NAF: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NAF (EIN 13-3480246)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201522299349304412
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T17:28:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133480246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ACADEMY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % IRA BERKOWITZ CFO | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA BERKOWITZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2126352400 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KPMG LLP | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JD HOYE CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,298,463 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | NATIONAL ACADEMY FOUNDATION STRENGTHENS AND EXPANDS THE POOL OF HIGH SCHOOL GRADUATES PREPARED TO ENTER COLLEGE & THE WORKFORCE THROUGH ITS SERVICES TO OVER 500 ACADEMIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,834,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,042,863 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,310,478 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,985,823 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,132 | PYInvestmentIncomeAmt |
| CY Investment Income | $166,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,595 | PYOtherRevenueAmt |
| CY Other Revenue | -$130,207 | CYOtherRevenueAmt |
| PY Total Revenue | $19,293,708 | PYTotalRevenueAmt |
| CY Total Revenue | $10,064,785 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $321,153 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $372,593 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,205,392 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,411,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $363,345 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $206,945 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $969,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,575,289 | PYOtherExpensesAmt |
| CY Other Expenses | $7,382,942 | CYOtherExpensesAmt |
| PY Total Expenses | $13,465,179 | PYTotalExpensesAmt |
| CY Total Expenses | $14,374,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,828,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,309,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,023,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,129,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,526,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,899,574 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,497,071 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,229,677 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,549,509 | ExpenseAmt |
| Grant | $114,698 | GrantAmt |
| Revenue | $633,237 | RevenueAmt |
| Desc | ACADEMY OF FINANCE. THE ACADEMY OF FINANCE CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, INTERNATIONAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,516,493 | ExpenseAmt |
| Grant | $69,500 | GrantAmt |
| Revenue | $448,946 | RevenueAmt |
| Desc | ACADEMY OF INFORMATION TECHNOLOGY. THE ACADEMY OF INFORMATION TECHNOLOGY PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN PROGRAMMING, DATABASE ADMINISTRATION, WEB DESIGN AND ADMINISTRATION, DIGITAL NETWORKS, AND OTHER AREAS IN THE EXPANDING DIGITAL WORKPLACE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,034,419 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | $362,943 | RevenueAmt |
| Desc | ACADEMY OF ENGINEERING. THE ACADEMY OF ENGINEERING ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, AND PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,027,464 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $148,395 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $568,988 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,127,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA BERKOWITZ CFO | PersonNm |
| Phone | 2126352400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WEST 40TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JONDEL HOYE | ||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $448,510 | $0 | $72,031 | |
| SANFORD I WEILL | ||||||||
| CHAIRMAN | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH I CHENAULT | ||||||||
| VICE CHAIRMAN | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE A LUDWIG | ||||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANDY F BESSETTE | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| URSULA M BURNS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C DUGHI | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HUBER | ||||||||
