2023-10-17T09:02:09-05:00 2022-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-01-01 831400442 PARTNERSHIP FOR EDUCATION ADVANCEMENT INC PART 2128938821 499 PARK AVENUE 27TH FLOOR NEW YORK NY 10022 JAMES RUNCIE EXECUTIVE DIRECTOR 2128938821 2023-10-17 1 JAMES RUNCIE 999009999 0 MICHAEL WALLACE P00881958 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES RUNCIE 499 PARK AVENUE 27TH FLOOR NEW YORK NY 10022 23831423 0 X HTTPS://WWW.EDADVANCEMENT.ORG X 2018 DE THE PARTNERSHIP FOR EDUCATION ADVANCEMENT IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION COMMITTED TO SUPPORTING SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARILY SERVE LOW-INCOME, FIRST-GENERATION, AND UNDER-RESOURCED STUDENTS AND FAMILIES. WE ARE DEDICATED TO THE FOLLOWING PRINCIPLES AS WE CARRY OUT OUR MISSION:- OUR RESOURCES AND INVESTMENTS ALIGN WITH STUDENTS' FUTURE SUCCESS IN EVIDENT AND MEASURABLE WAYS.- WE MUST ACKNOWLEDGE AND UPHOLD THE CAPACITY OF MINORITY SERVING INSTITUTIONS, INCLUDING HBCUS, TO LEAD EQUITY EFFORTS.- TRANSFORMATION REQUIRES SOLUTIONS THAT ARE SUSTAINABLE, SCALABLE, AND BROADLY ADOPTABLE 6 5 25 7 0 0 41197369 23828572 0 0 1119 2851 0 0 41198488 23831423 3785000 2156708 0 0 1892470 3813428 0 0 176002 8754290 14635802 14431760 20605938 26766728 3225485 36194552 44587407 1350850 6308220 34843702 38279187 X THE MISSION OF PARTNERSHIP FOR EDUCATION ADVANCEMENT IS TO SUPPORT SOCIAL MOBILITY THROUGH STRENGTHENING OF MISSION-FOCUSED COLLEGES AND UNIVERSITIES THAT PRIMARLY SERVE STUDENTS OF COLOR AS WELL AS FIRST-GENERATION, AND LOW INCOME STUDENTS. 0 0 20004575 2156708 DEVELOPED, PILOTED, AND IMPLEMENTED SOLUTIONS AND SERVICES FOR MISSION FOCUSED COLLEGESAND UNVERSITIES TO SUPPORT THEIR EFFORTS IN IMPROVING TECHNOLOGY AND OPERATIONS FORENROLLMENT, STUDENT SUCCESS AND ADVANCEMENT GOALS. PARTNERED CLOSELY WITH THURGOOD MARSHALL COLLEGE FUND (TMCF) AND THE UNITED NEGRO COLLEGE FUND (UNCF)FOR THE HBCU TRANSFORMATION PROJECT TO DEVELOP STRATEGIES, REFER AND CUSTOMIZE SOLUTIONS TO STRENGTHEN AND TRANSFORM SCHOOL OPERATIONS AND INFRASTRUCTURE. (CONTINUED ON SCHEDULE O) DEVELOPED AN ENROLLMENT TECHNOLOGY SYSTEM SOLUTION FOR ADOPTION BY PARTNER SCHOOLS TO INCREASE EFFICIENCY AND DATA INTEGRITY IN ENROLLMENT PROCESSES. DEVELOPED PROGRAMMING AND A KNOWLEDGE-SHARING COMMUNITY PORTAL TO SHARE INFORMATION AND LEARNINGS WITH COLLEGES AND UNIVERSITIES. PARTNERED WITH MISSION-ALIGNED SERVICE PROVIDERS TO ADVANCE THE EFFORTS AND GOALS OF PARTNER COLLEGES AND UNIVERSITIES. 20004575 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 8 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X BOEHM BUSINESS SERVICES 2128646765 507 W 111ST ST APT 2 NEW YORK NY 10025 HAMILTON JAMES CHAIRMAN 2.00 X X 0 0 0 JAMES RUNCIE CHIEF EXECUTIVE OFFICER 40.00 X X 254228 0 15772 EMILY SHARKO DIRECTOR 1.00 X 0 0 0 ARNE DUNCAN DIRECTOR 1.00 X 0 0 0 BERYL MCEWEN DIRECTOR 1.00 X 0 0 0 VERDUN PERRY DIRECTOR 1.00 X 0 0 0 GARRETT MORAN DIRECTOR 1.00 X 0 0 0 WILLIAM LEITH MANAGING DIRECTOR 40.00 X 277500 0 0 ZINA EVANS SVP ENROLLMENT MANAGEMENT 40.00 X 328057 0 21942 ROBIN MINOR SVP INSTITUTIONAL PARTNERS 40.00 X 243000 0 27000 WAYNE CUMMINGS SVP CHIEF TECHNOLOGY OFFICER 40.00 X 221838 0 28162 ANNE REZNIK CHIEF OF STAFF 40.00 X 189250 0 23250 CECILIA LOUISE MARSHALL DIRECTOR OF EXTERNAL PARTNERSHIPS 40.00 X 163694 0 23806 1677567 0 139932 12 0 1 0 MCKINSEY & COMPANY INC THREE WORLD TRADE CENTER 175 GREENW NEW YORK NY 10007 GENERAL CONSULTING 7125000 RUFFALO NOEL LEVITZ PO BOX DES MOINES IA 50303 EDUCATION CONSULTING 2040445 RHB INC 101 