StudentsFirst Institute: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- StudentsFirst Institute (EIN 27-3659574)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-06-15
- IRS object ID
- 201541669349301334
- Schema version
- 2013v4.0
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-15T19:52:40-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273659574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENTSFIRST INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUD | BusinessNameControlTxt |
| Phone | 9162879220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 K STREET 2ND FLOOR | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BLEW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9162879220 | PhoneNum |
| Signature | 2015-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN HENLEY | PreparerPersonNm |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES BLEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 K STREET 2ND FLOOR | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,959,455 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STUDENTSFIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO RESEARCH AND DEVELOP MODEL POLICIES THAT DEFEND THE INTEREST OF CHILDREN IN PUBLIC EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,969,803 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,504,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,272 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,988,221 | PYTotalRevenueAmt |
| CY Total Revenue | $7,535,386 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,050 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,838,069 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,022,087 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $79,573 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $293,462 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,819,897 | PYOtherExpensesAmt |
| CY Other Expenses | $2,431,444 | CYOtherExpensesAmt |
| PY Total Expenses | $9,680,966 | PYTotalExpensesAmt |
| CY Total Expenses | $9,595,154 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,692,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,059,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,339,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,749,378 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,958,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,436,567 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,381,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$687,189 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO RESEARCH AND DEVELOP MODEL POLICIES THAT DEFEND THE INTEREST OF CHILDREN IN PUBLIC EDUCATION AND PURSUE TRANSFORMATIVE REFORM, SO THAT AMERICA HAS THE BEST EDUCATION SYSTEM IN THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,115,363 | ExpenseAmt |
| Grant | $62,050 | GrantAmt |
| Desc | PUTTING STUDENTS FIRST, THE ORGANIZATION WORKS PROACTIVELY TO ENGAGE WITH STUDENTS, PARENTS, TEACHERS, ADMINISTRATORS AND THE GENERAL PUBLIC IN AN EFFORT TO ACHIEVE TRANSFORMATIVE EDUCATION REFORM IN THE UNITED STATES. THROUGH EXTENSIVE RESEARCH AND POLICY ANALYSIS, THE ORGANIZATION WORKS TO PROVIDE COMPREHENSIVE DATA TO HELP EDUCATE THE PUBLIC. | Desc |
| Total Program Service Expenses | $8,115,363 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | RI | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9162879220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 K STREET 2ND FLOOR | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONNIE CHUNG | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL COSBY | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REVEREND DR FLOYD H FLAKE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER JOHNSON | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE JOHNSON FRMRLY RHEE | ||||||||||
| FOUNDER/CEO/DIRECTOR | 18.00 | 22.00 | Yes (X) | $192,132 | $225,546 | $5,785 | Yes (X) | |||
| JOEL KLEIN | ||||||||||
| DIRECTOR/CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROLAND MARTIN | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JALEN ROSE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH W SAUNDERS | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BLAIR TAYLOR | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOMINIQUE AMIS | ||||||||||
| DIRECTOR OF SPECIAL PROJECTS | 22.00 | 18.00 | $87,716 | $71,768 | $5,371 | Yes (X) | ||||