| DIR/TREASURER UNTIL 3/7/14 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| A KIRK LANTERMAN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LOWELL MCADAM | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD MCGRAW III | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER R RAWLINGS III | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D ROBINSON III | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SCHWARTZ | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RONALD A WILLIAMS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SANJIV YAJNIK | ||||||||
| TREASURER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A BRILL | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BENIOFF FRIEDMAN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HINSHAW | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK A STANDISH | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH PLUMERI | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH TUCCI | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GORSKY | ||||||||
| DIRECTOR FROM 9/12/14 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SALLI SCHWARTZ | ||||||||
| DIRECTOR FROM 9/12/14 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| IRA BERKOWITZ | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $181,223 | $0 | $52,260 | ||
| ANDREW ROTHSTEIN | ||||||||
| VP PROGRAMS | 40.0 | 0.0 | Yes (X) | $160,002 | $0 | $32,605 | ||
| KATHERINE BLASIK | ||||||||
| AVP, RESEARCH & EVALUATION | 40.0 | 0.0 | $151,847 | $0 | $19,641 | Yes (X) | ||
| Brenda Barry | ||||||||
| AVP, Academy Development | 40.0 | 0.0 | $131,846 | $0 | $43,950 | Yes (X) | ||
| Colleen Devery | ||||||||
| AVP, Strategic Planning & Prog | 40.0 | 0.0 | $126,436 | $0 | $42,122 | Yes (X) | ||
| William Taylor | ||||||||
| AVP, Network Engmt & Growth | 40.0 | 0.0 | $128,284 | $0 | $11,407 | Yes (X) | ||
| Lisa Dughi | ||||||||
| AVP, Communications | 40.0 | 0.0 | $131,478 | $0 | $14,818 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,459,626 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $288,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PEARSON CHARITABLE FOUNDATION | |||||
| 1330 AVENUE OF THE AMERICAS 7TH FL | NEW YORK | NY | 10019 | CURRICULUM SERVICES | $935,800 |
| ORGANIZATIONAL SERVICES INC | |||||
| 3380 TRAVIS POINTE ROAD SUITE H | ANN ARBOR | MI | 48108 | CONSULTING SERVICES | $770,393 |
| COLLABORATIVE COMMUNICATIONS GROUP | |||||
| 1029 VERMONT AVE NW 9TH FL | WASHINGTON | DC | 20005 | CONSULTING SERVICES | $492,590 |
| WESTED | |||||
| 4665 LAMPSON AVENUE | LOS ALAMITOS | CA | 90720 | CONSULTING SERVICES | $263,717 |
| FISCHER CONSULTING GROUP LLC | |||||
| 32 CEDAR AVENUE | BARRINGTON | RI | 02806 | CONSULTING SERVICES | $263,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,357,093 | FundraisingAmt |
| All Other Contributions | $6,685,770 | AllOtherContributionsAmt |
| Total Contributions | $8,042,863 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE REGISTRATION FEES | 541900 | $669,660 | $669,660 |
| MEMBERSHIP DUES | 541900 | $1,013,175 | $1,013,175 |
| SCHOOL DISTRICT CONTRACTS | 541990 | $302,988 | $302,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,985,823 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,306 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $166,306 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,357,093 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $233,678 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$158,498 | TotalRevenueColumnAmt |
| Exclusion | -$158,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CURRICULUM PROJECTS | 900099 | $20,000 | $20,000 |
| TALENT DEVELOPMENT | 900099 | $6,000 | $6,000 |
| SPEAKING ENGAGEMENTS | 900099 | $2,291 | $2,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,291 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,064,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,014,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,198 | TotalAmt |
| Program Services | $232,198 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,395 | TotalAmt |
| Program Services | $140,395 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,024 | TotalAmt |
| Program Services | $312,325 | ProgramServicesAmt |
| Management And General | $337,591 | ManagementAndGeneralAmt |
| Fundraising | $104,108 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,243 | TotalAmt |
| Management And General | $152,243 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,301,395 | TotalAmt |
| Program Services | $3,071,026 | ProgramServicesAmt |
