2024-12-13T20:39:55-06:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 811823628 EDUCATION FORWARD DC EDUC 2028705259 641 S STREET NW 300 WASHINGTON DC 20001 BISI OYEDELE CHIEF EXECUTIVE OFFICER 2028705259 2024-12-13 1 1 FRANK H SMITH P00639053 2022274000 2024-12-13 2023 2024-10-15 13:58:12Z ABIDEMI B OYEDELE 641 S STREET NW 300 WASHINGTON DC 20001 12998796 0 X WWW.EDFORWARDDC.ORG X 2016 DC TO SUPPORT EDUCATION LEADERS AS THEY STRIVE TO CREATE HIGH-QUALITY, EQUITABLE DC PUBLIC SCHOOLS. 10 10 20 11 0 0 4635738 9314343 648 0 331139 744003 0 0 4967525 10058346 10186767 8517857 0 0 2921014 2891893 0 0 659483 1666409 1205453 14774190 12615203 -9806665 -2556857 17641749 15185897 582490 741149 17059259 14444748 EDUCATION FORWARD DC (ED FORWARD DC) WORKS TO MAKE SURE EVERY DC STUDENT THRIVES BY SUPPORTING AND ADVANCING HIGH-QUALITY AND EQUITABLE EDUCATIONAL EXPERIENCES THAT ENSURE EVERY STUDENT EXCELS. 0 0 5861171 4718249 SCHOOLS AND TALENT - TO ACCELERATE INNOVATION AND IMPROVEMENT IN D.C.'S EDUCATION SYSTEM, ED FORWARD DC SUPPORTS A PORTFOLIO OF SCHOOLS DESIGNED TO SERVE AT-RISK AND SPECIAL EDUCATION STUDENTS WELL AND HUMAN CAPITAL ORGANIZATIONS TO ENSURE THAT SCHOOLS HAVE GREAT TEACHERS AND LEADERS. 4560861 3799608 ADVOCACY AND PUBLIC ENGAGEMENT - ED FORWARD DC BELIEVES THAT EDUCATION POLICIES SHOULD SUSTAIN D.C.'S PROGRESS THAT CREATE THE CONDITIONS UNDER WHICH GREAT SCHOOLS CAN OPEN AND GROW. SCHOOLS SHOULD REFLECT THE CITYWIDE DIVERSITY OF STUDENT NEEDS AND INTERESTS SO THAT EVERY STUDENT CAN GROW. 836778 OTHER PROGRAMS 11258810 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD NC NY VA CA X NAOMI SHACHTER 2027099047 641 S STREET NW 300 WASHINGTON DC 20001 REV DR KENDRICK E CURRY CHAIR UNTIL 06/24 1.00 X X 0 0 0 ABIGAIL SMITH SECRETARY 1.00 X X 0 0 0 SHIVAM MALLICK SHAH TREASURER UNTIL 06/24 1.00 X X 0 0 0 KEVIN BORGMANN DIRECTOR 1.00 X 0 0 0 PATRICK DOBARD DIRECTOR 1.00 X 0 0 0 JOSH EDELMAN DIRECTOR 1.00 X 0 0 0 THALY GERMAIN DIRECTOR UNTIL 08/23 1.00 X 0 0 0 CHERYL HOLCOMB-MCCOY DIRECTOR 1.00 X 0 0 0 CLAUDIA LUJAN DIRECTOR 1.00 X 0 0 0 MARISA PARRELLA DIRECTOR 1.00 X 0 0 0 TIFFANY WILLIAMS DIRECTOR 1.00 X 0 0 0 BISI OYEDELE CEO 40.00 X 293283 0 40901 FONDA SUTTON PARTNER, PUBLIC ENGAGEMENT 40.00 X 206415 0 21403 MARGIE YEAGER MANAGING PARTNER 40.00 X 242500 0 48002 ERIN SHEEHY PARTNER, EXTERNAL RELATION 40.00 X 205541 0 7325 VICKI KOUSSOGLOU CHIEF OPERATING OFFICER 40.00 X 195226 0 19033 MATTHEW NOCELLA SENIOR MANAGER, COMMUNICATIONS 40.00 X 125932 0 14104 MICHAEL DELGADO SENIOR MANAGER, DEVELOPMENT 40.00 X 113326 0 13406 1382223 0 164174 7 0 1 0 0 9314343 9314343 641515 641515 3042938 2940450 102488 102488 102488 10058346 0 0 744003 8517857 8517857 1096925 645795 70112 381018 1478460 1055584 264407 158469 55744 39099 10399 6246 93172 62374 25626 5172 167592 112323 21446 33823 10331 10331 105656 105656 387 387 409336 256515 148196 4625 19803 15507 1642 2654 85162 62660 7264 15238 152596 100479 20258 31859 16874 9708 3961 