2015-10-27T10:20:38-05:00 2015-06-30 KUNDINGER CORDER & ENGLE PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2014-07-01 742357262 PUBLIC EDUCATION & BUSINESS COALITION PUBL 3038618661 600 GRANT STREET NO 525 DENVER CO 80203 ROSANN WARD PRESIDENT 3038618661 2015-10-26 1 STEVEN R CORDER P01363943 3035345953 2014 2016-02-25 16:41:14Z PEBC ROSANN WARD 600 GRANT STREET NO 525 DENVER CO 80203 6236203 0 X WWW.PEBC.ORG X 1985 CO SEE SCHEDULE O.PEBC IS A NONPROFIT PARTNERSHIP OF EDUCATION AND BUSINESS LEADERS WORKING TOGETHER TO STRENGTHEN K-12 PUBLIC SCHOOLS AND IMPROVE ACADEMIC ACHIEVEMENT FOR ALL STUDENTS. WE PROVIDE PROFESSIONAL DEVELOPMENT AND ON-SITE CONSULTING SERVICES FOR TEACHERS, PRINCIPALS, AND ADMINISTRATORS; WE RECRUIT AND TRAIN NEW TEACHERS FOR WORK IN HIGH-NEEDS SCHOOLS; AND WE MOBILIZE CORPORATE AND COMMUNITY INVOLVEMENT IN OUR SCHOOLS AND ADVOCATE FOR EDUCATION POLICIES THAT SUPPORT POSITIVE AND SUSTAINABLE CHANGE. FOR OVER 30 YEARS, PEBC HAS WORKED WITH NEARLY 22,000 TEACHERS IN KINDERGARTEN, ELEMENTARY, MIDDLE AND SECONDARY PROGRAMS, IMPACTING MORE THAN 1,232 SCHOOLS. THROUGH ITS PROFESSIONAL DEVELPMENT PROGRAMS, PEBC HAS TOUCHED THE LIVES AND LEARNING OR MORE THAN ONE MILLION STUDENTS. 24 24 96 28 0 0 1675325 3170754 2095902 2985389 4043 4568 76049 19685 3851319 6180396 95230 439669 0 0 2606433 3235155 0 0 268772 1271083 1407704 3972746 5082528 -121427 1097868 2786495 4361169 999685 1476491 1786810 2884678 X SEE SCHEDULE O. 0 0 2590010 425253 714350 THE BOETTCHER TEACHER RESIDENCY IS FOCUSED ON INCREASING THE NUMBER OF MATH/SCIENCE AND SECONDARY TEACHERS AND EXPANDING INTO RURAL AREAS OF COLORADO. IN THE 2014/15 SCHOOL YEAR THERE WERE:* 242 TEACHERS OF RECORD; 204 MENTORS CUMULATIVE* 184 ELEMENTARY (56%); 149 SECONDARY (44%)* 30% MALE ELEMENTARY TEACHERS* 22% SECONDARY TEACHERS ARE MATH/SCIENCE (9% MATH; 13% SCIENCE)* 26% TEACHERS OF COLOR* 17% SPEAK SPANISH; 10% ARE BILINGUAL TEACHERSIN ADDITION TO THE PROGRAM REVENUE OF $714,350, THE BOETTCHER TEACHER RESIDENCY PROGRAM ALSO RECEIVED CONTRIBUTIONS TOTALING $1,550,000, GOVERNMENT GRANTS TOTALING $1,297,863 AND DONATED MATERIALS TOTALING $750 DURING 2015. 863496 613657 COLORADO-SCHOOL BASED PROFESSIONAL DEVELOPMENT: PEBC OFFERS SCHOOL AND SITE-BASED PROFESSIONAL DEVELOPMENT TRAININGS FOR TEACHERS AT ALL GRADE LEVELS AND ACROSS ALL SUBJECT AREAS. THERE ARE:* 414 DAYS OF INTENSIVE PROFESSIONAL DEVELOPMENT FOR OVER 2,000 TEACHERS AND PRINCIPALS IN 55 SCHOOLS, WHICH REPRESENTS CONTRACTUAL SCHOOLS WITH 13 COLORADO DISTRICTS, BENEFITTING NEARLY 25,000 STUDENTS.* 107 DAYS OF LEADERSHIP SUPPORT FOR PRINCIPALS AND TEACHER LEADERSLAB CLASSROOMS: LAB CLASSROOMS ALLOW PARTICIPANTS TO OBSERVE RESEARCH-BASED, HIGH QUALITY INSTRUCTION BY EXEMPLARY TEACHERS WORKING IN THEIR OWN CLASSROOMS. THERE WERE:* 27 LOCAL LABS FOR 393 PARTICIPANTS* 43 LABS FOR EDUCATORS ATTENDING A PEBC INSTITUTE* 11 NATIONAL VISITATION LABS FOR 91 PARTICIPANTS 1080624 14416 1657382 NATIONAL CONSULTING AND PROFESSIONAL DEVELOPMENT: THERE WERE: * 207 DAYS OF PROFESSIONAL DEVELOPMENT IN 21 SCHOOLS DISTRICTS OUTSIDE OF COLORADO.