2016-02-10T15:31:58-06:00 2015-06-30 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2014-07-01 650828272 ADOPT-A-CLASSROOM INC ADOP 8773840764 110 NORTH 5TH STREET SUITE 820 MINNEAPOLIS MN 55403 ANN PIFER CHIEF OPERATING OFFICER 8773840764 2016-02-10 1 BRUCE THIEL P00526510 6123397811 2014 2016-08-17 19:52:53Z X ANN PIFER 110 NORTH 5TH STREET SUITE 820 MINNEAPOLIS MN 55403 2945018 0 X WWW.ADOPTACLASSROOM.ORG X 1998 FL WE GIVE TEACHERS A HAND BY PROVIDING NEEDED CLASSROOM SUPPLIES TO SUPPORT STUDENT SUCCESS. 7 7 10 20 0 0 4255954 2914322 0 0 24787 25635 5061 5061 4285802 2945018 2223842 2083969 0 0 478460 622388 0 0 269273 608286 460263 3310588 3166620 975214 -221602 3589835 3397501 17639 36341 3572196 3361160 ADOPT-A-CLASSROOM GIVES TEACHERS A HAND BY PROVIDING NEEDED CLASSROOM MATERIALS SO THAT ALL STUDENTS CAN SUCCEED. 0 0 2721847 2083969 IN FISCAL 2015, ADOPT-A-CLASSROOM DONATED $2.1MM IN CLASSROOM SUPPLIES, REACHING 8,687 CLASSROOMS ACROSS THE COUNTRY, IMPACTING THE LEARNING ENVIRONMENT FOR 200,000 STUDENTS. THE AVERAGE SIZE OF AN "ADOPTION" OF (DONATION TO) A CLASSROOM BY INDIVIDUAL AND CORPORATE DONORS INCREASED BY 16% TO $193.48.THE ORGANIZATION CONTINUES TO INVEST IN SIGNIFICANT IMPROVEMENTS TO ITS WEBSITE TO IMPROVE THE USER EXPERIENCE FOR TEACHERS AND DONORS, AND TO SUPPORT FUTURE GROWTH. 2721847 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 10 1 0 0 0 0 0 0 0 0 0 0 X 7 7 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 MD MA MI MN MS NH NJ NM NY NC OK OR PA SC TN UT VA WA WV WI X X ANN PIFER 6124244713 110 NORTH 5TH STREET SUITE 820 MINNEAPOLIS MN 55403 ANN BARKELEW DIRECTOR 0.50 X 0 0 0 SCOTT PANSKY DIRECTOR 0.50 X 0 0 0 JULIE KRUEGER DIRECTOR 0.50 X 0 0 0 MARK COHEN DIRECTOR 0.50 X 0 0 0 MINDA GRALNEK DIRECTOR 0.50 X 0 0 0 MATT JOHNSON DIRECTOR 0.50 X 0 0 0 TIM MOYNIHAN DIRECTOR 0.50 X 0 0 0 AMI ANDERSON DIRECTOR 0.50 X 0 0 0 SUSAN ENGEL SECRETARY 1.00 X X 0 0 0 RANDALL PLADSON TREASURER 0.50 X X 0 0 0 MARTHA PHELPS DIRECTOR 0.50 X 0 0 0 DOUG SPONG CHAIR 2.00 X X 0 0 0 MARJORIE KEAN DIRECTOR 0.50 X 0 0 0 ROBERT THACKER EXECUTIVE DIRECTOR 40.00 X 154093 0 6443 ANN PIFER COO 40.00 X 106029 0 7071 260122 0 13514 2 0 1 0 0 2914322 2914322 25635 25635 INT INC DISQ PERSON LO 900099 5061 5061 5061 2945018 0 0 30696 2083969 2083969 274531 117630 66663 90238 290539 147616 75509 67414 24105 13762 9005 1338 33213 15602 8356 9255 7634 7634 15300 15300 96592 5147 91445 17706 17706 49071 42869 6202 101235 101235 2065 1446 413 206 18755 9378 9377 9719 9719 46510 46510 BAD DEBT EXPENSE 90000 90000 MISCELLANEOUS 5676 3958 1718 3166620 2721847 175500 269273 2239305 2635374 509324 14265 185062 190123 325 2314 176808 62114 135654 114694 520165 440731 3589835 3397501 17639 36341 17639 36341 X 1084339 1246630 1967692 1583799 520165 530731 3572196 3361160 3589835 3397501 -221602 10566 0 X X 0 1 X 1 0 X 2630458 2550821 2758358 4255954 2914322 15109913 2630458 2550821 2758358 4255954 2914322 15109913 3802292 11307621 3682 9046 3521 24787 25635 66671 5061 5061 5061 15183 15191767 0.74430 0.72620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 520165 10566 530731 448177 71988 520165 436559 11618 448177 430328 6231 436559 382903 47425 430328 1.00000 1 0 176808 62114 114694 114694 BENEFICIAL INTEREST IN A PERPETUAL TRUST 530731 ALLOW FOR DOUBTFUL ACCT - LOAN FOR DISQUALIFIED PERSON -90000 440731 X 2991584 10566 36000 46566 2945018 0 2945018 3202620 36000 36000 3166620 0 3166620 PART V, LINE 4: THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A PERPETUAL TRUST WITH THE ASSETS HELD BY A THIRD PARTY. THESE ASSETS ARE CONSIDERED A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE ORGANIZATION HAS NO CONTROL OVER THE INVESTMENT OF THE FUNDS. DISTRIBUTIONS ARE MADE TO THE ORGANIZATION OF NO LESS THAN 5% OF THE FAIR VALUE OF THE FUND AS MEASURED BY A 12 QUARTER ROLLING AVERAGE OF THE FAIR VALUE OF THE FUND. DISTRIBUTIONS FROM THE FUND CAN BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF THE TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2015 AND 2014. 