2013-05-14T17:23:24-05:00 2012-06-30 Mitchell & Titus LLP 1818 Market Street Suite 2900 Philadelphia PA 191033652 990 2011-07-01 222567982 Philadelphia Education Fund % NIKELE D JONES PHIL 2156651400 1709 Benjamin Franklin Parkway Philadelphia PA 19103 DARREN SPIELMAN 2013-05-14 true Frederick E Davis Jr 2155617300 2011 2016-02-24 21:20:13Z Darren A Spielman 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 8820389 false X www.PHILAEDFUND.ORG X 1984 PA The mission of the Philadelphia Education Fund, (the Ed Fund), is to improve the quality of public education in Philadelphia and the region so that youth are prepared for college and careers. 21 21 100 0 0 4048885 4342121 1656348 1473621 -921666 281346 22667 11000 4806234 6108088 1145994 1071053 0 0 3781547 3244493 0 0 126453 2048161 1876859 6975702 6192405 -2169468 -84317 9933978 8944982 513637 495005 9420341 8449977 X THE MISSION OF THE PHILADELPHIA EDUCATION FUND (THE ED FUND), AN INDEPENDENT NON-PROFIT ORGANIZATION, IS TO IMPROVE THE QUALITY OF PUBLIC EDUCATION IN PHILADELPHIA AND THE REGION, SO THAT YOUTH ARE PREPARED FOR COLLEGE AND CAREERS. SINCE 1985, THE ED FUND, WHICH RANKS AS ONE OF THE PREMIER ORGANIZATIONS AMONG THE MORE THAN 75 LOCAL EDUCATION FUNDS COMPRISING THE PUBLIC EDUCATION NETWORK, HAS PARTNERED WITH SCHOOLS, SCHOOL DISTRICTS, UNIVERSITIES, BUSINESSES, AND NON-PROFIT ORGANIZATIONS TO DEVELOP SCHOOL AND COMMUNITY-BASED PROGRAMS AND POLICIES AIMED AT PROVIDING CHILDREN IN THE PHILADELPHIA REGION ACCESS TO THE BEST POSSIBLE EDUCATION OPPORTUNITIES. THREE PRIMARY GOALS GUIDE THE WORK OF THE PHILADELPHIA EDUCATION FUND: * INCREASE THE NUMBER OF PUBLIC SECONDARY SCHOOLS (GRADES 6 12) THAT ARE HIGH PERFORMING; * INCREASE THE NUMBER OF PUBLIC SCHOOL STUDENTS WHO ACCESS POSTSECONDARY EDUCATION AND PERSIST TO COMPLETION; * POSITION THE PHILADELPHIA REGION AS CENTRAL TO STATE AND NATIONAL D false false 2965228 144829 1044588 The Philadelphia Education Fund has a long and distinguished history of preparing new teachers for public schools and working with teachers to improve the quality of teaching and learning in public schools. The Ed Fund also works in partnership with schools and school districts to provide technical assistance on issues of teaching and learning, including whole-school reform. The Ed Fund's Teaching and Learning Programs include: * Philadelphia Teacher Residency recruits STEM [science, technology, engineering, and math] professionals and trains them to become new math and science teachers in the School District of Philadelphia. * Diplomas Now, which is being replicated nationally, is a dropout prevention program that utilizes the Ed Funds Early Warning Indicators research to keep middle grades students on track to high school graduation and beyond. * ArtsRising, a strategic partnership with Fleisher Art Memorial and Public Citizens for Children and Youth, ensures equitable access to high-quality arts education experiences for students. * Philadelphia Postsecondary Success Program is a collaborative project to increase the number of low-income and first-generation public high school students who enroll and succeed in postsecondary education. PPSP works in partnership to develop a model college access and success system. Key work includes coordinating and aligning services that support college preparation, contributing to school-wide college readiness cultures, and involving student and parents in planning for college beginning in the ninth grade. * The Philadelphia Math + Science Coalition, a thriving partnership of 50 businesses, universities, the School District, the Philadelphia Federation of Teachers, and other non-profits which has held hundreds of working group meetings and contributed thousands of hours of in-kind service during the past three years in order to bring resources and expertise to improve locally what is a national crisis the quality of math and science instruction in public schools. 2153108 926224 406825 The goal of the Ed Fund's Direct Services programs is to bring the dream of a college education within reach of public school graduates by providing information and guidance about the steps students need to take to prepare for college and by helping students secure the necessary funds to attend college. Working in partnership with the School District of Philadelphia, Charter Schools, higher education, community groups, and businesses, these programs enhance the school curriculum by providing college advisory services and preparatory workshops, standardized test preparation, academic enrichment programs, and other "hands-on" assistance to thousands of city students. The