2023-10-30T08:30:35-05:00 2022-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-01-01 330919329 GRANTMAKERS FOR EDUCATION GRAN 5035952100 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 RICHARD TAGLE CHAIR 5035952100 2023-10-30 1 RICHARD TAGLE 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RICHARD TAGLE 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 3129152 0 X WWW.EDFUNDERS.ORG X 2000 OR TO IMPROVE EDUCATIONAL OUTCOMES AND EXPAND OPPORTUNITIES FOR ALL LEARNERS. 11 11 8 0 0 0 2187369 2527486 109850 596100 97 3828 1254 1738 2298570 3129152 400000 44000 0 0 1261758 1275163 0 0 168435 728790 1412456 2390548 2731619 -91978 397533 2688275 3165828 466915 557229 2221360 2608599 X GRANTMAKERS FOR EDUCATION'S (GFE) MISSION IS TO STRENGTHEN PHILANTHROPY'S CAPACITY TO IMPROVE EDUCATIONAL OUTCOMES AND EXPAND OPPORTUNITIES FOR ALL LEARNERS. GFE IS A MEMBERSHIP ORGANIZATION FOR PRIVATE AND PUBLIC PHILANTHROPIES THAT SUPPORT IMPROVED EDUCATIONAL OUTCOMES AND EXPANDED OPPORTUNITIES FOR STUDENTS FROM EARLY LEARNING THROUGH POSTSECONDARY EDUCATION. TO IMPACT ALL LEARNINGS, GFE IS COMMITTED TO A STRONG, VIBRANT EDUCATION SYSTEM. GFE PROMOTES DIALOGUE, INQUIRY, COLLABORATION AND LEARNING TO STRENGTHEN PRACTICE WITHIN THE FIELD OF EDUCATION PHILANTHROPY. 0 0 952108 596100 CONFERENCES AND PROGRAMS: ORGANIZING CONFERENCES, SEMINARS AND E-PROGRAMS TO PROVIDE PROFESSIONAL DEVELOPMENT THAT STRENGTHENS THE PRACTICE OF EDUCATION GRANTMAKERS. PROGRAMS AND CONFERENCES ARE FUNDED THROUGH MULTI-YEAR CONDITIONAL GRANTS. DURING THE YEAR ENDED DECEMBER 31, 2022, THE ORGANIZATION WAS ABLE TO RETURN TO THEIR FIRST IN-PERSON CONFERENCE SINCE 2019. 477840 44000 IMPACT GROUPS: A FRAMEWORK CENTERED ON MEMBER ORGANIZATIONS FROM ACROSS THE NATION TO PROVIDE AN OPPORTUNITY TO DEEPEN MEMBERS' ENGAGEMENT WITH EACH OTHER ON A SHARED TOPIC OF INTEREST. IMPACT GROUPS CREATE RELEVANT KNOWLEDGE ACCESSIBLE BY GENERATING INFORMATION, SOURCING "LESSONS LEARNED, AND PROVIDING ACCESS TO PRACTITIONERS AND EXPERTS AND THEIR PERSPECTIVES. 231408 COMMUNICATIONS AND PUBLICATIONS: DEVELOPING REPORTS, CASE STUDIES AND NEWSLETTERS THAT PROMOTE DEEPER KNOWLEDGE OF EFFECTIVE GRANTMAKING PRACTICES AND HIGHLIGHT TRENDS AND EMERGING DEVELOPMENTS IN THE FIELD. 202225 1738 MEMBER SERVICE AND STRATEGIC INITIATIVES: PROVIDING INDIVIDUALIZED TECHNICAL ASSISTANCE AND GUIDANCE TO HELP GRANTMAKING ORGANIZATIONS REFINE THEIR STRATEGIES AND TO CONNECT THEM WITH OTHER PEER GRANTMAKING ORGANIZATIONS FOR PEER ASSISTANCE AND COLLABORATION OPPORTUNITIES. 202225 1738 1863581 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 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 37 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X RICHARD TAGLE 5035952100 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 RICHARD TAGLE CHAIR 25.00 X X 0 0 0 SARA SNEED VICE-CHAIR 25.00 X X 0 0 0 SOPHIE FANELLI SECRETARY (AS OF 10/22) 20.00 X X 0 0 0 ELIZABETH GONZALEZ SECRETARY (UNTIL 10/22) 15.00 X X 0 0 0 PAUL HERDMAN TREASURER 20.00 X X 0 0 0 LYNN ALVAREZ DIRECTOR 15.00 X 0 0 0 JOHN FITZPATRICK DIRECTOR 15.00 X 0 0 0 CHARMAINE MERCER DIRECTOR 15.00 X 0 0 0 DANIELLE PULLIAM DIRECTOR (AS OF 10/22) 5.00 X 0 0 0 GISELE SHORTER DIRECTOR (AS OF 03/22) 1.00 X 0 0 0 EDWARD SMITH DIRECTOR 20.00 X 0 0 0 LAVERNE EVANS SRINIVASAN DIRECTOR 25.00 X 0 0 0 CELINE COGGINS EXECUTIVE DIRECTOR 40.00 X 279078 0 42266 BEVERLY ROSS DENNY MANAGING DIRECTOR 40.00 X 196524 0 21566 ULCCA HANSEN CHIEF PROGRAM OFFICER 40.00 X 175338 0 19392 KYLE MALONE ASSOC DIRECTOR OF EXTERNAL AFFAIRS 40.00 X 101619 0 37076 752559 0 120300 4 0 1 0 0 898717 1628769 2527486 CONFERENCE INCOME 900099 592140 592140 SEMINARS & PROGRAM INC 900099 3960 3960 596100 3828 3828 1738 1738 1738 3129152 597838 0 3828 X 44000 44000 539434 262165 219479 