCATION CONSULTANTS 1032321 980191 52130 OTHER 133505 101602 31903 TELEPHONE 21957 15370 6530 57 28632 14673 13919 40 10037986 8661197 1369883 6906 -194384 370979 1955841 1701662 5975983 3433594 642726 1162598 27901 19578 1109478 955037 482848 154441 8850 3950 8899765 6846802 1173053 1336371 514998 1566469 109999 209883 1798050 3112723 X 138853 280347 6962862 3453732 7101715 3734079 8899765 6846802 -3367636 0 X X 0 1 X 1 1 1 X 7878775 10565644 9630722 6063806 4207150 38346097 7878775 10565644 9630722 6063806 4207150 38346097 26671018 11675079 47759 17683 4985 875 828 72130 2351 7400 2446 46056 12500 70753 38488980 6314330 0.30330 0.20700 X PART II, SECTION C, LINE17A FACTS AND CICRUMSTANCES TEST: THE ORGANIZATION MEETS THE FOLLOWING REQUIREMENTS FOR SATISFYING THE FACTS AND CIRCUMSTANCES PUBLIC SUPPORT TEST UNDER TREASURY REGULATIONS SECTION 1.170A-9T(F)(3): FIRST, CONNECTED MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, AND OTHER PUBLIC CHARITIES. DURING FISCAL YEARS BEGINNING IN 2006-2015, CONNECTED RECEIVED CONTRIBUTIONS FROM OVER 35 DISTINCT INDIVIDUAL, CORPORATE, FOUNDATION, GOVERNMENTAL AND PUBLIC CHARITY DONORS, EXCLUDING TWO LARGE DONORS, ANNUAL DONATIONS HAVE RANGED IN SIZE FROM $1,000 TO $950,000. THE DONATIONS HAVE COME PRIMARILY AS A RESULT OF EXTENSIVE ONE-ON-ONE DEVELOPMENT EFFORTS LED BY THE CONNECTED STAFF. SECOND, CONNECTED'S BOARD OF DIRECTORS IS COMPRISED OF BUSINESS, FOUNDATIONS AND EDUCATION INDUSTRY LEADERS REPRESENTING THE BROAD INTERESTS OF THE PUBLIC. EACH DIRECTOR HAS SPECIAL KNOWLEDGE OR EXPERTISE RELEVANT TO CONNECTED'S CHARITABLE MISSION. FINALLY, CONNECTED'S PUBLIC SUPPORT TEST FOR THE FIVE YEAR PERIOD THROUGH SEPTEMBER 30, 2016 OF OVER 30 PERCENT IS WELL IN EXCESS OF TEN PERCENT AND INCLUDES SUPPORT FROM GOVERNMENTAL UNITS OF OVER 6 PERCENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5381 5381 0 1104097 949656 154441 154441 X 6670350 0 6670350 0 6670350 10037986 0 10037986 0 10037986 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED SEPTEMBER 30, 2013 THROUGH 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED SEPTEMBER 30, 2012 THROUGH 2016 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. 1 COLUMBUS STATE COMMUNITY COLLEGE 550 EAST SPRING STREET COLUMBUS OH 43215 310729591 501(C)(3) 400000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. ALIGNMENT ROCKFORD 815 N CHURCH STREET ROCKFORD IL 61103 271329316 501(C)(3) 400000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. DISTRICT 214 EDUCATION FOUNDATION 2121 S GOEBBERT RD ARLINGTON HEIGHTS IL 60005 363425698 501(C)(3) 400000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. FOUNDATION FOR MADISON'S PUBLIC SCHOOLS 101 NOB HILL RD NO 300 MADISON WI 53713 392043104 501(C)(3) 400000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. EDUCATION SYSTEMS CENTER NORTHERN ILLINOIS UNIVERSITY 148 N 3RD STREET DEKALB IL 60115 501(C)(3) 230000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. JOBS FOR THE FUTURE INC 88 BROAD STREET 8TH FLOOR BOSTON MA 02110 061164568 501(C)(3) 350000 TO IMPLEMENT A SYSTEM OF LINKED LEARNING THROUGH MULTIPLE PATHWAYS. 6 PART I, LINE 2: PERIODIC GRANT REPORTS ARE REQUIRED FROM GRANTEES AND GRANTEE ORGANIZATIONS ARE SUBJECT TO INDEPENDENT AUDIT. 1 X 0 0 0 0 0 0 0 0 0 GARY HOACHLANDER PRESIDENT 353982 0 0 0 0 0 24779 0 51121 0 429882 0 0 0 BRADLEY STAM VICE PRESIDENT 263142 0 0 0 0 0 18420 0 32292 0 313854 0 0 0 ROB ATTERBURY DIRECTOR, REGIONAL LINKED 198689 0 0 0 0 0 13908 0 46859 0 259456 0 0 0 DAVID YANOFSKY DIRECTOR, MEDIA & YOUTH DE 169534 0 0 0 0 0 11867 0 17481 0 198882 0 0 0 JENNIFER LUTZENBERGER-PHILLIPS DIRECTOR, LT&PD 157367 0 0 0 0 0 11016 0 16434 0 184817 0 0 0 DAPHANNIE STEPHENS DIRECTOR, COACHING 144658 0 0 0 0 0 10126 0 18335 0 173119 0 0 0 SANDE SMITH DIRECTOR, COMMUNICATIONS 144088 0 0 0 0 0 10086 0 21628 0 175802 0 0 0 TAMIKA MCGRAW DIRECTOR, EQUITY AND IMPACT 140112 0 0 0 0 0 9808 0 16198 0 166118 0 0 0 KENTARO IWASAKI ASSOCIATE DIRECTOR 136879 0 0 0 0 0 18187 0 9386 0 164452 0 0 0 CARL TAIBL FORMER CFO 100023 0 0 0 0 0 0 0 8134 0 108157 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED THEN APPROVED BY THE PRESIDENT AND CFO. UPON THEIR APPROVAL, THE INFORMATIONAL RETURN IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE AFFIRMATIONS ARE SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED BENCHMARK DATA OF COMPARABLE ORGANIZATIONS AND REVIEWED IRS 990 FORMS OF COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE BOARD REGARDING THE SELECTION AND RETENTION OF INDEPENDENT AUDITORS TO CONDUCT THE ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THE AUDIT COMMITTEE IS ALSO RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, CONFERRING WITH THE AUDITOR REGARDING THE RESULTS OF THE AUDIT, APPROVAL OF THE AUDIT REPORT AND APPROVAL OF ANY NON-AUDIT SERVICES TO BE PROVIDED BY THE AUDIT FIRM. THIS PROCESS IS THE SAME AS IT WAS IN THE PRIOR YEAR.