2017-05-30T13:04:34-05:00 2016-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1616 H STREET NW NO 820 WASHINGTON DC 200064917 JODI GRANT EXECUTIVE DIRECTOR 2023472030 2017-05-30 1 3019519090 75.103.231.202 2017-05-30 14:04:26 ED P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A D3EFF48625405E503E324BDBE7F58CF1537EC70E 2016 2021-01-29 14:40:06Z JODI GRANT 1616 H STREET NW NO 820 WASHINGTON DC 200064917 4758942 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 14 14 24 14 0 0 5252597 4640511 0 0 50465 52503 8626 793 5311688 4693807 302722 176500 0 0 1688337 2091224 0 0 150469 2894269 2461253 4885328 4728977 426360 -35170 7355147 7360573 467260 410038 6887887 6950535 X TO ENGAGE PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN QUALITY AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. 0 0 2837043 169000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL DEVELOPMENTS. TRAINING AFTERSCHOOL SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL FIELD IN THESE AREAS. 462229 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL MATERIALS ON THE AFTERSCHOOL ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENTS RELATED TO AFTERSCHOOL PROGRAMS. 385143 7500 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 168899 AMBASSADORS 95356 LOBBYING 137057 CHALLENGE 132227 FISCAL SPONSORSHIP: IN OCTOBER 2014, THE AFTERSCHOOL ALLIANCE ENTERED A FISCAL SPONSORSHIP AGREEMENT WITH THE NATIONAL GIRLS COLLABORATIVE PROJECT (NGCP) IN ORDER TO SUPPORT THE NEWLY FORMED NONPROFIT ORGANIZATION DURING ITS ESTABLISHMENT PERIOD. NGCP IS COMMITTED TO INFORMING AND ENCOURAGING GIRLS TO PURSUE CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS. 533539 4217954 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 23 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JODI GRANT 2023472030 1616 H STREET NW SUITE 820 WASHINGTON DC 200064917 TERRY PETERSON CHAIR 1.00 X X 0 0 0 LISA LUCHETA VICE CHAIR 1.00 X X 0 0 0 BARRY FORD SECRETARY 1.00 X X 0 0 0 REINALDO LLANO TREASURER 1.00 X X 0 0 0 JAEMIE BALLESTEROS ALTMAN DIRECTOR 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 MAYOR KARL DEAN DIRECTOR 1.00 X 0 0 0 DR LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 LARRY PINTACUDA DIRECTOR 1.00 X 0 0 0 BONNIE REISS DIRECTOR 1.00 X 0 0 0 JEAN MARGARET SMITH DIRECTOR 1.00 X 0 0 0 HERB STURZ DIRECTOR 1.00 X 0 0 0 STACEY GILLIS WEBER DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 242081 0 18302 IRINA ZABELLO VP FINANCE & ADMIN 40.00 X 98120 0 1784 JENNIFER RINEHART SR VP POLICY & RESEARCH 40.00 X 154000 0 4320 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 40.00 X 161875 0 4556 ANITA KRISHNAMURTHI VP STEM POLICY 40.00 X 127042 0 3750 ERIK PETERSON VP POLICY 40.00 X 132500 0 12779 EDWARD SPITZBERG VP DEVELOPMENT (UNTIL DEC.2016) 40.00 X 116229 0 3487 1031847 0 48978 6 0 1 0 PR SOLUTIONS INC 177 L STREET NW STE 925 WASHINGTON DC 20036 MEDIA SERVICES 309644 BURNESS COMMUNICATIONS 7910 WOODMONT AVE STE 700 BETHESDA MD 20814 COMMUNICATIONS 300795 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND CA 94807 STATE AND NAT'L COALITION BLDG. 250000 WASHINGTON PARTNERS LLC 1101 VERMONT AVENUE NW STE 400 WASHINGTON DC 20005 CONSULTING/LOBBYING 138366 4 8239 276090 4356182 4640511 52437 52437 65201 65135 66 66 66 MISCELLANEOUS 900099 793 793 793 4693807 0 0 53296 X 176500 176500 360288 322473 31607 6208 1503277 1172592 222562 108123 29935 25626 1724 2585 70062 60160 4425 5477 127662 110673 8008 8981 5775 5775 49404 39956 6094 3354 49291 49291 1100592 1094799 5793 13026 13026 135977 107395 25171 3411 103144 99143 3074 927 146706 116198 20858 9650 109242 106078 2914 250 215481 203204 12201 76 14276 11369 1971 936 4816 3139 1417 260 STIPENDS AND AWARDS 290706 290593 113 