2023-11-15T09:05:19-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 330627955 AMERICAN FEDERATION FOR CHILDREN INC ADVO 2022801990 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 THOMAS SCHULTZ CEO 2022801990 2023-11-13 1 THOMAS SCHULTZ XXX-XX-XXXX 0 AMY CHAPMAN P00843460 5712279500 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS SCHULTZ 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 11189055 0 X WWW.FEDERATIONFORCHILDREN.ORG X 1994 IN A COMMUNITY OF PEOPLE PROMOTING EDUCATIONAL CHOICE AND INNOVATION, WITH A SPECIFIC FOCUS ON SCHOOL VOUCHERS, SCHOLARSHIP TAX CREDIT PROGRAMS AND EDUCATIONAL SAVINGS ACCOUNTS. WE ARE COMMITTED TO BREAKING DOWN BARRIERS TO EDUCATIONAL CHOICE TO HELP CHILDREN, ESPECIALLY LOW-INCOME CHILDREN, ACCESS THE QUALITY EDUCATION NECESSARY TO REACH THEIR FULL POTENTIAL. 9 8 47 12 0 0 8835988 8904961 71455 22209 -9558 28603 22410 39706 8920295 8995479 1064500 1693145 0 0 2952368 2739469 0 0 684161 3717293 4403122 7734161 8835736 1186134 159743 4734302 5215670 634484 956109 4099818 4259561 TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 5988045 1693145 STATE SUPPORT:DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS CONTRACTS WITH LOBBYISTS AND OTHER CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND PASS SCHOOL CHOICE LEGISLATION; ENACT NEW SCHOOL CHOICE PROGRAMS; PROTECT, STRENGTHEN OR EXPAND CURRENT SCHOOL CHOICE PROGRAMS. 938851 COMMUNICATIONS:DEVELOP AND DISTRIBUTE RESEARCH AND POLICY MATERIAL TO EDUCATE POLICYMAKERS, STATE AND LOCAL LEADERS, MEDIA AND GENERAL PUBLIC ABOUT THE NEED FOR, AND SUCCESS OF, SCHOOL CHOICE; DEVELOP AND MOBILIZE AT THE GRASSROOTS LEVEL TO SHOW SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. 278760 22209 CONFERENCES:CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, AND SMALLDONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY. 7205656 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 63 0 1 47 1 0 0 0 0 1 1 0 0 0 X 9 8 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AR CO CT FL GA HI KS KY MA MS MO NV NJ NY NC PA SC TN UT VA WA WI X JENNIFER MILLER 2022801972 10440 LITTLE PATUXENT PARKWAY STE COLUMBIA MD 21044 WILLIAM E OBERNDORF CHAIRMAN 1.50 3.00 X X 0 0 0 JOHN KIRTLEY VICE-CHAIR 0.50 2.00 X X 0 0 0 KATHY HUBBARD SECRETARY 0.75 1.75 X X 0 0 0 LEE BARFIELD II DIRECTOR 0.75 1.75 X 0 0 0 HON JOSEPH LIBERMAN DIRECTOR 0.75 1.75 X 0 0 0 HON KEVIN P CHAVOUS DIRECTOR (THRU 5/22) 0.25 1.75 X 0 0 0 PAUL SHIVERICK DIRECTOR 0.75 1.75 X 0 0 0 ANN DUPLESSIS DIRECTOR 1.00 1.25 X 24000 0 0 JIMMY HASLAM DIRECTOR (THRU 5/22) 0.25 0.75 X 0 0 0 SISTER ROSEMARIE NASSIF DIRECTOR (THRU 5/22) 0.25 1.75 X 0 0 0 EDWARD MCDERMOTT DIRECTOR 0.75 1.75 X 0 0 0 HON SCOTT WALKER DIRECTOR 0.75 1.75 X 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 9.34 30.66 X 343560 0 18921 ELISA CLEMENTS CHIEF OPERATING OFFICER 19.68 20.32 X 236330 0 31322 JENNIFER MILLER CFO/TREASURER 22.68 17.32 X 237871 0 46032 MARK Z DAWES NATIONAL DIRECTOR OF DEVELOPMENT 23.71 16.29 X 271570 0 50267 RYAN CANTRELL NATIONAL DIRECTOR OF GOVERNMENT AFFAIRS 13.67 26.33 X 217932 0 41039 COREY DEANGELIS SENIOR FELLOW 0.90 39.10 X 195554 0 15877 KATIE LINEHAN NATIONAL DIRECTOR OF COMMUNICATIONS AND MARKETING 7.84 32.16 X 187513 