2013-11-21T18:07:17-06:00 2012-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2012-01-01 943281780 NEW SCHOOLS FUND NEWS 4156156860 1970 BROADWAY NO 350 OAKLAND CA 94612 GLORIA LEE 4156156860 2013-11-21 1 MAGA E KISRIEV P01008919 4157810793 2012 2016-03-07 17:11:31Z THEODORE R MITCHELL 1970 BROADWAY NO 350 OAKLAND CA 94612 24978431 0 X WWW.NEWSCHOOLS.ORG X 1998 CA NEW SCHOOLS FUND'S MISSION IS TO IMPROVE PUBLIC EDUCATION. 10 9 0 33 0 0 3943560 24124201 7873 583288 625590 106831 500 66170 4577523 24880490 7047611 19197208 0 0 1805451 4963509 685 0 1087014 3468916 4509070 12322663 28669787 -7745140 -3789297 47209533 41798031 4219182 2639757 42990351 39158274 TO IMPROVE PUBLIC EDUCATION BY IDENTIFYING AND SUPPORTING THE MOST PROMISING EDUCATION VENTURES IN THE COUNTRY, AND CREATING A NATIONWIDE NETWORK OF EDUCATION ENTREPRENEURS COMMITTED TO CLOSING THE ACHIEVEMENT GAP. 0 0 23475040 19197208 46328 VENTURE BUILDING: CONDUCTED DUE DILIGENCE ON ORGANIZATIONS RECEIVING GRANT FUNDING AND NUMEROUS OTHER POTENTIAL GRANTS. STAFF ATTENDED BOARD MEETINGS OF EMERGING EDUCATIONAL INSTITUTIONS AND PROVIDED THEM WITH STRATEGIC SUPPORT. 3100504 536960 FIELD BUILDING: HOSTED SUMMIT, A CONFERENCE AND MEETINGS FOR LEADERS IN EDUCATION ENTREPRENEURSHIP. THIS CONFERENCE SUPPORTED THE BUILDING OF NETWORKS AMONG EDUCATION ENTREPRENEURS AND ADDRESSED THEIR RESOURCE NEEDS. LEADERS IN THE FIELD CONVENED FROM ACROSS THE COUNTRY TO DISCUSS THE CHALLENGES FACED BY ALL AND THE WAYS TO WORK TOGETHER. CONDUCTED WORK TO INFORM POLICYMAKERS OF DEVELOPMENTS IN EDUCATION ENTREPRENEURSHIP AND ITS POTENTIAL CONTRIBUTION TO EDUCATION REFORM. PRODUCED PUBLICATIONS FOR BROAD DISSEMINATION ON SPECIFIC TOPICS IN EDUCATION ENTREPRENEURSHIP. WORKED TO EVALUATE EFFECTIVENESS OF CHARTER MANAGEMENT ORGANIZATIONS ACROSS THE NATION. 26575544 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 37 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA MA X X SANDRA BECKER 4156156860 1970 BROADWAY NO 350 OAKLAND CA 94612 X BROOK BYERS 1.00 1.00 X 0 0 0 L JOHN DOERR III 1.00 1.00 X 0 0 0 LAURENE POWELL 1.00 1.00 X 0 0 0 JOANNA REES 1.00 1.00 X 0 0 0 KIM SMITH 1.00 1.00 X 0 0 0 DAVE GOLDBERG 1.00 1.00 X 0 0 0 DAVE WHORTON 1.00 1.00 X 0 0 0 CHRISTOPHER GABRIELI 1.00 1.00 X 0 0 0 JON SACKLER 1.00 1.00 X 0 0 0 THEODORE R MITCHELL 40.00 1.00 X X 381600 0 18146 GLORIA LEE 40.00 0.00 X 228999 0 22791 JAMES PEYSER 40.00 0.00 X 229273 0 32022 DEBORAH MINTZ 40.00 0.00 X 166736 0 8278 DEBORAH MCGRIFF 40.00 0.00 X 245852 0 18583 JONATHAN SCHORR 40.00 0.00 X 209516 0 15628 JULIE MIKUTA 40.00 0.00 X 208141 0 19752 MELISSA KIM 40.00 0.00 X 171560 0 16434 JORDAN MERANUS 40.00 0.00 X 167232 0 21415 2008909 0 173049 13 0 1 0 CHERRY PRODUCTIONS 1140 GREEN STREET SAN FRANCISCO CA 94109 VIDEO PROD & PROJECT MGMT 295435 ED-VOLUTION 1425 CORCORAN ST