2014-11-14T11:44:23-06:00 2014-06-30 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2013-07-01 650828272 ADOPT-A-CLASSROOM INC ADOP 8774447666 110 NORTH 5TH STREET 10TH FLOOR MINNEAPOLIS MN 55403 ANN PIFER CHIEF OPERATING OFFICER 8774447666 2014-11-14 1 BRUCE THIEL P00526510 6123397811 2013 2015-11-30 17:44:51Z ANN PIFER 110 NORTH 5TH STREET 10TH FLOOR MINNEAPOLIS MN 55403 4285802 0 X WWW.ADOPTACLASSROOM.ORG X 1998 FL WE GIVE TEACHERS A HAND BY PROVIDING NEEDED CLASSROOM SUPPLIES TO SUPPORT STUDENT SUCCESS. 9 9 9 13 0 0 2758358 4255954 0 0 3521 24787 5061 5061 2766940 4285802 1772042 2223842 0 0 519015 478460 0 0 286053 480139 608286 2771196 3310588 -4256 975214 2743018 3589835 218025 17639 2524993 3572196 ADOPT-A-CLASSROOM INCREASES OPPORTUNITY FOR STUDENT SUCCESS BY EMPOWERING TEACHERS WITH COMMUNITY PARTNERS AND FUNDS TO PURCHASE RESOURCES FOR THE CLASSROOM. 0 0 2846369 2223842 IN FISCAL 2014, ADOPTACLASSROOM REACHED MORE TEACHERS, AND MORE STUDENTS, WITH LARGER DONATIONS THAN EVER BEFORE IN ITS 16 YEAR HISTORY. TOTAL DONATIONS OF CLASSROOM SUPPLIES INCREASED BY 25% TO $2.2MM, AND REACHED 12,230 CLASSROOMS ACROSS THE COUNTRY, IMPACTING THE LEARNING ENVIRONMENT FOR APPROXIMATELY 300,000 STUDENTS. A SUBSTANTIAL INCREASE IN CORPORATE SPONSOR DONATIONS IN FISCAL 2014 MADE IT POSSIBLE FOR US TO AWARD LARGER TOTAL FUNDING ($400 AND MORE) TO 2,684 TEACHERS IN FISCAL 2014, MORE THAN DOUBLE THE NUMBER OF TEACHERS WHO RECEIVED THIS LEVEL OF FUNDING IN THE PRIOR YEAR. THE ORGANIZATION INVESTED IN SIGNIFICANT IMPROVEMENTS TO ITS WEBSITE DURING THE YEAR TO IMPROVE THE USER EXPERIENCE FOR TEACHERS AND DONORS, AND TO SUPPORT FUTURE GROWTH. 2846369 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 9 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CT FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC OK OR PA SC TN UT VA WA WV WI X X ANN PIFER 8774447666 110 NORTH 5TH STREET 10TH FLOOR MINNEAPOLIS MN 55403 SARA WEISENTHAL DIRECTOR 0.50 X 0 0 0 SCOTT PANSKY DIRECTOR 0.50 X 0 0 0 JULIE KRUEGER DIRECTOR 0.50 X 0 0 0 JOHN OXENDINE DIRECTOR 0.50 X 0 0 0 MAX HOLTZMAN DIRECTOR 0.50 X 0 0 0 DAVE LEYRER DIRECTOR 0.50 X 0 0 0 MELISSA RUBIN DIRECTOR 0.50 X 0 0 0 DEBORAH C YOUNG DIRECTOR 0.50 X 0 0 0 AMI ANDERSON DIRECTOR 1.00 X 0 0 0 MARJORIE KEAN SECRETARY 1.00 X X 0 0 0 BEN POWELL TREASURER 0.50 X X 0 0 0 DOUG LEVINE VICE CHAIR 0.50 X X 0 0 0 DOUG SPONG CHAIR 2.00 X X 0 0 0 JAMES ROSENBERG PRESIDENT AND FOUNDER 30.00 X 155266 0 11234 ROBERT THACKER EXECUTIVE DIRECTOR 40.00 X 125000 0 1679 ANN PIFER COO 40.00 X 26125 0 0 306391 0 12913 2 0 1 0 0 4255954 5000 4255954 24787 24787 INT INC DISQ PERSON LO 900099 5061 5061 5061 4285802 0 0 29848 2223842 2223842 321860 137174 62863 121823 110772 70616 17859 22297 15473 8584 5578 1311 