0 29496 STEVE SAXE GENERAL COUNSEL 22.38 17.62 X 177849 0 20769 1892179 0 253723 22 0 1 0 GODFREY KAHN 500 NEW JERSEY AVE NW WASHINGTON DC 53288 LEGAL SERVICES 149276 1 8904961 2147380 8904961 ANNUAL SUMMIT REG/SPONSORS 900099 22209 22209 22209 23722 23722 46001 46001 0 2152156 300 2147380 195 4776 105 4881 4881 MISCELLANEOUS INCOME 900099 39706 39706 39706 8995479 22209 0 68309 1693145 1693145 938037 610311 184746 142980 1480900 963512 291662 225726 59143 39123 12141 7879 104361 68778 23093 12490 157028 106145 30492 20391 235376 177694 57682 28122 28122 663900 663900 839798 562098 122653 155047 19726 53 19673 194897 146143 39235 9519 51849 51849 155362 105021 30421 19920 200963 155373 26663 18927 258765 211600 47165 34343 23051 7914 3378 17439 2898 14251 290 DIRECT PROGRAM EXPENSE 1148949 1148949 COMMUNICATIONS-NEWSLETT 528593 527817 776 25040 98 24942 8835736 7205656 945919 684161 713867 536255 1629687 3301653 1900000 133000 2739 304 117188 219998 230951 193303 64546 37648 306275 986812 4734302 5215670 553202 480197 0 7302 81282 468610 634484 956109 X 1707929 3989960 2391889 269601 4099818 4259561 4734302 5215670 159743 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1166651 53 261006 905645 1166651 1 AMERICAN FEDERATION FOR CHILDREN ACTION FUND - AZ PAC 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 271687320 160000 ALABAMA FEDERATION FOR CHILDREN PAC 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 271687320 36645 HOOSIERS FOR QUALITY EDUCATION PAC 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 275275552 13000 KEEP THE PROMISE MISSOURI PAC 7590 NW TIFFANY SPRINGS PKWY KANSAS CITY MO 64153 873329163 6000 MISSOURI FEDERATION FOR CHILDREN PAC 7509 NW TIFFANY SPRINGS PKWY KANSAS CITY MO 64153 825465511 690000 PART I-A, LINE 1: POLITICAL EXPENDITURES ARE FOR COMMUNICATIONS TO VOTERS ABOUT ISSUES IMPORTANT IN KEY ELECTIONS OR ADVOCATE FOR ELECTION OR DEFEAT OF SPECIFIC CANDIDATES. POLITICAL EXPENDITURES ARE FOR DIRECT MAIL, MEDIA, CONSULTING, POLLING, PURCHASES OF VOTER DATA, RESEARCH AND DIRECT CONTRIBUTIONS. 24572 20709 3863 132483 98698 33785 73896 73896 0 37648 DUE FROM ALLIANCE FOR SCHOOL CHOICE, INC. 467719 SECURITY DEPOSIT 28609 RIGHT-OF-USE ASSET 490484 986812 LEASE LIABILITY 461308 SECURITY DEPOSITS 7302 468610 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 AFC ACTION FUND - AZ PAC 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 271687320 527 160000 0 N/A N/A DIRECT CONTRIBUTION ALABAMA FEDERATION FOR CHILDREN PAC 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 271687320 527 36645 0 N/A N/A DIRECT CONTRIBUTION CHOICE MATTERS FOR KIDS INC 302 SOUTHWEST 25TH STREET OKLAHOMA CITY OK 73109 475667488 501C4 8500 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN OK EDUCATION FOR ALL ALLIANCE INC 10 FRANCIS STREET ANNAPOLIS MD 21041 263688428 501C4 24000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN MD EDUCATION LEADERSHIP COUNCIL INC 433 CARTER AVENUE SE ATLANTA GA 30317 813513735 501C4 70000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN GA HOOSIERS FOR QUALITY EDUCATION 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 261280876 501C4 30000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN IN HOOSIERS FOR QUALITY