2017-07-17T15:01:37-05:00 2016-09-30 363990892 Capin Crouse LLP 3010 Saturn Street Suite 205 Brea CA 92821 990 2015-10-01 270892545 Edify EDIF 8554633439 8825 Aero Drive No 220 San Diego CA 92123 Chris Fenton CFO/SVP 6198840099 2017-07-17 1 Daren Daiga P00747006 7149619300 2015 2021-01-29 14:40:06Z Christopher Crane 8825 Aero Drive No 220 San Diego CA 92123 4961385 0 X www.edify.org X 2009 CA To bring Jesus Christ to children through better academic education. 7 5 25 12 0 0 4463466 4821076 23497 40816 1857 1758 0 0 4488820 4863650 656642 1031658 0 0 1313027 1581977 0 0 851333 1688996 2273291 3658665 4886926 830155 -23276 2511679 2533298 102661 146106 2409018 2387192 X To improve and expand sustainable, Christ-centered education globally. 0 0 3712370 1031658 40816 Edify is focused on delivering 4 key resources to help Christian edupreneurs lift their communities out of poverty:1.Training school leaders and teachers to use Christ-centered materials to develop character in students.2.Training school leaders to effectively manage and to grow sustainable and transformational schools.3.Providing loan capital to expand and improve facilities at low-fee, sustainable, Christ-centered schools.4.Integrating educational technology to enhance learning outcomes and employability. Persons served in fiscal year 2016 - 384,514 Comprised of 379,733 children, 2,458 teachers, 2,323 Edupreneurs.Schools served in fiscal year 2016 - 1,155 in 8 developing world countries 3712370 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 25 1 0 1 GH RW 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL IL MA MN NJ PA OK OR TN X X Chris Fenton 8554633439 8825 Aero Drive No 220 San Diego CA 92123 X Christopher Crane Chairman and CEO 40.00 X X 37440 0 24413 Peter Greer Vice Chairman 1.00 X X 0 0 0 George T Dawson President & Board Member 50.00 X X 145000 0 0 Dale Dawson Audit Committee Chairman 1.00 X 0 0 0 Debbie Hall Board Member 1.00 X 0 0 0 Marnie Nair Board Member 1.00 X 0 0 0 Kurt Knapton Board Member 1.00 X 0 0 0 Terry Looper part year Board Member 1.00 X 0 0 0 Chris Fenton SVP Operations & CFO 50.00 X 95000 0 16544 Vanessa Folsom VP Operations & Secretary 50.00 X 92323 0 10005 Abigail Bach VP Program Strategy & Phil 40.00 X 120000 0 13035 489763 0 63997 2 0 0 0 Dr Makonen Getu 38 Arlington Dr Oxford UK OX3 OSJ See Schedule O 101909 1 4821076 127275 4821076 Training programs 900099 40816 40816 40816 1758 1758 97735 97735 0 0 4863650 40816 0 1758 X 1031658 1031658 376813 232235 89010 55568 945832 331434 129839 484559 160786 53704 26988 80094 98546 41943 16418 40185 5412 175 5237 19052 19052 889253 887221 711 1321 30247 30247 134674 89522 9699 35453 110140 98866 1619 9655 75255 58231 9989 7035 509012 412251 7668 89093 17799 8121 2250 7428 14214 12157 1125 932 3297 3297 Edupreneur Training 229573 229573 Teacher Training 122835 122835 Student Training 86034 86034 26494 16410 321 9763 4886926 3712370 323223 851333 2078831 2194345 205933 67470 93246 147077 103306 59574 26977 43732 57785 35006 48907 45668 2511679 2533298 102661 140653 0 5453 102661 146106 X 1521459 1072773 887559 1314419 2409018 2387192 2511679 2533298 -23276 1450 0 X X 0 1 X 1 0 X 3261331 3917887 4149045 4463466 4821076 20612805 3261331 3917887 4149045 4463466 4821076 20612805 989933 19622872 25381 2223 3426 1857 1758 34645 20647450 87781 0.95040 0.96070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103306 59574 43732 43732 Other long term liablities 5453 5453 X 5000167 136517 136517 4863650 0 4863650 5021993 135067 135067 4886926 0 4886926 Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of September 30, 2016 and 2015, Edify had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. Edify files information tax returns in the U.S. and California. Edify is subject to income tax examinations for the current year and certain prior years based on the applicable laws and regulations. 1 Sub-Saharan Africa 0 6 Grants to Recipients Located in Region 1051799 Central America and the Caribbean 0 1 Grants to Recipients Located in Region -59326 South America 0 1 Grants to Recipients Located in Region 39185 Central America and the Caribbean 1 11 Program Services Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools 428493 South America 0 1 Program Services Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools 89052 Sub-Saharan Africa 4 27 Program Services Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools 1395224 South Asia 0 1 Program Services Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools 1696 5 48 0 0 5 48 2946123 0 2946123 Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools 249296 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools 222046 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools. 143500 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools. 131627 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools. 120000 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools. 100000 Wire Transfer USD Sub-Saharan Africa Grants for loans to finance construction and improvements to low fee independent Christian schools. 