2015-08-28T07:14:53-05:00 2014-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2014-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1616 H STREET NW NO 820 WASHINGTON DC 200064917 JODI GRANT EXECUTIVE DIRECTOR 2023472030 2015-08-28 1 ROBERT ALBRECHT CPA P01003783 3019519090 2014 2016-03-07 17:11:31Z JODI GRANT 1616 H STREET NW NO 820 WASHINGTON DC 200064917 2746625 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 17 17 19 17 0 0 3838405 2614352 0 0 52543 78478 7354 9204 3898302 2702034 209226 50000 0 0 1379580 1457644 0 0 129280 1193508 1749522 2782314 3257166 1115988 -555132 7213727 6786186 222060 282879 6991667 6503307 X TO ENGAGE PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN QUALITY AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. 1 0 1223238 50000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL DEVELOPMENTS. TRAINING AFTERSCHOOL SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL FIELD IN THESE AREAS. 994664 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL MATERIALS ON THE AFTERSCHOOL ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENTS RELATED TO AFTERSCHOOL PROGRAMS. 334608 PUBLIC AWARENESS - FIELDING AND RESPONDING TO GENERAL INQUIRIES FROM THE PUBLIC ABOUT AFTERSCHOOL ISSUES, MEDIA WORK ON AFTERSCHOOL, AND EFFORTS TO PROMOTE PUBLIC AWARENESS ABOUT THE IMPORTANCE OF AFTERSCHOOL PROGRAMS, SUCH AS THE NATIONWIDE LIGHTS ON AFTERSCHOOL INITIATIVE. 200398 AMBASSADORS 100314 LOBBYING 90909 CHALLENGE 21089 FISCAL SPONSORSHIP 412710 2965220 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 20 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X JODI GRANT 2023472030 1616 H STREET NW SUITE 820 WASHINGTON DC 200064917 TERRY PETERSON CHAIRMAN 1.00 X X 0 0 0 LISA LUCHETA VICE CHAIRMAN 1.00 X X 0 0 0 BARRY FORD SECRETARY 1.00 X X 0 0 0 REINALDO LLANO TREASURER 1.00 X X 0 0 0 JAEMIE BALLESTEROS ALTMAN DIRECTOR 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 KARL DEAN DIRECTOR 1.00 X 0 0 0 LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 JOAN HIGGINBOTHAM DIRECTOR 1.00 X 0 0 0 KENNETH C MONTAGUE JR DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 LARRY PINTACUDA DIRECTOR 1.00 X 0 0 0 BONNIE REISS DIRECTOR 1.00 X 0 0 0 DIANE ROGERS DIRECTOR 1.00 X 0 0 0 JEAN MARGARET SMITH DIRECTOR 1.00 X 0 0 0 HERB STURZ DIRECTOR 1.00 X 0 0 0 STACEY GILLIS WEBER DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 209002 0 28927 BRIAN MCNAMEE CFO (UNTIL 1/2014) 40.00 X 10638 0 331 IRINA ZABELLO VP FINANCE & ADMIN (FROM 2/2014) 40.00 X 76865 0 298 JENNIFER RINEHART VP POLICY & RESEARCH 32.00 X 132892 0 6854 EDWARD SPITZBERG VP DEVELOPMENT 40.00 X 119542 0 3442 548939 0 39852 3 0 1 0 PR SOLUTIONS INC 1707 L STREET NW STE 925 WASHINGTON DC 20036 MEDIA SERVICES 333640 FOWLER HOFFMAN LLC PO BOX 70206 RICHMOND CA 94807 STATE AND NAT'L COALITION BLDG. 247589 SHUGOLL RESEARCH 7475 WISCONSIN AVENUE NW STE 200 BETHESDA MD 20814 RESEARCH SERVICES 184000 WASHINGTON PARTNERS LLC 1101 VERMONT AVENUE NW STE 400 WASHINGTON DC 20005 CONSULTING/LOBBYING 123534 4 11790 83503 2519059 2614352 47780 47780 3178 3178 75289 44591 30698 30698 30698 MISCELLANEOUS 900099 6026 6026 6026 2702034 0 0 87682 X 50000 50000 326061 292154 28267 5640 962727 811323 40714 110690 20756 13462 5150 2144 55241 43312 8501 3428 92859 73820 13622 5417 48129 48129 43026 43026 595891 593365 2526 11628 11628 110715 94352 15531 832 152440 150524 1886 30 89934 70511 18500 923 79687 72068 7518 101 89016 77781 11235 638 638 22078 22078 4879 4879 MEDIA 246897 246897 STIPENDS AND AWARDS 150215 150215 PROGRAMMATIC EXPENSES 64090 64090 AMBASSADOR STIPENDS 18275 18275 21984 13331 8578 75 3257166 2965220 162666 129280 242017 41337 4888935 4199145 35000 391000 32958 67088 18395 22225 137113 103456 43444 33657 1860129 1912549 92849 119185 