LEE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEE INC (EIN 20-8848357)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349306731
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:11:10-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 105281633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208848357 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADERSHIP FOR EDUCATIONAL EQUITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEAD | NameControl |
| Phone | 2025522400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 K STREET NW 9TH FLOOR | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEKI BAHAR-ENGLER | Name |
| Title | VP STRATEGY & OPERATIONS | Title |
| Phone | 2025522400 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARRETT M HIGGINS | Name |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL BUMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 K STREET NW 9TH FLOOR | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3850056 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.EDUCATIONALEQUITY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE A DIVERSE AND ENDURING MOVEMENT OF LEADERS WHO SHARE A COMMITMENT TO ENDING THE INJUSTICE OF EDUCATIONAL INEQUITY AND EMPOWER THEM TO ENGAGE CIVICALLY WITHIN THEIR COMMUNITIES AND ACROSS THE NATION TO ENSURE EVERY CHILD HAS THE OPPORTUNITY TO ATTAIN AN EXCELLENT EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 57 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1278722 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3850056 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1278722 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3850056 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 685976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2552267 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 85486 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 558146 | OtherExpensePriorYear |
| Other Expenses Current Year | 1470012 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1244122 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4046279 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 34600 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -196223 | RevenuesLessExpensesCY |
| Total Assets BOY | 460575 | TotalAssetsBOY |
| Total Assets EOY | 1048512 | TotalAssetsEOY |
| Total Liabilities BOY | 214008 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 998168 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 246567 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50344 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO INSPIRE A DIVERSE & ENDURING MOVEMENT OF LEADERS WHO SHARE A COMMITMENT TO ENDING THE INJUSTICE OF EDUCATIONAL INEQUITY & EMPOWER THEM TO ENGAGE CIVICALLY WITHIN THEIR COMMUNITIES & ACROSS THE NATION TO ENSURE CHILDREN HAVE THE OPPORTUNITY TO ATTAIN A QUALITY EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 342628 | Expense |
| Description | MEMBERSHIP SERVICES: LEE EXPERIENCED SIGNIFICANT GROWTH IN MEMBERSHIP IN 2012, PARTICULARLY AS A RESULT OF AGGRESSIVE OUTREACH TO TEACH FOR AMERICA CORPS MEMBERS AND ALUMNI WHICH FOCUSED ON THE BENEFITS AND OPPORTUNITIES OF MEMBERSHIP. AS A RESULT OF THESE AND OTHER SUSTAINED EFFORTS, OUR MEMBERSHIP BASE GREW TO NEARLY 19,000. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3199308 | Expense |
| Grants | 24000 | Grants |
| Description | LEADERSHIP DEVELOPMENT: IN 2012, WE LED TRAININGS AND FELLOWSHIPS THAT SUPPORTED THE LEADERSHIP DEVELOPMENT OF NEARLY 800 MEMBERS. IN 2012, LEADERSHIP FOR EDUCATIONAL EQUITY PILOTED SEVERAL NEW PROGRAMS GEARED TOWARD PROVIDING MEMBERS THE TOOLS NECESSARY TO TAKE INDIVIDUAL AND COLLECTIVE ACTION, INCLUDING, BUT NOT LIMITED TO A COMMUNITY ORGANIZING FELLOWSHIP, TEACHER VOICE TRAININGS, UNION LEADERSHIP TRAININGS. LEE ALSO LAUNCHED THE POLICY LEADERSHIP ACADEMY, WHICH SUPPORTS THE LEADERSHIP DEVELOPMENT OF FUTURE AND CURRENT ELECTED, POLICY, ADVOCACY AND ORGANIZING LEADERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3541936 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 57 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BUMAN EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025522400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 K STREET NW 9TH FLOOR | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MATTHEW KRAMER | ||||||||