NW 2 WASHINGTON DC 20009 PROJECT CONSULTING 250193 APPLETREE INSTITUTE FOR EDUCATION INNOVA 415 MICHIGAN AVE 300 WASHINGTON DC 20017 PROVIDE EVERY CHILD READY MATERIALS 231536 TEACHERS SUPPORT NETWORK 211 NASSAU STREET PRINCETON NJ 08542 SUPPORT FOR NEWARK PUBLIC SCHOOLS 222805 THE ACHIEVEMENT NETWORK 225 FRIEND STREET SUITE 704 BOSTON MA 02114 ANET PROGRAM, PLANNING COORDINATION & ME 165573 7 24124201 5576901 24124201 PROGRAM SERVICE FEES 900099 536960 536960 INTEREST ON PRI 900099 46328 46328 583288 106831 106831 97941 97941 0 OTHER REVENUE 900099 66170 66170 66170 24880490 583288 0 173001 19197208 19197208 2621789 1954809 252686 414294 1510584 1159438 145980 205166 110177 87403 10234 12540 440908 321798 53736 65374 280051 210201 30177 39673 52090 2350 49740 152586 152586 2361873 2249070 75411 37392 118713 85290 16019 17404 294097 215858 29836 48403 194119 151834 19311 22974 466854 253968 138708 74178 30316 15701 11281 3334 63637 46374 6760 10503 10289 7560 1068 1661 EVENTS 746367 612319 134048 RECRUITING AND RELOCATI 12651 4000 8651 BAD DEBTS 5000 5000 BANK CHARGES 478 363 45 70 28669787 26575544 1007229 1087014 31947 9219 1914532 533570 3626534 4822338 793948 73250 772015 663780 124019 108235 34289129 27967539 6378590 8231668 50834 52212 47209533 41798031 532327 852695 3684380 1787062 2475 0 4219182 2639757 X 9885318 21353102 33105033 17805172 42990351 39158274 47209533 41798031 -3789297 -42780 0 X 0 0 1 0 X 20098842 23081820 23133638 3943560 24124201 94382061 20098842 23081820 23133638 3943560 24124201 94382061 45495436 48886625 420150 110449 77966 46739 204772 860076 6512 874 500 66170 74056 95316193 1170349 0.51290 0.33290 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION CHANGED ITS FISCAL YEAR END FROM AUGUST 31 TO DECEMBER 31 DURING 2011, MAKING ITS 2011 TAX YEAR A SHORT PERIOD OF FOUR MONTHS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 46955 46955 28719158 28766113 1000000 250000 0 0 1000000 1000000 766099 1000000 3766099 5649149 145905 60094 73500 46955 326454 250000 250000 191525 250000 941525 1412288 10993 10993 0 761022 652787 108235 108235 FEDERAL HOME LOAN BANK OBLIGATIONS 27967539 F 27967539 PROGRAM RELATED INVESTMENTS 8231668 F 8231668 THE FINANCIAL AUDIT OF THE ORGANIZATION BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS IS IN PROGRESS AS OF THE DATE OF THIS FORM. 1 100 BLACK MEN OF BAY AREA COMMUNITY SCHOOLS 3400 NORTH AUSTIN AVE CHICAGO IL 606344229 364447457 501(C)(3) 100000 SCHOOLS ACHIEVEMENT FIRST 1137 HERKIMER ST BROOKLYN NY 112333109 651203744 501(C)(3) 25000 TOOLS ACHIEVEMENT PREPARATORY ACADEMY 908 WAHLER PL SE 2ND FL WASHINGTON DC 20032 208156566 501(C)(3) 117000 SCHOOLS ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS 601 S FIGUEROA ST 4TH FL LOS ANGELES CA 90017 944779029 501(C)(3) 25000 SCHOOLS ASPIRE PUBLIC SCHOOLS 