2024-11-01T16:26:23-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 522111508 AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC AMER 2022801990 10440 LITTLE PATUXENT PKWY 300-343 COLUMBIA MD 21044 THOMAS SCHULTZ CEO 2022801990 2024-10-30 1 0 AMY CHAPMAN P00843460 5712279500 2024-10-28 2023 2024-10-15 13:58:12Z THOMAS SCHULTZ 5950 BERKSHIRE LANE STE 325 DALLAS TX 75225 13111419 0 X WWW.AFCGROWTHFUND.ORG X 1998 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 LOWER-INCOME CHILDREN, ACCESS THE QUALITY EDUCATION NECESSARY TO REACH THEIR FULL POTENTIAL. 10 9 0 11 0 0 10128967 11935310 0 14940 37279 76211 -53592 1067 10112654 12027528 3490162 2051700 0 0 0 4000 0 193686 940808 8106055 9868365 11596217 12117751 -1483563 -90223 7919910 8024821 691689 850271 7228221 7174550 TO EMPOWER FAMILIES, ESPECIALLY LOWER-INCOME FAMILIES, WITH THE FREEDOM TO CHOOSE THE BEST K-12 EDUCATION FOR THEIR CHILDREN. 0 0 5891312 2051700 DIRECT STATE SUPPORT: DIRECT GRANTS MADE TO NON-PROFIT ORGANIZATIONS, CONTRACTS WITH CONSULTANTS AND DIRECT EXPENSES INCURRED WITHIN SELECT STATES THROUGHOUT THE COUNTRY TO SUPPORT EFFORTS TO DEVELOP, GROW, AND IMPLEMENT SCHOOL CHOICE PROGRAMS INCLUDING MARKETING AND ADVERTISING PROGRAMS PROMOTING EDUCATIONAL CHOICE PROGRAMS BY TARGETING ELIGIBLE FAMILIES TO RAISE AWARENESS OF AND INCREASE PARTICIPATION IN EXISTING PRIVATE SCHOOL CHOICE PROGRAMS AVAILABLE TO THE FAMILIES IN THEIR RESPECTIVE STATES. 4045586 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 SUPPORT FOR SCHOOL CHOICE; CONDUCT PRINT, BROADCAST, DIGITAL, AND SOCIAL MEDIA ACTIVITIES TO PROMOTE SCHOOL CHOICE AROUND THE COUNTRY. HOST FELLOWSHIP PROGRAMS TO TRAIN FORMER RECIPIENTS OF SCHOOL CHOICE PROGRAMS AND COMMUNITY LEADERS TO PROMOTE SCHOOL CHOICE. 225821 14940 CONFERENCES: CONDUCT OR PARTICIPATE IN TRAINING SEMINARS, CONFERENCES, AND SMALL DONOR EVENTS FOR SCHOLARS AND ACTIVISTS TO DEVELOP STRATEGIES FOR ADVANCING AND PROMOTING SCHOOL CHOICE AROUND THE COUNTRY. 10162719 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 75 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JENNIFER MILLER 2022801972 10440 LITTLE PATUXENT PARKWAY STE COLUMBIA MD 21044 X WILLIAM E OBERNDORF CHAIRMAN 2.00 2.50 X X 0 0 0 JOHN KIRTLEY VICE-CHAIR 1.00 1.50 X X 0 0 0 KATHY HUBBARD SECRETARY 1.00 1.50 X X 0 0 0 LEE BARFIELD II DIRECTOR 1.00 1.50 X 0 0 0 HON JOSEPH LIEBERMAN DIRECTOR 1.00 1.50 X 0 0 0 HON KEVIN P CHAVOUS DIRECTOR 1.00 0.00 X 0 0 0 PAUL SHIVERICK DIRECTOR 1.00 1.50 X 0 0 0 ANN DUPLESSIS DIRECTOR 0.50 1.75 X 4000 18000 0 SISTER ROSEMARIE NASSIF DIRECTOR 1.00 0.00 X 0 0 0 EDWARD MCDERMOTT DIRECTOR 1.00 1.50 X 0 0 0 HON SCOTT WALKER DIRECTOR (THRU 2/23) 1.00 1.50 X 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 24.10 15.90 X 0 404096 32333 ELISA CLEMENTS CHIEF OPERATING OFFICER 24.26 15.74 X 0 331094 24870 JENNIFER MILLER CFO/TREASURER 17.90 22.10 