30355 14600 6101 9654 1103 441 331 331 77725 38863 38862 295742 188376 5708 101658 14820 10774 4025 21 75445 75445 8386 5032 3354 55816 27908 27908 5426 3256 2170 4180 2508 1672 DEVELOPMENT 66308 66308 MISCELLANEOUS 3335 550 1735 1050 3310588 2846369 178166 286053 1755885 2239305 251837 509324 180001 185062 325 151258 15604 99128 135654 456167 520165 2743018 3589835 218025 17639 218025 17639 X 1115929 1084339 960887 1967692 448177 520165 2524993 3572196 2743018 3589835 975214 71988 0 X X 0 1 X 1 0 X 2225472 2630458 2550821 2758358 4255954 14421063 2225472 2630458 2550821 2758358 4255954 14421063 3910166 10510897 2388 3682 9046 3521 24787 43424 5061 5061 10122 14474609 0.72620 0.73100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 448177 71988 520165 436559 11618 448177 430328 6231 436559 382903 47425 430328 377285 5618 382903 1.00000 1 0 151258 15604 135654 135654 BENEFICIAL INTEREST IN A PERPETUAL TRUST 520165 520165 X 4393790 71988 36000 107988 4285802 0 4285802 3346588 36000 36000 3310588 0 3310588 PART V, LINE 4: THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A PERPETUAL TRUST WITH THE ASSETS HELD BY A THIRD PARTY. THESE ASSETS ARE CONSIDERED A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE ORGANIZATION HAS NO CONTROL OVER THE INVESTMENT OF THE FUNDS. DISTRIBUTIONS ARE MADE TO THE ORGANIZATION OF NO LESS THAN 5% OF THE FAIR VALUE OF THE FUND AS MEASURED BY A 12 QUARTER ROLLING AVERAGE OF THE FAIR VALUE OF THE FUND. DISTRIBUTIONS FROM THE FUND CAN BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF THE TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. 1 FUNDS FOR THE PURCHASE OF EDUCATIONAL MATERIALS, CHILDREN'S BOOKS AND OFFICE SUPPLIES. 12230 2223842 PART I, LINE 2: GOODS PURCHASED CAN ONLY BE SHIPPED TO THE TEACHER'S SCHOOL, NOT TO A HOME ADDRESS. THE ORGANIZATION USES THE NATIONAL CENTER FOR EDUCATIONS STATISTICS TO VERIFY SCHOOL INFORMATION TO ENSURE THAT THE SCHOOL IS AN ACCREDITED EDUCATIONAL INSTITUTION, AND THAT THE MAILING ADDRESS LISTED IN THE TEACHER'S REGISTRATION INFORMATION MATCHES THE ADDRESS LISTED IN THE NCES DATABASE. FOR PRIVATE SCHOOLS OR THOSE UNLISTED BY NCES, WE CALL/EMAIL THE SCHOOL TO CONFIRM USING INFORMATION FOUND ON THE SCHOOL WEBSITE OR PROVIDED BY THE TEACHER. ORDERS ARE NOT ALLOWED TO BE PROCESSED UNTIL THE SCHOOL AND MAILING ADDRESS HAVE BEEN VERIFIED. TEACHERS GENERALLY CHOOSE WHAT TO SPEND THEIR DONATED FUNDS ON FROM VENDORS ON THE ORGANIZATION'S WEBSITE. THOSE VENDORS ARE ONLY EDUCATIONAL MATERIAL SUPPLIERS, CHILDREN'S BOOK PUBLISHERS, AND OFFICE SUPPLY VENDORS. IF TEACHERS WANT TO SPEND THEIR FUNDS ON SOMETHING NOT AVAILABLE ON OUR SITE, THEY CAN SUBMIT A REQUEST FOR AN "OUT OF NETWORK PURCHASE". THOSE ARE REVIEWED FIRST BY A STAFF PERSON - IF ANYTHING