2015-11-12T18:51:51-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 11710 BELTSVILLE DRIVE SUITE 300 CALVERTON MD 20705 990 2014-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1660 L STREET NW NO 1000 WASHINGTON DC 20036 GREGORY BROCK EXECUTIVE DIRECTOR 2022801990 2015-11-12 1 MELISSA LAFFERTY CPA P01222987 3019312050 2014 2016-04-25 22:37:26Z GREGORY BROCK 1660 L STREET NW NO 1000 WASHINGTON DC 20036 10131781 0 X WWW.ALLIANCEFORSCHOOLCHOICE.ORG X 1998 WI ALLIANCE FOR SCHOOL CHOICE IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 6 6 0 7 0 0 9360660 9311753 25000 10750 72680 -4743 8406 -80578 9466746 9237182 4039865 4582000 0 0 0 0 0 0 402766 4461191 5316002 8501056 9898002 965690 -660820 6029448 5731451 284163 647018 5745285 5084433 X ALLIANCE FOR SCHOOL CHOICE IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 0 0 3945179 2843000 CONDUCT MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIGIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 3463635 1739000 20583 DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND IMPLEMENT SCHOOL CHOICE PROGRAMS. IMPLEMENTATION INCLUDES MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARNESS OF AND INCREASE PARTICIPATON IN PROGRAMS AVAILABLE TO THOSE FAMILIES IN THEIR RESPECTIVE STATES. SERVE AS AN ADVOCATE FOR ELIBIBLE FAMILIES WITH THE GOVERNMENT ENTITIES ADMINISTERING PUBLICLY-FUNDED PRIVATE SCHOOL CHOICE PROGRAMS ON MATTERS RELATING TO ENROLLMENT PROCEDURES AND ACCOUNTABILITY MEASURES. 1024850 DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 653649 10750 CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY, AND LEADERSHIP DEVELOPMENT. 653649 10750 9087313 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 37 0 0 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT FL GA IL KS KY MA MD ME MI MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV HI MN X JENNIFER MILLER 2022801990 1660 L STREET NW SUITE 100 WASHINGTON DC 20036 WILLIAM OBERNDORF CHAIRMAN EMERITUS 3.00 0.00 X 0 0 0 ELISABETH DEVOS CHAIRMAN 2.00 2.00 X X 0 0 0 JOHN KIRTLEY VICE CHAIRMAN 2.00 2.00 X X 0 0 0 BOYKIN CURRY IV DIRECTOR 0.50 0.50 X 0 0 0 CARRIE PENNER DIRECTOR 0.50 0.50 X 0 0 0 KATHY HUBBARD SECRETARY 2.00 1.00 X X 0 0 0 LEE BARFIELD II DIRECTOR 3.00 1.00 X 0 0 0 SPENCER ROBERTSON DIRECTOR 0.50 0.00 X 0 0 0 JENNIFER MILLER CFO/TREASURER 16.00 24.00 X 0 126980 22346 GREGORY BROCK EXECUTIVE DIRECTOR 14.30 25.70 X 0 209015 11728 0 335995 34074 0 0 1 0 CAMPAIGN GRID 414 COMMERCE DRIVE FORT WASHINGTON PA 19304 DIGITAL MEDIA ADS 153000 1 1266 219600 9090887 315132 9311753 ANNUAL SUMMIT REGISTRATION/SPONSO 900099 10750 10750 10750 908 908 133732 133732 0 628655 630162 4144 -1507 -4144 -5651 -5651 25400 219600 126561 -101161 -101161 OTHER INCOME 900099 20583 20583 20583 9237182 31333 0 -105904 4582000 4582000 22087 17837 2483 1767 28524 28524 668761 606994 19624 42143 77623 40618 31489 5516 67437 7102 60335 152547 103179 39144 10224 238509 202851 21265 14393 273177 273177 13003 10501 1461 1041 10795 3904 6504 387 DIRECT PROGRAM EXPENSES 1882944 1727289 155655 REIMBURSEMENT TO AFFILI 1652160 1328848 193224 130088 COMMUNICATIONS - NEWSLE 146712 