2017-11-07T16:21:32-06:00 2016-12-31 954825872 FAMILY OFFICE FINANCIAL SERVICES LLC 2121 AVE OF THE STARS STE 3000 LOS ANGELES CA 90067 990 2016-01-01 202692176 THE BROAD CENTER BROA 3109545080 2121 AVENUE OF THE STARS NO 3000 LOS ANGELES CA 90067 BECCA BRACY KNIGHT EXECUTIVE DIRECTOR 3109545080 2017-11-07 CINDY S QUANE P01323477 3109545025 38.93.38.50 2017-11-07 14:20:41 PS P 3F5868B502132059B523C31134B818B2C8C39978 3F5868B502132059B523C31134B818B2C8C39978 2016 2021-01-29 14:40:06Z BECCA BRACY KNIGHT 2121 AVENUE OF THE STARS NO 3000 LOS ANGELES CA 90067 13288980 0 X WWW.BROADCENTER.ORG X 2005 CA OUR MISSION IS TO RAISE STUDENT ACHIEVEMENT BY RECRUITING, TRAINING AND SUPPORTING LEADERSHIP TALENT FROM ACROSS AMERICA TO TRANSFORM URBAN SCHOOL SYSTEMS. 9 8 50 0 -323425 -25327 4000000 13800000 0 0 479836 9082 -7638 -520102 4472198 13288980 1785249 1875203 0 0 4391640 4434988 0 0 0 6661600 7509426 12838489 13819617 -8366291 -530637 7050807 6588888 972416 793400 6078391 5795488 OUR MISSION IS TO RAISE STUDENT ACHIEVEMENT BY RECRUITING, TRAINING AND SUPPORTING LEADERSHIP TALENT FROM ACROSS AMERICA TO TRANSFORM URBAN SCHOOL SYSTEMS. 0 0 2906043 THE BROAD ACADEMY IS AN ADVANCED DEVELOPMENT PROGRAM THAT IDENTIFIES AND PREPARES EXPERIENCED LEADERS TO SUCCESSFULLY TRANSFORM URBAN PUBLIC EDUCATION SYSTEMS. 5512837 1875203 THE BROAD RESIDENCY IS A LEADERSHIP DEVELOPMENT PROGRAM THAT TRAINS EMERGING LEADERS FOR SENIOR MANAGEMENT POSITIONS IN LARGE URBAN SCHOOL SYSTEMS. IN ADDITION TO PLACING QUALIFIED PARTICIPANTS INTO FULL-TIME HIGH-LEVEL MANAGERIAL POSITIONS IN SCHOOL DISTRICTS, CHARTER MANAGEMENT ORGANIZATIONS AND FEDERAL/STATE DEPARTMENTS OF EDUCATION, THE ORGANIZATION PROVIDES GRANTS TO HELP THESE SYSTEMS COMPENSATE THE RESIDENTS FOR ON-THE-JOB TRAINING. 1817289 ALUMNI & NETWORK IMPACT IS A PROGRAM THAT HAS EMERGED FROM BOTH THE BROAD RESIDENCY AND THE BROAD ACADEMY TO PROVIDE SERVICES DESIGNED TO STRENGTHEN AND LEVERAGE THE CENTER'S GROWING NETWORK OF PARTICIPANTS AND ALUMNI. ALUMNI & NETWORK IMPACT PROVIDES CAREER COACHING AND SERVICES TO HELP PARTICIPANTS AND ALUMNI FIND LEADERSHIP ROLES IN EDUCATION, PROVIDES SUPPORT SERVICES TO PARTICIPANTS AND ALUMNI WHEN THEY TAKE ON KEY LEADERSHIP ROLES, FACILITATES KNOWLEDGE AND BEST PRACTICE SHARING ACROSS THE NETWORK, ORGANIZES ALUMNI REUNIONS AND FUNCTIONAL AREA GATHERINGS, AND HELPS LEVERAGE THE NETWORK TO ADVANCE REFORMS NATIONALLY. 10236169 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 109 0 1 50 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CINDY S QUANE 3109545025 2121 AVENUE OF THE STARS LOS ANGELES CA 90067 BARRY MUNITZ VICE CHAIR 1.00 X X 0 0 0 RUSSLYN ALI DIRECTOR, SEC./TREAS. 1.00 X X 0 0 0 BRUCE REED DIRECTOR 1.00 X 0 0 0 ANDREW STERN DIRECTOR, CHAIR 1.00 X X 0 0 0 KENT KRESA DIRECTOR 1.00 X 0 0 0 SHERRY LANSING DIRECTOR 1.00 X 0 0 0 SOLOMON TRUJILLO DIRECTOR 1.00 X 0 0 0 JAY WINTROB DIRECTOR 1.00 X 0 0 0 BECCA BRACY KNIGHT EXECUTIVE DIRECTOR, DIRECT 40.00 X X 292924 0 35055 BOOKER CHAKA MANAGING DIR., RESIDENCY 40.00 X 251440 0 23245 HEITZ CHRISTINA MANAGING DIR, ACADEMY 40.00 X 133240 0 5582 GERMERAAD STEPHANIE SENIOR DIR, COMMUNICATIONS 40.00 X 170139 0 22554 FOGGY-PAXTON ANDREA SENIOR DIR, SYSTEM LEADER 40.00 X 165240 0 27888 TERRY MARC SENIOR DIR., ACAD. RECRUIT 40.00 X 146001 0 13051 TRUONG HOA SENIOR DIR., RESIDENT DEVELOP 40.00 X 165240 0 20737 1324224 0 148112 13 0 1 0 FAMILY OFFICE FINANCIAL SERVICES 2121 AVENUE OF THE STARS LOS