2024-09-14T12:08:46-05:00 2023-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 943281780 NEW SCHOOLS FUND NEWS 4156156860 1616 FRANKLIN STREET 1ST FLOOR OAKLAND CA 94612 SHELLEY HUGHES CHIEF OPERATING OFFICER 4156156860 2024-09-09 1 0 KATY BROWN P00650274 9257902600 2024-09-09 2023 2024-08-08 14:25:15Z X NEWSCHOOLS VENTURE FUND CHRIS LOZIER 1616 FRANKLIN STREET 1ST FLOOR OAKLAND CA 94612 156548057 0 X WWW.NEWSCHOOLS.ORG X 1998 CA NEW SCHOOLS FUND'S MISSION IS TO IMPROVE PUBLIC EDUCATION. 11 10 53 11 0 0 71533539 45026641 1165440 0 1807772 3993429 2100 49429 74508851 49069499 40464130 32051500 0 0 10226906 10838041 0 0 1648276 8741320 11630654 59432356 54520195 15076495 -5450696 72482557 66393420 3913596 2448275 68568961 63945145 TO IMPROVE PUBLIC EDUCATION BY IDENTIFYING AND SUPPORTING THE MOST PROMISING EDUCATION VENTURES IN THE COUNTRY, AND CREATING A NATIONWIDE NETWORK OF EDUCATION ENTREPRENEURS COMMITTED TO CLOSING THE ACHIEVEMENT GAP. 0 0 46824118 32051500 0 VENTURE FUNDING AND SUPPORT: NEWSCHOOLS RAISES PHILANTHROPIC DOLLARS AND INVESTS THEM IN ENTREPRENEURS AND TEAMS OF EDUCATORS. WE FIND, FUND, AND SUPPORT ORGANIZATIONS THAT ARE REIMAGINING EDUCATION. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE, NEWSCHOOLS ALSO PROVIDES ADDITIONAL RESOURCES INCLUDING CONVENINGS, ACCESS TO RESEARCH, PARTICIPATION IN A COHORT, AND MANAGMEENT ASSISTANCE, OUR INVESTMENT AREAS ARE INNOVATIVE PUBLIC SCHOOLS, DIVERSE LEADERS, LEARNING SOLUTIONS, RACIAL EQUITY AND LEARNING DIFFERENCES. 46824118 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 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 1 0 0 1 146 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X X CHRIS LOZIER 4156156860 1616 FRANKLIN STREET 1ST FLOOR OAKLAND CA 94612 FRANCES MESSANO CEO (AS OF 1/23) 40.00 X X 491743 0 31523 PAULA SNEED BOARD CHAIR 2.00 X X 0 0 0 IME ARCHIBONG BOARD MEMBER 2.00 X 0 0 0 MICHELLE BOYERS BOARD MEMBER 2.00 X 0 0 0 BROOK BYERS BOARD MEMBER 2.00 X 0 0 0 STACEY CHILDRESS BOARD MEMBER 2.00 X 0 0 0 CORI DUNCAN BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER GABRIELI BOARD MEMBER (THRU 8/23) 2.00 X 0 0 0 ANGEL MORALES BOARD MEMBER 2.00 X 0 0 0 LISETTE NIEVES BOARD MEMBER 2.00 X 0 0 0 KIM SMITH BOARD MEMBER 2.00 X 0 0 0 CHARLIE WOLFSON BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER LOZIER CHIEF OPERATING OFFICER/TREASURER 40.00 X 304435 0 51749 DELICIA JONES CHIEF STRATEGY OFFICER/SECRETARY 40.00 X 305100 0 32563 DANIELLE KRISTINE TOUSSAINT CHIEF EXT. 