EDUCATION PAC 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 275275552 527 13000 0 N/A N/A DIRECT CONTRIBUTION IOWA ADVOCATES FOR SCHOOL CHOICE BOX 12219 DES MOINES IA 50312 208971204 501C4 30000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN IA KEEP THE PROMISE MISSOURI PAC 7509 NW TIFFANY SPRINGS PKWY KANSAS CITY MO 64153 873329163 527 6000 0 N/A N/A DIRECT CONTRIBUTION LEADERS FOR A BETTER COMMUNITY INC 1345 N JEFFERSON ST MILWAUKEE WI 53202 475075154 501C4 50000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN WI LET MICHIGAN KIDS LEARN 2145 COMMONS PARKWAY OKEMOS MI 48864 873203200 501C4 250000 0 N/A N/A DIRECT CONTRIBUTION MISSOURI FEDERATION FOR CHILDREN PAC 7509 NW TIFFANY SPRINGS PKWY KANSAS CITY MO 64153 825465511 527 690000 0 N/A N/A DIRECT CONTRIBUTION PARTNERS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 261919258 501C4 200000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN NC SCHOOL CHOICE OHIO ALLIANCE 1335 DUBLIN RD COLUMBUS OH 43215 834292235 501C4 75000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN OH SC OPPORTUNITY NOW PO BOX 12676 COLUMBIA SC 29211 854102640 501C4 50000 0 N/A N/A EDUCATIONAL CHOICE SUPPORT IN SC 0 15 PART I, LINE 2: THE ORGANIZATION EMPLOYS AND/OR CONTRACTS WITH INDIVIDUALS WHO WORK IN SELECTED STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP AND PASS SCHOOL CHOICE LEGISLATION. THESE INDIVIDUALS WORK CLOSELY WITH THE ALLIES WITHIN THE SELECTED STATES AND GRANTEE ORGANIZATIONS IN THE STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. X 0 0 0 1 1 0 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 285560 0 58000 0 0 0 0 0 18921 0 362481 0 0 0 MARK Z DAWES NATIONAL DIRECTOR OF DEVELOPMENT 164570 0 107000 0 0 0 17002 0 33265 0 321837 0 0 0 JENNIFER MILLER CFO/TREASURER 197871 0 40000 0 0 0 15000 0 31032 0 283903 0 0 0 ELISA CLEMENTS CHIEF OPERATING OFFICER 196330 0 40000 0 0 0 20500 0 10822 0 267652 0 0 0 RYAN CANTRELL NATIONAL DIRECTOR OF GOVERNMENT AFFA 157932 0 60000 0 0 0 13800 0 27239 0 258971 0 0 0 KATIE LINEHAN NATIONAL DIRECTOR OF COMMUNICATIONS 157513 0 30000 0 0 0 20500 0 8996 0 217009 0 0 0 COREY DEANGELIS SENIOR FELLOW 134554 0 61000 0 0 0 7900 0 7977 0 211431 0 0 0 STEVE SAXE GENERAL COUNSEL 147849 0 30000 0 0 0 7412 0 13357 0 198618 0 0 0 PART I, LINE 5 COMMISSIONS WERE PAID TO THE NATIONAL DIRECTOR OF DEVELOPMENT BASED ON GROSS CONTRIBUTIONS RECEIVED BY THE ORGANIZATION AND ITS AFFILIATED ORGANIZATIONS, ADJUSTED FOR TIMING DIFFERENCE IN PLEDGE RECEIVABLES OR SPECIAL GIFTS. X 2 2147380 PUBLISHED MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A ON DECEMBER 14, 2022 THE BOARD OF DIRECTORS UPDATED THE ORGANIZATION'S EXPENDITURE AUTHORIZATION POLICY AS IT RELATES TO BUDGET AMENDMENTS AS FOLLOWS: 1. CEO AND COO CAN APPROVE EXPENDITURES UP TO $25,000, LIMIT 8 TIMES PER YEAR WITHOUT PRIOR APPROVAL FROM THE BOARD, 2. CHAIRMAN AND VICE-CHAIR CAN APPROVE EXPENDITURES BETWEEN $25,001 AND UP TO $250,000 WITHOUT FULL BOARD APPROVAL, LIMIT OF 4 TIMES PER YEAR, AND 3. EXPENDITURES OVER $250,000 REQUIRE FULL BOARD APPROVAL. FORM 990, PART VI, SECTION A, LINE 4 DURING 2022, THE ORGANIZATION AMENDED THE BYLAWS TO CHANGE ARTICLE I, SECTION 3 AND ARTICLE III, SECTION 4 FOR ANNUAL MEETING TO