Ed Fund's Direct Services to Students includes: * College Access Program supports over 10,000 students and adults annually by providing guidance and resources that make college an achievable goal. * Philadelphia Scholars Program awards "Last Dollar" scholarships for College Access participants in good standing at accredited colleges and universities across the country. Since 1990, the Philadelphia Scholars Program has awarded nearly $9 million in "Last Dollar" scholarships to more than 1800 College Access students for up to six years, at accredited colleges and universities across the country. In the last year, the Program supported nearly 300 students with $1 million in college scholarships. * Student Success Centers, a partnership between the Ed Fund's College Access Program and the School District of Philadelphia, assists students by creating a deep and sustainable college-going culture within local neighborhood high schools. * A strategic partnership with Graduate! Philadelphia, which provides college-going services to adults who have started, but have not finished, college. 249983 15008 At the heart of the Ed Funds Civic Engagement work is the belief that with consolidated resources, committed leadership, and a community-wide focus on results, more families will realize the dream of seeing their children receive a rigorous secondary education that prepares them for college and careers. Towards that end, the Ed Fund enables partners students, school staff and administration, community-based organizations, businesses, and higher-education faculty and administrators to improve education for all students by leveraging new resources, information and expertise. The Ed Funds Civic Engagement activities include: * Community Partnership for Neighborhood Reform encourages parents and community members to take action in the school reform process and seek improvements in their neighborhood high schools. * Advocating with other statewide organizations for equitable and adequate school funding. * The Education First Compact, a well-organized, engaged and highly interactive group, which provides a focused and forceful forum for discussion and advocacy in regard to issues that are timely and critical to the academic well-being of Philadelphia public school students, leading to emergence of a public voice that has contributed to modification of teachers contracts, site-based teacher selection and support for the small high schools movement. 22598 7200 5390917 true true false false false false false false false false true false false true true false true false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false true 156 0 true 100 true false false false false false true true false false false false X 21 21 false false false false false false false true true false false true true true true true false true true false PA X NIKELE D JONES 2156651400 1709 BENJAMIN FRANKLIN PKWYSTE 700 PHILADELPHIA PA 19103 DIANE MELLEY 1.0 X X 0 0 0 DAVID BAKER 1.0 X X 0 0 0 JUDITH GAY 1.0 X 0 0 0 DONALD HASKINS 1.0 X 0 0 0 PATRICIA COULTER 1.0 X 0 0 0 HELEN CUNNINGHAM 1.0 X 0 0 0 ERIC L FLICKER 1.0 X 0 0 0 LYNNE Z GOLD-BIKIN ESQ 1.0 X 0 0 0 SOPHIA LEE 1.0 X 0 0 0 JERRY JORDAN 1.0 X 0 0 0 KAREN KASKEY 1.0 X 0 0 0 SHERRI KYLE-JONES 1.0 X 0 0 0 KENNETH LAWRENCE JR 1.0 X 0 0 0 WILLIAM MARRAZZO 1.0 X 0 0 0 LUCY KERMAN 1.0 X 0 0 0 SIOBHAN REARDON 1.0 X 0 0 0 JOANN MITCHELL 1.0 X 0 0 0 DEBORAH O'BRIEN 1.0 X 0 0 0 MARK SILOW 1.0 X 0 0 0 KIRBY SMITH 1.0 X 0 0 0 LAURIE THIBODEAU 1.0 X 0 0 0 DARREN SPIELMAN 35.0 X 49022 0 530 NIKELE D JONES 35.0 X 93678 0 5274 CAROL FIXMAN 35.0 X 30507 0 1992 173207 0 7796 0 false false false COMMUNITIES IN SCHOOLS 2000 Hamilton Street Suite 201 PHILADELPHIA PA 19130 Program Services 254966 BLUE STATE DIGITAL INC 406 7th Street NW 3rd Floor WASHINGTON DC 20004 Web Consuliting 130341 2 65864 975197 3301060 4342121 CONTRACT REVENUE 611710 1346039 1346039 MISCELLANEOUS PROGRAM SERVICE REVENUE 900099 127582 127582 1473621 237909 237909 0 0 2711851 2668414 43437 43437 43437 54887 65864 43887 11000 11000 0 0 0 6108088 1473621 292346 0 1071053 1071053 0 0 240558 109946 114707 15905 0 2350877 2092406 177105 81366 62878 57560 2508 2810 334431 306148 13339 14944 255749 234121 10200 11428 0 1354 1354 46545 46545 0 0 0 1068278 1034388 33890 24827 24263 564 148728 91019 57709 1800 1800 0 232887 98281 134606 87063 73282 13781 0 70225 68559 1666 0 0 11326 11326 46037 9909 36128 HONORARIA AND STIPENDS 12453 12453 0 0 PROGRAM MATERIALS 86110 85734 376 0 DUES AND SUBSCRIPTIONS 26104 17936 8168 0 OTHER EXPENSES 13122 3859 9263 0 6192405 5390917 675035 126453 199203 3358 122282 256657 0 250000 