| Management And General | $775,342 | ManagementAndGeneralAmt |
| Fundraising | $455,027 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,903 | TotalAmt |
| Program Services | $292,327 | ProgramServicesAmt |
| Management And General | $67,242 | ManagementAndGeneralAmt |
| Fundraising | $36,334 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,605 | TotalAmt |
| Program Services | $378,957 | ProgramServicesAmt |
| Management And General | $127,926 | ManagementAndGeneralAmt |
| Fundraising | $31,722 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,852 | TotalAmt |
| Program Services | $226,412 | ProgramServicesAmt |
| Management And General | $96,773 | ManagementAndGeneralAmt |
| Fundraising | $50,667 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,679,421 | TotalAmt |
| Program Services | $1,385,952 | ProgramServicesAmt |
| Management And General | $240,026 | ManagementAndGeneralAmt |
| Fundraising | $53,443 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,017 | TotalAmt |
| Program Services | $14,627 | ProgramServicesAmt |
| Management And General | $11,390 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,000 | TotalAmt |
| Management And General | $112,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,837 | TotalAmt |
| Fundraising | $102,837 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,903 | TotalAmt |
| Program Services | $1,275,903 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,676 | TotalAmt |
| Program Services | $3,597 | ProgramServicesAmt |
| Management And General | $21,079 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,516 | TotalAmt |
| Program Services | $129,859 | ProgramServicesAmt |
| Management And General | $103,340 | ManagementAndGeneralAmt |
| Fundraising | $16,317 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,988 | TotalAmt |
| Program Services | $388,491 | ProgramServicesAmt |
| Management And General | $77,698 | ManagementAndGeneralAmt |
| Fundraising | $51,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,607 | TotalAmt |
| Program Services | $615,688 | ProgramServicesAmt |
| Management And General | $53,525 | ManagementAndGeneralAmt |
| Fundraising | $21,394 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,671 | TotalAmt |
| Program Services | $2,121,852 | ProgramServicesAmt |
| Management And General | $11,749 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,310 | TotalAmt |
| Program Services | $80,381 | ProgramServicesAmt |
| Management And General | $26,500 | ManagementAndGeneralAmt |
| Fundraising | $10,429 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,619 | TotalAmt |
| Program Services | $43,964 | ProgramServicesAmt |
| Management And General | $8,793 | ManagementAndGeneralAmt |
| Fundraising | $5,862 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF PROFESSIONAL DEVELOP. | $191,845 | $181,238 | $9,682 | $925 |
| BAD DEBTS EXPENSE | $155,396 | $155,396 | $0 | $0 |
| DUES AND SUBSCRIPTION | $66,868 | $29,644 | $9,128 | $28,096 |
| STIPENDS | $43,350 | $43,350 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,755 | TotalAmt |
| Program Services | $4,303 | ProgramServicesAmt |
| Management And General | $35,067 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,374,394 | TotalAmt |
| Program Services | $11,127,885 | ProgramServicesAmt |
| Management And General | $2,277,094 | ManagementAndGeneralAmt |
| Fundraising | $969,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,222 | BOYAmt |
| EOY | $472,628 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,031,527 | BOYAmt |
| EOY | $9,568,109 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,419 | BOYAmt |
| EOY | $660,793 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,336 | BOYAmt |
| EOY | $177,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,812,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,500,071 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,532 | BOYAmt |
| EOY | $2,312,629 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,742,501 | BOYAmt |
| EOY | $7,937,541 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,023,537 | BOYAmt |
| EOY | $21,129,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,381 | BOYAmt |
| EOY | $1,659,192 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $219,297 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,085 | BOYAmt |
| EOY | $21,085 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,466 | BOYAmt |
| EOY | $1,899,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,464,768 | BOYAmt |
| EOY | $4,464,768 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,502,303 | BOYAmt |
