2015-06-15T19:52:40-05:00 2014-07-31 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2013-08-01 273659574 STUDENTSFIRST INSTITUTE STUD 9162879220 825 K STREET 2ND FLOOR SACRAMENTO CA 95814 JAMES BLEW PRESIDENT 9162879220 2015-06-12 1 LYNN HENLEY P00356034 9257902600 2013 2016-02-25 16:41:14Z JAMES BLEW 825 K STREET 2ND FLOOR SACRAMENTO CA 95814 8959455 0 X WWW.STUDENTSFIRST.ORG X 2010 DC TO RESEARCH AND DEVELOP MODEL POLICIES THAT DEFEND THE INTEREST OF CHILDREN IN PUBLIC EDUCATION. 10 9 221 9 0 0 7969803 7504114 0 0 18418 31272 0 0 7988221 7535386 23000 62050 0 0 5838069 7022087 0 79573 293462 3819897 2431444 9680966 9595154 -1692745 -2059768 5339776 4749378 3958455 5436567 1381321 -687189 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. 0 0 8115363 62050 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. 8115363 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 1 132 0 1 221 1 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA IL KS KY MA MD ME MI MO MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WV WI X THE ORGANIZATION 9162879220 825 K STREET 2ND FLOOR SACRAMENTO CA 95814 CONNIE CHUNG DIRECTOR 1.00 1.00 X 0 0 0 BILL COSBY DIRECTOR 1.00 1.00 X 0 0 0 REVEREND DR FLOYD H FLAKE DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 MICHELLE JOHNSON FRMRLY RHEE FOUNDER/CEO/DIRECTOR 18.00 22.00 X X 192132 225546 5785 JOEL KLEIN DIRECTOR/CHAIRMAN 1.00 1.00 X X 0 0 0 ROLAND MARTIN DIRECTOR 1.00 1.00 X 0 0 0 JALEN ROSE DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH W SAUNDERS DIRECTOR 1.00 1.00 X 0 0 0 BLAIR TAYLOR DIRECTOR 1.00 1.00 X 0 0 0 DOMINIQUE AMIS DIRECTOR OF SPECIAL PROJECTS 22.00 18.00 X 87716 71768 5371 KELLEN ARNO VP OF MEMBERSHIP 20.00 20.00 X 93357 97168 17398 ANGELIA DICKENS GENERAL COUNSEL 6.00 33.00 X 32000 168000 5689 SKY GALLEGOS VP OF NATIONAL ELECTORAL 0.00 40.00 X 0 182500 5795 MICHAEL HASSID CHIEF FINANCIAL OFFICER 23.00 17.00 X 63094 45689 845 PHOEBE HOWARD DPTY DIRECTOR OF DVLPMNT 28.00 12.00 X 102571 43959 10603 ERIC LERUM VP OF NATIONAL POLICY 5.00 35.00 X 22513 165095 5507 NICOLE LOWRY FL STATE DIRECTOR 15.00 24.00 X 41999 68525 15180 TIMOTHY MELTON VP OF LEGISLATIVE AFFAIRS 0.00 40.00 X 0 240525 15766 JERI POWELL CT STATE DIRECTOR 14.00 26.00 X 44809 83216 5506 REBECCA SIBILIA CHIEF OPERATING OFFICER 28.00 12.00 X 120884 51807 5507 FLOYD SWANN GA STATE DIRECTOR 18.00 22.00 X 53031 67494 16943 ENOCH WOODHOUSE VP OF EXTERNAL AFFAIRS 17.00 23.00 X 76125 105125 5369 KAHLIL BYRD PRESIDENT (FORMER) 24.00 16.00 X 266781 185390 0 AMY DOWELL DIRECTOR OF DEVELOPMENT (FORMER) 20.00 20.00 X 62804 62804 0 1259816 1864611 121264 4 1 1 0 0 400000 7104114 1015589 7504114 39125 39125 1416216 1424069 -7853 -7853 -7853 7535386 0 0 31272 62050 62050 687822 326863 268393 92566 5213832 4673426 507542 32864 660273 559429 86811 14033 460160 389879 60501 9780 107563 93768 11460 2335 41546 36218 4426 902 79573 79573 17717 17717 895447 807672 82658 5117 4716 4716 186064 177646 3994 4424 266927 232693 28439 5795 302004 263271 32176 6557 383446 292181 55464 35801 121920 113092 7964 864 26704 23279 2845 580 12241 10671 1304 266 31057 27074 3309 674 DUES & SUBSCRIPTIONS 26073 14445 10471 1157 FEES 8019 6990 855 174 9595154 8115363 1186329 293462 2950578 2550180 1362969 1162004 4380 7013 90057 85587 16711 4470 1003356 1023929 1782 1782 5339776 4749378 564150 575528 3394305 4861039 3958455 5436567 X 18352 -3070460 1362969 2383271 1381321 -687189 5339776 4749378 -2059768 -8742 0 X X 0 1 X 1 0 X 2979495 12932615 7969803 8737269 32619182 2979495 12932615 7969803 8737269 32619182 20330563 