* 29 TRAVELING INSTITUTES FOR OVER 1,015 EDUCATORS OUTSIDE OF COLORADOINSTITUTES AND SEMINARS: K-23 EDUCATORS FROM COLORADO AND NATIONALLY, LEARN FROM SEASONED PEBC STAFF DEVELOPERS AND EDUCATION EXPERTS DURING THREE TO FOUR DAY INSTITUTES AND SEMINARS. EDUCATORS PARTICIPATE IN HANDS-ON, INTERACTIVE SESSIONS FEATURING KEY TOPICS RELEVANT TO BEST PRACTICE INSTRUCTION, THERE WERE:* ONE INTENSIVE LITERACY SEMINARS FOR 63 EDUCATORS* ONE SCIENCE INSTITUTE FOR 35 EDUCATORS* ONE MATH INSTITUTE FOR 118 EDUCATORS* THREE THINKING STRATEGIES INSTITUTES FOR 244 EDUCATORS* COGNITIVE COACHING SEMINAR FOR 28 COACHES, PRINCIPALS AND DISTRICT-LEVEL PERSONAL.* AUTHOR LABS FOR 20 PARTICIPANTS* EFFECTIVE MENTORING FOR 35 PARTICIPANTS* ONCE SOCIAL STUDIES INSTITUTE FOR 27 EDUCATORS* STEM SUMMIT FOR 84 PARTICIPANTS* SUMMER LITERACY SEMINAR FOR 26 PARTICIPANTS* FOUNDATIONS OF NUMERACY FOR 74 PARTICIPANTS* ARGUMENT WRITING INSTITUTE FOR 21 PARTICIPANTS 4534130 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 126 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DENISE POWELL 3038618661 600 GRANT STREET SUITE 525 DENVER CO 80203 CHARLES KERCHEVAL CHAIR 1.00 X X 0 0 0 JON LEHMANN TREASURER 1.00 X X 0 0 0 PAUL LHEVINE SECRETARY 1.00 X X 0 0 0 KERRIE DALLMAN EX-OFFICIO 1.00 X 0 0 0 CHRIS GDOWSKI EX-OFFICIO 1.00 X 0 0 0 BRUCE MESSINGER EX-OFFICIO 1.00 X 0 0 0 SCOTT MURPHY EX-OFFICIO 1.00 X 0 0 0 ANGELIKA T SCHROEDER EX-OFFICIO 1.00 X 0 0 0 SCOTT SIEGFRIED EX-OFFICIO 1.00 X 0 0 0 JOHN BARRY DIRECTOR 1.00 X 0 0 0 THOMAS BRINEGAR DIRECTOR 1.00 X 0 0 0 LEANNA CLARK DIRECTOR 1.00 X 0 0 0 LYNN FISCHER DIRECTOR 1.00 X 0 0 0 AMANDA GASH DIRECTOR 1.00 X 0 0 0 JIM GREENWOOD DIRECTOR 1.00 X 0 0 0 GG JOHNSTON DIRECTOR 1.00 X 0 0 0 JENNIFER KAUFMAN DIRECTOR 1.00 X 0 0 0 VANECIA KERR DIRECTOR 1.00 X 0 0 0 TERESA MADDEN DIRECTOR 1.00 X 0 0 0 JENNIFER OLIVER DIRECTOR 1.00 X 0 0 0 ANNE ROWE DIRECTOR 1.00 X 0 0 0 ALLISON SALTZER DIRECTOR 1.00 X 0 0 0 ROBIN VAN BERGEN DIRECTOR 1.00 X 0 0 0 ROBIN WISE DIRECTOR 1.00 X 0 0 0 ROSANN WARD PRESIDENT 40.00 X 198926 0 14040 DENISE POWELL CFO 40.00 X 115490 0 11491 WENDY HOFFER EDUCATION SENIOR DIRECTOR 40.00 X 128949 0 12185 ANNE PATTERSON EDUCATION SENIOR DIRECTOR 40.00 X 101564 0 1620 LORI PIDICK DIRECTOR OF DEV & COMM 40.00 X 101151 0 4540 646080 0 43876 5 0 1 0 0 124361 1297863 1748530 750 3170754 CONSULTING FEES 900099 1125256 1125256 BOETTCHER TEACHER RESI 900099 714350 714350 LOCAL PROFESSIONAL DEV 900099 613657 613657 CONFERENCE TUITION 900099 532126 532126 2985389 4568 4568 9645 9645 55807 124361 55807 0 OTHER 900099 10040 10040 10040 6180396 2985389 0 24253 439669 439669 354923 205066 133632 16225 2516031 2288908 63842 163281 154437 136908 2045 15484 209764 182303 14421 13040 338995 303605 30146 5244 294897 20911 273548 438 435581 381196 52289 2096 12439 12439 DIRECT MATERIALS & ACTI 315184 290465 6528 18191 PRINTING & PUBLICATIONS 8482 1994 6488 RELEASE TIME 2126 2126 OVERHEAD ALLOCATION 0 280979 -315752 34773 5082528 4534130 279626 268772 81329 388827 2417143 3336712 211479 533166 5574 6050 50073 70765 65428 39779 20897 25649 2786495 4361169 149062 205977 807380 1232600 43243 37914 999685 1476491 X 905065 1583060 869875 1289748 11870 11870 1786810 2884678 2786495 4361169 1097868 0 X X 0 1 X 1 0 X 2365207 1987041 2141252 1675325 3170754 11339579 1933750 2302085 2524264 2095902 2985389 11841390 4298957 4289126 4665516 3771227 6156143 23180969 0 363884 605765 1182261 806444 868845 3827199 363884 605765 1182261 806444 868845 3827199 19353770 62214 76248 53598 62613 14213 268886 62214 76248 53598 62613 14213 268886 8061 56373 6709 17479 10040 98662 4369232 4421747 