2017-03-10T10:37:50-06:00 2016-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 7037063300 2017-03-10 1 3019519090 2015 2021-01-29 14:40:06Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 30641308 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 20 19 214 19 0 0 3330448 3835071 25287913 26719059 11998 20837 75838 66341 28706197 30641308 96324 684934 0 0 6175378 6682200 0 0 644017 21574379 22787721 27846081 30154855 860116 486453 9373256 11323317 4877464 6338477 4495792 4984840 X THE CLOSE UP FOUNDATION IS A NONPROFIT, NONPARTISAN CITIZENSHIP EDUCATION ORGANIZATION THAT WORKS TO PROMOTE RESPONSIBLE AND INFORMED PARTICIPATION IN THE DEMOCRATIC PROCESS THROUGH EDUCATIONAL PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS. 0 0 15467388 684934 14746809 WASHINGTON HIGH SCHOOL PROGRAM: A SERIES OF PROGRAMS ABOUT GOVERNMENT AND POLITICS IN WASHINGTON, DC FOR SECONDARY SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. 8719679 10448400 WASHINGTON MIDDLE SCHOOL PROGRAM: A SERIES OF SEMINARS IN WASHINGTON, DC ABOUT GOVERNMENT AND POLITICS FOR MIDDLE SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICES WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 1114745 1281945 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 174381 241905 ACADEMIC MATERIALS/PUBLICATIONS 675777 SPEICAL PROGRAMS 850158 241905 26151970 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 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 88 0 1 214 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 40.00 X X 248637 0 12282 JOEL JANKOWSKY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 JENNIFER BENDALL DIRECTOR 1.50 X 0 0 0 THERESA FARIELLO DIRECTOR 1.50 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.50 X 0 0 0 FRANK C DAMRELL JR DIRECTOR 1.50 X 0 0 0 JAMES C DINEGAR DIRECTOR 1.50 X 0 0 0 JANET HALE DIRECTOR 1.50 X 0 0 0 JOHN E SUNUNU DIRECTOR 1.50 X 0 0 0 LINDA E MCMAHON DIRECTOR 1.50 X 0 0 0 MARGERY KRAUS DIRECTOR 1.50 X 0 0 0 TOD COHEN DIRECTOR 1.50 X 0 0 0 WILSON K PIPESTEM DIRECTOR 1.50 X 0 0 0 MICHAEL ANDREWS DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 THOMAS SPULAK DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 40.00 X 215222 0 11307 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 130460 0 4573 MIA CHARITY VP, DEVELOPMENT 40.00 X 137331 0 9238 RACHEL TALBERT VP, PROGRAM & CURRICULUM 40.00 X 130292 0 5777 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 40.00 X 163111 0 14598 JODI MITEVA DIRECTOR, MARKETING & IT 40.00 X 158074 0 13879 SHANNON AHRENS DIRECTOR, SALES & OUTREACH 40.00 X 111378 0 9282 JOHN BRITTON GENERAL COUNSEL 40.00 X 136657 0 6094 SARA EMHOF SENIOR SALES REPRESENTATIVE 40.00 X 102840 0 8373 ANNETTE SHANER BUSINESS ANALYST 40.00 X 105776 0 8105 LINDSAY GREENBERG HEAD OF NEW PRODUCTS & PROGRAMS 40.00 X 108347 0 6741 1748125 0 110249 12 0 1 0 UNITED AIRLINES 233 SOUTH WACKER DRIVE CHICAGO IL 60606 TRANSPORTATION 4260615 MARRIOTT BUSINESS SERVICES 10400 FERNWOOD ROAD BETHESDA MD 20817 LODGING 2407761 AMERICAN AIRLINES PO BOX 619616 DFW AIRPORT TX 75261 TRANSPORTATION 763810 HOLIDAY INN NATIONAL AIRPORT 2650 JEFFERSON DAVID HWY ARLINGTON VA 22202 LODGING 570585 HILTON CRYSTAL CITY NATIONAL AIRPORT 2399 JEFFERSON DAVIS HWY ARLINGTON VA 22202 LODGING 569528 25 1617388 2217683 3835071 TUITION AND FEES 900099 26477154 26477154 ACADEMIC MATERIALS 900099 241905 241905 26719059 20837 20837 MISCELLANEOUS 900099 66341 66341 66341 30641308 26719059 0 87178 684934 684934 1277957 579873 454409 243675 4724536 3461659 1115860 147017 77096 218552 -160493 19037 170216 471095 -347166 46287 432395 432395 1485 1485 50710 50710 473019 126882 312314 33823 618320 579503 8422 30395 242901 152496 87078 3327 394675 323941 49027 21707 8039516 8009391 18451 11674 31647 20674 5746 5227 372170 372170 480865 13825 467040 PROGRAM LODGING 4405067 4405067 PROGRAM MEALS 4037907 4037907 TRANSFERS AND TOURS 1849146 1849146 PROGRAM CULTURAL EVENTS 603621 603604 17 1186672 613421 491420 