| EOY | $14,234,909 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,000 | BOYAmt |
| EOY | $530,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,497,071 | BOYAmt |
| EOY | $19,229,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,023,537 | BOYAmt |
| EOY | $21,129,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,309,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,215 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,968,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,682,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,164,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,834,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,118,043 | CurrentTaxYearAmt |
| Total | $63,767,256 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,968,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,682,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,164,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,834,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,118,043 | CurrentTaxYearAmt |
| Total | $63,767,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,396,855 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,370,401 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,306 | CurrentTaxYearAmt |
| Total | $1,281,840 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,291 | CurrentTaxYearAmt |
| Total | $71,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,120,334 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,805,620 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80421 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83717 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $683,420 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $82,665 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,500 | OtherExpendituresAmt |
| End Year Balance | $679,585 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $583,998 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $140,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,500 | OtherExpendituresAmt |
| End Year Balance | $683,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,153 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,500 | OtherExpendituresAmt |
| End Year Balance | $583,998 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $673,964 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,189 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,000 | OtherExpendituresAmt |
| End Year Balance | $568,153 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $530,000 | BeginningYearBalanceAmt |
| End Year Balance | $530,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.77990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,910 | DepreciationAmt |
| Book Value | $108,587 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $689,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $570,718 | DepreciationAmt |
| Book Value | $118,884 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,915,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $830,443 | DepreciationAmt |
| Book Value | $2,085,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,312,629 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,880,184 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $42,215 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $539,506 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $581,721 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,298,463 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$233,678 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$233,678 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,064,785 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,147,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $539,506 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $233,678 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $773,184 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,374,394 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,374,394 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW ARRANGEMENTS NATIONAL ACADEMY FOUNDATION HOLDS FUNDS FOR SEVERAL ACADEMIES THAT PARTICIPATE IN ITS EDUCATIONAL PROGRAMS, TO BE USED FOR RELATED ACTIVITIES. |
| PART V, LINE 4: | USE OF ENDOWMENT FUNDS THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. PRESENTLY, THE ANNUAL SCHOLARSHIP LIMIT IS $1,500. |