| TREASURER | 1.00 | 40.00 | X | X | 0 | 340196 | 30211 | |
| MONIQUE AYOTTE-HOELTZEL TREASURER | ||||||||
| TERM ENDED JAN. 2012 | 1.00 | 40.00 | X | X | 0 | 11658 | 1400 | |
| TRACY-ELIZABETH CLAY | ||||||||
| SECRETARY | 1.00 | 40.00 | X | X | 0 | 183902 | 13137 | |
| EMMA BLOOMBERG | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL BUMAN | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | X | X | 224562 | 0 | 21604 | ||
| ARTHUR ROCK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BEKI BAHAR-ENGLER | ||||||||
| VP STRATEGY & OPERATIONS | 45.00 | 130814 | 0 | 22175 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 355376 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 535756 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 88527 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CLOUD FOR GOOD LLC | |||||
| 516 TENNESSEE SUITE 226-7 | MEMPHIS | TN | 38103 | IT CONSULTING | 151866 |
| CLIFTON CONSULTING LLC | |||||
| 1531 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | CONSULTING | 111000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 2035800 | RelatedOrganizations |
| All Other Contributions | 1814256 | AllOtherContributions |
| Total Contributions | 3850056 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3850056 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Program Services | 24000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246166 | Total |
| Program Services | 172316 | ProgramServices |
| Management And General | 36925 | ManagementAndGeneral |
| Fundraising | 36925 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2033738 | Total |
| Program Services | 1867554 | ProgramServices |
| Management And General | 160943 | ManagementAndGeneral |
| Fundraising | 5241 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24565 | Total |
| Program Services | 23549 | ProgramServices |
| Management And General | 1016 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111151 | Total |
| Program Services | 107779 | ProgramServices |
| Management And General | 3372 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136647 | Total |
| Program Services | 128080 | ProgramServices |
| Management And General | 7139 | ManagementAndGeneral |
| Fundraising | 1428 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58133 | Total |
| Program Services | 40692 | ProgramServices |
| Management And General | 14534 | ManagementAndGeneral |
| Fundraising | 2907 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5028 | Total |
| Program Services | 3520 | ProgramServices |
| Management And General | 1257 | ManagementAndGeneral |
| Fundraising | 251 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425924 | Total |
| Program Services | 366680 | ProgramServices |
| Management And General | 49370 | ManagementAndGeneral |
| Fundraising | 9874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11096 | Total |
| Program Services | 10407 | ProgramServices |
| Management And General | 574 | ManagementAndGeneral |
| Fundraising | 115 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342898 | Total |
| Program Services | 264912 | ProgramServices |
| Management And General | 64989 | ManagementAndGeneral |
| Fundraising | 12997 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146518 | Total |
| Program Services | 103031 | ProgramServices |
| Management And General | 36239 | ManagementAndGeneral |
| Fundraising | 7248 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23801 | Total |
| Program Services | 16661 | ProgramServices |
| Management And General | 5950 | ManagementAndGeneral |
| Fundraising | 1190 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428923 | Total |
| Program Services | 393311 | ProgramServices |
| Management And General | 29677 | ManagementAndGeneral |
| Fundraising | 5935 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14670 | Total |
| Program Services | 10269 | ProgramServices |
| Management And General | 3667 | ManagementAndGeneral |
| Fundraising | 734 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4206 | Total |
| Program Services | 2944 | ProgramServices |