146712 DEVELOPMENT/DIRECT MAIL 40981 40981 40742 36301 3870 571 9898002 9087313 407923 402766 2387008 2745286 2451 3232400 2773773 1890 1780 50690 166561 103139 85765 15719 17374 341741 24226 6029448 5731451 37979 119262 11250 65000 3006 8017 231928 454739 284163 647018 X 2400545 1406771 3344740 3677662 5745285 5084433 6029448 5731451 -660820 -32 0 X X 0 1 X 1 0 X 3906508 6309253 5193313 9360660 9311753 34081487 3906508 6309253 5193313 9360660 9311753 34081487 19226045 14855442 3037 33567 130924 120471 134640 422639 1397 15116 13336 8406 20583 58838 34562964 112868 0.42980 0.41250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1278 110000 111278 9793110 9904388 645219 161305 0 0 387033 433448 575053 645219 2040753 3061130 30070 138172 276227 111278 555747 96758 108362 143763 161305 510188 765282 2456 96302 24428 1278 124464 83186 82717 469 19953 3048 16905 17374 SECURITY DEPOSITS 22600 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 432139 454739 X 9420629 -32 133732 133700 9286929 -49747 -49747 9237182 10081481 183479 183479 9898002 0 9898002 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL INCOME 133,732. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -49,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 133,732. SPECIAL EVENT EXPENSE 49,747. ANNUAL GALA 245000 219600 25400 72318 54243 245000 219600 25400 72318 54243 126561 -101161 1 STEP UP FOR STUDENTS PO BOX 59188 BIRMINGHAM AL 35259 463813722 501(C)(3) 395000 IMPLEMENTATION IN ALABAMA BEACON CENTER 201 4TH AVENUE STE 1280 NASHVILLE TN 37219 640927212 501(C)(3) 100000 GRASSROOTS EDUCATION IN TENNESSEE BLACK ALLIANCE FOR EDUCATIONAL OPTONS C/O MT PINERO 8401 CONNECTICUT AVE STE 1202 CHEVY CHASE MD 20815 392015443 501(C)(3) 770000 IMPLEMENTATION AL & LA; MEDIA BUYS FL; GENERAL SUPPORT AN LOBBYING IN TN CHILDREN'S SCHOLARSHIP FUND - PHILADELPHIA 100 SOUTH BROAD STREET STE 1200 PHILADELPHIA PA 19110 233078729 501(C)(3) 325000 IMPLEMENTATION, OUTREACH AND MARKETING IN PENNSYLVANIA EDUCATION REFORM NOW 928 BROADWAY STE 505 NEW YORK NY 10010 203687838 501(C)(3) 55000 GENERAL SUPPORT FOR EFFORTS IN WI AND AZ FOUNDATION FOR OPPORTUNITY IN EDUCATION 26 CENTURY HILL DR STE 203 LATHAM NY 12110 453027711 501(C)(3) 300000 GENERAL SUPPORT FOR EFFORTS IN NEW YORK GEORGIA CENTER FOR OPPORTUNITY 333 RESEARCH COURT STE 210 NORCROSS GA 30092 581928520 501(C)(3) 400000 GENERAL SUPPORT AND LOBBYING IN GEORGIA; SPECIAL NEEDS VIDEO; RALLY GREATSCHOOLS INC 1999 HARRISON ST STE 1100 OAKLAND CA 94612 943311628 501(C)(3) 80000 DATA COLLECTION IN, NC, OH HISPANIC COUNCIL FOR REFORM AND EDUCATIONAL OPTIONS 8461 LAKE WORTH RD SUITE 245 LAKE WORTH FL 33467 743023330 501(C)(3) 119000 GENERAL SUPPORT AZ; MEDIA BUYS FL HISPANICS FOR SCHOOL CHOICE EDUCATIONAL TRUST 1717 E LILAC LANE OAK CREEK WI 53154 452263797 501(C)(3) 20000 GENERAL SUPPORT FOR EFFORTS IN WISCONSIN INDIANAPOLIS URBAN LEAGUE 777 INDIANA AVE INDIANAPOLIS IN 46202 356060655 501(C)(3) 50000 OUTREACH AND EDUCATION IN INDIANA LOUISIANA ASSOCIATION OF PUBLIC CHARTER SCHOOLS 5500 PRYTANIA ST STE 126 NEW ORLEANS LA 70115 262946510 501(C)(3) 10000 LEGAL PROGRAM DEFENSE IN LOUISIANA PARENTS FOR