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITIONS THE NATIONAL ACADEMY FOUNDATION (NAF) WAS INCORPORATED IN JULY 1988 AND BEGAN OPERATIONS IN 1989 AS AN EDUCATIONAL ORGANIZATION. NAF OPERATES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES. ACCORDINGLY, IT IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. NAF HAS EVALUATED ITS TAX POSITIONS IN 2014 AND 2013, AND HAS DETERMINED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS, THAT IT WILL CONTINUE TO BE EXEMPT FROM INCOME TAXES, AND THAT NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR 2014 OR 2013. PART XI, LINE 4B: SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII, LINE 8. |
| PART XII, LINE 2D: | SPECIAL EVENT EXPENSES REPORTED ON 990 PART VIII, LINE 8. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|
| ELINORE ANTELL | ||
| GRANTWRITER | false | $49,500 |
| COMMUNITY COUNSELLING | ||
| COUNSEL | false | $46,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $96,232 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,432,273 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,357,093 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,180 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $84,304 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $149,374 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,432,273 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,357,093 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,180 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $84,304 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $149,374 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $233,678 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$158,498 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| OXNARD HIGH SCHOOL DISTRICT | |||||||||
| 309 SOUTH K STREET | OXNARD | CA | 93030 | 770008392 | SCHOOL DISTRICT | $30,000 | N/A | N/A | 1ST YR PLANNING |
| GLOBAL INITIATIVES INC | |||||||||
| PO BOX 5146 | WEST CHESTER | PA | 19380 | 161501127 | 501(C)(3) | $25,000 | N/A | N/A | ONGOING SUPPORT |
| BARKER CENTRAL SCHOOL DISTRICT | |||||||||
| 1628 QUAKER ROAD | BARKER | NY | 14012 | 166001503 | SCHOOL DISTRICT | $62,198 | N/A | N/A | ONGOING SUPPORT |
| THOMAS JEFFERSON HS | |||||||||
| 4001 WALNUT HILL LANE | DALLAS | TX | 75229 | 756001278 | SCHOOL DISTRICT | $6,000 | N/A | N/A | 1ST YR PLANNING |
| MECA | |||||||||
| 1450 NE 2ND AVE MIAMI FL 33132 | MIAMI | FL | 33132 | 596000572 | SCHOOL DISTRICT | $10,000 | N/A | N/A | 1ST YR PLANNING |
| FUND FOR PUBLIC SCHOOLS | |||||||||
| 52 CHAMBERS ST ROOM 210 | NEW YORK | NY | 10007 | 112656137 | SCHOOL DISTRICT | $15,000 | N/A | N/A | 1ST YR PLANNING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $140,395 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION OF GRANT QUALIFICATIONS | FormAndLineReferenceDesc |
| Explanation | NATIONAL ACADEMY FOUNDATION ("NAF") DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS WHO ARE SENIORS IN THE ACADEMIES DURING THE SCHOOL YEAR. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN AN ACADEMY, BE IN THEIR SENIOR YEAR, AND HAVE A MINIMUM GPA OF 3.0. ALONG WITH THE APPLICATION, THEY MUST SUBMIT AN ESSAY RESPONSE AS WELL AS WRITTEN RECOMMENDATIONS FROM A TEACHER, ACADEMY DIRECTOR, OR INTERNSHIP EMPLOYER. PROGRAM GRANTS ARE ALSO AWARDED THROUGH A COMPETITIVE PROCESS. AS PART OF THE PROPOSAL, APPLICANTS (ACADEMIES) MUST INCLUDE PROGRAM STATISTICS INCLUDING DATA ON COLLEGE PLACEMENT, ALUMNI SUCCESS STORIES, PROGRAM AWARDS, PROGRAM ENDORSEMENTS FROM THE SCHOOL OR BUSINESS COMMUNITY, ETC. THE APPLICATION MUST ALSO INCLUDE A DETAILED DESCRIPTION OF THE PROJECT, A PLAN FOR HOW FUNDS WILL BE USED TO ACCOMPLISH THE PROJECT, A PROJECT BUDGET (INCLUDING OTHER INCOME SOURCES IF APPLICABLE), A TIME LINE FOR CARRYING OUT THE PROJECT, AND AN EXPLANATION OF HOW THIS PROJECT CAN BE REPLICATED BY OTHER LOCAL ACADEMIES. ALL APPLICATIONS ARE POSTED ON THE NAF WEBSITE, ADVERTISED BY EMAIL TO ALL ENROLLED STUDENTS AND TEACHERS, AND DISTRIBUTED IN PRINTED FORMAT AT NAF CONFERENCES. APPLICATIONS AND PROPOSALS FOR SCHOLARSHIPS AND GRANTS, AND ACCOMPANYING REQUIRED PAPERWORK, ARE SELECTED AND EVALUATED BY EXTERNAL ADMINISTRATORS, INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS). FINALISTS ARE THEN REVIEWED BY COMMITTEES COMPRISED OF MEMBERS OF STAFF FROM THE NATIONAL ACADEMY FOUNDATION AND THE BUSINESS ENTERPRISE THAT CONTRIBUTES THE SCHOLARSHIP/GRANT FUNDS TO NAF. NAF NOTIFIES THE WINNERS, AND DISBURSEMENT IS MADE BY ISTS OR BY THE NATIONAL ACADEMY FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONDEL HOYE | ||||||||||||||
| PRESIDENT | $447,322 | $0 | $0 | $0 | $1,188 | $0 | $53,900 | $0 | $18,563 | $0 | $520,973 | $0 | $0 | $0 |
| IRA BERKOWITZ | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $179,782 | $0 | $1,050 | $0 | $391 | $0 | $26,478 | $0 | $26,214 | $0 | $233,915 | $0 | $0 | $0 |
