2014-11-24T11:29:12-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 11710 BELTSVILLE DRIVE SUITE 300 CALVERTON MD 20705 990 2013-01-01 522111508 ALLIANCE FOR SCHOOL CHOICE INC ALLI 2022801990 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 GREGORY BROCK EXECUTIVE DIRECTOR 2022801990 2014-11-24 1 MELISSA LAFFERTY CPA P01222987 3019312050 2013 2015-11-30 17:44:51Z GREGORY BROCK 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 9890335 0 X WWW.ALLIANCEFORSCHOOLCHOICE.ORG X 1998 WI ALLIANCE FOR SCHOOL CHOICE IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 8 8 0 8 0 0 5193313 9360660 12068 25000 133 72680 13336 8406 5218850 9466746 2262523 4039865 0 0 0 0 29063 0 261780 3377368 4461191 5668954 8501056 -450104 965690 4980482 6029448 215422 284163 4765060 5745285 X ALLIANCE FOR SCHOOL CHOICE IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING OUR NATION'S SYSTEM OF K-12 EDUCATION BY ADVANCING SYSTEMIC AND SUSTAINABLE PUBLIC POLICY THAT EMPOWERS PARENTS, PARTICULARLY IN LOW-INCOME FAMILIES, TO CHOOSE THE EDUCATION THEY DETERMINE IS BEST FOR THEIR CHILD. 0 0 6220497 3972365 8406 DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND IMPLEMENT SCHOOL CHOICE PROGRAMS. 609546 30000 25000 CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY, AND LEADERSHIP DEVELOPMENT. 1012050 37500 DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 7842093 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 29 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT FL GA IL KS KY MA MD ME MI MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV HI MN X JENNIFER MILLER 2022801990 1660 L STREET NW SUITE 100 WASHINGTON DC 20036 WILLIAM OBERNDORF DIRECTOR 3.00 0.00 X 0 0 0 ELISABETH DEVOS CHAIRMAN 1.00 3.50 X X 0 0 0 PETER FLANIGAN DIRECTOR-PAST 1.00 0.00 X 0 0 0 JOHN KIRTLEY VICE CHAIRMAN 1.50 3.00 X X 0 0 0 BOYKIN CURRY IV DIRECTOR 1.00 1.50 X 0 0 0 CARRIE PENNER SECRETARY 1.00 1.50 X X 0 0 0 KATHY HUBBARD DIRECTOR 2.00 2.50 X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 3.50 X 0 0 0 SPENCER ROBERTSON DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MILLER CFO/TREASURER 17.30 22.70 X 0 122439 20312 GREGORY BROCK EXECUTIVE DIRECTOR 14.80 25.20 X 0 199456 11474 0 321895 31786 0 0 1 0 POLITICAL INK INC 1342 CONNECTICUT AVE NW STE 5 WASHINGTON DC 20036 LA IMPLEMENTATION ADS/MAILERS 215558 JAMESTOWN ASSOCIATES 5 MAPLETON RD SUITE 300 PRINCETON NJ 08540 LA IMPLEMENTATION ADS/MAILERS 154124 2 1998 9358662 305549 9360660 ANNUAL SUMMIT REGISTRA 900099 25000 25000 25000 1226 1226 119245 119245 0 0 375798 304344 71454 71454 71454 OTHER INCOME 900099 8406 8406 8406 9466746 33406 0 72680 4023015 4023015 16850 16850 26885 21390 2944 2551 27002 27002 449619 400563 23037 26019 761 761 70591 41794 23706 5091 55042 7338 47704 146157 85034 50981 10142 232711 185802 21975 24934 90031 90031 9773 7776 1070 927 10572 4914 5072 586 REIMBURSEMENT TO AFFILI 1636025 1294649 186807 154569 DIRECT PROGRAM EXPENSES 1620266 1608575 11691 COMMUNICATIONS - NEWSLE 34148 34148 DEVELOPMENT/DIRECT MAIL 24615 24615 26993 20214 6124 655 8501056 7842093 397183 261780 3360089 2387008 301680 0 1200301 3232400 3467 1890 57179 50690 102736 87017 8160 