4725823 3851319 6180396 23548517 0.82190 0.80680 0.01140 0.01360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11870 11870 11870 11870 11870 11870 11870 11870 11870 11870 1.00000 0 0 65428 39779 25649 25649 DEFERRED RENT 37914 37914 X 6236203 55807 55807 6180396 0 6180396 5138335 55807 55807 5082528 0 5082528 PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR PEBC WHILE MAINTAINING PURCHASING POWER AND GROWING ENDOWMENT ASSETS. PART X, LINE 2: PEBC ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCOUNTING STANDARD WHICH REQUIRES PEBC TO DETERMINE WHETHER A TAX POSITION (AND THE RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION. PEBC BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE SIGNIFICANT TO THE FINANCIAL STATEMENTS. PEBC'S TAX RETURNS FOR THE PREVIOUS THREE YEARS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER INITIAL FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 55,807. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 55,807. LUNCHEON 137805 96313 41492 11312 22453 7727 SUPERINTENDENT FORUM 36475 22160 14315 4840 8868 607 1 5888 5888 180168 124361 55807 16152 31321 8334 55807 0 1 CENTURY LINK GRANTS 15 14416 0 N/A N/A STIPENDS/SCHOLARSHIPS FOR THE MENTORS AND FELLOWS OF THE BOETTCHER TEACHER RESIDENCY PROGRAM 128 425253 0 N/A N/A PART I, LINE 2: QWEST GRANTS: ONCE AN INDIVIDUAL HAS RECEIVED A GRANT, ALL FUNDS MUST BE EXPENSED DURING THE CURRENT ACADEMIC YEAR. ANY FUNDS THAT ARE NOT EXPENDED DURING THIS TIMEFRAME SHALL BE RETURNED TO PEBC BY DECEMBER 1, 2015. GRANT RECIPIENTS SHALL SUBMIT AN EXPENSE REPORT FOR ALL EXPENDITURES. STIPENDS/SCHOLARSHIPS FOR THE BOETTCHER TEACHER RESIDENCY PROGRAM: PROGRAM SCHOLARSHIPS ARE PROVIDED TO HELP COVER THE COSTS OF TUITION, LIVING EXPENSES, ACADEMIC MATERIALS, AND OTHER EXPENSES THAT ARE INCURRED AS PART OF PARTICIPATING IN THE BOETTCHER TEACHER RESIDENCY PROGRAM. RESIDENTS ARE RESPONSIBLE FOR REPAYING WHATEVER SCHOLARSHIP AMOUNTS HAVE BEEN RECEIVED IF THEY TERMINATE FROM THE PROGRAM PRIOR TO COMPLETION OF THE PROGRAM. X X X 0 0 0 0 0 0 0 1 0 ROSANN WARD PRESIDENT 178926 0 20000 0 0 0 5357 0 8683 0 212966 0 0 0 PART I, LINE 7 NON-FIXED BONUSES ARE AWARDED TO ROSANN WARD (PRESIDENT) AT THE DISCRETION OF THE BOARD OF DIRECTORS, AND NON-FIXED BONUSES ARE AWARDED TO EMPLOYEES AT THE DISCRETION OF ROSANN WARD (PRESIDENT). SALARY SURVEYS ARE TAKEN FROM THE COLORADO NONPROFIT ASSOCIATION AND GUIDESTAR. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION DETERMINATION AND PUTS ALL AGREEMENTS INTO WRITING. FORM 990, PART VI, SECTION B, LINE 11 AN INDEPEDENT AUDITOR PREPARES THE 990 RETURN ANNUALLY. A DRAFT OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS TO MAKE ANY NECESSARY CHANGES. ONCE THE RETURN HAD BEEN REVIEWED AND ACCEPTED BY THE BOARD, THE 990 RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURES ARE GIVEN TO THE EXECUTIVE ASSISTANT, WHO MONITORS AND PERFORMS FOLLOW-UP PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS ARE TAKEN FROM THE COLORADO NONPROFIT ASSOCIATION AND GUIDESTAR. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION DETERMINATION AND PUTS ALL AGREEMENTS INTO WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES INFORMATION UPON REQUEST, AND THE GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE COLORADO SECRETARY OF STATE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.