1001 22ND AVE STE 100 OAKLAND CA 946065232 943311088 501(C)(3) 25000 SCHOOLS BELLWETHER EDUCATION PARTNERS 37 ROYALSTON RD WELLESLEY HILLS MA 024811220 261914515 501(C)(3) 549000 HUMAN CAPITAL BEYOND12 71 STEVENSON ST STE 400 SAN FRANCISCO CA 941050908 271275246 501(C)(3) 20640 TOOLS CENTER TO SUPPORT EXCELLENCE IN TEACHING STANFORD UNIVERSITY 485 LASUEN MALL MALL STANFORD CA 94305 941156365 501(C)(3) 92000 SCHOOLS CRESCENT CITY SCHOOLS 2013 GENERAL MEYER AVE NEW ORLEANS LA 70115 272811737 501(C)(3) 300000 SCHOOLS DC PREPARATORY ACADEMY 707 EDGEWOOD ST NE WASHINGTON DC 200173341 020550253 501(C)(3) 66500 SCHOOLS DC PUBLIC CHARTER SCHOOL BOARD 3333 14TH ST NW STE 210 WASHINGTON DC 20010 30000 SCHOOLS DC SCHOOL REFORM NOW 1730 MASSACHUSETTS AVE NW WASHINGTON DC 20036 262918853 501(C)(3) 25000 SCHOOLS DENVER SCHOOL OF SCIENCE AND TECHNOLOGY INC 2000 VALENTIA ST DENVER CO 802382785 841602733 501(C)(3) 420900 SCHOOLS EL HAYNES PUBLIC CHARTER SCHOOL INC 3600 GEORGIA AVE NW WASHINGTON DC 200101621 200295905 501(C)(3) 38313 SCHOOLS EDUCATION SUPERHIGHWAY 1 MONTGOMERY ST STE 2500 SAN FRANCISCO CA 94104 455240576 48500 SCHOOLS EXPLORE SCHOOLS INC 15 SNYDER AVE BROOKLYN NY 11226 263282250 501(C)(3) 370900 SCHOOLS FUTURE IS NOW SCHOOL 1515 BROADWAY ST STE 1190 NEW YORK NY 10007 271859126 501(C)(3) 150000 SCHOOLS FRIENDS OF CHOICE IN URBAN SCHOOLS 1436 U STREET NW STE 204 WASHINGTON DC 200093989 522035104 501(C)(3) 340000 SCHOOLS FRIENDSHIP PUBLIC CHARTER SCHOOL 120 Q STREET NE STE 200 WASHINGTON DC 200022100 582398964 501(C)(3) 50000 SCHOOLS GREATSCHOOLS INC 160 SPEAR ST STE 1020 SAN FRANCISCO CA 941051545 943311628 501(C)(3) 200000 TOOLS IDEA PUBLIC SCHOOLS 505 ANGELITA DR STE 9 WESLACO TX 785964694 742948339 501(C)(3) 25000 TOOLS INSPIRED TEACHING DEMONSTRATION PCS 4401 8TH STREET NE WASHINGTON DC 20017 272618506 501(C)(3) 100000 SCHOOLS LEARNING ACCELERATOR 10605 FARALLONE DR CUPERTINO CA 95014 461059054 501(C)(3) 306900 SCHOOLS KIPP MASSACHUSETTS 26 BESSOM ST LYNN MA 01902 743153091 501(C)(3) 360000 SCHOOLS KIPP DC 1003 K STREET NW STE 700 WASHINGTON DC 20001 742974642 501(C)(3) 500000 SCHOOLS KIPP FOUNDATION 135 MAIN ST STE 1700 SAN FRANCISCO CA 941051850 943362724 501(C)(3) 25000 TOOLS LEADERSHIP PUBLIC SCHOOLS 2601 MISSION ST 9TH FL SAN FRANCISCO CA 941103143 731643646 501(C)(3) 300000 TOOLS LEADING EDUCATORS INC 3416 CANAL ST NEW ORLEANS LA 70119 451447048 501(C)(3) 225000 SCHOOLS MASTERY CHARTER SCHOOLS FOUNDATION 5700 WAYNE AVE PHILADELPHIA PA 191443314 205593485 501(C)(3) 25000 SCHOOLS MATCH CHARTER SCHOOL 1001 COMMONWEALTH AVE BOSTON MA 02215 043476160 501(C)(3) 525000 SCHOOLS LEARNING GAMES NETWORK 101 ROGERS ST CAMBRIDGE MA 02142 262901936 501(C)(3) 200000 SCHOOLS MATCHBOOK LEARNING SOLUTIONS INC 4420 BURGESS HILL LN JOHNS CREEK GA 300228091 450820076 501(C)(3) 545900 SCHOOLS MUNDO