LOOKS OUT OF THE ORDINARY OR INAPPROPRIATE, THE STAFF PERSON CONTACTS THE TEACHER TO ASK ABOUT WHY THE ITEM IS BEING REQUESTED AND WHAT IT WILL BE USED FOR. THE CHIEF OPERATING OFFICER THEN REVIEWS AND PERSONALLY APPROVES EVERY PAYMENT FOR OUT-OF-NETWORK PURCHASES. THIS ENSURES THAT ONLY ITEMS APPROPRIATE FOR EDUCATIONAL PURPOSES ARE BEING PURCHASED WITH DONATED FUNDS. X X 0 0 0 0 0 0 0 0 0 JAMES ROSENBERG PRESIDENT AND FOUNDER 123266 0 0 0 32000 0 0 0 11234 0 166500 0 0 0 KLEO INC ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, PRESIDENT AND FOUNDER SALE OF INTELLECTUAL PROPERTY X 168700 185062 0 1 1 185062 KLEO INC ENTITY MORE THAN 35% OWNED BY JAMES ROSENBERG, PRESIDENT AND FOUNDER 200804 LICENSING FEES, ADMINISTRATIVE SERVICES, AND VENDOR SERVICES, AND MERCHANDISE PURCHASES 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS LIMITED AUTHORITY TO ACT BETWEEN FULL BOARD MEETINGS, AND MUST REPORT ANY SUCH ACTIONS TO THE FULL BOARD. NO BROAD DELEGATION OF AUTHORITY EXISTS. FORM 990, PART VI, SECTION A, LINE 4 PRIOR COMMITTEE STRUCTURE: AUDIT & FINANCIAL OVERSIGHT COMMITTEE FUNDRAISING COMMITTEE PROGRAM COMMITTEE EVENTS & PUBLICATIONS COMMITTEE ADVISORY COUNCIL NONE OF THESE COMMITTEES WERE ACTIVE. NEW COMMITTEE STRUCTURE: EXECUTIVE COMMITTEE FINANCE COMMITTEE AUDIT COMMITTEE COMPENSATION COMMITTEE NOMINATING AND GOVERNANCE COMMITTEE THESE COMMITTEES ALL HAVE DESIGNATED MEMBERS FROM THE BOARD, AND ARE ACTIVE AT THE PRESENT TIME. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED FIRST BY THE BOARD TREASURER, THEN BY THE CHAIR OF THE BOARD BEFORE IT IS PRESENTED TO THE FULL BOARD FOR REVIEW, DISCUSSION, AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY MANAGEMENT ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. NO SUCH CONFLICTS OF INTEREST WERE FOUND TO EXIST IN THE MOST RECENT FISCAL YEAR. COO FOLLOWS UP DIRECTLY WITH ANY BOARD MEMBERS WHO FAIL TO SUBMIT THEIR FORM TO ENSURE COMPLIANCE. ADOPT-A-CLASSROOM ASKS EACH EMPLOYEE AND BOARD MEMBER WHETHER HE HAS AN ACTUAL OR POSSIBLE CONFLICT AND TO DESCRIBE ANY RELATIONSHIPS, TRANSACTIONS, OR OTHER CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT OF INTEREST. IF AN ACTUAL OR POSSIBLE CONFLICT ARISES, ADOPT-A-CLASSROOM REFERS SUCH MATTERS TO ITS OUTSIDE LEGAL COUNSEL FOR DETERMINATION, AND RELIES ON LEGAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS, AND WHAT RESTRICTIONS MAY APPLY TO THE RELATED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 SUBSEQUENT TO YEAR END THE ORGANIZATION HAS NOW ADOPTED PROCEDURES WHICH COMPLY WITH THE IRS REBUTTABLE PRESUMPTION PROCESS FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOW IMPLEMENTED AN AUDIT COMMITTEE AND A FINANCE COMMITTEE WHO WILL ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.