2015-04-13T08:45:21-05:00 2014-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2013-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS PRESIDENT AND CEO 7037063300 2015-04-13 1 3019519090 2013 2016-03-07 17:11:31Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 26219932 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 21 20 226 20 0 0 4226153 3197885 24793195 22953633 15658 11059 52217 57355 29087223 26219932 1100375 1097635 0 0 5964766 5853158 0 0 717385 21497824 19212963 28562965 26163756 524258 56176 9614360 10007693 5934860 6271171 3679500 3736522 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 14672010 1023640 13982380 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. 6310772 73995 7667371 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. 833332 1095102 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. 252756 208780 ACADEMIC MATERIALS/PUBLICATIONS 247 TV & VIDEO PRODUCTION 253003 208780 22069117 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 226 1 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 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 AND CEO 40.00 X X 249802 0 7049 JOEL JANKOWSKY CHAIRMAN 2.00 X X 0 0 0 CHARLIE MCBRIDE VICE CHAIRMAN 2.00 X X 0 0 0 ANN M VENEMAN DIRECTOR 1.50 X 0 0 0 BRODERICK JOHNSON DIRECTOR (THROUGH 02/14) 1.50 X 0 0 0 BRUCE W JENTLESON DIRECTOR 1.50 X 0 0 0 E IVAN ZAPIEN 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 KAREN MYERS DIRECTOR (THROUGH 12/13) 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 ROBIN L BRONK DIRECTOR (THROUGH 06/14) 1.50 X 0 0 0 THERESA M FARIELLO 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 VP, SALES & MARKETING 40.00 X 154555 0 5114 MIA CHARITY VP, DEVELOPMENT 40.00 X 151711 0 5100 STEPHEN DOUGHERTY CFO (THROUGH 06/14) 40.00 X 128754 0 1536 LAWRENCE TAIT VP, SER. & TRANS. (DECEASED, 01/14) 40.00 X 118457 0 9962 RACHEL TALBERT VP,PROGRAM & CURRICULUM 40.00 X 134604 0 5100 JUSTIN ANDERSEN DIRECTOR OF SALES 40.00 X 147300 0 9354 JODI MITEVA DIRECTOR, MARKETING & IT 40.00 X 145995 0 9119 JOSEPH GERAGHTY DIRECTOR OF PUBS 40.00 X 103092 0 11466 SETH MAIMAN DIRECTOR, GOV'T RELATIONS 40.00 X 125356 0 9862 MELISSA WILLIAMS REGIONAL MANAGER 40.00 X 100613 0 15047 1560239 0 88709 11 0 1 0 QUICKS BUS COMPANY 2309 POPLAR STREET STAUNTON VA 24401 TRANSPORTATION 354774 BONAVENTURE MANAGEMENT 135 DIVISION AVENUE WEST SAYVILLE NY 11796 TRANSPORTATION 347066 OUTSOURCE PARTNERS 477 MADISON AVENUE SUITE 240 NEW YORK NY 10022 FINANCE CONSULTING 307528 EYRE BUS SERVICE PO BOX 13600 TRIADELPHIA RD GLENELG MD 21737 TRANSPORTATION 259195 LW TRANSPORTATION 4600 SUTTON OAKS DRIVE CHANTILLY VA 20151 TRANSPORTATION 254530 11 1092770 2105115 3197885 TUITION AND FEES 900099 22744853 22744853 ACADEMIC MATERIALS 900099 208780 208780 22953633 11059 11059 MISCELLANEOUS 900099 57355 57355 57355 26219932 22953633 0 68414 4865 4865 1092770 1092770 938150 320295 371206 246649 4401724 2957225 1310713 133786 67120 527739 -530630 70011 446164 446164 19291 19291 46700 46700 712526 109898 443703 158925 637640 593199 14360 30081 333962 250335 82066 1561 398031 323940 52384 21707 6711182 6668139 17994 25049 94480 69051 18955 6474 198461 198461 315437 315437 405176 13285 391891 PROGRAM LODGING 3428224 3428224 PROGRAM MEALS 3073221 3073221 TRANSFERS AND TOURS 1394583 1394583 PROGRAM CULTURAL EVENTS 696572 696342 230 747477 546006 178559 22912 26163756 22069117 3377254 717385 307648 19265 4435781 5395416 498116 429182 1303170 979797 71117 120531 461515 393318 2952849 779026 2052575 2173823 94186 95032 390252 401329 9614360 10007693 3994071 4454463 866156 818099 1074633 998609 5934860 6271171 X 2128618 2067611 1386257 1504286 164625 164625 3679500 3736522 9614360 10007693 56176 846 0 X 0 1 X 1 1 1 X 5709669 5624152 5248173 4226153 3197885 24006032 5709669 5624152 5248173 4226153 3197885 24006032 3796132 20209900 20091 43493 20357 15658 11059 110658 72766 93441 254218 52217 57355 529997 24646687 107613338 0.82000 0.83880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 17000 17000 26146756 26163756 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 40950 40950 39150 17000 138050 250000 250000 250000 250000 1000000 1500000 164625 2313 2313 164625 164625 2202 2202 164625 164625 2511 2511 164625 164823 1105 1303 164625 164817 3366 3360 164823 0.00000 1.00000 0.00000 0 0 692545 220355 472190 4400 4400 0 2255904 554271 1701633 2173823 DEFERRED RENTAL ABATEMENT 998609 998609 X 26220778 846 846 26219932 0 26219932 26163756 0 26163756 0 26163756 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, 2014, 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 GRANT FROM THE DEPARTMENT OF INTERIOR 248 1092770 PART I, LINE 2: CLOSE UP FOUNDATION'S GRANT THROUGH THE DEPARTMENT OF THE INTERIOR OFFICE OF INSULAR AFFAIRS IS TO FUND CIVIC EDUCATION PROGRAMS FOR STUDENTS AND TEACHERS FROM THE PACIFIC ISLANDS. X X X 0 0 0 0 0 0 0 1 0 TIMOTHY DAVIS PRESIDENT AND CEO 199802 0 50000 0 0 0 0 0 7049 0 256851 0 0 0 ERIC ADYDAN VP, SALES & MARKETING 114555 0 40000 0 0 0 0 0 5114 0 159669 0 0 0 MIA CHARITY VP, DEVELOPMENT 111711 0 40000 0 0 0 0 0 5100 0 156811 0 0 0 JUSTIN ANDERSEN DIRECTOR OF SALES 92300 0 55000 0 0 0 0 0 9354 0 156654 0 0 0 JODI MITEVA DIRECTOR, MARKETING & IT 90995 0 55000 0 0 0 0 0 9119 0 155114 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS RECEIVED BONUSES DURING THE YEAR: ERIC ADYDAN $40,000 MIA CHARITY $40,000 TIMOTHY DAVIS $50,000 STEPHEN DOUGHERTY $7,500 LAWRENCE TAIT $5,000 RACHEL TALBERT $20,000 JUSTIN ANDERSEN $55,000 JODI MITEVA $55,000 JOSEPH GERAGHTY $8,000 MELISSA WILLIAMS $30,500 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 15A AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND AMENDED 6/6/08, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY OF PAYMENTS OR COMPENSATION MADE BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR SERVICES, OR FAIR MARKET VALUE OF THE CONSIDERATION, AND ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED THE BASIS FOR ITS DETERMINATION. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN OCTOBER 2011. SALARIES OF THE EXECUTIVE OFFICERS OTHER THAN THE CEO ARE DETERMINED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS. ALL DECISIONS ARE 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.