2017-05-09T15:19:01-07:00 2016-09-30 990 2015-10-01 042241718 EDUCATION DEVELOPMENT CENTER INC EDUC 6179697100 43 Foundry Avenue Waltham MA 02453 Cheryl Hoffman-Bray CFO 6379697100 2017-05-10 2015 2021-01-29 14:40:06Z David Offensend c/o 43 Foundry Avenue Waltham MA 02453 135339260 0 X www.edc.org X 1958 MA EDC is a global nonprofit organization that creates learning opportunities for people around the world, empowering them to pursue healthier, more productive lives. EDC manages 250 projects in 22 countries. Our work is organized by Bodies of Work: Behavioral, Physical, and Mental Health; Capacity Building for Individuals, Organizations, and Systems; Early Childhood Development and Learning; Elementary and Secondary Education; HIV and Sexual and Reproductive Health; Injury, Violence and Suicide Prevention; Mathematics; Out-of-School Learning; Science; STEM; Substance Abuse Prevention and Treatment; Youth and Workforce Development. Our services include: Design and Development; Evaluation; Implementation; Policy, and Research. Regions where we work: Africa, Asia, Eastern Europe, Middle East, Latin America and the Caribbean, United States. 10 9 851 0 0 0 141525236 132847198 1689927 2368650 111059 123412 0 0 143326222 135339260 17744561 24705282 0 0 71304460 69822500 0 0 0 54652130 40314143 143701151 134841925 -374929 497335 50135958 53476525 30227968 33071200 19907990 20405325 EDC is a global nonprofit organization that works with public-sector and private partners, harnessing the power of people and systems to improve education, health promotion and care, workforce preparation, communications technologies, and civic engagement. 0 0 55217493 14764071 177732 International Development: During FY16, EDC helped to build high-quality early education programs and improve access to teaching and learning via technology including interactive audio instruction. Much of our work includes expanding job skills, work readiness, and entrepreneurship activities, and working with technical vocational education and training (TVET) schools to reduce widespread youth unemployment. EDC's new international programs included workforce development initiatives in Djibouti and Rwanda; NEI-Plus, an early grade reading program in Northern Nigeria; a work-readiness program to assist young people in the Association of Southeast Asian Nations (ASEAN); and Ghana Innovating, a social movement for literacy in that country. With J.P. Morgan, we began a project to boost youth employability in Senegal. During the year, several projects had closing events and issued final reports outlining their impact and results: Yes Youth Can (Kenya), PAJE Nieta and OMAES (Mali), Akazi Kanoze (Rwanda), Workforce Development Project (Bosnia), YES Project (Macedonia), SKYE (Guyana), Measuring Non-Cognitive Skills (Workforce Connections) and Partnership for Advanced Clinical Education (Botswana). EDC also managed the USAID Education in Conflict and Crisis Network (ECCN), a global community of practice composed of USAID implementing organizations. 42324817 8443911 1244364 Learning and Teaching: In 2016, EDC worked with a variety of partners to create and disseminate new K-12 standards and classroom curricula in computer science, and continued to advocate for the digital literacy preparation and practice that is needed to succeed in a high-tech economy. EDC's work also focused efforts on early childhood education, mathematics, science, literacy, online learning, and building the STEM pipeline. EDC's contract to lead the Regional Educational Laboratory (REL) Northeast & Islands was renewed for another five years, enabling EDC to continue bringing research to the forefront of education reform efforts throughout the region. Research regarding principal preparation programs, English learners, and competency-based learning structures was conducted and disseminated. 