ANGELES CA 90067 FINANCE,ACCTG,TAX,HR & TECH 522672 JOHN DEASY 2121 AVENUE OF THE STARS LOS ANGELES CA 90067 STRATEGY CONSULTANT, ACADEMY 346495 CAMBIAR EDUCATION 2121 AVENUE OF THE STARS LOS ANGELES CA 90067 STRATEGY CONSULTANT, ACADEMY 334000 ON RAMP SERVICES 30 W 26TH ST 4TH FLR NEW YORK NY 10010 RECRUITING 105000 4 13800000 13800000 9082 9082 PTRSHP. INVEST. INC. 523000 -520102 -323425 -196677 -520102 13288980 0 -323425 -187595 X 1875203 1875203 1320425 857362 463063 2423011 1956217 466794 222629 151977 70652 199635 121551 78084 269288 204758 64530 531993 531993 13619 13619 2458351 2193180 265171 97438 28480 68958 261012 78502 182510 180039 99347 80692 810206 810206 429166 429166 43277 24772 18505 TRAINING PROGRAM (FACIL 1909287 1898381 10906 TRAVEL/TRAINING SESSION 774555 746139 28416 FEES 483 300 183 13819617 10236169 3583448 0 60752 19807 3158830 3267912 1128 368835 641545 2426147 1249049 1586961 1177098 1875429 1481398 7050807 6588888 972416 793400 972416 793400 X 6078391 5795488 6078391 5795488 7050807 6588888 X -530637 -429750 677484 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1660852 844946 815906 371294 235245 136049 394001 168858 225143 1177098 DRAWBRIDGE SPECIAL OPP FUND, LP 1481398 F 1481398 ACCRUED LIABILITIES 475708 PAYROLL AND BENEFIT PLAN LIABILITY 85257 DEFERRED RENT CREDIT 232435 793400 13536714 -429750 677484 247734 13288980 0 13288980 13819617 0 13819617 0 13819617 PART XI, LINE 2D - OTHER ADJUSTMENTS: PARTNERSHIP PASS THROUGH INCOME 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AS REQUIRED, THE ORGANIZATION PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON ALL PUBLICATIONS, BROCHURES, MATERIALS AND WEBSITE FOR NATIONAL STUDENT ADMISSIONS AND PROGRAMS. 1 ACHIEVEMENT SCHOOL DISTRICT 710 JAMES ROBERTSON PARKWAY NASHVILLE TN 38103 462487016 501C3 90825 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS 601 SOUTH FIGUEROA LOS ANGELES CA 90017 954779029 501C3 60225 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ALPHA PUBLIC SCHOOLS PO BOX 21366 SAN JOSE CA 95151 271881962 501C3 29700 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ASCEND LEARNING 205 ROCKAWAY PKWY BROOKLYN NY 11212 331200239 501C3 31977 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS BOSTON PUBLIC SCHOOLS 26 COURT STREET BOSTON MA 02108 046001380 GOVT 16500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS BREAKTHROUGH CHARTER SCHOOLS 10118 HAMPDEN AVE CLEVELAND OH 44108 270362848 501C3 30690 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS CESAR CHAVEZ PUBLIC CHARTER SCHOOLS FOR 709 12TH ST SE WASHINGTON DC 20003 522088566 501C3 33000 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS CHARLOTTE MECKLENBURG SCHOOLS 701 EAST 2ND STREET CHARLOTTE NC 28202 566001074 GOVT 14850 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS CHICAGO PUBLIC SCHOOLS 125 SOUTH CLARK STREET CHICAGO IL 60603 366005821 GOVT 47026 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS DC PREPARATORY ACADEMY 707 EDGEWOOD ST NE WASHINGTON DC 20017 020660253 501C3 14850 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS DEMOCRACY PREP PUBLIC SCHOOLS 300 W 135TH ST NEW YORK NY 10030 202629354 501C3 21945 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS DENVER PUBLIC SCHOOLS 900 GRANT STREET DENVER CO 80203 846001099 GOVT 134100 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS DENVER SCHOOL OF SCIENCE AND TECHNOLOGY 3401 QUEBEC STREET SUITE 7200 DENVER CO 80207 841602733 