2016-11-14T23:55:06-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 11710 BELTSVILLE DRIVE SUITE 300 CALVERTON MD 20705 990 2015-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1660 L STREET NW NO 1000 WASHINGTON DC 20036 GREGORY BROCK EXECUTIVE DIRECTOR 2022801990 2016-11-09 1 DAVID J TRIMNERCPA P00444822 3019312050 2015 2017-02-10 21:41:12Z AFC GROWTH FUND GREGORY BROCK 1660 L STREET NW NO 1000 WASHINGTON DC 20036 12721008 0 X WWW.AFCGROWTHFUND.ORG X 1998 WI IMPROVE OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC & SUSTAINABLE PUBLIC POLICY. 6 6 0 6 0 0 9311753 11985895 10750 13000 -4743 4609 -80578 -285249 9237182 11718255 4582000 4439506 0 0 0 0 0 7000 432048 5316002 6555967 9898002 11002473 -660820 715782 5731451 6606104 647018 836192 5084433 5769912 X ALLIANCE FOR SCHOOL CHOICE IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 0 0 3771576 2905500 PROGRAM IMPLEMENTATION: CONDUCT MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIGIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 4020560 1527756 DIRECT STATE SUPPORT: DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND IMPLEMENT SCHOOL CHOICE PROGRAMS. IMPLEMENTATION INCLUDES MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARNESS OF AND INCREASE PARTICIPATON IN PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIBIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBLICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 1651397 COMMUNICATIONS: DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 658369 6250 13000 CONFERENCES: CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY, AND LEADERSHIP DEVELOPMENT. 658369 6250 13000 10101902 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 36 0 0 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X JENNIFER MILLER 2022801990 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 X ELISABETH DEVOS CHAIRMAN 1.00 2.50 X X 0 0 0 JOHN KIRTLEY VICE CHAIRMAN 1.00 2.00 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 WILLIAM OBERNDORF CHAIRMAN EMERITUS 2.00 0.00 X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 1.50 X 0 0 0 SPENCER ROBERTSON DIRECTOR 0.50 0.00 X 0 0 0 GREGORY BROCK EXECUTIVE DIRECTOR 16.00 24.00 X 0 214791 13172 JENNIFER MILLER CFO/TREASURER 18.00 22.00 X 0 131646 24217 0 346437 37389 0 0 1 0 KIRKLAND & ELLIS LLP 601 LEXINGTON AVE NEW YORK NY 10022 LEGAL- FL DEFENSE 179049 NATIONAL CABLE COMMUNICATIONS PO BOX 3350 BOSTON MA 02241 MEDIA BUYS - NSCW 176803 WOODRING LAW FIRM 203 N GADSDEN STREET SUITE 1C TALLAHASSEE FL 32301 LEGAL- FL DEFENSE 112099 3 748568 11237327 865083 11985895 ANNUAL SUMMIT REG./SPONSORSHIP 900099 13000 13000 13000 243 243 139474 139474 0 555321 550663 292 4658 -292 4366 4366 14870 748568 312324 -297454 -297454 OTHER INCOME 900099 12205 12205 12205 11718255 13000 0 -280640 4434756 4434756 4750 4750 22305 17721 2825 1759 30988 30988 7000 7000 1036701 991846 19931 24924 956 956 73074 37557 31903 3614 74985 8695 66290 157192 95365 52363 9464 250239 208581 22841 18817 244724 244724 15183 12063 1923 1197 11627 4529 6649 449 DIRECT PROGRAM EXPENSES 2162015 1965347 196668 REIMBURSEMENT TO AFFILI 1687465 1327393 228856 131216 COMMUNICATIONS - NEWSLE 709674 709674 DEVELOPMENT/DIRECT MAIL 36210 36210 42629 38901 2998 730 11002473 10101902 468523 432048 2745286 1718129 2451 272468 2773773 3728493 1780 10966 166561 841568 78112 67858 17374 10254 24226 24226 5731451 6606104 119262 68364 65000 175000 8017 7618 454739 585210 647018 836192 X 1406771 1194169 3677662 4575743 5084433 5769912 5731451 6606104 715782 -30303 0 X 0 1 X 1 0 X 6309253 5193313 9360660 9311753 11992265 42167244 6309253 5193313 9360660 9311753 11992265 42167244 22751268 19415976 33567 130924 120471 134640 139717 559319 0 0 15116 13336 8406 20583 12205 69646 42796209 125868 0.45370 0.42980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37668 107500 145168 11119449 11264617 713231 178308 0 0 433448 575053 645219 713231 2366951 3550427 138172 276227 111278 145168 670845 108362 143763 161305 178308 591738 887607 96302 24428 1278 37668 159676 58159 58159 0 19953 9699 10254 10254 SECURITY DEPOSITS 17700 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 567510 585210 X 12089570 -30303 -30303 12119873 -401618 -401618 11718255 11404091 401618 401618 11002473 0 11002473 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -139,474. SPECIAL EVENT EXPENSES -262,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 139,474. SPECIAL EVENT EXPENSES 262,144. ANNUAL GALA 763318 748568 14750 54856 257468 1 120 120 763438 748568 14870 54856 257468 312324 -297454 1 BARJON INSTITUTE 1810 CHILDRESS DRIVE ATLANTA GA 30311 475614448 501(C)(3) 30000 FLORIDA RALLY BEACON CENTER 201 4TH AVENUE N SUITE 1820 NASHVILLE TN 37219 640927212 501(C)(3) 87500 GENERAL SUPPORT - TN BLACK ALLIANCE FOR EDUCATIONAL OPTIONS 8401 CONNECTICUT AVENUE SUITE 1202 CHEVY CHASE MD 20815 392015443 501(C)(3) 565000 GEN SUPPORT, IMPLEMENTATION - AL, LA, TN BLACK ALLIANCE FOR EDUCATIONAL OPTIONS 8401 CONNECTICUT AVENUE SUITE 1202 CHEVY CHASE MD 20815 392015443 501(C)(3) 202463 SUPPORT OF LEGAL DEFENSE & AMICUS BRIEF FOR FL CHOICE PROGRAM CHILDREN'S SCHOLARSHIP FUND OF PHILADELPHIA 100 SOUTH BROAD STREET STE 1200 PHILADELPHIA PA 19110 233078729 501(C)(3) 290000 OUTREACH/MARKETING - PA GEORGIA CENTER FOR OPPORTUNITY 333 RESEARCH COURT SUITE 210 NORCROSS GA 30092 581928520 501(C)(3) 30000 GENERAL SUPPORT - GA GREATSCHOOLS 1999 HARRISON STREET SUITE 1100 OAKLAND CA 94612 943311628 501(C)(3) 44000 DATA COLLECTION - AZ, IN, OH HISPANIC COUNCIL FOR REFORM AND EDUCATIONAL OPTIONS 4095 STATE ROAD 7 SUITE L 151 WELLINGTON FL 33449 743023330 501(C)(3) 291043 GRASSROOTS MINISTRIES AND SUPPORT OF LEGAL DEFENSE FOR FL CHOICE PROGRAM HISPANIC COUNCIL FOR REFORM AND EDUCATIONAL OPTIONS 4095 STATE ROAD 7 SUITE L 151 WELLINGTON FL 33449 743023330 501(C)(3) 20000 AZ STO RATINGS PROJECT HISPANICS FOR SCHOOL CHOICE EDUCATIONAL TRUST 1727 S 9TH STREET MILWAUKEE WI 53204 452263797 501(C)(3) 10000 GENERAL SUPPORT - WI INDIANAPOLIS URBAN LEAGUE 777 INDIANA AVENUE INDIANAPOLIS IN 46202 356060655 501(C)(3) 36000 OUTREACH - IN INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET SUITE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 310000 IMPLEMENTATION - IN NETWORK FOR QUALITY EDUCATION 101 WEST OHIO STREET SUITE 700 INDIANAPOLIS IN 46204 204046250 501(C)(3) 100000 GENERAL SUPPORT FOR 2-YEAR STRATEGIC PLAN NEVADA ALLIANCE FOR LATINO EDUCATION & JUSTICE 1930 VILLAGE CIRCLE DRIVE 3-955 LAS VEGAS NV 89134 453279275 501(C)(3) 27250 OUTREACH - NV PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 434 FAYETTEVILLE STREET SUITE 1620 RALEIGH NC 27601 202754466 501(C)(3) 770000 IMPLEMENTATION & ADVOCACY - NC SCHOOL CHOICE OHIO 88 E BROAD STREET SUITE 640 COLUMBUS OH 43215 203130699 