799681 898744 0 0 0 0 0 0 0 0 53709 56514 512585 496181 27730 16404 7740786 6213466 0 0 0 0 0 0 990587 1249839 9933978 8944982 215443 340986 0 0 76515 84411 0 0 0 0 0 0 0 0 0 0 221679 69608 513637 495005 X 1290906 1293511 8129435 7156466 0 0 9420341 8449977 9933978 8944982 X -84317 -886047 X false true true X true true X 2978909 4027930 3594456 4048885 4342121 18992301 2978909 4027930 3594456 4048885 4342121 18992301 3258095 15734206 556056 299791 219408 197153 237909 1510317 20502618 18846397 0.76742 0.73213 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75881 75881 284165 267761 16404 152539 152539 0 16404 OTHERS 69609 RESTRICTED CASH EQUIVALENTS 1169708 OTHER ASSETS 10522 1249839 0 DUE TO THIRD PARTY 69608 69608 6108088 6192405 -84317 -886047 -886047 -970364 5359808 -886047 93880 43887 -748280 6108088 6108088 6330172 93880 43887 137767 6192405 6192405 Form 990, Schedule D, Part XII, Line 2D and Part XIII, Line 2d Special event direct expenses $43,887. Eddys 120751 65864 54887 6500 14506 22881 0 120751 65864 54887 6500 14506 22881 43887 11000 true GRANTS AND SCHOLARSHIPS 287 942500 N/A N/A AmeriCorps members - living stipends 14 128553 n/a n/a Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants The Philadelphia Scholars program provides Last Dollar Scholarships to graduates of 21 public and charter high schools across Philadelphia. Since the program started in 1990, we have given out over $10 million to more than 1,900 students! We provide our Scholars with mentorship opportunities, workshops with a college success and career prep focus, and ongoing support. We also work with the College Access Program, which helps students get prepared for college by holding workshops, helping students apply for financial aid, giving essay writing advice, and more. We have College Access Coordinators at five high schools and at our public College Access and Success Center. The Last Dollar Scholarship is a need-based "gap-filling" award. It is awarded when a family's expected family contribution (EFC) and financial aid package total are less than the cost of attendance; resulting in unmet financial need. Through the Philadelphia Education Fund, the Philadelphia Scholars Program administers Last Dollar Scholarships to high school graduates of our College Access Program and partner high schools who have a documented unmet need between $200 and $4,000 during an academic year. Graduating high school seniors who actively participate in The Philadelphia Education Fund College Access Program within one of the five College Access Program schools are eligible to apply. Also graduating high school seniors at partner schools are able to apply and receive information from their guidance counselor and may be eligible to receive scholarship money contingent on available funding. Students apply for grants through the online application process. Completed applications, along with required documentation are reviewed by Ed Fund Personnel. Scholarships are determined by subtracting the Expected Family Contribution (EFC) and Financial Aid package from your colleges total Cost of Attendance. Annual award amounts will range from $200 to $4,000 depending on need. Students can only receive Last Dollar Scholarships if they have unmet financial need, which the Philadelphia Scholars determines by using the above formula. If a student does not demonstrate unmet need, then he/she will be ineligible for the Last Dollar Scholarship. Scholarships are renewal for up to six years. Students must reapply each year and met certain requirements: 1) Students must have a documented unmet need that is within $200 - $4,000; 2) Students must be enrolled full-time (12 or more credits per semester) pursuing an Associate's or Bachelor's degree from an accredited institution; and, 3) Students are required to participate in ten (10) hours of community service each academic year that they reapply for the scholarship. Requests for scholarship disbursements are sent to the Finance Department along with all supporting documentation for review and approval. Disbursements for the school year are made twice a year, in the fall and spring semesters. Each scholarship disbursement is in the college and students name and requires dual endorsements. In addition, each scholarship check is sent along with a letter requesting the Financial Aid Office confirm that the student is enrolled at the College or University as a full time student. If the student is enrolled less than full time or transferred, the Financial Aid Office is requested to indicate the students status on the letter and return the check. AmeriCorps members living stipends