2011-05-16T14:01:30-05:00 2010-12-31 PULAKOS CPAS PC 5921 JEFFERSON STREET NE ALBUQUERQUE NM 87109 990 2010-01-01 860945282 ACADEMY FOR THE LOVE OF LEARNING ACAD 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 AARON STERN 5059951860 2011-05-12 1 CARL D HARPER 5053381500 2010 2016-02-24 21:20:13Z X AARON STERN 133 SETON VILLAGE ROAD SANTA FE NM 87508 3854811 0 X WWW.ALOVEOFLEARNING.ORG X 1998 AZ SEE SCHEDULE O THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. 7 4 13 2 0 0 7676342 3614310 71302 184421 165410 55580 0 500 7913054 3854811 134000 119000 0 0 738639 800793 0 0 178789 796198 975892 1668837 1895685 6244217 1959126 17906219 19757584 209245 92251 17696974 19665333 X THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. 0 0 429417 1182 COMMUNITY PROGRAMS: IN 2010, THE ACADEMY CONTINUED TO IMPLEMENT ITS "LEARNING FIELD" MODEL IN VARIOUS COMMUNITY PROGRAMS IN SANTA FE, NM. THE "RITES OF PASSAGE" PROJECT SERVED 21 PARTICIPANTS IN TWO WEEKEND WORKSHOPS. THE "TEACHER RENEWAL" PROJECT SERVED 21 PARTICIPANTS FROM THE SANTA FE PUBLIC SCHOOLS IN TWO THREE-LEVEL WORKSHOPS AND SIX WISDOM CIRCLES, PLUS 23 PARTICIPANTS IN THE FIRST ANNUAL TEACHER RENEWAL SUMMER INSTITUTE. THE "EL OTRO LADO" PROJECT SERVED 76 PARTICIPANTS IN A COMMUNITY ARTS PROJECT IN ALBUQUERQUE, NM, AND ATTRACTED 250 VIEWERS TO THE EXHIBITION'S OPENING EVENT PLUS 1,300 VIEWERS OVER THE COURSE OF THE PROJECT'S EXHIBITION. THE "EVENINGS OF EXPLORATION" INTRODUCED THE ACADEMY'S WORK TO 64 PARTICIPANTS IN EIGHT EVENINGS THROUGHOUT THE YEAR. 328581 164685 VENTANA: IN 2010, THE ACADEMY CONTINUED TO EXPAND ITS VENTANA PROGRAM TO IMPLEMENT ITS "LEARNING FIELD" MODEL INTO OTHER NONPROFIT ORGANIZATIONS. THROUGH IT THE ACADEMY WORKED WITH 5 ORGANIZATIONS INCLUDING 60 EMPLOYEES. THE ACADEMY ALSO CONTINUED TO BUILD AND ORGANIZE A FACULTY POOL TO EXPAND FURTHER THE VENTANA PROGRAM IN 2011, AND HIRED PATRICK ANDERSON TO BE THE FIRST FULL-TIME MANAGER OF THE VENTANA PROGRAM. 284597 119000 IN 2010, THE ACADEMY'S RESEARCH PROGRAM CONTINUED WITH INTERNAL RETREATS, PLUS FUNDING FOR FRIENDS OF CREATION SPIRITUALITY (FCS) AND THE SOPHIA PROJECT. AT FCS, MATTHEW FOX, WHO ALSO IS THE ACADEMY'S VISITING SCHOLAR, CONTINUED HIS YELLAWE PROJECT TO REINVENT EDUCATION FOR AT-RISK YOUTH IN OAKLAND, CA, AS WELL AS EXPANDING INTO OTHER URBAN COMMUNITIES. THE SOPHIA PROJECT CONTINUED TO DEVELOP AND IMPLEMENT ITS PARENT EDUCATION PROJECT FOR HOMELESS FAMILIES AND THEIR CHILDREN. THE FUNDED WORK AT BOTH FCS AND THE SOPHIA PROJECT INFORMS THE ACADEMY'S DEVELOPMENT OF ITS EDUCATIONAL PROGRAMS. INTERNALLY, THE ACADEMY'S RESEARCH WORK SERVED 13 EMPLOYEES IN FOUR STAFF RETREATS, 22 STAFF AND TEACHERS IN AN EL OTRO LADO RETREAT, AND 13 FACULTY MEMBERS IN A FACULTY ORIENTATION RETREAT. 