7213727 6786186 133207 159047 88853 123832 222060 282879 X 3058015 2938237 2462658 2094076 1470994 1470994 6991667 6503307 7213727 6786186 -555132 66772 0 X 0 1 X 1 0 X 2545999 2738905 3146372 3838405 2614352 14884033 2545999 2738905 3146372 3838405 2614352 14884033 8391142 6492891 20085 37492 44460 55070 50958 208065 23 1238 500 652 6026 8439 15100537 88965 0.43000 0.35170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44064 56250 100314 3156852 3257166 312858 78215 0 0 300000 293762 289116 312858 1195736 1793604 96030 91987 41716 100314 330047 75000 73441 72279 78215 298935 448403 45653 3871 267 44064 93855 1730163 124972 94340 1760795 1532896 272556 75289 1730163 1345486 134786 120162 67538 1532896 1336208 9278 1345486 0.84000 0.16000 0 0 18667 11707 6960 118446 91749 26697 33657 CAPITAL LEASE 10945 DEFERRED COMPENSATION OBLIGATION 112887 123832 X 2768806 66772 66772 2702034 0 2702034 3257166 0 3257166 0 3257166 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THE ALLIANCE 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 BALTIMORE'S SAFE AND SOUND CAMPAIGN 2 EAST READ STREET 3RD FLOOR BALTIMORE MD 21202 522147148 501(C)(3) 10000 GRANT TO DEVELOP AND PILOT DIGITAL BADGE SYSTEMS, IN PARTNERSHIP WITH LOCAL AFTERSCHOOL PROGRAMS AND PROVIDERS OF PROFESSIONAL DEVELOPMENT FOR AFTERSCHOOL PROFESSIONALS. MICHIGAN ASSOCIATION OF UNITED WAY 330 MARSHALL STREET STE 211 LANSING MI 48912 381359596 501(C)(3) 10000 GRANT TO DEVELOP AND PILOT DIGITAL BADGE SYSTEMS, IN PARTNERSHIP WITH LOCAL AFTERSCHOOL PROGRAMS AND PROVIDERS OF PROFESSIONAL DEVELOPMENT FOR AFTERSCHOOL PROFESSIONALS. OHIO CHILD CARE RESOURCE AND REFERRAL 2760 AIRPORT DRIVE STE 160 AT ENTRANCE C COLUMBUS OH 43219 311339322 501(C)(3) 10000 GRANT TO DEVELOP AND PILOT DIGITAL BADGE SYSTEMS, IN PARTNERSHIP WITH LOCAL AFTERSCHOOL PROGRAMS AND PROVIDERS OF PROFESSIONAL DEVELOPMENT FOR AFTERSCHOOL PROFESSIONALS. OREGON ASSOCIATION FOR THE EDUCATION PO BOX 1455 TUALATIN OR 97062 237088803 501(C)(3) 10000 GRANT TO DEVELOP AND PILOT DIGITAL BADGE SYSTEMS, IN PARTNERSHIP WITH LOCAL AFTERSCHOOL PROGRAMS AND PROVIDERS OF PROFESSIONAL DEVELOPMENT FOR AFTERSCHOOL PROFESSIONALS. UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 501(C)(3) 10000 GRANT TO DEVELOP AND PILOT DIGITAL BADGE SYSTEMS, IN PARTNERSHIP WITH LOCAL AFTERSCHOOL PROGRAMS AND PROVIDERS OF PROFESSIONAL DEVELOPMENT FOR AFTERSCHOOL PROFESSIONALS. 5 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. THE ORGANIZATION DOES NOT MONITOR THE USE OF ITS AWARDS OR GRANTS. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 209002 0 0 0 0 0 24287 0 4640 0 237929 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JENNIFER RINEHART $5,000 EDWARD SPITZBERG $5,000 IRINA ZABELLO $1,500 FORM 990, PART III, LINE 2 IN OCTOBER 2014, THE AFTERSCHOOL ALLIANCE BEGAN THE "FISCAL SPONSORSHIP" PROGRAM, IN WHICH IT ENTERED INTO AN AGREEMENT WITH THE NATIONAL GIRLS COLLABORATIVE (NGC), IN ORDER TO SUPPORT THE NEWLY FORMED NONPROFIT ORGANIZATION, DURING ITS ESTABLISHMENT PERIOD. NGC IS COMMITTED TO INFORMING AND ENCOURAGING GIRLS TO PURSUE CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE VICE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACCOMPLISHMENTS PLUS A COLA (COST OF LIVING ADJUSTMENT). THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN JANUARY 2015 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. IN 2014 A 1.5% COLA WAS GIVEN TO ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 124,476. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,476. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 189,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,550. PROGRAM CONTRACTORS: PROGRAM SERVICE EXPENSES 279,339. MANAGEMENT AND GENERAL EXPENSES 2,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,865.