23479578 1479083 937849 Health and Human Development: A focus of 2016 was working with constituent groups to prevent suicide, including primary physicians, hospital staff, faith communities, and school counselors. EDC hosted a conference for mental health professionals and advocates in Washington, D.C. highlighting its efforts to reduce and prevent suicide. EDC continues to operate the Suicide Prevention Resource Center (SPRC), a national clearinghouse of suicide prevention information, and serve as the secretariat for the National Action Alliance for Suicide Prevention, a public-private partnership. The Children's Safety Network (CSN) at EDC continued its work to help states, territories, and tribes implement evidence-informed strategies to improve child safety and wellness across the United States. Other health initiatives included expanding mental health and aging programs, as well as research and prevention projects regarding opioid abuse and HIV. EDC continues to manage the national Center for the Application of Prevention Technologies (CAPT), which assists prevention practitioners in all 50 states. 0 0 8705 See Schedule O, Statement 2 0 0 8705 121021888 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 557 0 1 851 1 0 1 BK CG ET GH GY HO ID JO KE KV LE LI MK ML NI OD RP RW SF SG TH ZA 0 0 0 0 0 0 0 1 1 0 X 10 9 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC MA NY X X Cheryl Hoffman-Bray 6179697100 43 Foundry Avenue Waltham MA 02453 Anne Bryant Trustee 1.27 0 X 0 0 0 Beatriz Clewell Trustee, Emeritus (non-voting) 0.29 0 X 0 0 0 Judy Codding Trustee 1.06 0 X 0 0 0 Paul Hofmann Trustee 1.23 0 X 0 0 0 Vijay Kumar Trustee 0.87 0 X 0 0 0 William MacArthur Trustee 0.92 X 0 0 0 Nyagaka Ongeri Trustee 0.29 0 X 0 0 0 Robert Peirce Trustee 0.79 0 X 0 0 0 Linda Roberts Trustee, Emeritus (non-voting) 1.19 0 X 0 0 0 Vivien Stewart Trustee 1.42 0 X 0 0 0 Marvin Suomi Chair Trustee and Acting C.E.O, (2.9.15-9.7.15) 26.4 0 X X 292464 0 0 Gail Wickes Trustee 1.13 0 X 0 0 0 David Offensend President and C.E.O., effective 9.8.15 40 0 X X 112168 0 16773 Robert Rotner Sr. V.P., Treasurer, Director, Administration and Finance Division and Treasurer 40 0 X 311513 0 79099 Cheryl Hoffman-Bray V.P., C.F.O., C.C.O. 40 0 X 273849 0 74217 Siobhan Murphy Sr. V.P., Chief of Staff, Corporate Secretary 40 0 X 219164 0 31404 Nancy Devine Sr. V.P., International Development Division 40 0 X 210404 0 40583 Stephen Anzalone Sr. V.P., International Development Division 40 0 X 216123 0 43424 Lydia O'Donnell Sr. V.P., Health and Human Development Division 40 0 X 265562 0 70640 Joanne Brady Sr. V.P., Learning and Teaching Division 40 0 X 280751 0 75625 Robert Spielvogel V.P., Chief Technology Officer 40 0 X 225413 0 42515 Doryn Chervin Vice President 40 0 X 239165 0 45748 Kent Noel Vice President 40 0 X 236973 0 27714 Gerald Reed Sr. V.P. for Practice Leadership 40 0 X 220964 0 44066 Christine Filosa Vice President, General Counsel 40 0 X 213540 0 42157 Bradley Karlin Vice President 40 0 X 211279 0 30309 Luther Luedtke President and C.E.O., Outgoing Pres. as of 2.8.15 40 0 X 430066 0 175714 3959398 0 839988 122 1 1 0 Providence Plan 10 Davol Sq Suite 300 Providence RI 02903 ED R&D 1296986 University of Nevada Reno Controller s Office MS 124 Reno NV 89557 Ed R&D 1045276 CAMFED USA FOUNDATION 465 California St San Francisco CA 94104 ED R&D 1007500 University of Oklahoma 1639 CROSS CENTER DRIVE Norman OK 73019 ED R&D 914675 WESTAT PO BOX 1004 Rockville MD 20851 ED R&D 838200 43 0 0 0 0 132847198 0 0 132847198 Program fees 900099 2157988 2157988 0 0 Royalties 900099 210662 210662 0 0 0 0 0 0 2368650 123412 0 0 123412 0 0 0 0 0 0 0 0 0 0 0 0 0 0 135339260 2368650 0 123412 9753787 9753787 187424 187424 14764071 14764071 0 0 3529332 1881221 1648111 0 595622 0 595622 0 50081458 45278792 4802666 0 4219146 3793434 425712 0 7925508 6672444 1253064 0 3471434 3121166 350268 0 0 0 0 0 76469 44964 31505 0 110492 4725 105767 0 16379 16379 0 0 0 0 0 0 0 0 6138874 5642096 