81831 30154855 26151970 3358868 644017 8818 25296 5183811 5787230 309000 248300 744360 1134812 118585 20464 237887 373716 2997629 1542815 1799381 1454814 557695 2221146 413719 57539 9373256 11323317 3072114 3107801 895470 2422566 909880 808110 4877464 6338477 X 3045019 3623736 1286148 1181479 164625 179625 4495792 4984840 9373256 11323317 486453 2595 0 X 0 1 X 1 1 1 X 5248173 4126153 3197885 3330448 3835071 19737730 5248173 4126153 3197885 3330448 3835071 19737730 3969056 15768674 20357 15658 11059 11998 20837 79909 254218 52217 57355 75838 66341 505969 20323608 120703091 0.77590 0.79550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 30154855 30154855 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 39150 17000 56150 250000 250000 250000 250000 1000000 1500000 164625 15000 570 570 179625 164625 2300 2300 164625 164625 2313 2313 164625 164625 2202 2202 164625 164625 2511 2511 164625 1.00000 0 0 692545 346272 346273 4400 4400 0 2300684 1192143 1108541 1454814 DEFERRED RENTAL ABATEMENT 808110 808110 X 30643903 2595 2595 30641308 0 30641308 30154855 0 30154855 0 30154855 PART V, LINE 4: THE INVESTMENT INCOME IS RESTRICTED TO PROVIDE FELLOWSHIP AWARDS TO TEACHERS AND STUDENTS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2016, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 PRINCE GEORGE COUNTY PUBLIC SCHOOLS 14201 SCHOOL LANE UPPER MARLBORO MD 20772 526000992 GOVERNMENT 284140 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES MIAMI-DADE COUNTY PUBLIC SCHOOLS 1400 NE 2ND AVENUE MIAMI FL 33132 596000572 GOVERNMENT 135780 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES ALGIERS CHARTER SCHOOL ASSOCIATION 3520 GENERAL DEGAULE DRIVE SUITE 2001 NEW ORLEANS LA 70114 203737902 501(C)(3) 105204 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES SKY FOUNDATION 4821 S 72ND AVENUE TULSA OK 74145 731578930 501(C)(3) 101182 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES DISTRICT OF COLUMBIA PUBLIC SCHOOLS 1700 EAST CAPITOL STREET NE WASHINGTON DC 20003 536001131 GOVERNMENT 32742 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES METROPOLITAN REGIONAL CAREER AND TECHNICAL CENTER 325 PUBLIC STREET PROVIDENCE RI 02905 364586634 501(C)(3) 25886 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES 6 0 PART I, LINE 2: THE CLOSE UP MODEL CITIZEN MENTOR PROGRAM FUNDED BY THE DEPARTMENT OF JUSTICE/OFFICE OF JUVENILE JUSTICE DELINQUENCY PREVENTION (OJJDP) WAS DESIGNED TO IMPROVE ACADEMIC PERFORMANCE AND CAREER READINESS FOR AT-RISK AND UNDERSERVED YOUTH BY ESTABLISHING A DIRECT MENTOR RELATIONSHIP WITH A VOLUNTEER, TRAINED MENTOR, AND IMPLEMENTING A STRUCTURED PROGRAM THAT WILL HELP STUDENTS DEVELOP POSITIVE ATTITUDES TOWARDS THEIR COMMUNITY. CLOSE UP IMPLEMENTED ALL MONITORING AND REPORTING REQUIREMENTS OUTLINED BY OJJDP INCLUDING: QUARTERLY PERFORMANCE REPORTING AND DATA COLLECTION, BUDGET AND REIMBURSEMENT DOCUMENTATION, DESK AUDITS, AND SITE VISITS. X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT & CEO 197858 0 50779 0 0 0 6020 0 6262 0 260919 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 174485 0 40737 0 0 0 5267 0 6040 0 226529 0 0 0 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 113374 0 49737 0 0 0 3461 0 11137 0 177709 0 0 0 JODI MITEVA DIRECTOR, MARKETING & IT 96300 0 61774 0 0 0 2950 0 10929 0 171953 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: TIMOTHY DAVIS $50,779 ERIC ADYDAN $40,737 STEPHANIE STARGELL $17,856 MIA CHARITY $25,788 RACHEL TALBERT $15,856 JUSTIN ANDERSEN $49,737 JODI MITEVA $61,774 SHANNON AHRENS $35,312 JOHN BRITTON $774 SARA EMHOF $48,816 ANNETTE SHANER $8,812 LINDSAY GREENBERG $34,850 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 9/26/2014, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. FOR THE CURRENT YEAR'S REVIEW, THE BOARD OBTAINED A STUDY OF OFFICER COMPENSATION THAT WAS USED IN EVALUATING THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2015. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST.