2016-11-14T14:13:44-06:00 2015-12-31 911194016 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2015-01-01 911508191 ALLIANCE FOR EDUCATION ALLI 2063430449 509 OLIVE WAY No 500 SEATTLE WA 981011726 Amy Ward CEO 2063430449 2016-11-08 1 Sara Elizabeth J Hyre P00235495 4254544919 2016-11-09 2015 2017-02-10 21:41:12Z Lisa Chick 509 OLIVE WAY No 500 SEATTLE WA 981011726 7284776 0 X www.AllianceforEd.org X 1996 WA To ensure every child in Seattle Public Schools is prepared for success in college, career and life. 23 23 15 161 0 0 3853742 3513904 405802 496290 430921 559473 -224514 -242229 4465951 4327438 2228573 1971253 0 0 1302353 1349356 13197 0 387838 1189698 1137659 4733821 4458268 -267870 -130830 12743936 11759812 548319 579625 12195617 11180187 X Through fundraising, advocacy and civic engagement, the Alliance partners with our city's schools to ensure that every child is prepared for college, career and life. 0 0 2076244 1067475 394688 Educational Investment are organized into two areas designed to support student achievement at Seattle Public Schools (SPS):Strategic Work improves academic outcomes across SPS with a focus on eliminating the achievement gap that affects many low income students of color and other under-served student groups. Seattle Teacher Residency and Support for SPS' HR Redesign are examples of this work. Spirit Work includes the events we sponsor to support, celebrate and raise awareness about the achievements of students, teachers and principals in SPS. (See Section O for further details.)STRATEGIC WORK - ContinuedSince 2008, the Alliance has leveraged over $10 million to help implement the school district's strategic plans. In 2015, the Alliance's strategic work included:Seattle Teacher Residency: The Seattle Teacher Residency (STR) is modeled after medical residency model and is addressing the significant need for intensive, culturally-based training that prepares emerging educators for the rigors of improving student achievement in chronically under-performing urban schools. STR places Residents in low income, high-diversity schools for a year-long practicum under the close guidance of carefully chosen, highly qualified Mentor-teachers. At the same time, Residents are enrolled in an intensive UW College of Education master's degree program which fully integrates the classroom experience into the coursework. This intensive 14-month program to prepare teachers for high-need schools was launched in 2013 and has just finished training its third cohort of residents. A number of program milestones have been reached in the last year. - There are now 72 STR-trained educators teaching students in 29 high-need Seattle schools plus 23 Cohort 4 residents who began their year-long apprenticeships in June 2016. - 100% of the 28 Cohort 2 graduates (class of 2015) who completed their first year of teaching in June 2016 have returned to the same schools; this compares to just 82% of their peers.- 90% of the Cohort 1 graduates who graduated in June, 2014 are beginning their third year of teaching at the same high-need schools where they began their careers; this compares to the national 3-year retention rate of just 55% and an estimated local rate in the 70% range.- Toward the goal of creating a teaching force that is reflective of the district's student diversity (58%), 42% of the STR graduates now teaching in SPS are teachers of color (compared to just 20% of other SPS teachers)- Principals of STR graduates continue to report in anonymous independent surveys that STR-trained teachers are better prepared than other new teachers.Support for SPS' HR Department Redesign: The Alliance in partnership with local philanthropies supports the district's participation in the Urban Schools Human Capital Academy (USHCA). Through the academy's intensive 3-year program, SPS is learning to transform its HR department from focusing on mere transactional work to alignment with the goals of the SPS strategic plan. The objective is to become a high-functioning hub for talent recruitment and management to support principals' efforts to improve teaching and learning in schools. As a result so far, the 2014-15 teacher hiring schedule was accelerated by a full month and processes for hiring teachers and principals were improved with new mock-classroom exercises, competency definitions and innovative efficiencies. SPIRIT WORKSpirit Work in 2015 included:- Movin' On Up: An annual evening reception celebrating the principals and staff from schools that have moved up a level in the academic performance rankings or those that are at a level 5 (the highest rating given). - Foster Award: An event to award the winner of the Thomas B. Foster Award for Excellence given to an exceptional Principal with $50,000 to use in their school.