| KELLEN ARNO | ||||||||||
| VP OF MEMBERSHIP | 20.00 | 20.00 | $93,357 | $97,168 | $17,398 | Yes (X) | ||||
| ANGELIA DICKENS | ||||||||||
| GENERAL COUNSEL | 6.00 | 33.00 | $32,000 | $168,000 | $5,689 | Yes (X) | ||||
| SKY GALLEGOS | ||||||||||
| VP OF NATIONAL ELECTORAL | 0.00 | 40.00 | $0 | $182,500 | $5,795 | Yes (X) | ||||
| MICHAEL HASSID | ||||||||||
| CHIEF FINANCIAL OFFICER | 23.00 | 17.00 | $63,094 | $45,689 | $845 | Yes (X) | ||||
| PHOEBE HOWARD | ||||||||||
| DPTY DIRECTOR OF DVLPMNT | 28.00 | 12.00 | $102,571 | $43,959 | $10,603 | Yes (X) | ||||
| ERIC LERUM | ||||||||||
| VP OF NATIONAL POLICY | 5.00 | 35.00 | $22,513 | $165,095 | $5,507 | Yes (X) | ||||
| NICOLE LOWRY | ||||||||||
| FL STATE DIRECTOR | 15.00 | 24.00 | $41,999 | $68,525 | $15,180 | Yes (X) | ||||
| TIMOTHY MELTON | ||||||||||
| VP OF LEGISLATIVE AFFAIRS | 0.00 | 40.00 | $0 | $240,525 | $15,766 | Yes (X) | ||||
| JERI POWELL | ||||||||||
| CT STATE DIRECTOR | 14.00 | 26.00 | $44,809 | $83,216 | $5,506 | Yes (X) | ||||
| REBECCA SIBILIA | ||||||||||
| CHIEF OPERATING OFFICER | 28.00 | 12.00 | $120,884 | $51,807 | $5,507 | Yes (X) | ||||
| FLOYD SWANN | ||||||||||
| GA STATE DIRECTOR | 18.00 | 22.00 | $53,031 | $67,494 | $16,943 | Yes (X) | ||||
| ENOCH WOODHOUSE | ||||||||||
| VP OF EXTERNAL AFFAIRS | 17.00 | 23.00 | $76,125 | $105,125 | $5,369 | Yes (X) | ||||
| KAHLIL BYRD | ||||||||||
| PRESIDENT (FORMER) | 24.00 | 16.00 | $266,781 | $185,390 | $0 | Yes (X) | ||||
| AMY DOWELL | ||||||||||
| DIRECTOR OF DEVELOPMENT (FORMER) | 20.00 | 20.00 | $62,804 | $62,804 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,259,816 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,864,611 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $400,000 | RelatedOrganizationsAmt |
| All Other Contributions | $7,104,114 | AllOtherContributionsAmt |
| Noncash Contributions | $1,015,589 | NoncashContributionsAmt |
| Total Contributions | $7,504,114 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,125 | TotalRevenueColumnAmt |
| Exclusion | $39,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,416,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,424,069 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,853 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,853 | TotalRevenueColumnAmt |
| Exclusion | -$7,853 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,535,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,272 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,050 | TotalAmt |
| Program Services | $62,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,822 | TotalAmt |
| Program Services | $326,863 | ProgramServicesAmt |
| Management And General | $268,393 | ManagementAndGeneralAmt |
| Fundraising | $92,566 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,213,832 | TotalAmt |
| Program Services | $4,673,426 | ProgramServicesAmt |
| Management And General | $507,542 | ManagementAndGeneralAmt |
| Fundraising | $32,864 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,273 | TotalAmt |
| Program Services | $559,429 | ProgramServicesAmt |
| Management And General | $86,811 | ManagementAndGeneralAmt |
| Fundraising | $14,033 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,160 | TotalAmt |
| Program Services | $389,879 | ProgramServicesAmt |
| Management And General | $60,501 | ManagementAndGeneralAmt |
| Fundraising | $9,780 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,563 | TotalAmt |
| Program Services | $93,768 | ProgramServicesAmt |
| Management And General | $11,460 | ManagementAndGeneralAmt |
| Fundraising | $2,335 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,546 | TotalAmt |
| Program Services | $36,218 | ProgramServicesAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
| Fundraising | $902 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,573 | TotalAmt |
| Fundraising | $79,573 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,717 | TotalAmt |
| Management And General | $17,717 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,447 | TotalAmt |
| Program Services | $807,672 | ProgramServicesAmt |
| Management And General | $82,658 | ManagementAndGeneralAmt |
| Fundraising | $5,117 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,716 | TotalAmt |
| Program Services | $4,716 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,064 | TotalAmt |
| Program Services | $177,646 | ProgramServicesAmt |