282797 18554 THE ACADEMY HAD THREE OTHER MAIN PROGRAM SERVICE AREAS IN 2010: TRAININGS, SETON LEGACY PROJECT, AND EMERGING INITIATIVES. THROUGH TRAININGS, THE ACADEMY CONTINUED TO IMPLEMENT ITS "LEARNING FIELD" MODEL THROUGH "LEADING BY BEING" (LBB). LBB IS THE ACADEMY'S CORE, TWO-YEAR CURRICULUM FOR COMMUNITY LEADERS, TEACHERS, ARTISTS, AND OTHER INDIVIDUALS. THE THIRD INSTALLATION OF LBB, WHICH BEGAN IN 2008, FINISHED IN SEPTEMBER 2010 WITH 13 PARTICIPANTS WHO ATTENDED THREE MODULES DURING THE YEAR. THE ACADEMY'S FIRST INSTALLATION OF LEADING BY BEING-GENERATION NEXT, FOR YOUNG ADULTS, FINISHED WITH 3 PARTICIPANTS IN TWO WEEKENDS IN JANUARY AND APRIL. THE ACADEMY INTRODUCED 22 INDIVIDUALS TO ITS LBB PROGRAM THROUGH TWO "LEADING BY BEING INTRODUCTORY EVENINGS." FINALLY, THE ACADEMY CONTINUED TO RESTRUCTURE ITS LBB CURRICULUM TO LAUNCH LBB4 IN JUNE 2011. IN 2010, THE ACADEMY'S SETON LEGACY PROJECT HAD TWO MAJOR ACCOMPLISHMENTS. IN MAY WAS THE OPENING OF A YEAR-LONG EXHIBITION OF THE ART OF ERNEST THOMPSON SETON AT THE NEW MEXICO HISTORY MUSEUM. OVER 125,000 PEOPLE VISITED THE MUSEUM DURING THE EXHIBITION'S RUN. TO ACCOMPANY THE EXHIBITION, GIBBS SMITH PUBLISHED "ERNEST THOMPSON SETON: 'THE LIFE AND LEGACY OF AN ARTIST AND CONSERVATIONIST,'" BY DAVID L. WITT. MR. WITT IS THE CURATOR AND HISTORIAN OF THE ACADEMY'S SETON LEGACY PROJECT. IN 2011, HIS BOOK WON THE HISTORICAL SOCIETY OF NEW MEXICO'S RALPH TWITCHELL AWARD, GIVEN ANNUALLY FOR THE BEST HISTORY BOOK ABOUT NEW MEXICO. ALSO, THE ACADEMY HOSTED A SETON BIRTHDAY EVENT FOR 90 PARTICIPANTS AND HELD A SETON TOUR AT THE ACADEMY'S NEW CENTER FOR 55 PARTICIPANTS. THE ACADEMY CONTINUES TO BUDGET FUNDS FOR EMERGING INITIATIVES, UNFORESEEN PROGRAM OPPORTUNITIES THAT ARISE DURING THE YEAR. IN 2010, HOWEVER, ALL OF THE ACADEMY'S PROGRAM WORK (AND HENCE PROGRAM EXPENSES AND REVENUE) FELL UNDER THE ABOVE FIVE PROGRAM AREAS. 282797 18554 1325392 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 38 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA CO IL MD ME NJ WA X AARON STERN 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 AARON STERN 40.00 X X 118450 0 27184 DAVID GORDON 36.00 X X 61575 0 10271 MARIANNE MURRAY 18.00 X 35000 0 6013 ANN STAHL 0.00 X X 0 0 0 MARY ELLEN PETRISKO 0.00 X 0 0 0 CAROL COLE 0.00 X 0 0 0 VIVI ROGERS 0.00 X 0 0 0 215025 0 43468 1 0 0 0 WOLF CORPORATION 984 ACEQUIA MADRE SANTA FE NM 87501 CONSTRUCTION 4192036 SPEARS ARCHITECTS 1334 PACHECO STREET SANTA FE NM 87505 ARCHITECTURE 177764 DOWN TO EARTH LANDSCAPES INC PO BOX 32311 SANTA FE NM 87594 LANDSCAPING 172119 WATER MANAGEMENT ASSOC LLC 1730 CAMINO CARLOS REY STE 206 SANTA FE NM 87507 IRRIGATION SYSTEM 123784 DANIEL E BRANNEN JR 215 W SAN FRANCISCO ST STE 204 SANTA FE NM 87501 GENERAL COUNSEL & FINANCE MANAGER 123695 6 3614310 3614310 VENTANA FEES 611600 164685 164685 TRAININGS 611600 17793 17793 COMMUNITY PROGRAMS 611600 1182 1182 SETON LEGACY 611600 761 761 184421 55580 55580 OTHER INCOME 611600 500 500 500 3854811 184421 0 56080 119000 119000 215025 144632 43423 26970 415586 280756 82476 52354 43321 29164 8715 5442 77678 55271 13766 8641 49183 33168 9772 6243 42340 2725 39615 20000 20000 321768 230718 58231 32819 18482 10576 6261 1645 45437 16125 25364 3948 