80425 Wire Transfer USD South America Grants for loans to finance construction and improvements to low fee independent Christian schools 36275 Wire Transfer USD Central America and the Caribbean Grants for loans to finance construction and improvements to low fee independent Christian schools 19016 Wire Transfer USD Central America and the Caribbean Grant to finance Christian training of school leaders and teachers. 15000 Wire Transfer USD 6 3 0 0 0 0 0 0 Part I, Line 2: All the institutions that are given funding are visited either quarterly or semi-annually by Edify executives to ensure the funds are being allocated according to their agreement with Edify. Edify also receives quarterly field reports from the funding recipients. Part I, line 3: Foreign partners that receive funding from Edify for training activities and loans to schools are required to submit an accounting of expenses on a monthly or quarterly basis. For specific training events the budget is approved in advance with a final reconciliation of actual to budgeted expenses upon completion. All travel expenses of Edify staff and agents overseas are accounted for with expense reports and supporting documentation. The accrual method of accounting is used for all transactions. Schedule F, Part I, Line 3, Column (f) The total grant amount to Central America is a negative number because it includes funds granted to a partner organization in Central America during a previous reporting period that were returned to the organization. The funds were returned because the partner organization reduced the size of the school loan program for which the funds were originally granted. X 10 97735 FMV-Securities Sales X Training costs 1 21896 FMV X Software 13 7644 FMV-Similar Sales 0 1 0 Part I, Column (b): The contributions reported are the number of contributions received. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm and then provided to the CEO, CFO, and Board of Directors to review prior to filing. After the return is thoroughly reviewed, it is given back to the CPA for filing with the IRS. Form 990, Part VI, Section B, line 12c Edify requires officers, directors, senior management team and key employees to disclose in writing information regarding their interests and those of their family members that could give rise to conflicts of interest or an appearance of impropriety. Written disclosures are updated at least annually. Actual or potential conflicts of interest will be reviewed by the CEO, Chairman or Vice Chairman of the Board, and then presented to the Governance, Nominating and Compensation Committee. Persons with a disclosed actual or potential conflict will be prohibited from participating in deliberations and decisions by the Governing Board or Governance, Nominating and Compensation Committee. If a conflict is proved to exist, the person with the conflict will be asked to discontinue such action/relationship or otherwise remove such conflict. Form 990, Part VI, Section B, line 15 Compensation is set by the CEO based on industry standards for all employees except for himself. The independent board, after reviewing compensation committee recommendations based upon industry standards and published non-profit surveys for comparable positions, approves any salaries over $100,000 and benefits for the CEO, and that approval is documented in the minutes. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are made available upon request. Form 990, Part VII, Section B, Line 1, Column (B) Strategy and oversight of global Christian transformation programs and program assessement. Form 990, Part IX, line 11g Other: Program service expenses 14,994. Management and general expenses 711. Fundraising expenses 1,321. Total expenses 17,026. Program contract workers: Program service expenses 754,379. Management and general expenses 0. Fundraising expenses 0. Total expenses 754,379. Program consultants: Program service expenses 79,025. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,025. Program Education Research: Program service expenses 37,484. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,484. Payroll Services: Program service expenses 1,339. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,339. Form 990, Part XI, Line 2c: The organization has an audit committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year.