Schedule I, Part III, Line 2 Philadelphia Teacher Residency is in partnership with the University of Pennsylvania, Graduate School of Education (PennGSE). PTR is also proud to be an AmeriCorps program. AmeriCorps is a network of programs that facilitate over 80,000 Americans in serving critical needs of communities across the nation. Philadelphia Teacher Residency AmeriCorps members serve by teaching math or science in high need public schools in Philadelphia either as a teacher or as a resident (teacher in training). Residents can be either full-time or part-time members. Full time members serve at least 1700 hours and part-time members serve at least 900 hours. To support their year-long service, full-time and part-time members receive a living stipend of $13,000 or $6,500 respectively. This is taxable income and is paid on a monthly basis between October and June in nine equal installments through the Ed Fund's payroll system. The Ed Fund pays FICA and other applicable taxes. AmeriCorp members are paid once a month on the 15th following the month of service. Timesheets are completed by each member and reviewed and approved by both the Mentors and the Program Director. The signed AmeriCorp timesheet is forward to the Finance department for payroll processing. Form 990, Part III, Line 4d The Ed Fund conducts research studies that help school districts, organizations, and the community guide urban children to academic success. For instance, the Ed Funds study with John Hopkins University The Early Warning Indicators Study, which has identified four dropout risk factors as early as sixth grade, is cited regularly and is being put into practice at local, regional, and national levels. Other Ed Fund research studies include: * The Pregnant and Parenting Teen Study, conducted in partnership with researchers from the University of Pennsylvania and the University of Delaware, identifies the need for practices and policies that emphasize not only dropout prevention and recovery efforts, but also services that address pregnancy, parenting, and dropouts all together. * The Math Course-taking Study, conducted in partnership with the University of Delaware and the Philadelphia Math + Science Coalition, examines math course-taking and achievement trends across the School District of Philadelphia and documents the importance of developing solid math foundations in classrooms. Form 990, Part VI, Line 11a A COPY OF THE FORM 990 AND REQUIRED SCHEDULES ARE DISTRIBUTED ELECTRONICALLY TO EACH VOTING BOARD MEMBER THROUGH EMAIL PRIOR TO FILING. EACH MEMBER IS ASKED TO REVIEW THE FORM 990 AND PROVIDE COMMENTS, QUESTIONS AND CONCERNS BY A SPECIFICED DATE. ALL BOARD MEMBER RESPONSES RECEIVED BY THE DUE DATE ARE ADDRESSED. ONCE THE DUE DATE FOR RESPONDING HAS PASSED AND ALL REQUIRED CHANGES ARE MADE, THE FORM 990 IS CONSIDERED FINAL AND FILED WITH THE IRS. Form 990, Part VI, Line 12c THE ED FUND REQUIRES ALL BOARD MEMBERS AND EMPLOYEES COMPLETE THE CONFLICT OF INTEREST FORM EVERY YEAR. ANY CONFLICTS DISCLOSED ARE REVEIWED BY THE ED FUNDS EXECUTIVE COMMITTEE. Form 990, Part VI, Line 15a and b THE ED FUND'S EXECUTIVE DIRECTOR COMPENSATION WAS DETERMINED BASED ON A COLLABORATIVE EFFORT BETWEEN THE SEARCH COMMITTEE CONSISTING OF THE ED FUND'S EXECUTIVE COMMITTEE, PROGRAM DIRECTOR AND AN OUTSIDE STAKEHOLDER; AN OUTSIDE EXECUTIVE RECRUITING AGENCY AND THE ED FUND'S DIRECTOR OF FINANCE AND ADMINISTRATION. THE SEARCH COMMITTEE REVIEWS THE COMPENSATION OF THE PRECEDING EXECUTIVE DIRECTOR, THE COMPENSATION OF OTHER EXECUTIVE DIRECTORS AT NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND BUDGET IN THE REGION AND DETERMINES A COMPENSATION RANGE. THE RANGE IS VIEWED IN CONJUNCTION WITH THE ORGANIZATION'S CURRENT AND PROSPECTIVE BUDGETS AND THE POTENTIAL CANDIDATE'S SALARY REQUEST. THE INITIAL OFFER IS APPROVED BY THE SEARCH COMMITTEE WITH THE FINAL ACCEPTANCE APPROVED BY THE BOARD CHAIR. ANY SUBSEQUENT INCREASES AND DECREASES IN THE BASE COMPENSATION OR BONUSES GIVEN ARE APPROVED BY THE EXECUTIVE COMMITTEE. THIS PROCESS WAS LAST USED IN APRIL 2012 WITH THE HIRING OF OUR NEW EXECUTIVE DIRECTOR. KEY EMPLOYEE'S SALARY IS DETERMINED BY LOOKING AT THE COMPENSATION INCLUDED IN THE BUDGET FOR THAT POSITION AND THE PROSPECTIVE EMPLOYEE'S COMPENSATION REQUEST. ALL COMPENSATION FOR NEW EMPLOYEES IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND/OR BOARD TREASURER AND FINANCE DIRECTOR. Form 990, Part VI, Line 19 THE ED FUND MAKES CONCERN GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST. Form 990, Part XI, Line 5 Other changes in net assets or fund balances - unrealized gains on investment $(886,047).