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DIXON CAMPAIGN 3104 RIVERS EDGE DRIVE NASHVILLE TN 37214 357485368 3000 0 ROGER KANE FOR STATE REPRESENTATIVE 7031 CHERRY GROVE RD KNOXVILLE TN 37931 450236943 1500 0 SARGENT FOR STATE REPRESENTATIVE PO BOX 1515 FRANKLIN TN 37065 453360059 4000 0 STAND WITH TYESE HUNTER 2433 EVANFIELD CT ANTIOCH TN 37013 3000 0 STEVE HALL FOR STATE REPRESENTATIVE PO BOX 27539 KNOXVILLE TN 37927 3000 0 SUSAN LYNN FOR STATE REPRESENTATIVE 510 BARTON SHORE COURT LEBANON TN 37087 1000 0 TENNESSEE HOUSE REPUBLICAN CAUCUS PO BOX 198814 NASHVILLE TN 37219 621126990 15000 0 TENNESSEE REPUBLICAN PARTY 2424 21ST AVE SUITE 200 NASHVILLE TN 37212 620731244 500 0 TENNESSEE SENATE REPUBLICAN CAUCUS 301 6TH AVE NORTH SUITE LPS NASHVILLE TN 37243 621133283 15000 0 TRAVIS FOR STATE REPRESENTATIVE 1318 ARMSTRONG FERRY RD DAYTON TN 37321 3000 0 WILBURN FOR STATE REPRESENTATIVE 12915 SOUTH MAIN ST SOMERVILLE TN 38068 465266741 5000 0 1 0 0 PART I-A, LINE 1: STUDENTSFIRST SUPPORTED CANDIDATES THROUGH DIRECT CONTRIBUTIONS AND ENGAGED IN INDEPENDENT EXPENDITURES. 321218 153038 168180 208473 99978 108495 276675 SECURITY DEPOSITS 46487 RESTRICTED CASH 1000407 DUE FROM STUDENTSFIRST INSTITUTE 4341889 5388783 CAPITALIZED LEASE 1849 DEFERRED RENT 121195 REFUNDABLE ADVANCE 1200848 1323892 X 16032053 128 128 16031925 0 16031925 12635834 128 128 12635706 0 12635706 PART X, LINE 2: STUDENTSFIRST 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. X X X X X 1 COMMERCE STREET EVENTS LLC PO BOX 330763 NASHVILLE TN 37203 CONSULTING 0 0 33866 -33866 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 20625 -20625 74491 -74491 AL AK AR CA CO CT DC FL GA IL KS KY ME MD MA MN MS NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WV 1 CYNTHIA MCCARTY FOR STATE BOARD OF EDUCATION PO BOX 407 DEARMANVILLE AL 36257 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION DEAN FOR DISTRICT 35 PO BOX 7818 OXFORD AL 36203 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION DIAL CAMPAIGN PO BOX 248 LINEVILLE AL 36266 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION FOUNDATION FOR ACCOUNTABILITY IN EDUCATION INC PO BOX 131428 BIRMINGHAM AL 35213 462220733 501(C)(4) 60000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION FRIENDS OF ED HENRY 1002 BEECH STREET NW HARTSELLE AL 35640 465232094 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION JIM MCCLENDON FOR SENATE 361 JONES ROAD SPRINGVILLE AL 35146 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION MEADOWS FOR DISTRICT 74 PO BOX 230158 MONTGOMERY AL 36123 493187415 527 20000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION THE CAMPAIGN TO ELECT BARRY SADLER 129 VIOLET PLACE EUFAULA AL 36027 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION THE COMMITTEE TO ELECT MARY SCOTT HUNTER PO BOX 18572 HUNTSVILLE AL 35804 264002963 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW STE 675 WASHINGTON DC 20004 050532524 527 25000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION NATHAN DEAL FOR GOVERNOR INC PO BOX 2495 GAINESVILLE GA 30503 264800781 527 6300 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION COMMON SENSE IOWA 400 E COURT AVE STE 346 DES MOINES IA 50309 461834529 501(C)(4) 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION RIGHT PRIORITIES INC PO BOX 1156 CEDAR RAPIDS IA 52406 264384091 501(C)(4) 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION MICHIGAN REPUBLICAN PARTY ADMINISTRATIVE ACCOUNT 520 SEYMOUR AVE LANSING MI 48933 381221182 527 10500 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION POWERING THE ECONOMY 120 NORTH WASHINGTON SQUARE STE 200 200 LANSING MI 48933 464907637 527 20000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION MISSOURIANS FOR TIM JONES PO BOX 2132 JEFFERSON CITY MO 65102 271316155 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION PENNY HUBBARD FOR STATE REP 78TH DISTRICT 1017 N 16TH STREET ST LOUIS MO 63106 527 6000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION COMMITTEE TO ELECT JUSTIN JONES PO BOX 371626 