496778 0 0 0 0 0 8339172 6843022 1496150 0 1147824 975287 172537 0 0 0 0 0 5890023 5086926 803097 0 4889880 4592000 297880 0 0 0 0 0 3217542 2737783 479759 0 119957 100346 19611 0 0 0 0 0 2462937 1481978 980959 0 475498 142643 332855 0 subcontracts 161048 161048 0 0 Participant costs (travel) 5848784 5848784 0 0 Other expenses 1106911 1579215 -472304 0 Vehicle gasoline/maintenance and repair 312353 312353 0 0 134841925 121021888 13820037 0 0 0 10707053 10077109 12161697 14510855 0 0 0 0 1946962 1702736 30010103 18394405 12426679 11615698 12893567 15570127 50135958 53476525 15235521 14465457 5578004 10517397 4414296 3560593 0 0 5000147 4527753 30227968 33071200 X 19499876 19967234 408114 438091 0 0 19907990 20405325 50135958 53476525 497335 0 0 0 0 0 X 0 1 1 1 1 X 191801615 201373420 157709666 141495237 132847198 825227136 191801615 201373420 157709666 141495237 132847198 825227136 825227136 95580 95015 90608 111059 123412 515674 825742810 922756731 0.99938 0.9995 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16379 16379 137003169 137019548 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3532 964 4313 16379 25188 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 0 0 0 0 0 0 12651292 6272929 6378363 0 17358811 12121476 5237335 0 0 0 0 11615698 unbilled contracts 15185051 security deposit 385076 15570127 0 Deferred Rent 4527753 4527753 X 137511100 0 2171840 0 0 2171840 135339260 0 0 0 135339260 137013765 2171840 0 0 0 2171840 134841925 0 0 0 134841925 Schedule D, Part X, Line 2 EDC is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the "Code"), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. EDC is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. 1 Sub-Saharan Africa 12 288 Program Services 30951577 Europe (including Iceland and Greenland) 2 5 Program Services 1264685 Middle East and North Africa 1 6 Program Services 33793 East Asia and the Pacific 4 129 Program Services 9804502 Central America and the Caribbean 2 22 Program Services 1745950 South Asia 0 0 Program Services -1062 South America 1 39 Program Services 1733279 Sub-Saharan Africa 0 0 Grantmaking 11334361 Europe (including Iceland and Greenland) 0 0 Grantmaking 168027 East Asia and the Pacific 0 0 Grantmaking 3065008 Central America and the Caribbean 0 0 Grantmaking 475581 South America 0 0 Grantmaking 69674 22 489 60645375 South America Ed. R&D 27423 wire/check 0 N/A FMV Sub-Saharan Africa Ed. R&D 30047 wire/check 0 N/A FMV Sub-Saharan Africa Ed. R&D 389001 wire/check 0 N/A FMV Sub-Saharan Africa Ed. 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We seek grants and contracts from public-sector and private sponsors to carry out programs consistent with EDC's charitable and educational mission: to improve education, health promotion and care, workforce preparation, communication technologies, and civic engagement. Our services include research, training, educational materials and strategy, with activities ranging from seed projects to large-scale national and international initiatives. EDC issues subawards and grants to a wide variety of organizations to implement our overseas programs, including US and Non-US Non-governmental organizations (NGOs), community based organizations, universities, and for-profit organizations. The capabilities of subawardees are examined by EDC either before it submits a proposal to its sponsor or post-award. Subawardees are approved in accordance with sponsors' requirements. For overseas subgrant programs that are implemented post award, EDC customizes a selection and evaluation RFA process that reflects the technical purpose of the subgrant program and the expected capacity of local recipients. Evaluation factors include a review of technical capacity, past performance, and financial/managerial capacity, as well as an evaluation of the programmatic proposal submitted by applicants. EDC Subgrants and Subcontacts are drafted by EDC's Office