2024-11-13T12:17:10-06:00 2023-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-01-01 330522594 AVID CENTER AVID 8583804800 9797 AERO DRIVE 100 SAN DIEGO CA 92123 THUAN NGUYEN PRESIDENT AND CEO 8583804800 2024-11-06 1 0 DEBRA D SMITH CPA P00646873 7604318440 2024-11-06 2023 2024-10-15 13:58:12Z THUAN NGUYEN 9797 AERO DRIVE 100 SAN DIEGO CA 92123 89575233 0 X WWW.AVID.ORG X 1992 CA TO CLOSE THE OPPORTUNITY GAP SO ALL STUDENTS ARE COLLEGE AND CAREER READY. 10 9 965 0 -74032 0 1944034 1810796 71125791 76941192 -168691 3117249 4883414 5071976 77784548 86941213 120000 120000 0 0 47340269 48090122 0 0 289751 33714158 33590527 81174427 81800649 -3389879 5140564 144965219 149027888 43407648 37742896 101557571 111284992 X TO CLOSE THE OPPORTUNITY GAP BY PREPARING ALL STUDENTS FOR COLLEGE AND CAREER SUCCESS IN A GLOBAL SOCIETY. AVID PROVIDES PROFESSIONAL DEVELOPMENT TRAINING, COACHING, RESOURCES AND ONGOING SUPPORT TO SCHOOLS IMPLEMENTING AVID. AVID DEVELOPS THE CURRICULUM USED IN THE ELECTIVE AND INSTRUCTIONAL PRACTICES FOR CONTENT AREA. 0 0 52698162 120000 37714455 AVID IS A NON-PROFIT ORGANIZATION THAT WORKS WITH SCHOOLS TO CLOSE THE OPPORTUNITY GAP SO THAT ALL STUDENTS ARE COLLEGE AND CAREER READY. AVID'S COLLEGE AND CAREER READINESS SYSTEM IS IMPLEMENTED BY MORE THAN 7,700 SCHOOLS IN 46 STATES. WE IMPACTED MORE THAN 80,000 EDUCATORS WITH PROFESSIONAL LEARNING IN 2023 AND PROVIDED RESOURCES FOR MORE THAN 300,000 EDUCATORS. 18405755 36370275 AVID CENTER CONDUCTS FACE TO FACE AND VIRTUAL TRAININGS ACROSS THE COUNTRY TO PROVIDE PROFESSIONAL DEVELOPMENT TRAINING TO AVID SITES. THE TRAININGS ARE DESIGNED TO ENSURE SUCCESSFUL IMPLEMENTATION OF THE AVID PROGRAM. 301020 3060930 AVID PROVIDES A SERIES OF PROFESSIONAL LEARNING FOR DISTRICT ADMINISTRATORS WHO DIRECT THE AVID IMPLEMENTATION IN THE DISTRICT. AVID DISTRICT DIRECTORS ATTEND VARIOUS SESSIONS, DESIGNED TO HELP THEM LEAD THE AVID PROGRAM IN THEIR DISTRICT. 1191576 4949312 AVID CONDUCTS VIRTUAL AND FACE-TO-FACE, TWO-DAY PROFESSIONAL DEVELOPMENT PATH TRAININGS. 1191576 4949312 72596513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 965 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID GREULICH 8583804800 9797 AERO DRIVE SUITE 100 SAN DIEGO CA 92123 ELIGIO PIMENTEL ESQ BOARD CHAIR/TREASURER 1.00 X X 0 0 0 CLARENCE FIELDS BOARD VICE CHAIR/SECRETARY 1.00 X X 0 0 0 NORI JUBA DIRECTOR 1.00 X 0 0 0 MARY CATHERINE SWANSON DIRECTOR 1.00 X 0 0 0 KATHY DEERING DIRECTOR 1.00 X 0 0 0 JOSH EDELMAN DIRECTOR 1.00 X 0 0 0 DAVE GORDON DIRECTOR 1.00 X 0 0 0 COLONEL ROBERT GORDON RET DIRECTOR 1.00 X 0 0 0 TONJUA WILLIAMS DIRECTOR 1.00 X 0 0 0 THUAN NGUYEN PRESIDENT AND CEO 40.00 X X 742772 0 57109 STEVE SILBERMAN CHIEF BUSINESS OFFICER 40.00 X 384299 0 64609 MARIA DARIE - START 080723 CHIEF FINANCIAL OFFICER 40.00 X 104071 0 20723 MELISSA FOWLER CHIEF ENGAGEMENT OFFICER 40.00 X 288770 0 44873 LYNN KEPP VICE PRESIDENT 40.00 X 267365 0 41250 ALIBER LOZANO VICE PRESIDENT 40.00 X 265404 0 33750 MELISSA COLE VICE PRESIDENT 40.00 X 227015 0 36529 ALLEN JOHNSON VICE PRESIDENT 40.00 X 195494 0 66536 WENDELL BROWN VICE PRESIDENT 40.00 X 238783 0 42023 CHRISTEN NG - TERM 102823 VICE PRESIDENT 40.00 X 326198 0 40438 ERIKA WAGNER SENIOR DIRECTOR 40.00 X 250640 0 30743 DENNIS