VERDE BILINGUAL PCS 2001 S STREET NW WASHINGTON DC 20009 262569958 501(C)(3) 100000 SCHOOLS NEW CLASSROOM INNOVATION PARTNERS 1250 BROADWAY 30TH FL NEW YORK NY 10001 452736163 501(C)(3) 2699215 SCHOOLS NEW LEADERS FOR NEW SCHOOLS 927 15TH STREET NW STE 200 WASHINGTON DC 200052321 043519203 501(C)(3) 137500 SCHOOLS PARTNERSHIPS TO UPLIFT COMMUNITIES 1405 N SAN FERNANDO BLVD STE 303 BURBANK CA 91504 743102820 501(C)(3) 25000 SCHOOLS NEW TEACHER CENTER 725 FRONT ST STE 400 SANTA CRUZ CA 950604538 262427526 501(C)(3) 100000 HUMAN CAPITAL NOBLE NETWORK OF CHARTER SCHOOLS 1 NORTH STATE ST - 7 LOWER CHICAGO IL 60602 364241970 501(C)(3) 25000 SCHOOLS NEW PARADIGM FOR EDUCATION 1903 WILKINS DETROIT MI 48207 272059007 501(C)(3) 850000 TOOLS PHILO FINANCE CORP 10711 KIPP WAY HOUSTON TX 77099 260279655 501(C)(3) 75000 TOOLS RELAY SCHOOL FOR EDUCATION 40 W 20TH STREET 6TH FL NEW YORK NY 10011 275316628 501(C)(3) 1500000 HUMAN CAPITAL RENEW CHARTER MANAGEMENT ORGANIZATION 2128 CONSTANCE ST NEW ORLEANS LA 70130 800419622 501(C)(3) 345900 SCHOOLS ROCKETSHIP EDUCATION 550 KINGSLEY AVE PALO ALTO CA 943013224 204040597 501(C)(3) 380900 SCHOOLS RUTGERS UNIVERSITY FOUNDATION 3 RUTGERS PLAZA ASB III NEW BRUNSWICK NJ 08901 226001086 501(C)(3) 49554 TOOLS SCHOLAR ACADEMIES 900 N MARSHALL ST PHILADELPHIA PA 191231307 371582250 501(C)(3) 150000 HUMAN CAPITAL SHINING STARS MONTESSORI ACADEMY PCS 2218 CHESTER ST SE WASHINGTON DC 20020 300630733 501(C)(3) 79000 SCHOOLS TEAM CHARTER SCHOOLS 60 PARK PLACE STE 802 NEWARK NJ 07105 010660264 501(C)(3) 1250000 SCHOOLS THE NEW TEACHER PROJECT INC 186 JORALEMON ST STE 300 BROOKLYN NY 112014326 133850158 501(C)(3) 1867686 HUMAN CAPITAL TOUCHSTONE EDUCATION 896 ANDORRA RD LAFAYETTE HILL PA 19444 452690252 501(C)(3) 500000 HUMAN CAPITAL TREE OF LIFE PUBLIC CHARTER SCHOOL 2315 18TH PLACE NE WASHINGTON DC 20018 522197080 501(C)(3) 20000 HUMAN CAPITAL UNCOMMON SCHOOLS INC 826 BROADWAY NEW YORK NY 10003 311488698 501(C)(3) 1310000 SCHOOLS UNIVERSITY OF CHICAGO - SCHOOL OF SOCIAL SERVICE ADMIN 5801 S ELLIS AVE CHICAGO IL 60637 362177139 501(C)(3) 150000 SCHOOLS UNLOCKING POTENTIAL SCHOOLS 1 WESTERN AVE APT 1505 BOSTON MA 021631029 272194956 501(C)(3) 445900 SCHOOLS URBAN TEACHER CENTER INC 1414 KEY HIGHWAY STE 300 BALTIMORE MD 212305142 270989006 501(C)(3) 875000 HUMAN CAPITAL WEST DENVER PREPARATORY CHARTER SCHOOL 1825 S FEDERAL BLVD DENVER CO 80219 202562193 501(C)(3) 25000 HUMAN CAPITAL YES PREPARATORY SCHOOL INC 6201 BONHOMME RD STE 168N HOUSTON TX 770364427 760563835 501(C)(3) 75000 TOOLS 56 0 ENTREPRENEUR IN RESIDENCE - INGENUITY PREP SCHOOL 1 30000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: NEWSCHOOLS' GRANT AGREEMENTS INCLUDE SPECIFICATIONS THAT GRANTEES COMPLETE SPECIFIC MILESTONES OR SUBMIT REPORTS BY CERTAIN DATES IN ORDER TO RECEIVE FUNDS. IN SOME