2016-06-23T16:12:42-05:00 2015-08-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-09-01 521383374 HIGHER ACHIEVEMENT PROGRAM INC HIGH 2028617753 1750 COLUMBIA RD NW WASHINGTON DC 20009 LYNSEY WOOD JEFFRIES CHIEF EXECUTIVE OFFICER 2028617753 2016-05-18 1 DAVID TRIMNER P00444822 5712279500 2014 2016-09-27 15:27:22Z LYNSEY WOOD JEFFRIES 1750 COLUMBIA RD NW WASHINGTON DC 20009 8932361 0 X WWW.HIGHERACHIEVEMENT.ORG X 1985 DC PROVIDE OUT OF SCHOOL TIME EDUCATION FOR 5TH THROUGH 8TH GRADERS, TO PUT STUDENTS ON TRACK TO COLLEGE SUCCESS IN FOUR CITIES: DC, BALTIMORE, RICHMOND, AND PITTSBURGH. 15 15 292 1000 -33851 -33851 6643567 8735237 0 0 -9558 299 85562 53580 6719571 8789116 0 0 0 0 3876300 4972071 0 0 639074 1695348 2621500 5571648 7593571 1147923 1195545 6904164 8198373 1838131 1936878 5066033 6261495 X HIGHER ACHIEVEMENT CLOSES THE OPPORTUNITY GAP DURING THE PIVOTAL MIDDLE SCHOOL YEARS. BY LEVERAGING THE POWER OF COMMUNITIES, HIGHER ACHIEVEMENT'S PROVEN MODEL PROVIDES A RIGOROUS YEAR-ROUND LEARNING ENVIRONMENT, CARING ROLE MODELS, AND A CULTURE OF HIGH EXPECTATIONS, RESULTING IN COLLEGE-BOUND SCHOLARS WITH THE CHARACTER, CONFIDENCE, AND SKILLS TO SUCCEED. 0 0 5721071 OUT OF SCHOOL TIME EDUCATION: PROVIDE AFTER SCHOOL AND SUMMER ACADEMIC ENRICHMENT IN UNDERSERVED AREAS OF WASHINGTON, DC, VIRGINIA, PENNSYLVANIA AND MARYLAND. HIGHER ACHIEVEMENT SERVES 908 CHILDREN IN GRADES 5-8. SERVICES INCLUDE HOMEWORK HELP, ACTIVITIES, EVENING MEALS AND MENTORING THREE NIGHTS PER WEEK DURING THE ACADEMIC YEAR AND SIX WEEKS OF RIGOROUS ACADEMIC WORK DURING THE SUMMER. SUMMER ACADEMY IS 8 HOURS PER DAY FIVE DAYS PER WEEK AND INCLUDES TWO MEALS PER DAY. THE PROGRAM IS FREE TO THE FAMILIES. STUDENTS IMPROVE ON STANDARDIZED TESTS, GRADES, AND CONFIDENCE, AND ARE PLACED IN TOP HIGH SCHOOLS. 95% OF GRADUATES FINISH HIGH SCHOOL ON TIME. 5721071 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 292 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD VA PA X X HAN VU 2028617753 1750 COLUMBIA ROAD WASHINGTON DC 20009 MITCHELL SCHEAR CHAIR 3.00 X X 0 0 0 ANNIE LINEHAN CZERWINSKI VICE CHAIR 3.00 X X 0 0 0 CHRIS LEECH TREASURER 3.00 X X 0 0 0 MARK DEBORD SECRETARY 3.00 X X 0 0 0 SAMEER BHARGAVA MEMBER 2.00 X 0 0 0 JOHN BOOCHEVER MEMBER 2.00 X 0 0 0 DAVID FARRELL MEMBER 2.00 X 0 0 0 NICOLE GALLANT MEMBER 2.00 X 0 0 0 PETER HORST MEMBER 2.00 X 0 0 0 MICHAEL KAGAN MEMBER 2.00 X 0 0 0 SARAH LATTERNER PARKER MEMBER 2.00 X 0 0 0 GENE PINKARD MEMBER 2.00 X 0 0 0 JOSHUA B RALES MEMBER 2.00 X 0 0 0 RAJ SHARMA MEMBER 2.00 X 0 0 0 GARY THOMPSON PRO BONO COUNSEL MEMBER 2.00 X 0 0 0 TARIQ WEST MEMBER 2.00 X 0 0 0 RUSSELL GREIFF MEMBER 2.00 X 0 0 0 LYNSEY WOOD JEFFRIES CEO 45.00 X 137644 0 8004 SANDRA MOHR CONTROLLER 45.00 X 112687 0 1291 250331 0 9295 2 0 0 0 CROSS & JOFTUS 8610 RIDGE ROAD BETHESDA MD 20817 CURRICULUM DEVELOPER 192500 BARON TOURS PO BOX 1662 FALLS CHURCH VA 22041 TRANSPORTATION 154215 CONCENTUS PO BOX 400 MCLEAN VA 22101 IT CONSULTANT 141910 3 996217 2502376 5236644 8735237 299 299 26869 60720 -33851 -33851 -33851 151193 996217 82525 68668 68668 MISCELLANEOUS 900099 18763 18763 18763 8789116 0 -33851 87730 X 395495 234737 111378 49380 3859499 2920711 508685 430103 81944 60183 12059 9702 304357 205318 53696 45343 330776 243437 55973 31366 31074 31074 942694 867107 39107 36480 24359 19016 208 5135 160943 88728 65200 7015 142217 114200 28017 221925 133431 88494 81195 64426 12749 4020 133038 111423 16109 5506 154960 45799 109161 51094 51094 SCHOLAR EXPENSES 428493 428493 EDUCATIONAL SUPPLIES 87755 87755 BANK AND LICENSE FEES 50422 50422 SPECIAL EVENTS 36818 33714 3104 74513 62593 11920 7593571 5721071 