2016-03-07T10:58:23-06:00 2015-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2014-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT AND CEO 7037063300 2016-03-07 1 3019519090 2014 2016-08-17 19:52:53Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 28706197 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 18 17 225 17 0 0 3197885 3330448 22953633 25287913 11059 11998 57355 75838 26219932 28706197 1097635 96324 0 0 5853158 6175378 0 0 632167 19212963 21574379 26163756 27846081 56176 860116 10007693 9373256 6271171 4877464 3736522 4495792 X THE CLOSE UP FOUNDATION IS A NONPROFIT, NONPARTISAN CITIZENSHIP EDUCATION ORGANIZATION THAT WORKS TO PROMOTE RESPONSIBLE AND INFORMED PARTICIPATION IN THE DEMOCRATIC PROCESS THROUGH EDUCATIONAL PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS. 0 0 14784140 96324 14142387 WASHINGTON HIGH SCHOOL PROGRAM: A SERIES OF PROGRAMS ABOUT GOVERNMENT AND POLITICS IN WASHINGTON, DC FOR SECONDARY SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. 7810377 9618226 WASHINGTON MIDDLE SCHOOL PROGRAM - A SERIES OF SEMINARS IN WASHINGTON, DC ABOUT GOVERNMENT AND POLITICS FOR MIDDLE SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICES WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 1037081 1302413 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 315064 224887 ACADEMIC MATERIALS/PUBLICATIONS 790 TV & VIDEO PRODUCTION 315854 224887 23947452 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 94 0 1 225 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT & CEO 40.00 X X 197858 0 5627 JOEL JANKOWSKY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 E IVAN ZAPIEN VICE CHAIRMAN 2.00 X X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 ELIZABETH BACARDI DIRECTOR 1.50 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.50 X 0 0 0 FRANK C DAMRELL JR DIRECTOR 1.50 X 0 0 0 JAMES C DINEGAR DIRECTOR 1.50 X 0 0 0 JANET HALE DIRECTOR 1.50 X 0 0 0 JOHN E SUNUNU DIRECTOR 1.50 X 0 0 0 LINDA E MCMAHON DIRECTOR 1.50 X 0 0 0 MARGERY KRAUS DIRECTOR 1.50 X 0 0 0 TOD COHEN DIRECTOR 1.50 X 0 0 0 WILSON K PIPESTEM DIRECTOR 1.50 X 0 0 0 MICHAEL ANDREWS DIRECTOR 1.50 X 0 0 0 PETER CHERUKURI DIRECTOR 1.50 X 0 0 0 CHRISTOPHER J GOODE DIRECTOR 1.50 X 0 0 0 RYAN THOMPSON DIRECTOR 1.50 X 0 0 0 ERIC ADYDAN CHIEF OPERATING OFFICER 40.00 X 131900 0 5198 STEPHANIE STARGELL CHIEF FINANCIAL OFFICER 40.00 X 112645 0 1952 MIA CHARITY VP, DEVELOPMENT 40.00 X 111543 0 5100 RACHEL TALBERT VP,PROGRAM & CURRICULUM 40.00 X 114686 0 5100 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 40.00 X 152780 0 9486 JODI MITEVA DIRECTOR, MARKETING & IT 40.00 X 147800 0 9396 SHANNON AHRENS DIRECTOR, SALES 40.00 X 101903 0 5962 JOHN BRITTON GENERAL COUNSEL 40.00 X 160916 0 12101 SARA EMHOF SR. SALES REPRESENTATIVE 40.00 X 107320 0 5781 1339351 0 65703 10 0 1 0 QUICKS BUS COMPANY 2309 POPLAR STREET STAUNTON VA 24401 TRANSPORTATION 415294 BONAVENTURE MANAGEMENT INC 135 DIVISION AVENUE WEST SAYVILLE NY 11795 TRANSPORTATION 375568 DC TRAILS INC PO BOX 1508 LORTON VA 22199 TRANSPORTATION 298125 LW TRANSPORTATION INC 4600 SUTTON OAKS DRIVE CHANTILLY VA 20151 TRANSPORTATION 281222 MARYLAND COACH INC 1306 FAIRFIELD DRIVE FORESTVILLE MD 20747 TRANSPORTATION 254307 11 1347702 1982746 3330448 TUITION AND FEES 900099 25063026 25063026 ACADEMIC MATERIALS 900099 224887 224887 25287913 11998 11998 MISCELLANEOUS 900099 75838 75838 75838 28706197 25287913 0 87836 96324 96324 964820 363305 382763 218752 4536115 3307297 1102406 126412 260008 647888 -448653 60773 414435 414435 396 396 50000 50000 607320 134255 372627 100438 679816 648124 20322 11370 181399 90713 86893 3793 381046 323940 