15719 49606 341741 4980482 6029448 61573 37979 17868 11250 8740 3006 127241 231928 215422 284163 X 2338736 2400545 2426324 3344740 4765060 5745285 4980482 6029448 965690 14535 0 X X 0 1 X 1 0 X 3232978 3906508 6309253 5193313 9360660 28002712 3232978 3906508 6309253 5193313 9360660 28002712 16314273 11688439 2983 3037 33567 130924 120471 290982 2594 1397 15116 13336 8406 40849 28334543 106526 0.41250 0.41720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24428 251799 276227 8224829 8501056 575053 143763 0 0 278652 387033 433448 575053 1674186 2511279 126910 30070 138172 276227 571379 69663 96758 108362 143763 418546 627819 2456 96302 24428 123186 83186 82467 719 19550 4550 15000 15719 SECURITY DEPOSITS 24226 DUE FROM BROKER 317515 341741 SECURITY DEPOSITS 16000 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 215928 231928 X 9600526 14535 119245 133780 9466746 0 9466746 8620301 119245 119245 8501056 0 8501056 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH DECEMBER 31, 2013 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL INCOME 119,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL INCOME 119,245. 1 STEP UP FOR STUDENTS PO BOX 59188 BIRMINGHAM AL 35259 463813722 501C3 275000 IMPLEMENTATION IN ALABAMA ARIZONA CAPE 8711 E PINNACLE PEAK RD PMB 308 SCOTTSDALE AZ 85255 900713923 501C3 6000 GENERAL SUPPORT - AZ ACTIVITIES BATON ROUGE AREA FOUNDATION 402 NORTH 4TH STREET BATON ROUGE LA 70802 726030391 501C3 2000 ED REFORM BEACON CENTER 201 4TH AVENUE STE 1280 NASHVILLE TN 37219 640927212 501C3 676000 MEDIA EFFORTS BLACK ALLIANCE FOR EDUCATIONAL OPTIONS C/O MT PINERO 8401 CONNECTICUT AVE SUITE 1202 CHEVY CHASE MD 20815 392015443 501C3 645000 GENERAL SUPPORT FOR EFFORTS IN ALABAMA, PENNSYLVANIA, LOUISIANA, MARKETING EFFORTS, ANNUAL SYMPOSIUM. CENTER FOR AN EDUCATED GEORGIA 333 RESEARCH COURT STE 210 NORCROSS GA 30092 581928520 501C3 200000 GENERAL SUPPORT GEORGIA CENTER FOR OPPORTUNITY (FKA CENTER FOR AN EDUCATED GEORGIA) 333 RESEARCH COURT STE 210 NORCROSS GA 30092 581928520 501C3 100000 GENERAL SUPPORT EDUCATION REFORM NOW 928 BROADWAY STE 505 NEW YORK NY 10010 203687838 501C3 52500 GENERAL SUPPORT FOR EFFORTS IN ARIZONA AND WISCONSIN FOUNDATION FOR OPPORTUNITY IN EDUCATION 26 CENTURY HILL DRIVE STE 203 LATHAM NY 12110 453027711 501C3 150000 GENERAL SUPPORT FOR EFFORTS IN NEW YORK GREAT SCHOOLS 160 SPEAR STREET STE 1020 SAN FRANCISCO CA 94105 943311628 501C3 50000 GENERAL SUPPORT FOR EFFORTS IN DC HISPANIC COUNCIL FOR REFORM EDUCATIONAL OPTIONS 8461 LAKE WORTH ROAD SUITE 245 LAKE WORTH FL 33467 743023330 501C3 60000 GENERAL SUPPORT FOR EFFORTS IN ARIZONA HISPANICS FOR SCHOOL CHOICE EDUCATIONAL TRUST 1717 E LILAC LANE OAK CREEK WI 53154 452263797 501C3 30000 GENERAL SUPPORT FOR EFFORTS IN WI INDIANAPOLIS URBAN LEAGUE INC 777 INDIANA AVENUE INDIANAPOLIS IN 46202 356060655 501C3 45500 GENERAL SUPPORT PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 434 FAYETTEVILLE ST SUITE 1620 RALEIGH NC 27601 202754466 501C3 910000 GENERAL SUPPORT & LOBBYING, VOUCHER IMPLEMENTATION IN NORTH CAROLINA. SCHOOL CHOICE INDIANA 101 WEST OHIO STE 700 INDIANAPOLIS IN 46204 204046250 501C3 400000 SCHOOL CHOICE MARKETING IN INDIANA SCHOOL CHOICE OHIO 88 E BROAD STREET STE 640 COLUMBUS OH 43215 203130699 501C3 421015 GENERAL SUPPORT & LOBBYING, COMMUNICATIONS EFFORTS IN OHIO, IMPLEMENTATION IN OHIO, RALLY. 