INSTANCES, PARTNERS WILL APPROVE DISBURSEMENT OF FUNDS IF EXTENUATING CIRCUMSTANCES IMPACT MEETING MILESTONES ON A TIMELY BASIS. NEWSCHOOLS PARTNERS FILL SEATS ON THE BOARD OF DIRECTORS OF RECIPIENT ORGANIZATIONS THAT RECEIVE SIGNIFICANT AMOUNTS OF FUNDING, ALLOWING THEM TO DIRECTLY MONITOR THE USE OF THE GRANT FUNDING THROUGH PARTICIPATION IN REGULAR BOARD MEETINGS OF THE GRANTEE ORGANIZATIONS. X X X X 0 0 0 0 0 0 0 0 0 THEODORE R MITCHELL 381600 0 0 0 0 0 10000 0 8146 0 399746 0 0 0 GLORIA LEE 172999 0 56000 0 0 0 9494 0 13297 0 251790 0 0 0 JAMES PEYSER 190906 0 38367 0 0 0 9171 0 22851 0 261295 0 0 0 DEBORAH MINTZ 139500 0 27236 0 0 0 0 0 8278 0 175014 0 0 0 DEBORAH MCGRIFF 219300 0 26552 0 0 0 9834 0 8749 0 264435 0 0 0 JONATHAN SCHORR 174484 0 35032 0 0 0 8381 0 7247 0 225144 0 0 0 JULIE MIKUTA 188853 0 19288 0 0 0 7800 0 11952 0 227893 0 0 0 MELISSA KIM 171062 0 498 0 0 0 6862 0 9572 0 187994 0 0 0 JORDAN MERANUS 129263 0 37969 0 0 0 6689 0 14726 0 188647 0 0 0 BELLWETHER EDUCATION PARTNERS OWNED BY A NSF BOARD MEMBER 549000 CASH GRANT BELLWETHER EDUCATION PARTNERS OWNED BY A NSF BOARD MEMBER 51000 NEW SCHOOLS FUND RETAINS BELLWETHER EDUCATION PARTNERS FOR CONSULTING AND FOR PROJECT MANAGEMENT. 0 X 7 5576901 FAIR MARKET VALUE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 THEODORE MITCHELL, BUSINESS RELATIONSHIP; KIMBERLY SMITH, BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE CFO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ITS OFFICERS, EMPLOYEES, AND AGENTS REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE CHARIMAN OF THE BOARD OF DIRECTORS WHO REVIEWS ANY SUCH REPORT WITH THE FULL BOARD OF DIRECTORS WHO THEN MAKE A DETERMINATION AS TO WHETHER ANY SUCH CONFLICT EXISTS. THE BOARD OF DIRECTORS DOCUMENTS ANY SUCH DETERMINATION IN THE MINUTES OF THE APPROPRIATE MEETING OF THE BOARD OF DIRECTORS AND ANY DIRECTIVE PERTAINING THERETO. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RETAINS A FIRM THAT SPECIALIZES IN HUMAN RESOURCES AND COMPENSATION MATTERS TO CONDUCT, ON ITS BEHALF, A REVIEW OF ALL OFFICER COMPENSATION AND TO COLLECT COMPARABILITY DATA TO ENSURE SUCH COMPENSATION IS SIMILAR TO THAT PROVIDED IN SIMILAR ORGANIZATIONS WHENEVER A CHANGE TO OFFICER COMPENSATION IS PROPOSED. 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 I, LINE 5 AND FORM 990, PART VII, LINE 1A: NEW SCHOOLS FUND REPORTS NO EMPLOYEES BECAUSE THE ORGANIZATION OUTSOURCES ITS PAYROLL FUNCTION TO A THIRD PARTY PAYROLL SERVICE PROVIDER AND DID NOT ISSUE ANY FORMS W-2. IF THE ORGANIZATION WERE TO ISSUE FORMS W-2, THE TOTAL NUMBER FOR 2012 WOULD HAVE BEEN 47. NEW SCHOOLS FUND SUPPORTING ORGANIZATION 1970 BROADWAY SUITE 350 OAKLAND CA 94612 311807089 TO SUPPORT THE NEW SCHOOLS FUND DE 501(C)(3) LINE 11A, I NEW SCHOOLS FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0