| Management And General | 1052 | ManagementAndGeneral |
| Fundraising | 210 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Total | 8815 | Total |
| Program Services | 6231 | ProgramServices |
| Management And General | 2153 | ManagementAndGeneral |
| Fundraising | 431 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4046279 | Total |
| Program Services | 3541936 | ProgramServices |
| Management And General | 418857 | ManagementAndGeneral |
| Fundraising | 85486 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231201 | BOY |
| EOY | 887177 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181066 | BOY |
| EOY | 127697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14670 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33000 | BOY |
| EOY | 18330 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15308 | BOY |
| EOY | 15308 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460575 | BOY |
| EOY | 1048512 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163991 | BOY |
| EOY | 287243 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 627696 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50017 | BOY |
| EOY | 83229 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214008 | BOY |
| EOY | 998168 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246567 | BOY |
| EOY | 50344 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246567 | BOY |
| EOY | 50344 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460575 | BOY |
| EOY | 1048512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -196223 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 34734 | PoliticalExpenditures |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | LEE DEVELOPS THE LEADERSHIP OF ITS MEMBERS SO THAT THEY CAN PURSUE CAREERS IN POLICY, ADVOCACY, ORGANIZING AND ELECTED LEADERSHIP, INCLUDING ELECTED OFFICE. IN SOME STATES, LEE PROVIDES COACHING TO CANDIDATES FOR OFFICE WHO ARE LEE MEMBERS. | Explanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33000 | OtherCostOrOtherBasis |
| Depreciation | 14670 | Depreciation |
| Book Value | 18330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18330 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO TEACH FOR AMERICA | Description |
| Amount | $83,229 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 83229 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 319400413 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 317586157 | OtherRevenues |
| Revenue Not Rptd F990 | 317586157 | RevenueNotRptdF990 |
| Revenue Subtotal | 1814256 | RevenueSubtotal |
| Other Revenues Not Included | 2035800 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2035800 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3850056 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 252557802 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 250547323 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 250547323 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2010479 | ExpensesSubtotal |
| Other Expenses Not Included | 2035800 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2035800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4046279 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | LEE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE STANDARD ALSO PROVIDES GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES. ADOPTION OF THIS STANDARD, HAD NO MATERIAL IMPACT ON THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE TAX YEARS ENDED 2009, 2010, 2011 AND 2012 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. LEE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; IDENTIFY AND REPORT UNRELATED INCOME; DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE ATTRIBUTABLE TO RELATED PARTY 317,586,157. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 2,035,800. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ATTRIBUTABLE TO RELATED PARTY 250,547,323. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 2,035,800. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STIPENDS | TypeOfGrant |
| Number Of Recipients | 12 | NumberOfRecipients |
| Amount Of Cash Grant | 24000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES APPLICANTS TO COMPLETE AN APPLICATION FOR THE SCHOLARSHIPS. THE DISTRIBUTION OF THE FUNDS ARE MONITORED BY THE ACCOUNTING DEPARTMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW KRAMER | ||||||||||||||