- Alliance for Education Community Breakfast: A community event celebrating SPS accomplishments and raising funds for our work on behalf of Seattle Public Schools.- STR Welcome Panel: Q&A with STR alumni, residents, mentors, and instructors during the first day of STR Selection Day at the John Stanford Center. - Recognition Reception: An evening celebrating extraordinary teachers, faculty, and students in Seattle Public Schools. Winners of all Alliance for Education Awards and Scholarships were invited along with their families. Previous winners also attended to honor their peers' achievements.- STR Reception: A celebration of Cohort 2's completion of the Seattle Teacher Residency program and an opportunity to welcome Cohort 3.Form 990, Part VI, Line 1:Per the bylaws, the Executive Committee shall be composed of the officers of the corporation and such additional Directors as determined by the Board. The CEO/President shall be an ex-officio, non-voting member of the Committee. The Executive Committee shall provide guidance to the Board on all corporate matters not otherwise delgated to another commitee and shall exercise the full and complete authority of the Board except as set forth in committee charters. 1236195 903778 101602 Affiliated school activities-The Alliance provides Fiscal Services for nearly 200 school-support groups including PTAs and other volunteer networks. These groups raise funds for programs in the arts, languages, technology, community service, sports and other areas that enrich the school experience for thousands of local students. In 2015, the Alliance processed and acknowledged more than 5,100 donations on behalf of these grass roots groups, and disbursed over $1.57 million for instructional support, scholarships, awards, materials, trainings, extracurricular programs and other school-related activities. 3312439 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 15 0 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 WA X X AMY WARD CFO 2063430449 509 OLIVE WAY No 500 SEATTLE WA 981011726 Banks Pamela Director 0.50 X 0 0 0 Bridge Jonathan Director 2.00 X 0 0 0 Broom Jane Vice Chair 4.00 X X 0 0 0 Chapman Fay Director 1.50 X 0 0 0 Chick Lisa Director 1.00 X 0 0 0 Cohen Erle Director 1.00 X 0 0 0 Dailey Mathew Director 0.50 X 0 0 0 Dixon Dan Director 0.50 X 0 0 0 Erskine Roger Director 0.50 X 0 0 0 Frank Lynnette Vice Chair, Treasurer 3.00 X X 0 0 0 Gerry Brett Director 0.50 X 0 0 0 Gottlieb Steven Director 0.50 X 0 0 0 Hamm Ken Director 1.50 X 0 0 0 Hoff Brad Chair 5.00 X X 0 0 0 Lange Sheila Edwards Director 1.50 X 0 0 0 Leader Bruce Director 0.50 X 0 0 0 Miles Nathaniel Director 0.50 X 0 0 0 Morgan Chase Director 1.50 X 0 0 0 Ortega Estela Director 0.50 X 0 0 0 Paddock Matthew Vice-Chair, Secretary 2.00 X X 0 0 0 Thornton Jena Vice-Chair, Development 1.50 X 0 0 0 Yates Sally Director 2.00 X 0 0 0 Zapolsky David Director 0.50 X 0 0 0 Morris Sara President (Ex Officio Director) 40.00 X 165900 0 23469 Ward Amy CFO 40.00 X 103296 0 19540 269196 0 43009 2 0 1 1 0 190117 470091 9260 2844436 205385 3513904 Residency Program Svcs 611710 394688 394688 School Activity Svcs 611710 101602 101602 496290 156473 156473 3005214 2602214 403000 403000 403000 105495 470091 349204 -243709 -243709 7400 5920 1480 1480 4327438 496290 0 317244 1827291 1827291 143962 143962 312205 139139 109636 63430 779224 345846 274504 158874 43104 19704 14837 8563 130857 59818 45042 25997 83966 37372 29190 17404 43937 32459 8093 3385 63196 63196 361214 251210 83970 26034 174373 114673 37743 21957 7551 5578 1391 582 110324 45923 42959 21442 130278 122037 4770 3471 123051 115267 4505 3279 30491 8697 17490 4304 5827 2858 2133 836 Business and Excise Tax 43545 21358 15940 6247 Bad Debt 37581 16340 21241 Dues, Fees, & Licenses 3321 1629 1216 476 2970 1278 1376 316 4458268 3312439 757991 387838 1284103 717666 2218133 2392494 565884 309849 