of Sponsored Programs, with the guidance of EDC's General Counsel as needed, and technical guidance from the EDC Project Director and local management staff. In some situations, local subgrants are drafted by EDC's field office staff using templates provided by EDC's Office of Sponsored Programs. These agreements contain detailed technical work statements, milestones, budgets, reporting requirements, audit requirements and any other flow-down clauses, terms, and conditions, necessary to ensure that the subawards are carried out in a manner compliant with applicable federal, state, and local law and the terms of EDC's grants and contracts from its sponsors. Prior to issuing any subgrant, and pursuant to Executive Order 13224, EDC obtains a certification from prospective subgrantees that the recipient did not provide within the previous ten years, material support or resources to any individual or entity that commits, attempts to commit, advocated, facilitated, or participates in terrorist acts. EDC also confirms that the organization, official signatory, and key personnel are not listed on any of the major databases of persons and organizations linked with terrorism. The international grant agreements also contain specific provisions to protect against grant funds being used to support terrorist organizations or activities, to support or oppose any candidates for political office, for lobbying purposes, or in violation of any applicable laws. Payment provisions include cost reimbursement, advance and reconciliation and/or fixed obligations paid upon achievement of milestones. Payments are regularly monitored to help ensure that significant grant amounts are not at risk for improper use or diversion. Technical and Financial monitoring of Subgrantees is accomplished in several ways and could include review of programmatic and financial reports, desk reviews, periodic site visits, and review of supporting documentation. 1 A Family Tree School 1648 Warwick Ave Warwick RI 02889 680659495 5599 0 N/A N/A Ed R & D Alesi Group LLC 3532 N 127th Drive Avondale AZ 85392 454641181 547775 0 N/A N/A Ed R & D American Institute for Research 1900 K Street Northwest Baltimore MD 21279 250965219 501 ( c) 3 55256 0 N/A N/A Ed R & D Anna M McCabe School 100 Pleasant View Avenue Smithfield RI 02917 056000512 10965 0 N/A N/A Ed R & D Bank Street College of Education 610 WEST 112TH STREET New York NY 10025 135562167 501 ( c) 3 147853 0 N/A N/A Ed R & D BlackRock School 12 LA CASA DRIVE Coventry RI 02816 056000108 5947 0 N/A N/A Ed R & D Boston University Office of Research Accounting Boston MA 02215 042103547 501 ( c ) 3 26248 0 N/A N/A Ed R & D Briarwood Child Academy 621 POUND HILL ROAD North 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Wyoming RI 02898 050268126 501 ( c ) 3 10650 0 N/A N/A Ed R & D Orchard Farms Elementary 1555 SCITUATE AVE Cranston RI 02910 300243173 5011 0 N/A N/A Ed R & D Pacific Institute for R&E Calverton Office Park Calverton MD 20705 942243283 501 ( c ) 3 180788 0 N/A N/A Ed R & D Policy Studies Associates 1718 Connecticut Ave NW Suite 400 Washington DC 20009 521265755 501 ( c) 3 60436 0 N/A N/A Ed R & D President and Fellows PO BOX 415649 Boston MA 02241 042103580 142786 0 N/A N/A Ed R & D PROMESA 311 East 175th St Bronx NY 10457 132663328 12500 0 N/A N/A Ed R & D Providence Plan 10 Davol Sq Suite 300 Providence RI 02903 050467353 501 ( c ) 3 1389804 0 N/A N/A Ed R & D Providence School Dept 797 WESTMINSTER STREET Providence RI 02903 056000329 92706 0 N/A N/A Ed R & D Rhode Island School 1 Corliss Park Providence RI 02903 056000522 9050 0 N/A N/A Ed R & D St Andrew Preschool 15 Beach Rd Charlestown RI 02813 050433286 13377 0 N/A N/A Ed R & D St Barnabas Hospital 4422 Third Avenue Bronx NY 10457 131740122 501 ( c) 3 10000 0 N/A N/A Ed R & D St Elizabeth Manor East One Dawn Hill Bristol RI 02809 050456800 11859 0 N/A N/A Ed R & D San Diego Workforce 3910 