82647 46276 18648 17723 40251 25423 7174 7654 31451 22110 6412 2929 45723 30930 8848 5945 OUTSIDE FACULTY/FACILIT 222923 222923 UTILITIES 16175 8900 5381 1894 STAFF DEVELOPMENT 11458 1874 7551 2033 REPAIRS & MAINTENANCE 9724 795 8929 PROPERTY TAXES 6233 6233 61280 44026 14705 2549 1895685 1325392 391504 178789 623145 212411 4878176 4040367 18627 27454 14753778 189219 9529282 14564559 2852960 909649 4029 3144 17906219 19757584 192524 92151 16721 100 209245 92251 X 17696974 19665333 17696974 19665333 17906219 19757584 X 1959126 9233 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250120 X X X X 0 680000 680000 13568312 13568312 3340 2934 406 252006 186285 65721 250120 250120 14564559 3854811 1895685 1959126 9233 9233 1968359 3864044 9233 9233 3854811 0 3854811 1895685 0 1895685 0 1895685 PART III, LINE 4: THE ACADEMY MAINTAINS A COLLECTION OF ART AND ARTIFACTS MADE BY ERNEST THOMPSON SETON AND OTHERS. THE COLLECTION FURTHERS THE ACADEMY'S EXEMPT PURPOSE BY PROVIDING MATERIAL FOR USE IN THE ACADEMY'S PROGRAMS, WORKSHOPS, CONFERENCES, COLLABORATIONS, AND PUBLICATIONS REGARDING LEARNING AND EDUCATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ACADEMY IS A NON-PROFIT EDUCATIONAL INSTITUTION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. THE ACADEMY ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2010. MANAGEMENT BELIEVES THAT THEY ARE OPERATING WITHIN THEIR TAX-EXEMPT PURPOSE. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2010. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 PUBLICATION IN LOCAL NEWSPAPER. EUROPE 0 2 PROGRAM SERVICES VENTANA PROJECT SERVICES FOR FRIENDSHIP ACROSS BORDERS 23545 2 0 2 23545 0 23545 0 0 0 0 0 0 1 FRIENDS OF CREATION SPIRITUALITY 287 17TH STREET SUITE 400 OAKLAND CA 94612 942941888 501(C)(3) 84000 EDUCATIONAL SOPHIA PROJECT 820 19TH STREET OAKLAND CA 94607 943330821 501(C)(3) 35000 EDUCATIONAL 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ACADEMY PROVIDES GRANTS ONLY TO OTHER TAX-EXEMPT ORGANIZATIONS, AND ONLY RESTRICTED FOR USE IN PROJECTS THAT RELATE DIRECTLY TO THE ACADEMY'S TAX-EXEMPT PURPOSES. THE ACADEMY CONDITIONS SUCH GRANTS UPON THE GRANTEE AGREEING TO PROVIDE THE ACADEMY WITH A FULL REPORT, NORMALLY ANNUALLY, CONTAINING THE GRANTEE'S OBJECTIVES, METHODOLOGY, OUTCOMES, AND ASSESSMENTS FOR THE PROJECT, INCLUDING REFLECTION ON HOW THE RESULTS MIGHT BE ADAPTED IN OTHER ORGANIZATIONS, INCLUDING THE ACADEMY. THE ACADEMY MONITORS THE DEADLINES FOR THESE GRANT REPORTS TO ENSURE TIMELY RECEIPT OF THEM. THEN THE ACADEMY READS EACH REPORT TO ENSURE THAT THE GRANT FUNDS WERE USED FOR THE PROJECT TO WHICH THE GRANT WAS RESTRICTED, AND TO LEARN HOW THE GRANTEE'S PROJECT RESULTS CAN BE INCORPORATED INTO THE ACADEMY'S WORK IN LEARNING AND EDUCATION. DAVID GORDON VICE PRESIDENT / SECRETARY 24481 THE ORGANIZATION LEASES AN APARTMENT IN MANHATTAN, NEW YORK, FROM THE VICE PRESIDENT / SECRETARY. THE APARTMENT IS USED AS AN OFFICE AND GIVES THE ORGANIZATION A BASE OF OPERATIONS IN THE NEW YORK