2014-11-04T14:12:30-06:00 2014-06-30 KUNDINGER CORDER & ENGLE PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2013-07-01 742357262 PUBLIC EDUCATION & BUSINESS COALITION PUBL 3038618661 600 GRANT STREET NO 525 DENVER CO 80203 ROSANN WARD PRESIDENT 3038618661 2014-11-04 1 STEVEN R CORDER P01363943 3035345953 2013 2015-11-30 17:44:51Z PEBC ROSANN WARD 600 GRANT STREET NO 525 DENVER CO 80203 3921187 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. 29 29 87 33 0 0 2141252 1675325 2524264 2095902 4275 4043 56032 76049 4725823 3851319 696613 95230 0 0 2849470 2606433 0 0 227772 1264450 1271083 4810533 3972746 -84710 -121427 2110421 2786495 202184 999685 1908237 1786810 X SEE SCHEDULE O. 0 0 1434208 4500 54000 THE COLORADO BOETTCHER TEACHER RESIDENCY IS FOCUSED ON INCREASING THE NUMBER OF MATH/SCIENCE AND SECONDARY TEACHERS AND EXPANDING INTO RURAL AREAS OF COLORADO. IN THE 2013/14 SCHOOL YEAR THERE WERE:* 180 TEACHERS OF RECORD; 159 MENTORS OVER TIME* 111 ELEMENTARY (62%); 69 SECONDARY (38%)* 25% MALE ELEMENTARY TEACHERS* 18% SECONDARY TEACHERS ARE MATH/SCIENCE (9% MATH; 13% SCIENCE)* 21% TEACHERS OF COLOR* 22% SPEAK SPANISH; 12% ARE BILINGUAL TEACHERSIN ADDITION TO THE PROGRAM REVENUE OF $54,000, THE BOETTCHER TEACHER RESIDENCY PROGRAM ALSO RECEIVED CONTRIBUTIONS TOTALING $1,247,500 DURING 2014. 657577 90730 472340 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:* 453 DAYS OF INTENSIVE PROFESSIONAL DEVELOPMENT FOR OVER 1,883 TEACHERS AND PRINCIPALS IN 65 SCHOOLS, WHICH REPRESENT 12 COLORADO DISTRICTS AND TEACH FOR AMERICA, BENEFITTING NEARLY 25,000 STUDENTS.* 104 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:* 52 LOCAL LABS FOR 534 PARTICIPANTS* 38 LABS FOR EDUCATORS ATTENDING A PEBC INSTITUTE* 5 NATIONAL VISITATION LABS FOR 50 PARTICIPANTS 1329627 1569562 NATIONAL CONSULTING AND PROFESSIONAL DEVELOPMENT: THERE WERE: * 342 DAYS OF PROFESSIONAL DEVELOPMENT IN 21 SCHOOLS DISTRICTS OUTSIDE OF COLORADO.* 27 TRAVELING INSTITUTES FOR OVER 830 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 34 EDUCATORS* ONE SCIENCE INSTITUTE FOR 21 EDUCATORS* ONE MATH INSTITUTE FOR 54 EDUCATORS* THREE THINKING STRATEGIES INSTITUTES FOR 286 EDUCATORS* COGNITIVE COACHING SEMINAR FOR 29 COACHES, PRINCIPALS AND DISTRICT-LEVEL PERSONAL.* AUTHOR LABS FOR 52 PARTICIPANTS* EFFECTIVE MENTORING FOR 51 PARTICIPANTS* ONCE SOCIAL STUDIES INSTITUTE FOR 27 EDUCATORS* STEM SUMMIT FOR 136 PARTICIPANTS* SUMMER LITERACY SEMINAR FOR 32 PARTICIPANTS* FOUNDATIONS OF NUMERACY FOR 29 PARTICIPANTS 3421412 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 83 0 1 87 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 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 & TREASURER 1.00 X X 0 0 0 LESLIE MITCHELL SECRETARY 1.00 X X 0 0 0 PIETER LEENHOUTS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SCOTT SIEGFRIED EX-OFFICIO 1.00 X 0 0 0 JOHN BARRY EX-OFFICIO 1.00 X 0 0 0 ROBIN VAN BERGEN DIRECTOR 1.00 X 0 0 0 LEANNA CLARK DIRECTOR 1.00 X 0 0 0 KERRIE DALLMAN EX-OFFICIO 1.00 X 0 0 0 DEB DEMUTH 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 CHRIS GDOWSKI EX-OFFICIO 1.00 X 0 0 0 GG JOHNSTON DIRECTOR 1.00 X 0 0 0 JENNIFER KAUFMAN DIRECTOR 1.00 X 0 0 0 JENNIFER OLIVER DIRECTOR 1.00 X 0 0 0 JON LEHMANN DIRECTOR 1.00 X 0 0 0 PAUL LHEVINE DIRECTOR 1.00 X 0 0 0 TERESA MADDEN DIRECTOR 