| Management And General | $3,994 | ManagementAndGeneralAmt |
| Fundraising | $4,424 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,927 | TotalAmt |
| Program Services | $232,693 | ProgramServicesAmt |
| Management And General | $28,439 | ManagementAndGeneralAmt |
| Fundraising | $5,795 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,004 | TotalAmt |
| Program Services | $263,271 | ProgramServicesAmt |
| Management And General | $32,176 | ManagementAndGeneralAmt |
| Fundraising | $6,557 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,446 | TotalAmt |
| Program Services | $292,181 | ProgramServicesAmt |
| Management And General | $55,464 | ManagementAndGeneralAmt |
| Fundraising | $35,801 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,920 | TotalAmt |
| Program Services | $113,092 | ProgramServicesAmt |
| Management And General | $7,964 | ManagementAndGeneralAmt |
| Fundraising | $864 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,704 | TotalAmt |
| Program Services | $23,279 | ProgramServicesAmt |
| Management And General | $2,845 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,241 | TotalAmt |
| Program Services | $10,671 | ProgramServicesAmt |
| Management And General | $1,304 | ManagementAndGeneralAmt |
| Fundraising | $266 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,057 | TotalAmt |
| Program Services | $27,074 | ProgramServicesAmt |
| Management And General | $3,309 | ManagementAndGeneralAmt |
| Fundraising | $674 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $26,073 | $14,445 | $10,471 | $1,157 |
| FEES | $8,019 | $6,990 | $855 | $174 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,595,154 | TotalAmt |
| Program Services | $8,115,363 | ProgramServicesAmt |
| Management And General | $1,186,329 | ManagementAndGeneralAmt |
| Fundraising | $293,462 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,950,578 | BOYAmt |
| EOY | $2,550,180 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,969 | BOYAmt |
| EOY | $1,162,004 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,380 | BOYAmt |
| EOY | $7,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,587 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,711 | BOYAmt |
| EOY | $4,470 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,356 | BOYAmt |
| EOY | $1,023,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,782 | BOYAmt |
| EOY | $1,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,339,776 | BOYAmt |
| EOY | $4,749,378 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,150 | BOYAmt |
| EOY | $575,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,394,305 | BOYAmt |
| EOY | $4,861,039 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,958,455 | BOYAmt |
| EOY | $5,436,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,352 | BOYAmt |
| EOY | -$3,070,460 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,969 | BOYAmt |
| EOY | $2,383,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,321 | BOYAmt |
| EOY | -$687,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,339,776 | BOYAmt |
| EOY | $4,749,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,059,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,742 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 Minus3 Years | $2,979,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,932,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,969,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,737,269 | CurrentTaxYearAmt |
| Total | $32,619,182 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,979,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,932,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,969,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,737,269 | CurrentTaxYearAmt |
| Total | $32,619,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,330,563 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,288,619 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,125 | CurrentTaxYearAmt |
| Total | $45,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,664,594 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,587 | DepreciationAmt |
| Book Value | $4,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,470 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTIES | $4,185,318 |
| DEFERRED RENT | $80,797 |