501C3 30150 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS EDNOVATE 350 S FIGUREROA LOS ANGELES CA 90071 454005918 501C3 29700 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS EQUITAS ACADEMY CHARTER SCHOOL INC 1700 W PICO BLVD LOS ANGELES CA 90015 262439216 501C3 44550 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS FRIENDS OF BRONX CHARTER SCHOOL FOR EXCEL 1960 BENEDICT AVE BRONX NY 10462 450522191 501C3 16500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS FULTON COUNTY BOARD OF EDUCATION 786 CLEVELAND AVENUE SW ATLANTA GA 30315 586000246 GOVT 45244 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS GREEN DOT PUBLIC SCHOOLS 350 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 954679811 501C3 59400 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS HARLEM CHILDREN'S ZONE 35 EAST 125TH STREET NEW YORK NY 10035 237112974 501C3 29700 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS HOUSTON INDEPENDENT SCHOOL DISTRICT 4400 W 18TH ST HOUSTON TX 77092 746001255 GOVT 31350 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ILLINOIS STATE BOARD OF EDUCATION 100 W RANDOLPH 16-100 CHICAGO IL 60601 050527061 GOVT 50000 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS INDIANAPOLIS PUBLIC SCHOOLS 120 E WALNUT ST INDIANAPOLIX IN 46204 356002486 GOVT 103950 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP BAY AREA SCHOOLS 1404 FRANKLIN STREET SUITE 500 OAKLAND CA 94612 205010766 501C3 13093 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP DC INC PO BOX 3080 WASHINGTON DC 20061 742974642 501C3 30690 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP EASTERN NC PUBLIC SCHOOLS 320 PLEASANT HILL RD GASTON NC 27832 742991314 501C3 29700 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP MEMPHIS 2670 UNION AVE EXT SUITE 1100 MEMPHIS TN 38112 680502820 501C3 33500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP NEW JERSEY 85 CUSTER AVE NEWARK NJ 07302 462792701 501C3 61500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP SAN ANTONIO INC 731 FREDRICKSBURG RD SAN ANTONIO TX 78201 412090713 501C3 61050 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 STLOUIS MO 63103 010916759 501C3 14850 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS LEAD PUBLC SCHOOLS INC 1704 HEIMAN ST NASHVILLE TN 37208 202526508 501C3 44550 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS LEARN CHARTER SCHOOL 3021 W CAROLL AVE CHICAGO IL 60612 364439074 501C3 32095 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS LOUISIANA DEPARTMENT OF EDUCATION PO BOX 94064 BATON ROUGE LA 70804 726000745 GOVT 47500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS NEW HAVEN PUBLIC SCHOOLS 54 MEADOW STREET NEW HAVEN CT 06519 606001876 GOVT 31350 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS OAKLAND UNIFIED SCHOOL DISTRICT 1025 2ND AVE OAKLAND CA 94606 946000386 GOVT 47025 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS OFFICE OF THE STATE SUPERINTENDENT DC 810 E FIRST ST NE 9TH FLOOR WASHINGTON DC 20002 536001131 GOVT 15345 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS PALM BEACH COUNTY SCHOOLS 3300 FOREST HILL BLVD W PALM BEACH FL 33406 596000783 GOVT 31963 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS PARTNERSHIP FOR LOS ANGELES SCHOOLS 1541 WILSHIRE BLVD LOS ANGELES CA 90017 261759681 501C3 59400 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS PROMISE SCHOOLS 4366 MILITARY STREET DETROIT MI 48210 464341453 