X 0 235865 46916 4000 989055 104119 0 0 1 0 CHARTWELL STRATEGIC ADVISORS 18130 LAMPLIGHTER LANE BROOKFIELD WI 53045 CONSULTING 159600 AQUIRE DIGITAL LLC 2000 GLEN ECHO RD STE 200 NASHVILLE TN 37215 DIGITAL MEDIA ADS 152050 MICHAEL BENJAMIN 2313 MESSENGER CIRCLE SAFETY HARBOR FL 34695 CONSULTING 152000 AWARENESS ANALYTICS PARTNERS LLC 6181 GROVEDALE CT ALEXANDRIA VA 22310 DIGITAL AND MAIL ADS 136600 AMERICAN PHILANTHROPIC LLC PO BOX 1480 HOCKESSIN DE 19707 CONSULTING 122400 8 11935310 1088717 11935310 PROGRAM EVENT - REGISTRATIONS/SPO 990009 14940 14940 14940 110970 110970 1049132 1083891 -34759 -34759 -34759 OTHER INCOME 900099 1067 1067 1067 12027528 14940 0 77278 X 2051700 2051700 4000 4000 5442 5442 31853 31853 193686 193686 1616394 1343518 137035 135841 85425 85425 125867 80308 37936 7623 45204 45204 155050 119063 19447 16540 394119 255842 105898 32379 250014 234839 15175 23723 4170 18948 605 REIMBURSEMENT TO AFFILI 4009081 2951470 604077 453534 COMMUNICATIONS - NEWSLE 1934366 1934366 DIRECT PROGRAM EXPENSES 1183443 1183443 8384 8384 12117751 10162719 1014224 940808 2754986 3289431 4344112 4599215 787000 2001 33812 129361 19953 19953 0 0 4813 7919910 8024821 158970 217287 65000 467719 632984 691689 850271 X 5757194 6954427 1471027 220123 7228221 7174550 7919910 8024821 X -90223 -13 36565 X 0 1 X 1 0 X 7333556 5002787 14302299 10128967 11935310 48702919 7333556 5002787 14302299 10128967 11935310 48702919 23538566 25164353 77968 15216 1461 36126 110970 241741 19897 91053 3457 1067 115474 49060134 41440 0.51290 0.48610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25546 393567 419113 11698638 12117751 755888 188972 0 0 588131 590697 733040 755888 2667756 4001634 258552 419113 677665 147033 147674 183260 188972 666939 1000409 79240 25546 104786 19953 19953 0 0 DUE TO AMERICAN FEDERATION FOR CHILDREN, INC 632984 632984 X 12064080 -13 36565 36552 12027528 0 12027528 12117751 0 12117751 0 12117751 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: REFUND OF PRIOR YEAR STATE GRANT FUNDS 36,565. X X X X 1 UPTOWN SOLUTIONS LLC 2414 19TH STREET NW 34 WASHINGTON DC 20009 ADVISE ON MAJOR-LEVEL PROSPECTING, OUTREACH AND PITCHING APP 0 100000 32500 67500 AMERICAN PHILANTHROPIC LLC 651N VALLEY RD UNIT 1480 HOCKESSIN DE 19707 PLAN AND EXECUTE PROSPECTING MAILINGS AND HOUSE FILE MAILING 0 5092 113186 -108094 BRIARWOOD STRATEGIES LLC 1524 32ND STREET NW WASHINGTON DC 20007 IDENTIFY AND RESEARCH DONOR PROSPECTS, DRAFT FOLLOW UP NOTES 0 0 48000 -48000 105092 193686 -88594 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI LA MO TX 1 EDCHOICE KENTUCKY INC 1042 BURLINGTON LANE FRANKFORT KY 40601 473944426 501C3 50000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN KY INSTITUTE FOR QUALITY EDUCATION 101 WEST OHIO STREET STE 700 INDIANAPOLIS IN 46204 351836687 501C3 100000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN IN KEEP