WEST OHIO STREET SUITE 675 INDIANAPOLIS IN 46204 EDUCATION CONSULTING 312026 MAINSTAY 1 WASHINGTON MALL 1349 BOSTON MA 02108 EDUCATION TECHNOLOGY CONSULTING 126993 RICHARD FLEISCHMAN & ASSOCIATES INC 330 MADISON AVE 1900 NEW YORK NY 10017 TECHNOLOGY DEVELOPMENT SERVICES 108905 5 23828572 23828572 2851 2851 23831423 0 0 2851 X 2156708 2156708 547500 356250 82548 108702 2817594 2569914 220443 27237 206495 180372 18563 7560 241839 210349 21773 9717 20220 20220 46855 40764 4217 1874 14190025 14169925 13915 6185 18090 15738 1628 724 33622 29251 3026 1345 111455 96966 10031 4458 72952 63468 6566 2918 122597 106659 11034 4904 5906 5906 3019 2626 272 121 PROFESSIONAL DEVELOPMEN 4364 4364 DUES AND SUBSCRIPTIONS 4107 3573 370 164 MISCELLANEOUS EXPENSES 2590 2012 485 93 20605938 20004575 425361 176002 4017543 3321815 31252799 27259210 792594 13691914 1008 1008 123291 30769 23694 7283 7317 16411 0 266280 36194552 44587407 980850 5062826 370000 976478 0 268916 1350850 6308220 X -256651 -861447 35100353 39140634 34843702 38279187 36194552 44587407 X 3225485 210000 X 0 1 X 1 0 X 451000 875000 15250000 41197369 23828572 81601941 451000 875000 15250000 41197369 23828572 81601941 3367882 78234059 1119 2851 3970 81605911 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23694 7283 16411 16411 OPERATING LEASE LIABILITY 268916 268916 24298649 257226 210000 467226 23831423 0 23831423 20863164 257226 257226 20605938 0 20605938 1 UNITED NEGRO COLLEGE FUND 1805 7TH ST NW WASHINGTON DC 20001 131624241 501C(3) 40000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES FLORIDA A&M UNIVERSITY 1601 S MARTIN LUTHER KING JR BLVD TALLAHASSEE FL 32307 590977035 501C(3) 124500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES HAMPTON UNIVERSITY 100 E QUEEN ST HAMPTON VA 23669 541799400 501C(3) 195425 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES ALABAMA STATE UNIVERSITY 915 S JACKSON ST MONTOGERY AL 36104 636067745 501C(3) 294322 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES NORFOLK STATE UNIVERSITY 700 PARK AVE NORFOLK VA 23504 510499918 501C(3) 212886 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES BENEDICT COLLEGE 1600 HARDEN COLUMBIA SC 29204 570314365 501C(3) 130500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES CLAFLIN UNIVERSITY 400 MAGNOLIA STREET ORANGEBURG SC 29115 570314374 501C(3) 80938 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES ELIZABETH CITY STATE UNIVERSITY 1704 WEEKSVILLE ROAD ELIZABETH CITY NC 27909 561047680 501C(3) 70000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES NORTH CAROLINA A&T STATE UNIVERSITY 1601 MARKET STREET GREENSBORO NC 27411 566000007 501C(3) 91000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES PAUL QUINN COLLEGE 3837 SIMPSON STUART RD DALLAS TX 75241 741238438 501C(3) 50000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES SHAW UNIVERSITY 118 E SOUTH STREET RALEIGH NC 27601 560530235 501C(3) 115712 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES TEXAS SOUTHERN UNIVERSITY 3100 CLEBURNE STREET HOUSTON TX 77004 746001391 501C(3) 79200 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES YALE UNIVERSITY PO BOX 208229 NEW HAVEN CT 06520 060646973 501C(3) 85000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES UNIVERSITY OF MARYLAND UMES 11868 COLLEGE BACKBONE ROAD PRINCESS ANNE MD 21853 526002033 501C(3) 83500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 463079164 501C(3) 109825 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES FAYETTEVILLE STATE UNIVERSITY 1200 MURCHISON ROAD FAYETTEVILLE NC 