2015-05-12T09:33:57-05:00 2014-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2013-07-01 042761636 FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC FACI 6177351627 16 HURD ROAD BROOKLINE MA 024456919 MARTIN SLEEPER SPECIAL ADVISOR TO THE PRES 6177351627 2015-05-07 1 JOSEPH M GISO P00030126 6177610600 2015-05-06 2013 2016-03-07 17:11:31Z MARGOT STERN STROM 16 HURD ROAD BROOKLINE MA 024456919 22116879 0 X WWW.FACINGHISTORY.ORG X 1982 MA FACING HISTORY AND OURSELVES IS AN INTERNATIONAL EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ORGANIZATION WHOSE MISSION IS TO ENGAGE STUDENTS OF DIVERSE BACKGROUNDS IN AN EXAMINATION OF RACISM, PREJUDICE, AND ANTISEMITISM IN ORDER TO PROMOTE THE DEVELOPMENT OF A MORE HUMANE AND INFORMED CITIZENRY. BY STUDYING THE HISTORICAL DEVELOPMENT OF THE HOLOCAUST AND OTHER EXAMPLES OF GENOCIDE, STUDENTS MAKE THE ESSENTIAL CONNECTION BETWEEN HISTORY AND THE MORAL CHOICES THEY CONFRONT IN THEIR OWN LIVES. 33 32 207 12 42175 17271 20604989 19275704 994852 946430 451870 1111432 -5900 -61454 22045811 21272112 0 0 0 0 15811873 17054186 0 0 3325970 5682948 6752118 21494821 23806304 550990 -2534192 51778565 51253691 1197810 1917832 50580755 49335859 X FACING HISTORY AND OURSELVES IS AN INTERNATIONAL EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ORGANIZATION WHOSE MISSION IS TO ENGAGE STUDENTS OF DIVERSE BACKGROUNDS IN AN EXAMINATION OF RACISM, PREJUDICE, AND ANTISEMITISM IN ORDER TO PROMOTE THE DEVELOPMENT OF A MORE HUMANE AND INFORMED CITIZENRY. BY STUDYING THE HISTORICAL DEVELOPMENT OF THE HOLOCAUST AND OTHER EXAMPLES OF GENOCIDE, STUDENTS MAKE THE ESSENTIAL CONNECTION BETWEEN HISTORY AND THE MORAL CHOICES THEY CONFRONT IN THEIR OWN LIVES. 0 0 18806556 946430 FACING HISTORY AND OURSELVES PROMOTES STUDENT ENGAGEMENT, CRITICAL THINKING, AND A DEEPER UNDERSTANDING OF THE LESSONS OF HISTORY BY TRAINING AND SUPPORTING MIDDLE AND HIGH SCHOOL TEACHERS. THROUGH EIGHT OFFICES IN THE UNITED STATES, PARTNER ENTITIES IN ENGLAND AND CANADA, AND PARTNERSHIPS ACROSS THE WORLD, FACING HISTORY PROVIDES PROFESSIONAL DEVELOPMENT OPPORTUNITIES, RESOURCES, AND LONG-TERM SUPPORT FOR EDUCATORS. IN FY 14, FACING HISTORY CONDUCTED 419 SEMINARS, WORKSHOPS, AND WEBINARS BOTH FACE-TO-FACE AND ONLINE, FOR A TOTAL OF 6,855 PARTICIPANTS. EACH OF THESE PARTICIPANTS, ALONG WITH 95,916 EDUCATORS CURRENTLY IN OUR NETWORK, IS ELIGIBLE FOR ONGOING, INDIVIDUALIZED SUPPORT FROM FACING HISTORY STAFF.FACING HISTORY PROVIDES EDUCATORS WITH RICH CONTENT AND EFFECTIVE TEACHING STRATEGIES. ALL OF OUR RESOURCES, BEGINNING WITH OUR CORE PUBLICATION FACING HISTORY AND OURSELVES: HOLOCAUST AND HUMAN BEHAVIOR, ARE BASED ON A SEQUENCE OF STUDY THAT MOVES FROM INDIVIDUAL IDENTITY TO THE COLLECTIVE RESPONSIBILITIES OF CITIZENSHIP. RESOURCES INCORPORATE HISTORICAL AND LITERARY DOCUMENTS AND THE STORIES OF INDIVIDUALS AND GROUPS TO HELP YOUNG PEOPLE DISCOVER THE CAPACITY OF ORDINARY PEOPLE TO INFLUENCE EXTRAORDINARY EVENTS. USING CURRENT THEORIES OF ADOLESCENT AND ADULT DEVELOPMENT, AND BASED ON RIGOROUS RESEARCH BY EXPERIENCED HISTORIANS AND CURRICULUM DEVELOPERS, FACING HISTORY CONTINUALLY ADDS RESOURCES THAT DEEPEN OUR SCHOLARSHIP AND BROADEN