218351 139736 4360 12970 200634 113023 43769 87611 8390387 8080537 18949 18949 12743936 11759812 215382 179158 269051 178755 44911 64328 0 147591 18975 9793 548319 579625 X 672160 718445 11366630 10304915 156827 156827 12195617 11180187 12743936 11759812 X -130830 -587826 -164786 -131988 X 0 1 X 1 0 X 4649233 3712383 4275444 3853742 3513904 20004706 4649233 3712383 4275444 3853742 3513904 20004706 4837912 15166794 178699 191432 201838 194920 156473 923362 7 500 507 20928575 1257929 0.72470 0.68300 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS - 2013 Amount: $ 7. HONORARIUM - 2014 Amount: $ 200. UNCLAIMED PROPERTY - 2014 Amount: $ 300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8 0 517000 0 492240 0 655224 1 1 0 1 X 7573433 10850 -33383 372392 73413 63196 7041899 7460252 16155 560911 320410 75716 67759 7573433 6882021 6935 1150411 441827 71423 65865 7460252 6367887 750 829295 185176 68110 62625 6882021 6707483 5710 -154751 190555 6367887 0.00000 0.02230 0.97770 0 0 22931 11524 11407 127823 96155 31668 49880 5344 44536 87611 Capital lease payable 9793 9793 3889443 -587826 160 -536 -588202 4477645 63196 -213403 -150207 4327438 4740087 160 345391 345551 4394536 63196 536 63732 4458268 Part IV, Line 2b: Alliance for Education acts as a fiscal agent for the operation of certain programs of other organizations. Funds received for these programs are set aside in the Alliance's books and records for those organizations. Part V, Line 4: The Alliance has several endowments, each with specific purposes. The John Stanford Fund is intended for general support of the mission of the Alliance. The remaining endowment funds are intended to support awards to principals, teachers, students or to provide general support for specific schools or school programs in the Seattle school district. Part XI, Line 2d - Other Adjustments: Stock transfer fees -536. Part XI, Line 4b - Other Adjustments: Special Event Expense -213,403. Part XII, Line 2d - Other Adjustments: Special Event Expenses 213,403. Uncollectible Pledges from Prior Years 131,988. Part XII, Line 4b - Other Adjustments: Stock transfer fees 536. Auction/Dinner 382195 290164 92031 60029 118 21029 191918 Breakfast 193391 179927 13464 22350 53760 575586 470091 105495 82379 118 21029 245678 349204 -243709 1 Seattle Public Schools 2445 3rd Avenue South Seattle WA 98134 916001541 Government 1184614 These funds supported District-wide initiatives and individual school programs. University of Washington 129 Schmitz Hall Box 355870 Seattle WA 98195 916001537 Government 528157 Support for the Seattle Teacher Residency program. Ballard High School PTSA 1418 NW 65th Street Seattle WA 98117 911303069 501( c )(3) 11305 General Support for Ballard High School. Catharine Blaine PTA 2550 34th Ave W Seattle WA 98199 911116257 501( c )(3) 11305 General Support for Catharine Blaine K-8. Center School Community Association 305 Harrison Street Seattle WA 98109 800038130 501( c )(3) 43364 General Support for Center School. Friends of Ingraham High School 1819 N 135th Street Seattle WA 98133 462538697 501( c )(3) 40000 General Support for Ingraham High School. 101 Club - Scholarships 10 15000 Book Scholarship Friends of Seattle World School Alumni 24 16153 Book Scholarship Ballard HS - J. Amorratanasuchad Scholarship 2 14000 Book Scholarship STR Tuition Reimbursement 19 79254 Part I, Line 2: Seattle Public Schools (SPS) was the recipient of 60% of all grant funds awarded in 2015 ($1.18M). Approximately 6% of all grants were made directly to affiliated school groups in support of individual schools ($110k). 27% of total grants were made to other organizations ($528k). The remaining 7% of grant funds were awarded to organizations and to individuals as scholarships and fellowships ($144k). Grants to SPS: 37% were awarded as reimbursable grants and 63% as direct grants. Budgets are determined for each reimbursable grant project and SPS submits monthly expense reimbursement requests which are verified against budgeted expenditures before funds are distributed. Direct grants funds are deposited into separate cost center accounts at SPS for the specific purpose of the project and are subject to SPS expenditure policies. Grants to other organizations: During 2015, 100% of grants to other organizations were awarded as reimbursable grants. Budgets are