| KATHERINE BLASIK | ||||||||||||||
| AVP, RESEARCH & EVALUATION | $149,989 | $0 | $1,050 | $0 | $808 | $0 | $17,393 | $0 | $2,680 | $0 | $171,920 | $0 | $0 | $0 |
| ANDREW ROTHSTEIN | ||||||||||||||
| VP PROGRAMS | $157,547 | $0 | $1,550 | $0 | $905 | $0 | $23,610 | $0 | $9,427 | $0 | $193,039 | $0 | $0 | $0 |
| Brenda Barry | ||||||||||||||
| AVP, Academy Development | $130,061 | $0 | $1,550 | $0 | $235 | $0 | $15,180 | $0 | $29,202 | $0 | $176,228 | $0 | $0 | $0 |
| Colleen Devery | ||||||||||||||
| AVP, Strategic Planning & Prog | $125,286 | $0 | $1,050 | $0 | $100 | $0 | $16,340 | $0 | $26,214 | $0 | $168,990 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDED BONUSES TO IRA BERKOWITZ, KATHERINE BLASIK AND ANDREW ROTHSTEIN. THESE BONUSES WERE DETERMINED AT THE DISCRETION OF THE PRESIDENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LISA DUGHI | |||
| SEE PART V | $152,243 | COMPENSATION | false |
| PEARSON CHARITABLE TRUST | |||
| SEE PART V | $935,800 | CURRICULUM SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION (1)LISA DUGHI IS THE DAUGHTER OF ROBERT DUGHI, BOARD MEMBER. (2) THE PEARSON CHARITABLE TRUST IS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12465 | ContributionCnt |
| Noncash Contributions Rpt F990 | $438,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1 | ORGANIZATION'S MISSION NATIONAL ACADEMY FOUNDATION STRENGTHENS AND EXPANDS THE POOL OF HIGH SCHOOL GRADUATES PREPARED TO ENTER THE WORKFORCE. THE FOUNDATION SERVES OVER 500 ACADEMIES LOCATED IN SCHOOL DISTRICTS NATIONWIDE, SPECIALIZING IN HOSPITALITY AND TOURISM, FINANCE, HEALTH SCIENCES, INFORMATION TECHNOLOGY, AND ENGINEERING. THE FOUNDATION CREATES PROGRAM GOALS AND PRODUCES CURRICULUM FOR NATIONAL DISTRIBUTION TO THE ACADEMIES AND PROVIDES TEACHER TRAINING AND ON-SITE ASSISTANCE TO THE ACADEMIES, WITH A SPECIALIZATION IN CONNECTING ACADEMIES TO THE BUSINESS WORLD THROUGH A MODEL THAT OFFERS PAID INTERNSHIPS TO STUDENTS AND ADVISORY BOARDS MADE UP OF LOCAL PROFESSIONALS. PART III, LINE 4D OTHER PROGRAM SERVICES THE ACADEMY OF HOSPITALITY AND TOURISM HELPS STUDENTS CHART CAREER PATHS IN ONE OF THE WORLD'S LARGEST INDUSTRIES, FROM HOTEL MANAGEMENT TO SPORTS, ENTERTAINMENT, AND EVENT MANAGEMENT, AND INCLUDES THE STUDY OF GEOGRAPHY, ECONOMICS, AND WORLD CULTURES. THE ACADEMY OF HOSPITALITY AND TOURISM CURRICULUM HAS RECEIVED INDUSTRY VALIDATION FROM THE GLOBAL TRAVEL AND TOURISM PARTNERSHIP (GTTP) AND THE INSTIUTE OF TRAVEL AND TOURISM (ITT). THE ACADEMY OF HEALTH SCIENCES ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY, INCLUDING BIOTECHNOLOGY, GENETICS, NURSING, THERAPEUTICS, AND DIAGNOSTICS. |
| PART VI, LINE 2 | BUSINESS AND FAMILY RELATIONSHIPS ANDY BESSETTE, BUSINESS RELATIONSHIP - EXECUTIVE OFFICER OF THE TRAVELERS COMPANIES, INC. ANDY BESSETTE IS THE CHIEF ADMINISTRATIVE OFFICER. THE INSURANCE WAS NEGOTIATED WITH AN INDEPENDENT THIRD PARTY INSURANCE BROKER AT ARM'S LENGTH AND IN THE NORMAL COURSE OF BUSINESS. THE TOTAL AMOUNT OF THE INSURANCE PREMIUM DID NOT EXCEED $35,000. THIS AMOUNT IS NOT MATERIAL TO NAF OR THE TRAVELERS COMPANIES, INC. AND FALLS BELOW THE APPLICABLE THRESHOLD FOR REPORTING ON SCHEDULE L. |
| PART VI, LINE 11B | FORM 990 REVIEW THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE COMPANY AND IN CONSULTATION WITH NATIONAL ACADEMY FOUNDATION STAFF MEMBERS. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE COMPANY'S FINANCE DEPARTMENT, AND THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINAL VERSION OF THE ORGANIZATION'S FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS AFTER SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. |
| PART VI, LINE 12C | CONFLICT OF INTEREST POLICY NATIONAL ACADEMY FOUNDATION HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE STAFF LETTERS ARE REVIEWED AND MAINTAINED BY THE CFO. THE BOARD LETTERS ARE REVIEWED BY THE CEO AND CHAIRMAN OF THE BOARD. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. |
| PART VI, LINES 15A AND 15B | COMPENSATION NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2013. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAF'S RECORDS. THE FULL BOARD OF DIRECTORS REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION. NAF'S CONFLICT OF INTEREST POLICY WOULD PRECLUDE ANY INDIVIDUALS HAVING A CONFLICT OF INTEREST FROM BEING INVOLVED IN DETERMINING COMPENSATION. |
| PART VI, LINE 19 | DOCUMENTS AVAILABLE TO THE PUBLIC NATIONAL ACADEMY FOUNDATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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