THE OFFERINGS EDUCATORS HAVE FOR THEIR CLASSROOMS. IN FY14, FACING HISTORY DEVELOPED FOUR NEW STUDY GUIDES AND RESOURCES BOOKS. WE ALSO CONTINUE TO EXPAND OUR ONLINE CONTENT, WHICH CAN BE DOWNLOADED BY EDUCATORS OR STREAMED IN THE CLASSROOM. THREE OF OUR GUIDES PUBLISHED IN FY14 ARE AVAILABLE AS E-BOOKS AND THE FOURTH AVAILABLE ON OUR WEBSITE.FROM PRINT AND ONLINE RESOURCE BOOKS AND STUDY GUIDES TO VIDEOS AND INTERACTIVE ONLINE MODULES, FACING HISTORY AND OURSELVES USES EMERGING TECHNOLOGY TO ENRICH OUR RESEARCH AND KEEP OUR WORK TIMELY AND RELEVANT. OUR CONTENT-RICH WEBSITE, FACINGHISTORY.ORG HAD MORE THAN 1.24 MILLION UNIQUE WEBSITE VISITORS AND 2.75 MILLION PAGE VIEWS IN FY14. FACING HISTORY ALSO HAS MORE THAN 54,000 FOLLOWERS ON FACEBOOK AND TWITTER COMBINED.FACING HISTORY PURSUES AN AMBITIOUS AND STRATEGIC RESEARCH AND EVALUATION AGENDA EACH YEAR. SINCE FACING HISTORY WAS FOUNDED, INDEPENDENT RESEARCHERS AND FACING HISTORY EVALUATORS HAVE CARRIED OUT MORE THAN 140 STUDIES TO ASSESS THE EFFECTIVENESS OF THE PROGRAM AND TO DEMONSTRATE THE IMPORTANCE OF CIVIC EDUCATION. THROUGH COMMUNITY OUTREACH AND EVENTS, PARTICIPATION IN KEY CONFERENCES, AND PARTNERSHIPS WITH POLICY MAKERS AS WELL AS BUSINESS, EDUCATION, AND COMMUNITY LEADERS, WE SHARE BEST PRACTICES AND HIGHLIGHT OUR IMPORTANT WORK. 18806556 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 83 0 1 207 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA IL CO OH TN NY X X ROGER BROOKS 6177351658 16 HURD ROAD BROOKLINE MA 024456919 MARGOT STERN STROM PRESIDENT/EXEC. DIR. 40.00 X X 294236 0 31906 SETH A KLARMAN CO-CHAIR, BOARD OF TRUSTEES 1.00 X X 0 0 0 JEFFREY J BUSSGANG VICE CHAIR BOARD OF DIR. 1.00 X X 0 0 0 RONALD G CASTY VICE CHAIR BOARD OF DIR. 1.00 X X 0 0 0 KATHY FULD VICE CHAIR BOARD OF DIR. 1.00 X X 0 0 0 TRACY PALANDJIAN DIRECTOR 1.00 X X 0 0 0 ELIZABETH JICK DIRECTOR/TREASURER 1.00 X X 0 0 0 SANDRA P GORDON DIRECTOR/SECRETARY 1.00 X X 0 0 0 MARTHA MINOW DIRECTOR/CHAIR, SCHOLARS 1.00 X 0 0 0 KAREN G HARRISON DIRECTOR/CHAIR, COG 1.00 X 0 0 0 DANA W SMITH CO-CHAIR, BOARD OF TRUSTEES 1.00 X 0 0 0 PAUL H BERZ DIRECTOR 1.00 X 0 0 0 ELLEN B CARMELL DIRECTOR 1.00 X 0 0 0 DAVID P FIALKOW DIRECTOR 1.00 X 0 0 0 PHILIP H GORDON DIRECTOR 1.00 X 0 0 0 JILL KARP DIRECTOR 1.00 X 0 0 0 LAWRENCE M LEVY DIRECTOR 1.00 X 0 0 0 JAMES F MOONEY III DIRECTOR 1.00 X 0 0 0 JANE OCH DIRECTOR 1.00 X 0 0 0 RICHARD PERRY DIRECTOR 1.00 X 0 0 0 RICHARD A SMITH DIRECTOR 1.00 X 0 0 0 ROBERT A SMITH DIRECTOR 1.00 X 0 0 0 DOROTHY P TANANBAUM DIRECTOR 1.00 X 0 0 0 DORA Z ULLIAN DIRECTOR 1.00 X 0 0 0 MAURICE VANDERPOL DIRECTOR 1.00 X 0 0 0 JILL GARLING DIRECTOR 1.00 X 0 0 0 JULIE ABRAMS LEFF CHAIR, BOARD OF DIRECTORS 1.00 X X 0 0 0 JOHN A KATZENBERG DIRECTOR 1.00 X 0 0 0 MARTY S KELMAN CFP DIRECTOR 1.00 X 0 0 0 EUGENE I KRIEGER DIRECTOR 1.00 X 0 0 0 MYRA NOVOGRODSKY DIRECTOR 1.00 X 0 0 0 SUSIE RICHARDSON DIRECTOR 1.00 X 0 0 0 HEATHER ROSS-LOWENSTEIN DIRECTOR 1.00 X 0 0 0 MICHAEL DURNEY CHIEF OPERATING OFFICER 40.00 X 214362 0 22188 BENJAMIN MAHNKE CHIEF FINANCIAL OFFICER 40.00 X 178434 0 18408 USHA PASI CHIEF DEVELOPMENT OFFICER 40.00 X 223046 0 7828 MARC SKVIRSKY CHIEF PROGRAM OFFICER 40.00 X 218113 0 