determined for each reimbursable grant project and the organization submits monthly expense reimbursement requests which are verified against budgeted expenditures and project objectives before funds are distributed. Affiliated School Group: Funds are disbursed at the request of advisors for the account. Scholarships and Awards: Scholarships and awards are primarily restricted to support of the recipients higher education and are issued directly to the institution of higher education at which the recipient is enrolled. X X X X 0 0 0 0 0 0 0 1 0 Morris Sara President (Ex Officio Director) 165900 0 0 0 0 0 10800 0 12669 0 189369 0 0 0 Ward Amy CFO 103296 0 0 0 0 0 6770 0 12770 0 122836 0 0 0 Part I, Line 7 The CEO/President received a non-fixed payment in the form of a performance-based bonus. Part II: All employees of Alliance for Education are actually employees of the Greater Seattle Chamber of Commerce dba Seattle Metropolitan Chamber of Commerce, an unrelated organization. Since the Alliance reimburses the Chamber for an employee's time, compensation and related payroll expenses are reported on Part IX and Part VII of the Form 990. X 18 93896 Fair market value X Auction items 195 110610 COST/SELLING PRICE X School Supplies 6 755 Cost X Gift Cards 2 125 Cost/Selling Price 0 0 1 0 Part I, Column (b): The number in column (b) represents the amount of contributions received. Form 990, Part I, Line 6, Volunteers: STR - Selection Day and File Review (20) STR - Advisory (10) Auction/Gala (45) Community Breakfast (25) Board of Directors (27) Emeritus Board (34) Form 990, Part VI, Section B, line 11 Clark Nuber, an independent accounting firm, prepares the Form 990. The Finance and Audit Committee of the Alliance reviews the Form 990 and it is also emailed to all board members before it is filed with the IRS. Form 990, Part VI, Section B, line 12c Board members review and affirm the conflict of interest policy on an annual basis. Each member is required to disclose any actual or possible conflict of interest and to present all material facts to the board or Executive Committee. After such a disclosure, the interested person shall leave the board or executive committee meeting. The remaining members shall discuss and vote whether a conflict of interest exists. If a conflict is determined to exist, the interested person may make a presentation at the board or Executive Committee meeting, but shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. The chairperson of the board or Executive Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement and after exercising due diligence, a determination shall be made by a majority vote of the disinterested directors on whether the transaction or arrangement is in the best interests of the alliance. Meeting minutes will record the names of persons who made disclosures or who were found to have actual or possible conflicts of interest, the nature of the financial interest, any action taken to determine the presence of a conflict of interest and the board or Executive Committee's decisions. Form 990, Part VI, Section B, line 15 CEO/President: The Governance Committee of the Board of Directors is responsible for establishing goals and objectives relevant to the CEO/President's compensation and performance each year and for evaluating the CEO/President's performance annually in light of these goals and objectives. The Governance Committee utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation. The CFO: The CEO/President is responsible for establishing goals and objectives relevant to compensation and performance for this position. Performance and compensation are reviewed annually. The CEO/President utilizes the expertise of the Director of People programs at the greater Seattle Metropolitan Chamber of Commerce when determining compensation for these positions. Compensation reviews are done on an annual basis with the last review on April, 2016. Form 990, Part VI, Section C, line 19 Audited financial statements, annual reports and Form 990s for at least the past three years are made available on the organization's website. They are also available by request. Governing documents and conflict of interest policies are available upon request to the executive assistant. Form 990, Part XI, line 9: Uncollectible Pledges from Prior Years -131,988.