UNIVERSITY AVE San Diego CA 92103 330660504 75574 0 N/A N/A Ed R & D School District of Pittsburgh 341 S Bellefield Ave Pittsburgh PA 15213 251157808 648971 0 N/A N/A Ed R & D SRI International PO Box 2767 Menlo Park CA 94025 940160950 501 ( c) 3 187393 0 N/A N/A Ed R & D Shoreline Community 16101 GREENWOOD AVE NORTH Shoreline WA 98133 910822848 64901 0 N/A N/A Ed R & D Sinclair Community 444 West Third St Dayton OH 45402 310723444 12912 0 N/A N/A Ed R & D Social Science Research & Evaluation 84 Mill Street Lincoln MA 01773 222551337 501 ( c ) 3 456302 0 N/A N/A Ed R & D Stone Hill School 21 VILLAGE AVE Cranston RI 02910 300243173 501 ( c ) 3 5638 0 N/A N/A Ed R & D Teachers College Columbia PO Box 29789 New York NY 10087 131624202 501 ( c ) 3 48437 0 N/A N/A Ed R & D TERC 2067 Massachusetts Ave Cambridge MA 02140 046134355 501 ( c) 3 25632 0 N/A N/A Ed R & D The Children's Village II 1326 PLAINFIELD STREET CRANSTON RI 02920 208510893 5446 0 N/A N/A Ed R & D the Children's Workshop 175 Beverage Hill Avenue Pawtucket RI 02860 453536136 18369 0 N/A N/A Ed R & D Totally Kids Child Care 7 Messer St Warwick RI 02889 900179259 12599 0 N/A N/A Ed R & D Tower Street School 93 TOWER STREET Westerly RI 02891 056000576 5918 0 N/A N/A Ed R & D University of California-Lawrence Hall 1 CENTENNIAL DRIVE BERKELEY CA 94720 946002123 501 ( c ) 3 113499 0 N/A N/A Ed R & D University of California Berkeley 2195 HEARST AVE RM 130 MC 1103 BERKELEY CA 94720 946002123 501 ( c ) 3 235970 0 N/A N/A Ed R & D UCLA-CRESST 300 Charles E Young Dr N Los Angeles CA 90095 946002123 501 ( c ) 3 37984 0 N/A N/A Ed R & D University of Massachusetts Boston QUINN ADMIN BLDG 2ND FL RM 02 80-93 Boston MA 02125 043167352 501 ( c ) 3 46895 0 N/A N/A Ed R & D University of Massachusetts 100 Venture Way Hadley MA 01003 043167352 501 ( c) 3 7190 0 N/A N/A Ed R & D University of Pittsburgh PO Box 371220 Pittsburgh PA 15251 250965591 501 ( c ) 3 227357 0 N/A N/A Ed R & D University of Puerto Rico CALL BOX 860 HUMACAO PR 00681 660433765 108509 0 N/A N/A Ed R & D University of Rhode Island 80 WASHINGTON STREET RM 208 Providence RI 02901 056000522 501 ( c ) 3 64090 0 N/A N/A Ed R & D University of Vermont PO Box 1389 Williston VT 05495 030179440 501 ( c ) 3 41318 0 N/A N/A Ed R & D Village Care 120 Broadway Suite 2840 New York NY 10270 132911059 12500 0 N/A N/A Ed R & D Wakefield Hills Elementary 505 Wakefield St West Warwick RI 02893 050464021 11686 0 N/A N/A Ed R & D Way to Grow 1 Falco St North Providence RI 02911 050458150 8803 0 N/A N/A Ed R & D Wellesley Center for Women 106 Central St Wellesley MA 02482 042103637 320168 0 N/A N/A Ed R & D WESTAT PO BOX 1004 Rockville MD 20851 840529566 501 ( c ) 3 42398 0 N/A N/A Ed R & D WESTED 4665 Lampson Avenue Los Alamitos CA 94107 943233542 501 ( c ) 3 828249 0 N/A N/A Ed R & D WGBH One Guest Street Brighton MA 02135 042104397 501 ( c) 3 128342 0 N/A N/A Ed R & D Wee Care Child Care 25 OLD COUNTY ROAD Barrington RI 02806 050316329 5949 0 N/A N/A Ed R & D Wonderkids 73 ALHAMBRA ROAD Warwick RI 02886 050441026 5995 0 N/A N/A Ed R & D WRMA 2111 Wilson Blvd Suite 700 Arlington VA 22201 942751374 51561 0 N/A N/A Ed R & D Yale University PO BOX 1873 New Haven CT 06508 060646973 501 ( c ) 3 87849 0 N/A N/A Ed R & D YMCA of Greater Meeting MEETING STREET Providence RI 02901 050258878 501 ( c ) 3 34756 0 N/A N/A Ed R & D 39 86 ED. R&D 2 187424 0 FMV Schedule I, Part I, Line 2 Education Development Center, Inc (EDC) is a global nonprofit organization that develops, delivers, and evaluates innovative programs to address some of the world's most urgent challenges. We seek grants and contracts from public-sector and private sponsors to carry out programs consistent with EDC's charitable and educational mission: to improve education, health promotion and care, workforce preparation, communication technologies, and civic engagement. Our services include research, training, educational