2014-05-14T08:11:32-05:00 2013-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2013-01-01 392015443 BLACK ALLIANCE FOR EDUCATIONAL OPTIONS BLAC 2024292236 888 16TH STREET NW NO 800 WASHINGTON DC 200064104 KENNETH CAMPBELL PRESIDENT 2024292236 2014-05-14 1 3019519090 2013 2015-11-30 17:44:51Z KENNETH CAMPBELL 888 16TH STREET NW NO 800 WASHINGTON DC 200064104 2122008 0 X WWW.BAEO.ORG X 2000 WI SEE PART III, LINE 1. 7 6 59 57 0 0 7517241 1814837 852126 207515 374 313 125887 99343 8495628 2122008 125000 167332 0 0 2035690 2251592 0 0 142412 2114146 2376860 4274836 4795784 4220792 -2673776 7399829 4593929 303113 170989 7096716 4422940 BAEO'S MISSION IS TO INCREASE ACCESS TO HIGH QUALITY EDUCATION OPTIONS FOR BLACK CHILDREN BY ACTIVELY SUPPORTING TRANSFORMATIONAL EDUCATION REFORM INITIATIVES AND PARENTAL CHOICE POLICIES THAT EMPOWER LOW-INCOME AND WORKING-CLASS BLACK FAMILIES. 0 0 2297301 167332 MOBILIZATION: AN EDUCATIONAL CAMPAIGN DESIGNED TO EDUCATE PARENTS ABOUT PUBLIC AND/OR PRIVATE PARENTAL CHOICE OPTIONS IN LOUISIANA, OHIO, MISSOURI, MISSISSIPPI, KENTUCKY, ALABAMA, AND THE DISTRICT OF COLUMBIA. 459020 207515 SYMPOSIUM: AN ANNUAL MEETING OF BAEO MEMBERS AND ALLIES TO PROVIDE INFORMATION AND SHARE IDEAS RELATED TO IMPROVING THE EDUCATIONAL OPTIONS AVAILABLE TO BLACK FAMILIES AND CHILDREN. 126125 BAILEY-SULLIVAN LEADERSHIP INSTITUTE: THE BAILEY-SULLIVAN LEADERSHIP INSTITUTE SEEKS TO ADDRESS THE DIRE NEED FOR MORE BLACK ADVOCATES EQUIPPED TO CHAMPION PARENTAL CHOICE AND TRANSFORMATIONAL EDUCATION REFORM INITIATIVES IN THE BLACK COMMUNITY. THE INSTITUTE WILL SEEK TO REACH THIS GOAL BY ESTABLISHING THE WEEKEND ADVOCACY LEADERSHIP ACADEMY WHICH WILL ENGAGE INDIVIDUALS WHO ARE LEADERS AND/ OR POTENTIAL LEADERS IN VARIOUS SECTORS OF THE BLACK COMMUNITY AND PROVIDE TRAINING AND NETWORKING OPPORTUNITIES THAT WILL STRENGTHEN THEIR COMMITMENT TO ADVOCATING ON BEHALF OF THESE REFORM POLICIES. 2882446 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 18 0 1 59 1 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 1 0 0 0 0 1 1 0 1 1 1 1 0 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X LUMIX CPAS AND ADVISORS 2403954500 8401 CONNECTICUT AVENUE SUITE 1202 CHEVY CHASE MD 20815 HOWARD FULLER CHAIR 5.00 X X 0 0 0 MASHEA ASHTON VICE CHAIR 2.00 X X 0 0 0 KEVIN N HINTON TREASURER & DIRECTOR 0.50 X X 0 0 0 DAWN CHAVOUS SECRETARY & DIRECTOR 0.50 X X 0 0 0 DARRYL COBB BOARD MEMBER 0.10 X 0 0 0 VERNARD GANT BOARD MEMBER 0.10 X 0 0 0 DEBORAH MCGRIFF BOARD MEMBER 0.10 X 0 0 0 KIMBERLY SMITH BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 TOWALAME AUSTIN BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 MICHAEL BENJAMIN BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 DAVID BRAND BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 W RAYMOND BRYANT BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 KEVIN CHAVOUS BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 JACQUELINE JOYNER CISSELL BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 ZAKIYA COURTNEY BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 ANN DUPLESSIS BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 DWIGHT EVANS BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 T WILLARD FAIR BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 RHONDA FISCHER BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 ANDREA FOGGY-PAXTON BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 DONALD HENSE BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 KEVIN JOHNSON BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 LEROY MCCLURE BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 HAROLD SMITH BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 JONATHAN WILLIAMS BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 ANTHONY WILLIAMS BOARD MEMBER (LEFT 05/13) 0.10 X 0 0 0 KENNETH CAMPBELL PRESIDENT 40.00 X 155427 0 20628 SHREE MEDLOCK NATIONAL ADVOCACY DIR. 40.00 X 109758 0 11617 JACQUELINE COOPER CHIEF OF STAFF 40.00 X 108273 0 17166 TANZI WEST COMMUNICATIONS DIRECTOR 40.00 X 102444 0 14106 475902 0 63517 4 0 1 0 MT PINERO PC 8401 CONNECTICUT AVE CHEVY CHASE MD 20815 ACCOUNTING SERVICES 239540 BELLWETHER EDUCATION PARTNERS 37 ROYALSTON RD WELLESLEY MA 02481 CONSULTING SERVICES 200075 2 930 1813907 1814837 CONFERENCE 900099 207515 207515 207515 313 313 REIMBSMT & OTH INCOME 900099 99343 99343 99343 2122008 207515 0 99656 X 167332 167332 176056 79225 79225 17606 1707214 1038698 584484 84032 21689 13838 6989 862 204570 123826 70470 10274 142063 84555 49913 7595 1656 122 1534 224256 16516 207740 548793 40418 508375 71925 57919 13603 403 89632 64175 25438 19 12974 955 12019 60411 29879 29332 1200 667078 443266 221133 2679 125719 79870 45385 464 15384 1492 13180 712 12873 1249 11028 596 ALLOCATION OF M&G 0 243349 -253898 10549 SYMPOSIUM 204550 164719 38685 1146 LOCAL OUTREACH EVENTS 199939 161006 37813 1120 AUDIO VISUAL 53441 43034 10108 299 88229 27003 58370 2856 4795784 2882446 1770926 142412 1721555 1594651 1189813 1183894 4310000 1721667 41230 7826 99298 45764 54498 15897 36407 38601 1526 1526 7399829 4593929 271358 170989 31755 303113 170989 X 5873811 3367061 1222905 1055879 7096716 4422940 7399829 4593929 -2673776 0 X 0 1 X 1 0 X 2174727 1785256 2936486 7517241 1814837 16228547 2174727 1785256 2936486 7517241 1814837 16228547 8357435 7871112 11122 2907 1223 374 313 15939 51535 125887 99343 276765 16521251 2314254 0.47640 0.41120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 7150 0 0 0 1 19988 1 77347 0 104485 0 PART II-B, LINE 1: BAEO'S LOBBYING ACTIVITIES INCLUDED A LIMITED NUMBER OF ONE-TO-ONE AND SMALL GROUP MEETINGS WITH STATE ELECTED OFFICIALS IN MS, AL, KY, LA, MO, AND OH TO ENCOURAGE THEM TO SUPPORT PARENTAL CHOICE AND EDUCATION REFORM LEGISLATION PENDING BEFORE THE LEGISLATURE. ADDITIONALLY, BAEO ENGAGED IN AN ADVERTISING CAMPAIGN IN LOUISIANA TO URGE CITIZENS TO CONTACT THEIR LEGISLATORS TO SUPPORT LEGISLATION DURING THE 2013 SESSION. 54498 15897 38601 38601 X 2122008 0 2122008 0 2122008 4795784 0 4795784 0 4795784 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2013, BAEO HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. 1 PHILADELPHIA BAEO PO BOX 45682 PHILADELPHIA PA 19149 237046393 501(C)(3) 108322 2013 GRANT TO CHAPTERS & ASC MOBILIZATION GRANT MILWAUKEE BAEO 3290 NORTH 44TH STREET MILWAUKEE WI 53216 392014948 501(C)(3) 50000 2013 GRANT TO CHAPTERS ST JOHN'S COLLEGE HS 2607 MILITARY ROAD NW WASHINGTON DC 20015 530242993 501(C)(3) 9000 SCHOLARSHIP 3 0 PART I, LINE 2: THE USE OF GRANTS IS MONITORED THROUGH QUARTERLY AND FINAL WRITTEN REPORTS (THAT ARE SIGNED BY THE AUTHORIZED OFFICER OF THE ORGANIZATION), RECORD MAINTENANCE AND INSPECTION. THE BAEO STAFF MAY OBSERVE THE GRANTEE'S PROGRAM OR REVIEW FINANCIAL AND OTHER RECORDS CONNECTED TO THE SPECIFIC GRANT. X X X 0 0 0 0 0 0 0 0 0 KENNETH CAMPBELL PRESIDENT 155427 0 0 0 0 0 6399 0 14229 0 