57790 551559 268721 223937 58901 55661 26552 23005 6104 57409 27387 23726 6296 71100 33918 29385 7797 18759 14639 3673 447 685531 545261 125021 15249 62178 39921 12815 9442 56889 45714 8786 2389 1584 738 670 176 86687 64562 19300 2825 495197 488129 6435 633 5631 1874 3371 386 2731619 1863581 699603 168435 2308089 1854775 251218 251294 105000 487241 23968 26326 284971 284971 0 0 0 546192 2688275 3165828 66719 82119 400196 475110 466915 557229 X 1765963 1847429 455397 761170 2221360 2608599 2688275 3165828 397533 -10294 0 X 0 1 X 1 0 X 613000 985850 3323685 2187369 2527486 9637390 1396196 1369818 178591 109850 596100 3650555 2009196 2355668 3502276 2297219 3123586 13287945 0 247339 247339 247339 247339 13040606 418 239 151 97 3828 4733 418 239 151 97 3828 4733 5497 1595 1825 1254 1738 11909 2015111 2357502 3504252 2298570 3129152 13304587 0.98020 0.94430 0.00040 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 5,497. 2019 AMOUNT: $ 1,595. 2020 AMOUNT: $ 1,825. 2021 AMOUNT: $ 1,254. 2022 AMOUNT: $ 1,738. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 148138 5679 1 1 284971 284971 0 0 X 3118858 -10294 -10294 3129152 0 3129152 2731619 0 2731619 0 2731619 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. 0 NATIONAL INDIAN EDUCATION ASSOCIATION 1514 P STREET NW SUITE B WASHINGTON DC 20005 410976048 501(C)(3) 8000 0 AFTERSCHOOL & SUMMER RECOVERY AND OPPORTUNITY FUND INSTITUTE FOR EDUCATIONAL LEADERSHIP 4301 CONNECTICUT AVE NW STE 100 WASHINGTON DC 20008 521198450 501(C)(3) 8000 0 AFTERSCHOOL & SUMMER RECOVERY AND OPPORTUNITY FUND EXPANDEDSCHOOLS 1440 BROADWAY 16TH FLOOR NEW YORK NY 10018 134004600 501(C)(3) 8000 0 AFTERSCHOOL & SUMMER RECOVERY AND OPPORTUNITY FUND NATIONAL AFTERSCHOOL ASSOCIATION 2961A HUNTER MILL ROAD 626 OAKTON VA 22124 311357902 501(C)(3) 8000 0 AFTERSCHOOL & SUMMER RECOVERY AND OPPORTUNITY FUND NATIONAL SUMMER LEARNING ASSOCIATION INC 1701 PENNSYLVANIA AVE NW STE 200 WASHINGTON DC 20006 263356271 501(C)(3) 8000 0 AFTERSCHOOL & SUMMER RECOVERY AND OPPORTUNITY FUND 5 0 X X X X 0 0 0 0 0 0 0 0 0 CELINE COGGINS EXECUTIVE DIRECTOR 279078 0 0 0 0 0 22796 0 19470 0 321344 0 0 0 BEVERLY ROSS DENNY MANAGING DIRECTOR 196524 0 0 0 0 0 19652 0 1914 0 218090 0 0 0 ULCCA HANSEN CHIEF PROGRAM OFFICER 175338 0 0 0 0 0 17490 0 1902 0 194730 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND ADMINISTRATION COMMITTEE REVIEW AND DISCUSS THE RETURN WITH THE CONTROLLER. A COPY OF THE RETURN WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND STAFF MEMBERS COMPLETE AND SIGN A QUESTIONNAIRE ANNUALLY TO IDENTIFY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE INFORMATION CONTAINED IN THIS FORM WILL DETERMINE IF ANY ACTUAL CONFLICT OF INTEREST EXISTS. GFE POLICY REQUIRES THE BOARD TO OBTAIN DISCLOSURE OF THE FINANCIAL INTEREST AND OR ALL MATERIAL FACTS, AND TO DETERMINE (IN THE ABSENCE OF THE INTERESTED PARTY) WHETHER A CONFLICT EXISTS. GFE POLICY OUTLINES A SET OF PROCEDURES FOR ADDRESSING ANY CONFLICTS THAT ARE DETERMINED. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONDUCTS A COMPARATIVE EXECUTIVE SALARY REVIEW, BENCHMARKING PEER ORGANIZATIONS AND REVIEWING ORGANIZATIONAL SALARY HISTORY, AS WELL AS PERFORMANCE REVIEW FINDINGS TO DEVELOP A COMPENSATION RECOMMENDATION. THE EXECUTIVE COMMITTEE'S RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE FURNISHED UPON REQUEST FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 47,702. MANAGEMENT AND GENERAL EXPENSES 171. FUNDRAISING EXPENSES 45. TOTAL EXPENSES 47,918. CONFERENCE PLANNING AND CONSULTATION: PROGRAM SERVICE EXPENSES 26,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,861. OST AND K-12 IMPACT GROUP CONSULANTS: PROGRAM SERVICE EXPENSES 470,698. MANAGEMENT AND GENERAL EXPENSES 124,850. FUNDRAISING EXPENSES 15,204. TOTAL EXPENSES 610,752.