3205 64732 60725 4007 7036 4633 934 1469 SERVICE CONTRACTS 289605 289605 INTERNAL TEAM MEETINGS 22088 14675 2881 4532 PROFESSIONAL DEVELOPMEN 9686 6389 729 2568 LICENSES AND FEES 4480 334 499 3647 7681 4548 2182 951 12615203 11258810 696910 659483 832704 837779 459 4014391 5429367 2906655 818 45630 60041 11197844 7019517 134927 347514 17641749 15185897 182096 315974 250000 85000 150394 340175 582490 741149 X 5754017 5568748 11305242 8876000 17059259 14444748 17641749 15185897 -2556857 -57654 0 X 0 1 X 1 0 X 16834350 11750569 25933844 4635738 9314343 68468844 16834350 11750569 25933844 4635738 9314343 68468844 23222063 45246781 164398 44178 56400 357366 641515 1263857 69732701 648 0.64890 0.61770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITY 340175 340175 X 10000305 -57654 -57654 10057959 387 387 10058346 12614816 0 12614816 387 387 12615203 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2024, NO PROVISION FOR INCOME TAXES WAS MADE, AS ED FORWARD DC HAD NO NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. 1 PAVE INC 1616 P STREET NW SUITE 120 WASHINGTON DC 20036 812330119 501(C)(3) 900000 0 GENERAL OPERATIONS URBAN INSTITUTE 500 LENFANT PLAZA SOUTHWEST WASHINGTON DC 20024 520880375 501(C)(3) 750000 0 GENERAL OPERATIONS SCHOOL LEADER LAB PO BOX 96503 PMB 40627 WASHINGTON DC 200906503 821581985 501(C)(3) 500000 0 GENERAL OPERATIONS DC CHARTER SCHOOL ALLIANCE 1436 U ST NW WASHINGTON DC 20009 522035104 501(C)(3) 425000 0 GENERAL OPERATIONS EAGLE ACADEMY PUBLIC CHARTER SCHOOL 3400 WHEELER ROAD WASHINGTON DC 20032 760718215 501(C)(3) 400000 0 GENERAL OPERATIONS EDUCATION REFORM NOW 325 GOLD ST STE 201 BROOKLYN NY 11201 203687838 501(C)(3) 400000 0 GENERAL OPERATIONS KIPP DC 2600 VIRGINIA AVE NW WASHINGTON DC 20037 742974642 501(C)(3) 397000 0 GENERAL OPERATIONS GREENHOUSE E3 116 SHORE DRIVE PORTLAND TX 783741420 844743270 501(C)(3) 300000 0 GENERAL OPERATIONS SURGE INSTITUTE 935 W CHESTNUT ST STE 515 CHICAGO IL 60642 471995566 501(C)(3) 300000 0 GENERAL OPERATIONS DC POLICY CENTER 1310 L STREET NW WASHINGTON DC 20005 822380479 501(C)(3) 270000 0 GENERAL OPERATIONS EDUCATION PIONEERS INC 386 FORE STREET 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501(C)(3) 174928 0 GENERAL OPERATIONS APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC 415 MICHIGAN AVE NE WASHINGTON DC 20017 043331760 501(C)(3) 160000 0 GENERAL OPERATIONS FRIENDSHIP PUBLIC CHARTER SCHOOL 1400 FIRST STREET NW WASHINGTON DC 20001 582398964 501(C)(3) 158580 0 GENERAL OPERATIONS WASHINGTON LATIN PUBLIC CHARTER SCHOOL 5200 2ND ST NW WASHINGTON DC 20011 202395640 501(C)(3) 150000 0 GENERAL OPERATIONS CAPITAL EXPERIENCE LAB 712 H STREET NORTHEAST WASHINGTON DC 20002 823821960 501(C)(3) 125000 0 GENERAL OPERATIONS DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 119563 0 GENERAL OPERATIONS CAMBIAR EDUCATION 4653 CARMEL MOUNTAIN ROAD SAN DIEGO CA 91316 813508420 501(C)(3) 100000 0 GENERAL OPERATIONS ADVOCATES FOR JUSTICE AND EDUCATION INC 