JOHNSTON HEAD OF RESEARCH 40.00 X 245196 0 48823 EILEEN FRIOU HEAD OF SPECIAL PROJECTS, LPPS 40.00 X 244043 0 70859 CHARLENE WREN DIRECTOR 40.00 X 229661 0 39785 MICHELLE-NOELLE MAGALLANEZ HEAD OF SPECIAL PROJECTS 40.00 X 224460 0 44638 4234171 0 682688 90 0 1 0 MUHAMMAD ALI 103 FIELDHOUSE WAY WINNIPEG CA PROGRAMMING 111859 1 1098387 712409 1810796 CONTRACT REVENUE 900099 32918072 32918072 SUMMER INSTITUTE 900099 32412064 32412064 VIRTUAL LEARNING 900099 9091970 9091970 OTHER INCOME 900099 2519086 2519086 76941192 3117249 3117249 2041531 2123335 -81804 -81804 -74032 -7772 5664465 510685 5153780 5153780 86941213 82094972 -74032 3109477 120000 120000 3488009 2530889 957120 34987310 31526723 3230843 229744 3128373 2714441 413932 3368658 2959110 366672 42876 3117772 2775856 324785 17131 168051 168051 113204 41292 71912 79868 79868 4615596 3911267 704329 206982 179596 27386 269898 269898 2490143 1995824 494319 123531 123531 5236057 5236057 7288426 7285469 2957 422229 320894 101335 915225 695571 219654 361439 282448 78991 EQUIPMENT/CONFERENCE RE 4317395 3849939 467456 0 UTILITIES AND TELEPHONE 3608450 3596877 11573 0 PROGRAM FACILITIES 709426 709426 0 0 CREDIT CARD FEES 703487 0 703487 0 1961120 1471405 489715 81800649 72596513 8914385 289751 29216987 0 10939199 42971905 13727743 9762073 935904 943470 1285142 1113974 37833780 10384588 29131023 27449192 50018700 57040997 6538528 6695623 3019000 3019000 152993 31654 144965219 149027888 9727828 8459004 8684021 5044292 24841662 24207506 154137 32094 43407648 37742896 X 100478483 109379533 1079088 1905459 101557571 111284992 144965219 149027888 5140564 4586857 0 X 0 1 X 1 0 X 2340394 1588509 8990754 1647333 1810796 16377786 74853150 57880647 65755746 77163135 82605657 358258335 77193544 59469156 74746500 78810468 84416453 374636121 0 0 0 374636121 1588297 1598946 1181063 1464261 3311217 9143784 1588297 1598946 1181063 1464261 3311217 9143784 553 74543 0 75096 78781841 61068102 75928116 80349272 87727670 383855001 0.97600 0.98060 0.02380 0.01920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2897856 4590144 7488000 11028389 17468739 9585260 18911868 733929 725013 8916 1114723 74315 1040408 27449192 OPERATING LEASE LIABILITIES 32094 32094 X 94082222 4586857 2634020 7220877 86861345 79868 79868 86941213 84354801 2634020 2634020 81720781 79868 79868 81800649 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 510,685. RENTAL EXPENSES NETTED WITH RELATED REVENUE 2,123,335. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 510,685. RENTAL EXPENSES NETTED WITH RELATED REVENUE 2,123,335. 1 COLLEGE SCHOLARSHIPS 5 70000 TEACHER SCHOLARSHIPS 5 50000 PART I, LINE 2: COLLEGE SCHOLARSHIPS ARE ADMINISTERED BY THE SAN DIEGO FOUNDATION: FUNDING FOR SCHOLARSHIPS IS SENT DIRECTLY TO THE FINANCIAL AID OFFICE OF THE UNIVERSITY WHICH THE STUDENT PLANS TO ATTEND. AVID ASKS FOR THE FOLLOWING IN ORDER TO SEND PAYMENT TO THE UNIVERSITY: 1. END OF YEAR TRANSCRIPT FROM THEIR HIGH SCHOOL. 2. UNIVERSITY ACCEPTANCE LETTER AND PROOF OF ENROLLMENT. 