1 FUNDS FOR THE PURCHASE OF EDUCATIONAL MATERIALS, CHILDREN'S BOOKS AND OFFICE 6612 2083969 PART I, LINE 2: GOODS PURCHASED CAN ONLY BE SHIPPED TO THE TEACHER'S SCHOOL, NOT TO A HOME ADDRESS. THE ORGANIZATION USES THE NATIONAL CENTER FOR EDUCATIONS STATISTICS TO VERIFY SCHOOL INFORMATION TO ENSURE THAT THE SCHOOL IS AN ACCREDITED EDUCATIONAL INSTITUTION, AND THAT THE MAILING ADDRESS LISTED IN THE TEACHER'S REGISTRATION INFORMATION MATCHES THE ADDRESS LISTED IN THE NCES DATABASE. FOR PRIVATE SCHOOLS OR THOSE UNLISTED BY NCES, WE CALL/EMAIL THE SCHOOL TO CONFIRM USING INFORMATION FOUND ON THE SCHOOL WEBSITE OR PROVIDED BY THE TEACHER. ORDERS ARE NOT ALLOWED TO BE PROCESSED UNTIL THE SCHOOL AND MAILING ADDRESS HAVE BEEN VERIFIED. TEACHERS GENERALLY CHOOSE WHAT TO SPEND THEIR DONATED FUNDS ON FROM VENDORS ON THE ORGANIZATION'S WEBSITE. THOSE VENDORS ARE ONLY EDUCATIONAL MATERIAL SUPPLIERS, CHILDREN'S BOOK PUBLISHERS, AND OFFICE SUPPLY VENDORS. IF TEACHERS WANT TO SPEND THEIR FUNDS ON SOMETHING NOT AVAILABLE ON OUR SITE, THEY CAN SUBMIT A REQUEST FOR AN "OUT OF NETWORK PURCHASE". THOSE ARE REVIEWED FIRST BY A STAFF PERSON - IF ANYTHING LOOKS OUT OF THE ORDINARY OR INAPPROPRIATE, THE STAFF PERSON CONTACTS THE TEACHER TO ASK ABOUT WHY THE ITEM IS BEING REQUESTED AND WHAT IT WILL BE USED FOR. THE CHIEF OPERATING OFFICER THEN REVIEWS AND PERSONALLY APPROVES EVERY PAYMENT FOR OUT-OF-NETWORK PURCHASES. THIS ENSURES THAT ONLY ITEMS APPROPRIATE FOR EDUCATIONAL PURPOSES ARE BEING PURCHASED WITH DONATED FUNDS. X X X X 0 0 0 0 0 0 0 0 0 ROBERT THACKER EXECUTIVE DIRECTOR 154093 0 0 0 0 0 0 0 6443 0 160536 0 0 0 KLEO INC ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, FOUNDER AND FORMER OFFICER SALE OF INTELLECTUAL PROPERTY X 168700 190123 0 1 1 190123 KLEO INC ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, FOUNDER AND FORMER OFFICER 57758 LICENSING FEES AND MERCHANDISE PURCHASES 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS LIMITED AUTHORITY TO ACT BETWEEN FULL BOARD MEETINGS, AND MUST REPORT ANY SUCH ACTIONS TO THE FULL BOARD. NO BROAD DELEGATION OF AUTHORITY EXISTS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED FIRST BY THE BOARD TREASURER, THEN BY THE CHAIR OF THE BOARD BEFORE IT IS PRESENTED TO THE FULL BOARD FOR REVIEW, DISCUSSION, AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY MANAGEMENT ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. NO SUCH CONFLICTS OF INTEREST WERE FOUND TO EXIST IN THE MOST RECENT FISCAL YEAR. COO FOLLOWS UP DIRECTLY WITH ANY BOARD MEMBERS WHO FAIL TO SUBMIT THEIR FORM TO ENSURE COMPLIANCE. ADOPT-A-CLASSROOM ASKS EACH EMPLOYEE AND BOARD MEMBER WHETHER HE HAS AN ACTUAL OR POSSIBLE CONFLICT AND TO DESCRIBE ANY RELATIONSHIPS, TRANSACTIONS, OR OTHER CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT OF INTEREST. IF AN ACTUAL OR POSSIBLE CONFLICT ARISES, ADOPT-A-CLASSROOM REFERS SUCH MATTERS TO ITS OUTSIDE LEGAL COUNSEL FOR DETERMINATION, AND RELIES ON LEGAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS, AND WHAT RESTRICTIONS MAY APPLY TO THE RELATED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF EACH EXECUTIVE WHOSE COMPENSATION IS GREATER THAN $100,000. SUCH REVIEW CONSISTS OF A REVISION AND UPDATE OF AN EMPLOYMENT AGREEMENT, THE REVIEW OF PERFORMANCE, AND A REVIEW OF COMPENSATION WITH REFERENCE TO INDEPENDENT SALARY SURVEYS (MINNESOTA NONPROFITS SALARY AND BENEFITS SURVEY 2014, AND THE CHARITY NAVIGATOR 2014 CHARITY CEO COMPENSATION STUDY). THE WORK OF THE COMPENSATION COMMITTEE IS DOCUMENTED IN MINUTES OF THE COMMITTEE'S MEETINGS. THE COMPENSATION COMMITTEE'S WORK WAS COMPLETED JUNE 30, 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOW IMPLEMENTED AN AUDIT COMMITTEE AND A FINANCE COMMITTEE WHO WILL ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.