17 0 FISCAL CALCULATOR PROJECT 1 16850 PART I, LINE 2: THE ORGANIZATION EMPLOYS SEVERAL INDIVIDUALS WHO ARE ASSIGNED A GEOGRAPHIC REGION OF THE UNITED STATES. PART OF THEIR JOB IS TO WORK CLOSELY WITH THE ALLIES WITHIN THE STATES AND GRANTEE ORGANIZATIONS TO ACCCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. THE GRANTEES ARE REQUESTED TO SUBMIT INTERIM AND FINAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. PART III: THE ORGANIZATION CONTRACTED WITH AN ECONOMIST/RESEARCHER TO CREATE AN ONLINE FISCAL NOTES CALCULATOR TO BE USED TO FIGURE OUT THE COST TO A STATE FOR PRIVATE SCHOOL CHOICE POLICY PROPOSALS. THE ORGANIZATION PARTIALLY FUNDED THE PROJECT. THE COMPLETED CALCULATOR IS EXPECTED TO BE AVAILABLE ONLINE FOR USE BY THE PUBLIC FREE OF CHARGE. USERS WILL INPUT DATA ABOUT PROPOSED SCHOOL CHOICE LEGISLATION AS WELL AS STATE-SPECIFIC INFORMATION INTO THE WEBSITE AND THE CALCULATOR WILL RETURN A COST ESTIMATE OF THE PROPOSED POLICY. 0 0 0 0 0 0 0 0 0 GREGORY BROCK EXECUTIVE DIRECTOR 0 199456 0 0 0 0 0 7000 0 4474 0 210930 0 0 X 3 305549 AVG HI/LO OF MARKET 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1 IN MARCH 2012, BOARD OF DIRECTORS APPROVED AN ORGANIZATIONAL EXPENDITURE AUTHORIZATION POLICY AS FOLLOWS: 1. EXECUTIVE DIRECTOR CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,000 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. ANY APPROVAL UNDER 1 & 2 ARE COMMUNICATED TO THE FULL BOARD EITHER VIA ELECTRONIC UPDATES OR AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER/TREASURER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTS REQUIRED TO COMPLETE FORM 990. ONCE COMPLETED AND REVIEWED BY THE TAX FIRM THE TREASURER THEN REVIEWS THE FORM 990 FOR NECESSARY CHANGES. THE FINAL DRAFT OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER, AND LEGAL COUNSEL. ONCE REVIEWED AND ALL QUESTIONS ARE ANSWERED AND CHANGES MADE, IF APPLICABLE, THE EXECUTIVE DIRECTOR SIGNS THE RETURN AND PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION B, LINE 15 CHAIRMAN OF THE ORGANIZATION REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION, PERFORMS STAFF EVALUATIONS, AND DISCUSSES COMPENSATION WITH OTHER BOARD MEMBERS. THIS WAS LAST PERFORMED IN 2013. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO COMMITTEE THAT PERFORMS THESE RESPONSIBILITIES. FORM 990, PAGE 7, PART VII, SECTION A, LINE 1A: ALLIANCE FOR SCHOOL CHOICE (ALLIANCE) DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN ALLOCATE TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIMESHEET. THE ALLIANCE THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. AMERICAN FEDERATION FOR CHILDREN INC 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS CA 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 1660 L STREET NW SUITE 1000 WASHINGTON DC 20036 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 560582 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC O 1501314 ACTUAL FIGURES AMERICAN FEDERATION FOR CHILDREN INC P 950176 ACTUAL FIGURES