2013-11-15T14:11:10-06:00 2012-12-31 271728945 O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2012-01-01 208848357 LEADERSHIP FOR EDUCATIONAL EQUITY LEAD 2025522400 1413 K STREET NW 9TH FLOOR WASHINGTON DC 20005 BEKI BAHAR-ENGLER 2025522400 2013-11-15 1 GARRETT M HIGGINS P00543209 9143818900 2013-11-15 2012 2016-03-07 17:11:31Z MICHAEL BUMAN 1413 K STREET NW 9TH FLOOR WASHINGTON DC 20005 3850056 0 X WWW.EDUCATIONALEQUITY.ORG X 2007 DC 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. 5 2 57 2 0 0 1278722 3850056 0 0 0 0 0 0 1278722 3850056 0 24000 0 0 685976 2552267 0 0 85486 558146 1470012 1244122 4046279 34600 -196223 460575 1048512 214008 998168 246567 50344 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. 0 0 342628 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. 3199308 24000 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. 3541936 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 57 1 0 0 0 0 1 1 0 X 5 2 0 0 1 0 1 0 1 1 0 0 0 1 1 1 1 0 0 1 1 0 DC X MICHAEL BUMAN EXECUTIVE DIRECTOR 2025522400 1413 K STREET NW 9TH FLOOR WASHINGTON DC 20005 MATTHEW KRAMER 1.00 40.00 X X 0 340196 30211 MONIQUE AYOTTE-HOELTZEL TREASURER 1.00 40.00 X X 0 11658 1400 TRACY-ELIZABETH CLAY 1.00 40.00 X X 0 183902 13137 EMMA BLOOMBERG 1.00 X X 0 0 0 MICHAEL BUMAN 45.00 X X 224562 0 21604 ARTHUR ROCK 1.00 X 0 0 0 BEKI BAHAR-ENGLER 45.00 X 130814 0 22175 355376 535756 88527 2 0 1 0 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 2 2035800 1814256 3850056 3850056 0 0 0 X 24000 24000 246166 172316 36925 36925 2033738 1867554 160943 5241 24565 23549 1016 111151 107779 3372 136647 128080 7139 1428 58133 40692 14534 2907 5028 3520 1257 251 425924 366680 49370 9874 11096 10407 574 115 342898 264912 64989 12997 146518 103031 36239 7248 23801 16661 5950 1190 428923 393311 29677 5935 14670 10269 3667 734 4206 2944 1052 210 MISCELLANEOUS EXPENSES 8815 6231 2153 431 4046279 3541936 418857 85486 231201 887177 181066 127697 33000 14670 33000 18330 15308 15308 460575 1048512 163991 287243 627696 50017 83229 214008 998168 X 246567 50344 246567 50344 460575 1048512 -196223 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34734 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: 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. 33000 14670 18330 18330 DUE TO TEACH FOR AMERICA 83229 83229 X 319400413 317586157 317586157 1814256 2035800 2035800 3850056 252557802 250547323 250547323 2010479 2035800 2035800 4046279 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. 1 STIPENDS 12 24000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 MATTHEW KRAMER 0 340196 0 0 0 0 0 16496 0 13715 0 370407 0 0 TRACY-ELIZABETH CLAY 0 183902 0 0 0 0 0 8230 0 4907 0 197039 0 0 MICHAEL BUMAN 224562 0 0 0 0 0 6590 0 15014 0 246166 0 0 0 BEKI BAHAR-ENGLER 130814 0 0 0 0 0 7161 0 15014 0 152989 0 0 0 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. OTHER FEES 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. TEACH FOR AMERICA 315 WEST 36TH STREET NEW YORK NY 10018 133541913 BUILD THE MOVEMENT TO END EDUCATIONAL INEQUALITY NY 501(C)3 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0