1200 G ST NW STE 725 WASHINGTON DC 20005 521989809 501(C)(3) 100000 0 GENERAL OPERATIONS THE CREATIVE SCHOOL INC 3200 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20032 823332403 501(C)(3) 100000 0 GENERAL OPERATIONS MARY'S CENTER FOR MATERNAL AND CHILD CARE INC 2333 ONTARIO ROAD NW WASHINGTON DC 200092627 521594116 501(C)(3) 96746 0 GENERAL OPERATIONS KINDRED INC PO BOX 96503 PMB 73621 WASHINGTON DC 20090 821473580 501(C)(3) 93500 0 GENERAL OPERATIONS LEE MONTESSORI PUBLIC CHARTER SCHOOL 3025 4TH STREET NE WASHINGTON DC 20017 454726453 501(C)(3) 80000 0 GENERAL OPERATIONS BLACK SWAN ACADEMY 104 MICHIGAN AVE NE C23 WASHINGTON DC 20017 464244374 501(C)(3) 75000 0 GENERAL OPERATIONS ELSIE WHITLOW STOKES PCS ELSIE WHITLOW STOKES COMMUNITY PCS WASHINGTON DC 20017 522094777 501(C)(3) 73344 0 GENERAL OPERATIONS DC WILDFLOWER PCS 413 L STREET SOUTHEAST WASHINGTON DC 20003 870961832 501(C)(3) 71250 0 GENERAL OPERATIONS TRANSCEND INC PO BOX 83332 WOBURN MA 01813 300878820 501(C)(3) 65875 0 GENERAL OPERATIONS PAUL PUBLIC CHARTER SCHOOL INC 5800 8TH STREET NW WASHINGTON DC 20011 512139528 501(C)(3) 56000 0 GENERAL OPERATIONS MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL 30 P STREET NW WASHINGTON DC 20001 262569958 501(C)(3) 54061 0 GENERAL OPERATIONS UPLIFTED SCHOOL SERVICES 327 ASHBY STREET ALEXANDRIA VA 22305 842220225 50000 0 GENERAL OPERATIONS INNOVATE PUBLIC SCHOOLS 101 JEFFERSON DRIVE MENLO PARK CA 94025 462155826 501(C)(3) 50000 0 GENERAL OPERATIONS TEACH FOR AMERICA INC 25 BROADWAY ST NEW YORK NY 10004 133541913 501(C)(3) 45000 0 GENERAL OPERATIONS TWO RIVERS PUBLIC CHARTER SCHOOL INC 1227 4TH ST NE WASHINGTON DC 20002 412089357 501(C)(3) 33575 0 GENERAL OPERATIONS THURGOOD MARSHALL ACADEMY 2427 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20020 522265744 501(C)(3) 30142 0 GENERAL OPERATIONS SHALINI SHYBUT VENTURES LLC 1211 FARRAGUT STREET NORTHWEST WASHINGTON DC 20011 922695184 501(C)(3) 30000 0 GENERAL OPERATIONS EDNAVIGATOR 612 ANDREW HIGGINS BOULEVARD NEW ORLEANS LA 70130 473909778 501(C)(3) 25000 0 GENERAL OPERATIONS FEDERAL CITY COUNCIL 1310 L ST NW STE 325 WASHINGTON DC 200054383 530219643 501(C)(3) 25000 0 GENERAL OPERATIONS DC SPECIAL EDUCATION COOPERATIVE 1112 11TH STREET NW WASHINGTON DC 20001 522260620 15000 0 GENERAL OPERATIONS SOCIAL JUSTICE PUBLIC CHARTER SCHOOL 5450 3RD STREET NE WASHINGTON DC 20011 825082397 501(C)(3) 15000 0 GENERAL OPERATIONS THE WILDFLOWER FOUNDATION 5500 NICOLLET AVENUE 19590 MINNEAPOLIS MN 55408 812826681 501(C)(3) 10000 0 GENERAL OPERATIONS CAPITAL CITY PUBLIC CHARTER SCHOOL 100 PEABODY ST NW WASHINGTON DC 20011 522210775 501(C)(3) 6789 0 GENERAL OPERATIONS 46 2 PART I, LINE 2: ED FORWARD DC ISSUES GRANTS THAT ARE CONDITIONAL UPON MEETING SPECIFIC MILESTONES AS SPECIFIED IN EACH GRANT AGREEMENT. ED FORWARD DC DISBURSES FUNDS ONLY UPON SUCCESSFUL COMPLETION OF MILESTONES, OR IN SOME INSTANCES, WHERE THE SENIOR LEADERSHIP TEAM APPROVES A JUSTIFICATION MEMO EXPLAINING THE