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CONTRIBUTIONS TO THE ORGANIZATION ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER IRC SECTION 170(B)(1)(A). THE ORGANIZATION'S CURRENT ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 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267500 0 INNOVATIVE SCHOOLS SOCIAL CIPHER 7386 TYLER LANE FONTANA CA 92336 851140752 200000 0 LEARNING DIFFERENCES SOCIAL OPTICS 125 PADDOCK PLACE DRIVE NASHVILLE TN 37122 882186563 250000 0 RACIAL EQUITY SOUTH SHORE CHARTER SCHOOL 25 CHURCH STREET RONKONKOMA NY 11779 880604462 501(C)(3) 240000 0 INNOVATIVE SCHOOLS SPRINGFIELD EMPOWERMENT ZONE PARTNERSHIP 24 SCHOOL STREET BOSTON MA 02108 371770485 501(C)(3) 72500 0 INNOVATIVE SCHOOLS ST LOUIS VOICES ACADEMY OF MEDIA ARTS 1220 OLIVE STREET SUITE 200 ST LOUIS MO 63103 861346123 501(C)(3) 267500 0 INNOVATIVE SCHOOLS START LIGHTHOUSE 234 10TH AVENUE 20603 NEW YORK NY 10017 852137528 501(C)(3) 200000 0 RACIAL EQUITY STEM4REAL 1551 LEHUA STREET HONOLULU HI 96819 825376933 501(C)(3) 250000 0 LEARNING SOLUTIONS TAPESTRY PUBLIC CHARTER SCHOOL (TAPESTRY) 3130 RAYMOND DR DORAVILLE GA 30340 460560091 501(C)(3) 215000 0 INNOVATIVE SCHOOLS TEACH INDY INC 1630 N MERIDIAN STREET SUITE 450 INDIANAPOLIS IN 46202 881682065 501(C)(3) 150000 0 DIVERSE LEADERS & RACIAL EQUITY TEACHERS LIKE ME 4128 TRACY AVENUE KANSAS CITY MO 64110 851954627 501(C)(3) 250000 0 DIVERSE LEADERS & RACIAL EQUITY THE AI EDUCATION PROJECT (AIEDU) 95 THIRD STREET SECOND FLOOR SAN FRANCISCO CA 94103 841839493 501(C)(3) 250000 0 RACIAL EQUITY THE ANCHOR SCHOOL THE ANCHOR SCHOOL ATLANTA GA 30312 853940446 501(C)(3) 315000 0 INNOVATIVE SCHOOLS THE LANGUAGE PRESERVATION PROJECT 1143 FRUITVALE DRIVE HOUSTON TX 77038 844226825 210000 0 DIVERSE LEADERS & RACIAL EQUITY THE MANUFACTURING ADVOCACY AND GROWTH NETWORK (MAGNET) 1800 E 63RD ST CLEVELAND OH 441033833 341455043 501(C)(3) 250000 0 LEARNING DIFFERENCES THE OAKLAND REACH 333 HEGENBERGER ROAD SUITE 750 OAKLAND CA 94608 831289590 501(C)(3) 250000 0 DIVERSE LEADERS & RACIAL EQUITY THE OPPORTUNITY TRUST 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 821838644 501(C)(3) 127500 0 INNOVATIVE SCHOOLS THE PRACTICE SPACE 317 11TH ST RICHMOND RI 94801 815115661 501(C)(3) 200000 0 LEARNING SOLUTIONS THE ROOTS INITIATIVE 12105 SOUTH LA SALLE STREET CHICAGO IL 60628 320659999 501(C)(3) 200000 0 RACIAL EQUITY THE TEACHERS' LOUNGE INC 208 POPLAR STREET ROSLINDALE MA 02131 842578468 210000 0 DIVERSE LEADERS & RACIAL EQUITY THE TRANSITION ACADEMY 3105 GILLHAM ROAD SUITE 200 KANSAS CITY MO 64109 842533606 501(C)(3) 205000 0 RACIAL EQUITY THE UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL STREET MEMPHIS TN 38152 626048540 501(C)(3) 115000 0 INNOVATIVE SCHOOLS THRIVE COMMUNITY SCHOOL FOUNDATION 7300 OLD SANTA FE TRAIL SANTA FE NM 87505 882759623 501(C)(3) 165000 0 INNOVATIVE SCHOOLS TRANSCEND INC PO BOX 24012 NEW YORK NY 100874012 300878820 501(C)(3) 215000 0 INNOVATIVE SCHOOLS TRANSFORMATIVE LEARNING SOLUTIONS 451 LAKELAND DRIVE H-6 HOT SPRINGS AR 71913 824334671 150000 0 LEARNING SOLUTIONS TRUBEL&CO 8 THE GREEN 657A DOVER DE 19901 883957547 501(C)(3) 200000 0 RACIAL EQUITY TRUE MEASURE COLLABORATIVE 618 NW 75TH ST SEATTLE WA 98117 881813581 501(C)(3) 250000 0 RACIAL EQUITY TRUEFIKTION 235 WEST VAN BUREN ST UNIT 2405 CHICAGO IL 60607 834524196 200000 0 LEARNING SOLUTIONS UPLIFT K12 