REGION. THE RENTAL PRICE IS BELOW THE FAIR MARKET VALUE OF SIMILAR APARTMENTS IN NEW YORK. THE BOARD APPROVED THE LEASE WITH THE INTERESTED TRUSTEE ABSENT AND ABSTAINING FROM THE VOTE. 0 CAROL COLE TRUSTEE 35000 IN 2010, THE ACADEMY GRANTED $35,000 TO THE SOPHIA PROJECT TO FUND ITS PARENT EDUCATION PROGRAM FOR HOMELESS FAMILIES AND THEIR CHILDREN, WHICH WORK INFORMS THE ACADEMY'S EDUCATIONAL PROGRAMS. CAROL COLE IS BOTH A TRUSTEE OF THE ACADEMY AND EXECUTIVE DIRECTOR OF THE SOPHIA PROJECT. SHE DOES NOT PARTICIPATE IN ANY ACADEMY DECISIONS REGARDING THE SOPHIA PROJECT, INCLUDING THE ACADEMY'S DECISION WHETHER TO GRANT MONEY TO THE SOPHIA PROJECT. RATHER, THE ACADEMY BOARD MAKES THIS DECISION WITH MS. COLE ABSENT FROM THE DISCUSSION AND ABSENT AND ABSTAINING FROM THE VOTE. 0 DAVID GORDON VICE PRESIDENT / SECRETARY 1 THE ACADEMY PREVIOUSLY CONTRACTED WITH DAVID GORDON FOR DESIGN AND CONSTRUCTION OF A MOSAIC WATER FEATURE FOR THE LOBBY OF THE ACADEMY'S NEW CENTER. MR. GORDON, AN ARTIST, ALSO IS A TRUSTEE, OFFICER, AND EMPLOYEE OF THE ACADEMY. HIS BID WAS THE LOWEST OF THREE FOR THE CONTRACT. THE BOARD APPROVED THE CONTRACT WITH MR. GORDON ABSENT FROM THE DISCUSSION AND ABSENT AND ABSTAINING FROM THE VOTE. IN 2010, THE ACADEMY DID NOT MAKE ANY PAYMENTS TO MR. GORDON UNDER THE CONTRACT. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ACADEMY AMENDED ITS BYLAWS DURING THE 2010 TAX YEAR. THE REVISED BYLAWS WERE ADOPTED ON SEPTEMBER 20, 2010. CHANGES INCLUDED CLARIFYING THE DEFINITION OF A QUORUM, REMOVING TERM LIMITATIONS, AND CLARIFYING AND SIMPLIFYING PERMITTED INDEMNIFICATION. FORM 990, PART VI, SECTION B, LINE 11 THE ACADEMY'S INDEPENDENT CPA FIRM PREPARES A DRAFT OF THE 990. THE DRAFT IS REVIEWED BY THE ACADEMY'S EXECUTIVE DIRECTOR AND FINANCE MANAGER, THE ACADEMY'S OUTSIDE ATTORNEY, AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES BEFORE IT IS FINISHED FOR FILING WITH THE IRS. ALL BOARD MEMBERS RECEIVE A COPY BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO READ THE CONFLICT POLICY AND TO SUBMIT A CONFLICT OF INTEREST INFORMATION FORM THAT THE FINANCE MANAGER REVIEWS AND MAINTAINS WITH THE PRESIDENT/EXECUTIVE DIRECTOR. AT THE START OF BOARD MEETINGS, TRUSTEES ARE REMINDED OF THEIR DUTY TO BE AWARE OF AND TO DISCLOSE POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 FOR THE PRESIDENT/EXECUTIVE DIRECTOR AND FOR ALL OTHER PAID OFFICERS AND EMPLOYEES WHO ALSO SERVE ON THE BOARD OF TRUSTEES, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE BOARD MEMBERS ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PART VI, SECTION B, LINE 15B: FOR EACH EMPLOYEE WHO IS ALSO A BOARD MEMBER OR AN OFFICER, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE BOARD MEMBERS ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE DISCRETION OF THE BOARD OR MANAGEMENT, OR AS OTHERWISE REQUIRED BY LAW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,233. PART XII LINE 2C THERE IS NO CHANGE FROM PRIOR YEAR TO THE OVERSIGHT PROCESS OR SELECTION PROCESS.