EDUCATION FREEDOM OF NORTH CAROLINA 434 FAYETTEVILLE ST STE 1620 RALEIGH NC 27601 202754466 501(C)(3) 940000 GENERAL SUPPORT, LOBBYING AND VOUCHER IMPLEMENTATION IN NORTH CAROLINA SCHOOL CHOICE INDIANA 101 WEST OHIO STE 700 INDIANAPOLIS IN 46204 204046250 501(C)(3) 465000 SCHOOL CHOICE MARKETING IN INDIANA SCHOOL CHOICE OHIO 88 E BROAD STREET STE 640 COLUMBUS OH 43215 203130699 501(C)(3) 500000 GENERAL SUPPORT, COMMUNICATION, AND IMPLEMENTATION IN OHIO URBAN LEAGUE OF NEW ORLEANS 2912 CANAL STREET NEW ORLEANS LA 70119 720423627 501(C)(3) 50000 GENERAL SUPPORT FOR LOUISIANA EFFORTS 16 PART I, LINE 2: THE ORGANIZATION EMPLOYS SEVERAL INDIVIDUALS WHO ARE ASSIGNED A GEOGRAPHIC REGION OF THE UNITED STATES. PART OF THEIR JOB IS TO WORK CLOSELY WITH THE ALLIES WITHIN THE STATES AND GRANTEE ORGANIZATIONS TO ACCCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. THE GRANTEES ARE REQUESTED TO SUBMIT INTERIM AND FINAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 GREGORY BROCK EXECUTIVE DIRECTOR 0 209015 0 0 0 0 0 7341 0 4387 0 220743 0 0 PART I, LINE 3 CHAIRMAN OF AMERICAN FEDERATION FOR CHILDREN REVIEWS THE EXECUTIVE DIRECTOR COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS AND PRESENTED TO THE CHIEF FINANCIAL OFFICER (CFO) AT CONCLUSION. DURING THIS PROCESS, THE CHAIRMAN WILL ALSO REVIEW THE THE COMPENSATION OF OTHER HIGHLY COMPENSATED EMPLOYEES, INCLUDING THE CHIEF OPERATING OFFICER (COO), CFO/TREASURER AND OTHER TOP MANAGEMENT OFFICIALS. THE EXECUTIVE DIRECTOR AND/OR THE COO CONDUCTS THE EVALUATIONS OF MANAGEMENT OFFICIALS AND OTHER STAFF. IN ADDITION, THE BOARD REVIEWS AND EVALUATES THE COMPENSATION FOR EXECUTIVE COUNSEL ANNUALLY DURING EXECUTIVE SESSION, THE ANNAUL REVIEW IS PRESENTED BY THE EXECUTIVE DIRECTOR AND COO. X 4 315132 AVG HI/LO OF MARKET 0 1 0 PART I, COLUMN (B): FOR COLUMN B, THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 IN MARCH 2012, THE BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AS FOLLOWS: 1. EXECUTIVE DIRECTOR CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,000 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. ANY APPROVAL UNDER 1 & 2 ARE COMMUNICATED TO THE FULL BOARD EITHER VIA ELECTRONIC UPDATES OR AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER/TREASURER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTS REQUIRED TO COMPLETE FORM 990. ONCE COMPLETED AND REVIEWED BY THE TAX FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE EXECUTIVE DIRECTOR SIGNS THE RETURN AND PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO COMMITTEE THAT PERFORMS THESE RESPONSIBILITIES. FORM 990, PAGE 7, PART VII, SECTION A, LINE 1A: ALLIANCE FOR SCHOOL CHOICE (ALLIANCE) DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN ALLOCATE TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIMESHEET. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. AMERICAN FEDERATION FOR CHILDREN INC 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS CA 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 707482 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 1591653 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 1400865 ACTUAL FIGURES