501C3 14850 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS RHODE ISLAND MAYORAL ACADEMIES 160 WESTMINSTER ST PROVIDENCE RI 02903 263896058 501C3 29700 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DR REDWOOD CITY CA 94065 204040597 501C3 16500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS ROCKY MOUNTAIN PREPARATORY SCHOOL 7808 CHERRY CREEK S DR 3-300 DENVER CO 80231 451203094 501C3 30150 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS SAN JOSE UNIFIED SCHOOL DISTRICT 855 LENZEN AVE SAN JOSE CA 95126 946002606 GOVT 15908 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS SHELBY COUNTY SCHOOLS 160 SOUTH HOLLYWOOD STREET MEMPHIS TN 38112 626000834 GOVT 16500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS SUMMIT PUBLIC SCHOOLS 455 5TH AVE REDWOOD CITY CA 94063 262034843 501C3 104544 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS TULSA PUBLIC SCHOOLS 3027 S NEW HAVEN AVE TULSA OK 74114 736021242 GOVT 46853 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS UNCOMMON SCHOOLS INC 826 BROADWAY F17 NEW YORK NY 10003 311488698 501C3 49500 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS YES PREP PUBLIC SCHOOLS 6201 BONHOMME HOUSTON TX 77036 760563835 501C3 30855 FUNDING FOR HIGH LEVEL MANAGERIAL SUPPORT FOR K-12 SCHOOL SYSTEMS 47 0 PART I, LINE 2: THE ORGANIZATION FUNDS GRANTEES FOR BROAD RESIDENTS IN FOUR INSTALLMENTS. PAYMENTS TO GRANTEES ARE MADE ONLY AFTER VERIFICATION OF CONTINUING EMPLOYMENT OF THE BROAD RESIDENT AND ANY OTHER TERMS OUTLINED IN THE TERMS OF GRANT MUTUALLY AGREED TO BY THE ORGANIZATION AND THE GRANTEE. SHOULD THE RESIDENT'S EMPLOYMENT BE TERMINATED OR ANY OTHER GRANT TERMS NOT MET, THE ORGANIZATION DOES NOT RELEASE THE INSTALLMENT PAYMENT, AND REQUESTS A RETURN OF PRIOR GRANT FUNDS IF APPLICABLE UNDER THE TERMS OF GRANT. 1 X X X X X 0 0 0 0 0 0 0 0 0 BECCA BRACY KNIGHT EXECUTIVE DIRECTOR, DIRECT 292924 0 0 0 0 0 23850 0 11205 0 327979 0 0 0 BOOKER CHAKA MANAGING DIR., RESIDENCY 251440 0 0 0 0 0 22630 0 615 0 274685 0 0 0 GERMERAAD STEPHANIE SENIOR DIR, COMMUNICATIONS 170139 0 0 0 0 0 15312 0 7242 0 192693 0 0 0 FOGGY-PAXTON ANDREA SENIOR DIR, SYSTEM LEADER 165240 0 0 0 0 0 14502 0 13386 0 193128 0 0 0 TERRY MARC SENIOR DIR., ACAD. RECRUIT 146001 0 0 0 0 0 5840 0 7211 0 159052 0 0 0 TRUONG HOA SENIOR DIR., RESIDENT DEVELOP 165240 0 0 0 0 0 14872 0 5865 0 185977 0 0 0 C HEITZCAMBIAR EDUCATION FORMER KEY EMPLOYEE, CONSULTANT 334000 PROGRAM CONSULTANT 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DOES NOT EMPLOY A CHIEF FINANICAL OFFICER. THE TYPICAL RESPONSIBILITIES OF THIS ROLE INCLUDING FINANCE, ACCOUNTING AND TAX ARE HANDLED BY FAMILY OFFICE FINANCIAL SERVICES, LLC WHO PROVIDES FINANCE, ACCOUNTING, TAX, HUMAN RESOURCES, IT, PUBLIC RELATIONS AND OTHER SUPPORT SERVICES. IN 2016, THE ORGANIZATION PAID FAMILY OFFICE FINANCIAL SERVICES, LLC $522,672 FOR FINANCIAL SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS AUTHORIZED THE AUDIT COMMITTEE TO APPROVE THE ANNUAL TAX FILINGS. A COPY OF THE ORGANIZATION'S FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW APPROXIMATELY 30 DAYS PRIOR TO FILING. THE RETURN IS ALSO MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING. AFTER THE AUDIT COMMITTEE HAS DISCUSSED AND REVIEWED THE RETURN, AND CONSIDERED ANY COMMENTS FROM THE OTHER DIRECTORS, THE RETURN IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER REQUIRING THEM TO STATE WHETHER OR NOT THEY HAVE A REPORTABLE INTEREST