PROGRAM FIELD FUNDS 196636 196636 DUES AND SUBSCRIPTIONS 12162 9610 2552 RECRUITING 6519 6330 182 7 7500 3163 4113 224 4728977 4217954 360554 150469 -31318 141493 4717412 4539072 470000 359498 163276 173482 35844 50870 159326 130830 31810 28496 1825322 1901694 142801 165968 7355147 7360573 325746 247784 141514 162254 467260 410038 X 2993889 3081159 2423004 2398382 1470994 1470994 6887887 6950535 7355147 7360573 -35170 97818 0 X X 0 1 X 1 0 X 3146372 3838405 2614352 5252597 4640511 19492237 3146372 3838405 2614352 5252597 4640511 19492237 10473848 9018389 44460 55070 50958 56457 52437 259382 500 652 6026 4813 793 12784 19764403 22075 0.45630 0.41420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37160 58197 95357 4633620 4728977 386449 96612 0 0 289116 312858 394266 386449 1382689 2074034 41716 100314 116619 95357 354006 72279 78215 98567 96612 345673 518510 267 44064 52411 37160 133902 1683606 130581 55228 1758959 1760795 -687 76502 1683606 1730163 124972 94340 1760795 1532896 272556 75289 1730163 1345486 134786 120162 67538 1532896 0.84000 0.16000 0 0 18667 16338 2329 140659 114492 26167 28496 CAPITAL LEASE 6159 DEFERRED COMPENSATION OBLIGATION 156095 162254 X 4791625 97818 97818 4693807 0 4693807 4728977 0 4728977 0 4728977 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, THE ALLIANCE 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 CORBIN INDEPENDENT SCHOOLS BOARD OF EDUCATION 108 ROY KIDD AVENUE CORBIN KY 40701 616001398 501(C)(3) 10000 AFTERSCHOOL LITERACY AWARD STEM EDUCATION COALITION LLC 2000 M STREET NW SUITE 520 WASHINGTON DC 20036 472094530 501(C)(3) 30000 STEM EDUCATIONAL COALITION GRANT MUSEUM OF SCIENCE & INDUSTRY TAMPA 4801 E FOWLER AVE TAMPA FL 33617 592657399 501(C)(3) 10000 MINI-GRANT FOR PROFESSIONAL DEVELOPMENT THE IOWA CHILDRENS MUSEUM 1451 CORAL RIDGE AVE CORALVILLE IA 52241 421461422 501(C)(3) 20000 PROJECT GRANT AWARD FUND FOR EDUCATIONAL EXCELLENCE 800 NORTH CHARLES ST SUITE 40 BALTIMORE MD 21201 521129402 501(C)(3) 10000 PROJECT GRANT AWARD UTAH AFTERSCHOOL NETWORK 254 SOUTH 600 EAST SUITE 200 SALT LAKE CITY UT 84102 760820361 501(C)(3) 20000 PROJECT GRANT AWARD CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501(C)(3) 20000 PROJECT GRANT AWARD VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE DUPONT HALL 309 309 COLCHESTER VT 05446 320399970 501(C)(3) 17500 PROJECT GRANT AWARD OREGONASK PO BOX 3 WILSONVILLE OR 97070 237088803 501(C)(3) 20000 PROJECT GRANT AWARD ORLANDO SCIENCE CENTER INC 777 E PRINCETON ST ORLANDO FL 32803 590896343 501(C)(3) 10625 MINI-GRANT FOR PROFESSIONAL DEVELOPMENT 10 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 242081 0 0 0 0 0 7386 0 10916 0 260383 0 0 0 JENNIFER RINEHART SR VP POLICY & RESEARCH 144000 0 10000 0 0 0 4320 0 0 0 158320 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 151875 0 10000 0 0 0 4556 0 0 0 166431 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: IRINA ZABELLO $3,000 JENNIFER RINEHART $10,000 URSULA HELMINSKI $10,000 ANITA KRISHNAMURTHI $2,000 ERIK PETERSON $7,500 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE VICE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACCOMPLISHMENTS PLUS A COLA (COST OF LIVING ADJUSTMENT). THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN JANUARY 2017 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 192,028. MANAGEMENT AND GENERAL EXPENSES 972. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,000. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 510,730. MANAGEMENT AND GENERAL EXPENSES 750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 511,480. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 392,041. MANAGEMENT AND GENERAL EXPENSES 4,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 396,112.