LAS VEGAS NV 89137 454636548 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION AMERICAN FREEDOM BUILDERS INC PO BOX 997 NEW ALBANY OH 43054 462679662 501(C)(4) 20000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION COMMITTEE TO ELECT AUMENT PO BOX 194 LANDISVILLE PA 17538 271836841 527 39000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION FRIENDS OF MARGO DAVIDSON 45 SCOTTSDALE AVE LANSDOWNE PA 19050 271735036 527 10900 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION TOM CORBETT FOR GOVERNOR PO BOX 412 HARRISBURG PA 17108 030443259 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION BILL HASLAM FOR GOVERNOR 415 CHURCH ST 1701 NASHVILLE TN 37219 263987458 527 10000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION TENNESSEE HOUSE REPUBLICAN CAUCUS PO BOX 198814 NASHVILLE TN 37219 621126990 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION TENNESSEE SENATE REPUBLICAN CAUCUS 301 6TH AVE NORTH SUITE LPS NASHVILLE TN 37243 621133283 527 15000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION HARWELL FOR STATE REPRESENTATIVE 413 WEST TYNE DRIVE NASHVILLE TN 37205 621401803 527 7000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION HAZLEWOOD FOR STATE REPRESENTATIVE 19 NORTHFIELD RD SIGNAL MOUNTAIN TN 37377 527 6000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION STUDENTSFIRST NEW YORK INC 345 7TH AVE SUITE 501 NEW YORK NY 10001 454296699 501(C)(4) 500000 ADVANCE EDUCATION REFORM IN LINE WITH STUDENTFIRST'S MISSION 0 27 PART I, LINE 2: EXPENDITURES BY GRANTEES ARE PERIODICALLY MONITORED BY STUDENTSFIRST. X X X 1 0 0 0 0 0 0 0 0 MICHELLE JOHNSON FRMRLY RHEE FOUNDER/CEO/DIRECTOR 225546 192132 0 0 0 0 0 0 3124 2661 228670 194793 0 0 DOMINIQUE AMIS DIRECTOR OF SPECIAL PROJECTS 71768 87716 0 0 0 0 0 0 2417 2954 74185 90670 0 0 KELLEN ARNO VP OF MEMBERSHIP 97168 93357 0 0 0 0 0 0 8873 8525 106041 101882 0 0 ANGELIA DICKENS GENERAL COUNSEL 168000 32000 0 0 0 0 0 0 4779 910 172779 32910 0 0 SKY GALLEGOS VP OF NATIONAL ELECTORAL 182500 0 0 0 0 0 0 0 5795 0 188295 0 0 0 PHOEBE HOWARD DPTY DIRECTOR OF DVLPMNT (FORMER) 43959 102571 0 0 0 0 0 0 3181 7422 47140 109993 0 0 ERIC LERUM VP OF NATIONAL POLICY 165095 22513 0 0 0 0 0 0 4846 661 169941 23174 0 0 TIMOTHY MELTON VP OF LEGISLATIVE AFFAIRS 240525 0 0 0 0 0 0 0 15766 0 256291 0 0 0 REBECCA SIBILIA CHIEF OPERATING OFFICER 51807 120884 0 0 0 0 0 0 1652 3855 53459 124739 0 0 ENOCH WOODHOUSE VP OF EXTERNAL AFFAIRS 105125 76125 0 0 0 0 0 0 3114 2255 108239 78380 0 0 KAHLIL BYRD PRESIDENT (FORMER) 185390 266781 0 0 0 0 0 0 0 0 185390 266781 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. 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 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 IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 514,821. MANAGEMENT AND GENERAL EXPENSES 33,056. FUNDRAISING EXPENSES 2,778. TOTAL EXPENSES 550,655. POLLING: PROGRAM SERVICE EXPENSES 340,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,125. CANVASSING: PROGRAM SERVICE EXPENSES 1,083,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,083,336. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. SCHEDULE C, PART I-C, LINE 5C THE ORGANIZATION REQUESTED EINS FOR ALL CONTRIBUTIONS LISTED ON SCHEDULE C. SCHEDULE I, PART II, SECTION II, LINE 1B THE ORGANIZATION REQUESTED EINS FOR ALL CONTRIBUTIONS LISTED ON SCHEDULE I. STUDENTSFIRST INSTITUTE 825 K STREET 2ND FLR SACRAMENTO CA 95814 273659574 EDUCATION ADVOCACY DC 501(C)(3) LINE 7 STUDENTSFIRST 1 STUDENTSFIRST CONNECTICUT 151 NEW PARK AVENUE STE 15C/16 HARTFORD CT 06106 454903661 EDUCATION ADVOCACY DC 501(C)(4) SFSFI 1 PARENTS AND TEACHERS FOR PUTTING STUDENTS FIRST 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 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 STUDENTSFIRST INSTITUTE D 1000000 CASH STUDENTSFIRST INSTITUTE Q 8475000 FAIR MARKET VALUE STUDENTSFIRST CONNECTICUT Q 85821 FAIR MARKET VALUE STUDENTSFIRST CONNECTICUT N 0 BELOW 50,000 REPORTING THRESHOLD STUDENTSFIRST CONNECTICUT O 0 BELOW 50,000 REPORTING THRESHOLD