1233426 639074 2168969 1770590 626564 629093 1109855 2732557 4360808 1372377 2906052 2988431 92724 77702 6904164 8198373 656416 895522 406536 264415 773479 751840 1700 25101 1838131 1936878 X 3586513 3944045 1479520 2317450 5066033 6261495 6904164 8198373 1195545 -83 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 786643 786643 2500342 498125 2002217 224989 148579 76410 848834 725673 123161 2988431 LINE OF CREDIT 25101 25101 X 9075114 -83 142836 143245 285998 8789116 0 8789116 7879652 142836 143245 286081 7593571 0 7593571 PART X, LINE 2: HIGHER ACHIEVEMENT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. FOR THE YEARS ENDED AUGUST 31, 2015 AND 2014, NO ACCRUAL FOR BUSINESS INCOME TAXES WAS NECESSARY. HIGHER ACHIEVEMENT EVALUATED TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. HIGHER ACHIEVEMENT'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 82,525. RENTAL EXPENSES 60,720. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 82,525. RENTAL EXPENSES 60,720. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION CUSTOMARILY DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND FOLLOWS RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEDERAL AND STATE FUNDING FROM THE DEPARTMENT OF EDUCATION I3 & 21ST CENTURY GRANTS. GALA 1147410 996217 151193 9800 63509 9216 1147410 996217 151193 9800 63509 9216 82525 68668 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND CHIEF EXECUTIVE OFFICER AND SUCH OTHER DIRECTORS AS THE EXECUTIVE COMMITTEE DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD BUT SHALL NOT UNDERTAKE CHANGES IN THE POLICIES OR ACTIVITIES OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS AND THE PRINCIPAL OFFICERS OF HIGHER ACHIEVEMENT PROGRAM, INC. ALL CONFLICT OF INTEREST DISCUSSIONS ARE DOCUMENTED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON IS REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF THEIR FINANCIAL INTEREST TO THE DIRECTORS OR COMMITTEE MEMBERS CONSIDERING THE PROPOSED TRANSACTION. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DISCUSS THE MATTER AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. THE CHAIR OF THE BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY ATTAINABLE, THE DISINTERESTED MEMBERS OF THE BOARD OR COMMITTEE DETERMINE WHETHER TO ENTER INTO THE TRANSACTION. IF THE BOARD OR A COMMITTEE HAS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THAT MEMBER HAS AN OPPORTUNITY TO EXPLAIN THE SITUATION. IF, UPON FURTHER INVESTIGATION, IT IS DETERMINED THAT THE BOARD MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S COMPENSATION ANNUALLY. INCREASES ARE BASED ON SUBJECTIVE PERFORMANCE EVALUATIONS BY THE COMMITTEE, TAKING INTO CONSIDERATION DATA OF COMPARATIVE POSITIONS IN LIKE ORGANIZATIONS. ALL OTHER EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY AND INCREASES ARE GRANTED BASED ON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 HIGHER ACHIEVEMENT DOES NOT MAKE ITS GOVERNING DOCUMENTS OPEN TO THE PUBLIC. THE ORGANIZATION POSTS ITS FINANCIAL STATEMENTS ON ITS OWN WEBSITE AND WILL MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 553,791. MANAGEMENT AND GENERAL EXPENSES 24,976. FUNDRAISING EXPENSES 23,299. TOTAL EXPENSES 602,066. IT CONSULTING: PROGRAM SERVICE EXPENSES 130,814. MANAGEMENT AND GENERAL EXPENSES 5,900. FUNDRAISING EXPENSES 5,503. TOTAL EXPENSES 142,217. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 62,417. MANAGEMENT AND GENERAL EXPENSES 2,815. FUNDRAISING EXPENSES 2,626. TOTAL EXPENSES 67,858. OTHER FEES: PROGRAM SERVICE EXPENSES 120,085. MANAGEMENT AND GENERAL EXPENSES 5,416. FUNDRAISING EXPENSES 5,052. TOTAL EXPENSES 130,553.