35399 21707 7912655 7847982 16877 47796 65307 57767 2562 4978 391620 391620 428194 14015 414179 PROGRAM LODGING 3831482 3831482 PROGRAM MEALS 3536570 3535791 779 TRANSFERS AND TOURS 1541122 1541094 28 PROGRAM CULTURAL EVENTS 654842 653766 15 1061 1312610 853709 424593 34308 27846081 23947452 3266462 632167 19265 8818 5395416 5183811 429182 309000 979797 744360 120531 118585 393318 237887 2970027 1170646 2173823 1799381 95032 557695 401329 413719 10007693 9373256 4454463 3072114 818099 895470 998609 909880 6271171 4877464 X 2067611 3045019 1504286 1286148 164625 164625 3736522 4495792 10007693 9373256 X 860116 -846 -100000 X 0 1 X 1 1 1 X 5624152 5248173 4126153 3197885 3330448 21526811 5624152 5248173 4126153 3197885 3330448 21526811 3895502 17631309 43493 20357 15658 11059 11998 102565 93441 254218 52217 57355 75838 533069 22162445 114704866 0.79550 0.82000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 27846081 27846081 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 40950 39150 17000 97100 250000 250000 250000 250000 1000000 1500000 164625 2300 2300 164625 164625 2313 2313 164625 164625 2202 2202 164625 164625 2511 2511 164625 164823 1105 1303 164625 0.00000 1.00000 0.00000 0 0 692545 283314 409231 4400 4400 0 2273082 882932 1390150 1799381 DEFERRED RENTAL ABATEMENT 909880 909880 X 28705351 -846 -846 28706197 0 28706197 27846081 0 27846081 0 27846081 PART V, LINE 4: THE INVESTMENT INCOME IS RESTRICTED TO PROVIDE FELLOWSHIP AWARDS TO TEACHERS AND STUDENTS. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2015, THE FOUNDATION 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. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. 1 MIAMI DADE SCHOOL PUBLIC SCHOOLS 1400 NE 2ND AVENUE MIAMI FL 33132 596000572 501(C)(3) 51142 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES DOVE SCIENCE ACADEMY 280 S MEMORIAL DRIVE TULSA OK 74112 731578930 501(C)(3) 18210 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES LANDRY WALKER HIGH SCHOOL 1200 LB LANDRY AVENUE NEW ORLEANS LA 70114 203737902 501(C)(3) 13262 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES EASTERN HIGH SCHOOL 1700 EAST CAPITOL STREET NE WASHINGTON DC 20003 536001131 501(C)(3) 8239 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES PROVIDENCE MET HIGH SCHOOL 325 PUBLIC ST PROVIDENCE RI 02905 061492961 501(C)(3) 5471 FUND MENTORING PROGRAM IN VARIOUS SCHOOL SYSTEMS ACROSS UNITED STATES 5 0 X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT & CEO 197858 0 0 0 0 0 0 0 5627 0 203485 0 0 0 JUSTIN ANDERSEN VP, SALES & PROGRAM SERVICES 111280 0 41500 0 0 0 0 0 9486 0 162266 0 0 0 JODI MITEVA DIRECTOR, MARKETING & IT 106300 0 41500 0 0 0 0 0 9396 0 157196 0 0 0 JOHN BRITTON GENERAL COUNSEL 160916 0 0 0 0 0 0 0 12101 0 173017 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: STEPHANIE STARGELL $8,000 JUSTIN ANDERSEN $41,500 JODI MITEVA $41,500 SHANNON AHRENS $31,000 SARA EMHOF $43,000 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE GENERAL COUNSEL, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15 AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND MOST RECENTLY RENEWED 9/26/2014, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. FOR THE CURRENT YEAR'S REVIEW, THE BOARD OBTAINED A STUDY OF OFFICER COMPENSATION THAT WAS USED IN EVALUATING THE APPROPRIATE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2015. THE OFFICER STUDY REFERRED TO ABOVE WAS ALSO USED TO EVALUATE COMPENSATION FOR THE ENTIRE SENIOR STAFF. THE BOARD DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE SENIOR STAFF WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR RESTRICTED GRANTS RESCINDED -100,000.