materials and strategy, with activities ranging from seed projects to large-scale national and international initiatives. EDC partners with a wide variety of organizations, including nonprofits, universities, hospitals and for-profit organizations throughout the United States through project-specific subgrants and subcontracts. The capabilities of subawardees are examined by EDC before it submits a proposal to its sponsor or post-award. Subawardees must usually be approved in advance in accordance with EDC's sponsors' requirements. For every EDC subgrant or subcontract a written agreement is made with the subawardee to carry out a substantive part of the work for which EDC has received its funding. These agreements are drafted by EDC's Office of Sponsored Programs, under the guidance of EDC's General Counsel, with technical guidance form the EDC Project Director. These contracts contain detailed technical work statements, budgets, reporting requirements, audit requirements and any other terms necessary to ensure that the subawards are carried out in a manner compliant with applicable federal, state and local laws and the terms of EDC's grants and contracts from its sponsors. Performance by the subrecipient is monitored by the EDC Project Director, who is responsible for technical monitoring of subawards. The EDC Project Director is assisted by a unit financial manager to review and authorize payment of subrecipient invoices. For each subaward an appropriate monitoring plan is established, based on an assigned risk rating. The risk rating is based on information about the subrecipient's financial systems, gathered prior to issuing the subaward. The Project Director is required to periodically submit a subrecipient monitoring report to OSP, which is responsible for maintaining these records. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Luther Luedtke President and C.E.O., Outgoing Pres. as of 2.8.15 352506 0 0 0 243116 0 10158 0 0 0 605780 0 165556 0 Marvin Suomi Chair Trustee and Acting C.E.O, (2.9.15-9.7.15) 292464 0 0 0 0 0 0 0 0 0 292464 0 0 0 David Offensend President and C.E.O., effective 9.8.15 112168 0 0 0 0 0 11200 0 5573 0 128941 0 0 Robert Rotner Sr. V.P., Director, Administration and Finance Division and Treasurer 311513 0 0 0 0 0 58000 0 21099 0 390612 0 0 0 Cheryl Hoffman-Bray V.P., C.F.O., C.C.O. 273849 0 0 0 0 0 54283 0 19934 0 348066 0 0 0 Nancy Devine Sr. V.P., International Development Division 210404 0 0 0 0 0 22208 0 18375 0 250987 0 0 0 Stephen Anzalone Sr. V.P., International Development Division 216123 0 0 0 0 0 22208 0 21216 0 259547 0 0 0 Lydia O'Donnell Sr. V.P., Health and Human Development Division 265562 0 0 0 0 0 51770 0 18870 0 336202 0 0 0 Joanne Brady Sr. V.P., Learning and Teaching Division 280751 0 0 0 0 0 26424 0 49201 0 356376 0 0 0 Robert Spielvogel V.P., Chief Technology Officer 225413 0 0 0 0 0 23353 0 19162 0 267928 0 0 0 Siobhan Murphy Sr. V.P., Chief of Staff 219164 0 0 0 0 0 22550 0 8854 0 250568 0 0 0 Doryn Chervin Vice President 239165 0 0 0 0 0 24883 0 20865 0 284913 0 0 0 Kent Noel Vice President 215173 0 0 0 21800 0 19601 0 8113 0 264687 0 0 0 Gerald Reed Sr. V.P. for Practice Leadership 220964 0 0 0 0 0 23306 0 20760 0 265030 0 0 0 Christine Filosa Vice President, General Counsel 213540 0 0 0 0 0 22615 0 19542 0 255697 0 0 0 Bradley Karlin Vice President 211279 0 0 0 0 0 21630 0 8679 0 241588 0 0 0 Schedule J, Part I, Line 1a A U.S. expatriate, an EDC Vice President, received a housing allowance while posted overseas, a common NGO practice. The allowance is treated as taxable income. Unpaid Trustees traveling long distances for board meetings are allowed to travel first class. Schedule J, Part I, Line 4 EDC maintains one 457 (f) plan for additional compensation paid to the C.E.O. The plan has been reviewed by qualified counsel and contains provisions that impose a substantial risk of forfeiture. When the substantial