LLC 945 MCKINNEY ST 12524 HOUSTON TX 77002 851116514 250000 0 LEARNING SOLUTIONS VERTEX PARTNERSHIP NETWORK 230 E 124TH STREET 4C NEW YORK NY 10035 834296806 501(C)(3) 165000 0 INNOVATIVE SCHOOLS VIMENTI PO BOX 31341 SAN JUAN PR 009290000 660982894 501(C)(3) 152500 0 INNOVATIVE SCHOOLS VOCES UNIDAS DE LA MONTAAS P O BOX 3157 GLENWOOD SPRINGS CO 81602 850993139 501(C)(3) 150000 0 DIVERSE LEADERS & RACIAL EQUITY VOLUNTEER SCHOOLS 1008 BATE AVENUE NASHVILLE TN 37204 854371448 501(C)(3) 200000 0 RACIAL EQUITY WARWICK COMMUNITY SCHOOL (TOWN OF WARWICK) 12 ATHOL RD WARWICK MA 01378 040001338 GOVT 65000 0 INNOVATIVE SCHOOLS WASHTENAW INTERMEDIATE SCHOOL DISTRICT 1819 SOUTH WAGNER ROAD PO BOX 1406 ANN ARBOR MI 48106 381717462 GOVT 65000 0 INNOVATIVE SCHOOLS WATTS OF POWER FOUNDATION 1648 W 20TH STREET LOS ANGELES LA 90007 834510126 501(C)(3) 520000 0 DIVERSE LEADERS & RACIAL EQUITY WELFIE 5694 MISSION CENTER RD SAN DIEGO CA 92108 921656335 250000 0 LEARNING DIFFERENCES YOUTH JUSTICE ALLIANCE 1700 S LAMAR BLVD STE 338 AUSTIN TX 78704 861221018 501(C)(3) 200000 0 RACIAL EQUITY YU MING CHARTER SCHOOL II 1086 ALCATRAZ AVENUE OAKLAND CA 94609 274260393 501(C)(3) 165000 0 INNOVATIVE SCHOOLS 111 45 PART I, LINE 2: NEW SCHOOLS' GRANT AGREEMENTS INCLUDE SPECIFICATIONS THAT GRANTEES COMPLETE SPECIFIC MILESTONES OR SUBMIT REPORTS BY CERTAIN DATES IN ORDER TO RECEIVE FUNDS. IN SOME INSTANCES, PARTNERS WILL APPROVE DISBURSEMENT OF FUNDS IF EXTENUATING CIRCUMSTANCES IMPACT MEETING MILESTONES ON A TIMELY BASIS. NEW SCHOOLS' PARTNERS CONDUCT REGULAR MANAGEMENT ASSISTANCE CALLS AND SITE VISITS, ALLOWING THEM TO DIRECTLY MONITOR THE USE OF THE GRANT FUNDING. MONTHLY INTERIM GRANT REPORTING VIA PHONE CALLS AND ZOOM MEETINGS ARE CONDUCTED THROUGHOUT THE GRANT PERIOD. X X X X 1 0 0 0 0 0 0 1 0 FRANCES MESSANO CEO (AS OF 1/23) 447300 0 44443 0 0 0 22500 0 9023 0 523266 0 0 0 DANIELLE KRISTINE TOUSSAINT CHIEF EXT. AFFAIRS OFF. (THRU 12/23) 269389 0 28210 0 48652 0 0 0 21984 0 368235 0 0 0 CHRISTOPHER LOZIER CHIEF OPERATING OFFICER/TREASURER 276800 0 27635 0 0 0 19253 0 32496 0 356184 0 0 0 HEATHER MCMANUS CHIEF PEOPLE OFFICER 289100 0 29533 0 0 0 22304 0 7121 0 348058 0 0 0 DELICIA JONES CHIEF STRATEGY OFFICER/SECRETARY 276800 0 28300 0 0 0 22500 0 10063 0 337663 0 0 0 MIA HOWARD MANAGING PARTNER 240000 0 24066 0 0 0 18096 0 12698 0 294860 0 0 0 CAMERON WHITE PARTNER 214800 0 21716 0 0 0 9461 0 32496 0 278473 0 0 0 MAGGIE ANDREWS DIRECTOR, DEVELOPMENT 203900 0 26034 0 0 0 18395 0 29007 0 277336 0 0 0 JASON ATWOOD DIRECTOR, RESEARCH & LEARNING 210800 0 21385 0 0 0 22500 0 12698 0 267383 0 0 0 NATALIE WILSON PARTNER, EQUITABLE INVESTING 202400 0 26160 0 0 0 9142 0 21239 0 258941 0 0 0 PART I, LINE 4A THE ORGANIZATION PROVIDED SEVERANCE AND A PRO-RATED BONUS TO DANIELLE KRISTINE TOUSSAINT, CHIEF EXTERNAL AFFAIRS OFFICER, AMOUNTING TO $76,762. THIS INCLUDED $48,652 IN SEVERANCE PAY AND A PRO-RATED BONUS OF $28,210. SHE PARTED WAYS