| REFUNDABLE ADVANCES | $594,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,861,039 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,921,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,742 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $161,303 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,233,155 | OtherRevenueAmt |
| Revenue Not Reported | $1,385,716 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,535,386 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,535,386 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,989,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $161,303 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,233,155 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,394,458 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,595,154 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,595,154 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | STUDENTSFIRST INSTITUTE HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JULY 31, 2014 AND 2013, THEY DO NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CURRENT YEAR PLEDGE REDUCTION |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT REDUCTION RELATED TO CURRENT YEAR PLEDGE REDUCTION |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE STREET EVENTS LLC | ||||||||
| PO BOX 330763 | NASHVILLE | TN | 37203 | CONSULTING | 0 | $226,000 | $33,948 | $192,052 |
| LISOTTO CONSULTING LLC | ||||||||
| 5562 WHISPERING RIDGE DRIVE | GALENA | OH | 43021 | CONSULTING | 0 | $0 | $20,000 | -$20,000 |
| MELISSA DEMPSEY | ||||||||
| 210 S MATANZAS AVENUE | TAMPA | FL | 33609 | CONSULTING | 0 | $0 | $25,625 | -$25,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $226,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $79,573 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $146,427 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | 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 | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE BUSINESS AND EDUCATION ALLIANCE OF ALABAMA | |||||||
| PO BOX 38 | MONTGOMERY | AL | 36101 | 463291520 | 501(C)(3) | $25,000 | ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. |
| ST HOPE ACADEMY | |||||||
| PO BOX 5447 | SACRAMENTO | CA | 95817 | 680193050 | 501(C)(3) | $20,000 | ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. |
| SOUTH CAROLINA FUTURE MINDS | |||||||
| 234 W CHEVES STREET | FLORENCE | SC | 29501 | 571036861 | 501(C)(3) | $6,000 | ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES BY GRANTEES ARE PERIODICALLY MONITORED BY STUDENTSFIRST INSTITUTE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE JOHNSON FRMRLY RHEE | ||||||||||||||
| FOUNDER/CEO/DIRECTOR | $192,132 | $225,546 | $0 | $0 | $0 | $0 | $0 | $0 | $2,661 | $3,124 | $194,793 | $228,670 | $0 | $0 |
| DOMINIQUE AMIS | ||||||||||||||
| DIRECTOR OF SPECIAL PROJECTS | $87,716 | $71,768 | $0 | $0 | $0 | $0 | $0 | $0 | $2,954 | $2,417 | $90,670 | $74,185 | $0 | $0 |
| KELLEN ARNO | ||||||||||||||
| VP OF MEMBERSHIP | $93,357 | $97,168 | $0 | $0 | $0 | $0 | $0 | $0 | $8,525 | $8,873 | $101,882 | $106,041 | $0 | $0 |
| ANGELIA DICKENS | ||||||||||||||
| GENERAL COUNSEL | $32,000 | $168,000 | $0 | $0 | $0 | $0 | $0 | $0 | $910 | $4,779 | $32,910 | $172,779 | $0 | $0 |
| SKY GALLEGOS | ||||||||||||||
| VP OF NATIONAL ELECTORAL | $0 | $182,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,795 | $0 | $188,295 | $0 | $0 |
| PHOEBE HOWARD | ||||||||||||||
| DPTY DIRECTOR OF DVLPMNT | $102,571 | $43,959 | $0 | $0 | $0 | $0 | $0 | $0 | $7,422 | $3,181 | $109,993 | $47,140 | $0 | $0 |
| ERIC LERUM | ||||||||||||||
| VP OF NATIONAL POLICY | $22,513 | $165,095 | $0 | $0 | $0 | $0 | $0 | $0 | $661 | $4,846 | $23,174 | $169,941 | $0 | $0 |
| TIMOTHY MELTON | ||||||||||||||
| VP OF LEGISLATIVE AFFAIRS | $0 | $240,525 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,766 | $0 | $256,291 | $0 | $0 |
| REBECCA SIBILIA | ||||||||||||||
| CHIEF OPERATING OFFICER | $120,884 | $51,807 | $0 | $0 | $0 | $0 | $0 | $0 | $3,855 | $1,652 | $124,739 | $53,459 | $0 | $0 |
| ENOCH WOODHOUSE | ||||||||||||||
| VP OF EXTERNAL AFFAIRS | $76,125 | $105,125 | $0 | $0 | $0 | $0 | $0 | $0 | $2,255 | $3,114 | $78,380 | $108,239 | $0 | $0 |
| KAHLIL BYRD | ||||||||||||||
| PRESIDENT (FORMER) | $266,781 | $185,390 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $266,781 | $185,390 | $0 | $0 |
| AMY DOWELL | ||||||||||||||