risk of forfeiture no longer exists that fund will be taxable to the current C.E.O. for the outgoing C.E.O., distributions were made from the plan during calendar year 2015. These distributions are reported as taxable income on Schedule J Part II B (iii), and as compensation reported in Column B that was reported as deferred on a prior Form 990. A Massachusetts Development Finance Agency 043431814 2014-01-15 4040103 Leasehold Improvements 0 0 0 B Massachusetts Development Finance Agency 043431814 2014-01-15 1797032 Equipment 0 0 0 A 1405253 0 4040103 0 0 0 0 0 0 4040103 0 0 2012 0 0 0 1 B 871288 0 1797032 0 0 0 0 0 0 1797032 0 0 2012 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 Schedule K, Part IV, Line 2c-01/15/2014 4,040,103 Massachusetts Development Finance Agency No rebate is due. Schedule K, Part IV, Line 2c-01/15/2014 1,797,032 Massachusetts Development Finance Agency No rebate is due. Form 990, Part VI, Section A, Line 2 Marvin Suomi and William MacArthur are both directors of two companies that are subsidiaries of Kajima USA, Inc. These companies are not related to EDC nor has EDC conducted any business with those companies. Form 990, Part VI, Section A, Line 6 EDC was organized as a membership corporation pursuant to the laws of the state of Delaware. Pursuant to Delaware law, four corporate powers are reserved to Members. Those powers are detailed in Article II B of EDC's Amended bylaws which states: B. Members of the Corporation and Their Authority: The Trustees shall constitute the Membership of the Corporation and no person may be a Member of the Corporation who is not also a Trustee. The Members of the Corporation are responsible for the following four actions: 1) Election and removal of Trustees; 2) Approval of amendments of the Certificate of Incorporation; 3) Approval of mergers with another organization; 4) Approval of the sale or disposition of EDC. Form 990, Part VI, Section A, Line 7a Refer to answer for Part VI, Section A, line 6. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by management and reviewed by tax professionals at Grant Thornton, the CFO, and the Audit Committee of the Trustees. The complete Form 990 and all schedules are provided to every board member prior to filing the form with the IRS. Form 990, Part VI, Section B, Line 12c EDC has a conflict of interest policy that governs trustees and officers and a separate policy that governs all other EDC employees. The officers' and directors' policy requires an annual training, disclosure, and certification with mandatory updates and also upon hire. Potential conflicts are managed by a Conflicts Committee comprised of EDC's General Counsel, V.P. of Human Resources, and Director of Corporate Compliance who have no connection to the potential conflict. Form 990, Part VI, Section B, Line 15 The Executive Committee of the Board (serving as the Compensation Committee) sets and approves the C.E.O. compensation as well as compensation proposed by the C.E.O. for the senior vice presidents and the Chief Financial Officer. The Executive Committee contracts periodically with an independent compensation consultant to review the comparable organizations and provide them advice as to the appropriate pay levels for the other senior executives. Each year the C.E.O. works with the V.P. of Human Resources to recommend appropriate pay levels for other senior executives based on objective market data and performance information. For other employee levels, the Executive Committee will provide and monitor adherence to the approved compensation philosophy and systems through management reports and surveys. Market data is gathered on an ongoing basis from reliable and valid sources. Decisions and deliberations are contemporaneously documented. Form 990, Part VI, Section C, Line 19 EDC makes its governing documents, conflict of interest policy, and financial statements available upon request.