KIDS FIRST 134 S 13TH STREET SUITE 1200 LINCOLN NE 68508 931774731 501C4 375000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN NE OPPORTUNITY SCHOLARSHIPS NEBRASKA 233 S 13TH STREET SUITE 1900 LINCOLN NE 68508 932008470 501C3 250000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN NE PADRES UNIDOS INC 2198 E CAMELBACK ROAD STE 305 PHOENIX AZ 85016 473560089 501C3 15000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN AZ PALMETTO PROMISE INSTITUTE 1711 PENDLETON STREET COLUMBIA SC 29201 263077338 501C3 100000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN SC PARENTS FOR EDUCATIONAL FREEDOM NC 3100 SMOKETREE COURT STE 501 RALEIGH NC 27604 202754466 501C3 450000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN NC SCHOOL CHOICE OHIO 1335 DUBLIN RD COLUMBIA OH 43215 203130699 501C3 650000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN OH SCISSORTAIL COMMUNITY DEVELOPMENT CORP 302 SOUTWEST 25TH STREET OKLAHOMA CITY OK 73109 453091965 501C3 18500 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN OK WEST VIRGINIA FAMILIES UNITED FOR EDUCATION 2325 FLAT TOP EGERIA ROAD FLAT TOP WV 25841 882410199 501C3 27000 0 N/A N/A EDUCATIONAL CHOICE EFFORTS IN WV KEEP KIDS FIRST 134 S 13TH STREET SUITE 1200 LINCOLN NE 68508 931774731 501C4 0 13200 ACTUAL VALUE DIGITAL MEDIA AND RADIO BUYS PAID FOR KEEP KIDS FIRST EDUCATIONAL CHOICE EFFORTS IN NE 9 1 PART I, LINE 2: INDIVIDUALS WHO WORK ON THE ORGANIZATION'S BEHALF WORK WITH GRANTEE ORGANIZATIONS IN SELECTED STATES TO ACCOMPLISH THE GOALS SET OUT IN THE PROPOSALS FOR GRANT FUNDS WHICH INCLUDE TO SUPPORT EFFORTS TO DEVELOP, GROW, IMPLEMENT, PROMOTE, AND RAISE AWARENESS OF SCHOOL CHOICE PROGRAMS. GRANTEES ARE ALSO REQUESTED TO SUBMIT INTERIM AND FINANCIAL REPORTS ON THE PROGRAM ACCOMPLISHMENTS IN ADDITION TO FINANCIAL REPORTING. 0 0 0 0 0 0 0 0 0 THOMAS SCHULTZ CHIEF EXECUTIVE OFFICER 0 334096 0 70000 0 0 0 673 0 31660 0 436429 0 0 ELISA CLEMENTS CHIEF OPERATING OFFICER 0 246094 0 85000 0 0 0 12452 0 12418 0 355964 0 0 JENNIFER MILLER CFO/TREASURER 0 235865 0 0 0 0 0 12500 0 34416 0 282781 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION. THE CHAIRMAN OF THE RELATED ORGANIZATION REVIEWS THE CEO COMPENSATION AND CONDUCTS THE ANNUAL REVIEW. COMPENSATION ADJUSTMENTS FOR THE CEO ARE DISCUSSED WITH THE FULL BOARD DURING EXECUTIVE SESSIONS. THE CEO AND COO CONDUCT EVALUATIONS OF MANAGEMENT AND MANAGERS EVALUATE THEIR STAFF. X 3 1088717 PUBLISHED MKT VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A EXPENDITURE AUTHORIZATION POLICY ADOPTED: EXPENDITURES $25,000 AND LESS MAY BE APPROVED BY CEO AND COO, WITH LIMIT OF 8 TIMES PER YEAR; EXPENDITURES BETWEEN $25,001 AND $250,000 MAY BE APPROVED BY BOARD CHAIRMAN AND VICE-CHAIRMAN OF THE ORGANIZATION, LIMITED TO FOUR TIMES BETWEEN BOARD MEETINGS; EXPENDITURES EXCEEDING $250,000 MUST BE APPROVED BY THE BOARD OF DIRECTORS. 