| DIRECTOR OF DEVELOPMENT (FORMER) | $62,804 | $62,804 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $62,804 | $62,804 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | KAHLIL BYRD WAS EMPLOYED UNTIL AUGUST 1, 2013. PURSUANT TO A SEVERANCE AGREEMENT, PAYMENTS TOTALING $206,250 WERE MADE BETWEEN AUGUST 2013 AND JANUARY 2014 BY STUDENTSFIRST (SF). IN ACCORDANCE WITH A FORMAL AGREEMENT TO SHARE THE COST OF PERSONNEL, STUDENTSFIRST INSTITUTE (SFI) REIMBURSED SF FOR A PORTION OF THE COST ON A PRO-RATA BASIS OF ACTUAL PERSONNEL TIME. THAT REIMBURSEMENT TOTALED $93,750. AMY DOWELL WAS EMPLOYED UNTIL JUNE 7, 2013. PURSUANT TO A SEVERANCE AGREEMENT, PAYMENTS TOTALING $33,333 WERE MADE BETWEEN JULY 2013 AND AUGUST 2013 BY STUDENTSFIRST (SF). IN ACCORDANCE WITH A FORMAL AGREEMENT TO SHARE THE COST OF PERSONNEL, STUDENTSFIRST INSTITUTE (SFI) REIMBURSED SF FOR A PORTION OF THE COST ON A PRO-RATA BASIS OF ACTUAL PERSONNEL TIME. THAT REIMBURSEMENT TOTALED $16,667. PHOEBE HOWARD WAS EMPLOYED UNTIL NOVEMBER 4, 2013. PURSUANT TO A SEVERANCE AGREEMENT, PAYMENTS TOTALING $12,500 WERE MADE DURING NOVEMBER 2013 BY STUDENTSFIRST (SF). IN ACCORDANCE WITH A FORMAL AGREEMENT TO SHARE THE COST OF PERSONNEL, STUDENTSFIRST INSTITUTE (SFI) REIMBURSED SF FOR A PORTION OF THE COST ON A PRO-RATA BASIS OF ACTUAL PERSONNEL TIME. THAT REIMBURSEMENT TOTALED $12,500. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENTSFIRST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MORE THAN 35% BOARD OVERLAP | RelationshipDescriptionTxt |
| Transaction | $8,475,000 | TransactionAmt |
| Transaction | REIMBURSEMENT OF EXPENSES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,010,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF SEPARATE GIFTS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION HAS A THREE-MEMBER EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER TO EXERCISE ANY POWERS GRANTED TO THE BOARD OF DIRECTORS, EXCEPT AS EXPRESSLY LIMITED BY APPLICABLE LAW, IN CIRCUMSTANCES WHEN IT IS IMPRACTICAL FOR THE FULL BOARD TO MEET. |
| FORM 990, PART VI, SECTION A, LINE 2 | REBECCA SIBILIA AND ERIC LERUM ARE RELATED BY MARRIAGE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE STUDENTSFIRST INSTITUTE IRS FORM 990 IS PREPARED INTERNALLY AND IS THEN REVIEWED BY THE PRESIDENT, INTERNAL GENERAL COUNSEL, AND EXTERNAL CERTIFIED PUBLIC ACCOUNTANT. ANY REVISIONS ARE PROVIDED TO THE INTERNAL PREPARER AND, ONCE REVISED, THE FINAL DRAFT IRS FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO SUBMISSION AND FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS AND OFFICERS SHALL DISCLOSE TO THE BOARD ANY FINANCIAL INTEREST WHICH THE DIRECTOR OR OFFICER DIRECTLY OR INDIRECTLY HAS IN ANY PERSON OR ENTITY WHICH IS A PARTY TO A TRANSACTION UNDER CONSIDERATION BY THE BOARD. THE INTERESTED DIRECTOR OR OFFICER SHALL ABSTAIN FROM VOTING ON THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE REVIEW AND APPROVAL OF THE SALARIES OF THE ORGANIZATION'S PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS CONDUCTED UPON HIRE USING COMPARABILITY DATA, SUCH AS INDUSTRY SURVEYS AND DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE AS REQUIRED BY LAW. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| STUDENTSFIRST | |||||||||
| 825 K STREET 2ND FLOOR | SACRAMENTO | CA | 95814 | 273659685 | EDUCATION ADVOCACY | DC | 501(C)(4) | STUDENTSFIRST INSTITUTE | Yes (1) |
| STUDENTSFIRST CONNECTICUT | |||||||||
| 151 NEW PARK AVE STE 15C/16 | HARTFORD | CT | 06106 | 454903661 | EDUCATION ADVOCACY | DC | 501(C)(4) | SFSFI | Yes (1) |
| PARENTS AND TEACHERS FOR PUTTING STUDENTSFIRST | |||||||||
| 2350 KERNER BLVD STE 250 | SAN RAFAEL | CA | 94901 | 455233065 | EDUCATION ADVOCACY | CA | 527 | SFSFI | Yes (1) |
| NEW YORKERS FOR PUTTING STUDENTSFIRST | |||||||||
| 345 7TH AVENUE STE 501 | NEW YORK | NY | 10001 | 455500314 | EDUCATION ADVOCACY | NY | 527 | SFSFI | Yes (1) |
| NEW YORKERS FOR PUTTING STUDENTSFIRST INDEPENDENT COMMITTEE | |||||||||
| 345 7TH AVENUE STE 501 | NEW YORK | NY | 10001 | 463003423 | EDUCATION ADVOCACY | NY | 527 | SFSFI | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STUDENTSFIRST | ||
| E | $1,000,000 | CASH |
| STUDENTSFIRST | ||
| P | $8,475,000 | FAIR MARKET VALUE |
| STUDENTSFIRST CONNECTICUT | ||
| C | $400,000 | CASH |
| STUDENTSFIRST | ||
| N | $0 | BELOW 50,000 REPORTING THRESHOLD |
| STUDENTSFIRST | ||
| O | $0 | BELOW 50,000 REPORTING THRESHOLD |
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