51083 MARTIN SLEEPER ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 195907 0 26564 ANNE C STOKES DIR. DEV. & EXTERNAL 40.00 X 181329 0 30501 TERRY TOLLEFSON CHIEF STRATEGY OFFICER 40.00 X 214362 0 49847 PETER NELSON PROGRAM DIR NY OFFICE 40.00 X 145654 0 37046 STACY ABRAMSON DIRECTOR, NEW YORK OFFICE 40.00 X 127445 0 21746 ADAM STROM DIRECTOR OF R&D 40.00 X 172436 0 21874 PATRICIA KEENAN DIRECTOR, INDIVIDUAL GIVING 40.00 X 153296 0 35138 FRAN COLLETTI PROGRAM DIRECTOR, N.E. 40.00 X 120267 0 33655 2438887 0 387784 24 0 1 0 THINKSHOUT 433 NW 4TH AVE PORTLAND OR 97209 IT CONSULTANT 534975 WESTIN HOTEL 10 HUNTINGTON AVENUE BOSTON MA 02110 FUNDRAISING EVENT 177764 GC BALLROOM OPERATOR LLC 55 WALL STREET NEW YORK NY 10005 FUNDRAISING EVENT 159220 HELEN BROWN GROUP 48 SUMMER STRET SUITE 2 WATERTOWN MA 02472 DEV. RESEARCH & CONSULTANT 139996 RUSSELL REYNOLDS & ASSOCIATES PO BOX 6427 NEW YORK NY 10008 HR CONSULTANT 129545 5 4880175 14395529 5370147 19275704 FEES 611710 946430 946430 946430 118633 42175 76458 992799 0 992799 992799 992799 734213 4880175 734213 0 49100 110554 -61454 -61454 21272112 946430 42175 1007803 2679681 2150342 171932 357407 10589229 8497453 679417 1412359 1241937 996607 79684 165646 1377198 1105148 88364 183686 1166141 935784 74821 155536 3133725 2480046 255719 397960 130856 32854 92541 5461 528467 436404 31114 60949 250962 202417 15006 33539 664067 492705 82791 88571 777078 550757 40954 185367 577941 463776 37081 77084 PRINTING 222912 123388 336 99188 POSTAGE & SHIPPING 160941 104476 8699 47766 MACHINE MAINTENANCE 134490 99278 14922 20290 AUDIO VISUAL & LIBRARY 63844 61483 397 1964 106835 73638 33197 23806304 18806556 1673778 3325970 3373570 3622893 18589230 15042095 235236 214962 482465 0 364677 275715 373454 252520 7503749 5660791 1754404 1842958 26605529 30002548 51778565 51253691 1187086 1614202 10724 13250 0 290380 1197810 1917832 X 12895672 12102794 15601584 14952401 22083499 22280664 50580755 49335859 51778565 51253691 -2534192 1289296 0 X 0 1 X 1 0 X 11437870 28505078 27925974 20604989 19275704 107749615 11437870 28505078 27925974 20604989 19275704 107749615 16322774 91426841 18925 37282 67430 93988 118633 336258 108085873 9209972 0.84590 0.86570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18375130 1053701 1642337 593520 20477648 14405880 2181619 2203600 415969 18375130 7676597 7304257 -300738 274236 14405880 5353608 1800074 772404 249489 7676597 5619932 37276 715812 425152 5947868 0.00490 0.81710 0.17800 0 0 2286070 1753239 532831 3695626 2499475 1196151 1522053 1408077 113976 1842958 DUE TO RELATED PARTIES 290380 290380 X 23316017 1289296 644055 110554 2043905 21272112 0 21272112 24560913 644055 110554 754609 23806304 0 23806304 PART V, LINE 4: FACING HISTORY'S PERMANENTLY RESTRICTED ENDOWMENT IS MANAGED SO AS TO PROVIDE CONSISTENT, RELIABLE SUPPORT FOR THE ORGANIZATION'S PROGRAMS AND OPERATING BUDGET. WHILE IT HAS ENJOYED MODEST INVESTMENT INCOME AND FUND GROWTH OVER THE YEARS, THE ENDOWMENT IS INVESTED CONSERVATIVELY SO AS TO PROTECT ITS PRINCIPAL AND PROVIDE HIGHLY RELIABLE INCOME TO THE ORGANIZATION'S OPERATING BUDGET. PART X, LINE 2: FACING HISTORY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. FACING HISTORY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY, AND ITS DETERMINATIONS OF WHICH INCOME IS RELATED AND UNRELATED, AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, FACING HISTORY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN ANY UNCERTAINTIES REQUIRING RECOGNITION. FACING HISTORY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FACING HISTORY'S FEDERAL AND STATE RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 110,554. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 110,554. BENEFIT DINNER 5614388 4880175 734213 734213 5614388 4880175 734213 734213 734213 0 X X X X X 0 0 0 0 0 0 0 0 0 MARGOT STERN STROM PRESIDENT/EXEC. DIR. 294236 0 0 0 0 0 23000 0 8906 0 326142 0 0 0 MICHAEL DURNEY CHIEF OPERATING OFFICER 214362 0 0 0 0 0 0 0 22188 0 236550 0 0 0 BENJAMIN MAHNKE CHIEF FINANCIAL OFFICER 178434 0 0 0 0 0 17499 0 909 0 196842 0 0 0 USHA PASI CHIEF DEVELOPMENT OFFICER 223046 0 0 0 0 0 6691 0 1137 0 230874 0 0 0 MARC SKVIRSKY CHIEF PROGRAM OFFICER 218113 0 0 0 0 0 22000 0 29083 0 269196 0 0 0 MARTIN SLEEPER ASSOCIATE EXECUTIVE DIRECTOR 195907 0 0 0 0 0 23000 0 3564 0 222471 0 0 0 ANNE C STOKES DIR. DEV. & EXTERNAL 181329 0 0 0 0 0 23000 0 7501 0 211830 0 0 0 TERRY TOLLEFSON CHIEF STRATEGY OFFICER 214362 0 0 0 0 0 21929 0 27918 0 264209 0 0 0 PETER NELSON PROGRAM DIR NY OFFICE 145654 0 0 0 0 0 15208 0 21838 0 182700 0 0 0 ADAM STROM DIRECTOR OF R&D 172436 0 0 0 0 0 0 0 21874 0 194310 0 0 0 PATRICIA KEENAN DIRECTOR, INDIVIDUAL GIVING 153296 0 0 0 0 0 12949 0 22189 0 188434 0 0 0 FRAN COLLETTI PROGRAM DIRECTOR, N.E. 120267 0 0 0 0 0 11466 0 22189 0 153922 0 0 0 ADAM STROM-DIR RESEARCH DEVELOPM FAMILY MEMBER OF MARGOT STROM, PRESIDENT/EXECUTIVE DIRECTOR 194310 EMPLOYMENT- DIR. RESEARCH & DEVELOPMENT 0 PART IV LINE 1 X 62 5370147 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ADAM STROM IS DIRECTOR OF RESEARCH AND DEVELOPMENT OF THE ORGANIZATION AND ALSO THE SON OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE DRAFT VERSION OF FORM 990 WAS REVIEWED BY THE AUDIT AND FINANCE COMMITTEES OF THE BOARD OF DIRECTORS. THE FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS VIA EMAIL. THE FORM 990 WILL BE FILED UPON APPROVAL BY THE AUDIT AND FINANCE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY REQUEST BOARD MEMBERS TO COMPLETE CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION PACKAGE REVIEWED BY OUTSIDE CONSULTING FIRM TO ESTABLISH COMPARABILITY DATA AND RECOMMENDATION OF A COMPENSATION PACKAGE TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER KEY EMPLOYEE'S ARE REVIEWED BY THE HUMAN RESOURCE DEPARTMENT. EXTERNAL BENCHMARKING RESOURCES ARE REFERENCED SUCH AS THE MOST RECENT GUIDESTAR NONPROFIT COMPENSATION REPORT. FINAL RECOMMENDATIONS ARE MADE TO THE EXECUTIVE DIRECTOR/PRESIDENT WITH A FINAL REVIEW BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 990, FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. WE DO NOT MAKE OUR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FRIENDS OF FACING HISTORY AND OURSELVES 16 HURD RD BROOKLINE MA 02445 042754319 SUPPORT FOR FACING HISTORY AND OURSELVES MA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0