WITH NEWSCHOOLS IN DECEMBER 2023. PART I, LINE 7 BONUSES ARE NON-FIXED PAYMENTS AND ARE DETERMINED AT YEAR-END BASED ON THE COMPLETION OF ORGANIZATION-WIDE GOALS. BONUSES ARE PAID OUT BASED ON THE DISCRETION OF THE BOARD. X 3 5062648 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 4 IN 2023, THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS. THE CHANGES INCLUDE: 1. THE MAXIMUM NUMBER OF BOARD DIRECTORS SHALL BE LIMITED TO 15. 2. THE AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE RETENTION AND TERMINATION OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT TO SERVE AS AUDITOR, AS WELL AS NEGOTIATE AND APPROVE THE AUDITOR'S COMPENSATION ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S ACCOUNTING FIRM WILL FORWARD THE FORM 990 TO THE FINANCE DIRECTOR FOR REVIEW. THE FINANCE DIRECTOR WILL THEN FORWARD THE FORM 990 TO THE CEO AND COO FOR REVIEW. THE FORM 990 WILL THEN BE SHARED WITH THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS. THE COO ENCOURAGES THE BOARD OF DIRECTORS TO REVIEW THE FORM 990 AND TO FORWARD ANY QUESTIONS. THE COO WILL ADDRESS QUESTIONS FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ITS OFFICERS, EMPLOYEES, AND AGENTS REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE CEO, WHO REVIEWS ANY SUCH REPORT WITH THE FULL BOARD OF DIRECTORS, WHICH THEN MAKES A DETERMINATION AS TO WHETHER ANY SUCH CONFLICT EXISTS. THE BOARD OF DIRECTORS DOCUMENTS ANY SUCH DETERMINATION IN THE MINUTES OF THE APPROPRIATE MEETINGS OF THE BOARD OF DIRECTORS AND ANY DIRECTIVE PERTAINING THERETO. CONFLICTS THAT RELATE TO AN INVESTMENT DECISION REQUIRING BOARD APPROVAL RESULT IN THE RECUSAL OF THAT INDIVIDUAL FROM THE RECOMMENDATION AND APPROVAL PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINED COMPENSATION STUDIES FROM SEVERAL INDEPENDENT SOURCES TO COMPILE INFORMATION USED AS A METRIC FOR SALARY INCREASES ACROSS THE ORGANIZATION, INCLUDING THE CEO AND OTHER EXECUTIVE MANAGEMENT. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS (BOD), CONDUCTS THE REVIEW OF THE CEO AND DEVELOPS A RECOMMENDATION FOR THE FULL BOD. THE FORMAL PERFORMANCE EVALUATION AND COMPENSATION DECISION IS DONE IN EXECUTIVE SESSION. THE CEO CONDUCTS PERFORMANCE REVIEWS AND SETS COMPENSATION FOR THE SENIOR EXECUTIVES REPORTING TO HER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT ALL TIMES ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 5,337,417. MANAGEMENT AND GENERAL EXPENSES 4,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,341,617. PROJECT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,078,974. MANAGEMENT AND GENERAL EXPENSES 787,935. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 1,867,409. NEWSCHOOLS SEED FUND LP 474 BRYANT STREET SAN FRANCISCO CA 94107 813037754 ACQUIRE & HOLD MISSION RELATED INVESTMENTS CA NEW SCHOOLS FUND RELATED 803595 2525648 0 0 0.80000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NEWSCHOOLS SEED LP S 1160902 FMV