501(C)(3) 425000 IMPLEMENTATION - OH SERVING OUR CHILDREN 1615 L STREET NW SUITE 750 WASHINGTON DC 20036 208874570 501(C)(3) 60000 GENERAL SUPPORT - DC STEP UP FOR STUDENTS (ALABAMA OPPORTUNITY SCHOARLSHIP FUND) PO BOX 59188 BIRMINGHAM AL 35259 463813722 501(C)(3) 920000 IMPLEMENTATION - AL THE THOMAS B FORDHAM INSTITUTE 1016 16TH STREET NW 8TH FLR WASHINGTON DC 20036 311816446 501(C)(3) 200000 STUDENT ENGAGEMENT RESEARCH - NATIONWIDE URBAN LEAGUE OF GREATER NEW ORLEANS 2912 CANAL STREET NEW ORLEANS LA 70119 720423627 501(C)(3) 15000 IMPLEMENTATION - LA 20 PART I, LINE 2: THE ORGANIZATION EMPLOYS SEVERAL INDIVIDUALS WHO ARE ASSIGNED A GEOGRAPHIC REGION OF THE UNITED STATES. PART OF THEIR JOB IS TO WORK CLOSELY WITH THE ALLIES WITHIN THE STATES AND GRANTEE ORGANIZATIONS TO ACCCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. THE GRANTEES ARE REQUESTED TO SUBMIT INTERIM AND FINAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 GREGORY BROCK EXECUTIVE DIRECTOR 0 214791 0 0 0 0 0 7562 0 5610 0 227963 0 0 JENNIFER MILLER CFO/TREASURER 0 131646 0 0 0 0 0 5466 0 18751 0 155863 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE EXECUTIVE DIRECTOR COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS AND PRESENTED TO THE CHIEF FINANCIAL OFFICER (CFO) AT CONCLUSION. DURING THIS PROCESS, THE CHAIRMAN WILL ALSO REVIEW THE THE COMPENSATION OF OTHER HIGHLY COMPENSATED EMPLOYEES, INCLUDING THE CHIEF OPERATING OFFICER (COO), CFO/TREASURER AND OTHER TOP MANAGEMENT OFFICIALS. THE EXECUTIVE DIRECTOR AND/OR THE COO CONDUCTS THE EVALUATIONS OF MANAGEMENT OFFICIALS AND OTHER STAFF. IN ADDITION, THE BOARD REVIEWS AND EVALUATES THE COMPENSATION FOR EXECUTIVE COUNSEL ANNUALLY DURING EXECUTIVE SESSION, THE ANNUAL REVIEW IS PRESENTED BY THE EXECUTIVE DIRECTOR AND COO. X 7 850983 AVG HI/LO OF MARKET X DONATED WINE FOR SAN FRANCISCO GALA 47 14100 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): FOR COLUMN B, THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 IN MARCH 2012, THE BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AS FOLLOWS: 1. EXECUTIVE DIRECTOR CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,000 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. ANY APPROVAL UNDER 1 & 2 ARE COMMUNICATED TO THE FULL BOARD EITHER VIA ELECTRONIC UPDATES OR AT BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 4 IN 2015 ALLIANCE FOR SCHOOL CHOICE, INC., REGISTERED IN ITS STATE OF INCORPORATION TO DO BUSINESS AS AMERICAN FEDERATION FOR CHILDREN GROWTH FUND OR AFC GROWTH FUND FOR SHORT. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER/TREASURER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTS REQUIRED TO COMPLETE FORM 990. ONCE COMPLETED AND REVIEWED BY THE TAX FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE EXECUTIVE DIRECTOR SIGNS THE RETURN AND PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: ALLIANCE FOR SCHOOL CHOICE (ALLIANCE) DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN ALLOCATE TIME SPENT ON 501(C)3 RELATED ACTIVITIES PER A WEEKLY TIMESHEET. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. AMERICAN FEDERATION FOR CHILDREN INC 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS CA 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 690978 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 1729169 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 1679853 ACTUAL FIGURES