EXTENUATING CIRCUMSTANCES FOR THE LACK OF COMPLETING THE MILESTONES. ED FORWARD DC MONITORS THE USE OF ITS GRANTED FUNDS BY REQUIRING REGULAR REPORTING FROM THE GRANTEE ORGANIZATIONS. IN ADDITION, FOR ORGANIZATIONS WHO RECEIVE SIGNIFICANT GRANTS, ED FORWARD DC MAY ASSIGN ONE OF ITS LEADERS TO THE BOARD OF THE GRANTEE ORGANIZATION SUCH THAT S/HE CAN DIRECTLY MONITOR THE USE OF GRANTED FUNDS THROUGH PARTICIPATION IN REGULAR BOARD MEETINGS OF THE GRANTEE ORGANIZATION. X X X 0 0 0 0 0 0 0 1 0 BISI OYEDELE CEO 293283 0 0 0 0 0 12161 0 28740 0 334184 0 0 0 MARGIE YEAGER MANAGING PARTNER 222500 0 20000 0 0 0 10270 0 37732 0 290502 0 0 0 FONDA SUTTON PARTNER, PUBLIC ENGAGEMENT 206415 0 0 0 0 0 5789 0 15614 0 227818 0 0 0 VICKI KOUSSOGLOU CHIEF OPERATING OFFICER 185226 0 10000 0 0 0 7974 0 11059 0 214259 0 0 0 ERIN SHEEHY PARTNER, EXTERNAL RELATION 195541 0 10000 0 0 0 5418 0 1907 0 212866 0 0 0 PART I, LINE 7 MARGERY YEAGER, ERIN SHEEHY, AND VIKI KOUSSOGLOU RECEIVED RETENTION BONUSES DURING CALENDAR YEAR 2023. SHALINI SHYBUT VENTURES LLC ENTITY CONTROLLED BY FORMER KEY EMPLOYEE 30000 GRANT SUPPORT FOR EDUCATION LEADER COACHING FORM 990, PART VI, SECTION B, LINE 11B ED FORWARD DC HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER PREPARATION, MANAGEMENT REVIEWS THE FEDERAL FORM 990 AND SUBMITS IT TO THE FINANCE COMMITTEE. ONCE ANY QUESTIONS OR CORRECTIONS ARE ADDRESSED FROM THE FINANCE COMMITTEE, THE FEDERAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. UPON THEIR REVIEW AND ACCEPTANCE, IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ED FORWARD DC'S CHAIR AND CHIEF EXECUTIVE OFFICER ANNUALLY GATHERS AND EXAMINES ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM THE BOARD OF DIRECTORS AND STAFF IN ORDER TO BE FAMILIAR WITH ALL BOARD MEMBERS AND THEIR ORGANIZATION AFFILIATIONS. SHOULD A CONFLICT OF INTEREST BE DISCOVERED, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON WHETHER ED FORWARD DC SHOULD PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTIONS AND SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION FOR THE CEO. DECISIONS ARE MADE USING COMPARABLE INFORMATION FROM SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN THE EDUCATION SECTOR. IN ADDITION, A COMPENSATION BENCHMARK STUDY FOR THE CEO IS COMMISSIONED EVERY THREE YEARS. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE FULL BOARD AFTER THE FINANCE COMMITTEE APPROVES THE COMPENSATION. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE PERFORMED. COMPENSATION FOR OTHER LEADERSHIP TEAM MEMBERS IS REVIEWED ANNUALLY BY THE CEO BASED ON A COMPENSATION BENCHMARK STUDY EVERY THREE YEARS. THIS PROCESS WAS LAST COMPLETED JULY 1, 2024. FORM 990, PART VI, SECTION C, LINE 19 ED FORWARD DC MAKES THE PUBLIC DISCLOSURE VERSION OF THE FEDERAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. ED FORWARD DC'S POLICY WITH REGARDS TO MAKING ITS GOVERNING DOCUMENTS AVAILABLE IS IN COMPLIANCE WITH THE REQUIREMENTS ESTABLISHED BY STATE AND FEDERAL LAW.