3. ALUMNI SURVEY FOR STUDENTS SUCH AS THE FOUNDER'S SCHOLARSHIP RECIPIENT, THAT MUST BE SUBMITTED ANNUALLY. TEACHERS SCHOLARSHIPS: THE TEACHERS FROM CALIFORNIA SUBMIT AN APPLICATION FOR THE SCHOLARSHIP. THERE IS A TEAM OF PEOPLE THAT REVIEW THE APPLICATIONS AND DECIDE ON THE WINNERS. THE FUNDING IS GIVEN DIRECTLY TO THE TEACHERS. THERE IS NO FOLLOW UP. 1 X X X X X 1 1 0 0 0 0 0 0 0 THUAN NGUYEN PRESIDENT AND CEO 642772 0 100000 0 0 0 33750 0 23359 0 799881 0 0 0 STEVE SILBERMAN CHIEF BUSINESS OFFICER 298800 0 85499 0 0 0 41250 0 23359 0 448908 0 0 0 CHRISTEN NG - TERM 102823 VICE PRESIDENT 260388 0 65810 0 0 0 31168 0 9270 0 366636 0 0 0 MELISSA FOWLER CHIEF ENGAGEMENT OFFICER 234690 0 54080 0 0 0 33750 0 11123 0 333643 0 0 0 EILEEN FRIOU HEAD OF SPECIAL PROJECTS, LPPS 192668 0 51375 0 0 0 47500 0 23359 0 314902 0 0 0 LYNN KEPP VICE PRESIDENT 216020 0 51345 0 0 0 41250 0 0 0 308615 0 0 0 ALIBER LOZANO VICE PRESIDENT 215578 0 49826 0 0 0 33750 0 0 0 299154 0 0 0 DENNIS JOHNSTON HEAD OF RESEARCH 194235 0 50961 0 0 0 34738 0 14085 0 294019 0 0 0 ERIKA WAGNER SENIOR DIRECTOR 199426 0 51214 0 0 0 16658 0 14085 0 281383 0 0 0 WENDELL BROWN VICE PRESIDENT 196296 0 42487 0 0 0 30900 0 11123 0 280806 0 0 0 CHARLENE WREN DIRECTOR 185283 0 44378 0 0 0 26875 0 12910 0 269446 0 0 0 MICHELLE-NOELLE MAGALLANEZ HEAD OF SPECIAL PROJECTS 177881 0 46579 0 0 0 33515 0 11123 0 269098 0 0 0 MELISSA COLE VICE PRESIDENT 184529 0 42486 0 0 0 11501 0 25028 0 263544 0 0 0 ALLEN JOHNSON VICE PRESIDENT 159702 0 35792 0 0 0 41250 0 25286 0 262030 0 0 0 PART I, LINE 1A PART I, LINES 4A-B CHRISTEN NG RECEIVED A SEVERANCE PAY OF $38,400. AVID'S 457F PLAN IS A NON-QUALIFIED PLAN AVAILABLE ONLY TO THE CEO, WITH DISTRIBUTIONS SCHEDULED ANNUALLY OVER A PERIOD OF 5 YEARS. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 000000000 2017-01-10 21951472 BUILDING PURCHASE 0 0 0 A 21951472 154349 21797123 2017 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 4 THE BOARD AMENDED ITS BYLAWS TO SPECIFY THE CEO SHOULD BE ON LEAVE FROM THE BOARD ANYTIME HE/SHE IS ON LEAVE AS CEO AND TO SPECIFY THAT ANYTIME THE BOARD CREATES A COMMITTEE OR AD HOC COMMITTEE THE COMMITTEE SHOULD HAVE A CHARTER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN FINAL DRAFT FORM BY THE CEO, CBO, CFO AND THE CONTROLLER ALONG WITH THE AUDIT COMMITTEE. ONCE THE 990 IS APPROVED BY THE AUDIT COMMITTEE, COPIES ARE DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD SIGNS A COPY OF THE CONFLICT-OF-INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO NOTIFY AVID CENTER OF ANY PROPOSED OR ONGOING TRANSACTIONS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST BY WRITING TO THE CEO OR BOARD CHAIR. IN ADDITION, THE CONFLICT OF INTEREST POLICY REQUIRES ALL EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST; THIS WOULD EXTEND TO AND INCLUDE OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 BOARD POLICY AND THE CEO'S CONTRACT BOTH REQUIRE AN INDEPENDENT SALARY SURVEY. THE CEO IN TURN COMMISSIONS INDEPENDENT SALARY STUDY FOR SENIOR LEADERS. RESULTS ARE PRESENTED TO THE CEO WHO REVIEWS AND APPROVES ANY ADJUSTMENTS FOR SENIOR LEADERSHIP POSITIONS AND THE BOARD APPROVES THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS, WILL BE AVAILABLE UPON REQUEST VIA EMAIL TO THE CEO, CBO, CFO OR CONTROLLER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE UPON REQUEST VIA EMAIL TO THE CEO, CBO, CFO OR CONTROLLER. THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR PUBLIC INSPECTION REQUEST.