| TREASURER | 0 | 340196 | 0 | 0 | 0 | 0 | 0 | 16496 | 0 | 13715 | 0 | 370407 | 0 | 0 |
| TRACY-ELIZABETH CLAY | ||||||||||||||
| SECRETARY | 0 | 183902 | 0 | 0 | 0 | 0 | 0 | 8230 | 0 | 4907 | 0 | 197039 | 0 | 0 |
| MICHAEL BUMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | 224562 | 0 | 0 | 0 | 0 | 0 | 6590 | 0 | 15014 | 0 | 246166 | 0 | 0 | 0 |
| BEKI BAHAR-ENGLER | ||||||||||||||
| VP STRATEGY & OPERATIONS | 130814 | 0 | 0 | 0 | 0 | 0 | 7161 | 0 | 15014 | 0 | 152989 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS IN 2012. THE FOLLOWING CHANGES WERE MADE: - THE DESCRIPTION IN THE BYLAWS STATING THAT THE ORGANIZATION IS A SECTION 527 ORGANIZATION WAS REMOVED. - THE DESCRIPTION STATING THAT THE ORGANIZATION CAN ENDORSE CANDIDATES FOR PUBLIC OFFICE WAS REMOVED. - TWO OR MORE OFFICES MAY NOW BE HELD BY THE SAME PERSON, EXCEPT FOR THE OFFICE OF THE TREASURER AND PRESIDENT. - TEACH FOR AMERICA, ACTING THROUGH ITS PRESIDENT OR OTHER DULY AUTHORIZED REPRESENTATIVE SHALL BE THE VOTING MEMBER OF THE CORPORATION. THE VOTING MEMBER(S), BY UNANIMOUS VOTE, MAY FROM TIME TO TIME ADMIT OTHER VOTING MEMBER(S) TO THE CORPORATION. THE VOTING MEMBER(S) SHALL BE SOLE CLASS OF VOTING MEMBER(S) OF THE CORPORATION. - THE MEMBERS SHALL HOLD AT LEAST ONE REGULAR MEETING ANNUALLY. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS ARE DIVIDED INTO TWO CLASSES: 1. CLASS ONE MEMBERS SHALL BE THE PRESIDENT OF TEACH FOR AMERICA AND SUCH OTHER PERSONS DULY ADMITTED TO THIS MEMBERSHIP CLASS BY A MAJORITY VOTE OF THE CLASS ONE MEMBERS. 2. ALUMNI MEMBERS SHALL BE TEACH FOR AMERICA CORPS MEMBER ALUMNI WHO REQUEST TO BECOME MEMBERS AND ARE DULY ADMITTED AS ALUMNI MEMBERS BY AN AFFIRMATIVE VOTE OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | VOTING MEMBERS MAY ELECT OTHER VOTING MEMBERS AND PARTICIPATE IN THE DEVELOPMENT OF THE POLICY OF THE ORGANIZATION IN A MANNER SPECIFIED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE CURRENTLY NO COMMITTEES IN PLACE THAT HAVE THE ABILITY TO ACT ON BEHALF OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE COMPLETED FORM 990 WAS EMAILED TO THE BOARD OF DIRECTORS FOR COMMENT AND REVIEW PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION OPERATES UNDER THE CONFLICT OF INTEREST POLICY OF ITS AFFILIATED ORGANIZATION, TEACH FOR AMERICA. ALL INDIVIDUALS SERVING IN THE CAPACITY AS BOARD MEMBER, OFFICER, OR EMPLOYEE ARE REQUIRED TO ADHERE TO THE CONFLICT OF INTEREST POLICY AND COMPLETE AN ANNUAL QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS WITH THE ORGANIZATION. TO THE EXTENT ANY SUCH CONFLICTS EXIST, THE BOARD OF DIRECTORS IS TASKED WITH INVESTIGATING AND RESOLVING THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING AUGUST-OCTOBER 2012, LEE REVIEWED PERFORMANCE OF ALL ITS STAFF AS WELL AS ITS TOP MANAGEMENT OFFICIALS WHO HAD BEEN IN THEIR POSITION FOR AT LEAST 90 DAYS AS OF JUNE 30TH. TWO KEY ELEMENTS OF THE STAFF PERFORMANCE REVIEW WAS GOALS AND ROLE COMPETENCIES IDENTIFIED FOR THAT ROLE AT THE CREATION OF THAT ROLE OR AT THE BEGINNING OF THE YEAR. THE 360 PERFORMANCE REVIEWS INCLUDED FEEDBACK FROM PEERS, MANAGERS, DIRECT REPORTS AND PARTNERS AS APPROPRIATE. LEE'S ANNUAL COMPENSATION REVIEW TOOK PLACE IN OCTOBER AND NOVEMBER 2012. IN OCTOBER 2012, LEE ESTABLISHED A RANGE OF COMPENSATION INCREASES BASED ON PERFORMANCE RATINGS (E.G. HIGHER PERFORMERS RECEIVED THE HIGHER RANGE OF COMPENSATION.) FINALLY, THE LEE HUMAN ASSETS TEAM AND THE EXECUTIVE DIRECTOR THEN REVIEWED EACH STAFF PERFORMANCE RATING, ASSESSED INTERNAL EQUITY AND AGREED ON THAT INDIVIDUAL'S 2013 COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. | |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 366,680. MANAGEMENT AND GENERAL EXPENSES 49,370. FUNDRAISING EXPENSES 9,874. TOTAL EXPENSES 425,924. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEACH FOR AMERICA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 WEST 36TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133541913 | EIN |
| Primary Activities | BUILD THE MOVEMENT TO END EDUCATIONAL INEQUALITY | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |