2023-10-09T15:57:11-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2022-01-01 261597530 THE COLORADO EDUCATION INITIATIVE COLO 3037366477 3000 LAWRENCE ST 135 DENVER CO 80205 REBECCA HOLMES CEO & PRESIDENT 3037366477 2023-09-12 1 REBECCA HOLMES 999009999 1 RYAN C HARRIS P00614618 3037409400 2023-09-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA HOLMES 3000 LAWRENCE ST 135 DENVER CO 80205 6155522 0 X WWW.COLORADOEDINITIATIVE.ORG X 2007 CO CEI WORKS TO ACCELERATE STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION AND CAPACITY BUILDING.WORKING IN COLLABORATION WITH A WIDE ARRAY OF PARTNERS, INCLUDING THE COLORADO DEPARTMENT OF EDUCATION, SCHOOL DISTRICTS, AND OTHERS, THE COLORADO EDUCATION INITIATIVE (CEI) ACCELERATES INNOVATION AND IMPROVEMENT IN COLORADO'S K-12 SCHOOLS. CEI'S VISION IS THAT EVERY STUDENT IN COLORADO IS PREPARED AND UNAFRAID TO SUCCEED IN SCHOOL, WORK, AND LIFE, AND READY TO TAKE ON THE CHALLENGES OF TODAY, TOMORROW, AND BEYOND. 15 15 30 17 0 0 2103429 3625931 1605516 2485809 -18661 28375 0 15407 3690284 6155522 549800 453090 0 0 2637643 3081617 0 0 218258 1353688 1397248 4541131 4931955 -850847 1223567 5028811 6310321 378166 436109 4650645 5874212 X SEE SCHEDULE O. 0 0 1241448 201950 346231 THE HEALTH AND WELLNESS INITIATIVE CONNECTS EDUCATORS WITH PROMISING PRACTICES TO INCREASE STUDENTS' OVERALL PHYSICAL AND SOCIAL-EMOTIONAL WELLNESS. IT MAKES CLEAR THE CRITICAL LINK BETWEEN HEALTH AND ACADEMIC ACHIEVEMENT, AND PROMOTES POSITIVE SCHOOL CLIMATES AND BEST PRACTICES IN HEALTHY SCHOOLS. THE INITIATIVE WORKS TOWARD A SYSTEMIC, STRATEGIC, AND COORDINATED APPROACH TO SUPPORTING STUDENTS, WHICH INCLUDES SOCIAL, EMOTIONAL, MENTAL, NUTRITIONAL, PHYSICAL, AND SAFETY WELLNESS. 1104506 234390 606932 HSR - CEI HELPS COLORADO HIGH SCHOOLS DESIGN AND IMPLEMENT PERSONALIZED LEARNING ENVIRONMENTS THAT ATTEND TO EACH AND EVERY STUDENT'S SOCIAL AND EMOTIONAL NEEDS AND OFFER RELEVANT AND RIGOROUS EXPERIENCES TO PREPARE THEM FOR POSTSECONDARY LEARNING, WORK, AND LIFE. CB/PL - CEI HELPS DISTRICTS BUILD SYSTEMS WHERE STUDENTS ADVANCE BASED ON DEMONSTRATED READINESS AND EDUCATORS TAILOR LEARNING FOR EACH STUDENT'S STRENGTHS, NEEDS, AND INTERESTS. 895126 877318 DRAWING ON STAFF EXPERTISE, AN EXTENSIVE NETWORK, AND ESTABLISHED DESIGN COMMITMENTS, CEI PROVIDES A RANGE OF STRATEGIC CONSULTING SERVICES TO SCHOOLS AND DISTRICTS, NONPROFIT ORGANIZATIONS, STATE AGENCIES, AND OTHERS. THESE CONSULTING SERVICES INCLUDE RESEARCH-BASED PROFESSIONAL DEVELOPMENT WORKSHOPS AND TECHNICAL ASSISTANCE SUPPORTS, STRATEGIC PLANNING AND FACILITATION, PERSONALIZED LEADERSHIP AND EXECUTIVE COACHING, AND SCHOOL IMPROVEMENT PARTNERSHIP AND SUPPORT. 679250 16750 500903 THE PROFESSIONAL LEARNING & CAPACITY BUILDING INITIATIVE, WHICH INCLUDES THE ACCELERATOR PROJECT, PARTNERS WITH TEACHERS, SCHOOL AND DISTRICT LEADERS, AND EDUCATION ORGANIZATIONS AND OTHER STAKEHOLDERS ACROSS THE STATE TO IMPROVE INSTRUCTIONAL PRACTICE AND MEET PROFESSIONAL DEVELOPMENT NEEDS. THIS HAPPENS THROUGH LEADERSHIP DEVELOPMENT COACHING, ADVANCING DIVERSITY, EQUITY, AND INCLUSION EFFORTS, AND THE UTILIZATION OF DATA TO INFORM INSTRUCTION AND DECISION-MAKING. THE PURPOSE IS TO SUPPORT THE DEVELOPMENT OF EDUCATORS AND STUDENTS' ACADEMIC AND NONACADEMIC COMPETENCIES THROUGH INNOVATIVE AND IMPROVED LEARNING ENVIRONMENTS AND ALIGN SYSTEMS TO BE RESPONSIVE TO NEEDS. 175019 154425 THE COLORADO LEGACY SCHOOLS (CLS) INITIATIVE WORKS WITH HIGH SCHOOLS ACROSS THE STATE TO DRAMATICALLY INCREASE THE NUMBER AND DIVERSITY OF COLORADO HIGH SCHOOL STUDENTS WHO ARE SUCCEEDING IN AP MATH, SCIENCE, AND ENGLISH COURSES -- ESPECIALLY STUDENTS TYPICALLY UNDERREPRESENTED IN AP COURSES, SUCH AS FEMALES, AND STUDENTS OF POVERTY AND COLOR. CLS COURSEWORK ALSO ENCOURAGES STUDENTS TO PURSUE MAJORS AND CAREERS IN THE RAPIDLY-GROWING STEM FIELDS -- SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH. 854269 16750 655328 4095349 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JEREMY O'GRADY 3037366477 3000 LAWRENCE STREET 135 DENVER CO 80205 MEERA MANI BOARD CHAIR 2.00 X X 0 0 0 LINDSEY PADRINO VICE CHAIR 2.00 X X 0 0 0 SARAH KENDALL HUGHES SECRETARY 2.00 X X 0 0 0 GRAHAM FORMAN TREASURER 2.00 X X 0 0 0 RICHARD ALPER BOARD MEMBER 2.00 X 0 0 0 ELAINE GANTZ BERMAN BOARD MEMBER 2.00 X 0 0 0 MARIELENA DESANCTIS BOARD MEMBER 2.00 X 0 0 0 TERAY ESQUIBEL BOARD MEMBER 2.00 X 0 0 0 RENNY FAGAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL GERSACK BOARD MEMBER 2.00 X 0 0 0 JERRY GLICK BOARD MEMBER 2.00 X 0 0 0 KEN HAPTONSTALL BOARD MEMBER 2.00 X 0 0 0 BRUCE HOYT BOARD MEMBER 2.00 X 0 0 0 GEORGE SPARKS BOARD MEMBER 2.00 X 0 0 0 KWAME SPEARMAN BOARD MEMBER 2.00 X 0 0 0 REBECCA F HOLMES PRESIDENT AND CEO 40.00 X 208967 0 25412 JEREMY S O'GRADY CHIEF OPERATING OFFICER 40.00 X 140746 0 15747 SAMANTHA OLSON VP OF STRATEGY 40.00 X 138129 0 23246 AMY SPICER SR. DIR. IMPLEMENTATION, P 40.00 X 122150 0 4445 EMILY A WEXLER LOVE CHIEF OF RESEARCH AND DEVE 40.00 X 114767 0 22446 ALEXANDER B CARTER VP OF IMPLEMENTATION 40.00 X 146112 0 17212 LANDON L MASCARENAZ VP OF COMMUNITY PARTNERSHI 40.00 X 144005 0 5118 1014876 0 113626 7 0 1 0 0 125265 3500666 3625931 CONSULTING REVENUE 900099 2331384 2331384 PROGRAM FEES 900099 154425 154425 2485809 28375 28375 CREDIT CARD REWARDS 900099 15407 15407 15407 6155522 2485809 0 43782 X 453090 453090 390873 263843 110890 16140 2279821 1789692 327679 162450 66731 48862 13836 4033 151440 110888 31949 8603 192752 141137 36439 15176 29272 29272 648584 643523 5061 22258 20746 811 701 102550 80746 16038 5766 49851 38301 8317 3233 294941 287339 6648 954 196900 194853 2047 3142 2418 520 204 21704 21704 PROF DEVELOPMENT, HR 18303 14850 2480 973 PROGRAM FEES 7589 4950 2639 GIFTS 2154 111 2018 25 4931955 4095349 618348 218258 4029140 4246286 644250 1585293 326308 428686 13250 27873 31422 31422 3141 0 12722 22183 5028811 6310321 292516 363661 85650 72448 378166 436109 X 2587354 2879996 2063291 2994216 4650645 5874212 5028811 6310321 1223567 0 X 0 1 X 1 1 1 X 6526283 3964243 4731614 2103429 3625931 20951500 6526283 3964243 4731614 2103429 3625931 20951500 9100950 11850550 5754 9651 4658 2247 28375 50685 15407 15407 21017592 6259484 0.56380 0.55050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 15,407. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31422 31422 0 0 6155522 0 6155522 0 6155522 4931955 0 4931955 0 4931955 1 AURORA PUBLIC SCHOOLS 15701 E 1ST AVE STE 106 AURORA CO 80011 846000870 501(C)3 16000 0 SERN 21-22 STIPEND BRIGHTON PUBLIC SCHOOLS 18551 E 160TH AVE BRIGHTON CO 80601 846012304 501(C)3 16225 0 JUMPSTART CONCURRENT ENROLLMENT CANON CITY SCHOOLS 101 NORTH 14TH ST CANON CITY CO 81212 846013945 501(C)3 8728 0 COLORADO FUTURES PARTICIPATION - BEACON POLICY NETWORK CENTER HIGH SCHOOL 550 SYLVESTER AVE CENTER CO 81125 846001943 501(C)3 10000 0 SERN 21-22 STIPEND CHERRY CREEK SCHOOL DISTRICT 5 4700 SOUTH YOSEMITE ST GREENWOOD VILLAGE CO 80111 846000831 501(C)3 43225 0 JUMPSTART CONCURRENT ENROLLMENT COLORADO AFTERSCHOOL PARTNERSHIP 789 SHERMAN ST STE 250 DENVER CO 80203 841493585 501(C)3 10000 0 SUBGRANT - SUPPORT TO HIRE A CONSULTANT CODED TO ROSE POLICY & ADVOCACY COLORADO SPRINGS SCHOOL DISTRICT 11 1115 N EL PASO ST COLORADO SPRINGS CO 80903 846001179 501(C)3 71750 0 DEEPER LEARNING & DIFFUSION PROJECTHEWLETT SCALED IMPACT DENVER PUBLIC SCHOOLS 1860 LINCOLN ST 11TH FLOOR DENVER CO 80203 846001099 501(C)3 13400 0 JUMPSTART CONCURRENT ENROLLMENT FOUNTAINFT CARSON DIST 8 10665 JIMMY CAMP RD FOUNTAIN CO 80817 846008041 501(C)3 8728 0 COLORADO FUTURES PARTICIPATION - BEACON POLICY NETWORK FRUITA MONUMENT HIGH SCHOOL 1102 WILDCAT AVE FRUITA CO 81521 846002839 501(C)3 8000 0 SERN 21-22 STIPEND GRAND JUNCTION HIGH SCHOOL 1400 N 5TH ST GRAND JUNCTION CO 81501 846002839 501(C)3 8000 0 SERN 21-22 STIPEND GREELEY CENTRAL HIGH SCHOOL 1515 14TH AVE GREELEY CO 80631 846002058 501(C)3 8000 0 SERN 21-22 STIPEND GREELEY EVANS ALTERNATIVE PROGRAM 6200 W 20TH ST GREELEY CO 80634 846002058 501(C)3 10000 0 SERN 21-22 STIPEND GREELEY-EVANS SCHOOL DIST 6 1025 9TH AVE GREELEY CO 80634 846002058 501(C)3 27000 0 SERN 21-22 STIPEND HARRISON HIGH SCHOOL 2755 JANITELL ROAD COLORADO SPRINGS CO 80906 846001175 501(C)3 12500 0 SERN 21-22 STIPEND JEFFCO PUBLIC SCHOOLS R-1 1829 DENVER WEST DR BLDG 27 GOLDEN CO 80401 846002817 501(C)3 12375 0 JUMPSTART CONCURRENT ENROLLMENT JEFFERSON JUNIORSENIOR HIGH 1315 4TH AVE GREELEY CO 80631 846002058 501(C)3 8000 0 SERN 21-22 STIPEND PALISADE HIGH SCHOOL 3679 G ROAD PALISADE CO 81526 846002839 501(C)3 8000 0 SERN 21-22 STIPEND PRAIRIE VIEW HIGH SCHOOL 12909 E 120TH AVE HENDERSON CO 80640 846012304 501(C)3 5775 0 JUMPSTART CONCURRENT ENROLLMENT SALIDA R-32-J SCHOOL DIST 627 OAK ST SALIDA CO 81201 846001010 501(C)3 8728 0 COLORADO FUTURES PARTICIPATION - BEACON POLICY NETWORK SIERRA HIGH SCHOOL 2250 JET WING DRIVE COLORADO SPRINGS CO 80916 846001175 501(C)3 8000 0 SERN 21-22 STIPEND ST VRAIN VALLEY SCHOOL DIST RE-1J 395 SOUTH PRATT PKWY LONGMONT CO 80501 846014380 501(C)3 8728 0 COLORADO FUTURES PARTICIPATION - BEACON POLICY NETWORK SWINK SENIOR HIGH SCHOOL 610 COLUMBIA AVEPO BOX 487 SWINK CO 81077 846001767 501(C)3 13000 0 SERN 21-22 STIPEND WESTMINSTER PUBLIC SCHOOLS 7002 RALEIGH ST WESTMINSTER CO 80030 846000839 501(C)3 16000 0 SERN 21-22 STIPEND AURORA PUBLIC SCHOOLS 15701 E 1ST AVE STE 106 AURORA CO 80011 846000870 501(C)3 16050 0 JUMPSTART CONCURRENT ENROLLMENT CHERRY CREEK SCHOOL DISTRICT 5 4700 SOUTH YOSEMITE ST GRAND JUNCTION CO 80111 846000831 501(C)3 8728 0 BEACON POLICY NETWORK 26 PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS AND OTHER ENTITIES INCLUDE CONTRACTUAL AGREEMENTS BETWEEN CEI AND THE RECIPIENTS OUTLING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USE OF EXPENDITURES. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO ADVANCE STUDENT ACHIEVEMENT BY PROVIDING TOOLS, RESOURCES AND TECHNICAL ASSISTANCE. X X X 0 0 0 0 0 0 0 0 0 REBECCA F HOLMES PRESIDENT AND CEO 208967 0 0 0 0 0 6652 0 18760 0 234379 0 0 0 ALEXANDER B CARTER VP OF IMPLEMENTATION 146112 0 0 0 0 0 4586 0 12626 0 163324 0 0 0 SAMANTHA OLSON VP OF STRATEGY 138129 0 0 0 0 0 4521 0 18725 0 161375 0 0 0 JEREMY S O'GRADY CHIEF OPERATING OFFICER 140746 0 0 0 0 0 4412 0 11335 0 156493 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW BEFORE BEING SENT TO THE REST OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABILITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 643,523. MANAGEMENT AND GENERAL EXPENSES 5,061. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,584.