BE HELD IN THE FIRST QUARTER OF EACH YEAR. IN ADDITION, THE AMENDMENT INCLUDED ADDING SECTION 6 OF ARTICLE III, TO CREATE AN ADVISORY COMMITTEE CALLED THE LEADERSHIP COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 TWO CLASSES OF MEMBERS: DIRECTOR MEMBERS ARE MEMBERS OF THE BOARD OF DIRECTORS WHO HAVE BEEN DULY ELECTED ACCORDING TO THE PROVISIONS OF ARTICLE III OF THE BYLAWS AND SHALL HAVE THE RIGHT TO VOTE ON THE MANAGEMENT AND AFFAIRS OF THE CORPORATION, AS PROVIDED FOR IN THE BYLAWS. ASSOCIATE MEMBERS ARE ANY INDIVIDUAL, PARTNERSHIP, TRUST, FIRM, OR CORPORATION, WHO OR WHICH SHALL PAY ANNUAL DUES TO BE SET BY THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER DOES NOT HAVE THE RIGHT TO VOTE ON THE MANAGEMENT AND AFFAIRS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTOR MEMBERS ARE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED AT THE ANNUAL MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WORKS CLOSELY WITH THE INDEPENDENT AUDITOR AND TAX ADVISORS IN PREPARING AND PROVIDING SCHEDULES AND DOCUMENTATION TO COMPLETE THE FORM 990. ONCE COMPLETED THE FINAL DRAFTS ARE REVIEWED BY CEO, COO, AND INTERNAL LEGAL COUNSEL FOR APPROVAL. IF EDITS NEED TO BE MADE, THE CFO WILL WORK WITH TAX ADVISOR BEFORE FINALIZING. ONCE FINALIZED THE RETURNS ARE SIGNED BY THE CEO, FILED BY THE TAX ADVISOR, AND PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN ANNUAL CONFLICT OF INTEREST AGREEMENTS, WHEREBY THEY MUST DISCLOSE FINANCIAL INTEREST THAT MAY CREATE, OR MAY APPEAR TO CREATE, CONFLICTS OF INTEREST. IN SUCH CIRCUMSTANCES, THE AFFECTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR VOTING BY THE BOARD AS TO THE MATTER AT ISSUE. FORM 990, PART VI, SECTION B, LINE 15 UNDER DIRECTION OF THE CEO, THE COO CARRIES OUT AN ANNUAL REVIEW PROCESS IN AUGUST. MANAGERS EVALUATE STAFF, DISCUSS REVIEWS WITH THEM AND REPORT BACK TO THE COO AND CEO. COMPENSATION ADJUSTMENTS ARE COMMUNICATED TO STAFF PRIOR TO YEAR-END, EFFECTIVE FOR THE SUBSEQUENT CALENDAR YEAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 522111508 RESEARCH, EDUCATION, AND IMPLEMENT SCHOOL CHOICE IN 501(C)(3) 7 AMERICAN FEDERATION FOR CHILDREN 1 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN 1 NEBRASKA FEDERATION FOR CHILDREN PAC 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 850636256 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. TO STATE ELECTIONS NE 527 N/A AMER FEDERATION FOR CHILDREN ACTION FUND 0 TEXAS FEDERATION FOR CHILDREN PAC INC 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 843895713 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. TO STATE ELECTIONS TX 527 N/A AMER FEDERATION FOR CHILDREN ACTION FUND 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND INC B 36645 CASH AMERICAN FEDERATION FOR CHILDREN ACTION FUND INC Q 160000 CASH NEBRASKA FEDERATION FOR CHILDREN PAC Q 881 ACTUAL VALUE TEXAS FEDERATION FOR CHILDREN PAC INC Q 3456 ACTUAL VALUE TEXAS FEDERATION FOR CHILDREN PAC INC O 11242 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC N 208438 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC O 3509286 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC Q 2032276 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC P 20783 ACTUAL VALUE