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 THERESA PENA DIRECTOR 1.00 X 0 0 0 ANNE ROWE DIRECTOR 1.00 X 0 0 0 MELISSA RYAN DIRECTOR 1.00 X 0 0 0 ANGELIKA T SCHROEDER EX-OFFICIO 1.00 X 0 0 0 ALLISON SALTZER DIRECTOR 1.00 X 0 0 0 CAREY MACDONALD WIRTZFELD DIRECTOR 1.00 X 0 0 0 ROBIN WISE DIRECTOR 1.00 X 0 0 0 THOMAS BRINEGAR DIRECTOR 1.00 X 0 0 0 BILL MYERS DIRECTOR 1.00 X 0 0 0 DENISE POWELL CFO 40.00 X 110605 0 11934 ROSANN WARD PRESIDENT 40.00 X 191456 0 14482 ULCCA HANSEN VICE PRESIDENT 40.00 X 140300 0 1620 WENDY HOFFER EDUCATION SENIOR DIRECTOR 40.00 X 132263 0 12628 574624 0 40664 4 0 1 0 0 106335 1568990 1675325 CONSULTING FEES 900099 1011686 1011686 CONFERENCE TUITION 900099 557876 557876 LOCAL PROFESSIONAL DEV 900099 472340 472340 BOETTCHER TEACHERS PRO 900099 54000 54000 2095902 4043 4043 58570 58570 69868 106335 69868 0 OTHER 900099 17479 17479 17479 3851319 2095902 0 80092 95230 95230 363222 171329 183355 8538 1954022 1750940 45693 157389 113711 100392 2506 10813 175478 145734 17281 12463 142317 101948 40369 259000 47053 211797 150 327568 271180 54574 1814 9725 9725 STIPENDS & RELEASE TIME 297054 297054 DIRECT MATERIALS & ACTI 223214 216561 6596 57 PRINTING & PUBLICATIONS 12205 6246 5285 674 OVERHEAD ALLOCATION 0 217745 -253619 35874 3972746 3421412 323562 227772 12279 81329 1748100 2417143 25000 246938 211479 5578 5574 50296 50073 56229 35332 22230 20897 2110421 2786495 128867 149062 28237 807380 45080 43243 202184 999685 X 819460 905065 1076907 869875 11870 11870 1908237 1786810 2110421 2786495 -121427 0 X X 0 1 X 1 0 X 2155980 2365207 1987041 2141252 1675325 10324805 1834827 1933750 2302085 2524264 2095902 10690828 3990807 4298957 4289126 4665516 3771227 21015633 0 536761 363884 605765 1182261 1057072 3745743 536761 363884 605765 1182261 1057072 3745743 17269890 36055 62214 76248 53598 62613 290728 36055 62214 76248 53598 62613 290728 11353 8061 56373 6709 17479 99975 4038215 4369232 4421747 4725823 3851319 21406336 0.80680 0.85640 0.01360 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11870 11870 11870 11870 11870 11870 11870 11870 11870 11870 0 0 56229 35332 20897 20897 DEFERRED RENT 43243 43243 X 3921187 69868 69868 3851319 0 3851319 4042614 69868 69868 3972746 0 3972746 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 IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CONTRIBUTIONS RECEIVED QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO PEBC'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, PEBC GENERATED NO UNRELATED BUSINESS INCOME, AND ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES. 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 69,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 69,868. LUNCHEON 130390 81534 48856 3732 30530 14594 SUPER INTENDENT FORUM 45813 24801 21012 13490 7522 176203 106335 69868 3732 44020 22116 69868 0 1 QWEST GRANTS 49 90730 N/A N/A BOETTCHER TEACHERS PROGRAM SCHOLARSHIP 5 4500 N/A N/A PART I, LINE 2: 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, 2014. GRANT RECIPIENTS SHALL SUBMIT AN EXPENSE REPORT FOR ALL EXPENDITURES. X X X 0 0 0 0 0 0 0 0 0 ROSANN WARD PRESIDENT 191456 0 0 0 0 0 5356 0 9126 0 205938 0 0 0 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 THE MOUNTAIN STATES EMPLOYERS COUNCIL. 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.