TO DISCLOSE UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. DISCLOSURES ARE PRESENTED AT SUBSEQUENT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR, KEY EMPLOYEES, AND OFFICERS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO REVIEW THEIR JOB RESPONSIBILITES, RELATED EXPERIENCE, COMPENSATION HISTORY, PERFORMANCE REVIEWS, AND COMPARABILITY DATA FROM PEER ORGANIZATIONS COMPILED BY AN OUTSIDE CONTRACTOR. MINUTES FROM THIS MEETING ARE TAKEN TO DOCUMENT THE COMMITTEE'S DELIBERATION AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 1023, 990 AND 990-T ARE AVAILABLE UPON REQUEST AND DELIVERED ELECTRONICALLY. CONTACT INFORMATION IS PROVIDED ON PAGE 6, PART VI, SECTION C., LINE 20. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND DELIVERED ELECTRONICALLY. CONTACT INFORMATION IS PROVIDED ON PAGE 6, PART VI, SECTION C., LINE 20. FORM 990, PART IX, LINE 11G MARKETING AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 7,619. MANAGEMENT AND GENERAL EXPENSES 55,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,223. STAFF RECRUITMENT & TRAINING: PROGRAM SERVICE EXPENSES 256,796. MANAGEMENT AND GENERAL EXPENSES 59,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,867. PROGRAM DEVELOPMENT & CONSULTING: PROGRAM SERVICE EXPENSES 1,290,362. MANAGEMENT AND GENERAL EXPENSES 102,477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,392,839. FACULTY AND SPEAKERS: PROGRAM SERVICE EXPENSES 81,040. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,040. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 52,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,625. TECHNOLOGY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,167. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,167. LEADERSHIP DEVELOPMENT: PROGRAM SERVICE EXPENSES 227,157. MANAGEMENT AND GENERAL EXPENSES 4,258. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 231,415. RESIDENCY FEES: PROGRAM SERVICE EXPENSES 214,649. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,649. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 62,932. MANAGEMENT AND GENERAL EXPENSES 20,594. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,526. FORM 990, PART XI, LINE 9: PARTNERSHIP PASS THROUGH INCOME 677,484. PART IV, QUESTION 34: RELATED ORGANIZATION WHILE THE ELI AND EDYTHE BROAD FOUNDATION (EEBF), A 501C3 PRIVATE FOUNDATION, IS CURRENTLY THE MAJORITY FUNDER OF THE BROAD CENTER FOR MANAGEMENT OF SCHOOL SYSTEMS (TBC) AND ELI BROAD FOUNDED BOTH ENTITIES, THEY ARE NOT RELATED ORGANIZATIONS BY DEFINITION. ELI BROAD IS NOT AN OFFICER, DIRECTOR OR EMPLOYEE OF TBC. THERE IS NO PARENT/SUBSIDIARY, BROTHER/SISTER OR SUPPORTING/SUPPORTED (UNDER 509(A)(3) OR 509(F)(3)) ORGANIZATION RELATIONSHIP. NEITHER ORGANIZATION HAS THE POWER TO REMOVE AND REPLACE, OR A CONTINUING POWER TO APPOINT OR ELECT, A MAJORITY OF THE DIRECTORS OF THE OTHER ORGANIZATION. A BOARD OVERLAP DOES NOT EXIST WHERE DIRECTORS OF ONE ORGANIZATION CONSTITUTE THE MAJORITY OF THE DIRECTORS OF THE OTHER ORGANIZATION. FURTHERMORE, THERE ARE NO FINANCIAL DEALINGS (I.E. LOANS) BETWEEN THE TWO ENTITIES OTHER THAN THE GRANTS FROM EEBF TO TBC. TBC EXPENDS ALL GRANT FUNDS FROM EEBF WITHIN ONE YEAR. PART VI, QUESTION 1B: INDEPENDENT VOTING MEMBERS OF THE BOARD OF DIRECTORS IN 2016, THE EXECUTIVE DIRECTOR RECEIVED COMPENSATION FOR SERVICES IN EXCESS OF $10,000 AND THEREFORE IS NOT AN INDEPENDENT VOTING MEMBER. FURTHER INFORMATION IS PROVIDED AS REQUIRED ON SCHEDULE J.