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 AND APPROVED, THE RETURNS ARE SIGNED AND FILED AND THEN 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. IF AT ANY TIME A BOARD MEMBER OR OFFICER BECOMES AWARE OF A TRANSACTION THAT MAY POSE A CONFLICT OF INTEREST, THAT MEMBER IS REQUIRED TO DISCLOSE IN WRITING TO THE BOARD IN ADVANCE OF DISCUSSION OR ACTION THE NATURE AND EXTENT OF A FINANCIAL INTEREST THAT MAY CREATE A CONFLICT 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 C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A AMERICAN FEDERATION FOR CHILDREN GROWTH FUND, INC. DOES NOT REPORT COMPENSATION INFORMATION ON THE ANNUAL FORM 990 BECAUSE THE ORGANIZATION DOES NOT HAVE EMPLOYEES AS DEFINED UNDER IRS STATUTE. OUR RELATED ORGANIZATION, AMERICAN FEDERATION FOR CHILDREN, INC., EMPLOYS STAFF, WHO THEN RECORD TIME SPENT ON 501C3 RELATED ACTIVITIES PER A WEEKLY TIME ALLOCATION SCHEDULE. THE GROWTH FUND THEN REIMBURSES THE RELATED ORGANIZATION BASED ON ACTUAL TIME SPENT ON THESE ACTIVITIES. FORM 990, PART IX, LINE 11G FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 1,343,518. MANAGEMENT AND GENERAL EXPENSES 137,035. FUNDRAISING EXPENSES 135,841. TOTAL EXPENSES 1,616,394. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR STATE GRANT FUNDS 36,565. AMERICAN FEDERATION FOR CHILDREN INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 330627955 SUPPORT SCHOOL CHOICE LEGISLATION AND PROGRAMS IN 501(C)(4) N/A N/A 0 AMERICAN FEDERATION FOR CHILDREN ACTION FUND 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 271687320 ADVANCE EDUCATION REFORM BY ENGAGING IN ACTIVITIES RELATED TO STATE ELECTION IN 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 NEBRASKA FEDERATION FOR CHILDREN PAC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 850636256 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. TO STATE ELECTIONS NE 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 TEXAS FEDERATION FOR CHILDREN PAC INC 10440 LITTLE PATUXENT PARKWAY 300-3 COLUMBIA MD 21044 843895713 ADVOCATE EDUCATION REFORM BY ENGAGING IN ACTIVITIES REL. TO STATE ELECTIONS TX 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 AFC VICTORY FUND 228 S WASHINGTON ST STE 115 ALEXANDRIA VA 22314 932598079 FEDERAL PAC ENGAGING IN ELECTIONS TO ADVANCE EDUCATION REFORM TX 527 N/A AMERICAN FEDERATION FOR CHILDREN INC 0 KEEP KIDS FIRST 2077 N STREET SUITE 320 LINCOLN NE 68510 931774731 ADVOCATE EDUCATION REFORM BY ENGAGING IN STATE BALLOT MEASURE ACTIVITY NE 501(C)(4) N/A AMERICAN FEDERATION FOR CHILDREN INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN FEDERATION FOR CHILDREN INC N 155050 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC O 3843816 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC P 2739912 ACTUAL VALUE AMERICAN FEDERATION FOR CHILDREN INC Q 12412 ACTUAL VALUE KEEP KIDS FIRST B 388200 ACTUAL VALUE