28301 561238736 501C(3) 218400 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES GRAMBLING STATE UNIVERSITY 403 MAIN STREET GRAMBLING LA 71245 726000751 501C(3) 45000 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES SOUTH CAROLINA STATE UNIVERSITY 300 COLLEGE AVENUE ORANGEBURG SC 29115 576000950 501C(3) 130500 0 CAPACITY BUILDING TO IMPROVE STUDENT OUTCOMES 18 PART I, LINE 2: COLLEGE AND UNIVERSITY PARTNERS ARE INVITED TO SUBMIT AN ELECTRONIC APPLICATION FOR GRANT FUNDS TO SUPPORT A NEW PROJECT, PROGRAM, OR POSITION THAT IS A PART OF ED ADVANCEMENT'S INSTITUTIONAL CAPACITY BUILDING PLAN. INVITATIONS ARE BASED ON ED ADVANCEMENT'S ONGOING NEEDS ASSESSMENT OF PARTNER INSTITUTIONS. THE INVITATIONS ARE EXTENDED BY THE SVP OF ENROLLMENT MANAGEMENT OR SVP OF INSTITUTIONAL PARTNERSHIPS. THE GRANT APPLICATION IS A COMPONENT OF OUR CRM SYSTEM WHICH ENABLES US TO RECORD DETAILS OF THE REQUEST, APPROVAL, AND DISBURSEMENT PROCESSES OF EACH GRANT. PRIOR TO APPLICATION SUBMISSION OR AS FOLLOW-ON DUE DILIGENCE, ED ADVANCEMENT ASSESSES AND CONFIRMS THE INSTITUTION'S NEED. GRANT FUNDING PERIODS VARY IN DURATION BUT MAY BE SUBJECT TO MILESTONE OR PERFORMANCE REQUIREMENTS. ALL GRANT REQUESTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE LEADER TEAM (ELT). UPON APPROVAL, A GRANT LETTER INCLUDING DURATION, SCHEDULE OF RELEASE OF FUNDS, AND EXPECTATIONS FOR REPORTING ON USE OF FUNDS, IS SUBMITTED TO THE UNIVERSITY PRESIDENT OR CHANCELLOR FOR SIGNATORY ACCEPTANCE OF THE AWARD. FUNDS ARE DISBURSED FOLLOWING THE SCHEDULE PROVIDED IN THE GRANT LETTER. IN ACCORDANCE WITH THE GRANT LETTER, ED ADVANCEMENT PROVIDES A STREAMLINED PROCESS FOR REPORTING CONTINUED PROGRESS TO ENSURE TIMELY DISBURSEMENT OF FUNDS. THE ED ADVANCEMENT TEAM WORKS CLOSELY WITH THE INSTITUTIONAL RECIPIENT TO ENSURE A SUCCESSFUL OUTCOME FOR THE CONCLUSION OF THE GRANT PERIOD. UPON COMPLETION OF THE GRANT PERIOD, THE INSTITUTION (WITH GUIDANCE FROM THE ED ADVANCEMENT TEAM) WILL PROVIDE A FINAL SUMMARY OF THE VALUE OF THE FUNDING AND THE ALIGNMENT OF THIS RESOURCE WITH QUALITATIVE AND QUANTITATIVE OUTCOMES. X 0 0 0 0 0 0 0 0 0 JAMES RUNCIE CHIEF EXECUTIVE OFFICER 254228 0 0 0 0 0 12938 0 2834 0 270000 0 0 0 WILLIAM LEITH MANAGING DIRECTOR 277500 0 0 0 0 0 0 0 0 0 277500 0 0 0 ZINA EVANS SVP ENROLLMENT MANAGEMENT 328057 0 0 0 0 0 20875 0 1067 0 349999 0 0 0 ROBIN MINOR SVP INSTITUTIONAL PARTNERS 243000 0 0 0 0 0 27000 0 0 0 270000 0 0 0 WAYNE CUMMINGS SVP CHIEF TECHNOLOGY OFFICER 221838 0 0 0 0 0 25000 0 3162 0 250000 0 0 0 ANNE REZNIK CHIEF OF STAFF 189250 0 0 0 0 0 20500 0 2750 0 212500 0 0 0 CECILIA LOUISE MARSHALL DIRECTOR OF EXTERNAL PARTNERSHIPS 163694 0 0 0 0 0 20500 0 3306 0 187500 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO SUCH COMMITTEE EXISTS FORM 990, PART VI, SECTION B, LINE 11B A BOARD MEETING WILL BE HELD TO REVIEW AND APPROVE THE FORM 990, SUBJECT TO COMMENTS AND REQUIRED CHANGES. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL FORM DECLARING NO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 50,928. MANAGEMENT AND GENERAL EXPENSES 4,441. FUNDRAISING EXPENSES 1,974. TOTAL EXPENSES 57,343. EDUCATIONAL CONTRACTORS: PROGRAM SERVICE EXPENSES 14,022,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,022,416. OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 91,581. MANAGEMENT AND GENERAL EXPENSES 9,474. FUNDRAISING EXPENSES 4,211. TOTAL EXPENSES 105,266. TRUSTEE BOARD HONORARIUM: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. FORM 990, PART XI, LINE 9: RETURN OF RESTRICTED GRANT FUNDING 210,000.