176055 0 0 0 JACQUELINE COOPER FAMILY MEMBER OF DR. DEBORAH MCGRIFF, BOARD MEMBER 125439 JACQUELINE COOPER HAS A FAMILY RELATIONSHIP WITH DEBORAH MCGRIFF AND SHE IS AN EMPLOYEE OF BAEO. THE AMOUNT OF THE TRANSACTION LISTED IS MS. COOPER'S TOTAL COMPENSATION REPORTED ON PART VII, SECTION A. 0 FORM 990, PART VI, SECTION A, LINE 2 DEBORAH MCGRIFF, BOARD MEMBER, AND DR. HOWARD FULLER, CHAIR, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE MADE TO THE ORGANIZATION'S BYLAWS: - MEMBERS: ONLY ONE CLASS OF MEMBERS WITH NO VOTING RIGHTS. - BOARD: CHANGES TO SIZE & COMPOSITION AS WELL AS TO THE COMMITTEE STRUCTURE. PROVISION FOR LOCAL CHAPTERS & AFFILIATES REMOVED FROM BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY OF THE FINAL 990 WAS PRESENTED TO THE ENTIRE BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BAEO BOARD CHAIR AT BAEO'S ANNUAL IN-PERSON BOARD DEVELOPMENT MEETING REVIEWS THE CONFLICT OF INTEREST FORMS WITH THE BOARD TO ENSURE ALL MEMBERS HAVE SIGNED THE DOCUMENT. ALL SIGNED DOCUMENTS ARE GIVEN TO THE PRESIDENT AND SECRETARY FOR REVIEW. THE PRESIDENT FILES THE DOCUMENTS FOR FUTURE REFERENCE. IF A CONFLICT WERE TO ARISE, THE INTERESTED PERSON WOULD RECUSE THEMSELF FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY APPROVES COMPENSATION OF THE PRESIDENT. THE MOST RECENT SALARY REVIEW FOR THIS POSITION WAS DONE IN DECEMBER 2013. IN DETERMINING COMPENSATION FOR EMPLOYEES, BAEO'S BOARD APPROVES ALL COMPENSATION THROUGH THE BUDGETING PROCESS. ANY CHANGES OR ADDITIONS TO THE APPROVED BUDGET MUST BE APPROVED BY THE BOARD. THE BOARD WORKING WITH THE HR CONSULTING FIRM, NONPROFIT HR SOLUTIONS IN WASHINGTON, DC, REGULARLY REVIEWS LEVELS OF COMPENSATION FOR ITS EMPLOYEES AGAINST SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS WAS MOST RECENTLY DONE FOR EACH BAEO STAFF POSITION IN DECEMBER 2013. THE ANALYSIS ALSO INCLUDED A REVIEW OF EACH LOCAL MARKET WHERE BAEO EMPLOYEES ARE LOCATED. BASED ON THIS REVIEW, COMPENSATION WAS ADJUSTED ACCORDINGLY. THE REVIEW PROCESS AND THE MARKET DATA ARE RECORDED IN THE BAEO BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G STRATEGIC PLANNING CONSULT: PROGRAM SERVICE EXPENSES 14,735. MANAGEMENT AND GENERAL EXPENSES 185,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,075. MARKETING RESEARCH: PROGRAM SERVICE EXPENSES 4,684. MANAGEMENT AND GENERAL EXPENSES 58,916. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,600. CONSULTANTS/CONTRACTORS: PROGRAM SERVICE EXPENSES 6,982. MANAGEMENT AND GENERAL EXPENSES 87,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,797. STATE COMPLIANCE: PROGRAM SERVICE EXPENSES 1,912. MANAGEMENT AND GENERAL EXPENSES 24,051. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,963. HR CONSULTANT: PROGRAM SERVICE EXPENSES 5,922. MANAGEMENT AND GENERAL EXPENSES 74,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,415. DATA MGMT SERVICES: PROGRAM SERVICE EXPENSES 559. MANAGEMENT AND GENERAL EXPENSES 7,029. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,588. PRINT DESIGN SERVICES: PROGRAM SERVICE EXPENSES 3,124. MANAGEMENT AND GENERAL EXPENSES 39,294. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,418. BUS CONTRACT: PROGRAM SERVICE EXPENSES 36. MANAGEMENT AND GENERAL EXPENSES 449. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 485. TECH. MAINTENANCE: PROGRAM SERVICE EXPENSES 2,464. MANAGEMENT AND GENERAL EXPENSES 30,988. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,452.