12288619 1045 5242 39125 45412 32664594 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90057 85587 4470 4470 DUE TO RELATED PARTIES 4185318 DEFERRED RENT 80797 REFUNDABLE ADVANCES 594924 4861039 X 8921102 -8742 161303 1233155 1385716 7535386 0 7535386 10989612 161303 1233155 1394458 9595154 0 9595154 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 X X X X X 1 COMMERCE STREET EVENTS LLC PO BOX 330763 NASHVILLE TN 37203 CONSULTING 0 226000 33948 192052 LISOTTO CONSULTING LLC 5562 WHISPERING RIDGE DRIVE GALENA OH 43021 CONSULTING 0 0 20000 -20000 MELISSA DEMPSEY 210 S MATANZAS AVENUE TAMPA FL 33609 CONSULTING 0 0 25625 -25625 226000 79573 146427 AL AK AR CA CO CT DC FL GA IL KS KY ME MD MA MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WV WI 1 THE BUSINESS AND EDUCATION ALLIANCE OF ALABAMA PO BOX 38 MONTGOMERY AL 36101 463291520 501(C)(3) 25000 ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. ST HOPE ACADEMY PO BOX 5447 SACRAMENTO CA 95817 680193050 501(C)(3) 20000 ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. SOUTH CAROLINA FUTURE MINDS 234 W CHEVES STREET FLORENCE SC 29501 571036861 501(C)(3) 6000 ADVANCE EDUCATION REFORM IN LINE WITH SFI'S MISSION. 3 PART I, LINE 2: EXPENDITURES BY GRANTEES ARE PERIODICALLY MONITORED BY STUDENTSFIRST INSTITUTE. X X X 1 0 0 0 0 0 0 0 0 MICHELLE JOHNSON FRMRLY RHEE FOUNDER/CEO/DIRECTOR 192132 225546 0 0 0 0 0 0 2661 3124 194793 228670 0 0 DOMINIQUE AMIS DIRECTOR OF SPECIAL PROJECTS 87716 71768 0 0 0 0 0 0 2954 2417 90670 74185 0 0 KELLEN ARNO VP OF MEMBERSHIP 93357 97168 0 0 0 0 0 0 8525 8873 101882 106041 0 0 ANGELIA DICKENS GENERAL COUNSEL 32000 168000 0 0 0 0 0 0 910 4779 32910 172779 0 0 SKY GALLEGOS VP OF NATIONAL ELECTORAL 0 182500 0 0 0 0 0 0 0 5795 0 188295 0 0 PHOEBE HOWARD DPTY DIRECTOR OF DVLPMNT 102571 43959 0 0 0 0 0 0 7422 3181 109993 47140 0 0 ERIC LERUM VP OF NATIONAL POLICY 22513 165095 0 0 0 0 0 0 661 4846 23174 169941 0 0 TIMOTHY MELTON VP OF LEGISLATIVE AFFAIRS 0 240525 0 0 0 0 0 0 0 15766 0 256291 0 0 REBECCA SIBILIA CHIEF OPERATING OFFICER 120884 51807 0 0 0 0 0 0 3855 1652 124739 53459 0 0 ENOCH WOODHOUSE VP OF EXTERNAL AFFAIRS 76125 105125 0 0 0 0 0 0 2255 3114 78380 108239 0 0 KAHLIL BYRD PRESIDENT (FORMER) 266781 185390 0 0 0 0 0 0 0 0 266781 185390 0 0 AMY DOWELL DIRECTOR OF DEVELOPMENT (FORMER) 62804 62804 0 0 0 0 0 0 0 0 62804 62804 0 0 PART I, LINE 4A 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. STUDENTSFIRST MORE THAN 35% BOARD OVERLAP 8475000 REIMBURSEMENT OF EXPENSES. 0 X 1 1010550 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF SEPARATE GIFTS RECEIVED. 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. STUDENTSFIRST 825 K STREET 2ND FLOOR SACRAMENTO CA 95814 273659685 EDUCATION ADVOCACY DC 501(C)(4) STUDENTSFIRST INSTITUTE 1 STUDENTSFIRST CONNECTICUT 151 NEW PARK AVE STE 15C/16 HARTFORD CT 06106 454903661 EDUCATION ADVOCACY DC 501(C)(4) SFSFI 1 PARENTS AND TEACHERS FOR PUTTING STUDENTSFIRST 2350 KERNER BLVD STE 250 SAN RAFAEL CA 94901 455233065 EDUCATION ADVOCACY CA 527 SFSFI 1 NEW YORKERS FOR PUTTING STUDENTSFIRST 345 7TH AVENUE STE 501 NEW YORK NY 10001 455500314 EDUCATION ADVOCACY NY 527 SFSFI 1 NEW YORKERS FOR PUTTING STUDENTSFIRST INDEPENDENT COMMITTEE 345 7TH AVENUE STE 501 NEW YORK NY 10001 463003423 EDUCATION ADVOCACY NY 527 SFSFI 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 STUDENTSFIRST E 1000000 CASH STUDENTSFIRST P 8475000 FAIR MARKET VALUE STUDENTSFIRST CONNECTICUT C 400000 CASH STUDENTSFIRST N 0 BELOW 50,000 REPORTING THRESHOLD STUDENTSFIRST O 0 BELOW 50,000 REPORTING THRESHOLD